Enterprise Information Management - Templates & Policies

Managed Metadata Project Charter Template

This tool serves as a project outline and charter to assist in the creation of managed metadata to manage enterprise content. This document will assist in stating...

Descriptors for Document Repositories Template

The Descriptors for Document Repositores Template will assist in developing schedules of descriptors for each purpose identified in the deployment plan. Use this template...

Records Retention Schedule Template

A retention schedule stipulates how long electronic documents and records should be retained by an enterprise. Work with existing records management staff (if...

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.
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