June 8, 2016

Global News/The Canadian Press: Personal email, BBMs subject to records requests, watchdog tells public servants H/T: Tara Dragon.

Chris Walker: Three's Company
Laurence Hart: Content Management, Platforms or Solutions?

BMOC: Will ECM vendors catch up to Back Office Content Solutions? 

CIP update: Setting the passing score

As I mentioned in my previous post, we're almost done with what needs to be done to revise the CIP. We had a call this week with several subject matter experts (SMEs) who reviewed the beta results and made some determinations as to some of the items. I'm working this week to incorporate those changes, fix some typos, etc.

But we still need your help! We need 10-12 more SMEs for the final activity, setting the passing score. You do not need to be a member of AIIM *or* a CIP to assist, though we will give preference to CIPs. But you do need to be someone who could be a CIP if you aren't - preferably with no more than 5 years experience in the relevant domains. In other words, if you've been doing this since Methuselah, you're not the ideal candidate this time around.

Here's what we need. We have a training call scheduled for Tuesday, June 14, from 10:30 am to 12:30 pm Eastern Daylight Time. This call is to train the SMEs on how to do the scoring activities. Once that training call is done, SMEs will be taking the exam and deciding, for each exam question, how likely it is that someone like them, with 3-5 years experience, perhaps a CIP, perhaps not, would get the question right. Some questions will be easy, some will be hard. Once the SME has scored all the questions, we do some final analysis to end up at the final passing score. This in turn will be used to determine which beta CIP candidates passed and are full CIPs.

Important: Whether you are a CIP already or not, this will not impact your status. In other words, don't be concerned about "passing" the exam - if you're already a CIP you will stay a CIP as long as you do the recertification process. If you're selected and not yet a CIP, this will not impact you at all. You will also not be charged to participate in this process. You do not need to study - again, the point is to determine the difficulty of the items, not to try to "pass".

SMEs who are selected to participate in this final activity will also receive a free voucher good for one CIP exam once the final exam goes live. Those who participated on this week's call will receive a voucher as well. These vouchers are transferrable so you can give them to a colleague or use them yourself.

If you are interested, or know someone that you think would be a good candidate, please contact me directly at jwilkins@aiim.org.

June 5, 2016

FCW: Social confusion: Looming records mandates and social media. This has been near and dear to my heart for more than a decade - in fact I wrote the AIIM Social Media Governance course in 2008.

I've spoken recently on the topic, at ARMA Wyoming and ARMA Boston among others, and this article makes a key point with which I agree wholeheartedly: for social media, and for most communications technologies, automation is the only way to do it to ensure appropriate content is captured.

And this article, which was written by Austin Adams, VP of Public Sector, Alfresco, is another great example of how solution providers can provide truly educational content that demonstrates their expertise both generally and specific to particular circumstances.

June 2, 2016

CIP status update - POST-BETA

The CIP beta has come to a close. THANK YOU for everyone who participated - you play a key role in the CIP revision including perhaps the most important step: setting the passing score.

Many people who participated in the beta test have asked me about their scores, when they would receive them, when they would know whether they passed, etc. To them I say - soon. Sometime in June, most likely the week of June 20, but I still don't have an exact date. Let me explain.

Now that the beta is over, the next step is for Kryterion to do some statistical analysis of the questions on the beta to determine how they performed. Without getting into too much detail, we want there to be a correlation between what a CIP candidate answers on a given question and how that CIP candidate does overall. So if someone gets a particular question wrong, but gets 95% of the remaining questions right, that raises an issue. And if someone gets the same question right, but gets 90% of the remaining questions wrong, that also raises an issue. That's what we're looking for this week.

We have a call scheduled for next week with a small group of subject matter experts (SMEs) who will review any and all problematic questions and make recommendations as to whether/how to fix them or even to remove them entirely.

Once that's done, we have a larger group of SMEs who will participate an an exercise called modified Angoff scoring. Again, without getting into too much detail, the SMEs will make a determination as to how hard each question is. Once we have that done for each item, we put together the final exam and those scores will lead us to the final passing score.

At that time we will apply that to all of the beta candidates' scores and notify everyone. Those who passed will be CIPs just as if they'd taken the original exam or the updated final exam. Those who did not pass will be able to take the final CIP again at the regular exam price of $285 for Professional members and $349 for non-members. As with the previous CIP exam, candidates who take the final exam will get their score and pass/fail immediately upon completion of the exam.

So keep watching this space - we will announce the final passing score here as well as the general availability of the revised CIP study guide and training course. And as always feel free to direct any questions to me directly at jwilkins@aiim.org.

