Skip to content
EasyUphillTRAININGCORPORATE DEVELOPMENT
HomeCoursesTrainersInsightsAboutContactBook a course+27 81 041 7673
Choose “Save as PDF” as the destination to email Records Retention and Disposal Policy to a client.
EasyUphill
CORPORATE DEVELOPMENT
+27 81 041 7673
training@eubiz.co.za
68 Sunstone Street, Germiston, 1401
eubiz.co.za
Document & Records Management

Records Retention and Disposal Policy

Duration
2 Days
Delivery
In-house, public or online
From
R10,000 per delegate
Certificate
On completion
Course overview

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.

What you will be able to do
  • 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
Course outline
01
Why retention matters: cost, risk and discoverability
02
Sources of retention requirements and how to research them
03
Building a retention schedule by record series
04
Legal holds and suspending scheduled disposal
05
Disposal authorisation, execution and certificates of destruction
06
Electronic records, backups and the problem of copies
07
Reviewing and maintaining the schedule over time
Upcoming public sessions
DatesVenueDurationFee per delegate
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 exclude VAT. This course can also be delivered in-house at your premises on dates that suit your team, or live online.
To book or ask for an in-house quote

Reply to the email this brochure came with, call +27 81 041 7673, or visit eubiz.co.za and open this course.

EasyUphill Training & ConsultingTailored training that moves teams forward.
+27 81 041 7673  ·  training@eubiz.co.za
68 Sunstone Street, Germiston, 1401  ·  eubiz.co.za