Taking Halcyon Partners' information from sprawl to defensible disposition: the starting point — 40 percent of one SharePoint site redundant, obsolete or trivial, five copies of one engagement file, three undated retention schedules and nothing ever disposed of; the eight-step lifecycle staircase — inventory, taxonomy, retention, legal hold, storage, disposition, eDiscovery and governance, each producing its artifact; and a cited retention schedule, a legal hold that stops the shredder, and a certificate of destruction that proves what was disposed of.

CY-SENIOR-095Senior Level · Records & Information Governance

Records & Information Lifecycle Governance — The Lifecycle Staircase

A strategic senior-level course that builds the program keeping only what a firm must keep, and proving it. Climb the lifecycle staircase - eight steps: Information Inventory, Classification & Taxonomy, Retention Schedule, Legal Hold & Preservation, Storage & Access Governance, Defensible Disposition, eDiscovery Readiness, and Program Governance - to inventory, classify, schedule, hold, store, dispose of, and defend records under real legal citations. Four hands-on activities in every lesson, built from real program artifacts a governance council can act on, not shell commands.

15 hours8 chapters32 lessons225 activities8 labs

What you'll learn

Build a defensible information inventory and data map, distinguishing systems of record from copies and naming an owner for every asset.
Build and govern a retention schedule citing real legal and regulatory authority, resolving privacy minimisation tension, and matching triggers to the real retention driver.
Recognize hold triggers, scope custodians and sources correctly, track acknowledgement, and release holds only through a documented decision.
Execute and prove defensible disposition, including backups and secondary copies, with a certificate of destruction as evidence.

Price:৳10,000