Dana advises local governments and mid-size companies on records and information governance: retention schedules, email, legal holds and the legacy systems nobody wants to switch off. Dana writes about the policy side of records, with as little jargon as the subject allows.
A model policy memo for official email: when a message is a record, retention by role, personal accounts and texts, records requests, legal holds and export.
How to write a records retention schedule people use: general vs custom schedules, records series, event triggers, big buckets, adoption and annual disposition.
