DAY 1:  IG BASICS CONCEPTS AND FUNDAMENTALS


Information Governance Concepts, Definitions, and Principles

  • The Onslaught of Big Data and the Information Governance Imperative
  • Defining Information Governance
  • IG Is Not a Project, But an Ongoing Program
  • Why IG Is Good Business

  • Failures in Information Governance

  • Form IG Policies, Then Apply Technology for Enforcement


Information Governance, IT Governance, Data  Governance: What’s the Difference?

  • Data Governance

  • IT Governance

  • Information Governance

  • Impact of a Successful IG Program

  • Summing Up the Differences

15 minute Q & A and Coffee & Study Break (students expected to read/review upcoming chapter, make note of questions)


Information Governance Principles

  • Accountability Is Key

  • Generally Accepted Recordkeeping Principles®

  • Assessment and Improvement Roadmap

  • Who Should Determine IG Policies?


20 minute Q & A and Coffee & Study Break (students expected to read/review upcoming chapter, make note of questions)


Information Governance Risk Assessment and Strategic Planning


Information Risk Planning and Management

  • Step 1: Survey and Determine Legal and Regulatory Applicability and Requirements

  • Step 2: Specify IG Requirements to Achieve Compliance

  • Step 3: Create a Risk Profile

  • Step 4: Perform Risk Analysis and Assessment

  • Step 5: Develop an Information Risk Mitigation Plan

  • Step 6: Develop Metrics and Measure Results

  • Step 7: Execute Your Risk Mitigation Plan

  • Step 8: Audit the Information Risk Mitigation Program

Strategic Planning and Best Practices for Information Governance

  • Crucial Executive Sponsor Role

  • Evolving Role of the Executive Sponsor

  • Building Your IG Team

  • Assigning IG Team Roles and Responsibilities

  • Align Your IG Plan with Organizational Strategic Plans

  • Survey and Evaluate External Factors

  • Formulating the IG Strategic Plan

20 minute Q & A and Coffee & Study Break (students expected to read/review upcoming chapter, make note of questions)


Information Governance Policy Development

  • A Brief Review of Generally Accepted Recordkeeping Principles®

  • IG Reference Model

  • Best Practices Considerations

  • Standards Considerations

  • Benefits and Risks of Standards

  • Key Standards Relevant to IG Efforts

  • Major National and Regional ERM Standards

  • Making Your Best Practices and Standards Selections to Inform

  • Your IG Framework

  • Roles and Responsibilities

  • Program Communications and Training

  • Program Controls, Monitoring, Auditing and Enforcement

Review and Discussion of Day One Topics

Day One Quiz


DAY 2:  IG BASICS


Information Governance for Delivery Platforms

Information Governance for E-Mail and Instant Messaging

  • Employees Regularly Expose Organizations to E-Mail Risk

  • E-Mail Polices Should Be Realistic and Technology Agnostic

  • E-Record Retention: Fundamentally a Legal Issue

  • Preserve E-Mail Integrity and Admissibility with Automatic Archiving

  • Instant Messaging

  • Best Practices for Business IM Use

  • Technology to Monitor IM

  • Tips for Safer IM

Information Governance for Social Media

  • Types of Social Media in Web 2.0

  • Additional Social Media Categories

  • Social Media in the Enterprise

  • Key Ways Social Media Is Different from E-Mail and Instant Messaging

  • Biggest Risks of Social Media

  • Legal Risks of Social Media Posts

  • Tools to Archive Social Media

  • IG Considerations for Social Media

  • Key Social Media Policy Guidelines

  • Records Management and Litigation Considerations for Social Media

  • Emerging Best Practices for Managing Social Media Records

15 minute Q & A and Coffee & Study Break (students expected to read/review upcoming chapter, make note of questions)

Information Governance for Mobile Devices

  • Current Trends in Mobile Computing

  • Security Risks of Mobile Computing

  • Securing Mobile Data

  • Mobile Device Management

  • IG for Mobile Computing

  • Building Security into Mobile Applications

  • Best Practices to Secure Mobile Applications

  • Developing Mobile Device Policies


Information Governance for Cloud Computing

  • Defining Cloud Computing

  • Key Characteristics of Cloud Computing

  • What Cloud Computing Really Means

  • Cloud Deployment Models

  • Security Threats with Cloud Computing

  • Benefits of the Cloud

  • Managing Documents and Records in the Cloud

  • IG Guidelines for Cloud Computing Solutions


20 minute Q & A and Coffee & Study Break (students expected to read/review upcoming chapter, make note of questions)


SharePoint Information Governance

  • Process Change, People Change

  • Where to Begin the Planning Process

  • Policy Considerations

  • Roles and Responsibilities

  • Establish Processes

  • Training Plan

  • Communications Plan


20 minute Q & A and Coffee & Study Break


Review and Discussion of Days 1-2 Topics

Final Exam

IG BASICS TRAINING

Syllabus (for Online Classes - Classroom is Compressed)

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Information Governance Training


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