Enterprise Information Management - Templates & Policies

Content Retention and Disposition Schedule Template

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

Email Intervention Survey

Changes to how email fits into enterprise communication must be handled carefully. Test the user and IT-based changes in a short pilot, as described in slides 28 to 31 of...

Email Grief Survey

Email volume is often a problem for organizations. Use this survey to determine what the nature of the problem is and whether IT can provide a technical solution to...

eDiscovery Procedure for Legal Search

Use this template to describe the activities and responsibilities required to effectively respond to a discovery request.

eDiscovery Business Case Template

This template is meant to help IT make the case for a formalized eDiscovery process.

eDiscovery Process Communication Plan Template

This communication plan template provides a structure for managing ongoing communications between stakeholders over the course of the project.

Information Organization Program Manual

The Program Manual serves as the basis for maintaining the Information Organization practice within the enterprise.

Pattern Analysis Template

This template will help organizations identify which big data patterns solve which business issues. You can then evaluate the benefits of each pattern, which will help...

Low Risk Information Acceptable Use Policy

Start with best practice templates to define the needed policies and end-user guidance. This policy document contains the combined best practices of 15 different...

High Risk Information Acceptable Use Policy

Start with best practice templates to define the needed policies and end-user guidance. This policy document contains the combined best practices of 15 different...
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