DESCRIPTION
Developing a retention and disposal schedule is more than a compliance task; it’s a strategic, organisation-wide effort. This workshop breaks down the process, from applying sound judgment and conducting detailed analysis to collaborating effectively across multiple stakeholders.
One of the biggest challenges? Gaining a full understanding of your organisation’s functions and recordkeeping practices. We will guide you through proven approaches to overcome this, share best practices, and equip you with the tools and confidence to develop a schedule that is clear, defensible, and future-ready.
This is an advanced hands-on workshop , so come ready to interact, share ideas, and take part in short, practical activities throughout the session
LEARNING OUTCOMES
At the end of this workshop, you should be able to:
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Understand the purpose and legal foundations of retention and disposal schedules.
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Complete essential templates required for developing schedules.
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Conduct legislative mapping and background research to support schedule development.
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Structure a schedule using functions, activities, and record classes.
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Justify retention periods through the use of an appraisal log.
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Navigate the processes of submission, review, and approval.
Note that active participation is essential to benefit from the session fully, and no recordings will be provided in order to preserve the workshop's integrity and interactivity.
