Upcoming Industry Meetings and Webinars - January 16 - February 15, 2025

Here are the industry webinars and events I'm aware of for January 16 - February 15, 2025. Conferences and bigger events are listed through April 30, 2025 because they have longer lead times. I don't have anything to do with any of these from a planning perspective, so please reach out to the individual event producers with any questions. Note also that I generally don't include training courses in this list.  

If you know of a webinar or other event during this period that is focused on IG, DM, RM, privacy, AI, etc. that's not listed, let me know here or at jesse.wilkins@athroconsulting.com. No charge to list your event or to access the list. 

Events hosted by vendors, other associations, consultants, etc. are all welcome as long as the event is educational and not completely self-serving, e.g., no demos. If you are interested in listing your solution-specific webinar or event, please contact me about placing and highlighting your event. 

January 

January 16 - ARMA Milwaukee, Records and Archives: A Personal Journey with John Mancini

January 16 - ARMA Oklahoma, Board Panel Roundtable

January 16 - ARMA Michigan, Understanding the Legal Hold Process and Bridging the Gap between Legal, IT, and Info Governance

January 16 - ARMA Dallas, New Year's Social

January 16 - ARMA Utah, Privacy Month

January 16 - ARMA St. Louis, Selling Your IG Program to the C-Level

January 16 - ARMA Keystone, Navigating Complexities: Overcoming Implementation Challenges & Establishing a Contract Lifecycle Management Program

January 16 - ARMA Golden State, Managing Records in an ERA of Remote Work

January 16 - DAMA NY, Leveraging Data integration and Data visualization to establish a Data Driven Environment

January 17 - Athro Consulting, Playbook Office Hours

January 20 - ARMA Houston Happy Hour

January 21 - ARMA Central Missouri, Emergency Preparedness: Risk Assessments, Planning, and Supplies

January 21 - ARMA Florida Gulf Coast, Networking for Introverts

January 21 - Austin ARMA, You Can't Manage What You Don't Know: Conflict Styles in RIM

January 21 - ARMA San Antonio, A Rose_v2_Final_V2_5_Final_Final Would Smell as Sweet: Naming Conventions Matter

January 21 - ARMA Legal Industry Group, Artificial Intelligence - Here, There, Everywhere (members only)

January 21 - DAMA Philadelphia, CDMP Study Session - Data Governance Continued

January 22 - ARMA Metro NYC-LI, Social & Networking Event

January 22 - InfoGov Community Conversations, Dirty Little Secrets of Scanning

January 22 - AIIM and Smart Communications, Tackling Data Quality in the AI Era

January 22 - Enterprise Data Governance Online, virtual

January 22 - Colligo, Outlook Overload: The Hidden Business Risks of Email Storage

January 23 - IAPP and Privado.ai, Holistic mobile app privacy risk prevention: Dynamic and static app scanning (members only)

January 23 - IMCanadaConnect, Many Hats!  What Have I Learned Creating a Records Management Program

January 23 - Archive360, Data Governance Roadmap - Lessons Learned for Success

January 23-24 - TBM Group, 5th Annual Excellence in Master Data Management & Data Governance Summit, Amsterdam, NL

January 24 - IAPP, Synthesizing US state privacy law: Cross-cutting compliance strategies for 2025 (members only)

January 24-25 Privacy Everywhere Conference, Urbana, IL and online

January 27-29 - OPEX Week: Business Transformation World Summit, Miami, FL

January 28 - AIIM+ Community Conversation: Navigating the Divide (members only)

January 28 - IAPP and BigID, Navigating privacy in AI: Insights for Data Privacy Day 2025 (members only)

January 28 - ARMA Edmonton and Leadership Through Data, Capacity requirements: Who's involved? Individual, Team, or IT Dept?

January 29 - ARMA Greater Los Angeles, Social Engineering: What the RIM Professional Needs to Know

January 29 - IAPP and Osano, Getting bang for your buck: Spending your 2025 privacy budget wisely (members only)

January 29 - DGPO, From Chaos to Clarity: How Metadata Shapes the Future of Data Management  

January 29 - RIMPA Global, Victorian Local Government CoP Lunch n Learn

January 29 - Meru Data, Harnessing Data Maps' Potential for AI, Regulatory, and Business Success

January 30 - AIIM Florida, You Can't Take It With You: How to Manage Separating Employees' Information

January 30 - ARMA and Access, Progressing Your Program Along the ARMA IG Maturity Model

January 30 - InfoGovANZ, Australia's Privacy Act Reforms: Compliance Implications

January 30 - ARA UK, Introduction to ARA Security Guidance

January 30 - DAMA Edmonton, How to use Generative AI to build a ChatBot for healthcare triage (other industry)

January 30 - Contoural, How To Classify Millions of Files and Emails Using Just Microsoft 365?

February 

February 4 - Leadership Through Data, Migration: Share Drive & OneDrive: Are they ready?

February 5-6 - Privado.ai, Bridge Summit 2025, virtual

February 6 - DAMA GA, Data as the Foundation for AI Success

February 6 - NAGARA, A Flock of Digital Birds, One Remote Stone: Using Remote Work to Remediate & Advance Transcription Projects

February 11 - AIIM+, CIP Futurist Think Tank (members only)

February 11 - ARMA Mile High Denver, This is How We Do It: a Playbook for RIM Success

February 11 - Twin Cities ARMA, Email Deleting Parties and More: Training with a Twist

February 11 - NAGARA, A Lever Long Enough: Oregon's Path to Systematic E-Communications Retention in M365

February 12 - InfoGovANZ, Meet Up: People, skills and culture for effective AI Governance

February 12 - AI Accelerator Institute, Generative AI Summit Austin, Austin, TX

February 13 - RIMPA Global, Developing a Globally Compliant Approach to R/IM Vendor Management

February 21 - Microsoft M365 Community Days DC 2025, Arlington, VA

February 27 - ARMA and Carahsoft, The IG Federal Summit 2025, Reston, VA

March 

March 3-5 - Digital Credentials Summit, Phoenix, AZ

March 3-5 - Tealium, Digital Velocity 2025: AI & Data on the Digital Frontier, San Diego, CA

March 4 - ARMA Metro NYC-LI, CONFIRM.NYC, New York City, NY

March 5 - AI Accelerator Institute, Generative AI Summit Washington, D.C., Washington, DC

March 6-7 - ARMA Southeast Sunshine Conference, Orlando, FL

March 10-13 - HumanX, Las Vegas, NV

March 11 - AI Accelerator Institute, Generative AI Summit Washington, D.C., Washington, DC

