SharePoint for ECM Planning Tool

This tool is a comprehensive checklist of detailed work items required to build and operate a content repository in SharePoint.

SharePoint for ECM Design Tool

This practical worksheet goes step by step through the important decisions you need to make to structure your content in SharePoint.

Information Domain Prioritization Tool

Use this tool to determine the scope of your ECM governance program by assessing the value and risk of your information domains.

Information Asset Audit Tool

Use this tool to compile the results of a comprehensive information asset audit after defining your information domains, project scope, and ILM operating model.

Information Classification Scheme Creation Tool

Use this tool to create, develop, and refine an information classification scheme that reflects the complexity and security requirements of your information assets.

ILM Policy Need Identification Tool

Use this tool to track your ILM policy planning and development as part of the information lifecycle management project.

ECM Governance Communication Tracking and Planning Tool

Use this template to document the communications related to the ECM governance program.

ECM Metrics Planning Tool

Use this tool to capture the metrics that will be used to measure the performance of your ECM program and actions in response to measurements.

ECM Governance Roadmap Tool

Use this tool to determine the work initiatives you will use to build and maintain your ECM governance program, and plot the initiatives in a comprehensive roadmap.

ECM Governance Maturity Assessment

Use this tool to evaluate the maturity of your current ECM governance practices and determine your future-state capabilities.
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