Training on Developing and Implementing a Corporate Records Retention Schedule
Master retention schedules. Learn to research, draft, approve, and implement compliant recordkeeping policies that cut costs and reduce legal risk
Next intake
20 Jul 2026 · Nakuru
Duration
5 days
Live instruction
Delivery
Physical + Virtual
Cohort based
Level
Intermediate
Working professionals
Certification
NITA reimbursable
For Kenyan cohorts
Language
English
All materials
About this programme
What if your organization could reduce storage costs, minimize legal risk, and still retain the records that truly matter? Many organizations either keep everything “just in case” or delete records without clear guidance, both of which create serious compliance and operational risks.
A well designed records retention schedule is the foundation of effective records management. It defines what to keep, how long to keep it, and when to safely dispose of it based on legal, regulatory, and business requirements.
This hands on workshop takes you from concept to implementation. You will learn how to build a defensible retention schedule, align it with compliance needs, and apply it in a practical way that employees can follow. Through case studies and exercises, you will map record types, apply regulatory requirements, and develop a sustainable governance approach.
Duration
5 days
Who Should Attend
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Records and Information Managers
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Compliance and Risk Officers
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Legal Counsel and Corporate Secretaries
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IT and Data Governance Professionals
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Department Heads responsible for recordkeeping
What you'll walk away with
By the end of this course, participants will be able to:
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Explain the purpose and benefits of a corporate records retention schedule.
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Identify legal, regulatory, and business drivers for retention.
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Classify records into logical series that support compliance and efficiency.
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Draft, review, and approve a retention schedule.
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Develop strategies for implementation, training, and ongoing updates.
What we cover, module by module
Module 1: Why Retention Matters
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Risks of keeping too much vs. disposing too early
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Legal and regulatory frameworks shaping retention
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The role of retention schedules in audits and litigation
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Case Study: A company fined for over-retention what went wrong
Module 2: Researching Legal and Business Requirements
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Finding applicable laws and regulations
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Balancing compliance with operational needs
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Handling multi-jurisdictional requirements
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Practical Exercise: Map legal and business drivers to sample records
Module 3: Building the Retention Schedule
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Defining record series and categories
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Determining retention periods and triggers
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Using templates and metadata standards
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Practical Exercise: Draft a retention schedule for HR and finance records
Module 4: Gaining Approval and Buy-in
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Working with legal, compliance, and business stakeholders
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Documenting defensibility and risk management
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Governance committees and policy approvals
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Case Study: How one global firm secured executive sign-off
Module 5: Implementation and Maintenance
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Training staff and rolling out policies
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Integrating schedules with ECM/EDRMS systems
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Monitoring, auditing, and updating schedules
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Practical Exercise: Develop an implementation and communication plan
Where the change lands
Individual Impact
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Gain the confidence to develop and maintain a legally defensible retention schedule.
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Reduce personal workload by knowing exactly what to keep and discard.
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Improve professional credibility as a trusted records management advisor.
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Strengthen decision-making with a clear compliance and business framework.
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Enhance career growth by mastering a core records management competency.
Organizational Impact
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Reduce storage costs and digital clutter through systematic retention.
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Lower legal and regulatory risks during audits or litigation.
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Improve efficiency by ensuring quick access to the right information.
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Support compliance with data privacy, finance, and sector-specific regulations.
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Build stronger governance and information lifecycle management practices.
Dates and locations
Upcoming intakes
Every intake is limited to a small cohort. Booking closes when a date fills or three weeks before the start, whichever comes first.
| City | Starts | Ends | Delivery | Book |
|---|---|---|---|---|
NakuruNext | 20 Jul 2026 | 24 Jul 2026 | In-Person | Book |
Kigali | 20 Jul 2026 | 24 Jul 2026 | In-Person | Book |
Accra | 20 Jul 2026 | 24 Jul 2026 | In-Person | Book |
Kisumu | 27 Jul 2026 | 31 Jul 2026 | In-Person | Book |
Johannesburg | 27 Jul 2026 | 31 Jul 2026 | In-Person | Book |
Dakar | 27 Jul 2026 | 31 Jul 2026 | In-Person | Book |
- NakuruNext
20 Jul → 24 Jul·In-Person
Book this intake - Kigali
20 Jul → 24 Jul·In-Person
Book this intake - Accra
20 Jul → 24 Jul·In-Person
Book this intake - Kisumu
27 Jul → 31 Jul·In-Person
Book this intake - Johannesburg
27 Jul → 31 Jul·In-Person
Book this intake - Dakar
27 Jul → 31 Jul·In-Person
Book this intake
Common questions.
Still not sure? Send us a note and a facilitator will get back to you within a business day.
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Course finder
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For corporate teams
Training 10+ professionals?
We deliver Training on Developing and Implementing a Corporate Records Retention Schedule in-house at your offices, at a venue we arrange, or fully virtual. Customise the curriculum against your KPIs, and get a bespoke price for the cohort size you need.