A disposition trigger is only as good as the event it names.
The difficult ones show up in three places: your policy, your procedures, and your outside counsel guidelines. A matter goes inactive but never formally closes. A record type gets called “vital,” with no agreement on what that means. An outside counsel guideline says to dispose “after a period of inactivity,” which could mean five days or five years. When the standard is subjective, disposition stalls and the estate keeps growing.
This session is about making those triggers fire. Our panel of information governance experts will work through three moves to help you get there, including how to spot a difficult trigger in your own policy, how to rewrite it against an objective standard, and how to defensibly clean up the legacy data you are already holding without reviewing it file by file.
Key Takeaways:
- How to spot a difficult trigger in your own schedule: from subjective language to a matter status that never resolves to closed
- The objective-standard test that decides whether a trigger can be operationalized at all, before you write it into policy
- The line between a record and property, and why the electronic copy of a will or deed is usually a record
- How to pre-approve disposition by risk profile, so deletion confirms a decision instead of making one
- How to sequence a legacy cleanup that starts with the oldest, least contested, and highest-risk content
Speakers:
Christian Paschke, Product Advisor - Data Discovery, ActiveNav
Christopher Hockey, IGP, CIPP/US, AIGP, Ed.D., Manager, Information Governance, Gibson, Dunn & Crutcher
Tom Corey, Esq., AIGP, CIPM, CIPP/US, CRM | Of Counsel, Gunster
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