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. 


April 25, 2022

AIIM22 - A Preview

This week marks the return of the AIIM conference in-person. This is my first AIIM conference since 2010 in Philadelphia that I'm not attending as a member of AIIM staff. And of course this will be the first AIIM conference since the world shut down due to COVID. I expect a lot of changes, and it will be interesting to see the final attendance numbers since so many organizations are still shut down for nonessential travel. 

With all of that as background, here is my preview of the AIIM22 conference, scheduled for April 27-29 at the Hyatt Regency Convention Center in downtown Denver, CO. 

Denver

The weather is looking fantastic - and I predict lots of sunburns! Here's my post on how to prepare for Denver weather. The word of the week is, "layers". 

Denver may not have the repution as a "foodie city" that some other cities have, but there are many hidden gems to uncover (and I wrote about some of them as well). We are definitely the place for beer drinkers, with more than 150 breweries just in the Denver Metro area alone. 

Masks are not currently required in the City of Denver; I haven't checked with the Hyatt, but I don't think they are required there either. There are likely still some shops, restaurants, etc. that require them as do healthcare providers. I will be bringing a mask with me just in case and strongly recommend that AIIM22 attendees do the same. 

General

The conference seems to be scaled down compared to years past. The sponsor prospectus encourages vendors to join 400 information professionals in Denver, which is down significantly from previous years. That's likely a recognition that COVID hasn't completely gone away, nor have the associated travel restrictions. I took a look at the attendees list, though, and it's quite impressive. 

The event app is live, as is the Event Hub; unfortunately, the CVent event app doesn't appear to have a way for attendees to network with each other except 1-on-1 messages and scheduled meetings. I vaguely remember the same issue with AIIM20's event app; this is unfortunate and a significant loss to the overall conference experience in my opinion. 

Sponsors

Among the 25 sponsors for AIIM22 are many of the industry standardbearers as well as some new names - well, new to me anyway. I did find it interesting that the sponsors include a couple of toolkit providers. 

All sponsors have at least one speaking session - more on that in the Content section below. 

I haven't heard any scuttlebutt about major announcement, but who knows? 

Content

There are a lot of sessions to choose from - more than 90 in total, and a wide variety of types of sessions. From the agenda

Over the last two years, you've attended plenty of Zoom sessions featuring speakers over PowerPoint. Why would you travel to an in-person conference for the same thing? Our sessions have been crafted to ensure group learning, collaboration, and problem-solving:

Here are some of the types of sessions I'm planning to attend. 

  • Speed Dating/Networking - groups of attendees with some interest in common get the chance to network and build or deepen relationships. This is my absolutely favorite thing about any conference. 
  • "Ask Me Anything How I Did It!" - speakers will hold court on a topic with which they have specific experience and expertise
  • "I'm Stumped" - speakers will have an opportunity to crowdsource solutions to their pressing problems
  • Customer Fireside Chats - these are case studies offered by sponsors and sound like facilitated interviews. 

The General Sessions, RoundTables, Customer Fireside Chats, and Solution Showcases are delivered or run by the sponsors. Many of these speakers have deep subject matter expertise across a variety of industries and types and sizes of organizations, so don't be scared off by the fact that it's a vendor-led session. 

I'm really interested to see how the closing keynote goes as a CIP panel has been added, comprised of five incredibly smart, talented, and experienced professionals. 

Finally, congratulations in advance to the professionals who will be enrolled in the AIIM Company of Fellows during the keynote. And thanks to AIIM for listing the Fellows that will be in attendance in the Event Hub! 

Aside: AIIM, can you please put the list of Fellows and recipients of the Order of Merit back on the website, or in the Community, or somewhere?

Open questions

AIIM's gone through a lot of changes in the last 12 months - some good, some ... interesting, and all depending on your perspective. Here are a couple of significant outstanding questions for AIIM - I think both are a possibility to be addressed at AIIM22, but AIIM is still less transparent than they could be so we may not see anything on either. 

