Gartner Research

Five Steps for Developing Records Retention Policies and Schedules

Published: 19 October 2016

ID: G00313781

Analyst(s): Joe Mariano , Achint Aggarwal


The absence of effective records retention policies and schedules puts organizations at risk during litigation. Application leaders must create and enforce policies and schedules that account for both legal (both industry- and country-specific) and functional requirements.

Table Of Contents
  • Key Challenges



  • Perform a Content Inventory and Identify Key Users
  • Identify Which Content Is a Record
  • Work With Legal and Compliance to Determine Which Elements Need to Be in Your Records Retention Policy
  • Create an Appropriate Retention Schedule Based on Legal and Functional Requirements
  • Enforce a Records Retention Policy, Harnessing User Trainings and Technology Automation

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