May 11, 2016

OT: Musing about future dates & events

I've been at AIIM 5 1/2 years as of this Sunday. This marks my third longest tenure with a single organization and my longest performing substantially the same duties. I'm not particularly looking to leave - love my team and the AIIM staff at large, enjoy what I do, and as a full-time teleworker since 2004, what's not to like?

All that said, is it hubristic of me to think about scheduling time off / scheduling around certain events I want to attend for 2017? I never used to think about planning further than about a quarter out, because you just never know. Maybe it's my old age catching up to me, or the fact that as lean as we are I do feel a certain amount of job security. Which now means that karma's gonna get me....

Anyway, I think as we start to look at scheduling for 2017, which we typically don't do for my stuff until Q3 or so, I'm going to be a bit more proactive in blocking out time for some of the events I used to go to but haven't because of scheduling conflicts. Things like ARMA Canada, and ARMA Houston, and maybe some of the training and/or association events, and at least one big SharePoint conference. Here's to me. :)

May 3, 2016

AIIM has posted all of the AIIM Conference 2016 presentations as PDFs to Slideshare; all of them are posted by date in one spot on the AIIM blog.

May 2, 2016

Kevin Parker: Reflections on the 2016 AIIM Conference

The CIP Beta is Live!

Updated to reflect final beta date of May 31, 2016.

Updated to add correct link to the registration process.

I am pleased to announce that the beta exam is live for the CIP 2016 update. So what's that mean?

The CIP has to go through a beta process in order to set a defensible passing score. We need 100+ candidates for each of the two beta forms. Once we have those exam results we can analyze the individual items to ensure they meet our standards; we will also set the passing score using the modified Angoff scoring mechanism.

The beta is the same as the "regular" CIP and those who pass the beta will be full CIPs. The primary differences are:

  • The price, as shown below
  • The exam is 3 hours, rather than 2, to give candidates time to provide comments on each question if so desired
  • You will have to wait until the beta is over to get your score

How can you register? Simply go to http://www.webassessor.com/aiim/index.html, create an account, and follow the registration process. We have documented that process in a Word document which you can access here: https://myaiim.box.com/s/lj4t21jocktku7rzfatlazalbeye8j9h

This link is to the final CIP outline: https://myaiim.app.box.com/s/x26nmu6oxizdjugmht477e3drjs6cq33

Please note that the beta will only be available until May 23 or until we get the necessary registrations, whichever comes first. Update: the beta will remain live until May 31, 2016.

Cost of the beta is only $135. This is a massive discount from the full price of $285 for Professional members and $349 for non-members.

Please feel free to contact me directly with any questions at jwilkins@aiim.org.

April 11, 2016

SharePointMaven: 10 questions to ask your users before you create a SharePoint site for them
NYTimes: Swim. Bike. Cheat? This is a fascinating story because I do these types of events (albeit much, MUCH shorter distance) and I hate the idea of cheating on them because, as the story says, for most of us cheating on an event is cheating yourself.

But it's also fascinating because, on the one hand, many of the accusations are corroborated by metadata from the ubiquitous digital pictures taken throughout, and on the other hand, the accused could have provided significant data/metadata in her defense from her own GPS devices and hasn't.
Don Lueders: #ARMANextGen: Lipstick, Meet Pig

April 6, 2016

Update on the CIP 2016 exam development process

It's been a while since I've posted about the CIP. No news definitely means good news in this case! We've had more than 25 subject matter experts contribute questions towards the update, and right now we're working our way through more than 300 questions to make sure every question is as clear, correct, and concise as we can make them.

New Provider
When we made the decision to bring back the CIP, we also decided to look at other providers to see what other options were available in the marketplace. We've decided to change providers to Kryterion (https://www.kryteriononline.com/). We believe they offer the best combination of test centers and testing mechanisms for the revamped CIP and we're looking forward to working with them to help finalize the exam, including the beta exam.

The Beta Exam
The next step in the process to get candidates to take the beta exam. This will be available through Kryterion test centers in the next couple of weeks. We'll make a separate announcement through various channels once the beta exam is actually live. This is a critical part of the process because we need 100+ people to take each of the two exam forms in order to ensure the questions are correct and statistically valid.

The cost of the beta exam will be $135.00, which is a massive discount to the full price of the CIP exam once it goes live. This price will only be available until we get the minimum number of beta exams we need.

Candidates who take the beta exam are taking the CIP exam; the primary difference is that you will not receive your score, passing or otherwise, until we get the minimum number of beta exams. That in turn is what we use to set the final passing score. Once we set that final score we will contact every single beta exam candidate and provide their final score, the final passing score, and notification as to whether the candidate passed or failed the exam.