March 17-19 - KMWorld, KM & AI Summit, Scottsdale, AZ

March 17-20 - Data Governance and Master Data Management Conference Europe, London, UK

March 18-19 - New Zealand Digital Workplace Conference 2025, Auckland, NZ

March 31 - April 2 - AI+IM Global Summit, Atlanta, GA

April

April 6-9 - i-SIGMA Conference & Expo, Dallas, TX

April 8-10 - ARMA Saskatchewan Conference, Regina, SK

April 14-17 - Laserfiche Empower 2025, Las Vegas, NV

April 21-24 - IAPP Global Privacy Summit 2025, Washington, DC

April 22-23 - ARMA Houston Spring Conference, Houston, TX

April 28-29 - Reuters, Momentum AI New York 2025, New York City, NY

April 28-30 - ARMA InfoNEXT, Savannah, GA

April 29-30 - AI Accelerator Institute, Generative AI Summit Silicon Valley, Santa Clara, CA

April 30 - May 1 - Data Universe, New York City, NY

If you're looking for a speaker, I'm available to speak at your chapter or event. For more details, see https://informata.blogspot.com/2024/05/im-available-to-speak-at-your-event-may.html.

Upcoming Industry Meetings and Webinars - January 1-31, 2025

Here are the industry webinars and events I'm aware of for January 1-31, 2025. Conferences and bigger events are listed through March 31, 2025 because they have longer lead times. I don't have anything to do with any of these from a planning perspective, so please reach out to the individual event producers with any questions. Note also that I generally don't include training courses in this list.  

If you know of a webinar or other event during this period that is focused on IM, IG, RM, etc. that's not listed, let me know here or at jesse.wilkins@athroconsulting.com. No charge to list your event or to access the list. 

Vendors, other associations, consultants, etc. all welcome as long as the event is educational and not completely self-serving, e.g., no demos. If you are interested in listing your solution-specific webinar or event, please contact me about placing and highlighting your event. 

January 

January 8 - ARMA Metro Maryland, Georgetown University’s Planning and Facilities Department Leads the Transition to Cloud-Based Document Management

January 9 - ARMA Triangle, Global Launch of RIMPA Global's Management System for Records Scheme (MSRS)

January 9 - ARMA Greater Seattle, AI, Privacy, Digitization, and the Role of Information Governance

January 9 - NAGARA, Bringing History Home: Using Local Government Records in the Classroom

January 14 - ARMA Mile High Denver, How Privacy and InfoGov Intersect

January 14 - ARMA North Dakota, Protecting Personal Information in the Digital Age. Contact Susan Carlson at susan.carlson@und.edu for an invitation. 

January 14 - ARMA Milwaukee, Winter Series Session 2 – Records and Archives: A Personal Journey with John Mancini

January 14 - ARMA Chicago, ARMA International's Future: A Fireside Chat with Our Chair Jim Merrifield, IGP, CIGO

January 14 - ARMA Northeast Ohio, How to Create a Path to End Your Offsite Storage Records Holdings

January 14 - ARMA Madison, Information & Data Governance: Practical Approach to Data Quality

January 14 - InfoGovANZ, Meet Up: Nexus: Information Networks from the Stone Age to AI

January 15 - ARMA Nebraska, Case Study: Developing IG Programs Across Industries

January 15 - ARMA Metro NYC-LI, Gen AI & Addressing Hallucinations

January 15 - Greater Kansas City ARMA, Open Roundtable

January 15 - ARMA Southern California Inland Empire, Building Trustworthy Systems with Laserfiche: Insights from Public Sector Leaders

January 15 - ARMA Palmetto, Pathways to Excellence: Mastering the ICRM Certification Journey

January 15 - IAPP and Lightbeam.ai, Generative AI in the workplace: Practical privacy strategies (members only)

January 16 - ARMA Michigan, Understanding the Legal Hold Process and Bridging the Gap between Legal, IT, and Info Governance

January 16 - ARMA St. Louis, Selling Your IG Program to the C-Level

January 16 - ARMA Keystone, Navigating Complexities: Overcoming Implementation Challenges & Establishing a Contract Lifecycle Management Program

January 20 - ARMA Houston, Happy Hour

January 21 - ARMA Central Missouri, Emergency Preparedness: Risk Assessments, Planning, and Supplies

January 21 - ARMA Florida Gulf Coast, Networking for Introverts

January 21 - Austin ARMA, You Can't Manage What You Don't Know: Conflict Styles in RIM

January 21 - ARMA San Antonio, A Rose_v2_Final_V2_5_Final_Final Would Smell as Sweet: Naming Conventions Matter

January 21 - ARMA Legal Industry Group, Artificial Intelligence - Here, There, Everywhere (members only)

January 22 - AIIM and Smart Communications, Tackling Data Quality in the AI Era

January 22 - Enterprise Data Governance Online, virtual

January 22 - Colligo, Outlook Overload: The Hidden Business Risks of Email Storage

January 23-24 - TBM Group, 5th Annual Excellence in Master Data Management & Data Governance Summit, Amsterdam, NL

January 24-25 Privacy Everywhere Conference, Urbana, IL and online

January 27-29 - OPEX Week: Business Transformation World Summit, Miami, FL

January 28 - AIIM+, Community Conversation: Navigating the Divide (members only)

January 28 - IAPP and BigID, Navigating privacy in AI: Insights for Data Privacy Day 2025 (members only)

January 28 - ARMA Edmonton and Leadership Through Data, Capacity requirements: Who's involved? Individual, Team, or IT Dept?

January 29 - ARMA Greater Los Angeles, Social Engineering: What the RIM Professional Needs to Know

January 29 - IAPP and Osano, Getting bang for your buck: Spending your 2025 privacy budget wisely (members only)

January 30 - InfoGovANZ, Australia's Privacy Act Reforms: Compliance Implications

January 30 - ARA UK, Introduction to ARA Security Guidance

February 

February 5-6 - Privado.ai, Bridge Summit 2025, virtual

February 12 - AI Accelerator Institute, Generative AI Summit Austin, Austin, TX

February 27 - ARMA and Carahsoft, The IG Federal Summit 2025, Reston, VA

March 

March 3-5 - Digital Credentials Summit, Phoenix, AZ

March 3-5 - Tealium, Digital Velocity 2025: AI & Data on the Digital Frontier, San Diego, CA

March 4 - ARMA Metro NYC-LI, CONFIRM.NYC, New York City, NY

March 5 - AI Accelerator Institute, Generative AI Summit Washington, D.C., Washington, DC

March 6-7 - ARMA Southeast Sunshine Conference, Orlando, FL

March 17-19 - KMWorld, KM & AI Summit, Scottsdale, AZ

March 17-20 - Data Governance and Master Data Management Conference Europe, London, UK

March 18-19 - New Zealand Digital Workplace Conference 2025, Auckland, NZ

March 31 - April 2 - AI+IM Global Summit, Atlanta, GA

If you're looking for a speaker, I'm available to speak at your chapter or event. For more details, see https://informata.blogspot.com/2024/05/im-available-to-speak-at-your-event-may.html.

