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Implementing a Records Retention Program

Webinar: ID# 1018058
Recorded CD
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About This Course:
Everyone knows that companies are "supposed" to have records retention programs, but how many companies actually follow their programs? What good is a policy that sits on a shelf with the documents it's supposed to govern?

Your organization's interests don't start, or end, with figuring out how long you're supposed to keep your tax returns. Learn how to implement a records management program that actually works.

The goal is not to tell you how long you should keep any specific document, but to help you explain to your stakeholders why they should care about keeping or destroying records in the first place.

Learn practical tips for building organizational support at every stage of your records management program: development, rollout and maintenance.

Agenda

Developing Your Records Retention Program With a View Toward Implementation
  • Making the Business Case
  • Recruiting Your Champions
  • Evaluating Current Practices
  • Evaluating Legal and Operational Needs
  • Drafting the Policy: Key Features
  • Go With the FLOH
  • KISS
  • Having No Policy Versus No One Following Your Policy
Rollout
  • Leadership
  • Trials
  • Launch and Training
  • Making Your Business Case, Again
Executing and Sustaining Your Program
  • The Importance of Actually Destroying Records
  • Post-Rollout Communications: Making the Business Case yet Again
  • Spot Checks and Security Audits
  • Incentives, Consequences and Pizza
About The Presenter

Jeffrey S. Follett
  • Partner in the office of Foley Hoag LLP, an international law firm with offices in Boston, Paris, New York and Washington, DC
  • Practice emphasizes guiding clients through the legal and logistical challenges of doing new things: major projects and policy initiatives, bet-the-company litigation, and government investigations; clients have ranged from small startups to established multinational conglomerates
  • Counsels clients, and his own firm, in the creation and rollout of professional training and development programs
  • Conducts regular seminars on records retention, electronic discovery, and data security and privacy
  • Frequent speaker at conferences in the U.S., Europe and South America
  • Wrote numerous publications related to the areas of records retention, privacy and electronic discovery
  • Member, Defense Research Institute and the bars of Massachusetts, New York, and the District of Columbia
  • J.D. degree, Harvard Law School; B.A. degree, Stanford University
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Implementing a Records Retention Program
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