Association for Information and Image Management (AIIM)

Certified Information Professional (CIP)


Credential: Certified Information Professional (CIP)
Credentialing Agency: Association for Information and Image Management (AIIM)

Renewal Period: 3 years

The Association for Information and Image Management (AIIM) Certified Information Professional (CIP) is an intermediate level certification that demonstrates knowledge in the field of content and information management. To earn a CIP certification, candidates must pass an exam covering six major domains. There are no education or experience requirements that must be met prior to taking the CIP exam; however, AIIM recommends that candidates have some experience or education prior to taking the exam.

More information can be found on the certifying agency's website.

Certified Information Professional (CIP)

MINIMUM REQUIREMENTS

 

Eligibility Requirements 

  • Credential Prerequisite
  • Experience
  • Education
  • Training
  • Membership
  • Other
  • Fee

Note: This credential may have multiple options for becoming eligible. Listed are the minimum requirements based on the minimum degree required.

Exam Requirements (View Details)

  • Exam
  • Written Exam
  • Oral Exam
  • Practical Exam
  • Performance Assessment

RECERTIFICATION SUMMARY

Renewal Period: 3 years

  • Continuing Education
  • Exam
  • Continuing Education OR Exam
  • Fee
  • Other

AGENCY CONTACT INFORMATION

Association for Information and Image Management (AIIM)

