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Career Path For Next Generation Records Manager
The document presents an overview of various professional certifications relevant for records managers, including AIIM's Certified Information Professional, Certified Document Imaging Architect, and Information Governance Professional among others. It outlines eligibility requirements, examination details, costs, and maintenance requirements for each certification, emphasizing the importance of these credentials for career advancement and organizational leadership in information governance. It also highlights the challenges professionals face in selecting the most suitable certifications amid many options available in the field.
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Career Path For Next Generation Records Manager
- 1. CAREER PATHFOR THE NEXT GENERATION RECORDS MANAGER San Jose State University October 1,2014 Presented by: Jim Merrifield, IGP, CIP, ERMs
- 2. Jim Merrifield, IGP,CIP, ERMs Director of Information Governance at FileTrail Co-founder of The Information Governance Conference (InfoGovCon) ARMA CT Immediate Past President Author of ARMA IGP Prep Course AIIM Education Partner
- 3. Which Certification ShouldI Choose? Earning professional certifications can help an information professional establish credibility, but choosing the most relevant ones from among the many available can be a challenge. – Jeff Whited, ARMA International
- 4.
- 5. What’s the Difference? Certificate Results from an educational process For both newcomers and experienced professionals Awarded by education programs or institutions Usually listed on resume Demonstrates knowledge of course content at end of set period of time Certification Results from an assessment process Typically requires some amount of professional experience Awarded by third party, standard-setting organization Typically results in a designation to use after one’s name (IGP, CIP, CRM, PMP, etc) On-going requirements in order to maintain – CEU’s
- 6.
- 7. CIP AIIMCertified Information Professional Developed in accordance with ISO Standard 17024 to ensure conformity to accepted procedures for individual certification programs Demonstrate your ability to bridge IT and business Keep your information management skills current and competitive Lead your organization into the world of social and mobile content
- 8. Domains Access/USE Capture/ManageCollaborate/Deliver Secure/Preserve Architecture/Systems Plan/Implement
- 9. Eligibility Requirements There are no mandatory requirements AIIM recommends candidates have a minimum of 3 years experience and increasing responsibility in one or more topical areas, or a Bachelor’s Degree in an information management-related discipline ( for example, library science, information technology, and information security) plus one year of experience It is not necessary to be a member of AIIM to take the exam
- 10. Test Theexam is available from Prometric test centers across the world and costs $265 USD You have 2 hours to answer 100 multiple choice questions You must score 560 (70%) or higher to pass the exam Upon completion, you will immediately receive the exam score report from the test center Upon passing, within 3-4 weeks, you will receive an email from AIIM that will include a link to access and download your Certification credentials and certificate and the Certified Information Professional logo For more information: http://www.aiim.org/Training/Certification/Get- Certified#sthash.AU7xEFgG.dpuf
- 11. Maintenance To maintaincertification, you will be required to recertify every three (3) years through one of two methods: 1. Retake the exam - the exam is updated on a regular basis (if you follow this route you will be required to pay the current exam fee at the time of the retest) 2. Take (and submit) 45 Continuing Education Units (CEUs) over a three-year period
- 12. CDIA+ CertifiedDocument Imaging Architect First global standard of competency and professionalism in the document imaging/records management industry Validates a professional’s level of expertise in the technologies and best practices used to plan, design and specify a enterprise content system
- 13. Domains Enterprise Content Management Capture Storage and Networking Security and Compliance Analysis, Design, and Implementation
- 14. Eligibility Requirements There are no eligibility requirements for this examination It is recommended that you have at least 2 years of relevant work experience
- 15. Test Skillsand knowledge measured by the exam are consistent with those of a professional with at least 24 months of on-the-job experience The exam is 100 questions and you are allowed 90 minutes A passing score is 700 (on a scale of 100-900) Exams are provided at Pearson VUE testing centers The cost is $293 USD For more information: http://certification.comptia.org/getCertified/certifications/cdia.aspx
- 16. Maintenance Maintenanceis not required.
