Certified Information Professional Certification...

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RepresentativeActivities

CertifiedInformationProfessionalCertificationMaintenanceProcess

Thislistismeanttoberepresentativeonlyandisnotexhaustive.CIPsdoNOTneedtoprovideproofofattendanceatAIIMevents-AIIMhasaccesstothisinformationalready.CIPswillsimplyneedtolistthoseeventsintheform.

Fornon-AIIMevents,CIPsmustprovideproofofattendanceanddocumentationthattheeventis relatedtooneoftheareascoveredontheexam.Examplesofdocumentationincludebutarenotlimitedtobrochures,printedwebpageswitheventdescriptions,receipts,printedemailswitheventinformation,andcertificatesofattendance. ContactAIIMatcertification@aiim.orgifyouhaveanyquestionsastowhetheraparticularactivityqualifiesforcontinuingeducationunits.Tosubmittheseproofofattendanceanddetailspleaseuseouronlineform–SUBMITHERE

● Attendaconference,seminar,orwebinar:1creditpercontacthourofeducationalcontent.Socialactivitiessuchascocktailhoursorwelcomereceptions,keynotesonnon-informationmanagement-relatedtopics,orassociationgeneralmeetingsdonotqualify.

● Attendanassociationchaptermeeting:1creditpercontacthour.Therearenolimitstowhichassociationsqualify,howeverthecontentmustfallunderoneoftheareascoveredbytheexam.

● Attendacertificateprogram:1creditpercontacthour.CIPscanclaimcreditwhetherthecourseisdeliveredinpersonoronline.

● Attendemployer-sponsorededucationalactivity:1creditpercontacthourandcontentmustfallunderoneoftheareasoftheexam.Example:Annualworkplacesafetytrainingwouldnotcount.

● Attendformaluniversity-levelcourse:3creditspercoursecredit.Example:aCIP takesa3-creditcourseoninformationmanagement.TheCIPcanclaim9credits.CIPscanclaimcreditwhetherthecourseisdeliveredinpersonoronline.

● Attendvendor-developedor-sponsoredactivity:1creditpercontacthour.Contentcanbevendor-specificbutmustfallunderoneoftheareasoftheCIPexam.Forexample,aCIPattendsanERMSvendorbreakfastthatincludesadiscussionofthevendor'sproductroadmapandaproductdemo.TheCIPcouldnotclaimcreditforthenetworkingportionoftheeventbutcouldclaimcreditfortheroadmapanddemoportions.

● Developapresentation:2creditsperhouroffinalpresentation.Example:ACIPdevelopsa90-minutepresentation.TheCIPcouldclaim3.0credits.Creditwillonlybegivenoncefordevelopingaparticularpresentation.

● Deliverapresentation:1creditperhouroffinalpresentation. Example:aCIPdeliversa90-minutepresentation.TheCIPcouldclaim1.5credits.Creditmayberequestedforeachdelivery.

● Publishanarticleorbook:1creditperpageuptothemaximumof45credits.ContentmustrelatetooneormoreareasoftheCIPexam.AbookreviewofaCIP-relatedbookwouldqualify.

The next pages include the topic areas to consider when accruing CEUs.

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Certified Information Professional 2016 Update Outline

IntroductionThe2016revisiontotheCertifiedInformationProfessionalcertificationhelpsITandinformationmanagementprofessionalsdemonstratetheirabilitytosolveanorganization’sexistinginformation-relatedproblemsaswellasplanforthefuture.

Informationprofessionalscontributetothesuccessoftheirorganizationsbyhelpingaddressthefollowingkindsofinformationmanagementchallenges(bothon-premisesandinthecloud):

1. Ensureinformationisdynamicallydeliveredtostaffandcustomers2. Improveinformationsharingandcollaboration3. Improveenterprisesearchandaccesstoinformation4. Continuouslyanalyzeinformationtoidentifynewbusinessopportunitiesandimprovements5. Ensureappropriateinformationsecurityandprivacycontrols6. Manageinformationandrecords7. Streamlineandautomateinformationintensiveprocesses

Thecertificationisdedicatedtoenhancingandpromotingtheprofessionofinformationmanagementbyprovidingthepremiercredentialintheindustry.TheCertifiedInformationProfessionalcertificationaccomplishesthismissionby:

● Establishingstandardsforprofessionalpractice● Creatingafair,valid,andreliableexaminationprocessbywhichprofessionalscandemonstrate

theirknowledgeandskill● Grantingcertificationtothosewhomeettheprogram'sstandards● Communicatingthevalueofthecredentialtoemployers,customersandpartners.

