May 20, 2022

WBT Systems: 13 Ways to Differentiate Your Online Learning Programs from the Competition

WBT Systems is always putting good stuff out and this one is no exception. I really like the suggestion about incorporating VIPs - industry influencers, experienced practitioners, even vendors if used properly - and the idea of an alumni program. I'll be looking for ways to incorporate these into my training offerings!

Read the entire post here: https://www.wbtsystems.com/learning-hub/blogs/differentiate-your-online-learning-programs

MemberSuite: How to Promote the Value of Credentials to Individuals and Employers

Great link from Deirdre Reid's Association Brain food newsletter. The MemberSuite article discusses value propositions from the perspectives of individuals as well as their employers, and how to get employers involved with the credentialing program. It concludes with some recommendations for how to increase the value of your credential, notably instilling a culture that values and even brags about credentialing - things like ensuring credential holders' designation is included whenever they are mentioned, etc. 

I'd have forwarded this to my two primary membership associations, AIIM and ARMA, or at least linked to them in a Tweet, but neither has marketed their credentials in years and have barely mentioned them in months, usually just to describe impending changes to them (or reverting those changes). 

ISO Publishes ISO 24143:2022 Information Governance Standard

IG GURU published this via Twitter earlier today. You can find the full story at https://igguru.net/2022/05/20/breaking-iso-publishes-new-information-governance-ig-standard/

You can find the standard itself on the ISO page at https://www.iso.org/standard/77915.html. I looked on the ANSI page to purchase it so I could review, but the only version they have is the FDIS (Final Draft International Standard). While there are not likely to have been any changes, I still plan to wait for the official official version. 

I find it fascinating that the concept and principles of information governance can be captured in a 12-page ISO standard, and that page count includes titles, definitions etc. IIRC. Again, I'll get it once it's on the ANSI site and will review it here. 

May 17, 2022

Upcoming Industry Meetings and Webinars - May 17 - June 15, 2022

 Here are the webinars and podcasts I'm aware of for May 17 - June 15, 2022. I don't have anything to do with them from a planning perspective, so please reach out to the individual event producers with any questions. I also don't get paid or get anything out of this other than the satisfaction of helping get the word out.  

Note that if your webinar is not RIM-related, even if it's put on by an industry group such as an ARMA chapter, I'm not going to list it. Change management is RIM-related IMO, "How to Write a Cover Letter" is not. 

5/17 - ARMA Mile Hi Denver, Immigrant Secrets: Research & Privacy in Genealogy

5/17 - ARMA Mid-Michigan, Even in Death, There are Records (Cemetery Records)

5/17 - ARMA San Antonio, The Pivotal Role of Front End Digitization Workflows

5/17 - ARMA Northern Virginia, Blockchain and Bitcoin for RIM Professionals

5/17 - ARMA Atlanta, Build, Adapt & Execute Your Information Governance, Privacy, and eDiscovery Strategy

5/18 - ARMA Nebraska, Police Dogs - Take a Bite Out of Records

5/18 - ARMA Northeast Ohio, Cleveland Metroparks and Zoo Records Management Policy

5/18 - ARMA Golden Gate, Using Metrics as a Records and Information Management Power Tool

5/18 - ARMA Pittsburgh, Artificial Intelligence - Algorithms & Unintended Bias: Understanding and Responding to Emerging Regulations on Automated Decision-Making

5/19 - ARMA Metro New York City, 5 Steps to Get Your Firm's Information Governance Initiatives Off the Ground

5/19 - ARMA Greater Columbus, Spring Seminar

5/19 - ARMA Liberty Bell, 5 Steps to Get Your Firm's Information Governance Initiatives Off the Ground

5/20 - ARMA Hawai'i, Governmental Records - A Look at Hawai'i and Oregon

5/24 - ARMA New England, Drafting Effective Information Management Policies - Workshop

5/24 - ARMA Chicago, Spring Seminar

5/25 - ARMA Louisville, Records Reincarnation, Send an email to Lydia.mcgahee@texasroadhouse.com.