1. Peggy Winton's replacement as CEO. It's only been 10 weeks since Peggy Winton announced it was time to pass the baton - that's no time at all for finding a replacement for a CEO. However, AIIM didn't post the actual opening or job description until March 25 - with a closing date of March 25. The AIIM website gave a little more time, until April 15, but still. To me that's at least a little suggestive that the search was a foregone conclusion - perhaps the replacement will be someone on staff or someone on the Board of Directors. This is wild speculation, of course, and I have zero insight as to how the search is progressing. But I will not be shocked or surprised if an announcement does come this week. 

2. The future of CIP. February was a busy month - AIIM also announced changes to the CIP program including making it an unproctored exam, allowing unlimited attempts to pass, and removing renewal through CEU as an option. I've written a number of blog posts about this, so I won't belabor it here. After significant blowback, AIIM announced that they were reconsidering and that "everything was on the table". They sent out a survey that just closed last week asking CIPs a number of questions about what they wanted to see in CIP. 

While I pushed the survey as hard as I could, I doubt they are going to get thousands of responses. I'd think therefore that it should be pretty straightforward to analyze the results, analyze suggestions I and others have made, and announce their plans for CIP at AIIM22. 

As I've previously written, the CIP exam has been compromised since the day it went live in an unproctored format, so any changes to return it to a proctored exam require that the exam itself be updated from scratch, and that's not a quick process. If they want the revised CIP exam live by Jan 1, 2023, they need to kick it off soonishly. I'd love to see an announcement to that end at AIIM22. 

I plan to have a recap post at the end of the week with my thoughts and observations about the event. I hope the conference meets and exceeds everyone's expectations and that we all come out of it refreshed and excited about the things to come! 

April 19, 2022

AIIM22 in Denver Part 3 - Preparing for Your Trip to Denver

Bordered on the west by the Rocky Mountains and on the east by the Great Plains, Denver's weather may not be what you'd think. While the moutainous areas can get dozens of feet of snow a year, most of what we call the Front Range is quite a bit more arid. And at 5,280 feet altitude above sea level, there's less oxygen and less atmosphere in general to protect you from that giant fusion reactor in the sky. With that in mind, here are some specific tips. 

Drink water. Now, drink some more. Well, when you get here. The altitude + the low humidity is going to dry you out - and if you drink alcohol, it just exacerbates it. 

Take it easy-ish. Altitude means less air pressure so you have to work harder to breathe. 

Go easy on the alcohol. Notwithstanding the Denver.org tip sheet below, alcohol doesn't "hit harder" in the sense that your BAC will be the same - but if you're also fatigued, dehydrated, and not breathing as well as at sea level, it will definitely feel like it does. 

Use sunscreen. You will burn very quickly here - and nobody looks good in beet red. 

Bring sunglasses. Again, very bright sunlight. 

Bring a hat or head covering of some sort. Did I mention the sunlight? 

Bring lip balm. Dry air & more sun = dry, chapped lips. 

Bring layers. I'll keep updating the expected weather on Twitter, but as of today, a week out, it's looking like daytime highs in the mid 70s to low 80s (22-28 C) and overnight lows in the upper 30s to upper 40s (3-8 C). The hottest time of day is around 3 - 6 pm and once the sun goes down the temperature falls pretty quickly. We're known to be a bit blustery wind-wise at times too. Not expecting any precipitation at the moment but again I'll keep updating as we get closer. 

Marijuana. Marijuana is legal for both medicinal and recreational use in Colorado, and there are dispensaries all over the city including just a couple of blocks from the Hyatt. However, it is still quite illegal at the U.S. Federal level, which means you can't take it into any Federal facilities...like airports. So if you want to partake while here, you do you, but don't try to take any home as a souvenir or you may find your stay extended in a decidedly less comfortable fashion. Also - watch the edibles, as many of them are sold in convenient multi-serving/dose packages. Be sure that you're clear on your expected dosage before you pound a 1-lb "green brownie" or bag of edibles gummi bears. 

Also, understand that consuming marijuana in public is still illegal under Colorado law, and the amount you can possess is limited to 1 oz I believe. I am not a lawyer nor law enforcement, and I will not bail you out if you fall afoul of the law, so if this is something of interest to you, do some looking into it.  

Preparing for the Mountains

All of these tips apply; in addition, once you hit around 8,000 feet in elevation, and that starts not that far west of Denver, you can get altitude sickness, and the temperature can drop quite quickly, and the chances of adverse weather, including snow and 50 mph/80kph gusty winds, rises. If you're planning on taking a day trip to the Colorado high country, whether for hiking or skiing or just sightseeing, do a bit of research on how to prepare including emergency preparedness. 

