20160426 aiim16 cip preconference briefing

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#AIIMThe Global Community of Information Professionals

The Certified Information Professional

AIIM 2016 Preconference WorkshopJesse Wilkins, CIP, CRM, IGP

Director, Professional DevelopmentAIIM

April 26, 2016

Copyright © AIIM | All rights reserved.2

Jesse Wilkins, CIP, CRM, IGP

Director, Professional Development, AIIM Background in electronic records

management, email management, ECM, digital preservation, and social technologies

Frequent industry speaker and author including ARMA 2003-2013 and MER 2010-2015

Lead developer, Certified Information Professional (CIP) certification


Agenda Introduction CIP, CRM, M-O-U-S-E? Domain 1 – Creating & Capturing Information Domain 2 – Organizing & Categorizing Information Domain 3 – Governing Information Domain 4 – Automating Information-Intensive Processes Domain 5 – Managing the Information Lifecycle Domain 6 – Implementing an Information Management

Solution Next Steps


The Need for CIP

“Professional roles focused on information management will be different to that of established IT roles….An "information professional" will not be one type of role or skill set, but will in fact have a number of specializations.”

(Deb Logan and Regina Casonata – Gartner - CIO Alert: You Need Information Professionals)


Objective: Create a body of knowledge and a means to certify understanding that allows individuals to demonstrate their ability to solve an organization's existing information-related problems as well as plan for the future.

The CIP


Value of the CIP

CIP is the certification to bridge the gap Between roles Between departments Between RM, IM, IT, and the business


Value of the CIP “Anyone in IT or in an information related discipline today should be thinking

about it." Ken Bisconti (Vice President, Enterprise Content Management Products and

Strategy, IBM Software Group) “There is hardly any person I know who would not benefit from the content of the

Certified Information Professional program” Tim Elmore (CIO, Bank-Fund Staff Federal Credit Union)

“Every information management professional and information architect should become a Certified Information Professional.” J. Kevin Parker (SharePoint SME)

“The Certified Information Professional certification is the best way to move your organization to the modern world!” Catherine Webber (President, Smart Government)

“The AIIM Information Certification clearly connects all aspects of content, people, data and processes.” Vikram Setia (Managing Partner, infoMENTUM Limited)


The Development Process

1. Validate the need for an update to the CIP with key stakeholders.

2. Use potential information professionals to define, rank, and validate body of knowledge

3. Build a test vehicle around the body of knowledge (with Kryterion).

4. Build educational materials to kick start engagement.


CIP Exam Structure

Domain Weight1. Creating & Capturing Information 20%2. Organizing and Categorizing Information 20%3. Governing Information 16%4. Automating Information-Intensive Processes 10%5. Managing the Information Lifecycle 20%Implementing an Information Management Solution

14%


Value of the CIP

Developed by industry subject matter experts across a variety of roles & disciplines Updated in 2016 by new SMEs

Demonstrates commitment to professional development

Requires continuing education or recertification every 3 years 45 credits


The Test 2 hours proctored exam 100 multiple-choice questions, electronically scored. The exam is available from Kryterion test centers across the

world AIIM can proctor the exam onsite (subject to certain criteria)


The Test Standard price is USD $349

Member discount price is USD $285 Certification valid for 3 years, and then must retake the exam

or take CEUs to maintain Members get a reduced rate for the CEU fee $75 members, $150 non-members No change from original CIP


Webassessor.com/AIIM/index.html



Solution Next Steps


Lots of letters!


Breadth vs depth

Most certifications are very deep – but very narrow PMP: project management CRM: records management CDIA+: imaging

This leads to silos


Breadth vs depth

Most training programs are very focused Example: AIIM courses

ECM ERM Taxonomy & Metadata Information Governance Etc.


“Bridging the gap”

Common topic at conferences Common cover story CIP is first certification that can help do this



Solution Next Steps


Creating & Capturing Information

Capture (broadly) Document Imaging Collaboration


Capture & Imaging

Identify sources of content to be captured Select the appropriate file format based on

business requirements Determine the impact of proprietary formats Distinguish between structured &

unstructured data and how they are managed Develop a process for capturing content


Collaboration

Determine information management issues associated with virtual teams

Identify issues associated with sharing content across organizational boundaries

Identify key features required for document-centric collaboration

Determine whether and how to apply governance to collaboration artifacts



Solution Next Steps


Organizing and Categorizing Information

Metadata Taxonomies & Categorization Structures Search eDiscovery


Metadata

Identify business benefits associated with effective metadata usage

Compare different methods for applying metadata to information

Identify sources of metadata Describe methods to improve the quality of

metadata


Taxonomies & Categorization Schemes

Compare and contrast the use of formal categorization schemes

Identify the benefits of developing a thesaurus Compare and contrast different categorization

schemes Compare and contrast buy vs. build for

categorization schemes


Search

Compare and contrast enterprise and application search capabilities

Compare approaches for improving findability of information

Compare strengths & weaknesses of different findability techniques


eDiscovery

Define the issues associated with collecting information from sources not owned/controlled by the organization