Upcoming Industry Meetings and Webinars - December 16 - January 15, 2025

Here are the industry webinars and events I'm aware of for December 16 - January 15. Conferences and bigger events are listed through March 31, 2025 because they have longer lead times. I don't have anything to do with any of these from a planning perspective, so please reach out to the individual event producers with any questions. Note also that I generally don't include training courses in this list.  

If you know of a webinar or other event during this period that is focused on IM, IG, RM, etc. that's not listed, let me know here or at jesse.wilkins@athroconsulting.com. Vendors, other associations, consultants, etc. all welcome as long as the event is educational and not completely self-serving, e.g., no demos. No charge to list your event or to access the list. 

December 2024

December 16 - Ketch and the Data Diva, AI & Privacy Convergence

December 17 - Austin ARMA, Holiday Party

December 17 - AIIM and AIIM Florida, AI & Automation Trends: 2024 Insights & 2025 Outlook

December 17 - Ketch and the Data Diva, Risk Management and Third-Party Data

December 17 - IAPP and Workday, Navigating the privacy landscape in 2025: Predictions of what is to come (members only)

December 17 - European Commission, Second Webinar on the architecture of the AI Act

December 18 - WesternIM and IMConnectCanada, Santa's Database Makeover: Using AI to Save Christmas

December 18 - Association of Corporate Counsel, Implementing a Compliant and Responsible AI Governance Program 

December 18 - Ketch and the Data Diva, Challenges with Data Consent and Permissions

December 19 - ARMA Utah, Holiday Social

December 19 - AIIM, AIIM+ Connect: Celebrating Wins & Looking Ahead (members only)

December 19 - Dataversity, Structured and Unstructured Data Governance Excellence

December 19 - California Lawyers Association, Recruitment, Hiring, and the Use of AI within a Legal Framework

December 19 - Ketch and the Data Diva, The Role of Privacy Technology

December 20 - Athro Consulting, Ask Me Anything About RIM Playbooks

January 2025

January 9 - NAGARA, Bringing History Home: Using Local Government Records in the Classroom

January 14 - ARMA North Dakota, Protecting Personal Information in the Digital Age. Contact Susan Carlson at susan.carlson@und.edu for an invitation. 

January 14 - ARMA Milwaukee, Winter Series Session 2 – Records and Archives: A Personal Journey with John Mancini

January 14 - InfoGovANZ, Meet Up: Nexus: Information Networks from the Stone Age to AI

January 15 - ARMA Nebraska, Case Study: Developing IG Programs Across Industries

January 15 - ARMA Metro NYC-LI, Gen AI & Addressing Hallucinations

January 15 - ARMA Palmetto, Pathways to Excellence: Mastering the ICRM Certification Journey

January 22 - Enterprise Data Governance Online, virtual

January 23-24 - TBM Group, 5th Annual Excellence in Master Data Management & Data Governance Summit, Amsterdam, NL

January 24-25 Privacy Everywhere Conference, Urbana, IL and online

January 27-29 - OPEX Week: Business Transformation World Summit, Miami, FL

February 2025

February 5-6 - Privado.ai, Bridge Summit 2025, virtual

February 12 - AI Accelerator Institute, Generative AI Summit Austin, Austin, TX

March 2025

March 3-5 - Digital Credentials Summit, Phoenix, AZ

March 3-5 - Tealium, Digital Velocity 2025: AI & Data on the Digital Frontier, San Diego, CA

March 4 - ARMA Metro NYC-LI, CONFIRM.NYC, New York City, NY

March 6-7 - ARMA Southeast Sunshine Conference, Orlando, FL

March 11 - AI Accelerator Institute, Generative AI Summit Washington, D.C., Washington, DC

March 17-19 - KMWorld, KM & AI Summit, Scottsdale, AZ

March 17-20 - Data Governance and Master Data Management Conference Europe, London, UK

March 18-19 - New Zealand Digital Workplace Conference 2025, Auckland, NZ

March 31 - April 2 - AI+IM Global Summit, Atlanta, GA

If you're looking for a speaker, I'm available to speak at your chapter or event. For more details, see https://informata.blogspot.com/2024/05/im-available-to-speak-at-your-event-may.html.

ARMA International Soliciting Nominations for the Board of Directors

ARMA International has announced it is accepting applications for three Director positions to serve on the ARMA International Board of Directors. The term of service is July 1, 2025 - June 30, 2028. The duties and responsibilities of Directors, as well as limitations on campaigning, are outlined here: 

https://cdn.ymaws.com/www.arma.org/resource/resmgr/files/boardelection/2025/elections_and_campaign_polic.pdf

Minimum qualifications: Candidates must be a member in good standing for the immediately preceding five (5) years, and have served for a minimum of one (1) year on the ARMA International Board, an ARMA International committee, or a chapter board, within the past five (5) years as of the time of the candidacy. Candidates are also apparently required to hold the ARMA IGP, ICRM CRM, or "similar designation." 

Self'-nominations are accepted; all nominations must be received by December 20, 2024. For more information, including a link to the nomination forms and all other applicable guidance, visit https://www.arma.org/page/Board_ElectionInformation. 

Editorial note: I find ARMA's position on campaigning to be both somewhat murky and quite overbearing simultaneously. I have been involved in a number of discussions, with other candidates and as a candidate myself in 2007, regarding outside websites, blogs, podcasts, etc. 

I would encourage any candidates for the Board of Directors to explicitly disclose any outside communications mechanisms whatsoever and to decide whether putting them on hold for the duration of their Directorship - or transferring or shutting them down entirely - is worth it. I found my service as a Director from 2007-2010 to be incredibly rewarding, but I told the Elections Committee that I would *not* be shutting down my blog - and didn't - and wouldn't. Others have made different choices, but the current guidance and implementation is such that candidates should be aware and make an informed decision. 

