20160426 AIIM16 CIP Preconference Briefing

Copyright © AIIM | All rights reserved.
#AIIM
The Global Community of Information Professionals
The Certified Information Professional
AIIM 2016 Preconference Workshop
Jesse Wilkins, CIP, CRM, IGP
Director, Professional Development
AIIM
April 26, 2016

Copyright © AIIM | All rights reserved.2
 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 Weight
1. 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

Agenda
 Introduction
Processes
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

Agenda
 Introduction
Processes
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

Agenda
 Introduction
Processes
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

Agenda
 Introduction
Processes
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

Agenda
 Introduction
Processes
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

Agenda
 Introduction
Processes
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
Processes
 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

Agenda
 Introduction
Processes
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

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
Director, Professional Development
AIIM International
jwilkins@aiim.org
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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