CATEGORY: Information Governance & Compliance

Data Retention Made Simple – Managing Retention Schedules for Compliance, Risk, and Operational Efficiency (C42-I)

Course Access: Lifetime
Course Overview

This course teaches you how to design and manage data retention schedules that balance compliance, risk, and efficiency. You’ll gain: Data Retention Foundations Understand the purpose and principles of data retention Learn how retention differs from archiving and records management Explore ISO 15489, GDPR, and sectoral regulations Retention Schedule Design Identify data types, sources, and regulatory requirements Define retention periods based on legal, operational, and risk factors Create defensible retention schedules and policies Implementation & Automation Apply retention rules across systems, repositories, and formats Use metadata, classification, and tagging to enforce retention Automate retention and deletion workflows using governance platforms Monitoring & Auditing Track retention compliance and exceptions Support internal audits, regulatory reviews, and eDiscovery Maintain documentation and change logs Risk & Compliance Alignment Align retention with GDPR, ISO 27701, DORA, NIS2, and ESG frameworks Mitigate risks of over-retention, premature deletion, and non-compliance Coordinate with privacy, legal, and IT teams Strategic Integration Embed retention into data governance, privacy, and lifecycle management Communicate retention policies to staff and stakeholders Support operational efficiency, transparency, and trust

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