- 17. CIPP CertifiedInformation Privacy Professional Five options: US, Canada, Europe, US Government We will focus on CIPP/US The CIPP/US credential demonstrates a strong foundation in U.S. private-sector privacy laws and regulations and understanding of the legal requirements for the responsible transfer of sensitive personal data to/from the United States, the European Union and other jurisdictions
- 18. Domains The U.S.Privacy Environment Limits on Private Sector Collection and Use of Data Government and Court Access to Private-sector Information Workplace Privacy State Privacy Laws
- 19. Eligibility Requirements You must become an International Association of Privacy Professionals (IAPP) member prior to testing The Certification Foundation exam is required for all first-time certification candidates. You must also pass the CIPP/US designation exam, which layers over the Certification Foundation Exam, resulting in CIPP/US certification
- 20. Test 90minutes 90 multiple choice Scoring is scaled Each correct answer is worth one point Cost $275 USD 70 minutes 60 multiple choice (ten of which are associated with scenarios Scoring is scaled Each correct answer is worth one point Cost $275 USD Certification Foundation Exam CIPP/US For more information: https://www.privacyassociation.org/certification/cipp_certification_programs
- 21. Maintenance Onceyou have earned your credential, you must meet two minimum requirements to maintain your credentialed status: 1. You must keep your IAPP membership—at any level—in good standing each year 2. You must fulfill at least 10 hours of continuing privacy education (CPE) per year
- 22. PMP ProjectManagement Professional Most important industry-recognized certification for project managers Globally recognized and demanded Demonstrates you have the experience, education and competency to lead and direct projects Recognition is seen through increased salary according to PMI Project Management Salary Survey
- 23. Domains Initiating the project Planning the project Executing the project Monitoring and controlling the Project Closing the Project
- 24. Eligibility Requirements OPTION1 A secondary degree with at least 5 years of project management experience, with 7,500 hours leading and directing projects and 35 hours of project management education OPTION 2 A four-year degree and at least 3 years of project management experience, with 4,500 hours leading and directing projects and 35 hours of project management education
- 25. Test ThePMP® examination is a 200-question, multiple-choice test You will have 4 hours to complete the exam You can take the test online or at a Prometric location Scoring is scaled Online cost for the exam is $405 USD ($555 USD non-member) Prometric cost is $250 USD ($400 USD non-member) For more information: www.pmi.org
- 26. Maintenance PMPcredential holder will need to earn 60 PDUs per three-year cycle
- 27. CRM CertifiedRecords Manager The CRM credential provides a strong foundation of core skills and competencies for the RIM professional, covering everything from general management principles, all aspects of recordkeeping from creation, management, control, storage and disposition, through in-depth areas of recordkeeping technologies. In addition, the CRM credential demonstrates your ability to apply and convey your knowledge to upper management, clients and other constituents.
- 28. Domains Management Principles and the Records and Information (RIM) Program Records and Information :Creation and Use Records Systems, Storage and Retrieval Records Appraisal, Retention, Protection and Disposition Technology Case Study
- 29. Eligibility Requirements The minimum qualifications for applying for the CRM are a college degree (four-year or bachelor’s degree) and one year of professional Records and Information Management (RIM) experience. One additional year of professional RIM experience may be substituted for each year of college (i.e. a high-school graduate with 5 years of professional RIM experience could apply). The minimum acceptable education is graduation from high school (completion of 12 grades) or equivalent (e.g. GED Certificate). Applicants must have at least one year of professional Records and Information Management (RIM) experience. Application fee: $100 USD
- 30. Test Thesix-part examination is divided into: Part I – Management Principles and the Records and Information (RIM) Program Part II – Records and Information: Creation and Use Part III – Records Systems, Storage and Retrieval Part IV – Records Appraisal, Retention, Protection and Disposition Part V – Technology Part VI – Case Studies Parts I to V each consist of 100 multiple-choice questions and are $100 USD each; Part VI consists of two 50 point case studies, each of which require an essay response, and is $150 USD The passing score for each exam is 70% You must pass Parts I – V before being eligible to take Part VI Exams are conducted at a Pearson VUE testing center, which has over 4,000 independent third-party testing centers worldwide. For more information: www.icrm.org
- 31. Maintenance Themaintenance cycle is 5 years . One hundred (100) “contact” hours of approved educational activity are required during each five-year period following initial Certification. For more information: www.icrm.org
- 32. IGP InformationGovernance Professional Strategic thinker Knows the ins and outs of his/her organization and its expectations. Knows when to drive out excess cost, mitigate risk according to tolerance level and when to actively use information for its business value Highly touted and respected person in the organization
- 33. Domains Managing InformationRisk and Compliance Developing IG Strategic Plan Developing IG Framework Establishing the IG Program Establishing IG Business Integration and Oversight Aligning Technology with the IG Framework
