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EasyUphillTRAININGCORPORATE DEVELOPMENT
Document & Records Management

Records Retention and Disposal Policy

Keeping everything is as risky as keeping nothing. This course shows participants how to build a retention schedule grounded in legal requirement and business need, and how to dispose of records defensibly.

2 DaysIn-house or publicLive online available

Course outline

What this programme covers, module by module.

  1. 01Why retention matters: cost, risk and discoverability
  2. 02Sources of retention requirements and how to research them
  3. 03Building a retention schedule by record series
  4. 04Legal holds and suspending scheduled disposal
  5. 05Disposal authorisation, execution and certificates of destruction
  6. 06Electronic records, backups and the problem of copies
  7. 07Reviewing and maintaining the schedule over time

What you will gain

  • Identify the legal and operational basis for each retention period
  • Build a retention schedule covering the organisation's record types
  • Apply legal holds and suspend disposal correctly
  • Execute disposal with proper authorisation and evidence
  • Handle disposal of electronic records and backups
  • Review and maintain the schedule as requirements change

Who should attend

  • Records and information managers
  • Compliance and legal staff
  • Departmental record custodians
  • Internal auditors

Upcoming sessions

DateCityDurationFeesBook
27 to 28 Oct 2026Pretoria2 DaysR10,000
16 to 17 Nov 2026Durban2 DaysR10,000
30 Nov to 1 Dec 2026Cape Town2 DaysR10,000
11 to 12 Jan 2027Johannesburg2 DaysR10,000
26 to 27 Jan 2027London2 DaysUS$1,100
12 to 13 Apr 2027Dubai2 DaysUS$1,100
14 to 15 Jun 2027Pretoria2 DaysR10,000

Fees are per delegate and exclude VAT. Public intakes are confirmed once minimum numbers are met. We also deliver this course on your own schedule, in-house or live online.

Enquire about this course

Register your team or ask for a tailored in-house quote. We reply within one working day.

WhatsApp usCourse brochure (PDF)
Fees from
R10,000 per delegate
Duration
2 Days
Field
Document & Records Management
Formats
In-house, public, online