Upcoming Industry Meetings and Webinars - December 1-31, 2024

Here are the industry webinars and events I'm aware of for December 1-31. Conferences and bigger events are listed through March 31, 2025 because they have longer lead times. I don't have anything to do with any of these from a planning perspective, so please reach out to the individual event producers with any questions. Note also that I generally don't include training courses in this list.  

If you know of a webinar or other event during this period that is focused on IM, IG, RM, etc. that's not listed, let me know here or at jesse.wilkins@athroconsulting.com. Vendors, other associations, consultants, etc. all welcome as long as the event is educational and not completely self-serving, e.g., no demos. No charge to list your event or to access the list. 

December 2024

December 3 - ARMA San Antonio, Member & Vendor Social (members and vendors only)

December 3 - IAPP, EU Data Act: Dive into the new rules on data access and use

December 3 - OneTrust, Privacy in Focus: Top Legal Developments of 2024 and What’s Ahead

December 3-5 - GDI Connect SP, virtual

December 4 - ARMA Upstate New York, Mastering Records Management Training: Know Your Part, Dress the Part, Play the Part

December 4 - ARMA New England, Tea Chat - Continue the Conversation - How IG & Privacy Complement One Another

December 4 - WesternIM, Learn With Us - Artificial Intelligence (AI) Implementation Checklist

December 4 - InfoGovANZ, Navigating Australia’s Cyber Security Bill and Data Incident Notification Requirements

December 4 - IRMS, Christmas Roadshow Edinburgh

December 4 - AIIM and DocPoint Solutions, Simplifying Data Lifecycle Management for Long-Term Content

December 4 - IAPP and Exterro, Data deletion 'Jeopardy': Minimizing risk in a data-driven world (members only)

December 4 - OneTrust, 2024 in review: Privacy trends, frameworks, and future regulations

December 5 - Austin ARMA, Information Governance: Building blocks for success! 

December 5 - ARMA Houston, 2024 Holiday Social

December 5 - AIIM and Iron Mountain, Year-end reflections and outlook: Analyst insights with Economist Impact

December 5 - RIMPA Global, Copilot Adoption in the Fastlane

December 5 - IAPP and Osano, 2025 Privacy law preview: Be prepared (members only)

December 5-6 - 7th Annual Data Governance & Compliance for Financial Institutions, Frankfurt, DEU

December 6 - IRMS Ireland Lunch n' Learn - Beyond the Files: Why Records Management is a Career Worth Exploring

December 9-13 - DGIQ East, Washington, DC 

December 10 - ARMA Mile High Denver, Holiday Party

December 10 - ARMA Dallas, Litigation Holds

December 10 - ARMA Edmonton and Leadership Through Data, How to set up a successful information governance framework

December 10 - ARMA Florida Gulf Coast Chapter, Annual Holiday Lunch (members only)

December 10 - ARMA Chicago, Exploring Career Paths in Information Governance

December 10 - ARMA Greater Chattanooga, GCAC Christmas Program

December 10 - ARMA Northeast Ohio, Bridging the Gap Between IT and Records

December 10 - ARMA Legal Industry Group, How to Market Your Information Governance Program (members only)

December 10 - Forrester and Securiti, Migrating from POC to Production: Building Safe, Enterprise AI

December 10 - NAGARA, Preparing Your Information Environment for AI...

December 10 - IAPP and FTI Consulting, Implementing third-party AI tools: Guardrails and vendor risk management (members only)

December 10 - InfoGovANZ, Australia's Privacy Act Reforms: Compliance Implications

December 10 - ARMA Edmonton and Leadership Through Data, How to set up a successful information governance framework

December 11 - ARMA Nebraska, Retention Schedule Revamp: Techniques for Improved Privacy, Compliance & More

December 11 - ARMA Metro Maryland, Evaluating Information Management in a Cloud Computing Environment

December 11 - Greater Kansas City ARMA, Aligning Development and Implementation with RIM/IG Requirements Using Agile Methodology

December 11 - Meru Data, Looking Back and Looking Forward: 2024 Review and 2025 Insights

December 11 - RecordPoint, What is a record in the age of AI? 

December 11 - IRMS, Records Management and Info Rights Wish List for Santa

December 11 - IRMS, Striving for Best Practice IG: A Conversation with the Office of the Scottish Charity Regulator (members only)

December 11 - Responsible AI Institute, RAISE 2024

December 11-12 - The AI Summit New York, New York City, NY

December 12 - ARMA Greater Los Angeles and ARMA Orange County, Holiday InfoGov Showcase

December 12 - ARMA Michigan, Digital Transformation in the Age of COVID

December 12 - ARMA Oklahoma, Charity Spotlight

December 12 - ARMA Northern Virginia, Operationalizing Your Records Retention Schedule

December 12 - Access, The RIM Forecast: Predictions and Insights for 2025

December 12 - Digital Government Institute, Electronic Records Transfer to NARA

December 13 - ARMA Boise, Leveraging LinkedIn

December 17 - Austin ARMA, Holiday Party

December 17 - AIIM and AIIM Florida, AI & Automation Trends: 2024 Insights & 2025 Outlook

December 17 - IAPP and Workday, Navigating the privacy landscape in 2025: Predictions of what is to come (members only)

December 19 - AIIM, AIIM+ Connect: Celebrating Wins & Looking Ahead (members only)

January 2025

January 23-24 - TBM Group, 5th Annual Excellence in Master Data Management & Data Governance Summit, Amsterdam, NL

January 27-29 - OPEX Week: Business Transformation World Summit, Miami, FL

February 2025

February 5 - Privado.ai, Bridge Summit 2025, virtual

February 12 - AI Accelerator Institute, Generative AI Summit Austin, Austin, TX

March 2025

March 3-5 - Digital Credentials Summit, Phoenix, AZ

March 6-7 - ARMA Southeast Sunshine Conference, Orlando, FL

March 11 - AI Accelerator Institute, Generative AI Summit Washington, D.C., Washington, DC

March 17-20 - Data Governance and Master Data Management Conference Europe, London, UK

March 18-19 - New Zealand Digital Workplace Conference 2025, Auckland, NZ

March 31 - April 2 - AIIM, AI+IM Summit, Atlanta, GA

If you're looking for a speaker, I'm available to speak at your chapter or event. For more details, see https://informata.blogspot.com/2024/05/im-available-to-speak-at-your-event-may.html.

