Building a File Plan Part 1: Creating a Retention Schedule That Works

February 22, 2017 by Andrew Borgschulte

Tags: File Plan, Retention Schedule

We are re-posting this series as we recently held a webinar on this topic (which can be found here)

This is Part 1 in a series of 6 posts around creating and executing an effective file plan for your organization.

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[Video] 5 Steps to Building an Effective File Plan

February 21, 2017 by Andrew Borgschulte

Tags: File Plan, Retention Schedule, Disposition

Information governance is more than having policies and plans. There are pieces that need to work together to ensure your records are managed effectively.

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6 Mistakes to Avoid When Implementing a Records Management Solution

October 18, 2016 by Julie Lintner

Tags: File Plan, Records Management, Retention Schedule

Here is a list of common mistakes when implementing a Records Management solution. This list assumes that you have taken care of the necessary requirements such as having a File Plan and a Retention Schedule.

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Creating and Implementing a Retention Schedule and File Plan

September 25, 2015 by Andrew Borgschulte

Tags: File Plan, Retention Schedule, Webinar

Information governance is more than having policies and plans. There are pieces that need to work together to ensure your records are managed effectively.

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