Abroadrangeofsubjectmatterexpertsidentifiedin2016theskillsandknowledgemeasuredbythisexamination,includingchangestotechnology,processes,andstrategiessincetheoriginalCIPexamwasreleasedin2011.Theseindustryexpertsdeterminedtheweighingofdomainsandensuredthattheweightingisrepresentativeoftherelativeimportanceofthecontent.

Belowisalistofknowledgeareascoveredonthis2hoursexam,butpleaseknowthatthebulletedlistsbeloweachobjectivearenotexhaustivelists.Otherknowledgeareasmaybeincludedintheexameventhoughtheyarenotspecificallylisted.Pleaseusetheseknowledgeareas/domainsasaguidewhenaccruingcontinuingeducationcredits(CEUs)towardsyourCIPcertificationrenewal --makingsureyoucoverallthetopicstosomedegree.

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Domain %ofExamination1.CreatingandCapturingInformation 20%2.OrganizingandCategorizingInformation 20%3.GoverningInformation 16%4.AutomatingInformation-IntensiveProcesses 10%5.ManagingtheInformationLifecycle 20%6. ImplementinganInformationManagement

Solution14%

Total: 100%

CreatingandCapturingInformation1. CreatingandCapturingInformationIncludesthefollowingmajortopicareas:

● Capture(broadly)● Documentimaging● Collaboration

a. Identifysourcesofcontenttobecaptured,

e.g.paper,microfilm,email,born-digital,legacysourcessuchasfileshares

b. Explainthechallengesassociatedwithmanagingdigitalinformation,e.g.determiningwhattocaptureandhow,thedynamicnatureofsomedigitalinformation,howformatsimpactcaptureandmanagement

c. Selecttheappropriatefileformatforcreatingandcapturingcontentbasedonbusinessrequirements,e.g.targetaudiences,accesstocontentovertime,regulatoryrequirements

d. Determinetheimpactofusingproprietaryfileformatsoninformationcreation,capture,andaccess

e. Identifyspecifictypesofcontenttocapturethatprovideuniquechallenges,e.g.email,socialmedia,forms,richmedia,anddeterminehowtocapturethem,e.g.usingadigitalassetmanagementsystem

f. Distinguishbetweenstructuredandunstructuredinformationandthedifferencesinhowtheyaremanaged

g. Determinemethodsforextractingandcapturingdatafromstructuredapplications

h. Determinemethodsforcapturingstructureddatausingelectronicforms

i. Developaprocessforcapturingcontent,e.g.whattocapture,approvals,audits

j. Determinestrategyforcapturingbackfile,e.g.day-forward,backfileconversion,on-

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demandandfactorsthatcontributetoeachk. Selecttheappropriatefileformat(s)for

capturedimagesbasedonbusinessrequirements,e.g.numberofpages,compression,needforWeb-basedaccess,needforpublicaccess,bandwidth

l. Identifyissuesassociatedwithfileconversion,e.g.betweenformats,fromdigitaltoanalog

m. Identifythesystemofrecord/systemofownershipforagiventypeofcontentorinformation

n. Identifythebenefitsandchallengesassociatedwithmanagingbothstructuredandunstructureddata,e.g.incasemanagementapplications

o. Compareandcontrastthecontentmanagementcapabilitiesofenterprisecontentmanagementsolutions,pointsolutions,andenterprisefilesyncandsharesolutionsandselecttheappropriatesolutionbasedonbusinessrequirements

p. Determineinformationmanagementneedsandissuesassociatedwithvirtualteams(e.g.synchronousvs.asynchronouscollaboration)

q. Identifyissuesassociatedwithsharingcontentacrossinternalandexternalorganizationalboundaries,i.e.betweendepartments,withcustomers

r. Identifyissuesassociatedwithlegacycollaborationapproaches,e.g.email

s. Identifykeyfeaturesrequiredforeffectivedocument-centriccollaboration,e.g.versioncontrol,workflow,audittrail

t. Determinethefunctionalityrequiredforparticularcollaborationrequirements,e.g.wikis,virtualconferencing,socialnetworking,VoIP,blogs,contentrating,recommendations

u. Determinewhetherandhowtoapplygovernancetocollaborationenvironments/artifacts

OrganizingandCategorizingInformation

OrganizingandCategorizingInformationIncludesthefollowingmajortopicareas:

