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,...

ECM Strategy Change Register

Use this tool to document sources of change and identify approaches to change management for change initiatives relating to each ECM capability when building your ECM roadmap.

ECM Capability Governance Charter Template

The purpose of this template is to assist in the creation of your ECM capability governance charter. The template will help you identify and define the capability...
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