1100 Wayne Avenue, Suite 1100
Silver Spring, MD  20910

Phone: (800) 477-2446

Fax: (301) 587-2711
Email: aiim@aiim.org

Written Exam

  • Creating and Capturing Information (20%)
    • Identify sources of content to be captured, e.g. paper, microfilm, email, born-digital, legacy sources such as file shares
    • Explain the challenges associated with managing digital information, e.g. determining what to capture and how, the dynamic nature of some digital information, how formats impact capture and management
    • Select the appropriate file format for creating and capturing content based on business requirements, e.g. target audiences, access to content over time, regulatory requirements
    • Determine the impact of using proprietary file formats on information creation, capture, and access
    • Identify specific types of content to capture that provide unique challenges, e.g. email, social media, forms, rich media, and determine how to capture them, e.g. using a digital asset management system
    • Distinguish between structured and unstructured information and the differences in how they are managed
    • Determine methods for extracting and capturing data from structured applications
    • Determine methods for capturing structured data using electronic forms
    • Develop a process for capturing content, e.g. what to capture, approvals, audits
    • Determine strategy for capturing backfile, e.g. day-forward, backfile conversion, on- demand and factors that contribute to each
    • Select the appropriate file format(s) for captured images based on business requirements, e.g. number of pages, compression, need for Web-based access, need for public access, bandwidth
    • Identify issues associated with file conversion, e.g. between formats, from digital to analog
    • Identify the system of record/system of ownership for a given type of content or information
    • Identify the benefits and challenges associated with managing both structured and unstructured data, e.g. in case management applications
    • Compare and contrast the content management capabilities of enterprise content management solutions, point solutions, and enterprise file sync and share solutions and select the appropriate solution based on business requirements
    • Determine information management needs and issues associated with virtual teams (e.g. synchronous vs. asynchronous collaboration)
    • Identify issues associated with sharing content across internal and external organizational boundaries, i.e. between departments, with customers
    • Identify issues associated with legacy collaboration approaches, e.g. email
    • Identify key features required for effective document-centric collaboration, e.g. version control, workflow, audit trail
    • Determine the functionality required for particular collaboration requirements, e.g. wikis, virtual conferencing, social networking, VoIP, blogs, content rating, recommendations
    • Determine whether and how to apply governance to collaboration environments/artifacts
  • Organizing and Categorizing Information (20%)
    • Describe the importance of information architecture to effective information management
    • Identify specific business benefits associated with effective metadata usage, e.g. lifecycle management, security management, improved findability
    • Define a metadata strategy and the elements to include, e.g. consistency of metadata model & vocabulary, metadata maintenance, mandatory v. optional metadata, metadata automation
    • Describe and compare different methods for applying metadata to information objects, e.g. manual data entry, recognition technologies, inheritance, workflow, analytics
    • Identify sources of metadata and compare and  contrast the benefits and drawbacks of getting metadata from each source
    • Identify challenges of sharing/propagating metadata across tools and systems
    • Describe methods to improve the quality of metadata values, e.g. data validation, data masking, controlled vocabularies
    • Identify approaches to automating metadata application and the benefits associated with them
    • Compare and contrast the use of formal classification schemes, search, and navigation and their impact on findability
    • Identify the benefits of developing and deploying a thesaurus in support of search and classification
    • Compare and contrast various classification schemes, e.g. lists, trees, hierarchies, facets, system maps, folksonomies
    • Compare and contrast different approaches to classification scheme development, e.g. buy vs. build
    • Compare & contrast different approaches to developing classification schemes, e.g. thesaurus-based vs. hierarchical, organizational vs. matter/topical vs. functional
    • Identify the stakeholders for a formal classification scheme
    • Describe and apply techniques for automating information extraction, description, & classification, e.g. autocategorization, autoclassification, entity extraction, summarization
    • Compare & contrast application and enterprise search capabilities
    • Compare approaches for improving findability of enterprise content, e.g. metadata, consistent classification structures, saved searches
    • Uses for, strengths, weaknesses and overlap of usability of different findability mechanisms, e.g. keyword based search, typed-field search, semantic techniques
    • Define the issues associated with collecting information from sources not owned/controlled by the organization, e.g. personal devices, commercial social media platforms
    • Provide information from a variety of sources in response to requests, e.g. litigation, audit, regulatory inquiry, or Freedom of Information Act-type requirements
  • Governing Information (16%)
    • Define the concept of data and information “stewardship”
    • Identify the ethical considerations associated with not following a comprehensive information governance (IG) program
    • Identify strategic benefits of improved information management, e.g. improved engagement, process automation
    • Define the objective of an information and/or information systems inventory
    • Identify desired information to gather as part of an information and/or information systems inventory
    • Gather information about the context of the organization, e.g. jurisdiction(s) and nature of organization
    • Identify current business, legal, and other requirements for IG, e.g. privacy, confidentiality, national security, regulatory requirements
    • Describe the purpose of an information management maturity model
    • Identify key stakeholders for an IG initiative
    • Gain support for the IG program from senior management
    • Establish IG roles & responsibilities, e.g. champion, center of excellence, community of practice, IG-specific roles, IG support roles
    • Evaluate existing IG strategy, processes, documents, and tools
    • Develop a framework for evaluating and understanding information risk
    • Identify the role of content quality and content standards in an information governance program
    • Identify key information management concepts, e.g. core technologies and related terms
    • Compare and contrast different information management disciplines, e.g. enterprise content management, records management, document management, knowledge management
    • Identify the IG implications for cross- border/cross-jurisdictional storage of content
    • Identify the IG implications of cloud vs. on- premises deployment, e.g. costs, security, uptime, management/maintenance, lock-in
    • Identify the IG implications of commercial social media platforms (e.g. Facebook, LinkedIn, Twitter), e.g. security, third party control of information, privacy, “liking”/sharing, ownership
    • Identify the IG implications of mobile platforms, e.g. security, BYOD, bandwidth, user experience, accessibility
    • Identify key events to be captured into the system audit trail, e.g. changes to content, changes to system settings like security
    • Develop appropriate IG policies and procedures
    • Describe key considerations for using security technologies effectively, e.g. redaction, encryption, digital rights management
    • Describe the importance of reviewing IG program with senior management
  • Automating Information-Intensive Processes (10%)
    • Articulate typical reasons for business process change
    • Distinguish among different business process scenarios and determine which are most suited for change
    • Describe the benefits of formal business analysis
    • Describe the role of the business analyst in an information management initiative
    • Compare different approaches to information gathering, e.g. interviewing, process mapping
    • Develop a flowchart using best practices and standard methodologies
    • Identify the limitations of flowcharting processes
    • Ask the right troubleshooting questions and evaluate each step in an existing business process
    • Determine how to plan routing of tasks or information using a workflow/BPM system, e.g. deadlines/time stamp, parallel processing, sequential processing, via API
    • Compare and contrast modeling and flowcharting
    • Distinguish between process modeling and execution and the role of standards
    • Compare and contrast workflow and BPM technologies, e.g. routing, workflow, BPM, transactional content management, case management
    • Identify and compare various approaches to workload balancing
    • Describe the benefits of formal process monitoring
    • Identify different metrics to capture and oversee
    • Distinguish between on-demand and automated reporting
  • Managing the Information Lifecycle (20%)
    • Identify the steps in the information lifecycle
    • Compare and contrast the characteristics of data vs. documents vs. records vs. knowledge
    • Explain the purpose of capturing and managing records
    • Distinguish between records and non-records based on legal, historical, administrative, and operational requirements
    • Define the concept of vital records and explain their importance
    • Identify and compare sources of electronic records, e.g. office documents, email, scanned images, communications technologies
    • Explain the challenges associated with managing digital information, e.g. determining what to capture and how, the dynamic nature of some digital information, how formats impact capture and management
    • Determine how long to retain different types of content based on legal, regulatory, and operational requirements
    • Describe the purpose of a retention schedule and the elements it should contain, e.g. records identifiers, retention periods, disposition instructions
    • Define legal holds and the importance of legal holds in the information lifecycle
    • Compare & contrast different approaches to disposition of information based on the type and sensitivity of information and the type of media
    • Compare and contrast approaches to automating disposition, e.g. automated archiving, scripting, workflow
    • Differentiate between archiving, backups, and active storage
    • Determine appropriate storage technologies based on business requirements, e.g. regulatory requirements, speed of access and retrieval, costs, openness, long-term accessibility
    • Describe how file format and archiving standards affect long-term access to information
    • Select the appropriate file format and storage media to ensure long-term access to information, e.g. PDF/A
    • Identify preservation risk factors, e.g. format obsolescence, media/hardware obsolescence, media degradation
    • Identify and compare approaches to address each of the preservation risk factors, e.g. select standard/open media and file formats, storage considerations, emulation, migration
    • Identify the elements to include in a digital preservation strategy
    • Identify the steps to include in a migration plan
    • Differentiate between tacit and explicit knowledge and their impact on an information management program
    • Define and compare approaches to expertise location, e.g. social graphing, analytics
  • Implementing an Information Management Solution (14%)
    • Determine the impact of an information management initiative, e.g. on ways of working, on business processes, on training and change management requirements
    • Develop an information management strategy, e.g. vision, key performance indicators, critical success factors, success measures
    • Identify the roles & responsibilities required for an information management implementation program, e.g. sponsor, champion, management, specialists, business users, others
    • Conduct a baseline organizational assessment, e.g. business and regulatory environment, organizational culture
    • Conduct a baseline technical assessment, e.g. existing enterprise architecture, system lifecycle stage, enterprise architecture roadmap
    • Identify existing information management- related systems and determine whether they can be used/expanded/improved for a particular information management initiative
    • Determine how to prioritize areas in scope, e.g. by identifying quick wins, areas with the biggest pain point, areas most receptive to change, platform, information type/class
    • Develop a project charter for an information management initiative
    • Develop an information management program roadmap
    • Compare & contrast metrics for determining the success of an information management initiative, e.g. financial, non-financial, non- quantifiable
    • Determine specific metrics for an information management initiative
    • Develop a business case for improving information management
    • Determine the value associated with improved information management
    • Determine the right approach for buy vs. build for a given information management initiative
    • Conduct risk analysis for an information management initiative and develop a risk mitigation plan
    • Determine all costs associated with an information management initiative, e.g. acquisition costs, maintenance costs, one- time costs
    • Determine the role of business and system requirements in an information management initiative
    • Determine the appropriate logical architecture for an information management solution, e.g. centralized, decentralized, federated
    • Design new ways of working with information, e.g. collaboration, security, governance
    • Design required interfaces, e.g. configuration, forms, overlays, templates
    • Design system and content migration processes, e.g. data cleaning, data conversion, quality control
    • Develop plans for business continuity/ disaster recovery in the event of a major data loss or breach
    • Develop change management plan
    • Develop communications plan
    • Develop training plan
    • Determine approaches for continuous improvement post-implementation

