Recordkeeping Risk Assessment for Conservation Easements

This is a sample Records Management Policy from the accredited Marin Agricultural Land Trust.

This guidance covers Practice 9G: Recordkeeping.

Establishing a consistent naming and numbering system allows you to access records and information consistently and rapidly.

This guidance discusses basic rules of evidence that apply to the admission of documents most likely to be involved in conservation easement litigation. It also reviews best practices for records systems that are supportable in court and sustainable for the long-term.

Should you to retain all those scraps of paper, voicemails, e-mails and other items related to the conservation easement to document the donor’s intent, state of mind and the course of the easement’s negotiation? This document provides guidance on developing a records retention schedule.

Land Trust Standards and Practices, Practice 9G: Recordkeeping, includes three elements. This module addresses the second element, 9G2.

In this session, you will learn important tips and valuable resources for managing your data and organizing your records, including file and folder naming and numbering conventions, Excel spreadsheet basics and GIS tips that have Landscapes has used with hundreds of land trusts. ​

This is a sample file storage process document from the accredited Monadnock Conservancy.

Land Trust Standards and Practices, Practice 9G: Recordkeeping, includes three elements. This module addresses the third element, 9G3.

An eight-page introduction to principles, tools, frameworks and strategies for risk management