Here is the outline for the AIIM Email Management Certificate Program. Access Sciences developed this course in conjunction with AIIM and the AIIM Education Advisory Groups.

Strategy. This one-day instructor-led course addresses the question, "Why email management?"  

• Introduction to EMM
• Business drivers and the case for EMM
• Roles and responsibilities for EMM
• Policies and procedures for EMM
• Tools and auditing the EMM program 

Practitioner. This two-day online or instructor-led course addresses the question, "what is email management?"

EMMP-1 – Introduction

• Introduction to email management
• Terminology
• How email works generally
• Basic principles for email management

EMMP-2 – Inside the inbox

• A tour of the email client
• Email information objects
• Email folders
• Managing the inbox

• Main messaging applications
• Main messaging clients
• Plug-ins
• Remote and mobile email access

EMMP-4 – The capture process

• Identifying which messages to capture
• Capturing messages
• Capturing metadata and attachments
• Capture and records management

EMMP-5 – Classification

• Introduction to classification
• Classification approaches
• Classification structures
• Automatic classification technologies
• Issues and strategies for automatic classification

EMMP-6 – Governance

• The email governance framework
• Email policy and processes
• Email roles and tools
• Email standards and audits

EMMP-7 – Security

• The email security model
• Digital signatures and encryption
• Content and attachment restrictions

EMMP-8 – Technologies

• Types of email management technologies
• Implementation models
• Selecting the appropriate solution(s)

EMMP-9 – Archival

• Storage vs. backup vs. archives
• Organizational archival approaches
• Personal archive files
• Archival considerations

EMMP-10 – Email and ECM

• ECM defined
• Capture
• Manage
• Store
• Preserve
• Deliver

Specialist. This two-day online or instructor-led course addresses the question, "How to develop and deploy an email management program?" It also includes several advanced modules on email and discovery, instant messaging, and alternatives to email among others.

EMMS-1 – Business case

• Introduction to the business case
• Benefits identification
• Making the business case for email management

EMMS-2 – The email management project

• Before the project begins
• Setting up the project team
• The project kickoff

EMMS-3 – The email management policy

• The policy development framework
• Research and analysis
• Drafting the policy
• Implementing the policy

EMMS-4 – Requirements

• Requirements definition and management
• Techniques for gathering requirements
• Requirements for an email management solution

EMMS-5 – Implementing email management

• Selecting the optimum solution
• Model office and pilot program
• The EMM rollout
• Post-implementation and benefits realization

EMMS-6 – Email preservation

• Introduction to preservation
• Preservation strategies
• Email preservation
• Media selection and considerations

EMMS-7 – Email and discovery

• Introduction to discovery
• Review of applicable case law
• The electronic discovery reference model
• Email discovery issues and strategies

EMMS-8 – Instant messaging

• Introduction to instant messaging
• IM and email
• Process approaches for managing IM
• Technology approaches for managing IM

EMMS-9 – Alternatives to email Introduction

• Blogs
• Wikis
• Really simple syndication (RSS)
• Other collaborative tools

EMMS-10 – Web-based email

• Survey of the main commercial providers
• Organizational vs. commercial webmail
• Managing web-based email

Master. This 4-day instructor-led course includes all of the Strategy, Practitioner, and Specialist modules listed plus the Master Case Study.