Exam Preparation Resources

There are a number of resources available to help you prepare for the Certified Information Professional (CIP) examination:

RECERTIFICATION

Certified Information Professional (CIP)

Renewal Period: 3 years

The Certified Information Professional (CIP) credential has the following recertification information:

  • Candidates may retake the CIP Exam or submit 45 Continuing Education Units (CEUs) over a three-year period for recertification.

Additional considerations for the Certified Information Professional (CIP) include:

  • AIIM does not require candidates to have any minimum education or experience before taking the exam, but recommends candidates have some years of relevant experience or education.

In Demand

This certification is considered in demand

COOL Bucks

See your installation Education Service Officer for credential exam information and coordinating instructions.

COOL Summary

Click to go to the COOL Summary page for this MOC.

Some

Credential is related to some tasks associated with the duties of the military occupation (at least one critical task but less than 80%)

Most

Credential is directly related to most of the major duties associated with the military occupation (at least 80%)

Other

Credential is related to this military occupation, but is more advanced or specialized and therefore will likely require additional education, training, or experience

Promotion Points

This certification has been approved for promotion points.

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Star

Star credentials are MOS enhancing, as designated by the Proponent. MOS enhancing credentials are directly related to an MOS or ASI, are taught either partially or completely as part of a Program of Instruction (POI), and improves the MOS technical proficiency.