5/25 - ARMA San Diego, Facilitation Strategies for IG Professionals

5/26 - AIIM Florida, Taking Productivity to New Heights with Low-Code Tools and Automation

5/26 - ARMA Milwaukee, Extend Your Vacation

5/26 - Austin ARMA, Panel Discussion - Make Defensible Disposition a Reality

6/2 - NAGARA and Iron Mountain, Moving the Masses: Office Consolidations and Records Management in the Post-Pandemic World

6/8 - ARMA Puget Sound, Responding to Public Records Requests for Emails

6/8 - Access Sciences, 4 Costly AI Mistakes

6/9 - ARMA Vancouver, Annual General Meeting

6/9 - ARMA Detroit, ARMA Mid-Michigan, ARMA Western Michigan, Managing Presidential Records

6/9 - MER Sapient and Valora, How to Manage Data Privacy While Managing Records

6/15 - ARMA Nebraska, FUNdamental of IG Panel Discussion - Securing Information

6/15 - ARMA New Jersey, INFORM22 - Full Day Conference

If you know of a webinar or podcast 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. 

Re: vendor/consultant-led webinars, I know that demos are quite educational, as are customer case studies - but they are generally too narrow (and self-serving) for me to list them. This is irrespective of source; AIIM/ARMA/MER/etc. webinars that are basically sales pitches won't get listed either. If you think yours will pass muster, contact me at jesse.wilkins@athroconsulting.com and let's talk. 

May 15, 2022

MER2022 - A Recap

Last week I attended the MER 2022 conference, held for the first time outside of Chicago in Indianapolis, IN. This was the first in-person MER conference since 2019; it was one of the first events in our industry impacted by the broad COVID shutdowns. I was there to attend and network; I also had a speaking session on professional development for information professionals. 

The hotel venue was excellent, as is typical of the MER, and I have to give a special shout out to the food which was pretty amazing for conference food. 

As with AIIM22, I got the chance to catch up with some of my favorite colleagues including no fewer than five of my Slackers! (I'll do a post about this august body at some point.) In-person attendance was, however, somewhat sparse - I'd guess 150 or so including speakers & vendors. There were at least another 100 attending via hybrid, and it may be significantly more than that - I was told that there were 100+ virtual attendees for my session. Attendance at the in-person sessions was around 20-30 per session, and one of the rooms was set for around 200, so people really rattled around in there. I know, social distancing, but still. 

There were only 12 vendors listed on the website; only 7 actually set up booths and had personnel manning them. The ICRM had what I assume was a free booth as well. Not sure if the low overall number and even lower turnout was due to COVID restrictions, the event being in Indianapolis this year, or something else, but it was definitely unusual to see so few vendors in attendance. 

The app was good for seeing the schedule, but as with AIIM22, there was no real way to interact with other attendees other than 1-on-1 email-style messaging. I don't understand why nobody seems to get the value a) of having a live feed and b) keeping that live feed going year round. I'll go out on a limb here and say that there's probably a non-trivial number of conference ticket sales being left on the table because attendees can't stay in touch between conferences and can't show off/generate fear of missing out (FOMO) with their colleagues. 

At the opening keynote, Seth Williams announced that MER has joined the training game. MER Immerse Online will feature online self-paced training courses, at least initially. At launch it includes Rob Bogue's very good courses on change management and managing information with SharePoint and M365; later this year, it will also include courses on eDiscovery, by Ann Snyder; Mind the Gap: Demystifying AI Systems and Their Implications for Information Governance, by Julie Brickell and Bruce Hedin; and Fundamentals of Information Management, by...me! I'm hoping to have my course done and ready to go by the end of the year, and we may start posting bits as they are ready rather than waiting for it all to be done. 

I thoroughly enjoyed hanging out with my colleagues old and new during conference. So much so in fact, that I started feeling a little run-down on Saturday as I prepared to head home. At the time, I chalked it up to too much time at the cigar bar, but a colleague informed me in a group text this morning that she'd tested positive for COVID today. Another colleague in that group text also tested positive, so I decided that I would take a rapid test. Despite having had OG COVID in December 2020, and having gotten 3 Pfizer shots, I, too, tested positive this morning. We since found out that another of the Slacker group did as well; I'm not yet ready to call it a superspreader event, but it goes to show that COVID is still out there. 

