logo logo

How long should minutes be kept in the archives?

Terri of Cupertino in California, USA has asked this question.

The answer is in two parts.

The first is to do with legislation or laws of the state you are in. Check with a local accountant as to how long financial records need to be kept – usually seven years in most jurisdictions, five in others, some have ten years – but check the law where you live.

Even though minutes are not necessarily subject to the same laws as financial records, this is a really good guide and it is smart to adhere to the same time frame as financial records.

Although it is rare, the rules or constitution of your organisation may dictate the time that minutes need to be kept also.

You must however check the laws in your state or country.

The second part of the answer is to do with the historical record.

It can be really great reading to read through minutes of 10, 15, or 30 years ago. The problem is that at the time they are recorded, people often do not see the historical value and so they dispose of the minutes.

My advice is to keep them for as long as possible if you can store them conveniently. You may like to keep a sample of minutes – say every 3rd or 4th set beyond 10 years. One thing is certain – historians find them fascinating and the more you can keep for as long as possible, future historians will thank you for it.

Please Note: The author accepts no responsibility for anything which occurs directly or indirectly as a result of using any of the suggestions or procedures detailed in this blog. All suggestions and procedures are provided in good faith as general guidelines only and should be used in conjunction with relevant legislation, constitutions, rules, laws, by-laws, and with reasonable judgement.

Related posts:

  1. Which minutes are approved at a Special General Meeting or an AGM when there has previously been an SGM? Sounds like a tricky question doesn't it? The issue is easy to understand when you understand the meaning of a "general" meeting. There are really only two types of "general meeting" - the Annual General Meeting and the Special General...
  2. Taking minutes of a meeting on a laptop computer Ann from Presque Isle, Maine in the United States has asked for tips about taking minutes on a laptop computer. The trick here is to prepare in advance. If you prepare the agenda and make it very detailed, then when...
  3. What is the difference between an ordinary meeting and a special meeting? There are several types of meetings. Most are called ordinary or regular meetings. Some are special meetings. Sometime the term extraordinary meeting is used. Then there are Annual General Meetings and Special General Meetings. Ordinary Meeting or Regular Meeting Most...
  4. Can you use Robert’s Rules for meetings in Australia Alan of New South Wales has asked this question and mentioned that a member of his group has pointed out that Robert's Rules may not be legal in Australia. The legality is not the issue so much as the appropriateness...
  5. Deliberative votes A deliberative vote is a vote given to a person because they are a member of the group. The term is usually applied to people who chair the meeting to draw a distinction between the vote they get as a...

bottom

No Comments »

No comments yet.

RSS feed for comments on this post. TrackBack URL

Leave a comment

bottom