June 23, 2017

Activity 6/23: Walking desk, 2.3 mph, 9% incline, 1:40, 3.75 miles

April 6, 2017

Alfresco: Always Open, Always Innovating: Why Our Approach Continues to Gain Industry Recognition. It's a vendor, so grain of salt, but nevertheless insightful as to the power of content services and open APIs. Also includes links to the Forrester Waves for Business Content Services and Transactional Content Services - registration required.

April 5, 2017

AIIM ECM Master and ERM Master Classes Now Available Online

AIIM has offered ECM and ERM training since 1996. We've always offered students two ways to attend our Practitioner and Specialist courses: our instructor-led courses, and self-paced online courses. But the Master Class, with its in-class case study exercise and home case study assignment, has only been available as an instructor-led format.

Until now. I am very pleased to announce that we have put the ECM Master Class and ERM Master Class online. The Master Classes include 100% of the instructor-led content: The ECM/ERM Specialist, the Implementation, and the ECM/ERM Master Case Study. The Master Case Study portion consists of 5 new modules:

  • The case study assignment background - GreenPowerOps for ECM, AIIMBank for ERM.
  • 3 individual (optional) modules that provide students a chance to practice. Each module includes some exercises and a sample answer for each exercise. 
  • The home case study module. This includes the assignments the student will choose from, as well as detailed information on how the home case study assignments are graded. As noted in the online materials, students should select ONE assignment and complete all the tasks on that assignment. 

Students who sign up for either Master Class will have access to the materials, the online exam, the in-class Case Study, and the at-home Case Study for six months.

The online Master Classes are a great solution for students with no travel budget or who cannot get approval to take the time off (including travel time). It's also great for students who do not live near one of our training locations (U.S., Toronto, London, Amsterdam) or training partners, or for whom our instructor-led course schedule just doesn't work. The price for the self-paced online ECM and ERM Master Classes has been set at USD $1,785.

And if you've already completed one or more of the Practitioner or Specialist components, and want to complete the Master Class, you now have an avenue to do this in a way that works with your schedule and recognizes your prior work. This allows you to upgrade your current designation to the ECM or ERM Master.

More importantly in my opinion, prior students who register for the ECM or ERM Master Class get ALL of the Master Class training materials. So if you took the ERM Practitioner in my first class in February 2006, you get access to all of the most current content as well as the Master Class case study content. If you are interested in this, send a note to training@aiim.org and, once we verify your previous course status, we will give you a discount code that drops the price to $895.

The ECM Master Online and ERM Master Online are available for registration immediately. Feel free to reach out to me at jwilkins@aiim.org if I can provide any additional information.

April 1, 2017

Activity 4/1: Run As One, 3.3mile walk done "ruck"-style - boots, utilities, and an ALICE pack with 22 lbs of weight in recognition of the Mission22 movement.

March 27, 2017

Ryan Holmes (CEO, Hootsuite): Does your company need a Director of Getting Sh*t Done? Honestly, every organization needs one of these IMO - but read the entire thing.

H/T: BJ Johnson.
Ralph Losey: The Doors Are Thrown Open to all 85-Classes of the e-Discovery Team Training Program. Ralph has been one of the deans of e-discovery for more than a decade. I plan to go through this myself and rather sooner than later. From the blog post:
This kind of law school quality e-discovery education, if you could get it, would cost anywhere from $4,000 to $10,000. Our price is now – zero. It’s Free. (We used to charge $500 to cover overhead, but in 2017 switched to this free model.) Some day we may include vendor ads, but in the meantime, this is just an old lawyer’s legacy and payback to the legal profession. He now absorbs all of the costs of running the program.
I cannot recommend quickly enough that readers of this blog head over and take a look - this is one instance where what you're getting will likely be worth substantially more than what you're paying for it.

Note: I may have met Ralph once or twice in passing but I have no connections, business or otherwise, to him or his organization except an appreciation for what he's done over the years. I've followed his blog and Tweets for many years and, again, encourage readers to do the same.

March 9, 2017

February 24, 2017

Marko Sillanpää: Own Your Own ECM Career Of course I agree with Marko, but I've been making this same argument for more than a decade. Even the best employer won't know, or be able to provide, the right professional development opportunities for you and all the time.

February 22, 2017

AIIM17 Preapproved for CRM, IGP, CIP CEUs

I am pleased to announce that we've obtained preapproval from ARMA and the ICRM to award continuing education points (CEUs/CMPs) to attendees of the AIIM17 Conference and the precons. Attendees will get the applicable code(s) at or after the conference per longstanding practices of ARMA and the ICRM.

All AIIM events are preapproved for CIP credits as well. We do not use preapproval codes per se with CIP because we can look up AIIM activities in our own systems.