MER hasn't yet announced where MER 2023 will be held. I've strongly recommended to them that they consider Denver, for all the reasons I outlined in my many AIIM22 posts. Regardless of where it is, though, I am absolutely looking forward to next year's conference! 

May 12, 2022

AIIM Update to the CIP Program, May 12, 2022

Update 5/24:Biannual is every 2 years, not every 6 months. I've noted that in my reponse to the final bullet. 

AIIM sent out the following email today, updating CIPs on some decisions they've made. I'll post my thoughts after the email. 

Our sincere thanks to you and all CIPs that have provided feedback through various channels about recent changes to the examination and recertification process. We appreciate your passion and your dedication to the Intelligent Information Management practice. As you may remember, we solicited feedback from the extended CIP community via anonymous survey. Having now analyzed the survey responses from 120 participating CIPs, we are proposing the following actions to be taken:

  • The examination proctoring will be reinstated to provide assurance of authenticity and rigor. A new proctoring system will be available within approximately sixty days
  • Examinations will be available 24/7 through the AIIM learning management system (with proctoring added to the functionality) and occasionally in person at AIIM events
  • Instructor-led CIP prep classes with optional testing to follow will be offered at designated times/places throughout the year

  • Recertification after three years will be obtainable by re-sitting the CIP exam OR by submitting 60 hours of approved Continuing Education Units (CEUs). The tracking and submission of CEUs will be automated to the full extent possible for your convenience

  • The body of knowledge upon which the exam is based, and the exam question set will be updated on a bi-annual basis. Efforts in this regard have begun at the staff level and will be expanded to include select CIP content advisors in this calendar year with a view to completing the update by year’s end.

Thank you for your patience and your understanding as we modernize and grow the CIP program. You will shortly receive a personal status update with a requalification timeline.

All the best,

Peggy

Me: I think it's good that AIIM took into account the feedback from the CIP community, and seems to be reverting many of the changes. Specifically:

  • I'm glad they are going back to a proctored exam; the devil will be in the details....and to completely redo the exam from scratch in 60 days will be extremely difficult to do appropriately. Peggy didn't specifically say that they would do that, but since the exam has been compromised, there's really no other way around it, and if they simply turn proctoring on on the compromised exam, that's not appropriate at all. In the interests of transparency, I call on AIIM to disclose who their psychometrician will be in terms of developing the new exam. I also think AIIM should require anyone who passed the unproctored exam, including AIIM staff, to retake the proctored exam, but to let them do it for free. 
  • I identified a number of concerns with the current exam delivery through the AIIM+ Pro learning management system. If they can get those addressed as part of this update, it should be workable. 
  • AIIM used to offer this; I delivered and proctored a number of CIP exams myself over the last few years. The format - in-person at an event, in-person at a testing center, or virtual - doesn't matter, providing the appropriate tools and processes are put in place to support the security of the exam. 
  • Again, reverting to allow CIPs the choice to resit the (proctored) CIP exam or submit CEUs is great; again, I think AIIM needs to provide more information about precisely what they mean by "approved" CEUs. 
  • I like the idea of this, but I don't think AIIM recognizes the work, psychometric as well as content development-wise, that will be required to do this. I think they can update the current exam, including the body of knowledge, etc., by the end of the year (versus the 60 days identified above), but to redo that every 6 months is going to be a challenge given everything else AIIM has going on. Update: Biannually is every 2 years, not twice a year. Sigh. Still, AIIM was barely able to make it every 3 years when I was running it, in no small part because of the cost and time required to do it the right, statistically valid, way. 
Re: that final line, I'm still waiting for official notice that I am eligible for renewing my CIP. I hope this notification is better set up and tested than that one. 

Again, I think AIIM is saying the right things, but I'll wait to see the details of how they plan to execute all of this in a way that is open, transparent, and adheres to the principles of effective certification development. If they do so, and if they start to market the CIP program, I think it could really be a benefit to the AIIM and broader information management community. I will continue to monitor this closely. 