Most of these tips are common sense; for another take on them, Denver.org has some useful links. 

https://www.denver.org/about-denver/resources/high-altitude-tips/

https://www.denver.org/about-denver/resources/weather/

AIIM22 in Denver Part 2 - Places to Eat and Drink

 In pulling this list together, I relied on a couple of sources:

  • The annual Westword Denver Best of 2022 list. This is Denver's alternative weekly newspaper, and they evaluate Denver through lots of different filters (Best Corn(flake) Dog, anyone?). Note, however, that the writers are often a bit potty-mouthed in their writeups and elsewhere throughout the paper. In other words, click through those at your own risk; I've denoted those in my listings. 
  • Recommendations from other Denverites whose opinions I trust
  • My experiences living here for the last 40 years. 
I did make an effort to confirm that these are all still open, but I didn't check days/hours of service and restauranting remains a little...fluid. Hence inclusion of the website links - click through and call 'em. 

Denver is probably most well known for its green chili and "Den-Mex" cooking - and most notorious for its Rocky Mountain Oysters, a particular delicacy that I'll leave as an exercise to the reader. Colorado is also fairly well-known for its beef, lamb, bison, and trout. You can get other types of seafood here, but as Denver is 800+ miles from anything bigger than a reservoir....

Finally, we also have as many microbreweries per capita as anywhere in the country, and a growing distillery scene. 

Buckhorn Exchange - iconic Denver restaurant open since 1893. Steakhouse focused on wild game. 1000 Osage Street, Denver, CO 80204, walking distance.

Sam's No. 3 Downtown - HUGE menu, known for burritos and green chili.1500 Curtis Street, Denver, CO 80202, walking distance.

5280 Burger Bar - Burgers and fries - Best of Westword 2022. 500 16th St Mall, Denver, CO 80202, walking distance.

Nola Jane - Southern/soul - Best of Westword 2022. 1435 Market Street, Denver, CO, walking distance.

Los Cabos - Peruvian - Best of Westword 2022. 1525 Champa St, Denver, CO 80202, walking distance.

French 75 - French - Best of Westword 2022. 717 17th St, Denver, CO 80202, walking distance.

Water Grill - Seafood - Best of Westword 2022. 1691 Market St, Denver, walking distance.

Bistro Vendome - French - Best of Westword 2022. 1420 Larimer St, Denver, CO 80202, walking distance.

Rhein Haus - German - Best of Westword 2022. 1415 Market St, Denver, walking distance.

Guard and Grace - Steakhouse - Best of Westword 2022. 1801 California St, Denver, CO 80202, walking distance.

A5 - Steakhouse - Best of Westword 2022. 1600 15th St, Denver, CO 80202, walking distance.
Union Lodge No. 1 - Cocktails. 1543 Champa St, Denver, CO 80202, walking distance.

Stoic & Genuine - Seafood - Best of Westword 2022. 1701 Wynkoop St, Denver, CO 80202, 0.9 miles from Hyatt. 

La Fiesta Mexican - Mexican - Best of Westword 2022. 2340 Champa St, Denver, CO 80205, 0.9 miles from Hyatt.

La Popular - Mexican - Best of Westword 2022 2033 Lawrence St, Denver, CO 80205, 0.9 miles from Hyatt.

La Diabla - Mexican - Best of Westword 2022. 2233 Larimer St, Denver, CO 80205, 1.0 mile from Hyatt.

Aloy Modern Thai - Thai - Best of Westword 2022. 2134 Larimer St, Denver, CO 80205, 1.0 mile from Hyatt.

Uchi - Japanese - Best of Westword 2022. 2500 Lawrence St, Denver, CO 80205, 1.1 miles from Hyatt.

Three Saints Revival - Mediterranean - Best of Westword 2022. 1801 Wewatta Street, 1.1 miles from Hyatt.

Blake Street Tavern - Sports bar - Best of Westword 2022. 2301 Blake St, Denver, CO 80205, 1.2 miles from Hyatt.

