February 28, 2019

Jason Baron, Ethical Boardroom: A looming challenge for corporate governance. In this article Jason discusses ephemeral and self-destructing messaging apps and how to address them from the RM and IG perspectives.

February 27, 2019

Archives Express: NARA releases Blockchain white paper. My take: It raises a number of questions and misses some important ones like the 51% hack and smart contract issues. I think a lot more work needs to be done before IM professionals jump on the blockchain bandwagon.

H/T: Kurt Thies

February 22, 2019

ARMA Awards Nominations Open

Posting this because I never see the announcements about this until right at, and sometimes after, the deadline. ARMA's awards nominations are open for a number of awards, with the following deadlines:

May 15: Company of Fellows; Distinguished Service Award; and Christine Zanotti Award for Excellence in Non-Serial Publications

June 30: ARMA Award of Excellence for an Organization Award (presented by the Department of Redundancy Department); Chapter Luminary Award; Member of the Year; Regions Luminary Award; and Standing Ovation Award.

A brief overview of each award can be found at https://www.arma.org/page/Awards. Links to criteria and nominating forms for each award can be found at https://arma.secure-platform.com/a/.
Mike Orcutt, MIT Technology Review: Once hailed as unhackable, blockchains are now getting hacked The spooky thing to me is not the 51% attacks, but rather the smart contract issues.

Frequently Asked Questions about CIP 2019

We just received a couple of questions about the CIP 2019 update, and thought it might be helpful to answer them here. Eventually I suspect this will turn into an FAQ, so if you have questions about CIP 2019, please send them to me and I'll answer them here!

Does this version replace the previous version? Yes, when the 2019 update goes live, the old exam will be retired. Some of the questions will be the same, many of the questions will be tweaked, and there will be many new questions to reflect the new topics added to the exam.

That said, current CIPs will not need to retest to maintain their status. CIPs who have been keeping up with their CEUs and renewal fees will continue to remain active CIPs in good standing. The renewal and reinstatement processes will change somewhat - I wrote about that here: http://informata.blogspot.com/2019/01/cip-2019-quick-update-on-renewals-and.html

Will the exam be different? Yes...and no. Metadata is still metadata, business processes are still business processes. The reason for updating CIP, or any certification, is to reflect changes in the industry and how things are done. To that end, we'll be reducing or removing coverage of topics we don't feel are relevant, and adding and widening coverage of topics that have emerged to take their place in the toolkit of the information professional.

The bottom line is that the coverage of the exam will be mostly the same - right now my best guess is around 70%. Once we finalize the exam blueprint we'll share that here and in other sites and services, and we'll also put together a mapping that shows what's been dropped, what's been changed, and what's been added.

We will still be using Kryterion as our exam delivery partner. The exam itself may become slightly longer to reflect the broadening of industry processes and developments we think CIPs should know, but it will still be a single exam.

Are there more/different courses that should be considered to prepare? Again, yes and no. All of the current AIIM courses will continue to align to the updated CIP; many of them go into much greater depth than the relevant section of the CIP, so they remain of value on their own as well as for preparing for the exam.

However, the CIP Study Guide and CIP Prep course will also be updated to reflect the changes on the exam, so candidates will continue to have that option to prepare for the exam as well. And we're planning for some big changes in how we deliver that prep course that we think everyone will appreciate!

Again, if you have any other questions, please send them to me at jwilkins@aiim.org and I will answer them and post the answers here as well.
Joe Shepley, in CMSWire: What if You Just Ignored the GDPR?

Interesting and realistic take on the real cost of compliance vs. the abstract cost of non-compliance. As I teach in our training courses, ultimately every compliance decision is a risk management, and therefore business, decision. As Joe notes, it makes zero sense financially to spend millions of dollars to avoid the possibility of tens of thousands of dollars in fines.

That's not to say that compliance might not be important for other reasons - public sentiment, trust and reputation, etc. And our Modern Records Management class makes the argument that you do things to improve the business of the business and get better compliance as an additional benefit. But every organization needs to look at GDPR, and CaCPA, and any new regulation/compliance requirement through the filter of what's the best choice for the business.

February 5, 2019

Jedidiah Bracy, for IAPP: CNIL publishes blockchain guidance for GDPR compliance. Links to the report and an article about it are available within this post.

February 4, 2019

CIP 2019 update: The job task analysis and exam blueprint

The first major phase in the development or updating of a certification exam is the job task analysis (JTA). As the name suggests, this is an in-depth analysis of the tasks expected for a particular role. The results of the JTA are then translated into the things a candidate needs to know to perform those tasks - the exam blueprint - which then forms the basis for the actual exam questions.