May 11, 2022

The New AIIM Exam-Based CIP Renewal Process - Take Two

Updated 5/12 to note that the exam is NOT behind the AIIM+ Pro paywall. 

Updated 5/24 to note the results of retaking the exam again because I'm a completionist. 

TL; DR: Besides the broader issues I'd noted with the CIP exam being not proctored and therefore compromised, the exam, the process to take it, and the results are all still very much works in progress, despite AIIM having had nearly 3 months from the date of the announcement that the exam would be unproctored, more than 3 months since they actually flipped the switch, and more than 9 months since I was told with little uncertainty that that was where it was going. 

*********************************

I wrote a post in February 2022 outlining my attempt to use the newly unproctored AIIM CIP exam to "renew" my "certification". (The quotes are because, absent a proctored exam, in my considered professional opinion the CIP is now a certificate program, and certificate programs do not require renewal. Yes, there are standards for certificate programs as well.) In it, I noted that I hadn't received the promised "recertification email that you’ll receive closer to your renewal date." I updated that post on Mar 2 to note that I still hadn't received it.

On April 30, exactly 30 days out from my renewal date of May 30, I sent another email and got a response to the effect that CEUs would be allowed for renewal, but no details were readily available yet (confirmed, the renewal verbiage on the AIIM website hasn't changed since Feb 10) and that I could either take the currently unproctored exam or do CEUs. In both cases, the price is $150, and the person I talked to knows (or should know) that I am currently an AIIM+ Pro Member. I take this to mean that there is no longer a member discount for renewal, even though the Stay Certified tab still references the member discount. If this is not the case, and I just overpaid by $15 as a result of using the link AIIM sent, I'll update this post. Note that I still haven't received any sort of automated reminder and as of this writing I'm 19 days out from expiration. 

I had some time last week so I decided to attempt the process again. The verbiage still hasn't been updated on the Stay Certified tab to allow renewing CIPs to pay the reduced exam fee for renewal, so it's still a "reach out to hello@aiim.org and ask" manual process. 

Last week's email response included the following: If you would like to take the currently unproctored exam you can pay for your renewal here (link to the renewal-priced exam; since AIIM didn't post it I won't either) we will then add the exam into your Northpass (AIIM+) profile. As promised, the exam appeared in my profile, listed after the AIIM21 sessions and before the CIP Study Guide courses. 

Aside: I meant to test whether you had to have an AIIM+ or AIIM+ Pro account in order to be able to access the exam. I'll get confirmation of that next week when the person who runs that is back in the office. I know when I canceled my AIIM+ Pro subscription for a day or so, it immediately removed all access to AIIM training - my "CEUs", the courses I'd completed, the certificates, everything, so I wouldn't be surprised if membership was now basically a requirement. Once I confirm one way or the other I'll update this post. 

Update 5/12/2022: I canceled my sub, and have no courses, and no learning paths, but I still do have access to the CIP exam. 

I clicked the View button, and it opened up an interface similar to other AIIM+ Pro resources. Interestingly, the domains were listed, but in reverse order, and Domain 1 was renamed from Creating and Capturing Information to Creating, Capturing, and Sharing Content. The other four domains remained the same. 

I clicked the Start Course button, and the description noted that it's 100 questions, and will take about two hours, but "Luckily, there's no time limit!" It also references the renewal requirement to retake the exam, so this will presumably need to be updated as well if the reversion to allow CEUs does happen. It also references AIIM's arbitrary change to the passing score from 60%, which was derived using psychometrically valid modified Angoff scoring, to 70%, which, again, was an arbitrary value. So much for Peggy Winton's and AIIM's concerns about the CEU renewal process being arbitrary. 

I clicked the Continue button, and the first question appeared. Because it's not proctored, I can tab out to the study guide or any other resources. More importantly, I can copy & paste questions from the test interface: 

1 of 100

Which is the most significant challenge to [rest of question removed so *I* am not contributing to the compromise of the exam]?

