I will be delivering a full day workshop on retention scheduling in Ottawa for the ARMA NCR Chapter Spring Workshops on April 27, 2015.  The agenda for the day will include:

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A) An Introduction to Records Retention Scheduling

• Terminology: records, record series, retention period, active/semi-active/inactive phases of retention, disposition
• Benefits of records retention schedules
• Retention schedules for common/administrative records

B) Records Retention Schedule  Development

• Identify record groups/series
• Appraise record value (operational, fiscal/audit, legal/ regulatory, and archival value) [record value exercise]
• Complete legal research
  • Statutes and regulations [Internet demonstration]
  • Bill types and bill status tracking [Internet demonstration]
  • Legislated/regulatory records (retention) requirements
  • Statute of limitation periods
  • Evidence laws
  • Research resources
• Secure retention period approval
• Prepare and publish the records retention schedule

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Please see the full program details here for this session and others on April 27-28.