The role definition is important, because the purpose of any exam is to determine whether a particular candidate is minimally or sufficiently competent to function in that role. This is a specific term of art in the certification industry that we'll talk about at some length on our call.

In a nutshell, we have defined the minimally competent CIP as one that:
  • Has 5+ years of practical, hands-on work experience in information management processes and disciplines (updated to reflect 5+ years)
  • Does not have to have a relevant college degree
  • Has not attended any formal training courses
  • Is prepared to faciliate, translate, and liaison between different information management processes, the business, IT, etc. Jack of all trades is a good description; internal consultant or "generalist" is probably another. 
  • Is more focused on business outcomes than specific technologies or in-depth specialized processes
This is not a thought leader/rock star consultant with 25+ years of experience - because how many of those are there? Rather, to use an academic analogy, this is the C- student. Yes, they have a passing mark. Barely. As they get trained, and get more and broader experience, they will eventually become rock stars - but they aren't there yet.

The JTA, and how important you think a given task is, should therefore be thought of in terms of that C- student, not the rock star.

Tomorrow, February 5, we will be sending out a JTA survey to all CIPs and all AIIM professional members. That survey is based on the existing CIP, which gives respondents an opportunity to tell us how they feel about it, and adds some new tasks and activities to reflect changes in the industry since the last CIP update in 2016.

We ask you on the survey to rate each task on a scale of 1, not at all important, to 5, essential. Tasks that are 1s are probably not within the scope of most CIPs' roles; tasks that are 5s are within the scope of just about every CIP's role.

If you get the survey, we'd very much like you to take the 15-20 minutes required to complete it. We are particularly interested in your identifying:
  • Which tasks are outdated, niched, or of such little importance that they should be removed altogether? For example, in the original CIP we made the decision that microfilm was niched enough that it wasn't directly relevant to the day-to-day life of the CIP. 
  • Which tasks need to be added to ensure that a CIP stays current? For example, there's been a lot of work done recently around process automation, in particular in the areas of robotic process automation and decision management. If those should be added, what are the tasks we expect a CIP to need to do? 
The survey is only open through Sunday, February 10, 2019. Once the survey closes we'll use the data to develop the final exam blueprint for the exam.

If you have any questions about the survey or the update process - or you're a CIP and want to participate as a subject matter expert yourself - please contact me directly at jwilkins@aiim.org.

January 25, 2019

Nominations open for AIIM Awards

From the AIIM Awards page: Nominations for the AIIM Leadership Awards, Company of Fellows, and Award of Merit should be sent to Jessica Lombardo at jlombardo@aiim.org no later than Friday, February 1, 2019. Questions? Please email Jessica at jlombardo@aiim.org.

All nominations must be of AIIM Professional members and made by Professional members. Nominations to the Company of Fellows must be made by a Fellow and the nominated person must have been a Professional member of AIIM for the preceding five years or served as the Chair of the Board of Directors. Nominations for the Award of Merit, AIIM's highest honor, must have been a member of the Company of Fellows for the preceding five years.

Additional details about each category of award are available at https://www.aiim.org/awards.
Asif Rehmani, CMSWire: Why You Should Launch Your SharePoint Deployment & Adoption Plan Concurrently

ARMA Canada Opens Call for Speakers

ARMA Canada has announced its call for speakers for ARMA Canada 2019, scheduled for June 3-5, 2019 in Montreal, Quebec. Presentations must be submitted by Feb 11, 2019. Additional details are available at http://armacanada.org/index.php/become-a-speaker/.

January 17, 2019

ARMA opens CFP for ARMA 2019

ARMA has opened its call for speakers to participate in ARMA Live! 2019, scheduled for Oct 21-23, 2019 in Nashville, TN. Submissions are due no later than February 15, 2019. Additional details and the form can be found at https://www.arma.org/page/2019-call-for-proposals.

January 10, 2019

We Need a Few Good...Subject Matter Experts for the CIP!

Earlier today we sent out a call for subject matter experts (SMEs) for the 2019 update to the Certified Information Professional (CIP) exam. A couple of potential SMEs indicated that they wanted to participate, but weren't sure they had the time. So here's what I sent to one of them, and wanted to share with other potential SMEs.

The exam development process needs highly qualified SMEs for these four primary tasks:
  1. Develop the exam blueprint
  2. Develop exam questions
  3. Review exam questions
  4. Set the passing or cut score
1. Develop the exam blueprint. We are drafting a job task survey (JTA) now as well as a very rough exam blueprint. We'll be sending out the JTA survey to the CIP community and some broader target audiences as well.

Once we get the survey back, we'll use that to revise the exam blueprint and send that out to the subject matter experts. We'll then schedule a web conference session to review and finalize it. We'll be looking to have the final draft of the blueprint done the first week of February and the final approved blueprint the second week of February.