New Pricing
We also made the decision to increase the price of the CIP. There are a number of factors that went into this, including the cost of developing the new exam, the cost of similar sorts of exams in the marketplace, and the need to ensure that the CIP will be self-funding moving forward. Once the new exam is officially launched, the prices will be:
Professional Member: $285.00
Non-member: $349.00

However, the requirements and fees for maintenance will remain the same: 45 hours of continuing education (CEUs) over 3 years, plus a $75.00 fee for Professional Members and $150.00 fee for non-members.

Exam Prep Materials
We are also developing a preparatory course and training manual that will prepare candidates to take the CIP exam. We expect those to be available when the official exam launches. As with the previous CIP, a training class is not required, but candidates may benefit from taking a training class if they are unsure about a particular area of the exam. And unlike the previous CIP exam, taking AIIM training courses are also a great way to prepare for the various parts of the exam. Pricing and specific availability is still being determined and will be announced in the next few weeks.

Last Chance for LAPSED CIPs to Renew
Finally, one more reminder. If you completed the original CIP but let it lapse - that is, you didn't pay the CEU fee and complete the 45 hours of continuing education, we are offering a one-time grace period. Submit your documentation and pay any outstanding CEU fees by April 26, 2016, and you will be renewed and remain a CIP in good standing. Once this date passes, however, you will have to pass the test again at the applicable fee in order to remain a CIP.

Please feel free to contact me directly at jwilkins@aiim.org with any questions.

Update: fixed the link to Kryterion. Thanks to BMOC's Marko Sillanpää for spotting the error.

Update: changed last header to LAPSED CIPs. Current CIPs are current; this note was directed specifically to those who took the CIP but have not renewed it and have let it lapse.

February 26, 2016

Harvard Business Review: Before a Meeting, Tell Your Team that Silence Denotes Agreement. I agree with the point; not sure that making that statement will completely take care of it, but it does feel like a good way to at least get some feedback.

February 24, 2016

Activity: Walking desk, 2.2 mph pace, 8.0% incline, 1:23, 3.1 miles.

February 11, 2016

Laurence Hart: John Mancini Entering a New Phase at AIIM
John Mancini's post about his changing responsibilities.

John Mancini transitioning to new responsibilities at AIIM

Letter sent out today from AIIM:


As trusted, respected and valued members of AIIM, we wanted to make you all aware of some upcoming leadership changes in the organization.

After nearly 20 years as President, John Mancini has requested a transition to a new set of responsibilities at AIIM.  The Board thinks that this transition creates exciting opportunities for AIIM and for John.

John is not going anywhere, nor is he retiring.  He will expand upon his work with AIIM as an evangelist, author, blogger, and keynote speaker.  The new role will free John up to use his extensive knowledge of the industry and content marketing to help individual companies on their marketing strategies and messaging through a new set of advisory offerings and to evangelize the need for information professionals.

Tony Peleska, AIIM Chair and CIO of the Minnesota Housing Finance Agency, has agreed to chair a transition committee.  Peggy Winton has assumed John’s ongoing operating responsibilities as Chief Operating Officer.

We spoke with a number of people as we considered this opportunity, and thought we would share some of those perspectives with you:

John Newton, founder of both Documentum and Alfresco:  “AIIM and the content management Industry are at a critical crossroads. Content management is on the cusp of being something far larger and far more critical to organizations; it is a key enabling technology for the digital transformation that is occurring.  John has a rich understanding of both where content management is and where it is going, and focusing his knowledge on the market rather than on internal operations is a huge step forward.  He knows what works — and more importantly what does not work — when it comes to marketing.  This transition opens up a host of new opportunities for individual companies to capitalize on his knowledge."

Bob Zagami, long-time AIIM member and Fellow and industry advisor:  "Under John’s leadership, AIIM has transitioned from an association known for a large trade show and ever-changing technologies. His leadership has positioned the association for even greater things in the future. We don’t talk technology — we teach solutions. We don’t have a trade show — it’s been replaced by senior level educational conferences. We are a major resource for those who develop effective information management and governance products and services and the consumers who need this information, now more than ever, to stay current and competitive in an every-changing environment in their companies and organizations.”

Allen Podraza, Director of Records Management and Archives at the American Medical Association: “It is critical for AIIM to capitalize on opportunities to expand its visibility with external audiences who are unfamiliar with content and information management.  No doubt that focusing John’s efforts on this external mission will be exciting times for AIIM.  AIIM has always been among the most creative associations in approaching new markets and new opportunities. It is this creativity that ensures AIIM continues to be THE preeminent Association for information management professional now and into the future.”

