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Retention Schedules Represent MORE than Legal Requirements – Even in ERM

Final retention periods in the schedule, however, may be longer than any regulatory retention requirements because they are based on many factors (depending upon the records and function). The set of factors determining retention typically includes (but may not be limited to): Legal/regulatory mandates (minimum retention periods prescribed by law) The longest requirement for records included in that record series


Blog Entry
Wanted: Information Management Policies

Identify roles Develop a file plan Develop retention periods Determine the scope of the retention policy Design the records repository Develop workflows and methods to move content into the repository Plan email integration Plan for compliance and reporting Keep in mind that you can create policies at the site and document library level

Mimi Dionne's profile image

Blog Entry
Big Bucket Approach – How's The View?

Fewer retention category choices (due to bigger, fewer retention buckets) in a retention schedule can lead to more consistent records management compliance as long as the risks of potentially longer retention periods are taken into account

Susan Cisco's profile image

Blog Entry
Make RM Simpler

Start with the retention and legal hold processes: For records, streamline your retention schedule to 50-100 record series/buckets . Julie Gable, Carol Brock, and others (including me) promulgate the benefits of applying the big bucket approach to retention schedules

Susan Cisco's profile image


Blog Entry
Setting the Stage for Automatic Disposition

What I don’t see is a follow-up effort to implement the retention schedule. In a recent project SMEs asked, “What’s the point of updating the retention schedule if retention is not being implemented, and documents are not disposed?” Clearly there are barriers to systematic disposition, and I think the people-process-technology model is helpful in classifying the barriers: People – In-house lawyers are leery of destroying records, even when retention periods have been satisfied

Susan Cisco's profile image

Blog Entry
8 Things Your Archive Should Do

Retention and integrity. This is obvious – but the archive should be able to retain documents for defined periods of time, taking into account legal, regulatory, fiscal, operational, and historical requirements

Richard Medina's profile image