Information Governance Certificate Program

Transcription

1 Information Governance Certificate Program OLP s Information Governance Certificate program is a twelve week course focused on the creation of an effective leader to meet the needs of today s law firm. Courses focus on practical application skills to interactive scenarios in an interactive, web-based, live simulation environment.

2 Information Governance Certificate Program OLP s Information Governance Certificate program is a twelve week course focused on the creation of an effective leader to meet the needs of today s law firm. Courses focus on practical application skills to interactive scenarios in an interactive, web-based, live simulation environment. Program Highlights Designed, developed by one of the top industry professionals, OLP s online, live and interactive Information Governance Program instructs legal professionals specifically in the areas they are most likely to be assigned. After graduation, all students may audit any courses of the IG program of their choosing at any time. Analysis of relevant Information Governance principles, preservation, collection, cost controls and early assessment of records. A comprehensive study of Information Governance systems including common system architecture, storage protocols and its relationship to information management. Practical instruction on projects most likely to be assigned. Course meets once per week for 90 minutes. On certain occasions, it may meet twice per week.

3 Live Interactive and Participatory Online Classes and Labs Legal Professionals face a unique challenge today. The evolving field of electronic information governance demands a different approach to adult learning. Using student-centric learning technologies delivered through real-time, OLP s Information Governance and other courses assist students in learning faster and retaining more. With live, online lectures and labs, students are able to see, hear and interact with instructors and other students. They participate in collaborative learning, view multimedia presentations of course content and engage in ongoing forum discussions. Students are given real-world projects to receive hands-on experience in a supportive environment. Each class offers assignments and pop-quizzes to measure the understanding, level and development of each student. Outline of Course of Study This online, interactive course is the best option for experienced legal professionals to increase their knowledge about Information Governance. The course covers core competencies including fundamentals, goals, practical application and principles. Taught by seasoned pros, this no nonsense intensive course teaches students the latest in Information Governance issues. OLP s interactive, cutting-edge courses will cover: 1) IG Role in Law Firms and In-house Legal Departments today a) Definition(s) b) Necessity in today s litigious society c) Information governance vs. information management 2) Information Lifecycle a) Definition and understanding b) Phases c) Lifecycle Management Fundamentals d) Accountability e) Transparency f) Integrity g) Protection h) Compliance i) Availability j) Retention k) Disposition OLP Town Center Way Ste. D436 Palm Desert, CA Page 2

4 3) The Good Ole Days a) Law firm records management traditional roles b) Evolution of law firm support structures and flow of information 4) Primary Stakeholders and Players a) Stakeholders i) Administrative Management ii) Business Intelligence iii) IT (1) Information security, privacy, architecture (2) System administration (3) Service Desk/support teams iv) Ethical/Legal Compliance (GC and/or risk management) v) Firm intellectual property (vital records and historical information) vi) Knowledge Management vii) Litigation Support viii) Records & Information Management ix) ediscovery b) Value/Benefits of Advisory Board 5) Information Governance Goals a) Education for all attorneys and staff b) Confirmation of authenticity and integrity of information c) Recognition of electronic official records d) Storage of information in a firm-approved system or record-keeping repository e) Classification of information f) Controlling unnecessary proliferation of information g) Disposition of information upon completion of legal and operational usefulness h) Securing client and firm confidential/personally identifiable information i) Compliance subpoenas, audits and law suit requests j) Conformation of business systems, third parties and practice group applications to IG standards 6) Benefits of IG a) Improved client services b) Risk mitigation c) Cost containment/reduction 7) IG Principles a) Administrative Department information b) Client information requests c) Document preservation and mandated destruction d) Firm intellectual property OLP Town Center Way Ste. D436 Palm Desert, CA Page 3

