Retention and disposal schedules Leadership retention schedule

Quality and performance

Assessments

  • Description: Assessments of quality, efficiency or performance of the authority, service or unit
  • Retention period: 6 years after date last modified
  • Action: Delete
  • Reasoning: Best practice
  • Personal data: No
  • Special category data: No

Inspections

  • Description: Inspection records
  • Retention period: 6 years after date last modified
  • Action: Delete
  • Reasoning: Best practice
  • Personal data: No
  • Special category data: No

Monitoring

  • Description: Monitoring or reviewing the quality, efficiency, or performance of a local authority service or unit
  • Retention period: 3 years after date last modified
  • Action: Delete
  • Reasoning: Business requirement
  • Personal data: No
  • Special category data: No

Process management

  • Description: Guidance, procedures, improvements
  • Retention period: 3 years after date last modified
  • Action: Delete
  • Reasoning: Business requirement
  • Personal data: No
  • Special category data: No

Analytics

  • Description: Statistics, analysis, reports (ad hoc), dashboards
  • Retention period: 3 years after date last modified
  • Action: Delete
  • Reasoning: Business requirement
  • Personal data: Yes
  • Special category data: No

Corporate performance management

Departmental returns

  • Description: Reports and returns, statistical data
  • Retention period: 6 years after date last modified
  • Action: Delete
  • Reasoning: Business requirement
  • Personal data: No
  • Special category data: No

Reports for government

  • Description: Reports and returns, statistical data
  • Retention period: 7 years after date last modified
  • Action: Delete
  • Reasoning: Business requirement
  • Personal data: No
  • Special category data: No

Service plans

  • Retention period: 6 years after date last modified
  • Action: Delete
  • Reasoning: Business requirement
  • Personal data: No
  • Special category data: No

Performance management

  • Description: Quarterly service reports, Council plan overview report, performance definitions, timetables, other performance reports, dashboards
  • Retention period: 6 years after date last modified
  • Action: Delete
  • Reasoning: Business requirement
  • Personal data: No
  • Special category data: No

Data analysis

  • Description: Statistics, analysis, reports (ad hoc), dashboards
  • Retention period: 6 years after date last modified
  • Action: Delete
  • Reasoning: Business requirement
  • Personal data: No
  • Special category data: No

Corporate performance management

Inspections and audit

  • Description: Performance reports, Data analytic reports, requests for information
  • Retention period: 6 years after date last modified
  • Action: Delete
  • Reasoning: Business requirement
  • Personal data: Yes
  • Special category data: No

Departmental reports

  • Description: Strategic reports, departmental evidence
  • Retention period: 6 years after date last modified
  • Action: Delete
  • Reasoning: Business requirement
  • Personal data: Yes
  • Special category data: No

Data collections

  • Description: Children in Need Census, 903 return, Fostering Data sets, ASGLB, Safeguarding Adults collection, SALT, DOLS, SSDA 902, Survey of Adult Carers in England, Adult user surveys, OFSTED
  • Retention period: 6 years after date last modified
  • Action: Delete
  • Reasoning: Business requirement
  • Personal data: Yes
  • Special category data: No

Requests

  • Description: Request for evidence and statistics
  • Retention period: 6 years after date last modified
  • Action: Delete
  • Reasoning: Business requirement
  • Personal data: Yes
  • Special category data: No

Consultations

Statutory

  • Description: Surveys and results
  • Retention period: 10 years after date last modified
  • Action: Delete
  • Reasoning: Business requirement
  • Personal data: No
  • Special category data: No

Departmental

  • Description: Surveys and results
  • Retention period: 10 years after date last modified
  • Action: Delete
  • Reasoning: Business requirement
  • Personal data: No
  • Special category data: No

Meetings

Executive or Cabinet

  • Description: Minutes, agendas, decisions, presentations, formal and informal
  • Retention period: Keep permanently
  • Action: Permanent
  • Reasoning: Business requirement
  • Personal data: No
  • Special category data: No

Directorate

  • Description: Minutes, agendas, decisions, presentations, formal and informal
  • Retention period: 6 years after date last modified
  • Action: Delete
  • Reasoning: Business requirement
  • Personal data: No
  • Special category data: No

Complaints and compliments

Complaints

  • Description: Complaints cases and associated documents
  • Retention period: 10 years after date last modified
  • Action: Delete
  • Reasoning: Business requirement
  • Personal data: Yes
  • Special category data: No

Complaints tracker

  • Description: Tracking and reporting
  • Retention period: 6 years after date last modified
  • Action: Delete
  • Reasoning: Business requirement
  • Personal data: Yes
  • Special category data: No

Guidance

  • Description: Processes, guidance and procedures
  • Retention period: 5 years after date last modified
  • Action: Review
  • Reasoning: Business requirement
  • Personal data: No
  • Special category data: No

Compliments

  • Description: Correspondence
  • Retention period: 2 years after date last modified
  • Action: Delete
  • Reasoning: Business requirement
  • Personal data: Yes
  • Special category data: No

MP enquiries

  • Retention period: 6 years after date last modified
  • Action: Review
  • Reasoning: Business requirement
  • Personal data: Yes
  • Special category data: No

Organisational structure

Structure

  • Description: Organisational structure charts
  • Retention period: 6 years after date last modified
  • Action: Delete
  • Reasoning: Business requirement
  • Personal data: No
  • Special category data: No

Re-structure

  • Description: Reports, minutes, actions, HR guidance and compliance
  • Retention period: 6 years after date last modified
  • Action: Delete
  • Reasoning: Business requirement
  • Personal data: No
  • Special category data: No

Hospitality

Gifts and hospitality

  • Description: Registers
  • Retention period: 3 years after date last modified
  • Action: Delete
  • Reasoning: Business requirement
  • Personal data: No
  • Special category data: No

Policy and strategy projects

Projects

  • Retention period: 6 years after date last modified
  • Action: Delete
  • Reasoning: Business requirement
  • Personal data: No
  • Special category data: No

Council Plan

  • Retention period: Until superseded
  • Action: Delete
  • Reasoning: Business requirement
  • Personal data: No
  • Special category data: No

Brexit

  • Retention period: 3 years after date last modified
  • Action: Delete
  • Reasoning: Business requirement
  • Personal data: Yes
  • Special category data: No

Strategy documents

  • Retention period: 6 years after date last modified
  • Action: Delete
  • Reasoning: Business requirement
  • Personal data: No
  • Special category data: No