Metadata

a. Describetheimportanceofinformationarchitecturetoeffectiveinformationmanagement

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● Taxonomies&classificationstructures● Search● eDiscovery

b. Identifyspecificbusinessbenefitsassociatedwitheffectivemetadatausage,e.g.lifecyclemanagement,securitymanagement,improvedfindability

c. Defineametadatastrategyandtheelementstoinclude,e.g.consistencyofmetadatamodel&vocabulary,metadatamaintenance,mandatoryv.optionalmetadata,metadataautomation

d. Describeandcomparedifferentmethodsforapplyingmetadatatoinformationobjects,e.g.manualdataentry,recognitiontechnologies,inheritance,workflow,analytics

e. Identifysourcesofmetadataandcompareand contrastthebenefitsanddrawbacksofgettingmetadatafromeachsource

f. Identifychallengesofsharing/propagatingmetadataacrosstoolsandsystems

g. Describemethodstoimprovethequalityofmetadatavalues,e.g.datavalidation,datamasking,controlledvocabularies

h. Identifyapproachestoautomatingmetadataapplicationandthebenefitsassociatedwiththem

i. Compareandcontrasttheuseofformalclassificationschemes,search,andnavigationandtheirimpactonfindability

j. Identifythebenefitsofdevelopinganddeployingathesaurusinsupportofsearchandclassification

k. Compareandcontrastvariousclassificationschemes,e.g.lists,trees,hierarchies,facets,systemmaps,folksonomies

l. Compareandcontrastdifferentapproachestoclassificationschemedevelopment,e.g.buyvs.build

m. Compare&contrastdifferentapproachestodevelopingclassificationschemes,e.g.thesaurus-basedvs.hierarchical,organizationalvs.matter/topicalvs.functional

n. Identifythestakeholdersforaformalclassificationscheme

o. Describeandapplytechniquesforautomatinginformationextraction,description,&classification,e.g.autocategorization,autoclassification,entityextraction,summarization

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GoverningInformation3. GoverningInformationIncludesthefollowingmajortopicareas:

● Informationgovernance● Security

a. Definetheconceptofdataandinformation

“stewardship”b. Identifytheethicalconsiderationsassociated

withnotfollowingacomprehensiveinformationgovernance(IG)program

c. Identifystrategicbenefitsofimprovedinformationmanagement,e.g.improvedengagement,processautomation

d. Definetheobjectiveofaninformationand/orinformationsystemsinventory

e. Identifydesiredinformationtogatheraspartofaninformationand/orinformationsystemsinventory

f. Gatherinformationaboutthecontextoftheorganization,e.g.jurisdiction(s)andnatureoforganization

g. Identifycurrentbusiness,legal,andotherrequirementsforIG,e.g.privacy,confidentiality,nationalsecurity,regulatoryrequirements

h. Describethepurposeofaninformationmanagementmaturitymodel

i. IdentifykeystakeholdersforanIGinitiativej. GainsupportfortheIGprogramfromsenior

Compare&contrastapplicationandenterprisesearchcapabilitiesCompareapproachesforimprovingfindabilityofenterprisecontent,e.g.metadata,consistentclassificationstructures,savedsearchesUsesfor,strengths,weaknessesandoverlapofusabilityofdifferentfindabilitymechanisms,e.g.keywordbasedsearch,typed-fieldsearch,semantictechniquesDefinetheissuesassociatedwithcollectinginformationfromsourcesnotowned/controlledbytheorganization,e.g.personaldevices,commercialsocialmediaplatformsProvideinformationfromavarietyofsourcesinresponsetorequests,e.g.litigation,audit,regulatoryinquiry,orFreedomofInformationAct-typerequirements

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managementk. EstablishIGroles&responsibilities,e.g.