Here are the details for the preapprovals:


  • 12.5 ICRM CMPs (Part V)
  • 12.0 IGP CEUs (7.5 General, 4.5 IT)
  • 12.5 CIP CEUs
BPM Specialist Precon:

  • 6.5 ICRM CMPs (Part V)
  • 6.5 IGP CEUs (3.5 General, 3.0 IT)
  • 6.5 CIP CEUs
ECM Specialist Precon:

  • 6.5 ICRM CMPs (Part V)
  • 6.5 IGP CEUs (6.5 IT)
  • 6.5 CIP CEUs
ERM Specialist Precon:

  • 6.5 ICRM CMPs (Part V)
  • 6.5 IGP CEUs (3.5 General, 3.0 IT)
  • 6.5 CIP CEUs
CIP Prep Workshop Precon:

  • 6.5 ICRM CMPs (Part V)
  • 6.5 IGP CEUs (2.5 General, 2.0 IT, 2.0 Legal)
  • 6.5 CIP credits (but as a CIP, why would you be taking this workshop?)
As always, feel free to ping me at jwilkins@aiim.org with any questions. 

Retaking the CIP

We want everyone who takes the CIP exam to be successful. At the same time, we know that with a rigorous exam, there will be some candidates who don't pass the exam on the first try, for a variety of reasons. I regularly hear from these candidates who want to retake the exam, but are unsure how to do so.

First, an unsuccessful candidate has to wait 15 calendar days to even reschedule the CIP exam. This is to deter unscrupulous individuals from simply taking the CIP over and over again, memorizing the questions, and then selling them to one of the many "brain dump" (i.e. cheat) sites available. As an aside, if you go to a website that guarantees you'll pass a certification exam on the first try, you should run in the opposite direction as fast as possible. All those sites do is cheapen the value of a certification by creating "paper CIPs", or whatever certification, that have the letters but don't actually know what they are doing. Any candidates who are unsuccessful a second time and require a third or more opportunity to pass the exam are required to wait 90 calendar days.

Second, you should review the areas of the exam in which you performed poorly. We offer a number of resources at http://www.aiim.org/cip, including:

I am happy to provide guidance on other resources for particular domains or knowledge areas.

Third, you need to pay the exam fee again. This is the norm for certifications - I haven't done exhaustive research, but some of the most well-known certifying bodies require retake candidates to pay at least a portion of the original exam fee, and some require paying the entire fee again. For example:
PMI - the retake fee is lower. See here for details.
IAPP - the retake fee is lower. See here for details.
ISACA - the retake fee is the same as the original fee. See here for details.
ARMA - the IGP retake fee is lower. See here for details.

I wasn't able to find the retake fee for the CRM on the ICRM's website, but I believe it is the same fee every time a candidate needs to retake one of the exams.

Our policy is that candidates who wish to retake the CIP exam must pay the full exam fee. Since we don't require an application fee, we don't require AIIM membership to take or maintain the CIP, and our exam cost is already among the lowest in the information management industry, we feel it's still a good value. In very, very rare cases we will waive some or all of the retake fee, but this is highly unusual and requires me to personally review and approve that waiver.

I hope this clarifies the process for retaking the CIP. Again, we want all candidates to be successful, but we also want the CIP to mean something and that means ensuring the exam and the exam process are fair but rigorous. Feel free to reach out to me directly with any questions at jwilkins@aiim.org.

February 19, 2017

StateTech: How State Archivists are Taking On Avalanches of Email Data

Via Peter Kurilecz.

Bob Baird to resign from ARMA CEO effective 3/31

From the Feb 2016 ARMA InfoPro newsletter:

To ARMA members and friends, effective March 31, I will retire from ARMA International. This was a bittersweet and very personal decision for me, but leaders always hope to leave their organizations in a stronger position than where they found them, and thanks to my staff, our volunteers, and our board of directors, I believe we have done just that.

When I joined ARMA in the spring of 2015, we had two very specific goals:
  1. Create a nimbler, more membership-focused, and financially stronger organization to better serve our members
  2. Provide a level of value to members that exceeds their expectations and ensures a strong pipeline of new members
So, how are we doing?
  • We’re a more transparent organization, both externally and internally, with a clear focus on serving members.
  • We’ve created increased value for our members through new programs such as iMasters, inDepth, and the improved virtual conference. In addition, we’ve initiated updates for all foundational IG intellectual property to include:
                - Records and Information Management Core Competencies
                - Glossary of Records and Information Management Terms, 5th Edition
                  (ARMA International TR 22-2016)
                - The Generally Accepted Recordkeeping Principles®
                - Job Descriptions for Records and Information Management (PDF)
                - The Information Governance Maturity Model
  • We’ve grown IGP certification over 36%.
  • We’ve begun the process of developing the IGBOK (Information Governance Body of Knowledge), which will provide a solid foundation for the practice of information governance and increase the relevance of our profession throughout the industry.
  • And we have strengthened the region/chapter infrastructure together. I can’t begin to express how grateful I am for those “on the ground” who bring ARMA home to our membership.  I applaud you all for your dedication and commitment to this organization. 
The ARMA board of directors didn’t have to look far to find the perfect successor: Jocelyn Gunter. For those who may not know Jocelyn, she’s been my “wingman” and a true partner for these two years.  Much of the change you’ve seen has been a direct result of her many contributions.

