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Blog Entry
Approaching Retention Schedules Without Getting Pricked

Detailed Schedule – develop a list of all Records generated/processed and/or retained across the organization...Detailed Schedule – develop a list of all Records generated/processed and/or retained for each department within the business

Roger Poole's profile image

Blog Entry
In Setting Retention Schedules, Precision is Everything

Take a close look at the photograph accompanying this post – it’s of the label on a bottle of a leading brand of dog flea and tick shampoo, where it says something very interesting: “Kills fleas and ticks for up to 10 days” What happens then, one wonders: do...

Steve Weissman's profile image

Blog Entry
Are You Using Your Records Retention Schedule?

This blog is the first part of a series that asks the questions, raises some issues and maybe answers a few questions about the use of a Records Retention Schedule. When your senior management said “we must have a Records Retention Schedule (RRS)” did you feel a sigh of relief?

Helen Streck's profile image

Blog Entry
Applying Retention Periods and Complying with (Retention) Schedules

Any reference to any living person or organisation, past or present, is entirely co-incidental** This week I have penned some thoughts relating to the application of Retention Schedules which, in reality, leads us to disposition - potentially a very "scary" place to be!?

Roger Poole's profile image


Blog Entry
Poke Me in the Eye with a Fork - SME Review of Retention Schedules

In our consulting practice, we do not require ECRM system users to understand complex records retention schedules (RRS) in order to achieve records management compliance

Susan Cisco's profile image

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

Big bucket retention schedules (100-150 record series/retention categories for an enterprise) are more cost effective to maintain and increase filing accuracy for both manual and automatic classification

Susan Cisco's profile image

Blog Entry
Target Practice

Hi, my name is Mimi, and I am obsessed with improving retention schedule design...Revising a retention schedule equates to running the gauntlet

Mimi Dionne's profile image

Blog Entry
Keeping Records Long Enough

Todd Johnson, CRM, recently queried the RM Listserv, " In developing our retention schedule, I'm coming across multiple instances where the business need to retain certain records exceeds the compliance retention requirements by many, many years (i.e. 3 years v

Susan Cisco's profile image

Blog Entry
Setting the Stage for Automatic Disposition

Organizations invest significant human and financial resources in developing and updating record retention schedules. 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?

Susan Cisco's profile image