Events in recent history highlighted the importance of having a policy with the retention and destruction of documents generated or collected during an engagement. The destruction of client documents on a random, case-by-case basis is asking for trouble if problems arise in the future. You do not want to face the anger of a client, or worse, the defense of a lawsuit, if a document destined for the shredder instead finds its way into unfriendly hands.
This seminar will not only provide you with guidelines for retaining and destroying documents, but it will also clarify what your rights are.
- Managing recorded information
- Understanding public records
- Overview of Virginia records-related legislation
- Filing methods
- Disaster planning and recovery in Virginia
- The attendee will be able to discuss financial and management benefits of records retention and dispositions.
- The attendee will be able to identify methods of filings, nomenclature and file plans.
- The attendee will be able to review disaster planning, recovery and records management.
8:30 a.m. - 8:45 a.m.
8:45 a.m. - 9:20 a.m.
Examining what Virginia considers to be a record, public record, non-record,
record series, file series, life cycle management, etc.
9:20 a.m. - 10:05 a.m.
Consideration of applicable sections of the Virginia Public Records Act, Freedom
of Information Act, Copies as Evidence Act and Government Data Collection and
Dissemination Practices Act
10:05 a.m. - 10:15 a.m.
10:15 a.m. - 10:50 a.m.
IV. The Scheduling Process
A look at the process of developing retention and disposal schedules for public
records; what this means to the public sector and how it can be useful for the
A. The Inventory
B. The Survey
C. Records Schedules
10:50 a.m. - 11:25 a.m.
V. Records Disposition – Destruction
Detailed examination of legally authorized destruction of records
11:25 a.m. - 12:00 p.m.
VI. Records Disposition – Archives
Managing the 'corporate memory' in the public and private sectors
12:00 p.m. - 1:00 p.m.
Lunch (On Your Own)
1:00 p.m. - 2:00 p.m.
VII. Records Center Operations
Operating a records center; advantages of centralized storage of inactive
VIII. Files Management
Methods of filing, nomenclature, file plans
2:00 p.m. - 2:10 p.m.
2:10 p.m. - 4:30 p.m.
IX. Disaster Planning, Recovery And Records Management
An examination of the components and personnel responsible for the implementation and maintenance of a disaster plan. In addition, other aspects to be discussed will be legal requirements for public agencies in Virginia, selected disasters in Virginia and their impact of sound records management on disaster recovery