Upcoming Industry Meetings and Webinars - November 16 - December 15, 2024

Here are the industry webinars and events I'm aware of for November 16 - December 15. Conferences and bigger events are listed through February 28, 2025 because they have longer lead times. I don't have anything to do with any of these from a planning perspective, so please reach out to the individual event producers with any questions. Note also that I generally don't include training courses in this list.  

If you know of a webinar or other event during this period that is focused on IM, IG, RM, etc. that's not listed, let me know here or at jesse.wilkins@athroconsulting.com. Vendors, other associations, consultants, etc. all welcome as long as the event is educational and not completely self-serving, e.g., no demos. No charge to list your event or to access the list. 

November 2024

November 18 - IAPP Europe Data Protection Congress 2024, Brussels, BEL

November 18 - Gartner, Ready Your Data for AI

November 18-21 - KMWorld, Washington, DC

November 18-21 - OpenText World, Las Vegas, NV

November 19 - ARMA North Dakota, Information Management in the Age of AI

November 19 - Austin ARMA, Auditing Software Development and Understanding AI Risks

November 19 - Atlanta ARMA, Privacy Law Trends and RIM: How To Keep Track of It All

November 19 - RIMPA Global, FYB, and Archive360, The Afterlife For Data. What Happens to Critical Information in a Post EDRMS World?

November 19-22 - Microsoft Ignite, Chicago, IL and online

November 20 - Holly Group, Helias Consulting, and Athro Consulting, Your Budget: Use It or Lose It

November 20 - ARMA Nebraska, Conquering Your Digital Dumpsters - Strategies for Analyzing, Cleaning, and Managing Network File Shares

November 20 - ARMA Metro NYC-LI, AI Readiness - You're Fired. What's Next for IG?

November 20 - ARMA Southern California Inland Empire, 3-2-1 Backup System

November 20 - Digital Government Institute and Keeper Security, Artificial Intelligence to Enhance Cybersecurity

November 20 - AI Accelerator Institute, Generative AI Summit Toronto, Toronto, ON

November 20 - InfoGovANZ, Meet Up: Australia's AI Safety Standard

November 20 - OneTrust, Staying equipped for compliance: A global recap of emerging privacy laws

November 21 - ARMA Oklahoma, Tackle Legacy Records Clean-Up Without Cost & Complexity Standing in Your Way

November 21 - ARMA Keystone, Building and Sustaining Your RIM Program with a RIM Playbook

November 21 - ARMA New England, How Information Governance and Privacy Complement One Another

November 21 - ARMA Jacksonville, Thirsty Thursday

November 21 - ARMA St. Louis, Cybersecurity: Everyone's Responsibility

November 21 - ARMA Utah, A Flood of Information!?! More Like Flooded Information! 

November 21 - Infocap, Agentic AI + Decision Intelligence, Atlanta, GA

November 21 - Access, Leveraging Your Data: A Journey Through 3 Essential Information Gates

November 21 - IRMS, Striving for Best Practice IG: A Conversation with the Office of the Scottish Charity Regulator

November 22 - TSLAC and DIR e-Records Conference, Austin, TX

November 23 - ARMA Vancouver, Holiday Social

November 27 - IMCanadaConnect and WesternIM, Information Governance (IG) Policies Using Artificial Intelligence Large Language Models (AI LLM)

November 27 - ARA UK & Ireland, Christmas Networking Event

November 27-28 - AI World Congress 2024, London, UK

November 29 - Leadership Through Data, LTD Microsoft 'Ketchups'

December

December 2 - ARMA Edmonton and Leadership Through Data, A guided deployment for using Microsoft 365 as an EDRMS

December 2 - IAPP, Women in privacy: Unpacking dark patterns in ads, AI and beyond

December 3 - ARMA San Antonio, Member & Vendor Social (members and vendors only)

December 3 - OneTrust, Privacy in Focus: Top Legal Developments of 2024 and What’s Ahead

December 3-5 - GDI Connect SP, virtual

December 4 - ARMA Upstate New York, Mastering Records Management Training: Know Your Part, Dress the Part, Play the Part

December 4 - InfoGovANZ, Navigating Australia’s Cyber Security Bill and Data Incident Notification Requirements

December 4 - IRMS, Christmas Roadshow Edinburgh

December 4 - IAPP and Exterro, Data deletion 'Jeopardy': Minimizing risk in a data-driven world (members only)

December 4 - OneTrust, 2024 in review: Privacy trends, frameworks, and future regulations

December 5 - Austin ARMA, Information Governance: Building blocks for success! 

December 5 - ARMA Houston, 2024 Holiday Social

December 5 - RIMPA Global, Copilot Adoption in the Fastlane

December 5 - IAPP and Osano, 2025 Privacy law preview: Be prepared (members only)

December 5-6 - 7th Annual Data Governance & Compliance for Financial Institutions, Frankfurt, DEU

December 9-13 - DGIQ East, Washington, DC 

December 10 - ARMA Edmonton and Leadership Through Data, How to set up a successful information governance framework

December 10 - ARMA Florida Gulf Coast Chapter, Annual Holiday Lunch (members only)

December 10 - ARMA Chicago, Exploring Career Paths in Information Governance

December 10 - ARMA Greater Chattanooga, GCAC Christmas Program

December 10 - ARMA Legal Industry Group, How to Market Your Information Governance Program (members only)

December 10 - Forrester and Securiti, Migrating from POC to Production: Building Safe, Enterprise AI

December 10 - NAGARA, Preparing Your Information Environment for AI...

December 10 - IAPP and FTI Consulting, Implementing third-party AI tools: Guardrails and vendor risk management (members only)

December 11 - ARMA Nebraska, Retention Schedule Revamp: Techniques for Improved Privacy, Compliance & More

December 11 - RecordPoint, What is a record in the age of AI? 

December 11 - IRMS, Records Management and Info Rights Wish List for Santa

December 11-12 - The AI Summit New York, New York City, NY

December 12 - ARMA Greater Los Angeles and ARMA Orange County, Holiday Infogov Showcase

December 12 - ARMA Michigan, Digital Transformation in the Age of COVID

December 12 - Digital Government Institute, Electronic Records Transfer to NARA

December 17 - AIIM and AIIM Florida, AI & Automation Trends: 2024 Insights & 2025 Outlook

January 2025

January 23-24 - TBM Group, 5th Annual Excellence in Master Data Management & Data Governance Summit, Amsterdam, NL

January 27-29 - OPEX Week: Business Transformation World Summit, Miami, FL

February

February 5 - Privado.ai, Bridge Summit 2025, virtual

February 12 - AI Accelerator Institute, Generative AI Summit Austin, Austin, TX

If you're looking for a speaker, I'm available to speak at your chapter or event. For more details, see https://informata.blogspot.com/2024/05/im-available-to-speak-at-your-event-may.html.

