# Backup retention policy worksheet
Version: [ ] | Effective date: [ ] | Review date: [ ]
Business owner: [ ] | Technical owner/deputy: [ ]
## Workload and recovery need
Service/data/configuration/keys: [ ]
Exclusions and approved gaps: [ ]
RPO/RTO: [ ] | Discovery window and investigation allowance: [ ]
## Capture and retained states
Frequency/timezone/consistency: [ ]
Daily period: [ ] | Weekly selection/period: [ ] | Monthly selection/period: [ ]
Failed capture fallback: [ ] | Overlapping-tier behaviour confirmed: [ ]
## Protection and expiry
Copy locations and failure domains: [ ]
Independent recovery access (reference only, no secrets): [ ]
Immutable periods and effective scope: [ ]
Holds, release authority and expiry exceptions: [ ]
Retention reduction approver and affected-point evidence: [ ]
## Capacity and restoration
Measured retained growth/cost and restore headroom: [ ]
Archive minimum term/retrieval time/cost: [ ]
Recent-point restore: ID/date/outcome/time/acceptance [ ]
Old-point restore: ID/date/outcome/time/acceptance [ ]
Missed capture/expiry test on disposable workload: [ ]
Remediation owner/deadline: [ ]
## Approval
Business decision and applicable obligations verified by: [ ]
Technical implementation/version and evidence: [ ]
Approvals and next review: [ ]
Do not change production retention or delete recovery points solely to test this worksheet.