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 were 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:
- Corporate Records
- Financial Records
- Business Taxes Records
- Personnel Records
- Contracts
- Donor Records
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.
What People Are Saying About PROSHRED®
The staff was great from booking on down. Easy and hassle free. And the guys for pick-up were patient (I was at work... read moreThe staff was great from booking on down. Easy and hassle free. And the guys for pick-up were patient (I was at work - five minutes away - when they got to my apartment) not to mention helpful and extremely nice. With only a relatively very small amount to be picked up, I never felt treated like I was any less important than a business with a much larger pick-up. read less
Michael Fife3/24/2019Not only were they right on time, but the professionalism, care , and courtesy were top notch! The pricing is very competitive, and with the... read moreNot only were they right on time, but the professionalism, care , and courtesy were top notch! The pricing is very competitive, and with the extraordinary service iPROSHRED is well worth using! read less
Frederick Shapiro10/28/2019When I booked the appointment I requested a time and confirmed it when I got the call back from ProShred one day prior. On the... read moreWhen I booked the appointment I requested a time and confirmed it when I got the call back from ProShred one day prior. On the morning of the job I got a call from the driver telling me he was within 30 minutes of me, problem was that it was 3 1/2 hours earlier than I'd requested + the job was at my father in law's home about 20 mins away. Anyway, all's well that ends well. We met the driver and the job done quickly, efficiently and given the visibility of the bin being tipped inside (via LED screen outside) and contents shredded before our eyes, impressively. I checked back on the original confirming email which did suggest I should call back to confirm a specific time. There was the hangup, the driver did not have my time on his route schedule. I had twice referenced 2pm on the original order and prior day confirmation, someone should have taken note and updated the route driver's schedule. Not a big deal because it worked but something for you to assess on your procedures. read less
Steve Lachaga10/28/2016What a great experience. Wonderful to deal with fast reliable service.
Mike DeFlorio6/28/2020ProShred was up front about cost. Showed up with very professional employees and made our process painless. Highly recommend.
Produccion Pablo Alarcon9/24/2014Great Service! Great Company! Great Prices!
Jorge Arredondo10/28/2014Not only were they right on time, but the professionalism, care , and courtesy were top notch! The pricing is very competitive, and with the... read moreNot only were they right on time, but the professionalism, care , and courtesy were top notch! The pricing is very competitive, and with the extraordinary service iPROSHRED is well worth using! read less
Frederick Shapiro3/24/2019I am one of the chairs of the North Castle Recycling Committee. Each year we have a Zero Waste Day and we look for... read moreI am one of the chairs of the North Castle Recycling Committee. Each year we have a Zero Waste Day and we look for a shredding company that will provide shredding for a community event. This year we invited ProShred. ProShred was fantastic. They came early and left only when their truck was full. The truck operator was professional, patient and pleasant to our town residents. From my first call where I had the pleasure of speaking with Ms. Latoya Banfield, Sales & Operations Manager, to the end of the event, ProShred really provided an excellent service. Ms. Banfield was always available by phone or by email. She handled all issues and our event went so smoothly.I recommend ProShred as a shredding company for your professional or personal needs, as well as for a community event. I have every confidence in ProShred. read less
Beth Pollack9/24/2014I am one of the chairs of the North Castle Recycling Committee. Each year we have a Zero Waste Day and we look for... read moreI am one of the chairs of the North Castle Recycling Committee. Each year we have a Zero Waste Day and we look for a shredding company that will provide shredding for a community event. This year we invited ProShred.ProShred was fantastic. They came early and left only when their truck was full. The truck operator was professional, patient and pleasant to our town residents. From my first call where I had the pleasure of speaking with Ms. Latoya Banfield, Sales & Operations Manager, to the end of the event, ProShred really provided an excellent service. Ms. Banfield was always available by phone or by email. She handled all issues and our event went so smoothly.I recommend ProShred as a shredding company for your professional or personal needs, as well as for a community event. I have every confidence in ProShred. read less
Beth Pollack10/28/2014Service was timely and good. Got job done for less than estimate. Great job!
Joy Edwards10/28/2015Great service at great rates. They were very accommodating to even small jobs and very convenient from all major highways for a drop off.... read moreGreat service at great rates. They were very accommodating to even small jobs and very convenient from all major highways for a drop off. Steve is very professional and the drop to payment takes only minutes. They also offer at home service, which is great for larger jobs. read less
RMM Accounting Department5/28/2020Service was timely and good. Got job done for less than estimate. Great job!
Joy Edwards9/24/2015Because of the virus my husband was cleaning out his home office, as a realtor he had documents more than 10 years old. We... read moreBecause of the virus my husband was cleaning out his home office, as a realtor he had documents more than 10 years old. We didn’t know where to go, and found Pro Shed online. We set up an appointment for drop-off with Steve. He was very accomodating, professional and courteous. When he noticed my husband’s military hat, he went out of his way to assist while still being socially distant. The documents were extremely sensitive due to the nature of my husband’s business. We now have a much more organized office, we would definitely recommend Pro Shred and Steve to other businesses,friends, and relatives! Thank you Steve! read less
Marietta Sanzo5/28/2020Super nice and accommodating during the pandemic. Bin was left outside on ramp and we talked from 10 feet away. Drive up, drop your shredding,... read moreSuper nice and accommodating during the pandemic. Bin was left outside on ramp and we talked from 10 feet away. Drive up, drop your shredding, drive away. So easy! Thanks to Steve who was so nice. read less
Marti Golon4/28/2020Steve and Elva were great, easy to deal with! Thank you!
Lisa Bleyzer7/28/2020
