Retention Schedule Template

Author(s): George Goodall , Laura Hansen-Kohls , Brian Frank

Use the Retention Schedule Template to clarify policies and processes around specific records (i.e. to automate the retention, disposition, recoverability, and destruction of records).

This template allows you to:

  • Automate granular retention and purge schedules
  • Formalize policies in a way that holds up in court in case challenged in the context of eDiscovery

The retention schedule is the centerpiece of any information governance strategy.