champion,centerofexcellence,communityofpractice,IG-specificroles,IGsupportroles

l. EvaluateexistingIGstrategy,processes,documents,andtools

m. Developaframeworkforevaluatingandunderstandinginformationrisk

n. Identifytheroleofcontentqualityandcontentstandardsinaninformationgovernanceprogram

o. Identifykeyinformationmanagementconcepts,e.g.coretechnologiesandrelatedterms

p. Compareandcontrastdifferentinformationmanagementdisciplines,e.g.enterprisecontentmanagement,recordsmanagement,documentmanagement,knowledgemanagement

q. IdentifytheIGimplicationsforcross-border/cross-jurisdictionalstorageofcontent

r. IdentifytheIGimplicationsofcloudvs.on-premisesdeployment,e.g.costs,security,uptime,management/maintenance,lock-in

s. IdentifytheIGimplicationsofcommercialsocialmediaplatforms(e.g.Facebook,LinkedIn,Twitter),e.g.security,thirdpartycontrolofinformation,privacy,“liking”/sharing,ownership

t. IdentifytheIGimplicationsofmobileplatforms,e.g.security,BYOD,bandwidth,userexperience,accessibility

u. Identifykeyeventstobecapturedintothesystemaudittrail,e.g.changestocontent,changestosystemsettingslikesecurity

v. DevelopappropriateIGpoliciesandprocedures

w. Describekeyconsiderationsforusingsecuritytechnologieseffectively,e.g.redaction,encryption,digitalrightsmanagement

x. DescribetheimportanceofreviewingIGprogramwithseniormanagement

AutomatingInformation-IntensiveProcesses

AutomatingInformation-IntensiveProcessesIncludesthefollowingmajortopicareas:

BPMandworkflow

ArticulatetypicalreasonsforbusinessprocesschangeDistinguishamongdifferentbusinessprocess

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· Processanalysis scenariosanddeterminewhicharemostsuitedforchange

c. Describethebenefitsofformalbusinessanalysis

d. Describetheroleofthebusinessanalystinaninformationmanagementinitiative

e. Comparedifferentapproachestoinformationgathering,e.g.interviewing,processmapping

f. Developaflowchartusingbestpracticesandstandardmethodologies

g. Identifythelimitationsofflowchartingprocesses

h. Asktherighttroubleshootingquestionsandevaluateeachstepinanexistingbusinessprocess

i. Determinehowtoplanroutingoftasksorinformationusingaworkflow/BPMsystem,e.g.deadlines/timestamp,parallelprocessing,sequentialprocessing,viaAPI

j. Compareandcontrastmodelingandflowcharting

k. Distinguishbetweenprocessmodelingandexecutionandtheroleofstandards

l. CompareandcontrastworkflowandBPMtechnologies,e.g.routing,workflow,BPM,transactionalcontentmanagement,casemanagement

m. Identifyandcomparevariousapproachestoworkloadbalancing

n. Describethebenefitsofformalprocessmonitoring

o. Identifydifferentmetricstocaptureandoversee

p. Distinguishbetweenon-demandandautomatedreporting

ManagingtheInformationLifecycleManagingtheInformationLifecycle

Includesthefollowingmajortopicareas:RecordsmanagementKnowledgemanagementRetention&dispositionofallinformationDigitalpreservation

IdentifythestepsintheinformationlifecycleCompareandcontrastthecharacteristicsofdatavs.documentsvs.recordsvs.knowledgeExplainthepurposeofcapturingandmanagingrecordsDistinguishbetweenrecordsandnon-recordsbasedonlegal,historical,administrative,andoperationalrequirementsDefinetheconceptofvitalrecordsandexplaintheirimportance