5 e) Information governance awareness f) Information security g) IT systems administration h) Matter lifecycle management i) Matter mobility j) Mobile devices/byod k) Records and information management l) Retention/disposition m) Third party relationships 8) Leadership Roles & Responsibilities a) Considerations for large/medium/small firms b) Evaluating, leveraging and optimizing firm culture/size/org structure 9) Defining process 10) Achieving Collaboration and Creating Partnerships a) Identifying strengths/weaknesses b) Change management i) Common obstacles forces against changed ii) Strategies for success forces for change 11) Impact/Considerations of Electronic Information Management a) Paradigm shift from traditional records management b) Compliance vs. convenience c) Types of information d) Information repositories i) Official repositories ii) Transitory repositories iii) Non-official repositories 12) Outside Influences a) New Technology b) Mobile Devices c) Cloud-based storage and collaboration d) Client demands 13) Internal Processes a) Document retention b) retention c) Transitory files d) Backup tapes OLP Town Center Way Ste. D436 Palm Desert, CA Page 4

6 14) Transition from Unstructured to Structured environment(s) 15) Paper vs. Electronic 16) Transfers/Matter Mobility a) Issues and considerations b) Leading practices for incoming lawyers and clients 17) Transfer of Information a) Common situations b) Issues and considerations c) Leading practices 18) Mergers/Acquisitions a) Industry trends b) Importance of IG c) Leading practices 19) Litigation Holds/Preservations a) Types of lit holds b) Leading practices c) 20) Mandated Destructions a) Destruction orders b) Common situations c) Leading practices 21) Administrative Department Information a) Inclusion of proper departments b) Leading practices 22) Third Party Relationships a) Emerging trends b) Contract management c) Lifecycle management d) Leading practices 23) Information Security a) Concerns b) ISO c) Client Demands d) Impact on business development and client retention e) Development and implementation of a framework OLP Town Center Way Ste. D436 Palm Desert, CA Page 5

7 i) Identify scope, sponsorship and engage stakeholders ii) Analyze risk exposure iii) Determination of risk tolerance and prioritize iv) Development of risk mitigation strategy v) Development of implementation/tactical plan vi) Execution of plan and enforcement of compliance vii) Measurement and reports viii) Monitoring and audits ix) Re-assessing risks 24) Development of an Efficient & Practical IG program a) Organizational Structure and Collaboration i) Roles of other groups (1) GC/risk (2) Firm Management/Practice Group Leaders (3) Training (4) Operations/Facilities (5) Attorneys/Paralegals (6) Litigation Support (7) Marketing (8) Knowledge Management (9) Accounting/Finance (10) HR/Attorney Recruiting (11) Records (12) IT b) Role of IG Professional i) Job descriptions, background requirements and duties ii) Records Department Development (1) Communications (2) Upward mobility (3) Training (4) Coaching/Mentoring (5) Cross Office Collaboration/Support iii) Available Tools & Resources (1) Professional organizations (2) Consultants (3) Vendors (4) Insurance carriers (5) Bar associations (6) Social networking OLP Town Center Way Ste. D436 Palm Desert, CA Page 6

8 iv) Leadership Profile (1) Characteristics (2) Commitment (3) Team Leadership (4) Subject Matter Expert c) Marketing IG i) Audiences ii) Selling to Other Groups (1) Benefits of IG (2) Benefits to other groups (what s in it for me) iii) Selling to Management (1) Determining the right audience (2) What to convey/communicate (3) Strategies for communications iv) Selling to End Users (1) Problem solving (2) Message strategy (3) Key points of importance (4) Timing of message (5) Practical strategies d) Communications i) Setting expectations (1) Budget (2) Internal Service Level Agreements (3) Requirements (4) Personnel resources (5) External Service Level Agreements ii) Messaging of Program (1) Core components (2) Employee communications (3) External communications (4) Feedback loop e) Metrics i) Technology capabilities ii) Offsite storage iii) New client/matter creation iv) Clean-up efforts OLP Town Center Way Ste. D436 Palm Desert, CA Page 7

9 v) Collaboration opportunities vi) Special requests vii) Processes viii) Departures/transfers ix) Helpdesk tickets x) Capture device usage xi) Other system usage f) Value of Metrics i) What s important ii) What is being done now and how? iii) Comparisons/benchmarking iv) Capture v) Presentation vi) Distribution vii) Tools g) Metrics examples 25) Emerging Trends a) Predictive Coding/Analytics b) Big Data c) The 24/7 law firm OLP Town Center Way Ste. D436 Palm Desert, CA Page 8