Here is the outline for the 2009 revision to the AIIM ERM Master Class. Access Sciences revised the course in 2008-2009 based on comments to the original 2006 edition, changes in the ERM landscape in the last 3 years, new technologies, and legal and compliance updates. We also tried to focus more on ISO 15489, ISO 26122, and other related standards.

Strategy Class. This course addresses the question, "Why ERM?". It is only offered as an instructor-led course and can be taken either standalone or as the first half-day of the ERM Practitioner and ERM Master Class.

Outline:
Introduction to ERM
ERM today
Business drivers and the case for ERM
Roles and responsibilities for ERM
Practitioner. This course answers the question, "What is ERM?" and is offered online and instructor-led. The instructor-led course can be taken as a stand-alone course or as the first two days of the ERM Master Class.

Outline:
ERMP-1 – Introduction
Terminology
Key ERM concepts
Records management principles

ERMP-2 – Creating and capturing records
Types of records
Determining what to capture
Approaches to capture
Capturing and managing physical records

ERMP-3 – Metadata
Metadata concepts
Metadata sources
Applying metadata to records
Automated metadata collection

ERMP-4 – Introduction to classification
Introduction to classification
Classification concepts
Classifications schemes
Classification categories

ERMP-5 – Developing classification tools
The records inventory
Developing a classification scheme
Developing a file plan
Developing a retention schedule

ERMP-6 – Classifying records
How to classify records
Autocategorization
Tagging and folksonomies

ERMP-7 – Search, retrieval and presentation
Search and retrieval concepts
Presentation and rendition
Annotation and redaction

ERMP-8 – Controls and security
Governance and instruments
Security and access controls
Audit trails
Encryption and DRM

ERMP-9 – Retention and disposition
Retention and disposition
Exporting and transferring records
Destruction of records
Post-disposition considerations

ERMP-10 – Records management technologies
Managing records without an ERMS
Technology options
Basic content services
Implementation models
Software certifications

ERMP-11 – Electronic records storage
Storage concepts
Storage technologies
Selecting the appropriate storage

ERMP-12 – Digital preservation
Introduction to digital preservation
Risk factors and issues
Approaches to preservation
The migration plan

Specialist. This course answers the question, "How do I implement ERM?". It is available online or instructor-led; the instructor-led course is available as a standalone course (infrequently) or as the second two days of the ERM Master Class.

Outline:
ERMS-1 – Preliminary investigation
Introduction to ERM implementation
Define the scope of the program
Key stakeholders
The program charter

ERMS-2 – Business analysis
The business assessment
The technology assessment
The program roadmap

ERMS-3 – Business case
Introduction to the business case
Elements of the business case
Benefits of the ERM program
How to develop the business case

ERMS-4 – Requirements
Introduction to requirements
Defining requirements
Requirements for an ERM system

ERMS-5 – Governance
The governance framework
Roles and tools
Standards and audits
The policy development framework

ERMS-6 – Designing the records system
Process design
Technology design
Support design

ERMS-7 – Implementation
The pilot and model office
Implementation and rollout
Change management

ERMS-8 – Post-implementation
Go-live and project closure
Benefits realization
Continuous improvement

ERMS-9 – Discovery and disclosure
Discovery and disclosure
Review of case law and issues
Electronic discovery reference model
The discovery plan

ERMS-10 – Enterprise ERM
ERM in the enterprise
Trans-jurisdictional ERM
ERM and enterprise IT

ERMS-11 – Emerging issues in ERM
ERM and email
ERM and mobile devices
Records management 2.0

Master Class. This course is available only as instructor-led. It consists of the Strategy, Practitioner, and Specialist modules as well as in-class case study activities.

You can find an up-to-date list of our scheduled courses at http://accesssciences.com/node/160.