Or take screenshots and sell the questions to one of the many cheating cheatery cheater websites. Or get help from someone else. Or have someone else take the exam for me. 

It looks like the exam was made harder in another way. Many of the exam questions were multiple choice multiple response constrained, e.g., "Select two". It looks like all of those were rewritten to be "Select all that apply." Multiple response questions are already harder than single response; removing the constraint just makes them harder still. In addition, you are allowed to provide only one answer to a multiple-response question - which I did inadvertently by clicking Next Question too fast - and, importantly, there is no way to go back to a previous question. 

It appears that at least some of the questions have been edited as well - for example, I saw one that only has 3 response choices, and I don't recall there being so many 5- and 6-choice questions on the exam.  

When I clicked Continue after the final question, I got my score (88%, but I was trying to get through it quickly....) and a list of every question with the correct answer and my answer. I could also toggle to show all possible answers, so again, I could absolutely capture this and make it available pretty readily. I would despise whoever does this, but AIIM's kidding itself if it thinks it won't happen.

Once you're done reviewing the exam, there's an option to "Retake quiz" which starts it over, and another Continue button. Hitting Continue returned this message: "Congratulations! You've passed the exam and are officially a Certified Information Professional." Clicking Continue led to another message, with links to add CIP to your LinkedIn profile (but it just loads the standard LinkedIn view) and to "Join the Super-Exclusive Online Community Group Only CIPs Have Access To!" This is the CIPs Unite group on the AIIM community. 

I retook it twice. I can't readily tell if the back end is using the two forms I'd developed or if it's an item bank, but I did see different questions and some of the same questions in different order so it's at least being randomized. 

When I clicked Back to My Courses, my courses completed had incremented to 51; the Certified Information Professional (CIP) Exam was listed at the top as 0 CEUs, but there is no direct link to the certificate in the main interface. 

I clicked the Retake Course in the CIP Exam course to see if I could access it there, and doing so apparently reset the course entirely! It now shows that it's not started, and I have to complete it all over again, despite having received an email from Peggy Winton and two from AIIM+ with links to view or download the certificate. Both of those links now take me to the start of the exam.


So there's definitely something off there - as you can see, I did complete the thing. 

I've been assured that my certificate and passing grade have been added to both the LMS and the marketing automation system, which then allows AIIM to track expiration dates. However: 
1) The CIP exam "course" still shows up as not started, as noted in the first screenshot
2) There still appears to be no way to display CIP status, expiration, etc. in the AIIM+ Pro interface, meaning that CIPs will need to contact AIIM directly to confirm, check renewal date, etc. 
3) I still have no way to get my certificate. Yes, I had the foresight to do it immediately, so I have a copy; that's not the point. The email AIIM sent me to allow me to download my certificate now takes me back to the start of the exam as described above. 
4) Since I still have yet to receive an email about my then-current expiration date of May 30, 2022, I don't trust AIIM's marketing automation system here at all. 

Update 5/24: Because I'm a completionist, I took the exam again, and passed, and can once again download my certificate...which now says my CIP date is today and my renewal date is May 23, 2025. Technically, I suppose this is correct - but I'd think this now means that I don't have to renew, or pay, until that date. So... if I take it again, say, December 31 of this year, will that reset my date again? In other words, as long as I keep retaking the exam, I can keep my CIP status for free...? 


May 6, 2022

MER22 - A Preview

Next week I'll be headed to the 30th annual Managing Electronic Records (MER) conference for the first time in three years. MER was one of the first conference casualties of COVID - I remember chatting with Seth Williams and Mike Salvarezza at AIIM20 in Dallas and they weren't yet sure whether MER20 would take place in person. As it happens, it didn't; MER had literally about 6 weeks to pivot. And no matter how good a virtual event is, it's just not the same as being there. I'm quite happy that this year's conference will be back to being in-person. 

MER is taking place in Indianapolis, IN, this year, the first time it's been held outside of Chicago. MER will also be available as a hybrid event. I'm not sure of the exact logistics of how that will work; I know that it's challenging to speak with a hybrid group because the cues and feedback loops are different. 

