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Optimize Your Retention Schedule: Big Bucket vs Small Bucket, What’s Right for You?

June 11 @ 1:00 pm - 2:00 pm EDT

The current trend record retention schedule is to go big bucket. In our practice we’ve seen clients with as few as 45 record series buckets in their schedules. We’ve also been presented with client retention schedules that are carrying several hundred record series. In this session we will discuss how to find the right balance of record series to include and we will do so from the legal mapping perspective as well as the usability perspective. We’ll also discuss the basics around schedule development to give perspective on why sometimes adding/removing buckets becomes an internal political necessity. Steve and Brenda will share the knowledge of having developed or redeveloped (existing from the client) many client retention schedules over the years.

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June 11
1:00 pm - 2:00 pm
Event Category:


Online Webinar


Steve Neilly
Brenda Barnhill