2. Develop exam questions for CIP 2019. This begins with a 2-hour web conference, and then item writers will have around 10 days to write 15 questions each. This is the one we need the most number of SMEs for, because SMEs are generally only able to write 15 questions each before they start either repeating or burning out. I tell people that writing a really good, accurate, proper exam question takes about 20-30 min, so the commitment here is likely around 8 hours over a 10-day period. This is late Feb to mid-March.

3. Review others’ exam questions for CIP 2019. Same training, and then wait for items to start coming in, so it's a bit back-loaded. I'd argue that reviewing is less taxing but you have to be very detail-oriented to make sure that the question really is correct, concise, and accurate. Late Feb to mid-March.

All of this leads us to a beta CIP exam that we expect to run from mid-March to mid-April. We need at least 125 people to participate in this, but those should NOT be subject matter experts. Rather, we want people with 3-5 years experience in information management (IM) and with exposure to multiple aspects of IM or multiple IM-related processes. I'll post a more specific invitation for that once we get there.

4. Develop the passing score for CIP 2019, based on the beta exam results. This is a process called modified Angoff scoring. It's a couple of 2-hour web conference sessions where we go over every single question from the beta exam and rate each question based on importance and difficulty. This would most likely be early May.

Once we complete the Angoff scoring, we can let the beta test takers know whether they passed or not, publish the official passing score, and formally launch the exam.

But I'm not a CIP...yet.
You can still help.
  • Once the job task analysis survey is live, I'll be posting it to social media and we have some other non-CIP audiences we'd like to hear from. So please feel free to complete that survey. 
  • We need at least 125 non-CIPs to participate in the beta exam. I don't have details to share yet, but the cost of the beta exam will be significantly lower than the cost of the live exam, and candidates who pass the beta will be CIPs in every respect. The most significant difference with the beta is that you'll probably need to wait 4-6 weeks to get your results back.
  • We may have some specific requirements for SMEs, especially for item writing and reviewing, that are not represented in the CIP community. If you're interested and have the requisite experience and expertise, feel free to submit the form below. I can't promise you we'll need you, but I can promise a response one way or the other. 
Great - where do I sign?
We have a call for participation form live at https://gzclelland.wufoo.com/forms/mp82rki1pj387u/. Fill out the form completely and attach a resume or CV. We also have a link to an NDA at the top. Once we get the form and the NDA, we'll review your status and let you know within the next couple of weeks whether we can use you. Our needs may change over the course of the update, so I will keep every potential SME's information and NDA on file until the exam goes live (and then we'll get rid of it because data protection!).

For more information, or if you have any questions, please contact me directly at jwilkins@aiim.org.

Andrew Pery, writing for AIIM: The Tension between GDPR and Blockchain: Are they Polar Opposites or Can they Co-exist?

January 9, 2019

CIP 2019 - Quick Update on Renewals and Reinstatement

If you're a CIP, you know or should know that you have to renew it every three years, either by retaking the then-current exam (and paying the then-current exam fee!), or by submitting 45 continuing education credits and paying a renewal fee. I wrote about that process at some length at https://informata.blogspot.com/2016/07/maintaining-your-cip-certification.html.

When we launch the revised CIP exam later this year, we're going to increase the CEU requirement from 45 over 3 years to 60 over 3 years, or 20/year. This will bring us into alignment with nearly every other industry certification.

Most CIPs are already doing well in excess of 20 hours of continuing education a year - which is not surprising, given the rate of change and the imperative to keep up with it all. And 20 hours a year equates to less than 1% of a work year, so we think it's reasonable to expect a professional to spend 1% of their time keeping up with trends and changes.

We are also going to increase the renewal fees slightly, to $150 for AIIM Professional members and $165 for non-members.

We're going to increase the reinstatement fee to $249. This fee only applies to CIPs who let their status lapse and who need to renew after the 3-year renewal period. However, we are also giving serious thought to removing the current 1-year limit, so that a lapsed CIP would be able to renew at any time by submitting CEUs earned within the previous 3 years and paying the renewal fee. We believe that anyone who has passed the CIP exam at least once has demonstrated their "CIP-ness" and should be eligible to reinstate their status, provided they submit the required CEUs and pay the reinstatement fee.

How will this affect current CIPs?
We're targeting the exam to go live this summer, and we'll give more specific dates as we get closer. All changes to the program, as well as the exam itself, will all go live at the same time, and all new CIPs and all renewal cycles that start after that date will be subject to the new requirements. So if you're a CIP now and good through, say, June 5, 2020, you'd have to meet the new requirements starting June 5, 2020 for your renewal cycle ending June 5, 2023. (JW: Updated to reflect change in thinking based on comments below)

We'll be communicating this often - via email, via social media, at the AIIM community, etc.

