IM Program Strategy – What shoud not miss!

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Dear members,

I am in the process of developing an IM program strategy for my organization. Any ideas on what should not miss?

Thank you.

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UGANDA National Roads Authority
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I think it heavily depends on what your goals/desired outcomes are. Are you trying to increase compliance for records? Are you wanting to get better collaboration? Are you seeking to improve findability via solid metadata and master data management? Do you need to create/improve workflows/BPM? Other?

 

I would encourage you to look at having a compliant ISO Records Assessment (ISO 18829) performed. That will help flush out most of the information you need to prepaere the IM strategy. There are resources in your area familiar with this standard and should be able to help.
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Have you checked out AIIM’s toolkits and quick study resources? Go to their home website (aiim.org) and open the resources tab. You may find the right instructional documents there. Some of them walk you through how to investigate/review what you really need, and all the next steps through to implementation, etc.

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Sedgewick, AB CANADA
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The toolkits are intended to be high level and don’t’ provide the level of information needed prepare an actionable program strategy. That is why not only the national experts with these technologies, but also international (ISO) joined together to take the US standard (previously named ANSI/AIIM 25) to ISO 18759). AIIM was engaged in the development of the national standard that was enhanced to take into account international needs as well.

For that reason, while the toolkits are great sources of information, they are necessarily general in nature. Just take a look at the level of detail you need to collect in the standards and compare that to the toolkits and you will very quickly see the difference. Both work together. The toolkit is designed for those who are not sure how to start and what needs to be done at a summary level. As the old saying goes, “the devil is in the details”. The details are defined in the standards for exactly that reason. Get a copy of the standard and you will be able to see what should be reviewed/addressed and more importantly, this what the industry as a whole at the international levels have agreed is most appropriate and complete.

The rationale for developing this standard was simple,,,,there was, and appears to still be, way too much generalizations related to reviewing environments that have led to many failed systems, data breaches due to no ‘actual’ ESI security, loss of records/documents, and massive volumes of redundant (and usually varying versions) of the same information in multiple locations.

Get the standard and review it,,, you will quickly see why I am providing these recommendations !!!!!

While I still think you need to start with determining your target(s) as I originally brought up, I definitely support Robert’s assertion that, once you have defined your goals and outcomes, leverage the standard as much as you can to achieve those outcomes in a way that is measurable and substantive against those internationally agreed parameters. My extra 2 cents

 

Someday value-added services, enabled by StratML and AI, will semi-automatically link standards and best practices to goals, objectives, and performance indicators. In the meantime, human beings and organizations can do themselves a favor by using existing standards and best practices rather than reinventing them.

StratML Part 1 is the international standard (ISO 17469-1) for the content of strategic plans.

The opportunity exists for AIIM to offer value-added services enabling its members connect more efficiently and effectively with standards and best practices relevant to their objectives.

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Chair, StratML Working Group
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Regarding Owen Ambur’s comment, “The opportunity exists for AIIM to offer value-added services enabling its members connect more efficiently and effectively with standards and best practices relevant to their objectives.”

I strongly agree!! There are a lot of people out there that are hired without specific training for this and are tasked with, what is to them, very daunting objectives. It would be awesome if there was something that AIIM could provide that wouldn’t be too overwhelming!

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Sedgewick, AB CANADA
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