ESTABLISHING THE RIM OFFICE

HOW TO GET STARTED,

HOW TO SUCCEED

GEORGE GOLDSMITH

IDC/KCI COMPLIANCE FORUM 9/17/08        

HOW TO GET STARTED, HOW TO SUCCEED

THE RIM OFFICE

THE RIM TEAM

EXTENDED TEAM, GOVERNANCE & COMMUNICATIONS

NEEDS ASSESSMENT

RIM PROGRAM PLAN

THE RIM OFFICE ...

ESTABLISHING THE RIM OFFICE

ONGOING MATTERS

REQUESTS FOR ALL THINGS IT

DEPOSITIONS

AMENDED FRCP

AD-HOC TO FORMALIZED RESPONSIBILITIES

FRAME YOUR RIM PROGRAM

FRCP

RIM STANDARDS

ELECTRONIC COMMUNICATIONS

SEDONA GUIDELINES

FEDERAL SENTENCING GUIDELINES

THE RIM TEAM ...

THE RIM TEAM

LEGAL

RECORDS MGR. / PROJECT MGR.

IT ARCHITECT

EXTENDED TEAM

COUNSEL (GC, REGULAR, OUTSIDE)

IT INFRASTRUCTURE & BUSINESS ALIGNED

RECORDS CENTERS

COMPLIANCE

BUSINESS AREA DEPARTMENT RECORD CHAMPIONS

MAP YOUR RIM OPERATING MODEL

SWIM LANE

KEY ACTIVITIES

RESPONSIBILITIES

KEY INTERFACES

EXTENDED TEAM, GOVERNANCE &

COMMUNICATIONS ...

GOVERNANCE SUPPORT MAP

EXECUTIVE SPONSOR

DELIVERY TEAM

BUSINESS LEADS

GOVERNANCE, RISK & COMPLIANCE

DEPARTMENT RECORDS CHAMPIONS

GUIDED COALITION

FOCUS ON IMPACT AND NEEDS OF STAKE-HOLDERS

DEFINE KEY MESSAGES

SEEK INPUT AND BUY-IN WITH YOUR EXECUTIVE SPONSORS

GUIDED COALITION

USE GOVERNANCE MAP

WORK WITH EXECUTIVE SPONSOR TO SCHEDULE MEETINGS

CONSIDER LEGAL MATTERS AFFECTING BUSINESS AREA

EXPLAIN IMPLICATIONS OF FRCP ON DEPARTMENT

GAIN INPUT & BUY-IN

NEEDS ASSESSMENT ...

NEEDS ASSESSMENT

CONSIDER PARTNERING WITH SME

BROAD ACCESS TO ORG CAPABILITIES

EDUCATES & PREPARES TEAM

BASIS FOR RIM PROGRAM

RIM PROGRAM PLAN ...

RIM PROGRAM PLAN

PRIORITIZE IMPROVEMENTS

FOCUS ON FOUNDATION

ADDRESS QUICK WINS

FIND SYNERGIES

FORECAST RIM PROGRAM COST

FRAME COSTS FOR PROGRAM

FOUNDATIONS

RE-MEDIATION

TECHNOLOGY

OPERATIONS

LEGAL COMPLIANCE & BUSINESS EFFICIENCY

RIM OFFICE

LEGALCOMPLIANCE

BUSINESSEFFICIENCY

HOW TO GET STARTED, HOW TO SUCCEED

THE RIM OFFICE

THE RIM TEAM

EXTENDED TEAM, GOVERNANCE & COMMUNICATIONS

NEEDS ASSESSMENT

RIM PROGRAM PLAN

THANK YOU