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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.
Copyright©2017AIIM.Allrightsreserved. 1
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.
Copyright©2017AIIM.Allrightsreserved. 2
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