How to Get Defensible Disposition Right with a Target Operating Model

When:  Jun 17, 2021 from 10:45 AM to 12:00 PM (CT)
Associated with  Texas: Southwest Chapter
Join your fellow AIIM Southwest members on June 17th at 11 AM for an informative session with Joe Shepley, Managing Director - Technology, Privacy and Cyber Risk Advisory at Ankura.

Defensible disposition is not only important for Records Management, but for Privacy, Legal, and Cyber as well. Yet despite its importance, most organizations struggle to overcome the people, process, and technology challenges to purging data past its legal and operational life. In this session, Joe shows you how to build and deploy a target operating model for defensible disposition and begin cleaning up your data. He'll discuss key good practices related to policies, procedures, and processes; provide his perspective on the good, the bad, and the ugly of available technology, and share examples of target operating models organizations have used to enable their defensible disposition programs. Key takeaways:

• Understand what defensible disposition is and why it's important
• Know the characteristics that make disposition defensible
• Be aware of the different elements of an effective target operating model and how to implement


Joe Shepley, PhD has been involved in information management for 19 years, both as a businessperson and a consultant. He has worked across a range of industries, from financial services, insurance, and energy, to life sciences, health care, and manufacturing. He understands how good information governance allows organizations to achieve business goals and reduce risk. Joe focuses on helping clients define the costs of poor information governance and articulate the tangible business that comes from managing information properly. He is a frequent speaker at industry events and a prolific author on information governance.

The Zoom link will allow attendees to join at 10:45 AM for socializing. The event begins at 11:00 AM.


Keywords: Records, Retention Schedule
Houston, TX, United States
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Douglas Schultz