Executive summary

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 strategic execution asset 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 is inside

What this workflow covers

This is a preview of the full deliverable. Inside the Stratenity Library, this workflow walks your team 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

Create a free account to view the full page