Deanna, we try for a 5 year review cycle (and don't always meet it). I
think the best way to plan is to monitor events happening in your
particular industry that may impact retention. To give some examples in
local government: the passage of HIPAA impacted medical records retention
(some lower/some higher); tough on crime legislation led to increases in
criminal records retention. A current example: gun legislation may impact
how long we keep records on background checks. In my experience, high
impact events (industry scandals, disasters, 9/11) often lead to longer
retentions (for example, did concerns coming out of the tragic
tsunami/disaster in Japan impact certain records in your industry?);
concerns/demands for efficiencies, de-regulation, even civil liberties
etc... often lead to lower retentions.

-- 
Dwight Wallis, CRM
Multnomah County Records Management & Distribution Services Manager
1620 SE 190th Avenue
Portland, OR 97233
ph: Records- (503)988-3741
ph: Distribution - (503)988-3533, x29131
cell: (503)260-2263
fax: (503)988-3754
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