Peter writes:

"as an aside i'm reviewing a retention schedule that has been developed by a law firm for a small non-profit organization and it is what you would expect. A nice long laundry list of document types but with no tie back to how those documents are filed. oh! and they forgot to provide citations to the regulations."

 

If I had a nickel for every time outside counsel said "you need a retention schedule" and then when I produced the appropriate schedule all they said was "oh" I'd be retired. And some of my best friends are attorneys so I say this with a great deal of affection. 

 

Recently I had the pleasure to write a retention schedule for a local sports team's charitable foundation. The charity's board approved it a few days ago along with other policies and decrees. I just heard this morning that all involved were impressed by the document including the resident lawyer. Apparently I will be asked to write the schedule for the team as well :)

 

Rock on!

Sharon

 

PS Looking like a Porsche drive on Sunday. Finally some sun here although not too warm. 

Sharon Burnett, CRM

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Seattle Washington USA 

"If it ain't broke, take it apart and see why. If it is broke, take it apart
and see why."


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