Provide information from a variety of sources in response to requests for discovery or disclosure



Solution Next Steps


Information Governance (IG)

Identify the ethical considerations associated with not following the IG program

Define the objectives and benefits of an information/information systems inventory

Identify current business, legal, and other requirements for IG

Gain support for the IG program from senior management

Establish IG roles & responsibilities


Information Governance (IG)

Evaluate existing IG strategies and processes Develop a framework for understanding

information risk Identify the IG implications for multi-

jurisdictional organizations Identify the IG implications of social media,

mobile, and cloud Describe the importance of reviewing IG

efforts with senior management



Solution Next Steps


Process Analysis

Compare different approaches to information gathering

Describe the role of the business analyst for an information management initiative

Develop a flowchart using best practices and standard methodologies

Evaluate each step in an existing business process


BPM and Workflow

Determine how to plan routing of tasks using workflow/BPM

Compare & contrast process modeling and flowcharting

Distinguish between process modeling and process execution

Compare & contrast workflow and BPM technologies

Describe the benefits of process monitoring



Solution Next Steps


Managing the Information Lifecycle

Records Management Retention & Disposition Digital Preservation Knowledge Management


Records Management

Identify the steps in the information lifecycle Compare & contrast documents, data, and

records Explain the purpose of capturing records Define the concept of vital records and their

importance Identify and compare sources of electronic

records


Retention & Disposition

Determine how long to retain content based on legal, regulatory, and operational requirements

Define legal holds and their importance Compare & contrast different approaches to

disposition for sensitive information Compare & contrast approaches to

automating disposition


Digital Preservation

Describe how file formats and archiving standards affect long-term access to information

Select the appropriate file format and media to ensure long-term access to information

Identify preservation risk factors Compare and contrast approaches to address

each preservation risk factor Identify the steps in a migration plan


Knowledge Management

Differentiate between tacit & explicit knowledge and their relative impacts on an information management program

Define and compare approaches to expertise location


Agenda Introduction CIP, CRM, M-O-U-S-E? Domain 1 – Creating & Capturing Information Domain 2 – Organizing & Categorizing Information Domain 3 – Governing Information Domain 4 – Automating Information-Intensive Processes Domain 5 – Managing the Information Lifecycle Domain 6 – Implementing an Information

Management Solution Next Steps


Information Management Strategy

Determine the impact of an information management initiative

Develop an information management strategy Identify the roles & responsibilities for an IM

initiative Conduct baseline organizational and technical

assessments Identify existing IM systems and determine

whether they can continue to be used


Information Management Strategy

Develop a program roadmap for IM Determine how to prioritize areas in scope for

an IM project or program Compare & contrast metrics for determining

the success of an IM initiative Develop a business case for improving IM Determine whether to buy or build for a given

IM initiative


Design the IM Solution

Determine the role of business and system requirements for an IM initiative

Design new ways of working with information Design required interfaces Design system and content migration

processes


Change Management

Develop change management strategy Develop communications and engagement

plans Develop training plan Determine approaches for continuous

improvement post-implementation



Solution Next Steps


Next Steps

Schedule the exam using your CIP voucher Review free training materials Consider an in-depth workshop Pass the exam!


The Beta Exam

The CIP beta exam is LIVE! Available through May 23, 2016 OR UNTIL FULL

Need ~200 beta exam takers Beta IS the CIP

Scoring is delayed Cost: $135


Study Resources from AIIM

CIP exam outline CIP bibliography CIP Study Guide

Coming May 2016 CIP Preparation Workshop

Coming May 2016


Register for the exam

Proctored by Kryterion test facilities Register at http

://webassessor.com/aim/index.html Select date, time, location

Vouchers valid through December 31, 2016 Must take the exam by that date

Receive the score report immediately

http://webassessor.com/aim/index.html

http://webassessor.com/aim/index.html


After the exam

If you pass… Congratulations! Use your credentials immediately 45 CEUs required over 3 years

Recertification fee: $75 for AIIM Professional members $150 for non-members


After the exam

If you fail… Retest requires paying the exam fee again Review the score report for areas to focus on Second attempt: must wait 30 days to register


Questions?


For more information

Jesse Wilkins, CIP, CRM, IGPDirector, Professional DevelopmentAIIM International

[email protected]

http://www.twitter.com/jessewilkins

http://www.linkedin.com/in/jessewilkins

http://www.slideshare.net/jessewilkins

mailto:[email protected]

http://www.twitter.com/jessewilkins

http://www.linkedin.com/in/jessewilkins

http://www.slideshare.net/jessewilkins

20160426 aiim16 cip preconference briefing

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