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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:

  • Check Check
    Financial and Tax Documents
  • Check Check
    Property and Equipment Records
  • Check Check
    Contracts with Suppliers and Staff
  • Check Check
    Any Lease Documents
  • Check Check
    Governance Records, such as Meeting Minutes
  • Check Check
    Customer or Member Records
  • Check Check
    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.

Like some help? Click Here

Business 101 Videos

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Get Your Copy – Board Basics

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

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!

You may be interested in…

Club Board Training to improve your Club Governance

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.

CONTACT ME

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  • Business 101
  • Profit Strategies
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  • Ultimate Business Advisory Reports

Contact Tapp Advisory

Suite 39/ 9 Amazon Place,
Sinnamon Park, Qld, 4073

Warren Tapp

+61 411 111 588

info@tappadvisory.com.au

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