Page 421 - Board Member Onboardin August 2019

8/9/2019 CSCS Record Retention and Disposition Schedule
RETENTION AND DISPOSITION SCHEDULE
BRAND MANAGEMENT
(DOCUMENTING IDENTICAL PROCESSES FOR APPLEBEE'S AND IHOP)
Purpose of Existence Minimum Retention Maximum Business Process #
Record Name Record Description Years Covered Revision Frequency Format (Business, Litigation, Main Location Duplicate Period Retention Period Disposition (CSCS Risk Control Business Process Further Comments
Description
Locations
Method
Compliance) (in years) (in years) Matrix)
[1] [2] [3] [4] [5] [6] [7] [8] [9] [10] [11] [12] [13] [14]
Test,
BP 280 - 290 Based on State of
1. Risk Assessment Forms Details of risks related to projects 2009 - current Periodically Excel Business CSCS SharePoint/ None 3 5 Destroy securely BP 360 - 370 Promotion, and California's record
(for new items) Litigation Brand Management BP 440 - 450 Menu Planning & retention policies
Initiation
BP 300 Test, Based on State of
CSCS SharePoint/
2. Test Brief Details of test 2009 - current Periodically Email Business None 3 5 Destroy securely BP 380 Promotion, and California's record
Brand Management
BP 460 Menu Forecasting retention policies
BP 300 Test, Based on State of
3. Food Show material Documents from Food Show 2009 - current Periodically Email Business Emails None 1 3 Destroy securely BP 380 Promotion, and California's record
BP 460 Menu Forecasting retention policies
4. Franchise Op Council Next steps/ visibility to brands' BP 300 Test, Based on State of
Notes programs 2014 - current Periodically Email Business Emails None None None None BP 380 Promotion, and California's record
retention policies
Menu Forecasting
BP 460
BP 300 Test,
5. Marketing presentation Marketing presentations from 2014 - current Periodically Email Business Emails None None None None BP 380 Promotion, and Not our document, we
brands should not keep
BP 460 Menu Forecasting
CSCS
BP 300
6. Marketing calendar Marketing calendar documents 2014 - current Periodically Email Business Brands' SharePoint SharePoint/ 3 5 Destroy securely BP 380 Test, Not our document, we
Promotion, and
documents Brand BP 460 Menu Forecasting should not keep
Management
7. Brand Forecasts/ Re-
BP 300
forecasts: yields, recipes & Documents from Brands about 2009 - current Periodically Email Business CSCS SharePoint/ Personal email 3 5 Destroy securely BP 380 Test, Based on State of
Promotion, and
California's record
Demand Planning & Menu yields and recipes Brand Management folder BP 460 Menu Forecasting retention policies
Maker Report
CSCS SharePoint/
Brand Management BP320 Test, Promotion and Based on State of
8. AIPs Signed approval for inventory 2009 - current Periodically Signed and Business (PDFs, hard copies in None 3 7 Destroy securely BP 400 Menu Execution and California's record
(Menu, Test, LTOs) purchase PDF Litigation the file cabinet's BP 480 Management retention policies
Chris office)
BPM's dashboard is now
BP 330 Test, Promotion, and
CSCS SharePoint/ in place. Should we
9. Daily Snapshots Details of items, volumes by DC 2009 - current Continuously Excel Business Brand Management None 3 5 Destroy securely BP 410 Menu Inventory archive old documents or
BP 490 Management
purge?
10. Obsolete Inventory Details of obsolete inventory and CSCS SharePoint/ BP 340 Test, Promotion, and Based on State of
Workbook financial impact 2009 - current Periodically Excel Business Brand Management None 3 5 Destroy securely BP 420 Menu Obsolete Inventory California's record
retention policies
BP 500
BP 340
11. Emails and database Database for invoices 2009 - current Continuously Excel Business CSCS SharePoint/ Personal email 1 3 Destroy securely BP 420 Test, Promotion, and Based on State of
California's record
for invoices Brand Management folder Menu Obsolete Inventory
BP 500 retention policies
12. Meeting minutes and Based on State of
correspondences between Emails to and from Finance 2009 - current Continuously Email Business Emails None 1 3 Destroy securely BP 300 - BP 500 All BM processes California's record
CSCS and Brand Finance retention policies
Based on State of
13. Inventory Standard keep track of how you do against 2014 - current Continuously Excel Business CSCS SharePoint/ None 1 3 Destroy securely BP 300 - BP 500 All BM processes California's record
Model (Protein Models) contract Brand Management retention policies
8