Private Professor

Organizational Record-Keeping

What to Save, What to Shred, and How to Organize It All

You just became secretary, treasurer, or board chair. Someone handed you a banker's box stuffed with unfiled papers, three USB drives of unknown contents, and login credentials to a Google Drive with 500 files across 47 folders that no one has organized in six years. The previous officer's helpful note says 'Good luck!' You have no idea what's legally required, what can be shredded, or whether anything important is missing. This guide will help you sort that chaos into a system that works — and that will actually survive the next leadership transition.