Skill Level

The Skill Level reflects the level, based on MOS training and/or experience, the Soldier should be the most prepared to successfully earn the credential. See the Table Legend for details about each level.

Proponent Funded

Indicates the credential may have funding through the MOS proponent. Some proponents offer credentialing opportunities in conjunction with military training and/or as part of MOS development beyond the training base.

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Navy Bucks

Credential voucher or reimbursement for credential exam, re-certification, or maintenance fee has been approved for payment through the Navy's Credential Program Office. To get a voucher request form, click 'Complete Voucher and Apply' at the top of any page.

CG Bucks

Coming Soon - Coast Guard policy regarding service member eligibility requirements to participate in the Voluntary Credentialing Program is under review with a projected release date of first quarter FY20.

Early Career

1-3 years experience; Enlisted E1 through E4

Mid Career

4-10 years experience; Enlisted E5 through E6

Late Career

10+ years experience; Enlisted E7 and Above

Early Career

1-3 years experience; Enlisted “A” School through E5

Mid Career

4-10 years experience; Enlisted E6 through E7

Late Career

10+ years experience; Enlisted E8 and Above

LaDR

This credential is recommended on the rating Learning and Development Roadmap (LaDR) for Sailors currently in the pay grade indicated on the icon, BUT MAY BE TAKEN BY SAILORS IN OTHER PAY GRADES.

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GI Bill®

Reimbursement for exam fees has been approved for payment through the GI Bill. Click for external link to GI Bill licensing and certification information.

Note: GI Bill approval data is updated quarterly. For the latest information, visit the WEAMS Licenses/Certifications Search page. Make sure to select "Both" in the LAC Category Type drop-down before searching.

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ANSI

This credential has been accredited by ANSI. Click for external link to the ANSI web site.

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ICAC

This credential has been accredited by ICAC. Click for external link to the ICAC web site.

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ABSNC

This credential has been accredited by ABSNC. Click for external link to the ABSNC web site.

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NCCA

This credentialing program has been accredited by NCCA. Click for external link to the NCCA web site.

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IAS

This credential has been accredited by IAS. Click for external link to the IAS web site.

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Low

May be difficult to attain: minimum education requirement is a Bachelor's degree, and/or minimum experience is 10 or more years.

Note: In some cases “years of experience” refers to time actively on duty or while holding a certain occupation or prior certification and not always in consecutive calendar years. Additional years required for certain preliminary stages may not be included in this classification. For requirements measured in hours, 1080 hours was considered a year. For days, 365 days was considered a year. Please review all prerequisites and requirements for eligibility, and additional information for details.

Medium

Moderate ease of attainment: minimum education requirement = Associate's and/or prerequisite and/or minimum experience = more than 2 years and less than 10 years of experience.

Note: In some cases “years of experience” refers to time actively on duty or while holding a certain occupation or prior certification and not always in consecutive calendar years. Additional years required for certain preliminary stages may not be included in this classification. For requirements measured in hours, 1080 hours was considered a year. For days, 365 days was considered a year. Please review all prerequisites and requirements for eligibility, and additional information for details.

High

Highly attainable: mimum education requirement = HS or less and/or minimum experience = 2 years or less experience and no additional requirements.

Note: In some cases “years of experience” refers to time actively on duty or while holding a certain occupation or prior certification and not always in consecutive calendar years. Additional years required for certain preliminary stages may not be included in this classification. For requirements measured in hours, 1080 hours was considered a year. For days, 365 days was considered a year. Please review all prerequisites and requirements for eligibility, and additional information for details.

MOS is Military Occupational Specialty
ASI is Additional Skill Identifier
WOMOS is Warrant Officer Military Occupational Specialty

Army e-learning

State-of-the art Computer Based Training available for free to the Army Workforce. Click for more information.

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NKO e-learning

Credential preparation courses are provided at no cost through Navy e-Learning. Click for external link to the Navy Knowledge Online (NKO) web site, then select the “Navy e-Learning” link within the “Learning” tab to proceed to Navy e-Learning.

Bright Outlook – new job opportunities are very likely in the future for this job
Registered Apprenticeship
Click here for External link to: My Next Move for Veterans - Computer and Information Research Scientists
Click here for External link to: My Next Move salary info for Computer and Information Research Scientists
Click here for External link to: My Next Move for Veterans - Computer and Information Systems Managers
Click here for External link to: My Next Move salary info for Computer and Information Systems Managers
Click here for External link to: My Next Move for Veterans - Information Technology Project Managers
Click here for External link to: My Next Move salary info for Information Technology Project Managers
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Updated: October 16, 2019
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