This course examines the main practical and legal issues that need to be taken into account when implementing or reviewing document management policies.
Attendance will provide delegates with guidance on how to develop and maintain an effective document retention policy to meet their businesses’ need and comply with external regulation. It will also examine the harsh realities and consequences of failing to have a clear and structured policy.
All businesses and organisations generate and receive documents, whether in paper, electronic or other forms. Many of these documents need to be retained for business, legal or other reasons. The difficulty lies in knowing which documents should be kept and for how long.
Document management policies seek to ensure that internal business needs and external regulatory requirements are satisfied in the most efficient and effective manner. This course covers the importance of having a robust document retention policy and the risks inherent in the storage and destruction of information.
Who should attend:
Company directors, company secretaries
Managers - IT, risk, finance, marketing
Auditors, lawyers, in-house counsel, heads of legal and legal advisors
Staff with responsibility for designing, implementing or maintaining an organisation’s document retention and management policies and procedures.
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