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Cybersecurity

Data minimization and retention

Electronic records create growing risks for organizations, from data breaches and reputational damage to legal exposure through eDiscovery. As storage costs drop and communication channels multiply, emails, chat messages, and files accumulate everywhere, creating unnecessary vulnerability. This course provides a practical roadmap for developing and implementing an electronic records retention policy that protects your organization while preserving essential information.

You'll learn the fundamentals: who owns policy implementation, what data to retain and why, how long to keep it, where to store it securely, and how to create a policy framework your organization will actually follow. Through real-world examples and actionable strategies, you'll discover how to balance legal compliance, operational needs, and risk management.

By the end of this course, you'll have the knowledge and tools to reduce organizational risk, streamline data management, and make critical information easier to find when you need it. As digital communication continues to expand, these skills will only become more essential for protecting your organization's reputation and legal standing.

Learning objectives

Develop risk-based retention policies

Develop a records retention framework that balances legal compliance with operational needs, determining what to keep, for how long, and why.

Identify and mitigate implementation challenges

Recognize common pitfalls in policy adoption, from employee resistance to technical issues, then apply proven strategies to overcome these pitfalls.

Build a strategic rollout plan

Create a customized implementation roadmap using change management techniques and communication strategies that drive staff buy-in and successful adoption.

Curriculum outline

  • Understanding records retention risks
  • Building your policy framework
  • Implementation responsibilities
  • Sample policies and real-world examples
  • Strategic rollout and change management
  • Avoiding common implementation pitfalls

Anticipated time to complete

NTEN courses typically require about 60 minutes of video content to complete, while optional content varies by course.

Course details

Members $60
Non-members $120
Earn a Professional Certificate and save 40% on course registrations.

Meet the presenter

Ian Gottesman

Ian Gottesman

CEO

NGO-ISAC

Ian Gottesman is the CEO of NGO-ISAC. He brings 25 years of experience in IT for mission-driven organizations to this role. He served as an IT leader for 12 years at think tanks and international development and civic engagement nonprofits. Prior to leading IT teams, he worked for a variety of public-sector organizations, serving as a technology trainer, web developer, database administrator, and IT policy writer. Mr. Gottesman is a returned Peace Corps volunteer from Jamaica. He received an MPA with a concentration in management information science from the Askew School of Public Administration at Florida State University and a BA in international relations from George Washington University.

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