Doing Information Right™

The Three Sides of the Information Inventory Coin - Community Roundtable

If you’re reading this, then your to-do list probably includes tasks like updating your retention schedule, reducing paper, cleaning up your data stores, protecting privacy, boosting findability, etc. But you can’t do any of these things without first knowing what information you have and where it’s stored – which is why you need to start by conducting an information inventory and drawing a data map. This edition of the IG Community Roundtable will explores why this screamingly obvious bit of advice is so often (in our experience) given short-shrift, why the work is more than worth the psychic pain it can cause, and how to ease that pain for the people whose cooperation and input you need. * See our page on LinkedIn! * https://www.linkedin.com/company/infogovroundtable Your hosts: •  Steve Weissman - steve@hollygroup.com   •  Jesse Wilkins - jesse.wilkins@opensitysolutions.com  •  Donda Young - dlyoung@heliasconsulting.com © Steve Weissman • All Rights Reserved • www. hollygroup.com • 617-383-4655

Citation vs. Provenance, and Their Criticality to AI Success (with John Martin)

If you’re exploring, piloting, or implementing AI, take note of this critical distinction when it comes to ingesting and leveraging information: •  Citation: the information exists, and I can tell you where to find it •  Provenance: the information exists, and I can tell you where to find it, where it originated, and when it arrived Understanding the difference is foundational to getting practical value from AI, most instances of which cite their data sources but say nothing about whether those sources, or that data, is at all reliable. Join me and John Martin, Founder & CEO of RedFile Technologies, in this edition of Speaking Of, in which we discuss the meaning and ramifications of a LinkedIn post he wrote on the subject.* You really don’t want to miss it. – Steve Weissman - steve@hollygroup.com  – John Martin - john_martin@redfile.ai *Citation alert! "Why Citation Is Not Provenance" https://www.linkedin.com/pulse/why-citation-provenance-john-martin-obske/?trackingId=iTtM6kVT2Y1me1APTa5xrA%3D%3D) © Steve Weissman • All Rights Reserved • www. hollygroup.com • 617-383-4655

When Policy Documents Contain the Wrong Content (with Lewis Eisen)

Creating policy documents takes an awful lot of effort. But are we making it harder on ourselves than we need to? Lewis Eisen of Perfect Policies says “yes,” and you need to hear why. Spoiler: it’s because the people who should be focused on approving the policies spend too much time wordsmithing the user version – a job better left to those on the operational front lines. Have a watch and you’ll agree that it’s 30 minutes of pure gold. And if that’s not enough, there’s a free e-book in it for you as well! (See below.) -- The article that sparked this conversation: https://www.linkedin.com/pulse/policies-organizational-legislation-lewis-eisen-jd-cip-ken9e/ [https://www.linkedin.com/pulse/policies-organizational-legislation-lewis-eisen-jd-cip-ken9e/] -- Highlights: 3:51 On whether people should even be reading policies 5:56 On separating docs that communicate policies from those where the policies are formed 6:53 On “marketing” your policies to facilitate compliance 9:03 On separating oversight and operations 11:48 On AI as an example 12:56 On trusting the specialists you’ve hired 16:34 On policies’ true intention 18:00 On culture change 24:50 On working through mission, then values, and then strategy 28:38 On Lewis’ free new book “Why Are Your Rules Yelling At Me?” -- Get Lewis’ new book – downloadable for free! “Why Are Your Rules Yelling At Me?” https://lewiseisen.com/yelling [https://lewiseisen.com/yelling]  -- Steve Weissman - steve@hollygroup.com  Lewis Eisen - lewis@perfectpolicies.com © Steve Weissman • All Rights Reserved • www. hollygroup.com • 617-383-4655

Never Waste a Crisis! (with Cheryl Banke)

The most efficient and effective governance projects tend to be those that follow some sort of emergency: a breach, a lawsuit, a flood, etc. Hence the expression "never waste a crisis" – a phrase of which I was recently reminded by Cheryl Banke, CEO and Founder of Belvedere Consulting and my special guest in this episode of Speaking Of. Have a watch and let us know what you think as we discuss scenarios and recommendations regarding: - Paying attention to what's happening in the business  - Paying attention to what's happening in technology - Anticipating crisis points - Thinking beyond just records You'll be glad you did! -- Steve Weissman - steve@hollygroup.com  Cheryl Banke - clb@crmig.com © Steve Weissman • All Rights Reserved • www. hollygroup.com • 617-383-4655

Governance, Dashboards, and Audits (Oh My) - Community Roundtable

You know how important metrics are to doing governance right. (If you don’t, have a watch of our May 2025 Roundtable on the subject!) But simply collecting them isn’t enough; rather, you have to ensure they are viewable, analyzable, and actionable on an ongoing basis, and reportable in easily-digested ways to senior executives and external overseers. In practical terms, this means enhancing your dashboarding and auditing capabilities – twin requirements that are critical to the longevity of your program and are the subject of our next IG Community Roundtable. Join us as we dive into whys and wherefores of these too-often-overlooked issues, exploring the relationship between them and the ripple effects associated with doing them well (or not) … effects that can impact your ability to cost-justify your entire initiative. This will be an hour very well spent! Brought to you by governance experts  •  Steve Weissman - steve@hollygroup.com  •  Jesse Wilkins - jesse.wilkins@epiqglobal.com  •  Donda Young - dlyoung@heliasconsulting.com and people like you! © Steve Weissman • All Rights Reserved • www. hollygroup.com • 617-383-4655