Richard,

   I recently wrote an article that was published in ARMA's Information
Management journal (Jan/Feb 2013). The article outlines the process for
developing an Information Management strategy to support the Information
Management function.
   In particular the article provides solutions to your questions 1-5. The
project deliverables also provide some insight into the rest of your
questions.
    Basically, my approach is that the development of an information
management strategy that is supported by senior management is a
pre-requisite for e-discovery, EDRM implementations, information
governance, etc.
    I am encouraged that our industry is starting to accept the importance
of Information Governance as a tool for effective information management
operations.

Sam McCollum, CRM, MBA, ERMm


On Tue, Apr 16, 2013 at 8:40 AM, Richard Medina <[log in to unmask]>wrote:

> Carol Choksy says: "I'll stick with the EDRM framework!"
> That misses the point by a rather wide margin. The EDRM framework - and
> any Reference Model in any disciple --  is a different animal from  any
> implementation program, which is what I offered. The EDRM framework should
> be incorporated into any such methodology as part of a specification of
> what gets implemented. It's one piece that does several well-defined jobs -
> but it doesn't implement itself, or tell you how to implement it, or how to
> implement it to optimally fit your organization's needs. There's a lot it
> wasn't designed to do and that needs to get done to have a solid litigation
> readiness program, let alone even implement "the EDRM framework" in the
> loosest sense -- which can't be done anyway without making decisions on
> lots of questions, either in an unsystematic or systematic -- i.e.
> programmatic -- fashion. So for example the "EDRM" says nothing about:
>
> 1.      How to prioritize its stages - e.g. based on your prioritization
> of risk, cost, and other factors
> 2.      How to develop the target future state that incorporates them
> 3.      How to develop the roadmap to get there
> 4.      How to structure the program to get there
> 5.      How to organize the roles and responsibilities relevant to it
> 6.      How to align your E-D initiative with RM
> 7.      How to align E-D with ECM (and with RM, and other content-related
> initiatives)
> 8.      How to align E-D with email and email management
> 9.      How to incorporate E-D into broader information governance
> 10.     How to incorporate and align E-D into your broader IT initiatives
> and your broader corporate initiatives
> 11.     How to align E-D into your information architecture, including
> taxonomy, metadata, retention schedule
> 12.     How to plan and implement your two content-related processes: the
> overarching information lifecycle and the discovery lifecycle
> 13.     How to align your E-D technology requirements into your broader
> ECM, RM, email management, and the rest of your IT strategy, environment,
> roadmap, and portfolio
> 14.     How to align your E-D technology requirements into your enterprise
> search approach (current or future)
> 15.     How to design and implement your policies, procedures and
> guidelines to facilitate your E-D initiative
> 16.     How to design and implement change management, including
> communications and training, to facilitate your E-D initiative
>
> -----Original Message-----
> From: Records Management Program [mailto:[log in to unmask]] On
> Behalf Of Carol E.B. Choksy
> Sent: Tuesday, April 16, 2013 7:21 AM
> To: [log in to unmask]
> Subject: RAINdribble: How to Develop and Implement Your Discovery
> Readiness Program
>
> Rich Medina on eDiscovery:
> <
> http://www.cmswire.com/cms/information-management/how-to-develop-and-implem
> ent-your-discovery-readiness-program-020464.php> How to Develop and
> Implement Your Discovery Readiness Program
>
>
>
> http://bit.ly/17DyHzr
>
>
>
> I'll stick with the EDRM framework!
>
>
>
> Best wishes,
>
> Carol
>
>
>
> Carol E.B. Choksy, PhD CRM PMP
>
> CEO
>
> IRAD Strategic Consulting, Inc.
>
>  <mailto:[log in to unmask]> [log in to unmask]<mailto:
> [log in to unmask]>
>
> 317-294-8329
>
>
>
> Adjunct Lecturer
>
> School of Library and Information Science
>
> Indiana University, Bloomington
>
>  <mailto:[log in to unmask]> [log in to unmask]<mailto:
> [log in to unmask]>
>
> IRAD watermark 2 copy
>
>
>
>
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-- 
Sam McCollum, MBA, CRM, ERMm
President and CEO of SIMC Coaching
RIM Professional since 1983
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*Coaching you on your way to success*

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