Upcoming Industry Meetings and Webinars - November 1-30, 2024

Here are the industry webinars and events I'm aware of for November 1-30, 2024. Conferences and bigger events are listed through February 28, 2025 because they have longer lead times. I don't have anything to do with any of these from a planning perspective, so please reach out to the individual event producers with any questions.

Note also that I generally don't include training courses in this list. You can find my October training course list, with more than 200 courses listed, at https://informata.blogspot.com/2024/10/information-professional-related.html.

If you know of a webinar or other event during this period that is focused on IM, IG, RM, etc. that's not listed, let me know here or at jesse.wilkins@athroconsulting.com. Vendors, other associations, consultants, etc. all welcome as long as the event is educational and not completely self-serving, e.g., no demos. No charge to list your event or to access the list. 

November

November 6 - ARMA Madison, Everything You Wanted to Know about Starting a Modern Information Governance Program

November 6 - ARMA Dallas, Fall Seminar - Building on the Building Blocks

November 6 - RIMPA Global, Are you ready for the Privacy Act changes?

November 6 - IAPP and ObservePoint, 30 countries, 200+ domains, one end goal: Managing privacy compliance at scale (members only)

November 6 - DocPoint, Mastering Microsoft 365 Migrations: Accelerate, Optimize, and Succeed

November 7 - ARMA Triangle, Big Bucket Retention Schedules

November 7 - ARMA Northern Colorado, Building and Sustaining Your RIM Program with a RIM Playbook. Contact Tammi Pusheck at tmpusheck@hollandhart.com for more information.

November 7 - ARMA and Access, From Start to Finish: The Marathon of Improving and Maintaining Your Retention Schedule

November 7 - DAMA Georgia, Advanced Data Modeling: Data Modeling for Security, Privacy, and Compliance

November 7 - NAGARA, RM Program Success - Teamwork and Ingenuity

November 7 - IAPP and Osano, Unlock privacy ROI: Why making cross-functional allies is key (members only)

November 7 - AI Accelerator Institute, AIAI London, London, UK

November 11 - Meru Data, Navigating Regulatory Requirements Around AI, Privacy and Security

November 11 - InfoGovANZ, AI and IG: How to Prepare for AI Regulation (members only)

November 11-12 - AIIM, AI+IM Forum Europe, Manchester, UK

November 11-15 - Techcon365, Dallas, TX

November 12 - ARMA Mile High Denver, 2024 ARMA InfoCon Debrief and Discussion

November 12 - ARMA Florida Gulf Coast, Information Governance (IG) and Artificial Intelligence (AI)

November 12 - Twin Cities ARMA, Fall Seminar

November 12 - ARMA Chicago, Retention Schedules and Legal Citations

November 12 - ARMA San Antonio, Enabling Purview Data Lifecycle and Records Management - Lessons from the Field

November 12 - ARMA Chattanooga, The Emerging Privacy Litigation Landscape

November 12 - BoxWorks, San Francisco, CA

November 12 - ARMA Legal Industry Group - Coffee and Chat (members only)

November 12 - NAGARA, The Transition to a Fully Digital Government

November 12 - RIMPA Global and Grace, Dancing with the Devil Part II - How to Prepare for & Survive a Cyber Attack

November 13 - Greater Kansas City ARMA, Information Coordinator Programs: Building and Sustaining an IC Network for IG Success

November 13 - Northeast Ohio ARMA, Records Management in a Virtual Environment

November 13 - IAPP and BigID, Demystifying AI risk: Risk tiering in regulated and nonregulated industries (members only)

November 14 - ARMA Michigan, Records Retention from a Technology Perspective

November 14 - ARMA Greater Seattle, Using AI LLM to Draft IG Policies

November 14 - IAPP and Osano, Privacy Pros: Why collaborate with sales and marketing and how to do it well (members only)

November 15 - AIIM Wisconsin and Milwaukee Bar Association, Law & Technology Conference

November 18 - IAPP Europe Data Protection Congress 2024, Brussels, BEL

November 18-21 - KMWorld, Washington, DC

November 18-21 - OpenText World, Las Vegas, NV

November 19 - ARMA North Dakota, Information Management in the Age of AI

November 19 - Austin ARMA, Auditing Software Development and Understanding AI Risks

November 19 - Atlanta ARMA, Privacy Law Trends and RIM: How To Keep Track of It All

November 19 - RIMPA Global, FYB, and Archive360, The Afterlife For Data. What Happens to Critical Information in a Post EDRMS World?

November 19-22 - Microsoft Ignite, Chicago, IL and online

November 20 - ARMA Nebraska, Conquering Your Digital Dumpsters - Strategies for Analyzing, Cleaning, and Managing Network File Shares

November 20 - ARMA Metro NYC-LI, AI Readiness - You're Fired. What's Next for IG?

November 20 - ARMA Southern California Inland Empire, 3-2-1 Backup System

November 20 - Digital Government Institute and Keeper Security, Artificial Intelligence to Enhance Cybersecurity

November 20 - AI Accelerator Institute, Generative AI Summit Toronto, Toronto, ON

November 20 - InfoGovANZ, Meet Up: Australia's AI Safety Standard

November 21 - ARMA Oklahoma, Tackle Legacy Records Clean-Up Without Cost & Complexity Standing in Your Way

November 21 - ARMA Keystone, Building and Sustaining Your RIM Program with a RIM Playbook

November 21 - ARMA New England, How Information Governance and Privacy Complement One Another

November 21 - ARMA Jacksonville, Thirsty Thursday

November 21 - ARMA St. Louis, Cybersecurity: Everyone's Responsibility

November 21 - ARMA Utah, A Flood of Information!?! More Like Flooded Information! 

November 21 - Infocap, Agentic AI + Decision Intelligence, Atlanta, GA

November 21 - Access, Leveraging Your Data: A Journey Through 3 Essential Information Gates

November 22 - TSLAC and DIR e-Records Conference, Austin, TX

November 27-28 - AI World Congress 2024, London, UK

November 29 - Leadership Through Data, LTD Microsoft 'Ketchups'

December

December 3-5 - GDI Connect SP, virtual

December 5 - Austin ARMA, Information Governance: Building blocks for success!

