RRS12 Alumni Relations Management : JISC

HEI-SRL Record Retention Schedule (RRS12 Alumni Relations Mgt)

Records life cycle structure study (2002)

RRS12 Alumni Relations Management

Higher Education Institutions: Record Retention Schedule (RRS)

D External Relations

12 Alumni Relations Management

12.1 Alumni Relations Strategy Development
12.2 Alumni Relations Management Planning
12.3 Alumni Relations Management Performance Management
12.4 Alumni Relations Management Policy Development
12.5 Alumni Relations Management Procedures Development
12.6 Alumni Data Administration
12.7 Alumni Communication Management
12.8 Alumni Relations Event Management
12.9 Alumni Support

12.1 Alumni Relations Strategy Development

Reference		Description		Retention Period		Citation		Notes
		Records documenting the development and establishment of the institution's alumni relations strategy.		Superseded + 5 years		NA		Review for archival value

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12.2 Alumni Relations Management Planning

Reference		Description		Retention Period		Citation		Notes
		Records documenting the formulation of plans for the implementation of the institution's alumni relations strategy.		Superseded + 5 years		NA		Review for archival value

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12.3 Alumni Relations Management Performance Management

Reference		Description		Retention Period		Citation		Notes
		Records containing data on, and analyses of, performance against the plans for the implementation of the institution's alumni relations strategy.		Current year + 1 year		NA
		Records containing reports of performance against the plans for the implementation of the institution's alumni relations strategy.		Current year + 5 years		NA		Review for archival value
		Records documenting the conduct and results of audits and reviews of the alumni relations function, and responses to the results.		Current year + 5 years		NA		Review for archival value

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12.4 Alumni Relations Management Policy Development

Reference		Description		Retention Period		Citation		Notes
		Records documenting the development and establishment of the institution's alumni relations management policies.		Superseded + 5 years		NA		Review for archival value

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12.5 Alumni Relations Management Procedures Development

Reference		Description		Retention Period		Citation		Notes
		Records documenting the development of the institution's alumni relations management procedures.		Superseded + 3 years		NA

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12.6 Alumni Data Administration

Reference		Description		Retention Period		Citation		Notes
		Records containing personal data on individual alumni.		While current (or likely to be current)		NA		Retention must comply with the provisions of 1998 c.29
		Summary (anonymised) statistical records of alumni.		Current year + 10 years		NA		Review for archival value

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12.7 Alumni Communication Management

Reference		Description		Retention Period		Citation		Notes
		Records documenting the design, planning and production of official alumni communications.		Issue of communication + 1 year		NA
		Alumni communications		Issue + 1 year		NA		Review for archival value
		Records documenting enquiries from alumni and the responses provided.		Last action on enquiry + 1 year		NA
		Records documenting unsolicited feedback from alumni, the internal handling of this feedback and the responses provided.		Last action on feedback + 1 year		NA
		Records documenting the design and conduct of surveys of alumni.		Completion of survey + 3 years		NA		Review for archival value
		Results of alumni surveys: individual responses		Completion of analysis of survey responses		NA
		Results of alumni surveys: summaries and analyses of responses		Completion of survey + 3 years		NA		Review for archival value
		Records documenting complaints from alumni, the internal handling of these complaints and the responses provided.		Last action on complaint + 6 years		1980 c.58

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12.8 Alumni Relations Event Management

Reference		Description		Retention Period		Citation		Notes
		Records documenting the planning and impact/results of institutional events for alumni.		Completion of event + 3 years		NA		Review for archival value
		Records documenting the organisation and administration of institutional events for alumni.		Completion of event + 1 year		NA
		Records documenting the administration of financial and other support given to individual alumni organisations.		Current financial year + 1 year		NA

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12.9 Alumni Support

Reference		Description		Retention Period		Citation		Notes
		Records documenting requests from alumni associations for financial or other support, the internal handling of these requests and the responses provided.		Last action on request + 1 year		NA
		Records documenting the administration of financial and other support to alumni organisations.		Current financial year +1 year		NA
		Records documenting requests for contact details for alumni, action taken and the responses provided.		Last action on request + 1 year		NA

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