Denver Central Market - Food hall - Best of Westword 2022. 2669 Larimer Street, Denver, CO 80205, 1.3 miles from Hyatt.

Redeemer Pizza - Pizza - Best of Westword 2022. 2705 Larimer St, Denver, CO 80205, 1.3 miles from Hyatt.

El Taco de Mexico - Mexican - Best of Westword 2022. 714 Santa Fe Drive, Denver, CO 80204, 1.3 miles from Hyatt.

Ohana Island Kitchen - Hawaiian - Best of Westword 2022. 2563 15th St, Denver, CO 80211, 1.4 miles from Hyatt.

Cerveceria Colorado - Taproom focused on beer pairings - Best of Westword 2022. 1635 Platte St, Denver, CO 80202, 1.4 miles from Hyatt.

Denver Beer Co.  - Taproom and beer garden - Best of Westword 2022. 1695 Platte St, Denver, CO 80202, 1.4 miles from Hyatt.

Bierstadt - Taproom and beer garden - Best of Westword 2022. 2875 Blake St, Denver, CO 80205, 1.6 miles from Hyatt.

Little Man Ice Cream - Premium ice cream. 2620 16th St, Denver, CO 80211, 1.6 miles from Hyatt.

Mockery Brewing  - Brewery. 3501 Delgany St, Denver, CO 80216, 2.3 miles from Hyatt.

Ironton Distillery - Distillery 3636 Chestnut Pl, Denver, CO 80216, 2.5 miles from Hyatt.

Diebolt Brewing - Brewery. 3855 Mariposa St, Denver, CO 80211, 2.6 miles from Hyatt.
This one is significantly further away but it is definitely an experience.
The Fort in Morrison - Wild game steakhouse. 19192 Highway 8, Morrison, CO 80465, 20 miles SW of Denver.

AIIM22 in Denver Part 1 - Things to See and Do

This is more focused on shopping and other activities, though many of the locations listed do have bars, restaurants, etc. in them or nearby. I'll pull together a separate post on eating and drinking establishments. 

Touristy Things - Walking Distance

These are things within about a half mile/1 km of the Hyatt Regency conference hotel. 

16th Street Mall - this is a pedestrian mall starting 1 block away from the Hyatt. It's maybe a mile long, and filled with shops, restaurants, breweries, etc. There's also a free shuttle that runs up & down the Mall. 

Denver Pavilions - this is an indoor-ish mall, connected to 16th Street Mall. It's about 1 block northeast of the Hyatt.

Lower Downtown Historic District (LoDo) This is a historic entertainment district found north and west of the Hyatt. It comprises a number of city blocks and features shops, restaurants, and breweries. 

Larimer Square is another historic entertainment district that is considered part of LoDo.  1430 Larimer Street, about 6 blocks northwest of the Hyatt. Some fairly unique shops and restaurants, plus the Comedy Works comedy club and a disco! 

Tattered Cover - This is a unique Colorado independent bookstore with several locations in walking distance. 

The Denver Art Museum is a few blocks south of the Hyatt. 

The Brown Palace Hotel and Spa. A luxury hotel and spa that has hosted several American Presidents, it offers afternoon tea and other events.

Coors Field - Denver's Major League Baseball park, home of the Colorado Rockies. The surrounding Ballpark neighborhood is filled with breweries, bars, and restaurants. 2001 Blake Street, Denver, CO

Denver Selfie Museum - EXACTLY what it sounds like! 1531 Stout Street, Denver, CO 80202, 2 blocks northwest of the Hyatt .

Clyfford Still Museum - the only museum in the US dedicated to one of the founders of abstract expressionism 1250 Bannock Street, Denver CO 80204.

Touristy Things - You'll Need Transportation

Cherry Creek Shopping Center - Very upscale mall featuring 160 stores.

Cherry Creek North - Walkable district with shops & restaurants

Denver Museum of Nature & Science - as the name suggests. 

Denver Zoo - as the name suggests. 

Denver Botanic Gardens - as the name suggests. 

Downtown Aquarium - Aquarium and restaurant in downtown Denver.

McGregor Square - Newish sports entertainment venue near Coors Field.

Evergreen - Picturesque town in the foothills of the Rocky Mountains.