December 5-6 - 7th Annual Data Governance & Compliance for Financial Institutions, Frankfurt, DEU

December 9-13 - DGIQ East, Washington, DC 

December 11-12 - The AI Summit New York, New

January 2025

January 23-24 - TBM Group, 5th Annual Excellence in Master Data Management & Data Governance Summit, Amsterdam, NL

January 27-29 - OPEX Week: Business Transformation World Summit, Miami, FL

February 2025

February 5 - Privado.ai, Bridge Summit 2025, virtual

February 12 - AI Accelerator Institute, Generative AI Summit Austin, Austin, TX

If you're looking for a speaker, I'm available to speak at your chapter or event. For more details, see https://informata.blogspot.com/2024/05/im-available-to-speak-at-your-event-may.html.

ARMA Opens Call for Speakers for ARMA Canada Information Conference 2025

ARMA has opened its call for speakers for ARMA Canada Information Conference 2025, scheduled for May 13-15, 2025 in Montreal, Quebec. ARMA has created a page that includes: 

• Submission guidelines
• Submission instructions
• Selection criteria
• Tips for a successful proposal
• A link to the actual submission form

Applications are due no later than December 3, 2024. For more information, visit https://s6.goeshow.com/arma/canada/2025/proposaloverview.cfm.

Upcoming Industry Meetings and Webinars - October 16 - November 15, 2024

Here are the industry webinars and events I'm aware of for October 16 - November 15, 2024. Conferences and bigger events are listed through February 28, 2025 because they have longer lead times. I don't have anything to do with any of these from a planning perspective, so please reach out to the individual event producers with any questions.

Note also that I generally don't include training courses in this list. You can find my October training course list, with more than 200 courses listed, at https://informata.blogspot.com/2024/10/information-governance-and-records.html.

If you know of a webinar or other event during this period that is focused on IM, IG, RM, etc. that's not listed, let me know here or at jesse.wilkins@athroconsulting.com. Vendors, other associations, consultants, etc. all welcome as long as the event is educational and not completely self-serving, e.g., no demos. No charge to list your event or to access the list. 

October

October 16 - Southern California Inland Empire ARMA, Cyber Security Awareness Month

October 16 - Greater Washington DC ARMA, Best Practices for Email Migration: Managing Inactive User Data

October 16 - RIMPA Global, Top Hints & Tips on Copilot for Microsoft 365

October 16 - IRMS Public Sector, The Link Between Digital Preservation, Environmental Sustainability, and Digital Decarbonisation

October 16-17 - AI Accelerator Institute, AI CXO and AI Accelerator Summits, Boston, MA

October 17 - ARMA Keystone, AI and Information Governance

October 17 - ARMA Oklahoma, Introvert's Guide to Manage Your Energy

October 17 - ARMA St. Louis, A Day in Records Management at the National Geospatial Intelligence Agency

October 17 - ARMA Utah, Data Security

October 17 - IAPP and FTI Consulting, Data governance approaches to mitigating AI risk

October 17 - Digital Government Institute, Preserve and Protect: The Essentials of Legal Holds & Preservation for Government Agencies

October 18 - DAMA Rocky Mountain, Data Careers - Journeys, Insights, Onramps, & Outlooks

October 20-25 - TDWI Transform 2024 Orlando, Orlando, FL

October 21-22 - CEDA and the National AI Centre, AI Leadership Summit 2024, Melbourne, Victoria, AUS

October 21-24 - Gartner IT Symposium/Xpo, Orlando, FL

October 21-24 - IBM TechXchange Conference, Las Vegas, NV

October 22 - ARMA Chicago, How to Write a Successful Records Retention Rule

October 22 - DAMA South Florida, AI Governance & AI Risk Management & Intersection with Data Governance

October 22 - AIIM+, CIP Futuristic Think Tank (AIIM+ members who are active CIPs only)

October 22 - IAPP, Women leading in privacy and the imposter syndrome: Inseparable companions?

October 22 - Osano, The Privacy Pro Survival Summit

October 23 - ARMA Metro NYC-LI, Lifecycle of a Record in an Organization: Meeting Requirements Across The Business

October 23 - ARMA New Jersey, Rutgers Club Networking Event

October 23 - ARMA Florida Gulf Coast Chapter, Archiving Doesn't Cut it: Future of Information Governance

October 23 - ARMA Nebraska, Case Study - Don't Tip the Waiter - The Balancing Act of Cybersecurity

October 23 - ARMA Metro Maryland, The Three Lines of Defense and More: IG vs. Audits and Examinations. It's Not As Bad As You Think

October 23 - IAPP and Exterro, Unlocking privacy by design through effective records of processing activities (members only)

October 23 - InfoGovANZ, IG Innovation Navigation - Meetup: Australia's Privacy Bill

October 23 - Digital Government Institute, Engineering Excellence: Technical Insights into AI-Powered Workforce Transformation

October 23 - WesternIM and IMCanadaConnect, City of Nanaimo - Which Projects Gave the Biggest Bang! 

October 23-25 - Privacy+Security Forum: Fall Academy, Washington, DC

October 23-25 - VAGARA 38th Annual Conference, Virginia Beach, VA

October 24 - ARMA Calgary, Fall Gathering 

October 24 - ARMA Northern Virginia, AI and Increasing Collaboration, Transparency, and Access at NARA

October 24 - ARMA and Cadence Solutions, Mastering Microsoft Purview: Planning, Implementing, and Governing Records

October 24 - Digital Government Institute, Digitization Best Practices

October 28-30 - GovAI, Arlington, VA

October 29 - ARMA Michigan, PRISM Specialties Facility Tour

October 29 - AIIM+, Community Conversation: Gardening Modern Collaboration Platforms (members only)

October 29 - IAPP and BigID, Risks and rewards of AI regulations (members only)

October 29 - Digital Government Institute, Use of GenAI in Business Process Management and Process Mining

October 29 - ARMA and Preservica, Closing the information management capabilities gap for long-term records

October 29-30 - Business Transformation Europe Summit, Amsterdam, NLD

October 30 - WesternIM, Migrating to SharePoint using Only Microsoft Available Tools

October 30 - November 2 - DAMA Edmonton 10th Annual Conference, Edmonton, AB

October 31 - November 1 - DAMA Days Canada Conference III, Ottawa, ON

November

November 6 - ARMA Madison, Everything You Wanted to Know about Starting a Modern Information Governance Program

November 6 - ARMA Dallas, Fall Seminar - Building on the Building Blocks

November 6 - RIMPA Global, Are you ready for the Privacy Act changes?

