Join William Joseph for an in-depth discussion in this video Evaluating a document-retention policy, part of Learning Document Retention and Data Management.
- The next thing to consider is how to evaluate…a document retention policy.…If your company ever becomes involved in litigation,…such as a legal dispute…or some kind of government proceeding,…your document retention policy may come under scrutiny.…Therefore, it's important to include within the policy…regular evaluations, to ensure that…the policy is being implemented effectively.…Generally, I think such evaluation should take place…at least on an annual basis.…Evaluations should ensure that the policy…is meeting your particular company's needs,…that the policy is being applied consistently,…and that any legal requirements…that may have implications for the policy haven't changed.…
Some of the tools that you can use…to evaluate a document retention policy…are user feedback.…Talk to your staff about how they are…implementing the policy…and whether they find that the documents that are retained…are useful to them and capable of being…retrieved in a timely fashion.…Conduct a risk-management audit,…to determine whether the document retention policy…
- The golden rules of document and data retention
- Preserving knowledge, relationships, and achievements through documentation
- Federal and state requirements for retention
- Guidelines for tax records, contracts, and other documents
- Building a new policy
- Storage systems and tools to consider
By the end of the course, you'll be able to build a plan that satisfies all the requirements and also protects your company's proprietary information.
- Define document retention.
- Break down the golden rules of document management.
- Evaluate what types of documents need to be retained.
- Identify the legal requirements of document retention.
- Determine a good document retention policy.
- Distinguish an effective document retention policy.