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