Copyright © 2012-2021 The Ergo Group Inc. All Rights Reserved.
Program Development
Creating the Framework for Effective Information Management
We will create, revise or update the tools, business processes, reference materials and other core elements you need to apply best practices to the lifecycle management of your organization’s recorded information, from creation to destruction/archiving.
Situation
Organizations at any stage of developing an information management program, including creating, expanding, updating or fine tuning, need a set of policies, procedures and tools to formally establish their IM practices.
Designing your IM framework means applying the discipline of records and information best practices to how your organization handles documents, records, and information regardless of physical format (paper, digital/electronic or microform). This framework includes five general categories:
- Information governance: IM accountability, policies, and job descriptions
- Information organization: Classification schemes, taxonomy, metadata, file naming conventions
- Information storage, retention and disposition: Records appraisal (identifying operational, fiscal, legislated/regulatory and historical requirements for retaining information), records retention schedules, secure storage and disposition
- Information security: Information security classification, vital records identification and protection, disaster recovery planning, legal (or information) hold protocol for e-discovery
- Information preservation: Archival records identification and management
Solution
Program design is developing (or perfecting) the framework around which your IM program is structured, and includes all stages in the information life cycle, from creation to disposition.
IM program design includes policies, procedures, and tools to clearly articulate how information is to be organized, secured, stored, accessed, retained and preserved. Below are the types of deliverables we can provide:
Policies
- Information Governance
- Records retention
- Archival records
- Information Security
- Privacy
- Vital records
- Social media management
Procedures and Business Processes
- Record creation
- Records storage and retrieval
- Records disposition
- Legal holds
- Disaster recovery
Tools
- Classification schema and taxonomies
- Retention schedules
- Procedure and training manuals
Types of Projects
- Information Governance Framework
- Policies and Procedures
- Classification Schemes and Taxonomies
- Retention Schedule Development
- Legal Holds, Disaster Recovery, Vital Records
- Archives Programs