1. Arthur Schopenhauer – 1788-1860 Prussian / German philosopher
Quote of the Day
“Everyone takes the limits of his own vision for the limits of the world”
Arthur Schopenhauer – Prussian / German philosopher

2. Retention and Relationships
IRMS Public Sector Group
Westminster Archives – London
Friday, June 16, 2017

3. @IRMSPSG @alison8north #3rdsector #inforetention

4. 3rd Sector Organisations
Charities
Community Interest Companies
Self-help groups
Social enterprises
Mutuals
Cooperatives
Voluntary organisations
3rd Sector Organisations
Neither public nor private

5. RM retention schedules are reference documents not a plan of action

6. RETENTION RULES Simple
Easy to apply during the normal course of business
Cost neutral to the project or service
Follow the letter of the law and the needs of the organisations

7. Creating and managing retention schedules so that 3rd sector and public sector can work together
This is not about retention schedules this is more about clarity of purpose, mutual understanding and agreement

8. 3 steps 1 Clarity of purpose 2 Mutual understanding (about)
What is the project / service that the information supports
Who owns the info
Who is responsible for what
3 steps
2 Mutual understanding (about)
Retention and disposition
Process to manage retention
Audit and quality checks
3 AGREEMENT

9. Costs
Resources
Timeline
Agreement

10. Benefits from the 3rd sector
insight
Understanding the needs of service users and communities that the public sector wishes to reach
Benefits from the 3rd sector
Performance
In delivering services
innovation
In developing solutions

11. Commissioning work with the third sector
Managing the information

12. Commissioning work with the third sector
Availability of the information
Commissioning work with the third sector

13. Commissioning work with the third sector
Security and privacy issues
Commissioning work with the third sector

14. Commissioning work with the third sector
Retention of the information

15. RETENTION Easy to apply during the normal course of business
Cost neutral to the project or service
Follow the letter of the law and the needs of the organisations
RETENTION

16. retention
“Simples”

17. Thank you Alison North E: anorth@aninformation.co.uk T: alison8north