IMTech: A Primer on the Principles of Retention in Microsoft 365

There's only 4 of them, but they're important. Really important.

This session will talk about why it's essential for Records Managers and Information Management teams to have an authoritative understanding of the principles. They inform the retention and deletion processes and actions which are the technical underpinning of your Information Governance/Records Management (IG/RM) implementation. This is what ultimately determines the retention and deletion actions taken on each piece of content.

Understanding the principles of retention is an important prerequisite to a holistic IG/RM design and implementation. It can help ensure you are deleting content when you no longer need/require it and retaining content for as long as you are required to meet your corporate governance requirements and your legal, business, and regulatory obligations.

About Joanne Klein our event speaker:

I’m Joanne Klein, founder of NexNovus, a Microsoft 365 Consulting company, and a 4-time Microsoft MVP in Office Apps & Services. What that really means is I spend my time working with customers on Microsoft 365 collaboration tools and services, specifically SharePoint, and sharing my knowledge with the larger technical community.

One of my SharePoint specialties is site and information architecture since I believe it to be the critical underpinning to any great SharePoint environment (so much so that I wrote an eBook about it!).

If you want to gain access to discounted attendance at Conference plus access to our many other events and benefits, please consider becoming a member of the IRMS – you can find all the benefits here: and for details on this years conference, please visit
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