Tool #1: Record Organization Chart Category Option 1 Option 2 Creative materials Choreographic Work→Date Choreographic Notes Work→Date Costumes Work Musical scores and CDs Work→Composer Performance Videos Work→Date Date→Venue Photographs Work→Date Photographer Rehearsal binders Work→Date Date→Work Rehearsal Videos Work→Date Set pieces Work Production materials Administrative/travel details for Presenter→Tour Date Date→Venue engagements Auditions Work→ Last Name, First Name Date→Last Name, First Name Correspondence Correspondent’s Last Name, First Name→Date Engagement contracts and technical Presenter→Tour Date riders Production binders Work Production details for each Presenter→Tour Date tour/venue Promotional materials Posters Date Work→Date Programs Date Work→Date Press Clippings: articles, profiles, Date announcements, etc. Press Clippings: reviews Work→Date Date→Work Newsletters Date Organizational Materials: Board minutes and correspondence Date Contracts with Last Name, photographers/videographers/other First Name/Company Name collaborators Insurance Company Name Leases Company Name Personnel files, including contracts Last Name, First Name Tax and financial, including audits Date
Tool #1: Record Organization Chart Category Option 1 Option 2 Creative materials Choreographic Work→Date Choreographic Notes Work→Date Costumes Work Musical scores and CDs Work→Composer Performance Videos Work→Date Date→Venue Photographs Work→Date Photographer Rehearsal binders Work→Date Date→Work Rehearsal Videos Work→Date Set pieces Work Production materials Administrative/travel details for engagements Presenter→Tour Date Date→Venue Auditions Work→ Last Name, First Name Date→Last Name, First Name Correspondence Correspondent’s Last Name, First Name→Date Engagement contracts and technical riders Presenter→Tour Date Production binders Work Production details for each tour/venue Presenter→Tour Date Promotional materials Posters Date Work→Date Programs Date Work→Date Press Clippings: articles, profiles, announcements, etc. Date Press Clippings: reviews Work→Date Date→Work Newsletters Date Organizational Materials: Board minutes and correspondence Date Contracts with photographers/videographers/other collaborators Last Name, First Name/Company Name Insurance Company Name Leases Company Name Personnel files, including contracts Last Name, First Name Tax and financial, including audits Date
rm-tool01-record-organization-chart.docx