I welcome your thoughts and comments here or at jwilkins@aiim.org.
Joanne C Klein: Modern vs. Classic In Place Records Management in SharePoint

December 11, 2018

The CIP in 2019 - An Introduction

It's now been just over seven years since we introduced the Certified Information Professional (CIP) to the world. What a long, strange, great trip it's been! As always, in the interests of full disclosure, I run the program for AIIM, helped develop the original CIP in 2011, and led the development of the 2016 update. 

CIP v1 was released September 23, 2011 and included 32 major topic areas grouped into 6 high-level domains:

  • Access and Use
  • Capture and Manage
  • Collaborate and Deliver
  • Secure and Preserve
  • Architecture and Systems
  • Plan and Implement

It was available through Prometric test centers until February 2016. 

CIP v2 was officially released on July 1, 2016 and was significantly streamlined into 6 domains that made more sense and better aligned to how we see the information management journey:

  • Creating and Capturing Information
  • Organizing and Categorizing Information
  • Governing Information
  • Automating Information-Intensive Processes
  • Managing Information Throughout the Information Lifecycle
  • Implementing an Information Management Solution

It's been available through Kryterion test centers as well as an online proctored option

Between the two, more than 2,000 people have taken a CIP exam and more than 1,500 have passed. 

Now it's time to start developing CIP v3, which will launch in Summer 2019. 

As I noted in December 2015 in talking about v2, 
A certification requires a lot more than simply writing a bunch of questions and setting up a web page. In order to launch an update to the CIP, here's what needs to happen, in fairly short order. 1. Update the outline and coverage. The original CIP was very...lumpy. Records management and BPM were provided the same weight on the exam as webconferencing and instant messaging. We're also going to align the CIP much more closely to the broad, if somewhat informal, body of knowledge we've already developed at AIIM in the form of our Master Classes and certificate courses.  Once the draft outline is done, we will share it with the broader CIP community for feedback.   
2. Develop new exam questions. We will look to reuse good questions from the existing CIP exam bank where appropriate, but we will also need to revise some of them and will need new questions as well. We're investigating different mechanisms for doing this, but there will be an opportunity for CIPs to participate in item writing and review.   
3. Score the exam. A critical part of the development of a certification is to ensure it is psychometrically valid. This basically means that the exam questions themselves are correct, accurate, not misleading, and comport to industry standards and best practices. This process also leads to the development of the passing score, rather than setting an arbitrary score. There is an art to this; many certifications use the modified Angoff method to set the scoring standards.

And as I failed to note in that post, 

4. Update the program. Eligibility requirements, renewal and reinstatement requirements, everything that is involved with the CIP program beyond the exam will be reviewed and potentially updated. Example: I can share that we will be increasing the CEU requirement to 60 over 3 years, which will bring us into alignment with most other industry certifications. 

All of these steps will require commitment and active participation from the CIP community. Very soon we'll be sending you a couple of emails. One of them will ask whether you are willing and able to participate as a subject matter expert for any of these three steps. Another will reflect the draft exam outline and ask for your feedback on it. 

Importantly, all subject matter experts who participate will need to be active CIPs in good standing. So if you want to be involved, but you've lapsed...you should reach out to me pretty quickly at jwilkins@aiim.org

In short, I'm really, really excited about this update. It's going to take a lot of work, from me and my colleagues at AIIM and from the CIP community. But we have an incredible opportunity to make CIP even better and ensure that it becomes even more relevant and sought-after. 

November 21, 2018

ARMA Solicits Chapter Speakers

ARMA has asked for potential speakers for chapter meetings to register in their master speaker database. I assume they also use it as potential gap-fillers for other ARMA events such as the annual and regional conferences. You can find the registration form at https://www.arma.org/general/custom.asp?page=SpeakerDatabase.

November 8, 2018

Updated schedule for AIIM training courses in 2018

Another in a series of irregular updates about my schedule and AIIM's overall schedule. Here's what we have coming up:

Nov 27-30, CIP Prep Workshop, London, UK
Nov 28-29, private class in Ottawa, ON
Dec 4-7, Modern Records Management Master Class, Silver Spring, MD
Dec 11-14, Modern Records Management Master Class, London, UK
Dec 18-21, private class in Orlando, FL

Courses in the U.S. are taught by me, Jesse Wilkins, CIP, Director of Certification at AIIM. Courses in the UK are taught by Alex Visser, CIP, a long-time AIIM trainer accredited to teach every course AIIM offers.

