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Webinar held on April 9, 2008. One hour.
A retention policy is a plan for how long a type of electronic information should be retained before being deleted. Organizations vary considerably with regard to their retention policies. Some keep everything forever; others try to minimize the extent to which electronic information is stored. Organizations often define a retention policy but then ignore it in practice and retain the material indefinitely.
In this webinar, we discuss:
- Laws and regulations that affect retention policy
- Internal corporate policies that are likely to affect retention policy
- Other things to consider when determining retention policy
- How to define a retention policy (for example, who is involved and what are the responsibilities)
- The main retention policies in place today
- How retention policies are changing
The webinar concludes with a Q&A period.
Webinar 766.
Important Questions Addressed by This Webinar Include:
- How do I determine the right retention policies for my organization?
- How do I get organizational support for the policies?
- What are the main things to get right when defining retention policies?
- What are the key trends?
Speakers
- David Ferris, Senior Analyst, Ferris Research. A technology analyst since 1991, David got into computer science research at Stanford University while working on a Ph.D. in philosophy. He wrote the first syndicated column in the computer industry and has since written hundreds of articles and bulletins and co-authored three books. Initially focusing on messaging technologies, David recently expanded his areas of knowledge to include compliance, archiving, content control, e-discovery, and data leak protection. He is frequently quoted in the technology and business press.
- Richard Hoffman, Vice President of Research and Development, AXS-One. Rich has more than 20 years of experience in designing and developing enterprise application software. He is responsible for the development of AXS-One’s archiving and litigation readiness software solutions. In this role, Rich works extensively with customers’ technology and legal teams to define technology requirements that address the operational, regulatory, governance, and legal requirements for enterprise archiving and electronic records management. Prior to AXS-One, Rich worked with Computron Software and Commerce Register.
Who Is This Webinar Suitable For?
This webinar is suitable for IT support staff and vendor product management staff.
Doug–Many thanks for this. I too have some reservations about our research. Something seems to be going wrong somewhere, I’m not quite sure where. In part, the people we normally are in close contact with–messaging staff–seem to have little input with regard to retention policy.
Eg, we posted a request for input on retention periods recently on our website (see http://www.ferris.com/?p=319544), and only got a handful of replies–normally we’d expect 50 replies or so.
I’ll call you over the next day or two to discuss–would like to get your interactive input and advice.
–David
David,
I saw one of your recent webinars, and wondered if you perhaps might have oversimplified the establishment of retention policies. Your webinar mentions only a few of the baseline requirements, and deals with them solely at the Federal level. In dealing with the tax requirements you appeared to neglect to mention that many organizations, especially those who might be among your clients (300 of the largest 1,000 organizations?)….face open tax years that can further extend retention requirements. Similarly, I saw no indication that global organizations may be faced with different sets of regulations, depending on the nations within which they operate – What about the EU?
By the way, many of those organizations have Corporate Records Managers – I didn’t see them in the mix on any of your presentation materials. All that leaves me a bit curious about how deep your research actually may have been. Care to elicidate?
Douglas P. Allen, CRM, CDIA+
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