As is tradition, MER will offer workshops, but this year they will be held after the conference rather than before. Three postcons are available: a Certified Records Analyst (CRA) exam prep workshop, a comprehensive Certified Records Manager (CRM) exam prep workshop that includes the CRA content, and a workshop on IG policy drafting and wording. 

Speaking of workshops and training, there will be a big announcement at MER on that topic. I'll share more details once the announcement is official, but I'm incredibly excited about it and to be part of it!

Based on the conference website, it looks like a smaller event vendor-wise, with only 12 solution providers listed. I know a lot of vendors are still leery of travel in this age of COVID. 

Where AIIM listed all of their attendees in the Event Hub, it appears that MER requires people to proactively join the event community. 

I counted 40 educational sessions and 63 speakers. This is not uncommon for MER - in fact, in any given year the speaker-to-session average is a bit higher, nearly 2 to 1. End users are about 40% of the speakers, with the rest consultants and vendors, but even the vendors are generally well-known as speakers in the information governance space. I counted at least 4 ARMA Fellows and 5 AIIM Fellows among the speakers. 

Anyway, I feel incredibly fortunate to be able to go to another in-person conference, and to get back to the MER conference, which has always been a fantastic event. I'll post additional thoughts as warranted, especially after big announcements, and I'll do a post-MER recap as well. 

 

May 5, 2022

Blog Recommendation: Joanne C Klein

My next blog recommendation is Joanne C Klein, SharePoint MVP and founder of NexNovus, a Microsoft 365 consulting firm. She posts 1-2x/month, mostly on records management and retention topics. If this is an interest, I highly encourage you to check her blog out at https://joannecklein.com/

May 3, 2022

AIIM22: A Recap

After more than 2 years of COVID-related absence, the AIIM22 conference returned to Denver, CO last week. I had the pleasure and privilege to attend, and to participate in a couple of educational sessions. The weather cooperated, and everyone in attendance seemed genuinely happy and excited to be there. Attendance felt a little light - the sessions I attended had less than 30 people in attendance, and the expo floor was never particularly crowded.

As with any conference, I got the chance to catch up with a lot of my favorite people - and met a number of new favorite people! I'm particularly happy to have had the chance to meet two of the people I work with on my current client engagement. I've been working with them just over six months but this was the first chance we had to meet in person.

There were very few people wearing masks. Not zero, but very few. (I did not wear a mask.)

I thought I'd group my impressions into the good, the not so good, and the missing. So, with no further ado....

The Good

The sessions. While many of them were led by solution providers, most of those speakers were also subject matter experts in their own rights. I heard fantastic feedback about many of the sessions.

Denver! I'm obviously very biased here, but the weather generally held up (notwithstanding the 30+ mph winds on Friday) and it seemed like everyone had a good time in my adopted city. I hope AIIM will give very serious consideration to adding Denver to the regular conference location rotation.

The CIP reception. Glad to see CIPs get some recognition from AIIM - though see below.

Sponsor participation. While the expo floor was not excessively filled with booths, AIIM noted that the conference had sold all the available spots. In talking to the sponsors, many of them felt that, while there were fewer in attendance, those that were there were much higher quality leads compared to larger but maybe less focused audiences at other events. 

The awards. Congratulations again to Julie Harvey, Jed Cawthorne, and Ian Story for being inducted into the AIIM Company of Fellows. Aside - if you know of someone you believe is deserving of this honor, please reach out to me at jesse.wilkins@athroconsulting.com. Happy to share the requirements for eligibility, the nomination process, etc. and help with things like letters of support for deserving candidates. 

Catching up with everyone in person after a long 2+ years! 

The Not So Good

Attendance. I don't know what the final numbers will be from AIIM, but as of the close of the conference Friday, the Event Hub had around 480 attendees listed. I went through the entire list, and nearly half of those were speakers, sponsor staff, AIIM staff, AIIM Board members, or Fellows (and I deduped for those who fit multiple categories). 