You’ll hear more about Jocelyn in next month’s Info Pro, but rest assured she has the right leadership qualities and skills and is the right person to work with our board to take ARMA International to new heights.

Lastly, I want to thank the ARMA board members for their vision, leadership, and support. Your board is comprised of the industry’s best, who, along with Jocelyn, are poised to provide even greater value to you. Knowing what ARMA currently has under development and in store for our membership in the coming years truly excites me.

As I leave, I can say ARMA is in great hands. Thanks to the strength of our members and business partners, our improved relationships with our chapters and regions, a more membership-focused organization, and the leadership and support of the board and staff, ARMA today is a much stronger association and well positioned to better serve its members going forward.

We’ve accomplished a lot but have more to do. As a former military man, I want to quote one of my previous mentors, Lieutenant General Mike Hough, who said:

“One rarely accomplishes great things by themselves. Instead, they stand on the shoulders of those who have gone before and those who stand around them.” 

I have been fortunate to have had this opportunity to know and get to work with you and our community and stand on your shoulders. My many thanks.

For me, I’m going to follow the lead of so many of you who’ve become active volunteers. I look forward to working with you and learning from you in this new role.
Here’s to the bright future of ARMA International!

Bob Baird, CEO, ARMA International

February 17, 2017

Activity 2/17: Treadmill, 2.2mph, 9.0% incline. 1:00, 2.2 miles

February 16, 2017

Activity 2/16: Treadmill, 2.25mph, 9.0% incline, 1:00, 2.25 miles

February 15, 2017

How to Prepare for the CIP Exam

I see the exam results of every single person who takes our 25-question CIP sample exam, and of every person who takes the full, formal CIP. The latter includes specific results by domain as well as an overall score. I'll share some of those statistics in another post later, but I wanted to post some guidance for CIP candidates on how to best improve their chances for success with the CIP exam.

Preparing to be a CIP candidate
Like most certification exams, the CIP was built on the basis of a job task analysis. We asked subject matter experts in 2011 and again in 2016 what CIPs need to know, and be able to do, as part of their job. This resulted in the development of the exam blueprint. So the first recommendation I'd make is: Have 3-5 years of hands-on experience doing those things - at least in one domain. While the CIP is not intended to be a deep-dive into technology, candidates should have some experience with common technologies like scanning, email, Office, the web, and so forth, and common information management processes like document management, records management, or business process management. 

It is a challenging exam. Accordingly, it's very challenging to succeed at the exam if you have no practical experience/knowledge to bring to bear. Someone fresh out of college, or fresh out of high school, or who has just changed jobs from a completely unrelated field, should not expect to pass the exam without a massive amount of studying. 

Similarly, we think pretty highly of our CIP study guide and CIP Prep workshop. But it is not realistic to go into the prep workshop cold, with no background or experience in any of the domains, and expect to pass the CIP 3.5 days later. The workshop and study guide are better understood as ways to brush up on topics you know, and do some light studying of things you might not be as comfortable with.

Update: If you are a consultant or other role and have 5+ years of significant breadth and depth of experience in multiple domains, you can probably take it cold. I know a number of CIPs who did just that. But since you have to pay for any subsequent exam attempts, I would strongly recommend that all candidates do at least some studying of the areas in which you are least experienced. 

Preparing for the actual CIP exam
Congratulations, you're a candidate! Now what? Well, the aforementioned resources are certainly helpful to help you review and prepare for the exam. Here are a couple of other strategies/tips. 
  • Review the exam outline. It lists all of the knowledge areas for which there could be questions on the exam. These are designed to be broadly applicable and reflect defensible best practices across industries, geographic locations, and solutions. 
  • Review the bibliography. These were the resources that we used to write those exam questions. They will often lead you to other resources you can use to round out your knowledge on a particular topic or domain. ISO standards and bodies of knowledge are always a good bet. 
  • Take the CIP sample exam. It's only 25 questions but it should closely approximate the types of questions you'll see on the actual exam. 
  • Take one of the other AIIM courses. The 2016 CIP update aligns more closely to existing AIIM courses as well, so taking our ERM course will prepare you for Domain 5 and to some extent Domain 3. Our ECM course will prepare you for Domain 1 and 2. The Master Classes prepare you for Domain 6. Etc. 
Preparing for YOUR exam
Finally, here are the things to do once you feel ready and prepared to be successful on the CIP exam. 
  • Schedule your exam. You can find Kryterion test centers on their website; if you're taking an AIIM CIP Prep workshop, you generally also have the option to take the exam onsite. To do so, you need to bring a Windows laptop with you; ping me with specific questions about tech requirements. 
  • Prepare to take an exam. The usual guidelines apply: get some sleep, have a typical meal, don't stress out too much. Bring 2 types of photo ID. Don't bring any references, the study guide, your electronics etc. as Kryterion will make you store them with them before you go into the exam room, and so will I if you're taking an onsite proctored exam. 
  • Bring your registration documents with you to the exam. The proctor will most likely have them as well, but having yours readily available, along with the details of your date, time, and location, is helpful and may eliminate one more source of stress. 
If you're a CIP, what other tips would you share?