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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
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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
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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
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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)
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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
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Value of the CIP
CIP is the certification to bridge the gap Between roles Between departments Between RM, IM, IT, and the business
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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)
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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.
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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%
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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
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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)
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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
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Webassessor.com/AIIM/index.html
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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
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Lots of letters!
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Breadth vs depth
Most certifications are very deep – but very narrow PMP: project management CRM: records management CDIA+: imaging
This leads to silos
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Breadth vs depth
Most training programs are very focused Example: AIIM courses
ECM ERM Taxonomy & Metadata Information Governance Etc.
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“Bridging the gap”
Common topic at conferences Common cover story CIP is first certification that can help do this
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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
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Creating & Capturing Information
Capture (broadly) Document Imaging Collaboration
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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
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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
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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
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Organizing and Categorizing Information
Metadata Taxonomies & Categorization Structures Search eDiscovery
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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
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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
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Search
Compare and contrast enterprise and application search capabilities
Compare approaches for improving findability of information
Compare strengths & weaknesses of different findability techniques
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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
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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
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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
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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
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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
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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
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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
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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
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Managing the Information Lifecycle
Records Management Retention & Disposition Digital Preservation Knowledge Management
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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
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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
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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
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Knowledge Management
Differentiate between tacit & explicit knowledge and their relative impacts on an information management program
Define and compare approaches to expertise location
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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
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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
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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
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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
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Change Management
Develop change management strategy Develop communications and engagement
plans Develop training plan Determine approaches for continuous
improvement post-implementation
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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
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Next Steps
Schedule the exam using your CIP voucher Review free training materials Consider an in-depth workshop Pass the exam!
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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
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Study Resources from AIIM
CIP exam outline CIP bibliography CIP Study Guide
Coming May 2016 CIP Preparation Workshop
Coming May 2016
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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
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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
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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
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Questions?
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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