Golden - Historic mining town in the foothills of the Rocky Mountains.

Red Rocks Amphitheater - Natural amphitheater in the foothills of the Rocky Mountains.

The Beer Spa - Part day spa, part taproom.

The Infinite Monkey Theorem Urban winery, 3200 Larimer Street, Denver CO 80205.

Stanley Marketplace - Shopping center in Aurora, CO, about 10 miles east of the Hyatt.

Dairy Block - Shopping and entertainment micro-district

Selfie Mirage - Selfie museum and gallery!

Denver's 8 art districts: https://www.denver.org/things-to-do/arts-culture/art-districts/

Sporting Venues and Events

Go to Ticketmaster, or do a search for your ticket vendor of choice. 

April 26, Ball Arena, Colorado Avalanche vs. St. Louis Blues (hockey)

April 28, Ball Arena, Colorado Avalanche vs. Nashville Predators

April 29-30, Coors Field, Colorado Rockies vs. Cincinnati Reds (baseball)

April 15, 2022

The Information Management Menu - April 2022

The latest issue of my newsletter is now available at https://mailchi.mp/46404bc7efe4/the-information-management-menu-april-2022. I welcome you to AIIM22 in Denver, CO, my adopted home town of 40 years, and offer some tips to prepare for coming to see us at the end of April! 

This issue features news from ISO, ARMA, and the ICRM, as well as a link to AIIM's CIP survey. It also includes a couple of recent blog posts including one of my most viewed and liked posts, on how to identify the ownership of information stores. And if you're delivering a presentation any time soon, I have some tips to tighten up your presentation so it's more valuable to your audience. 

You can subscribe using the big blue button at the bottom; I will only ever use your email to send you the newsletter, and you can unsubscribe whenever you like. 

Comments or suggestions? Contact me at jesse.wilkins@athroconsulting.com

Upcoming Industry Meetings, Webinars, and Podcasts - April 16 - May 15, 2022

Here are the webinars and podcasts I'm aware of for April 16 - May 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.  

Aside: I see a couple of multi-chapter presentations. If you're a small chapter struggling to find speakers, consider partnering with other nearish chapters. Don't limit yourselves to just your association - I used to see joint AIIM/ARMA meetings all the time, as well as ARMA/IIMC, AIIM/PMI, etc. Note also that multi-chapter virtual presentations don't have to be within the same state, region, etc. 

4/19 - ARMA Greater Kansas City, The Pandemic and the IG Profession

4/19 - AIIM, Meeting the Challenge - Knowledge Management (members only)

4/19 - ARMA Mile Hi Denver, Virtual Spring Seminar

4/19 - ARMA Atlanta, Alexa - Can You Delete My Conversations With You? Contact atlarma@gmail.com for an invitation.

4/19 - ARMA North Dakota, Taking Your IG Program from Great to Exceptional

4/19 - ARMA Hawaii, The ICRM Goes Virtual: Application to Certification

4/19 - MER Sapient, How are Companies Really Using M365?

4/19 - CIGOA, IG Practitioner Salary & Compensation Survey Results

4/20 - ARMA Saskatechewan and ARMA Edmonton, Data Governance in an Information Management World

4/20 - ARMA Southern California Inland Empire, How Does RIM/IG Impact the Selection and Implementation of Technology

4/20 - ARMA Nebraska, Spring Seminar

4/20 - ARMA Golden State, Get Ready for the Office of the Future

4/20 - ARMA Fort Worth, IG and Privacy Management

4/20 - AIIM, The Perfect Storm Driving ECM Into the Age of Automation

4/20 - Colligo, How Financial Services Organizations Can Increase ROI of Microsoft 365 Business Investments

4/21 - AIIM Florida, Driving Transformation Past the Mountaintop

4/21 - ARMA St. Louis, A Day in the Life of the Information Manager of the St. Louis Zoo

4/21 - ARMA Indiana, Handling the 7 Deadly Stakeholders. Send an email to msfox@lilly.com for an invitation. 

4/21 - ARMA Arizona, Archives: History or Hoarding?

