This session, delivered at the ARMA Nebraska Spring Seminar 2023 on April 19, 2023, described an approach for modernizing a records and information retention schedule to take into account privacy considerations.

1. Modernizing Your
Retention Schedule in
the Age of Privacy
Jesse Wilkins
President and Principal Consultant
April 19, 2023
ARMA Nebraska
Spring Seminar 2023

2. Join at slido.com
#5003083
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3. Agenda
• Privacy Background
• What’s the Matter with Your
Retention Schedule?
• Modernizing Your Retention
Schedule

4. • Records management started as
a facilities management issue
• Focus on appropriate
disposition
• What should we keep?
• What can we get rid of?
In the Beginning…

5. In the Beginning…
• Then came corporate malfeasance
• With a focus on retention minimums
• What must we keep?

6. In the Beginning…

7. The Age of
Privacy
• Personal data protection changes
things:
• Can we collect this information?
• What must we NOT collect or
keep?
• What MUST we get rid of and
when?
• Big buckets revisited

8. Agenda
• Privacy Background
• What’s the Matter with Your
Retention Schedule?
• Modernizing Your Retention
Schedule

9. What's the Matter with Your Retention
Schedule? (You can name more than
one issue)
ⓘ Start presenting to display the poll results on this slide.

10. Frequent Issues with
Retention Schedules
• To be filled in by participants!

11. Frequent
Issues with
Retention
Schedules
• To be filled in by participants!

12. Agenda
• Privacy Background
• What’s the Matter with Your
Retention Schedule?
• Modernizing Your Retention
Schedule

13. Understand the
Motive!
• Why is information collected or kept?
• For what purposes is personal information
collected or kept?
• What is the reasonable expectation of those
from whom it is collected?
• Is it being kept and used according to those
expectations?
• Or are you trying to cover something up?

14. Understand the
Means!
• What’s the best way to update the
retention schedule – including getting
input and feedback?
• What’s the best technology for
updating and maintaining the
retention schedule?

15. Understand the
Opportunity!
• Did you really need
to collect (all of) that
information?
• Do you really need to
keep it that long?

16. Understand the Crime Scene!
• Organizational context
• Regulatory context
• Appetite for risk

17. Whodunnit?
• You?
• You with a hired henchman?
• Scotland Yard?

18. What else do we need to address?
ⓘ Start presenting to display the poll results on this slide.

20. For More
Information
Jesse Wilkins
Principal Consultant, Athro Consulting
https://www.athroconsulting.com
jesse.wilkins@athroconsulting.com
Twitter: @jessewilkins
LinkedIn:
https://www.linkedin.com/in/jessewilkins