All courses include interaction with the instructor, the course materials, and access to online course materials for six months. The Modern Records Management Master Classes include access to the online exam.

The CIP Prep Workshops include an exam voucher good for 1 year that can be used to take the exam at any Kryterion testing center world-wide or through Kryterion's online proctored exam (OLP) process. The Denver CIP Prep workshop will include an onsite proctored exam for those students prepared to take it.

All of these courses are also available as self-paced online courses. Self-paced online courses have a lower price, and don't require travel, but require more self-motivation to complete in a timely fashion.

We'll be posting the 2019 course schedule soon.

For more information on any of these courses, or to schedule a private course for your organization, please contact me directly at jwilkins@aiim.org.

November 5, 2018

NYT editorial on blockchain and online voting

Written by Alex Tapscott of the Blockchain Research Institute, it's a great article and argument as far as it goes. But it glosses over a number of key issues/assumptions:

  • That all enfranchised voters can get, and remember how to use, a digital ID
  • That there would be a ready way to move this ID between devices - how many of YOU are using the same phone you used in 2016? 2014? 1988 (my first election)? 
  • That all enfranchised voters have access to such a device in the first place - yes, smart phones are nearly ubiquitous, but that's not the same as 100% access. 
  • That the problem of multiple users/device can be solved - think public libraries, retirement homes, homeless shelters, etc.
  • Most importantly, the author rightly notes that "There is no shortage of politicians in power who benefit from the inaccessibility, insecurity, or lack of public faith in the electoral process. They have every reason to cast doubt upon, or outright oppose, an improvement in the way elections are run." This is an issue on all sides of the political arena. 

October 10, 2018

Updated Sedona Conference guidance

I've been remiss in not posting these as they came out, but all of these look like good resources. Normally I don't link to things that require logins or lead gen-type data, but Sedona is a highly respected and influential organization and I think everyone in information management should be familiar with them and their resources.

October 9, 2018

ARMA and Information Coalition Merge

Full disclosure: I still work at AIIM. As with everything I post here, nothing in this post reflects the views of AIIM management or staff.

After a couple weeks of teasing a big announcement, ARMA delivered a webinar today that provided updates in four key areas. I'm going to take them in a different order from how they were delivered.

1. Student membership. Effective October 22, ARMA will offer $25 Professional memberships to full-time students in a degree-granting program. Lots of questions about this - what about part-time students? What about retirees?

2. The release of the full Information Governance Body of Knowledge, aka iGBOK, sometime between now and the ARMA Live! 2018 conference this month. They noted that PMBOK was a significant factor in moving project management from a role to a profession and they are hoping to follow suit.

3. The app. Most conferences now have an event app that attendees can use to connect with others, share updates, etc. ARMA has taken it one step further and released an ARMA app which includes the event app functionality within it. The events calendar is nice, as is the membership directory; there is a social feed but I wonder how many people will think to post to it as opposed to Twitter, Facebook, etc.

4. The big news: ARMA and Information Coalition have merged. Nick Inglis is now an executive director (read: VP) and owns training, certification, content, and events. Jim Merrifield also joined ARMA's staff in a business development role. As might be expected there were a ton of questions about this on the webinar. Some of the key points:

  • All of IC's assets are now owned by ARMA. 
  • No changes to chapters, since IC doesn't have them, or how ARMA is structured (501(c)(6)). 
  • Paid IC membership will be normalized with ARMA membership in some fashion. 
  • The InfoBOK is owned by ARMA and will remain available, though it might be rebranded so as to avoid confusion with iGBOK and with having two BOKs.
  • The INFO designation may stay or may morph into something else, but it was clarified on the call that it's a certificate program, not a certification. Related, there are no plans to make it one or to release any other certifications in the near future. 
  • Nothing was mentioned about IC's two Fellows, Laurence Hart and Delores Madrid. They don't fit the traditional profile of an ARMA Fellow and probably wouldn't have all the points required to meet the requirements; on the other hand, when AIIM merged with CIIMS, all of those Fellows became Fellows of AIIM. 
  • No decisions made yet about the future of InfoGovCon. Jocelyn Gunter did just post on Twitter that "For now we will have one event location with both brands and spirits represented but both will evolve to meet the needs of the profession."
Oddly, there is no information on either the ARMA home page or the Information Coalition home page about the merger. It's not posted to either one's Twitter feed, either, though IC has retweeted some others' tweets about it. IGGuru.net has a brief post but that's it. 

So that's the announcement, but what does it mean? I'm not sure. ARMA and Info Coalition are so different that it just might work. On the other hand, they're really different and it will be interesting to see how this goes, both from an ARMA HQ/staff perspective and how it is perceived by ARMA's membership. 

