Dave Foley – 7 Habits of a RIM Program

Examine a strategic model for a sustainable Records and Information Management / Information Governance program. The 7-step model establishes components from program foundation, leading to business engagement and arriving at program maturity.  Following the strategic overview, essential program elements are discussed in greater detail, and included a practitioner’s perspective of using the strategy and program elements along with lessons learned.

• 1. Strategic Overview – Examines the 7-step strategic model essential in a RIM program: from foundation, to business engagement and onto program maturity.  This session discusses the program’s strategy and how experience and instinct were used to build, measure and sustain the program.

• 2. Driving Accountability – a framework formalizing RIM roles and responsibilities within a business unit.  The framework helps the business manage their information in a consistent and systematic way.   The discussion examines the framework’s structure and explores ways to implement and measure for use and effectiveness.
• 3. Training and Communication – Schedules, policies and procedures have their place, yet they don’t entice people to learn and apply your RIM / IG program. We’ll look at effective ways to train and communicate the program, and later demonstrate easy and “out-of-the box” ways that create interest, enthusiasm and lasting awareness for your program.
• 4. Measure for Improvement – Whether you began a records management program this year or have a long-running mature program, how do you ensure it remains relevant and sustainable?  Measuring use and effectiveness can drive program improvements and help an organization move towards compliance. From a practitioner’s vantage point, we’ll highlight resources and easy-to-use ways to measure a program holistically, as well as individual components.  We’ll close with a peek at how these measurements can help you gauge program compliance.