This spring, Michigan State University completed the first phase of a multi-year records retention schedule project by revising the Human Resources Records Retention Schedule. The new schedule, which is the first major revision since 1990, aligns with regulations and best practices, is easier to read, and clearly identifies a number of active and legacy business systems as well as offices of record for each record series.
The first phase of the project took over two years to complete and involved significant support from a number of critical stakeholders, including Human Resources, Academic Human Resources, Office of Inclusion and Intercultural Initiatives, and General Counsel. Before jumping into the next phase of the project (Fiscal Records, here I come!), I wanted to reflect on some lessons learned regarding retention schedule revisions. Continue reading “Revising a Retention Schedule: Lessons Learned”