Thanks. I liked this. I would suggest one addition...
Personal integrity - Retain indefinitely. Has archival value and should be
remembered long after you are reformatted to ethereal form.
Kathy Bashaar, PMP
Corporate Records Management
Phone 412-768-1877
Mailstop P6-PUSX-43-4
"Link, Gary M."
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UFL.EDU> OT: Retention Schedule for Life
12/22/2006 07:22
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It has been four years since I originally posted this to the list, so I
thought turnover might make it new to many list members. It is a
Holiday/New Years reflection on life's priorities. Today will be my last
day at work for 2006, so I want to wish everyone a Happy Holidays and Happy
New Year:
"A Retention Schedule for Life"
We prioritize our lives without really thinking about it; without a written
policy or retention schedule. But, having written many records retention
schedules in my career, I thought I could take this holiday season of
celebration and reflection and write a retention schedule for life, in
order of my own priority. (If you try this at home, your list may be
prioritized differently.)
Family - Retain permanently. Older members may be reformatted from
corporeal to ethereal format, but storage space remains unlimited in your
heart. Note that no periodical rotation is required for ethereal storage,
and you will be there one day also.
Job/Profession - Prioritized in different slots depending on when you are a
child, adult, or retiree. It is placed above friends during the stage of
life when you have children to feed, clothe, and house. Retain until no
longer needed. For many people, (ex: artists or writers) your job may be
the love of your life and you may keep it as long as you are able to do it.
Friends - Retain as long as you can be true to them and they to you.
Food - Prioritized according to the time of day. Discard at posted
expiration date or after it changes color.
Joy - This is a transient record: attempt as wide a distribution as you
can.
Car - Retain for its useful life. (Unless it is an '84 Subaru hatchback and
you are a 25 year old male: Drive it until its wheels fall off. Then salute
as the junk yard tow truck drags it away at 194,000 miles.)
Responsibilities - Retain these as long as they are yours. Discard as soon
as they are no longer yours. Be careful that your life storage space does
not become full with them. This often occurs when your kids start school,
scouts, band, and sports, and every parents organization around needs your
help. (Not to mention professional organizations, too.)
Worries - Retain only the ones that are needed to compel you to accomplish
tasks, and discard as soon as possible. Do not hesitate to purchase an
industrial shredder for their disposal.
Anger - Discard this immediately. Forgiveness is even better than a
shredder for this one, and is available at all religious outlets, as well
as a few commercial ones (like jewelry stores and flower shops).
Regrets - It is recommended that you organize your life so that this record
is not created in the first place. No retention.
So that is my retention schedule for life. I'm sure there are many other
items we can add and schedule. But that is a task for next year. Happy
Holidays, everyone. And have a great New Year!
Gary Link, CRM
Corporate Records Manager
Astorino
227 Fort Pitt Boulevard
Pittsburgh, PA 15222
412.765.1700
412.765.1711 Fax
www.astorino.com
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