- 34. Eligibility Requirements OPTION1 Four-year degree Minimum three years of management or leadership experience in any of the following fields: RIM, law, compliance, audit, IT, privacy, or security Experience must include management of staff or overseeing the direction of work of a department, organization, function, or major project or initiative related to one of the fields above OPTION 2 Secondary degree Minimum 6 years of management of leadership experience in any of the following fields: RIM, law, compliance, audit, IT, privacy, or security Experience must include management of staff or overseeing the direction of work of a department, organization, function, or major project or initiative related to one of the fields above
- 35. Test 140multiple-choice question 2 hours and 45 minutes Exam can be taken Fall/Spring at Pearson Vue locations Cost is USD $599 For more information: http://www.arma.org/r2/igp-certification
- 36. Maintenance Certificationis awarded for a three-year period 60 contact hours in a 3-year cycle (this averages 20 hours/year - which is comparable to the ICRM's 100 hours in a 5-year cycle) 10 hours required in legal; 10 hours required in IT - remaining 40 hours are at the individual's discretion. Legal and IT change more rapidly than the other areas, so a minimum amount of continuing education is required
- 37. AIIM Certificate Courses Business Process Management Enterprise Content Management Information Governance Managing Records & eDiscovery in SharePoint 2013 Taxonomy & Metadata Electronic Records Management
- 38. ARMA Certificate Courses Essentials of RIM (Records and Information Management) Certificate Essentials of the Generally Accepted Recordkeeping Principles Certificate Professional Leadership Certificate Essentials of Information Governance Certificate
- 39. Optismo Certificate Courses SharePoint Information Management Fundamentals Best Practices in Solving Info Management Challenges CIP Prep Course Communication & Public Speaking IG & Records Management in SharePoint Information Governance www.optismo.com/education
- 40. Have YouDecided?
- 41. THANK YOU FOR ATTENDING. ANY QUESTIONS? Jmerrifield@filetrail.com 646-584-7687 @jimerrifield
Editor's Notes
- #13 CompTiIA’s CDIA+ certification is an internationally recognized credential acknowledging competency and professionalism in the document imaging/records management industry. CDIA+ candidates possess critical knowledge of all major areas and technologies used to plan, design, and specify an enterprise content system.
- #14 ECM Explain the proper uses of index, search and retrieval Explain the function and use of workflow Explain how collaborative capabilities are used Compare and contrast document presentation and output features Explain the purpose of content lifecycles Capture Select the appropriate input sources and methods – for example: Mobile, Fax, Barcode, RFID Implement document scanning technologies and processes Differentiate recognition methodologies and technologies Explain the purpose of metadata file properties Storage and Networking Explain the various storage media types and their associated properties Explain appropriate storage methods and their features Compare and contrast various storage strategies – Online, Offline, Onsite, Offsite Explain the basics of network connectivity and hardware solutions Security and Compliance Explain the basics of records management Explain different access security methods Explain various elements of network security Implement appropriate document and information security Analysis, Design and Implementation Identify the basics of project management Execute appropriate requirement gathering techniques Analyze collected data and validate client requirements Structure a solution design according to specified requirements Explain business continuity concepts Apply implementation and testing procedures
- #18 The IAPP (The international association of privacy professionals) is the largest and most comprehensive global information privacy community and resource. Founded in 2000, the IAPP is a not-for-profit organization that helps define, support and improve the privacy profession globally. When you earn a CIPP credential, it means you’ve gained a foundational understanding of both broad global and concepts of privacy and data protection law and practice plus you have knowledge of these components within your concentration: Jurisdictional laws, regulations and enforcement models, or rules and standards Essential privacy concepts and principals Legal requirements for handling and transferring data
- #19 1. Introduction to the U.S. Privacy Environment Structure of U.S. Law Enforcement of U.S. Privacy and Security Laws and theories behind those laws Information Management from a U.S. Perspective 2. Limits on Private-sector Collection and Use of Data Cross-sector FTC Privacy Protection HealthCare – HIPPA, HITECH, GINA Financial – FCRA, FACT Act, GLBA, Red Flags Rules, Dodd-Frank, CFPB Education – FERPA Telecommunications and Marketing 3. Government and Court Access to Private-sector Information Law Enforcement and Privacy – access to financial data National Security and Privacy – USA – Patriot Act Civil Litigation and Privacy – electronic discovery 4. Workplace Privacy Overview of Workplace privacy concepts and issues Privacy before, during and after employement 5. State Privacy Laws Federal vs. state authority Marketing laws Financial data Data security laws Data breach notification laws Anti-bullying laws
- #20 Bullet # 2 - It assesses understanding of fundamental concepts of privacy and data protection and covers common privacy principles and approaches, global data protection models, information security controls and online privacy protections. These practice areas are relevant to all privacy professionals regardless of legal jurisdiction, geographic location or practice specialization.