Your organization’s records are critical assets,
whether in paper, electronic or other format.
Properly managed and controlled, these
important resources can enable your
organization to compete, comply with laws
and regulations, and mitigate risk.
Retention Management Program Development, Implementation & Auditing
A retention management program is a key element in your organization’s compliance/risk management program and records management strategy. The goal of a legally-defensible retention management program is to ensure that:
- records are retained only as long as they support business operations or are required to meet legal and regulatory obligations;
records are accessible and retrievable when needed;
records in all media formats are managed consistently across the organization; and
records are disposed of in the normal course of business when their retention period ends.
We can work with your legal counsel, risk management group, tax department, IT department, records manager and business unit representatives to develop, implement and maintain the components of a retention management program that will meet your organization’s needs. Required program components are the following: corporate records retention policies, supporting procedures, records retention schedules, manager and staff training, and compliance monitoring/audits.