Planning, implementation and monitoring


Information and records are stored in many forms, including (but not limited to) digital documents, printed materials, microforms, e-mail, chat rooms, and Web sites.

Information can be structured or unstructured and can be created by internal or external sources.

Specific laws and regulations may require organizations to keep records of certain activities and transactions for a minimum period of time.

Activities may include, but are not limited to:

Identifying, classifying, evaluating, processing, storing, archiving, and destroying information and records

Managing how information is used to support decision-making, business processes, and digital services

Developing and promoting strategies and policies for designing information architectures, structures, and taxonomies collecting and storing evidence and information about business activities and operations in the form of records implementation of cataloging, metadata, indexing and classification systems standards and methods used to organize recorded information in order to ensure compliance with legal obligations. Information Management: Level 4.

Supports implementation of information and records management policies and standard practices. Oversees implementation of effective internal delegation, audit, and control mechanisms related to information and records management. Reports on the consolidated status of information controls for effective decision making. Identifies risks associated with the use of information. Recommends corrective actions when necessary.

Information Management: level 5.

Ensures that policies and standard practices for information and records management are implemented. Explains the benefits and value of information, both internal and external, that can be extracted from business systems and other sources. Reviews proposals for new changes and provides expert advice on information and records management issues. Assesses and manages information-related risks. Contributes to the development of policies, standards, and procedures for compliance with relevant legislation.

Information Management: level 6.

Leads and plans activities to disseminate and implement information management strategies and policies. Develops organizational policies, standards, and guidelines for information and records management. Provides definition of information needed to support the organization and develops information and records management processes. Determines the impact of legal, internal, and external regulations on the use of information within the organization and develops compliance strategies. Coordinates internal and external information resources to achieve specific business objectives.

Information Management: level 7.

Shapes and communicates information management strategy for the organization. Identifies, at the strategic level, the information needed to support business strategy and business functions. Directs information resources to create value for stakeholders. Responsible for compliance with regulations, standards, and codes of good practice related to information and records management.