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Annual Retention Reviews: A Quick Win for Compliance

A yearly review of your retention practices helps avoid silent failures. Here’s how to do one well.

Retention rules are only as good as their enforcement. An annual review ensures your policies are followed — and still relevant.

What to include in your yearly audit:

  • Sample checks across departments
  • Review of automated deletion settings
  • Interviews with key staff to find real-life practices

Make it light-touch but regular. Small course corrections now prevent major compliance gaps later.

One day a year can save you weeks of trouble later.

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