November 6 - IAPP and ObservePoint, 30 countries, 200+ domains, one end goal: Managing privacy compliance at scale (members only)

November 6 - DocPoint, Mastering Microsoft 365 Migrations: Accelerate, Optimize, and Succeed

November 7 - ARMA Triangle, Big Bucket Retention Schedules

November 7 - DAMA Georgia, Advanced Data Modeling: Data Modeling for Security, Privacy, and Compliance

November 7 - NAGARA, RM Program Success - Teamwork and Ingenuity

November 11 - InfoGovANZ, AI and IG: How to Prepare for AI Regulation (members only)

November 11-12 - AIIM, AI+IM Forum Europe, Manchester, UK

November 11-15 - Techcon365, Dallas, TX

November 12 - Twin Cities ARMA, Fall Seminar

November 12 - ARMA San Antonio, Enabling Purview Data Lifecycle and Records Management - Lessons from the Field

November 12 - BoxWorks, San Francisco, CA

November 12 - ARMA Legal Industry Group - Coffee and Chat (members only)

November 12 - ARMA and Preservica, Prioritizing the identification & protection of high-value long-term SharePoint content

November 12 - NAGARA, The Transition to a Fully Digital Government

November 13 - IAPP and BigID, Demystifying AI risk: Risk tiering in regulated and nonregulated industries (members only)

November 14 - ARMA Michigan, Records Retention from a Technology Perspective

November 18 - IAPP Europe Data Protection Congress 2024, Brussels, BEL

November 18-21 - KMWorld, Washington, DC

November 18-21 - OpenText World, Las Vegas, NV

November 19-22 - Microsoft Ignite, Chicago, IL and online

November 22 - TSLAC and DIR e-Records Conference, Austin, TX

November 27-28 - AI World Congress 2024, London, UK

December

December 3-5 - GDI Connect SP, virtual

December 5-6 - 7th Annual Data Governance & Compliance for Financial Institutions, Frankfurt, DEU

December 9-13 - DGIQ East, Washington, DC 

December 11-12 - The AI Summit New York, New York City, NY

2025

January 27-29 - OPEX Week: Business Transformation World Summit, Miami, FL

February 5 - Privado.ai, Bridge Summit 2025, virtual

If you're looking for a speaker, I'm available to speak at your chapter or event. For more details, see https://informata.blogspot.com/2024/05/im-available-to-speak-at-your-event-may.html.

How to Build a RIM Playbook Part 7 - Reviewing and Finalizing the Plays

In the previous installment of this series, we talked about how to draft the plays. The next step is to review the plays for accuracy and completeness. All the way back in Part 1, I noted that the playbook needs input from more than just the person or team building it. Information management is a team sport, and some plays will be performed or reviewed by other teams such as IT, legal, privacy, risk management, etc. 

While we want to review each play in detail, the two most important parts to review for most plays are the RACI / roles and responsibilities, and the resources. This is because many plays will include participants who are not part of the core RIM team and/or require activities the RIM team is not as familiar with. 

Roles and responsibilities

In practice, during the drafting process you'd identify the draft roles and responsibilities and then have the individuals or teams in those roles review the contents of "their" play(s). Recall that RACI stands for: 

• Responsible - the role that actually does the work of executing the play. 
• Accountable - the role that ensures that the play is executed.
• Consult - the role(s) that are impacted by the play or contribute to it in some way. 
• Inform - the role(s) that are not directly impacted, but need to be apprised of the execution of the play. 

In the previous article, we used the "Send Boxes to Offsite Storage" play as an example. The RACI for that play looks like this: 

• Responsible - Records analyst
• Accountable - Records manager
• Consult - Offsite storage vendor
• Inform - Records owner

But let's say that in your organization, you use records coordinators, and you expect them to have a bigger role in that process. You'd probably want something more like this: 

• Responsible - Records analyst
• Accountable - Records manager
• Consult - Records coordinators, offsite storage vendor
• Inform - Records owner -or- perhaps nobody. If the records coordinators are already involved in the process, that might be sufficient. 

Any play that involves roles outside the RIM team, such as IT, should be reviewed by those outside roles to make sure that the play is accurate and to identify any references and resources they use. It's important to confirm with them that they recognize their role in the play including timelines, outcomes, and deliverables. They should also confirm whether they are in fact the right role for a particular responsibility - after all, IT isn't "IT", it's enterprise architecture, and software developers, and help desk, and network engineers, etc. 

References and resources

References and resources include any documentation used to execute a play. We discussed these in detail in Part 3. As a reminder, these include: 

• Existing procedures
• Flowcharts and process maps
• Checklists and guidelines
• Troubleshooting guides
• Templates
• "Cheat sheets"
• Quick start guides
• Training materials
• Lists of frequently asked questions
• Job descriptions
• Reports
• Scorecards and dashboards 

This seems like a lot, and for a traditional SOP manual it would be. But we're linking to these, not including them in their entirety. I'd rather err on the side of including resources to make it as absolutely simple as possible for whomever is executing the play. 

In the example play above, the process flowchart, inventory sheet templates, policy, etc. are probably developed and owned by the records team, so they already have all of the resources listed for the play. But as we discussed in Part 4, there may plays where the documentation is significantly out of date or missing. During the review process, you'd want to determine that, as well as whether any informal documentation exists, or what other references and resources are being used to actually execute the plays. Again, having coordinators can really be helpful here. 

It's important to include references owned by other teams where applicable. For example, a play to monitor broker/dealer communications for a financial services company will likely refer to risk management/compliance policies and guidance. A play for handling a separated employee's information will probably need to include references from HR as well as IT. 

We'll talk about timelines and scheduling in a later post, but it's absolutely critical to communicate to those reviewing the plays the importance of being thorough. The review process doesn't work if it doesn't get done, or if it's along the lines of a 2-minute review and a "Yeah, that looks good" response. 

At the end of this step you should have your final list of finalized plays, either built using your tool of choice or ready to build or load into it. 

Next up: Part 8 - building the (optional) introduction and appendices. 

I teach a workshop on how to build playbooks. The next public course is scheduled for December 3 and 10, 2024. You can find more details about the course and approach at https://athroconsulting.com/?page_id=981. 

I also build RIM and IG playbooks for organizations - drop me a note at jesse.wilkins@athroconsulting.com and let's talk about what that could look like.