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Embrace Information Lifecycle Management in Your ECM Program

Assure the quality of your information assets from cradle to grave (and every stage in between) with an effective information classification scheme, policies, and governance.

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Neglecting information lifecycle management in your ECM program can result in:

  • Mishandling of critical information assets.
  • Increased exposure to fines due to regulatory violations/non-compliance.
  • Increased costs due to inefficient management on non-critical information and content.

Establishing an information lifecycle management as part of your ECM practices leads to:

  • Defined and optimized usage of information assets.
  • Protection against legal/regulatory risks.
  • Repeatable process for adapting the way information assets are handled as business needs shift.

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Onsite Workshops offer an easy way to accelerate your project. If you are unable to do the project yourself, and a Guided Implementation isn’t enough, we offer low-cost onsite delivery of our Project Workshops. We take you through every phase of your project and ensure that you have a road map in place to complete your project successfully.

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Module 1: ILM Workshop Level-Set

The Purpose

  • Craft the driving statements for the ILM program.
  • Define the logical groupings of information assets that will fall under the ILM program.

Key Benefits Achieved

  • Definition of information domains that support scoping of the ILM project.

Activities: Outputs:
1.1 Introductions and workshop overview.
1.2 Identify ILM objectives and drivers.
1.3 Define the ILM program vision and mission.
  • ILM program vision and mission statements
1.4 Identify and define information domains.
  • List of organizational information domains and definitions

Module 2: Organizational Context for ILM

The Purpose

  • Prioritize the information domains based on organizational value and risk.
  • Develop an ILM operating model.

Key Benefits Achieved

  • Defined scope for the ILM project.
  • ILM operating model that compiles the key legal/regulatory, industry, and organizational considerations for ILM.

Activities: Outputs:
2.1 Conduct information domain risk assessment.
2.2 Conduct information domain value assessment.
  • Prioritized list of organizational information domains
2.3 Prioritize and scope information domains for ILM project.
  • Scope of ILM project
2.4 Develop ILM operating model.
  • ILM operating model (i.e. regulatory, industrial, and organizational considerations framework)

Module 3: Develop the Information Classification Scheme

The Purpose

  • Define an information classification scheme that serves as the foundation for policy development.

Key Benefits Achieved

  • Defined information classification levels.
  • Defined standards of care that are applied to information assets at each classification level.

Activities: Outputs:
3.1 Review information classification schemes from industry.
3.2 Determine starting point for information classification.
  • Information classification scheme
3.3 Identify standards of care.
3.4 Define standards of care.

Module 4: Information and Program Governance for ILM

The Purpose

  • Establish the governance structures that will bring your ILM program to life.
  • Assess your existing policies/standards and create an action plan for addressing gaps.

Key Benefits Achieved

  • Defined governance structure, roles, responsibilities, and functions.
  • Action items for developing ILM policies.

Activities: Outputs:
4.1 Review information lifecycle model for information governance policies.
4.2 Identify existing ILM policies and policy gaps.
  • ILM policy needs assessment and action plan
4.3 Determine action items to close ILM policy gaps.
  • ILM policy templates
4.4 Determine ILM governance structure, roles, and functions.
  • ILM governance model

Module 5: ILM Workshop Debrief

The Purpose

  • Create an ILM program stakeholder presentation.
  • Develop an ILM roadmap and communication plan.

Key Benefits Achieved

  • Compelling summary of workshop activity outputs.

Activities: Outputs:
5.1 Assemble ILM program stakeholder presentation.
  • ILM program stakeholder presentation
5.2 Identify and validate roadmap of activities for ILM.
  • ILM program roadmap (i.e. high-level next steps)
5.3 Conduct senior leader presentation.
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