How to Develop a Record Retention Policy

With the number of documents that many companies generate every day, it’s important to have a retention policy for their management. This is even more important for companies that operate in a heavily regulated industry, such as health care. If you need to develop a record retention policy in New York City, then watch this video for tips on how to go about this process

There are six key steps that businesses should take when developing a record retention policy, beginning with the identification of types of records and media, determination of business needs for records retention periods, and consideration of the creation, distribution, storage, and retrieval of documents. The final steps are to factor in the destruction of documents, document and implement any established policies, and conduct ongoing management of the system.

Contact Us

Get started with a free quote!

Our Values

  • Experienced: Established in 1992 with over 1,000 office relocation projects in the NY metro area. Dedicated: average length of employment is 15 years.
  • Focused: Our only business is office relocation and storage.
  • Committed: A senior management person is assigned to every project as the manager of that project Responsive: State-of-the-art communication equipment allows for immediate response to every client request
  • People: Management, sales and operations management staff that interacts with the labor force on a daily basis. Labor force of 35 full time Local 814 Teamster Union Members.