4/21 - ARMA Utah Salt Lake Chapter, Tour of the Diocese in Salt Lake

4/21 - ARMA Greater New Orleans, Preparing for Disasters

4/21 - ARMA, Building a Records Program from Scratch Part 4

4/21 - Iron Mountain, Covid-19 Lessons Learned: Preparing for the Norm of Uncertainty and Lingering Data Governance Impact

4/26 - ARMA Florida Gulf Coast, Establishing Organizational Governance to Expand Your RIM Program

4/26 - ARMA Lexington, Moving Your Organization Towards Compliance

4/26-27 - ARMA Houston, Spring Conference

4/27 - ARMA Saskatechewan and ARMA Vancouver Island, From Sludging Through ROT to Embracing Knowledge Management

4/27 - Earley & Associates, The Knowledge Management Imperative: Why KM is Essential for AI

4/28 - ARMA New England, Blending Empathy and Emotional Intelligence into your Information Governance Career Trajectory

4/28 - ARMA Liberty Bell, Back to the New Normal: A Multidisciplinary Look at Challenges and Solutions

4/28 - ARMA Austin, Crossing Over from RIM to IG

4/28 - ARMA, Building a Records Program from Scratch Part 5 (members only)

4/29 - ARMA Jacksonville, How to Handle Records Storage for a Successful Digital Transformation

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

5/3 - ARMA Western Michigan, IG Career Planning

5/3 - AIIM, Records Management Coffee & Conversations - 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 - Access Sciences, Deconstructing AI - A Deeper Dive into Common AI Solutions

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

5/5 - AIIM, Poking Holes in Big Buckets - the Impacts of Data Privacy and Security on Simplified RRS Odd, this one, because the description says it's an ARMA webinar. 

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

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

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

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

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, irrespective of the organization providing them. I know that demos are quite educational, as are customer case studies, but I also know that they are self-serving and, frankly, often aren't described as demos or product pitches. If you're a solution provider, I'll list your webinars on a case-by-case basis that will depend on the topic and speaker, and if you want to include a demo, please let me know so I can add "demo" to your listing. If you don't, and I get word that it was, you'll be off my list. If you're not sure, let's talk. 


April 13, 2022

Tips to Improve Your Presentations

Updated 4/18 with a really good point I overlooked - it's in the Your Content section below. 

It's conference season, and it looks like many events are returning to in-person get togethers. AIIM22 is April 27-29, followed two weeks later by MER 2022. Having sat through easily a hundred presentations in the last two years, and being a speaker myself with more than 400 presentations under my belt, I thought I'd offer some tips for a better presentation. 

These tips are not so much related to content as to how it's delivered. So the usual platitudes about knowing your audience and tailoring your message, engage your audience, etc. all apply but I won't belabor them here. Rather, I'll focus more on the mechanics and how not to lose your audience. Note that most of these apply whether a presentation is in-person or virtual. 

Be prepared. Again, I'm not talking about your content per se. Rather, I'm talking about the 24 or so hours leading up to your presentation. 

  • Know where you're supposed to be and at what time. That includes time to get set up, microphone attached, etc. 
  • Don't....um.... "impair" yourself the night before. An 8:00 am session sucks when you're hung over and dehydrated, and your audience will know. 
  • Drink plenty of water the day before, the day of, and have some with you if allowed. 
  • Practice, and time, your content. If you do this, you may be able to address some of my content points below proactively.

Technology. Have your tech squared away before you get there. In many bigger events, the tech will be provided for you and you just need to have sent your materials in on time. Also - meet your deadlines. If you use a Mac, have an HDMI converter. If you have an older, HDMI-challenged laptop, have an HDMI converter. Bring your own remote and extra batteries. Bring a printed copy of your materials in case things seriously go sideways. 

Your intro. I like to provide a long, glorious, verbose bio for the website and any advertising. The day of, the shorter the better - no more than name, rank & serial number, err, title and company. The attendees are there for your content, not your life story. If you've got the podium, you're going to get the benefit of the doubt for at least a few minutes, and once you establish rapport, your materials and your facilitation of the discussion should be the focus. 

Ditch the bio slide. Again, it isn't about you. 

Ditch the logo slides. Looking at you in particular, vendors and consultants. We know you've done work for 99.4% of the Fortune 100. So has everyone else. Similarly, ditch your solution/methodology slide. It's off-putting outside of a specific context and expectation. Put a link to a landing page in your Thank You or contact info slide, or add the solution/methodology slide at the very end AND DON'T CLICK IT. It's there if people want to see it. 

