Administration
Management Plans and Procedures Retention
Management plans, procedures and other administrative documents can become vital resources for consulting many countless years into the future. Even if major elements of your business have changed, you may need to keep a record of how processes, policy and procedure was dealt with in the past in order to perform a comparative analysis.
Additionally, management and administrative documentation can become relevant evidence in legal cases. Lawsuits regarding discrimination, non-disclosure, wrongful termination and other cause-of-actions can often be examined by closely scrutinizing documented work policies.
As such, most managerial and administrative documents are considered irreplaceable, and the general recommendation is to hold onto them forever, whether in digital or paper form.
Suggested Retention Duration for Select Managerial/Admin Documents
| Document Type | Suggested Minimum Retention |
| Corporate charter and bylaws | Permanently |
| Strategic plans | Permanently |
| Organizational charts | Permanently |
| Mission/vision statements | Permanently |
| Patents and related papers | Permanently |
| Copyrights, trademarks | Permanently |
| Administrative Correspondence* | 3 years |
| *(Important memos, emails and other correspondence regarding strategy, services, programs, policies, procedures, planning and other such materials) | |
| General/Routine Correspondence | 1 year |
| Legal Correspondence | Permanently |
| Asset appraisals | Permanently |
| Property records including cost reports, depreciation schedules | Permanently |
| Deeds, mortgages, bills of sale | 7 years after property sale or transfer |
| Internal audit reports | 3 years |
| Employee evaluations | 3 years following termination |
| Training Manuals | Permanently |
| Sales records | 7 years |
| Year-end statements | Permanently |
Other Documents
For retention schedules for other types of documents, consult the similar tables provided in the corresponding sections:
Important note: These lists were written to serve as general guidelines and not as a replacement for expert opinion. Consult your CPA or a New York business attorney for specific advice on best practices and legal compliance requirements.
NAID Certified
Complies with and fulfills all regulatory
requirements and policies of the
National Association for Information Destruction
What People Are Saying About PROSHRED®
Safe shredding really tears it up!!! Very professional and respectful of the workplace. Very trustworthy and safely dispose all of our confidential documents.... read moreSafe shredding really tears it up!!! Very professional and respectful of the workplace. Very trustworthy and safely dispose all of our confidential documents. Would definitely recommend their services. read less
Aaron Berg10/30/2014I don't know why you would even consider using anyone else. Extremely professional from scheduling, prompt arrival and courteous and friendly service. If... read moreI don't know why you would even consider using anyone else. Extremely professional from scheduling, prompt arrival and courteous and friendly service. If the form allowed it, I would give more then 5 stars. read less
Lyn Wagner4/10/2018Great value,did what they said they would do in terms of contacting me, the driver calling me, courtesy of your employees.
Staff Member10/30/2015After leaving messages for three other shredding companies without a return call, I was told about Safe Shredding by a friend. Their manager came... read moreAfter leaving messages for three other shredding companies without a return call, I was told about Safe Shredding by a friend. Their manager came out to my site to see my documents, provided me with an immediate quote and was able to schedule the service the next day. I wish everything was that easy. read less
Brian Marx10/30/2014This was the first time using Safe Shredding for my company. I was very happy with the service, both the prompt response in setting up... read moreThis was the first time using Safe Shredding for my company. I was very happy with the service, both the prompt response in setting up an appointment and the efficiency of the driver and office. I would definitely use Safe Shredding again. read less
Marra Mazzella10/30/2016I use them for my company, The O'Donnell Agency, and would definitely recommend them to everyone. Their professionalism and service is impeccable. They are... read moreI use them for my company, The O'Donnell Agency, and would definitely recommend them to everyone. Their professionalism and service is impeccable. They are very reliable, always on time, and call ahead of time to let you know that they are on their way. They work very fast to get many bags of shredding out of our office. They are wonderful and I will make sure to recommend to all my friends/clients. read less
Erin Griffith10/30/2015Safe Shredding is the best! Their employees are always polite and make sure to be as quiet as possible while doing their job, which is... read moreSafe Shredding is the best! Their employees are always polite and make sure to be as quiet as possible while doing their job, which is important in our office. I would recommend Safe Shredding to anyone looking for this type of service. read less
Christina Butera10/30/2014Very professional and extremely nice!
Sharron Reed10/30/2015I have been using Safe Shredding for a few years now, and every experience has been a positive one. I make one phone call,... read moreI have been using Safe Shredding for a few years now, and every experience has been a positive one. I make one phone call, and the job is usually done the next day. It's that simple. read less
Elliot Gorman10/30/2013Great service
Michael Edwards10/30/2014Highly recommended...phone contact excellent, truck arrived at the scheduled time, handled our shredding quickly and professionally.
Dolores DiLeo10/30/2016We have used Safe Shredding for the past 3 years after switching from a well-know competitor. They made it so easy to schedule an... read moreWe have used Safe Shredding for the past 3 years after switching from a well-know competitor. They made it so easy to schedule an appointment, book a time and they came out to shred our documents within a few days. I would highly recommend Safe Shredding for any of your shredding needs. read less
A Work10/30/2014Our doctor's office has used Safe Shredding many times. They are always courteous, on time and do a great job. We are very... read moreOur doctor's office has used Safe Shredding many times. They are always courteous, on time and do a great job. We are very confident that our papers are handled and shredded in a most professional manner. read less
Lynne Tanner10/30/2014I am extraordinarily pleased with the outstanding service Steve and his partner provided to me when they came to shred close to 800 pounds of... read moreI am extraordinarily pleased with the outstanding service Steve and his partner provided to me when they came to shred close to 800 pounds of paper! They were knowledgeable, courteous, prompt and absolutely professional!!!!As an identity theft specialist I know how important it is to shred personal information and how tempting it can be to just throw caution to the wind and just dump it.Safe Shred is the answer to this dilemma!If expense is an issue, pool your shredding with family and friends and share the peace of mind from an uncluttered environment!!!!!!LOVED IT!!! read less
Eileen Marcial12/08/2014
