Program Development

Information Management Program Design

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.


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:

  1. Information governance: IM accountability, policies, and job descriptions
  2. Information organization: Classification schemes, taxonomy, metadata, file naming conventions
  3. 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
  4. Information security: Information security classification, vital records identification and protection, disaster recovery planning, legal (or information) hold protocol for e-discovery
  5. Information preservation: Archival records identification and management


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:


  • 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


  • Classification schema and taxonomies
  • Retention schedules
  • Procedure and training manuals

Types of Projects



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Case in Point

That's A Lot of Records!
Often the requirement for a needs assessment is driven by a specific initiative being considered or an immediate problem to be solved, rather than a general desire to establish a corporate (or organization-wide) IM program. We had a client wanting to improve its management of a specific group of critical records – thousands of member files in paper, microform and digital formats containing hundreds of unique document types.
Assess, Plan and Schedule
Ergo reviewed the organization’s current practices for managing those records, compared those practices to best practices, and identified risks and areas for improvement. From there we developed a strategic plan with a focus on records storage and retention. The plan identified the operational, financial and technological requirements for implementing the recommended changes, improvements and enhancements in the lifecycle management of the member records. Activities in the plan were classified as short term (next 6-12 months), medium term (next 12-24 months) and longer term (next 25+ months).
Step by Step Success
Implementation of the strategic plan enabled this organization to ensure its member records are properly identified, organized, accessible, protected and retained as long as necessary to meet operational and other requirements.
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