The records process from creation/classification through version control, retention scheduling, archival and disposition, aligned to ISO 15489. This is the Document Control and Records Retention Workflow from the Stratenity Library, a governed consulting deliverable that is already built for you. It gives your team the full working method for document control and records retention, and it walks through everything from creation, classification and metadata to defensible disposal and the audit trail. Every asset ships with a worked client example, a clear RACI, defined KPIs, and governance you can defend, so your team adapts it to a live client engagement instead of starting from a blank page.
What this workflow covers
This is a preview of the full deliverable. Inside the Stratenity Library, this workflow walks a consultant through the complete method, section by section, with a worked client example threaded throughout.
- Context, Scope and Objectives
- Approach and Methodology
- Creation, Classification and Metadata
- Version Control and Change Management
- Retention Scheduling and Legal Holds
- Archival Storage and Controlled Access
- Defensible Disposal and the Audit Trail
- Performance and Outcomes
- Findings and Insights
- Recommendations and Roadmap
- Value Realisation Framework
- Risks, Assumptions, Issues and Dependencies (RAID)
- Governance and Next Steps
Review, download, and activate in 48 hours
Stratenity Library subscribers can review this workflow in full, download it, and activate it into a governed, client-ready deliverable in 48 hours rather than weeks. Each asset ships with a worked client example, a clear RACI, defined KPIs, and governance you can defend.
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