Hi Sam,
I'll dig into the article - thanks! What you say makes sense. Do you find that sometimes the "ticket" and "doorway" into doing the information management strategy which can then systematically address E-D, EDRM, Info Governance, etc, is through E-D, EDRM, Info Governance? In my own experience -- and I can date the change to 2009 -- I used to be able to do a lot projects that explicitly focused first and primarily on an information management strategy and then secondarily (in time and priority) would extend to particular realizations of that strategy in projects. We still do those projects, but the norm is to get the same target result -- but in a more subtle way. Fewer organizations want to START with a grand plan. They want to start with a more specific, more focused project. This is fine because we've found that it actually works as well or better for us because we get to test and demonstrate the "grand theory" with a concrete implementation at each step of the way.
To take an extreme example, sometimes an organization perceives that it's bleeding through the eyes with respect to E-D or EDRM -- so those are what the relevant senior management is focusing on, that's where the budget and stakeholders are, etc. So you start there and definitely do as much information management strategy as you can so you know the division of labor among all the parts you mention (E-D, EDRM, Info Governance, etc.). So everyone (else) may be focusing on the perceived urgent area (like E-D) but in fact you are designing and starting to execute the information management strategy as you go. Your first project (to stop the bleeding) did a general strategy and really fleshed out the details of that strategy for E-D. Your next project might be EDRM and fleshes out the details -- maybe correcting some points -- that you roughed out in the E-D project, and so on.
One point: the methodology I outlined in the article is the same in broad structure for E-D, RM, ECM, Social Collaboration, and a bunch of other areas. The big categories are always there -- you always need to address Governance and Operations, Information Architecture, Change Management, etc. But the specifics change for E-D versus Social Collaboration versus the others. The EDRM framework, discovery lifecycle, and focus on the litigation support roles and responsibilities only apply primarily to E-D, for example.
Thanks
-----Original Message-----
From: Records Management Program [mailto:[log in to unmask]] On Behalf Of Sam McCollum
Sent: Tuesday, April 16, 2013 11:50 AM
To: [log in to unmask]
Subject: Re: RAINdribble: How to Develop and Implement Your Discovery Readiness Program
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]<mailto:[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]<mailto:[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-i
> mplem 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.
>
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> [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<mailto:[log in to unmask]<mailto>:
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--
Sam McCollum, MBA, CRM, ERMm
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RIM Professional since 1983
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*Coaching you on your way to success*
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