Video Podcast: Making Document Retention and Destruction Policies Less Burdensome

Ben and Mike discuss document retention and destruction policies, the reasons why many common basic templates are very burdensome and lead to inconsistent implementation and other problems, the different approach we use in our policy template, considerations relating to electronic storage, and more.

PREVIEW SHORTER CLIP:

FULL 30-MINUTE VIDEO:

CHAPTERS:

00:00 - Intro

01:57 - Sarbanes-Oxley and the legal background for document retention and destruction policies

05:48 - Basic elements of most traditional document retention and destruction policy templates

07:17 - Problems with the traditional approach

11:25 - Electronic storage and other reasons we use a different approach

15:22 - Key elements of SE4N's document retention and destruction policy template and how it differs from other templates

19:35 - Whether to set a review or sunset date

22:55 - Whether a policy can prevent inadvertent deletion and loss of records

25:32 - Introducing the policy to new Board members

26:03 - Aligning review of policies to officer terms

FURTHER READING:

TEMPLATE: Document Retention and Destruction Policy [SUBSCRIBERS-ONLY]

Q&A #154 – Are nonprofits required to have a document retention and destruction policy?