Personally and professionally I hope it works out for ARMA and everyone involved in the merger. I think some interesting things could come from it. 

August 30, 2018

IAPP opens CFP for Global Privacy Summit 2019

IAPP has announced it has opened its call for presentations to participate in the IAPP Global Privacy Summit 2019, scheduled for April 30 - May 3 in Washington, DC. Proposals are due by October 21, 2018. More details can be found at https://iapp.org/conference/speak-at-an-iapp-conference/proposals/; that same page also lists open calls for events in London, Toronto, and Singapore.

August 23, 2018

DSF '19 Call for Speakers open

The Document Strategy Forum 2019 Conference has announced its call for speakers for DSF '19, scheduled for May 7-9 in Anaheim, CA. Proposals must be submitted by September 17, 2018. For more details visit https://www.documentstrategyforum.com/page/1363259/call-for-speakers .

August 22, 2018

Harmony Sanderson, Miktysh: SharePoint Metadata: What Is It and Why Is It Important?

#aiim19 Call for Speakers is Now Open

AIIM has announced that the call for speakers is open for the AIIM19 Conference, scheduled for March 26-28, 2019 in San Diego, CA. Interested speakers must submit your proposals no later than September 21, 2018 and will be notified of acceptance or not by November. For more details or to submit, visit https://aiimconference.com/callforspeakers

REtaking the CIP exam

About once a month I get an inquiry about retaking the CIP exam. It usually goes something like this: "I have heard after you take the CIP exam (and pay for it), even if you fail the exam you can re-take the exam at no additional charge for an unlimited number of times until you pass. Are you able to verify this information?"

I'd love to track down the source of this rumor, because it is categorically untrue.

When we developed CIP, one of the things we looked at in the industry was how other certifications addressed retakes. Some offer free retakes, many offer discounted retakes, and many require candidates to pay the full price of the exam for any subsequent attempts. We opted to follow this last approach. So here's how the retake process works.

If a candidate is unsuccessful on the CIP exam, the candidate must pay the full exam fee to retake it. In addition, the candidate must wait 15 calendar days to reschedule. This is a security feature to help ensure that unscrupulous types can't take the exam repeatedly over a short period and memorize and sell our exam questions to "exam cheat" sites.

If the candidate is unsuccessful again, that candidate will have to pay the exam fee again for each subsequent attempt AND wait an additional 90 calendar days to reschedule.

We make some exceptions to this policy on a case-by-case basis. For example, if a significant technical issue occurs that appears to have impacted a candidate's attempt, I may decide to grant a discounted or free exam retake. But this is very much the exception to the rule. In almost all cases, candidates will have to pay the full exam fee for every attempt.

Questions or comments? Please reach out to me directly at jwilkins@aiim.org.

August 1, 2018

CIP digital badging with Accredible

I'm pleased to announce that we're now offering digital badging for CIPs via Accredible. Every active CIP in good standing will be receiving an email on August 1, 2018 with instructions on how to accept the digital badge, how to share via social or email, how to add to your LinkedIn profile, etc.

These digital badges are verifiable, so you can share the link with your employer to confirm your CIP status. They also expire; the CIP has always required certificants to renew every 3 years, but it will be more obvious in this interface. You can also download your CIP certificate from Accredible.

I hope all CIPs will join me in accepting the badge and sharing it proudly. One of the key ways to increase the value of the CIP is to grow the CIP community, and a great way to do that is to promote it so your colleagues and peers see it and can get a sense of how you earned it.

If you have passed the CIP exam, but do not receive this email, first, check your spam and Clutter folders! Next, check the list of active CIPs on the AIIM website. We update this every two weeks, so if you just got the CIP, it might not be there. But if it's been more than 3 years since you got the CIP, you may have lapsed. I can help you with reinstatement - ping me at jwilkins@aiim.org.

Again, we hope that this is one more way that we can provide value to you as a CIP. If you have any questions, need a name change, etc. please contact me directly at jwilkins@aiim.org.

July 31, 2018

Taking the Online Proctored (OLP) CIP Exam

Extremely short version of this post: The online proctored exam is a proctored exam. Don't do anything during the exam that you wouldn't do at a test center.

As I mentioned in a previous post, CIP candidates now have the option of taking the CIP exam using an online proctored (OLP) model. I won't rehash the details of that here; instead, I want to provide some guidance for the actual exam experience.

Preparing your computer for the exam
Once you register for the OLP exam, you have the option to set up your biometric profile and install the Kryterion Sentinel software. The biometric profile consists of taking a picture of you, and a keystroke biometric exercise.

