Information Governance: Where is ARMA International Headed? David M. Fleming, CRM, IGP, CIP ARMA Utah-Salt Lake Chapter Meeting September 18, 2014

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1 Information Governance: Where is ARMA International Headed? David M. Fleming, CRM, IGP, CIP ARMA Utah-Salt Lake Chapter Meeting September 18, 2014

2 Discussion Points Defining Information Governance Defining the Information Governance Professional Changing the Paradigm Certification and Training ARMA International Efforts Questions & Discussion, Contact Information Info Gov: Where is ARMA Headed? 2

3 Defining Information Governance ARMA: A strategic framework composed of standards, processes, roles, and metrics that hold organizations and individuals accountable to create, organize, secure, maintain, use, and dispose of information in ways that align with and contribute to the organization's goals. Wikipedia: Set of multi-disciplinary structures, policies, procedures, processes and controls implemented to manage information at an enterprise level, supporting an organization's immediate and future regulatory, legal, risk, environmental and operational requirement. Encompasses more than traditional records management Incorporates privacy attributes, electronic discovery requirements, storage optimization, and metadata management. Gartner: The specification of decision rights and an accountability framework to encourage desirable behavior in the valuation, creation, storage, use, archival and deletion of information. It includes the processes, roles, standards and metrics that ensure the effective and efficient use of information in enabling an organization to achieve its goals. Richard Medina: Information governance is a part of corporate governance, and focuses on managing an organization s information (content) in order to increase its value and reduce its cost and risk to the organization. Info Gov: Where is ARMA Headed? 3

4 Defining Information Governance The Principles provide a framework for planning and assessment of Information Governance Performance The IGRM provides a framework for cross functional and executive dialogue and serves as a catalyst for defining a unified governance approach to information. Generally Accepted Recordkeeping Principles Accountability Transparency Integrity Protection Compliance Availability Retention Disposition Info Gov: Where is ARMA Headed? 4

5 IG professionals: Defining the IG Professional o Have a strategic view of the organization and deep understanding of its business, financial, and technology acumen and possess the ability to engage & collaborate with a variety of stakeholders to ensure all needs for the organization are met. o Understand that information assets must be governed in a way that costs only as much as necessary to achieve the entity's goals while mitigating risk to the desired level. o Must competently articulate problems and propose viable solutions in terms that create a compelling reason for the organization to act. Bottom Line: o Cost savings and efficiency drive the organization to implement solutions and the benefit of everything we do must quantified in monetary terms and in relationship to mission and goals. o We must implement tools and processes that effectively address compliance and risk objectives and also achieve quantifiable and verifiable cost and efficiency benefits. Do you know your organization's mission? How do you support the organization s efforts to fulfill that mission? Info Gov: Where is ARMA Headed? 5

6 Changing the Paradigm Although a critical component of information governance strategy implementation, RIM 101 is only part of the solution Information Governance is a multi-discipline organization-wide strategy requiring a high degree of collaboration with key business partners at the highest levels of the organization We need to become Program Managers as opposed to a Records Managers, whether we are focused on organizational strategy or tactical implementation We must take a seat at the table which requires that we develop critical business skills and relationships and understand how information governance supports the goals of the business Business units must take on records and information management functions A centralized approach to RIM tactical operations is no longer feasible Info Gov: Where is ARMA Headed? 6

7 Certification and Training Info Gov: Where is ARMA Headed? 7

8 Certification and Training IGP Certified Information Governance Professional (IGP) Business Project Management Professional (PMP) Certified Compliance & Ethics Professional (CCEP) RIM Certified Records Manager (CRM) AIIM / Certified Information Professional (CIP) Certified Document Imaging Architect (CDIA+) Certified Archivist (CA) IT Certified Internal Systems Auditor (CISA) Certified in the Governance of Enterprise IT (CIGEIT) Legal Certified E-Discovery Specialist (CEDS) Privacy & Security Certified Information Privacy Professional (CIPP) Certified Information Systems Security Professional (CISSP) Info Gov: Where is ARMA Headed? 8

9 Certification & Training CRM in Relation to IGP o A CRM is a RIM professional with expertise in a very complex field with strategic importance that most business people do not understand. o The CRM is uniquely positioned to become an Information Governance Professional (IGP) and has the most relevant training o The CRM designation requires a significant amount of knowledge and experience and has been established for over 40 years o Information Governance (IG) is a strategy developed by a multidisciplinary team representing all major business units of the organization o IG strategy provides a common framework to guide business unit tactical/process planning & design that meets the information management goals of all stakeholders o The IGP certification is a new designation developed by ARMA International o The IGP is responsible for multi-discipline, organization-wide strategy that requires a high degree of collaboration with key business partners at the highest levels of the organization o Is the CRM being replaced by the IGP? ABSOLUTELY NOT! Info Gov: Where is ARMA Headed? 9

10 Certification and Training Training Certificates o ARMA Essentials of The Principles Essentials of RIM Professional Leadership o AIIM ECMp, ECMs, ECMm ERMp, ERMs, ERMm BPMp, BPMs, BPMm Others SharePoint, Social Media, Taxonomy & Metadata Resources ARMA International Education Foundation Free research papers AIIM Lots of free content on the website Info Gov: Where is ARMA Headed? 10

11 ARMA International Efforts The Road Traveled So Far Generally Accepted Record Keeping Principles published (2009) The Principles Maturity Model Developed (2010) Principles Assessment tools developed based on the Maturity Model ( ) Information Governance Professional (IGP)Certification Development ( ) Info Gov: Where is ARMA Headed? 11

12 ARMA International Efforts ARMA International Work Streams Supporting Information Governance Influence industry o Introduction of Generally Accepted Recordkeeping Principles (2009) o Introduction of IG Maturity Model (2010) o Organizational as well as individual focus o Strategic partnerships with other organizations in the IG space IAPP, ISACA, Sedona, ILTA, LegalTECH, etc. Metrics / tools for measurement of IG contributions o IG Assessment tools (various over the past several years) o Newest: Based on The Principles Deeper dive into recordkeeping and IG framework and foundation Info Gov: Where is ARMA Headed? 12

13 ARMA International Efforts ARMA International Work Streams Supporting Information Governance Legislative advocacy o NARA key partner to influence recordkeeping in government o Comments on various bills/initiatives with potential IG impact o Support various agencies/congressional committees upon their request Professional development o Special focus at ARMA International conference o Certificate programs available online; some available in person training o Webinars o Special focus in magazine; book publications o Online courses IGP Certification: o 115 IGPs certified to date o Current testing window open now through November 22nd o Holistic approach to IG Info Gov: Where is ARMA Headed? 13

14 Questions / Discussion Contact Info Questions & Discussion Contact Information o David M. Fleming, CRM, IGP, CIP VP - Corporate Records Program Manager Zions Bancorporation ARMA Pacific Region Director o o Phone Office: , Mobile: o Linkedin Send me an invitation! Info Gov: Where is ARMA Headed? 14

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