Alan Pelz-Sharpe, Vice President at the Digital Clarity Group:  "The traditional lines between structured and unstructured information -- which served in the past to separate what was AIIM from what was not AIIM – have become so blurred as to be meaningless.  Content has become so ubiquitous, voluminous, varied, and critical to business processes that it is impossible to separate ‘content management’ as a separate discipline from business processes and applications.  Telling this story to the outside world requires focus and commitment, and freeing John up to focus on this mission is a big step forward for AIIM."

Thornton May, Futurist:  “Less than 1% of 1% of the seven billion humans on this planet excel at information management.  We can do better.  AIIM is now even better positioned to make the lessons learned during the long evolution from records management, through document/image management to content management and beyond affordably accessible to the majority of our species.”

We’re excited about what this means for AIIM and look forward to chatting with many of you about the exciting next chapter for AIIM.  And we hope to see many of you at AIIM16; it will be a great event!

February 6, 2016

Revised CIP 2016 Exam Outline Available for Review

We've been hard at work internally and with the CIP community updating the CIP outline for 2016, taking into account John Mancini's post at http://info.aiim.org/digital-landfill/cip-redux.

I'm pleased to say that the revised outline is now available for review at http://www.aiim.org/~/media/Files/Training/Certification/CIP_2016_Exam_Outline_DRAFT.pdf. Please send any comments, criticisms, suggestions, etc. directly to jwilkins@aiim.org.

Please note that we'd like to receive all comments no later than Friday, February 12, 2016, so that we can finalize the outline and begin the next step: writing exam questions.

Again, if you have any questions please contact me directly at jwilkins@aiim.org.

February 5, 2016

Activity: Walking desk, 2.2 mph pace, 8.0% incline, 2:40, 5.75 miles.

CIP 1.0 Ends February 12, 2016

As regular readers of this blog know, we're actively engaged in revising the Certified Information Professional (CIP) certification. As part of that process we will be changing exam providers from Prometric to another company - those details to follow in the next couple of weeks.

But that also means that we have to end the Prometric-based testing. The last date to take the existing CIP exam through Prometric is February 12, 2016. After this date the CIP will not be available until the new exam goes live, currently planned for the AIIM16 conference at the end of April. If you are interested in the current CIP you must take the exam by February 12, 2016.

Please feel free to contact me directly with any questions at jwilkins@aiim.org.

February 1, 2016

KMWorld 2016 Call for Speakers

KMWorld has announced a call for speakers for KMWorld 2016, scheduled for November 14-17 in Washington, DC. Proposals are due by March 28; more details including a link to the submission form can be found here.

January 31, 2016

Activity: Walking desk, 2.4 mph pace, 8.0% incline, 1:02, 2.5 miles.

January 29, 2016

Activity: Walking desk, 2.5 mph pace, 8.0% incline, 1:16, 3.12 miles.

January 28, 2016

Activity: Walking desk, 2.5 mph pace, 7.0% incline, 1:40, 4.17 miles.

Grace Period for Lapsed CIPs

If you received the CIP but didn't complete your CEUs and pay the recertification fee within 3 years, you're lapsed and technically no longer allowed to call yourself a CIP. However, because of all the confusion around the cancellation of the CIP program and its reinstatement, we've decided to offer lapsed CIPs the chance to remain CIPs. This is a one-time grace period.

The way it works is as follows. You need to document 45 continuing education hours on topics relating to the CIP. These hours can come from AIIM events, other related groups' events like ARMA or PMI, or even vendor events as long as the content is educational and related. So vendor cocktail receptions don't count; neither did that ARMA chapter meeting on "Dressing for Success". But that webinar on privacy did, and so did the AIIM conference, and so did the demo of that new SharePoint-based solution.

You can document your hours using this form: http://www.aiim.org/~/media/Files/Training/Info-Cert/CIP-Maintenance-Form.ashx. Email the form to training@aiim.org. You can also mail it to:

Attn: CIP Recertification
1100 Wayne Avenue, Suite 1100
Silver Spring, MD 20910

Make sure you include your payment information. The recertification form and payment must be received by April 26, 2016.

If you are lapsed, and do not complete these requirements by April 26, 2016, you will be decertified and no longer allowed to use the CIP designation or logo. In addition, in order to recertify after that date, you will have to take the updated CIP exam in accordance with the new procedures and pricing in effect at that time.

Questions? Email me or ping me on Twitter at @jessewilkins.

January 27, 2016

Activity: Walking desk, 2.4 mph pace, 7.0% incline, 1:20, 3.18 miles.
Systemware: ECM Strategy Step #1: Knowing What You Already Have. There is a link at the bottom of the page that requires registration (ugh) but the content of the post itself stands alone too.

January 26, 2016

Activity: Walking desk, 2.3 mph pace, 7.0% incline, 1:34, 3.61 miles.