Data Governance • 9 min read • November 30, 2024

Data Retention Policies: A Step-by-Step Guide

Create a retention policy that balances legal requirements, security, and operational needs.

A data retention policy sets how long you keep data and when you delete it. Without one, you keep data indefinitely and increase risk without benefit.

Inventory What You Collect

Start with a list of data categories: account info, billing data, support tickets, logs, and marketing records. Each category needs a retention period.

Legal vs. Business Needs

Some data must be retained for legal or tax reasons. Other data is only useful for analytics or support and can be deleted sooner.

Define Retention Schedules

Set clear timeframes, such as "support tickets: 24 months" or "marketing leads: 12 months without activity." Consistency is more important than perfection.

Automate Deletion

Manual cleanup fails. Add automated jobs that delete or anonymize data on a schedule.

Document and Communicate

Publish a summary in your privacy policy and keep an internal version that includes the full details for audits.

Bottom Line

Shorter retention reduces risk and cost. A simple, enforced policy is better than a complex one that is never used.

Legal Disclaimer

This article is for informational purposes only and does not constitute legal advice. Privacy laws vary by jurisdiction and change over time. Consult with a qualified attorney for advice specific to your situation.

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