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What to Shred?
If you have never taken inventory of the types and amounts of information you gather and
retain on a regular basis, you may not realize just how much of it is sensitive and needs special
security....or alternatively how much is simply unnecessary or outdated and could be eliminated.
In either case, the odds are good that you are keeping more information than you should–on
paper and other information storage media.
Step one toward developing more efficient and secure business processes is in fact taking that
inventory. Every business and office is different, of course, but to guide your review, we can
provide some general categories for you to consider in evaluating what data you should be
handling and destroying securely.
Some general document categories for review include:
- Management documents , i.e.
- Business plans
- Contracts
- Executive correspondence
- High-level financial reports
- Human Resources Records
- Resumes
- Background checks
- Insurance records
- Medical information
- Performance evaluations
- Financial Records
- Payroll
- Accounts Due and Receivable
- Annual financial reports
- Contracts
- Daily Operating Information
- Policies and Procedures
- Training manuals
- Calendars and schedules
- Time sheets
- General Correspondence
- Marketing and Development
- Strategic plans
- Marketing plans
- Competitive market research
- Research and Development
- Product specifications
- Product development information
- Product testing report
- Competitive product research
- Patent, copyright, trademark information
- Customer and Supplier Information
- Orders
- Invoices
- Credit information
- Customer lists
- Supplier lists
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