Manage retention policies

Apply a six-month retention policy to the marketing team’s general channel and a two-year retention to the Legal channel. Confirm the policies are applied to existing messages and files, make sure the policy won’t delete anything the Legal hold flagged, and report back to IT Director Omar Patel and Legal Counsel by Tuesday with verification steps taken.

Before I change retention rules, make it easy to decide: surface which channels and users will be affected, list content types exempted by legal holds, estimate total storage impact, and flag any channels where applying a shorter retention would delete evidence held for active disputes. Give me a clear yes/no risk flag for Legal review.

I’m being asked to shorten retention on most team channels to six months to save storage, but Legal warns this could conflict with two open disputes. I don’t know which channels contain relevant threads and I can’t ask Legal to comb everything. What’s the most likely safe approach to proceed now and the minimal information I should get from Legal to avoid destroying required evidence?

We repeatedly lose credibility because retention changes either keep everything forever or delete evidence that Legal later needs. What habit and governance change should I introduce so retention policy changes are predictable, include Legal earlier, and avoid emergency restores?