Retention Schedule Template

Author(s): George Goodall, Laura Hansen-Kohls, Brian Frank

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Use the Retention Schedule Template to clarify policies and processes around specific records (i.e. to automate the retention, disposition, recoverability, and destruction of records).

This template allows you to:

  • Automate granular retention and purge schedules
  • Formalize policies in a way that holds up in court in case challenged in the context of eDiscovery

The retention schedule is the centerpiece of any information governance strategy.

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Develop an Information Governance Strategy

Effectively manage business information for regulatory and legal obligations.

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