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Welcome: Start here!
Follow these steps: - 👉 Watch this 60-sec intro video - 👉 Find a post you like and leave a comment - 👉 Create a post introducing yourself, and tell us what you would like to get out of this group - 👉 Download the Skool app
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👋 How to Use This Community (Start Here)
Welcome — and thanks for joining. This community is for people working in Records and Information Management (RIM) and Information Governance (IG) who want to think more clearly, work more confidently, and deal with real-world challenges — not just standards and theory. It’s not a course and not a document repository. It's a professional practice space. This post explains how to get the most value from being here. 1️⃣ What This Community Is (and Isn’t) This community is: - A space to explore real RIM / IG scenarios - A place to discuss judgement, trade-offs, and practical decisions - A forum for sharing experience across sectors and roles This community is not: - A dumping ground for policies and procedures - A place for one-size-fits-all answers - A certification or training programme You’ll get the most value by engaging with how people think, not just what they do. 2️⃣ How Content and Discussion Work You’ll see a light but intentional rhythm, including: - Insight posts on RIM / IG practice - Scenario-based discussions (e.g. retention, defensible disposal, ownership, accountability) - Follow-up commentary that explores reasoning and consequences You don’t need to comment on everything. One thoughtful contribution is more valuable than many surface-level responses. 3️⃣ What Makes a Good Contribution Good contributions usually: - Explain why you’d take a particular approach - Share experience without breaching confidentiality - Ask clarifying or reflective questions - Acknowledge complexity and constraints You don’t need to be the most senior person in the room. Learning out loud is encouraged. 4️⃣ Free Participation and Deeper Involvement This community will always include a free component, with: - Open discussion threads - Selected insight posts - Peer learning and conversation Alongside this, there may be (or will be) a paid practice space for members who want: - More structure - Deeper application - Practical tools and frameworks - A more focused professional environment
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Community rules
“Please also read the pinned ‘How to Use This Community’ post for guidance on how this community works.” Communities are about participation, learning and adding value. Sometimes people get carried away, and don't act in the best interests of the community. In order to prevent this, here are "rules" or rather guidelines of how to get and give of your best in this community. 📘 Community Guidelines Welcome to the community! To keep this space helpful, supportive, and high value for everyone, please follow these guidelines: 1️⃣ Be Respectful - Treat every member with kindness and professionalism. - Healthy debate is welcome — disrespect, harassment, and personal attacks are not. 2️⃣ Add Value First - Share knowledge, experience, resources, and insights. - Ask thoughtful questions and contribute meaningfully to discussions. - Avoid low-effort or spammy posts. 3️⃣ No Self-Promotion (Except Where Allowed) To protect the quality of the community: - No unsolicited selling, pitching, or DM outreach. - Share your offers only in designated promotional threads (if enabled). - Contribute value first — when the community trusts you, opportunities naturally follow. 4️⃣ Stay On-Topic Post only content related to the community’s focus and mission. Irrelevant posts may be removed to maintain clarity and organization. 5️⃣ Protect Confidential Information - Do not share sensitive data, personal information, or proprietary documents. - Respect NDAs and legal/privacy obligations. 6️⃣ Use Clear, Professional Communication - Keep posts concise and easy to follow. - Use formatting, bullets, or screenshots when helpful. - Avoid inflammatory or divisive topics unrelated to the community purpose. 7️⃣ Help Create a Growth-Focused Environment - Celebrate your wins and the wins of others. - Ask questions when you’re stuck — others benefit from your curiosity. - Share your journey and progress to inspire members at all levels. 8️⃣ Follow Posting Best Practices
Tackling Legacy PST Files
Local PST email files bypass corporate retention policies, create massive eDiscovery bottlenecks, and represent a hidden security risk. Eliminating these isolated data silos forces information back into managed, searchable, and compliant central repositories. 1. Does your IT department still allow users to create local PST archives? 2. What is your current estimate of unmanaged email data sitting on personal drives? Action Item: Ask IT for a report on the volume of PST files currently active on the network.
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Prepping Data for GenAI
AI tools like Microsoft Copilot are only as good as the underlying data they access, making clean, well-classified records an absolute necessity. Purging obsolete data ensures that generative AI models don't surface inaccurate, risky, or expired information to your employees. 1. Have your business leaders asked about deploying GenAI tools yet? 2. How confident are you that an AI scanning your repositories wouldn't surface toxic or expired data? Action Item: Draft a brief memo explaining why defensible disposition is a prerequisite for GenAI success.
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