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Rick Wilson 
Sherpa Software 
Information Governance 
for IT Professionals
Big 
Hardware 
Big 
Software 
Big 
Networking 
Big 
Data 
1980’s 
1990’s 
2000’s 
2010’s
The Importance of Information Governance 
Point 1. Information 
is a vital asset. 
Point 2. Information 
must be managed 
and governed. 
Point 3. Standard 
practices and 
policies are 
required for 
success. 
Point 4. 
Critical assets must 
be available to 
use. 
Ultimately, information is a corporate asset. Treat it like one!
How can IT support information governance?
Tip 1: Map out your program 
Information Governance impacts all areas of the organization 
A standard framework will help align expectations from planning through 
Understand 
& Assess 
Identify 
Stakeholders & 
Project Sponsors 
Understand 
Business 
Objectives 
Understand 
User Needs 
Inventory 
Information & 
Systems 
Identify IG 
Committee 
Participants 
Plan & 
Document 
Conduct 
Business Needs 
Analysis 
Document 
Needs & Budget 
Initiate 
Requests for 
Information 
Document CIGP 
Implementation 
Plan 
Communicate 
CIGP to Business 
Implement 
Form IG 
Committee & 
CIGP Kick-off 
Create Policies 
Mapped to 
Business Needs 
Implement 
Technology 
Provide CIGP 
Training & 
Communications 
Roll Out Changes 
to Existing Policies 
Manage 
Audit Policy 
Compliance 
Update 
Regulatory 
Requirements 
Update 
Technology 
Requirements 
Communicate 
Updates to 
Business 
Conduct Annual 
Review of CIGP 
CIGP® Framework 
implementation
Tip 2: Work from a project plan 
Implementing information governance can take months or years, stay on track with 
a project plan 
Tasks Due Date Owner Contributor(s) Completion 
Date 
Obtain executive level support and approval 
to proceed 
4/1/2014 GR TH, KS, RW 4/15/2014 
Identify stakeholders and key individuals, 
including in communications 
4/5/2014 GR RW 4/5/2014 
Develop Communications Plan 4/5/2014 GR N/A 4/1/2014 
Identify and document potential Information 
Governance Committee members, 
supporting roles and other contributors. 
05/13/14 TM RW, KS 5/22/14 
Conduct interviews and gather information. 6/1/2014 AG AG, TS, TD, CK 6/5/2014 
Conduct information inventory 7/1/2014 TD TS 6/30/2014
Tip 3: Do your research 
Look to industry leaders for advice on critical information governance 
issues 
http://www.arma.org 
http://www.aiim.org 
http://www.edrm.net 
https://www.isaca.org/Pages/default.aspx
Tip 4: Cooperate to succeed 
Successful programs require a partnership between IT, legal, records management and 
business
• Even though information governance is a set of 
standards and practices, your IG Program will be 
unique to your business. 
• Following implementation socialize the benefits of your 
information governance project to demonstrate the 
program’s success. 
Summary
Rick Wilson 
Twitter: @SherpaRick 
Email: rwilson@sherpasoftware.com 
Web: www.sherpasoftware.com

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Rick Wilson - Information Governance For IT Professionals

  • 1. Rick Wilson Sherpa Software Information Governance for IT Professionals
  • 2.
  • 3.
  • 4. Big Hardware Big Software Big Networking Big Data 1980’s 1990’s 2000’s 2010’s
  • 5. The Importance of Information Governance Point 1. Information is a vital asset. Point 2. Information must be managed and governed. Point 3. Standard practices and policies are required for success. Point 4. Critical assets must be available to use. Ultimately, information is a corporate asset. Treat it like one!
  • 6. How can IT support information governance?
  • 7. Tip 1: Map out your program Information Governance impacts all areas of the organization A standard framework will help align expectations from planning through Understand & Assess Identify Stakeholders & Project Sponsors Understand Business Objectives Understand User Needs Inventory Information & Systems Identify IG Committee Participants Plan & Document Conduct Business Needs Analysis Document Needs & Budget Initiate Requests for Information Document CIGP Implementation Plan Communicate CIGP to Business Implement Form IG Committee & CIGP Kick-off Create Policies Mapped to Business Needs Implement Technology Provide CIGP Training & Communications Roll Out Changes to Existing Policies Manage Audit Policy Compliance Update Regulatory Requirements Update Technology Requirements Communicate Updates to Business Conduct Annual Review of CIGP CIGP® Framework implementation
  • 8. Tip 2: Work from a project plan Implementing information governance can take months or years, stay on track with a project plan Tasks Due Date Owner Contributor(s) Completion Date Obtain executive level support and approval to proceed 4/1/2014 GR TH, KS, RW 4/15/2014 Identify stakeholders and key individuals, including in communications 4/5/2014 GR RW 4/5/2014 Develop Communications Plan 4/5/2014 GR N/A 4/1/2014 Identify and document potential Information Governance Committee members, supporting roles and other contributors. 05/13/14 TM RW, KS 5/22/14 Conduct interviews and gather information. 6/1/2014 AG AG, TS, TD, CK 6/5/2014 Conduct information inventory 7/1/2014 TD TS 6/30/2014
  • 9. Tip 3: Do your research Look to industry leaders for advice on critical information governance issues http://www.arma.org http://www.aiim.org http://www.edrm.net https://www.isaca.org/Pages/default.aspx
  • 10. Tip 4: Cooperate to succeed Successful programs require a partnership between IT, legal, records management and business
  • 11. • Even though information governance is a set of standards and practices, your IG Program will be unique to your business. • Following implementation socialize the benefits of your information governance project to demonstrate the program’s success. Summary
  • 12. Rick Wilson Twitter: @SherpaRick Email: rwilson@sherpasoftware.com Web: www.sherpasoftware.com

Editor's Notes

  1. At the end of the day, doing nothing is not an option. Information is a valuable corporate asset, and in some cases, it is your most valuable corporate asset. So, remember to govern that asset like you govern other assets to manage your risks.