Enterprise Information Management - Templates & Policies

ILM Program Manual Template

Use this template to organize the elements of your information lifecycle management project and overall program.

ECM Governance Model Charter Template

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

ECM Strategy Development Project Charter Template

This template will assist in the creation of your ECM strategy roadmap development project charter. Use this template to document efforts related to structuring your ECM...

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 Strategy Stakeholder Presentation

This template will assist you in consolidating the outputs of your completed activities throughout the Develop an ECM Strategy and Roadmap blueprint in a professional...

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,...

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...

Office 365 Migration Plan Report

This pre-populated report template will help you prepare a report of the final migration plan to provide business stakeholders with final decisions, rationale, and next...

End-User Engagement Template

This template will help you build a user engagement plan from pre-kickoff through to post-migration. This template offers email templates, a user profile chart, and a...

Data Management Assessment Printout

Use this printout to guide you in taking a collaborative approach to evaluating the performance of your data management practice.
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