Board Checklist For Document Storage

Every Board should review a checklist for the storage of all corporate documents and their safe keeping. Apart from the legal requirement to store some documents, it is important you can recover vital documents in the event of a disaster such as fire, flooding or a cyber- attack.

Identify essential documents for storaget hese include:

  • Financial and Tax Documents
  • Property and Equipment Records
  • Contracts with Suppliers and Staff
  • Any Lease Documents
  • Governance Records, such as Meeting Minutes
  • Customer or Member Records
  • Any specific to your Company

Then collate physical copies securely as well as digital copies and have a backup process. Maintain final approval for any document destruction.

Make sure your organization has a robust document management policy, which can be integrated in o your business continuity plan.

Remember if I can be of any help to your business simply email at info@tappadvisory.com.au or ring me on 0411111588 and I will be happy to assist, at no cost to you.

Warren Tapp
Tapp Advisory, Business Consulting Gold Coast.
Business Profits Made Easy.

Resources from the Tapp Advisory Store:
  • Board Basics – Hard Copy – A simple introduction to the roles and responsibilities of Directors on Boards. It is a non- technical book you can use as a handy reference guide if you report to a Board, or you are appointed to one in Australia. It is a 68- page paperback.

Questions for Company Directors ebook

Questions for Company Directors – Hard Copy

The book ‘Questions for Company Directors’ is a simple handbook to inform directors about the questions they need to put to management as part of their oversight role.

Directors should keep this book handy at all times – and keep asking those questions!

Club Governance Online Training Program is for all Board and Committee Members

Does your Organisation’s Board, Committee and each of the Directors know how to do their jobs?

Now there is a solution to ensuring your Board or Committee know how to do their job and protect your Organisation!

Club Governance Online Training Program is for all Board and Committee Members

Does your Organisation’s Board, Committee and each of the Directors know how to do their jobs?

Now there is a solution to ensuring your Board or Committee know how to do their job and protect your Organisation!

Got a question? Or need a hand?

Please contact me for an obligation free chat.