Collections Trust: Documentation Policy, Procedures, and Planning

A bitesize online session, clarifying the requirements for documentation policy, procedure and planning to meet Accreditation requirements.

Confused about the difference between museum documentation policy, procedures and plan?

In this session we will go through the Accreditation requirements for documentation policy (5.1) and the Spectrum primary procedures (5.2) including documentation planning, with signposting to further guidance and examples online.

Suitable for those responsible for these aspects of collection management, and for museum Accreditation.

There will be opportunities to discuss with colleagues, ask questions throughout and submit questions in advance.


This session will be delivered online via Zoom. It will last 2 hours, with a short break in the middle.



Booking priority will be given to non-NPO museums in Yorkshire and the Humber, and to one place per museum depending on demand.

If you have specific questions in mind, there is an opportunity to submit these with your booking details – please let us know.


By the end of the session, delegates will:

  • Understand the role of the Spectrum standard, and its supporting guidance, in relation to museum Accreditation.
  • Understand the difference between policy, procedure and plans and the requirements for Accreditation.
  • Know where to find more information and guidance.


Before the session:

Think about how you do things in your museum, referring to your museum’s documentation policy, procedural manual and documentation plan if you have access to them, although we appreciate you might not right now. You will also find it useful to have these with you to refer to during the session if possible.

Book Here