Provide some sort of an agenda. Doesn't have to be fancy, but help people understand where they are and where they are going. 

Your content. Get rid of half your slides. Seriously. Almost everyone puts way too many slides together, which generally leads to one of three outcomes: 

  1. You realize you're running out of time, so you skip some/many/most slides. And those tend to be at the end, and are often the entire point of your presentation. 
  2. You realize you're running out of time, so you start whipping through the slides just to get through them. 
  3. You DON'T realize you're running out of time, so you go over. WAY over. 

Bonus: in all three cases, you also don't provide any opportunity for people to ask questions. 

Which slides can you get rid of? Almost certainly your first few where you're level-setting. Want a pithy quote? Fine. But everyone at your presentation knows, e.g., from my world, "The amount of information continues to explode." "More information has been created in the last 10 minutes than in the first 100,000 years of human communications." "Up to 80% of information is unstructured." "A record is defined as (insert some overly technical explanation here)". Unless your audience is brand new, and I mean months of experience at most, they know all of that. They are there to talk about whatever the topic is. 

Take out insanely detailed tables, charts, or images that use 2-point font. Nobody can read them anyway, and you already knew that because you probably said something like "I don't know if you can read this, but..." 

As my colleague Karen Stanley reminded me, "Avoid reading your slides out loud, particularly if they're all text. There's nothing more boring. Put the details in a handout - they'll be more appreciated and useful - and focus on the most critical "so whats" in the actual talk." I don't know how I overlooked that one, but it's horrible to be in a presentation with a slide-reader. We read so much faster than we hear, that we're done reading before you're done talking - and now we're bored. 

In fact, if you're a "wall of text" PPTer, I suggest you change your approach. Use more images - I like photos, relevant ones, and I like a photo with maybe a title or a line of text. Your other 6 bullets are your talking points. By making this simple change, you can kind of keep reading from slides, except you're not. If you can't remember them all, you probably haven't practiced enough, but print them as notes. Make flash cards. Put them on your phone. 

If you mention additional resources - standards, books, etc. - consider adding one or more slides that list them with links. Don't read those slides to attendees, but let them see them and write them down or take pictures as appropriate. If you have a relevant book, white paper, etc. I think it's OK to list it, but not sell it from the podium or push people to your website to get it. If they want it, they'll figure out how to go get it. 

Your closer. Unless it's a keynote where you're not taking or expecting questions, leave some time for them. I generally prefer not to take questions during because there is a good chance I'll answer them later in the session, but if you do take them during, build time in for that, and still keep a couple minutes at the end as well. 

What tips would you give speakers to improve the sessions you're going to attend? 

Additional resources:

This video by Sanjeev NC called "Every Conference Presentation Ever" illustrates many of these points succinctly. Also, it's a long comment thread, but there are some amazing comments in there, including this one: 

Hilarious (because they're spot on)!!!

More gems:

  • Let's go around the room and introduce ourselves.
  • A big round of applause for...
  • Hmm, the demo doesn't seem to be working...
  • That's a great question:
  • Can we take it offline?
  • I'll answer it after the break.
  • Would anyone like to take a shot at answering it?
  • Please make sure you fill the feedback forms before you leave.

Similarly, Don McMillan offers his take on Life After Death by PowerPoint: 

https://www.youtube.com/watch?v=MjcO2ExtHso&t=153s

Here are some other great tips that will make you a better presenter: 

Top Eight Rules for Creating a PowerPoint Presentation, courtesy of the International Society of Pharmacoepidemiology: https://www.pharmacoepi.org/pub/?id=76a123f3-c419-8689-f823-a38e28f5fd02

Guy Kawasaki's 10-20-30 rule of PowerPoint: https://guykawasaki.com/the_102030_rule/

SlideGenius looks at the 10-20-30 rule 15 years later: https://www.slidegenius.com/blog/guy-kawasakis-10-20-30-rule-presentation

April 11, 2022

ARMA Forms Global Partnership with RIMPA

From the press release: 

ARMA International, the world’s leading membership organization serving professionals who manage and govern information assets and the Records and Information Management Professionals Australasia (RIMPA), the longest serving peak body for industry practitioners in the southern hemisphere announced today a Global Partnership to better serve the information management profession worldwide.

