Portfolio 86-1st: Records Retention for Enterprise Knowledge Management

Wks. 1 Sample Records Retention Plan

Wks. 2 Employee Acknowledgment and Information Form

Wks. 3 Records Retention Plans — Checklist of Key Elements*

Wks. 4 E-mail Retention: Readiness Survey*

Wks. 5 Records Audit and Interview Outline

Wks. 6 Retention Period for Specific Records

Wks. 7 Certain Legal and Regulatory Requirements Concerning Records Retention

Wks. 8 State Laws Requiring Security Breach Notification

Wks. 9 Sample Preservation Letter to Client

Wks. 10 Sample Preservation Letter to Opposing Counsel or Non-Represented Party

Wks. 11 Federal Rules of Civil Procedure Chapter V Depositions and Discovery Rules 26 through 37

Wks. 12 Medtronic Sofamor Danek, Inc. v. Michelson

Wks. 13 Zubulake v. UBS Warburg LLC

Wks. 14 Coleman (Parent) Holdings, Inc. v. Morgan Stanley & Co., Inc.