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f. Identifyandcomparesourcesofelectronicrecords,e.g.officedocuments,email,scannedimages,communicationstechnologies

g. Explainthechallengesassociatedwithmanagingdigitalinformation,e.g.determiningwhattocaptureandhow,thedynamicnatureofsomedigitalinformation,howformatsimpactcaptureandmanagement

h. Determinehowlongtoretaindifferenttypesofcontentbasedonlegal,regulatory,andoperationalrequirements

i. Describethepurposeofaretentionscheduleandtheelementsitshouldcontain,e.g.recordsidentifiers,retentionperiods,dispositioninstructions

j. Definelegalholdsandtheimportanceoflegalholdsintheinformationlifecycle

k. Compare&contrastdifferentapproaches todispositionofinformationbasedonthetypeandsensitivityofinformationandthetypeofmedia

l. Compareandcontrastapproachestoautomatingdisposition,e.g.automatedarchiving,scripting,workflow

m. Differentiatebetweenarchiving,backups,andactivestorage

n. Determineappropriatestoragetechnologiesbasedonbusinessrequirements,e.g.regulatoryrequirements,speedofaccessandretrieval,costs,openness,long-termaccessibility

o. Describehowfileformatandarchivingstandardsaffectlong-termaccesstoinformation

p. Selecttheappropriatefileformatandstoragemediatoensurelong-termaccesstoinformation,e.g.PDF/A

q. Identifypreservationriskfactors,e.g.formatobsolescence,media/hardwareobsolescence,mediadegradation

r. Identifyandcompareapproachestoaddresseachofthepreservationriskfactors,e.g.selectstandard/openmediaandfileformats,storageconsiderations,emulation,migration

s. Identifytheelementstoincludeinadigitalpreservationstrategy

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ImplementationPlanning6. ImplementationPlanningIncludesthefollowingmajortopicareas:

● Informationmanagement(IM)strategy

● Businesscase● Requirements● Systemdesign&implementation● Changemanagement

a. Determinetheimpactofaninformationmanagementinitiative,e.g.onwaysofworking,onbusinessprocesses,ontrainingandchangemanagementrequirements

b. Developaninformationmanagementstrategy,e.g.vision,keyperformanceindicators,criticalsuccessfactors,successmeasures

c. Identifytheroles&responsibilitiesrequiredforaninformationmanagementimplementationprogram,e.g.sponsor,champion,management,specialists,businessusers,others

d. Conductabaselineorganizationalassessment,e.g.businessandregulatoryenvironment,organizationalculture

e. Conductabaselinetechnicalassessment,e.g.existingenterprisearchitecture,systemlifecyclestage,enterprisearchitectureroadmap

f. Identifyexistinginformationmanagement-relatedsystemsanddeterminewhethertheycanbeused/expanded/improvedforaparticularinformationmanagementinitiative

g. Determinehowtoprioritizeareasinscope,e.g.byidentifyingquickwins,areaswiththebiggestpainpoint,areasmostreceptivetochange,platform,informationtype/class

h. Developaprojectcharterforaninformationmanagementinitiative

i. Developaninformationmanagementprogramroadmap

j. Compare&contrastmetricsfordeterminingthesuccessofaninformationmanagementinitiative,e.g.financial,non-financial,non-quantifiable

k. Determinespecificmetricsforaninformationmanagementinitiative

IdentifythestepstoincludeinamigrationplanDifferentiatebetweentacitandexplicitknowledgeandtheirimpactonaninformationmanagementprogramDefineandcompareapproachestoexpertiselocation,e.g.socialgraphing,analytics

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l. Developabusinesscaseforimprovinginformationmanagement

m. Determinethevalueassociatedwithimprovedinformationmanagement

n. Determinetherightapproachforbuyvs.buildforagiveninformationmanagementinitiative

o. Conductriskanalysisforaninformationmanagementinitiativeanddevelopariskmitigationplan

p. Determineallcostsassociatedwithaninformationmanagementinitiative,e.g.acquisitioncosts,maintenancecosts,one-timecosts

q. Determinetheroleofbusinessandsystemrequirementsinaninformationmanagementinitiative

r. Determinetheappropriatelogicalarchitectureforaninformationmanagementsolution,e.g.centralized,decentralized,federated

s. Designnewwaysofworkingwithinformation,e.g.collaboration,security,governance

t. Designrequiredinterfaces,e.g.configuration,forms,overlays,templates

u. Designsystemandcontentmigrationprocesses,e.g.datacleaning,dataconversion,qualitycontrol

v. Developplansforbusinesscontinuity/disasterrecoveryintheeventofamajordatalossorbreach

w. Developchangemanagementplanx. Developcommunicationsplany. Developtrainingplanz. Determineapproachesforcontinuous

improvementpost-implementation

TosubmityourCEU”sfromexternalsourcespleaseuseourform–SUBMITHERE