The global partnership between these two leading worldwide organizations will provide many benefits to their collective 7,000 members who will now have the opportunity for joint membership in both organizations; access to reciprocal resources including communities and professional development, education and certifications; and advocacy for the information management and information governance profession.  Together the two organizations will work together to provide a unique perspective on global information issues.

I've known of RIMPA for some time, I think from when I was attempting a distance learning degree from RMIT University in Melbourne. I do think it's interesting that ARMA notes they represent almost 5,000 professionals; I'm pretty sure I saw that number at "almost 6,000 members" as recently as last month. 

Looking forward to seeing what comes of this new partnership. 

ISO Releases New Standard on Governance for AI

 The International Organization for Standards (ISO) has announced the availability of ISO/IEC 38507:2022, Information technology — Governance of IT — Governance implications of the use of artificial intelligence by organizations. From the abstract: 

This document provides guidance for members of the governing body of an organization to enable and govern the use of Artificial Intelligence (AI), in order to ensure its effective, efficient and acceptable use within the organization.

For more information, or to purchase, visit https://www.iso.org/standard/56641.html

April 10, 2022

Karl Melrose: Records Management Standing on its Own

Karl has another fantastic post here, making the case that records management can improve organizational business outcomes, and that we should make that case rather than falling back on compliance. 100% agree; I would add that effective records management practices that support business outcomes will also tend to meet the compliance requirements. There may be some tweaks around the edges for particular regulatory requirements, but an effective program will dot most of those i's. 

Read the entire thing: https://metairm.substack.com/p/records-management-standing-on-its?s=r


April 7, 2022

The Origins of the ICRM, By Steven D. Whitaker, CRM - April 2022

Long-time CRM Steven D. Whitaker has written a great, succinct post about the origins of the Institute of Certified Records Managers (ICRM). In the post, he traces the history of the ICRM, and the CRM program, from the events that led to the need for an exam and a certifying body, to its establishment in 1975, and some of the seminal events in its history since then. If you're a CRM, CRA, or just interested in the history of a key contributor to the information management industry, I highly recommend it. 

April 4, 2022

Staffing the CIP Program at AIIM

As I posted earlier, AIIM sent out an email last week summarizing the CIP Town Hall on March 18 and providing a link to a survey. One of the lines in the email jumped out at me: 
It is the intention of the AIIM staff to continue to develop the CIP curriculum and examination with regular updates. Two members of the AIIM team have been tapped for content development and CIP lifecycle management."
I reached out to AIIM to learn who those two members were, and was informed that it was Peggy Winton and Theresa Resek. For Peggy, I find this a little odd, given that Peggy has already announced her intention to step down as President, unless the thought is that she would remain on staff in some capacity. 

When I left AIIM in August 2021, Theresa was already running the Market Intelligence program full-time, including webinars and managing the production of AIIM's research papers, eBooks, and other assets. She was also managing the production of AIIM+ Pro training modules. I have nothing but the utmost respect for her experience, her attention to detail, her time management, and her willingness to do what is necessary to get things done. 

But I think CIP needs a full-time person. The work needed just this year, to update the now-compromised CIP exam and related study guide and training materials, will require significant resources. That's before any awareness, partnerships, marketing, outreach, or anything else I posted in my list of suggestions

And if, as AIIM also stated in that email, 
The body of knowledge upon which the exam is based and the exam question set should be updated on a regular basis.
those become an ongoing effort, and that's before figuring out how to address the actual exam form construction, test validation, score setting, etc. The paragraph above continues, 
Efforts in this regard have begun at the staff level and will be expanded to include select CIP content advisors in this calendar year.
So again, I don't know where Peggy and Theresa will find the time to do that in the short term, i.e. this calendar year. If Theresa is doing CIP on the more or less full-time basis it will require in the short term, I wonder what AIIM's plans are for Market Intelligence and AIIM+ Pro...?

I do think that having a body of CIP content advisors is a fantastic idea, but they will require care and feeding as well, as even the best-intentioned volunteers will run into issues with work, and life, and other things that get in the way.