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 Job Description Templates

Leverage Info-Tech’s ECM job description templates, in whole or part, to inform the definitions of your own ILM/ECM governance roles.

Embrace Information Lifecycle Management in Your ECM Program – Phases 1-3

This storyboard will help you craft an efficient and effective information lifecycle management practice, as part of your overall ECM program.

ILM Program Manual Template

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

Do you have any information related to Meaningful Use legislation?

Reporting and Administration as related to Meaningful Use

ILM Policy Need Identification Tool

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

Establish a Communication and Collaboration System Strategy – Phase 2: Map a Path Forward

This phase of the blueprint, Establish a Communication and Collaboration System Strategy, will help you create a path forward.

Establish a Communication and Collaboration System Strategy – Phase 3: Proselytize the Change

This phase of the blueprint, Establish a Communication and Collaboration System Strategy, will help you create an engagement plan for IT and end users.

Building Company Exemplar Collaboration Marketing One-Pager Materials

Use this template to create your own internal marketing materials for IT-supported collaboration services.
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