We strongly recommend that you do this at least one day in advance - and so does the registration email you receive from Kryterion. This way, if you have any technical issues such as your webcam or microphone not being compatible, or your computer being too locked down to install the Sentinel software, you can identify and resolve them prior to the scheduled exam.

Kryterion has a guide for preparing for your exam, which you can find at https://www.kryteriononline.com/sites/default/files/docs/PreparingForYourExam.pdf. You can also check your technical readiness at http://test.kryteriononline.com/webcam-checker/.

The day of the exam
The exam is a scheduled exam, just like the one you'd take at a test center. If you are late or miss your scheduled start time, you may have to pay a rescheduling fee of $50, or even pay for a new exam fee in certain cases.

If you haven't already installed Sentinel and done your biometric profile, you should do this well in advance of your scheduled test time so you don't run into any issues at the scheduled time and need to reschedule (and pay the rescheduling fee).

At the time of your scheduled appointment, log into http://www.webassessor.com/aiim/index.html and you should see a screen that looks like this:

If you don't see the yellow Launch button, or you just see a question mark, it may be because it's too early. The launch window is open from 10 minutes before your appointment to 20 minutes after for a total of a 30-minute window for you to start the exam.

During the exam
Again, this is a proctored exam. A Kryterion proctor is watching through your webcam, and listening through your microphone, while you take the exam. The proctors are trained to look for behaviors which could tend to compromise the exam. Some of these result in warnings and potentially the suspension of your exam, while others result in immediate termination. Most of these are self-explanatory.

Warning behaviors include:

  • Camera out of position or out of focus. This can also occur if you lean in too close to the camera. 
  • Audio problem
  • Talking, non-test related. If someone yells a question at you about, say, dinner, or the Wilkins case, you'll get a warning. If it keeps happening your exam will be suspended. 
  • Poor lighting
  • Invalid keystroke. Specifically, this is keystrokes like , , , and the like. 
  • Video signal problem
  • Multiple people in view. If your child wanders into view, or a coworker, you'll get a warning (and of course they will have to leave the area). 
  • Inappropriate environment
  • Reading exam aloud. Don't do it. Don't even mouth the questions to yourself. 
  • Leaning out of view. True story: when I took the OLP exam to see for myself, I stared out into space for a few seconds. I got a warning. Don't do it. 
All of these can lead to a suspension of the exam. Most will give you a warning first. If your exam is suspended, contact me or AIIM (jwilkins@aiim.org, certification@aiim.org) and we can get you un-suspended depending on the circumstances. Typically only available between 8 am and 8 pm Eastern time. 
Termination behaviors include: 

  • Leaving the area
  • Unauthorized test aid usage
  • Talking about the exam
  • Test item theft
Termination behaviors will result in the immediate termination of your exam. These are behaviors that tend to compromise the security of the exam and cause damage to the CIP program as a whole. At our discretion, we may: 
  • Let you retake the test, subject to a rescheduling fee
  • Let you retake the test, but make you pay the full fee to offset the time we spend investigating the behavior
  • Prohibit you from retaking the test for some time - including permanently.
Most of this boils down to: 
  1. Schedule the exam when it's convenient and keep the appointment. 
  2. At the appointed test time, make sure you've used the bathroom, you have a 2-hour window with no interruptions, and you're not in view or audio of anyone else. 
  3. Once you start the test, don't talk/mouth, keep your eyes on the screen, don't try to write anything down, and focus on the questions. If you're prepared, you'll do well. 
Please feel free to contact me at jwilkins@aiim.org if you have any questions about the online proctored exam process. Good luck!

July 19, 2018

July 12, 2018

CIP exam now available in online proctored format

Update: I've moved this blog post to AIIM's Digital Landfill blog so that it gets much more traction. The short version: You can take the CIP exam in an online proctored format. You have to meet Kryterion's technical requirements including a webcam and microphone, but it's the same proctoring process and the same cost.

To sign up for a proctored exam, go to https://www.webassessor.com/aiim/index.html and select the Online option. Ping me at jwilkins@aiim.org with any questions.

July 3, 2018

New podcast interview with 3 AIIM CIPs

Kevin Craine has just posted his latest AIIM on Air podcast, featuring interviews with 3 CIPs: Andrew Pery, Ed Steenhoek, and Gerry Guilbeault. You can find the podcast episode at http://info.aiim.org/digital-landfill/podcast-what-can-certification-do-for-my-career-a-look-at-the-cip-program. To access the entire podcast series, visit https://www.aiim.org/Resources/Presentations-Podcasts/Presentations-List-Page.

July 2, 2018

CIP Today - June 2018

Editor's Note
Ah, summertime. The AIIM18 conference has come and gone - and was an amazing success. Our thoughts turn to vacation, recreation, and a chance to recharge.

