ECM Governance Model Charter Template

This charter serves as the central document that contains all the details pertaining to your ECM governance program.

e-Signature Policy Sample

Use this sample policy document to provide clear and formal guidelines to users, stakeholders and technology support, including governance, responsibilities, purpose and...

ECM Use Case Framework Template

Use this worksheet to structure and elicit feedback from users and stakeholders about their experience with and requirements for information.

ECM Information Flow and System Architecture Template

Use this editable diagramming tool to trace the flow of information through its lifecycle and to map out current and future state systems environment.

SharePoint Policy Template

Use this template to create a SharePoint policy that defines the culture for users and spells out expectations for all stakeholders.

Content Curator Playbook

Use this template to define a specific process for managing the curation of enterprise content and reducing time spent searching for accurate, relevant enterprise content.

ECM Capability Governance Charter Template

The purpose of this template is to assist in the creation of your ECM capability governance charter. The template will help you identify and define the capability...

ECM Strategy Operational Assessment Elicitation Guide

​This template will assist you in gathering information from stakeholders during the ECM operational assessment project phase of the Develop an ECM Strategy and Roadmap...

ECM Information Governance Policy Templates

Use the ECM Information Governance Policy Templates when executing policies for site design, taxonomy and naming, metadata, folksonomy, content asset design,...

Content Retention and Disposition Schedule Template

This tool will help you develop a retention and disposition schedule for the information in your enterprise.
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