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...

Information Organization Program Manual

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

Enterprise Communication and Collaboration System Business Requirements Document

Use this template to document the requirements for your Enterprise Communication and Collaboration System.

Collaboration Capability Map

Use this template to document the communication and collaboration tools that exist in your environment.

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...

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,...

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.

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...
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