How to Develop a Retention Schedule

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ARMA International Introduces New Resource for Information Management

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The number one question we get from people is ‘How do I develop a retention schedule,’

Every organization has records in many different forms with different requirements and lifecycles. This often raises questions about what to keep, for how long, and how to establish that process. The answer to these questions – and to having a successful recordkeeping program – is a records retention schedule.

Often the responsibility of managing an organization’s information falls to an individual or group of individuals who have no background with information management. For them, creating a retention schedule becomes one of the first and most important things to establish. In John Montaña’s new book How to Develop a Retention Schedule he explains, in a clear and straight forward format, what a records retention schedule is, the process for creating one, and why they are necessary for proper records management.

This great new resource clarifies procedures for data collection, drafting, structuring, and developing retention periods. Its chapters focus on indexing, legal research, strategic considerations, litigation, and more, which gives readers the information necessary to create a working retention schedule and offers tips for keeping it updated.

“The number one question we get from people is ‘How do I develop a retention schedule,’” says Marilyn Bier, Executive Director for ARMA International. “This book is a must-have resource for anyone new to managing information within an organization, or for those individuals who are trying to simplify the process of records retention. Helping your organization toward better business practices – being more efficient, more competitive, and more compliant – starts here.”

Find How to Develop a Retention Schedule and other information management resources at Interested in reviewing this book? Contact Ashley Flynn at ashley(dot)flynn(at)armaintl(dot)org.

About ARMA International
ARMA International (] is a not-for-profit professional association and the authority on managing records and information. It is known worldwide for setting standards and best pices, and for providing comprehensive education, publications, and information on the efficient maintenance, retrieval, and preservation of vital information created in public and private organizations in all sectors of the economy. Formed in 1955, ARMA International is the oldest and largest association for the records and information management profession with a current international membership of more than 11,000. It also publishes the Information Management magazine.


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