Page 431 - Aida Hovsepian Onboarding

2/28/2018 CSCS Record Retention and Disposition Schedule
RETENTION AND DISPOSITION SCHEDULE
BRAND MANAGEMENT
(DOCUMENTING IDENTICAL PROCESSES FOR APPLEBEE'S AND IHOP)
Purpose of
Years Existence Duplicate Minimum Maximum Disposition Business Process # Business Process
Record Name Record Description Covered Revision Frequency Format (Business, Litigation, Main Location Locations Retention Period Retention Period Method (CSCS Risk Control Description Further Comments
Compliance) (in years) (in years) Matrix)
[1] [2] [3] [4] [5] [6] [7] [8] [9] [10] [11] [12] [13] [14]
1. Risk Assessment Business Shared drive/ Brand Brands' BP 280 - 290 Test, Based on State of
Promotion, and
Forms Details of risks related to projects 2009 - current Periodically Excel Litigation Management SharePoint 3 5 Destroy securely BP 360 - 370 Menu Planning & California's record
(for new items) BP 440 - 450 retention policies
Initiation
BP 300 Test, Based on State of
2. Test Brief Details of test 2009 - current Periodically Email Business Shared drive/ Brand Brands' 3 5 Destroy securely BP 380 Promotion, and California's record
Management SharePoint
BP 460 Menu Forecasting retention policies
BP 300 Test, Based on State of
Shared drive/ Brand Personal email
3. Food Show material Documents from Food Show 2009 - current Periodically Email Business Management folder 1 3 Destroy securely BP 380 Promotion, and California's record
BP 460 Menu Forecasting retention policies
BP 300 Test, Based on State of
4. Franchise Op Council Next steps/ visibility to brands'
Notes programs 2014 - current Periodically Email Business Brands' SharePoint None None None None BP 380 Promotion, and California's record
BP 460
Menu Forecasting
retention policies
BP 300 Test,
Marketing presentations from Not our document, we
5. Marketing presentation brands 2014 - current Periodically Email Business Brands' SharePoint None None None None BP 380 Promotion, and should not keep
BP 460 Menu Forecasting
Shared drive/ BP 300 Test,
6. Marketing calendar Not our document, we
Brand
documents Marketing calendar documents 2014 - current Periodically Email Business Brands' SharePoint Management 3 5 Destroy securely BP 380 Promotion, and should not keep
BP 460
Menu Forecasting
7. Brand Forecasts/ Re- BP 300 Test, Based on State of
forecasts: yields, recipes & Documents from Brands about 2009 - current Periodically Email Business Shared drive/ Brand Personal email 3 5 Destroy securely BP 380 Promotion, and California's record
Demand Planning & Menu yields and recipes Management folder
Maker Report BP 460 Menu Forecasting retention policies
Shared drive/ Brand
8. AIPs Signed approval for inventory Signed and Business Management (PDFs, Personal email BP320 Test, Promotion and Based on State of
(Menu, Test, LTOs) purchase 2009 - current Periodically PDF Litigation hard copies in the folder 3 7 Destroy securely BP 400 Menu Execution and California's record
file cabinet's Chris BP 480 Management retention policies
office)
BPM's dashboard is now
Shared drive/ Brand Personal email BP 330 Test, Promotion, and in place. Should we
9. Inventory Trackers Details of items, volumes by DC 2009 - current Continuously Excel Business 3 5 Destroy securely BP 410 Menu Inventory
Management folder archive old documents or
BP 490 Management
purge?
BP 340 Test, Promotion, and Based on State of
10. Obsolete Inventory Details of obsolete inventory and Shared drive/ Brand Personal email
Workbook financial impact 2009 - current Periodically Excel Business Management folder 3 5 Destroy securely BP 420 Menu Obsolete California's record
BP 500
retention policies
Inventory
11. Emails and database Shared drive/ Brand Personal email BP 340 Test, Promotion, and Based on State of
for invoices Database for invoices 2009 - current Continuously Excel Business Management folder 1 3 Destroy securely BP 420 Menu Obsolete California's record
BP 500 Inventory retention policies
12. Meeting minutes and Brand Based on State of
correspondences between Emails to and from Finance 2009 - current Continuously Email Business Shared drive/ Brand Management's 1 3 Destroy securely BP 300 - BP 500 All BM processes California's record
CSCS and Brand Finance Management SharePoint retention policies
13. Inventory Standard keep track of how you do against Shared drive/ Brand Based on State of
Model (Protein Models) contract 2014 - current Continuously Excel Business Management None 1 3 Destroy securely BP 300 - BP 500 All BM processes California's record
retention policies
8