AC26 | Session 11
Managing Electronic Messaging at the Teacher Retirement System of Texas: Bringing Calm to the Chaos (One Policy at a Time)
Target: Federal, State, Local, Public Institutions of Higher Learning
Focus: Records Management
Levels: Beginner, Intermediate
GARA: "Retention & Disposition" OR "Training, Advocacy & Outreach" 
Overview

In January 2025, the Teacher Retirement System of Texas (TRS) implemented an electronic messaging policy that automated retention of emails and Microsoft Teams chats across the agency. This session is a case study on the multi-year effort to implement the policy.

Topics Covered
  • Technical elements of policy implementation using Microsoft Purview
  • Efforts to gain executive and agency backing of the policy
  • Change management strategies deployed during implementation
  • Training methods and best practices for email management
  • Approaches to capturing email records and lessons learned after deployment

Audiences will gain a better understanding of change management strategies for implementing electronic messaging policies.

Key takeaways include methods for training organizations on best messaging practices and capturing records in messaging. Participants will also learn about unique challenges posed by Microsoft Teams messaging and mitigation strategies for capturing chat records, along with practical guidance for implementing messaging governance using Microsoft Purview.

Presenter
Claire Ridley
Records Analyst, Teacher Retirement System of Texas
Claire Ridley is a Records Analyst at the Teacher Retirement System of Texas and is a Certified Records Manager. Her experience at TRS includes Microsoft Purview implementation, change management strategy, and retention schedule management. She holds a Bachelor of Arts in Archaeology and Classics from Saint Anselm College and a Master of Science in Information Studies from the University of Texas at Austin.