CIP recognition. There was a listing of CIPs printed on the show floor, and CIP speakers were identified, but CIP attendees were not. While there was a CIP reception as noted above, there were no new CIP T-shirts; rather, AIIM made available the leftover T-shirts from previous years. There was no alignment of sessions to the CIP domains. All of this just a couple of years after AIIM talked about wanting to position the conference as "THE event for CIPs to attend" and the "CIP user event". Related....

The list of CIPs. This list was printed on two large AIIM blue boards, all but hidden in the back of the expo hall. The boards included almost 800 names; I'm pretty sure I recognized dozens of names that had lapsed before I left AIIM. That said, perhaps they all did renew in the last 8 months after having not renewed for over a year in some cases.... I don't have access to any sources that that list could be compared to, and AIIM hasn't listed CIPs on their website or in the community for years.

The mix of sessions. I took a shot at mapping non-keynote, non-preconference, non-networking, content sessions to the CIP outline and I ended up at the following. Note that a few sessions covered multiple domains, but I chose to pick the one I thought most relevant. By far the greatest number of sessions focused on automating governance and compliance: policies, records management, etc. There were very few sessions on process automation or ML/AI.

  • Creating & Capturing Information: 14
  • Extracting Intelligence from Information: 5
  • Digitalizing Information-Intensive Processes: 7
  • Automating Governance and Compliance: 31
  • Implementing an Information Management Solution: 15

The format of the "I'm Stumped" sessions. The descriptions made it sound like the main presenter was the one stumped and looking to crowdsource a solution. For example, "My organization uses both Microsoft and Box for file storage. Knowing we have to keep both options, what are some best practices for when, why, and how to use SharePoint, OneDrive, or Box? Concrete examples for standards and how-to guides would be a plus." Apparently the intent was for people with similar issues to bring THEIR challenges and crowdsource solutions, guided by the session lead.

The format of the "Ask Me Anything" sessions. Rather than having a microphone and allowing people to ask questions in person, attendees had to check into the app, then post their question to the app, then the moderator would read the question and the panelists would respond. Follow up questions went back into the queue in the app. As one attendee noted, "Good job of taking an in-person conference session and Zoomifying it."

The app. I think this was the same app used for AIIM20, and without a way for attendees to connect, chat, post pictures and reactions, etc., it's just about pointless. Yes, you can schedule 1-1 appointments with other attendees; not even close to the same. The event hub didn't provide the missing functionality either.

Vendor-led sessions. Several of them were pretty blatant pitches. I know this is a long-standing issue with vendors who just don't get it, but I'd love to see AIIM get serious about blacklisting those speakers who insist on selling from the podium. If they don't, I guess that's something for attendees to consider as well. 

The Missing

The future of CIP. I'd noted in my AIIM22 preview that I'd hoped that AIIM would share updates on the future of the CIP program and/or the current status of the CEO search. There was no update whatsoever on the future of CIP. Despite all the noises about "everything being on the table, if a CIP needs to renew this month, it appears it's the same "take the exam again" process that remains on the website. I say seems because I'm 28 days out from my renewal date and have yet to hear officially from AIIM as to the process. 

The future of AIIM. Peggy repeatedly made reference to her desire to "leave the party while she was still having fun", but no information was shared about where that process is. I was part of a discussion where it was disclosed that CEO interviews actively took place during the conference, but there was no official information shared about what's going on, the state of the process, etc.

Looking Ahead

At the closing keynote AIIM announced that the AIIM23 conference will be held in New Orleans, LA. I don't see it anywhere on the website yet, but I believe it will be towards the end of April again. I'm already excited! 

May 2, 2022

Blog Recommendation: Infotechtion

Infotechtion is an independent Microsoft and M365 consulting firm. Their blog is filled with detailed, in-depth posts covering all aspects of implementing and configuring M365 for compliance and governance. Many different team members contribute, each in their own areas of expertise, and the posts set a consistently high bar for value. 

Visit their blog at https://www.infotechtion.com/infotechblog. While you're there, you might want to check out the Resources tab. These are videos, eBooks, etc. and require registration to access but I've downloaded a number of their resources and always found them of value. 

