Creating A Plan

I continued to survey the Nugent collection this week, progressing more quickly through the remaining accessions.  I believe I have ascertained the series and associated sub-series spanning the entirety of the collection.  The larger challenge lies in creating a comprehensive, or as comprehensive as possible, processing and management plan for the collection.  There are multiple considerations, including:  managing various time restrictions within and across series, removing files made by a secondary creator to another collection, and determining which materials are not long-term preservation material.  One issue concerns vast amounts of financial information (bills, receipts, etc.) is intermixed with correspondence; should the time be taken to go through each folder item-by-item to remove these documents or should the collection stay as-is?  These considerations are not uncommon and I will meet them again time and time again throughout my future career. However, this is my first go-round.  I look forward to completing my first proposed plan in the next week and submit it for review.  I'm certain I will have overlooked something or made a rookie mistake but it's part of the learning process.