Right-Size the Governance Model for Your ECM Program – Phase 3: Plan the Next Release of Your ECM Governance Model

This phase of the blueprint, Right-Size the Governance Model for Your ECM Program, will help you set the metrics and roadmap that will improve your ECM program over time.

ECM Metrics Planning Tool

Use this tool to capture the metrics that will be used to measure the performance of your ECM program and actions in response to measurements.

ECM Governance Roadmap Tool

Use this tool to determine the work initiatives you will use to build and maintain your ECM governance program, and plot the initiatives in a comprehensive roadmap.

ECM Governance Communication Tracking and Planning Tool

Use this template to document the communications related to the ECM governance program.

ECM Taxonomy Designer Tool

Use this tool to develop a content taxonomy and assign access permissions as part of your ECM strategy. The tool will assist you in defining level 1, level 2, and level 3...

ECM Strategy Development Project Charter Template

This template will assist in the creation of your ECM strategy roadmap development project charter. Use this template to document efforts related to structuring your ECM...

ECM Strategy Operational Assessment Elicitation Guide

​This template will assist you in gathering information from stakeholders during the ECM operational assessment project phase of the Develop an ECM Strategy and Roadmap...

ECM Strategy Roadmap Creation Tool

Using a five-step process, this tool will assist you in creating a comprehensive roadmap that will address improvement opportunities and realize your visions for the...

ECM Content Audit Tool

Use this tool to conduct a content audit as part of your ECM strategy. The content audit will prepare you for the next stages of your information architecture planning:...

ECM Information Governance Policy Templates

Use the ECM Information Governance Policy Templates when executing policies for site design, taxonomy and naming, metadata, folksonomy, content asset design,...
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