May 1, 2022

Upcoming Industry Meetings, Webinars, and Podcasts - May 1-31, 2022

 Here are the IM/IG/RM-y webinars and chapter events I'm aware of for May 1-31, 2022. I don't have anything to do with them from a planning perspective, so please reach out to the individual event producers with any questions. I also don't get paid or get anything out of this other than the satisfaction of helping get the word out.  

5/2 - Doug Laney, Squeezing value from your data assets 

5/3 - ARMA Western Michigan, Information Governance Career Planning

5/3 - AIIM International, RM Coffee & Conversation - Best of AIIM22 Records Management Sessions (members only)

5/4 - ARMA Detroit, You're So Sensitive! Why IG and Data Privacy Should be Best Friends

5/4 - ARMA Greater Seattle, May the Fourth Be With You: Records Management - Doing it Solo

5/4 - Access Sciences, Deconstructing AI - A Deeper Dive into Common AI Solutions

5/5 - ARMA Alaska, Essential Negotiation Skills for RIM Professionals

5/5 - ARMA International, Poking Holes in Big Buckets 

5/7 - ARMA Triangle, After the Pandemic: What Every Information Governance Professional NEEDS to Know

5/9 - ARMA Greater Sacramento, 2022 Records Knowledge Conference

5/10 - ARMA Dallas, Public Speaking with Metrocrest Toastmasters

5/10 - ARMA Greater Chattanooga, Chapter Year-end Review. Send an email to scotty_swafford@bcbst.com

5/10 - AIIM International, Meeting the Challenge: M365 SharePoint Management (members only)

5/11 - ARMA Northern Colorado, Organizational Change and Records Management

5/11 - ARMA Metro Maryland, Lessons Learned from the Microsoft M365 User Group

5/11 - ARMA Jacksonville, The Information Circle: An Archival Approach to a Records Management Challenge

5/12 - ARMA Toronto, 3 Myths About Document Control

5/12 - AIIM International, Networking with WIIM - Summer Book Club (members only)

5/13 - ARMA Great Northwest Region, Virtual Conference

5/17 - ARMA Mile Hi Denver, Immigrant Secrets: Research & Privacy in Genealogy

5/17 - ARMA Mid-Michigan, Even in Death, There are Records (Cemetery Records)

5/17 - ARMA San Antonio, The Pivotal Role of Front End Digitization Workflows

5/17 - ARMA Northern Virginia, Blockchain and Bitcoin for RIM Professionals

5/17 - AIIM International, Meeting the Challenge - Email Retention (members only)

5/18 - ARMA Nebraska, Police Dogs - Take a Bite Out of Records

5/18 - ARMA Northeast Ohio, Cleveland Metroparks and Zoo Records Management Policy

5/19 - ARMA Metro New York City, 5 Steps to Get Your Firm's Information Governance Initiatives Off the Ground

5/19 - ARMA Greater Columbus, Spring Seminar

5/19 - ARMA St. Louis, Honing Your Written & Verbal Communication Skills

5/19 - ARMA Liberty Bell, 5 Steps to Get Your Firm's Information Governance Initiatives Off the Ground

5/24 - ARMA New England, Drafting Effective Information Management Policies - Workshop

5/24 - ARMA Chicago, Spring Seminar

5/24 - AIIM International, Canada - Coffee & Conversations: Information Bias (members only)

5/25 - ARMA Louisville, Records Reincarnation, Send an email to Lydia.mcgahee@texasroadhouse.com.

5/25 - Meru Data, Preparing for Incoming Privacy Laws: Building a Data Minimization Program?

5/26 - ARMA Milwaukee, Extend Your Vacation

5/31 - AIIM International, Meeting the Challenge - HIPAA Compliance (members only)

If you know of a webinar or podcast 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

Re: vendor/consultant-led webinars, I know that demos are quite educational, as are customer case studies - but they are generally too narrow (and self-serving) for me to list them. This is irrespective of source; AIIM/ARMA/MER/etc. webinars that are basically sales pitches won't get listed either. If you think yours will pass muster, contact me at jesse.wilkins@athroconsulting.com and let's talk.