THE ARCHITECT OF YOU How To Build Yourself Into The Information Governance Champion Your Organization Needs

ESSENTIAL SKILLS & BEHAVIORS OF THE IG PRO ▪ Strategic Thinking -What's the Plan? ▪ Communication - What's the Message? ▪ Socialization - Who do we Need? ▪ Change Agent - How do we Change Behavior? ▪ Topography - Where is our Information? ▪ Linguistics - Can we speak IT/Legal/Business? ▪ Tailoring - What are the Metrics and how do we Adjust/Adapt?

STRATEGIC THINKING ▪ Define Your Program Vision and Goals ▪ Assess Where You Are ▪ Build A Map to Achieve the Vision

COMMUNICATION ▪ Identify the Audiences ▪ Develop Level Appropriate Messages ▪ Plan the Cadence ▪ Create Feedback Loops ▪ Commit to Dates for Communicating

SOCIALIZATION ▪ Hone Your Elevator Pitch ▪ Keys to Buy-In are Different for Different Stakeholder Groups ▪ Stay on Your Message ▪ Refine What Doesn’t Work, Repeat What Does Lowered cost for eDiscovery, less risk of over-producing, faster Early Case Assessment Understand where your PII lives, take steps to reduce risk Lowered cost for file share storage by remediating unneeded documents Apply retention schedule to electronic records, comply with published policies

CHANGE AGENT ▪ “Voice of the Customer” workshops give critical insight into problem opportunities ▪ Quickest way to effect desired change is to get people to realize they want the change ▪ “Tell ‘em what they told you” – Use their language in your program communication to speed buy in Findability Significant time wasted Content in multiple places, no clear referential source library Content must be duplicated across many system to support cross-system workflow Capture Too much paper and inefficiency Intelligent capture and digital signature must be expanded Collaboration Unable to collaborate externally Using hosted solution to share, but risks incurred if changes made and are not propagated Secure, externally facing portals, integrated with central repository critically needed Platform Concerns Inefficiencies stem from platform Poor performance globally Technical Operations Findability Finding documents & connecting people, using collaborative tools, is critical to key objectives Content is scattered all over the company in many sources Limited interaction between systems makes searching hard No enterprise taxonomy or search to reduce time wasted Content personalization stymied; reduced confidence in decisions Inaccuracies in people data Content deemed from an authorized source but contains misinformation, necessitates damage control & remediation Collaboration Efficiencies to be gained from: Improved internal and external document/content collaboration access to content with mobility external access to the intranet Corporate Communication

TOPOGRAPHY ▪ Understand where your content lives ▪ Understand the IG capabilities of the content repository ▪ Work with your IT & Business partners to plan to migrate or remediate content from repositories without Governance

LINGUISTICS ▪ Do you speak the same language as Legal, IT, the Business? Your Executive Sponsors? ▪ Translate your program messaging into the “language” of your stakeholders ▪ Enables deeper relationships in your organization

TAILORING ▪ Messages do not resonate with every audience ▪ “Measure twice, tell them repeatedly” ▪ Incorporate feedback from Communication Plan into revised messaging, audience and cadence

WRAP IT UP, SCOTT IG Champions - ▪ Think Strategically on Solving IG Challenges for the Enterprise ▪ Understand Stakeholder Drivers & Concerns ▪ Message Appropriately to All Audiences ▪ Know Where The Information Is & What the Technological Capabilities Are ▪ Enable the “Right” Info Gov Behaviors in the Org ▪ Tailor and Refine the Program

SCOTT MCVEIGH INFORMATION GOVERNANCE & COMPLIANCE PRACTICE LEAD (609)