Modern Retention Schedules Webinar in Partnership With ARMA VI | 24th November 2026 12:30 - 13:30 PDT 

This masterclass is scheduled to run on...

About this Webinar

Retention schedules are the foundation of effective information governance, yet many organisations struggle to keep them relevant in today's digital workplace.

As organisations adopt Microsoft 365, embrace AI technologies and manage increasing volumes of information, traditional retention schedules often become outdated, overly complex, difficult to maintain and disconnected from business needs.

In this practical and engaging webinar, we explore how to modernise retention schedules so they support compliance, reduce risk, improve efficiency and help organisations prepare for AI-driven ways of working.

Whether you are creating a retention schedule from scratch, reviewing an existing framework or looking to align retention with Microsoft Purview and modern information governance practices, this session will provide practical guidance and actionable takeaways you can apply immediately.

Attendees will leave with a clearer understanding of how to build retention schedules that are meaningful, defensible and designed to support the modern digital workplace.

Delivery

Led by a live instructor, learn virtually (via Microsoft Teams) alongside a small group of other students.

Duration

1 Hour

Certification

No certification included

Free Webinar

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EMPOWER Accelerator

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What You'l Learn

During this webinar, we will cover:

Why Retention Schedules Matter More Than Ever
  • The role of retention in governance, compliance and risk management
  • The impact of AI, automation and Microsoft 365 on records retention
  • Common challenges organizations face with legacy retention schedules

Designing a Modern Retention Schedule
  • Moving from complex schedules to business-friendly frameworks
  • Aligning retention requirements with organisational functions and activities
  • Creating schedules that are practical, understandable and maintainable

Defensible Retention and Disposal
  • Understanding legal, regulatory and operational requirements
  • Managing risk through consistent retention decisions
  • Supporting defensible disposition and audit readiness

Retention in Microsoft 365
  • Understanding how retention schedules support Microsoft Purview
  • Retention labels, policies and governance considerations
  • Connecting business retention requirements with technology implementation

Preparing for AI and Information Readiness
  • Why trusted information is essential for successful AI adoption
  • Reducing information clutter and managing ROT (Redundant, Obsolete and Trivial information)
  • Creating stronger information foundations for AI initiatives

Practical Steps to Get Started
  • Reviewing and assessing your current retention framework
  • Gaining stakeholder engagement and business buy-in
  • Developing a roadmap for retention schedule modernization

Key Takeaways

Key Takeaways:

By the end of this webinar, participants will be able to:
✅ Understand the characteristics of a modern retention schedule
✅ Identify opportunities to simplify and improve existing retention frameworks
✅ Align retention with Microsoft 365 and information governance objectives
✅ Support compliance and defensible disposal activities
✅ Improve organizational readiness for AI and digital transformation
✅ Create a practical roadmap for retention schedule modernization

Who Should Attend?

This webinar is ideal for:

  • Records Managers
  • Information Managers
  • Information Governance Professionals
  • Compliance Managers
  • Data Protection and Privacy Professionals
  • Microsoft 365 Administrators
  • Digital Transformation Leaders
  • Risk and Governance Teams
  • Anyone responsible for managing information across the organisationmodernisation

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