ON-DEMAND
In partnership with Contoural

Speakers:
Mark Diamond, CEO & President, Contoural
Tom Mighell, Esq., COO, Contoural

Creating or updating a records retention schedule might feel like an accomplishment (and it is!) but implementing it effectively can be a whole new challenge.

In this engaging and practical session, we break down the steps needed to successfully roll out your records retention schedule while ensuring compliance, defensibility, and participation from all stakeholders. Topics include:

• Setting realistic expectations for rollout: Developing a retention schedule is only the beginning.
• Involving IT and other stakeholders: The art of partnering with IT and other groups to support and co-own their part of the implementation.
• The ‘five-second rule’: Why the process for employees classifying emails and files can’t take longer than five seconds.
• Automating implementation using technology you already own: Most of the implementation, including the five-second rule, can be accomplished without buying any new technology.
• What does rollout look like? From configuration to pilots and training, the practical steps to implement your schedule across the organization.
• Playing well with others: Avoiding conflicts with eDiscovery, privacy, and AI initiatives.
• Compliance and defensibility: Ensuring imperfect processes can withstand legal and regulatory scrutiny.
• Engaging business units happily, not begrudgingly: Get implementing a records program to be perceived as a “win” for business units and employees.

Implementing your records retention schedule can be daunting, but with the right approach it is surprisingly doable.

Want to start from the beginning? Our earlier webinar, “You’ve Just Been Handed Ownership of the Records Program. Now What?” covers the fundamentals of taking ownership of a records program and is available to watch on demand.

Register today to join us live, or to ensure you receive a recording if you can’t attend!