For my part, I'm thinking about CIP. Yes, I'm a geek. But as a CIP myself, I want to make sure that it is relevant to you, your colleagues, and your employer. That means it's time to start thinking about CIP v3, which we want to go live in Summer 2019.

It means it's time to think more about how CIPs can benefit even more from the AIIM conference, which returns to San Diego next March.

And it means it's time to update the CIP value proposition so we can make sure the value CIP provides can be communicated effectively. How can we make the website more useful to candidates as well as to CIPs? What types of statistics can we develop for different audiences - say, the vendor community, or veterans, or particular industry verticals?

I'd welcome your thoughts on these questions at jwilkins@aiim.org.

Jesse Wilkins, CIP
Director, Certification


New CIP Prep Course Model

We're looking at a new way to provide CIP Prep training. We're still working out some of the details, but it will be a combination of self-paced materials that cover the exam plus a series of instructor-led online training sessions. Those sessions will be focused on exercises and activities to allow students to apply what they've learned. The first course is expected to be delivered in October 2018 - watch this space for details.

CIP Webinar

We're hosting a webinar on July 12 at 11:00 Eastern that will outline the CIP value proposition and the mechanics of how to become a CIP. If you're already a CIP you will likely know the things we're going to cover, but please consider forwarding this to others in your organization who are interested or unsure.


We've added CIP credits to all of our events, training courses etc. We're also working on adding a list of events that have been preapproved for CIP CEUs to the website. In the meantime, if you're going to an event or you're an event producer, we'd love to preapprove your events as well. You can submit events for preapproval using our web form or by sending an email to jwilkins@aiim.org.

CIPs represent at AIIM18

At the inaugural CIP luncheon, during AIIM18, we announced a few stats we're pretty proud of:

  • 83 attendees took the CIP practice exam in the conference app
  • 33 candidates became CIPs at the onsite proctored exam
  • 116 CIPs were in attendance at AIIM18, including 18 speakers and 14 AIIM Board or staff members
  • More than 70 CIPs showed up for the annual photo
  • Our 1,500th CIP passed the exam at conference!

Next year we want to make AIIM19 even more relevant to CIPs. So our question to you: What else would you like to see at conference that would make it a compelling, no-brainer, "Shut up and take my money!" kind of event for you? Ping me at jwilkins@aiim.org.

New Emerging Technologies course

We're pleased to announce the availability of a new online course on emerging technologies. The course provides a thorough introduction to artificial intelligence and machine learning; the cloud; blockchain; and robotic process automation. We previewed this course at AIIM18, but it is now live and valid for 4.0 CIP CEUs if you take the entire course.

AIIM19 - Save the Date!

As noted above, AIIM18 was an enormous success, particularly for all the CIPs represented. We'd love to see you again in San Diego next year, and if you missed San Antonio, you really don't want to miss San Diego. AIIM19 is scheduled for March 26-28, 2019 in San Diego, CA. We plan to make AIIM19 even better than the amazing AIIM18 experience! The conference website is once again at www.aiimconference.com. Updates will start taking place in July, with information on early bird registration rates, precons, etc. Hope to see you there. :)

Upcoming CEU Opportunities

Just a reminder that all CIPs have to complete 45 hours of continuing education every three years in order to remain certified. Here are some upcoming AIIM events you might wish to consider:

For a complete and current list including locations, details, and registration, click here. All AIIM courses are available in an online, self-paced format as well. CEUs vary by the length of the course - visit http://aiim.org/training for details.

AIIM's webinars are generally worth 1.0 CEU each. Here's a list of the webinars we have coming up.

Private Courses

We also offer private courses. These can be the standard course, or can include modules from different courses or even customization including specific legal requirements or even vendor content. You provide the venue and the A/V, we provide the materials and an experienced and accredited trainer. We generally charge a flat per-day fee plus travel expenses, so if you have more than about 6 people, you can save money with this model as well as ensure that the content exactly meets your needs. The best part? These courses also count for CIP CEUs. You can find more information on AIIM's Private Courses here or you can contact me at jwilkins@aiim.org.

Share Your Story

As a CIP, I want to know what you're doing and how you're doing it. If you have a story to share, an article you think would be of interest to other CIPs, or even just want to tell your CIP story, send me a note at jwilkins@aiim.org. I can help you write it if needed, and we'll make sure it gets in the next newsletter.

Key POCs

You have questions? We have answers. Here's where to get AIIM-related information:

  • For questions about your CIP status, CEU status, or general questions about CIP - Me! jwilkins@aiim.org
  • For questions about AIIM training - Maureen Hearn, mhearn@aiim.org
To register for AIIM training: