StratML Training Resources

Education and training will be important to facilitate understanding and usage of the StratML standard, and training and certification are key aspects of AIIM's business plan. Where appropriate, references to the StratML standard should be incorporated into AIIM's existing training courses. Conversely, references to AIIM's other training modules should be incorporated into a new StratML training track. Following is a listing of some of AIIM's existing courses and how they relate to StratML:
1. Enterprise Content Management -- Content should be created and managed in accordance with enterprise strategic objectives, i.e., strategic alignment.


2. Information Governance -- Information should be "governed" in accordance with strategic objectives, demonstrating its value to stakeholders.


3. Process Improvement -- In the context of the StratML standard, processes are performance indicators within the value chain leading to the accomplishment of objectives that are valued by stakeholders.


4. SharePoint for Managing Records & eDiscovery | Content Management | Collaboration -- SharePoint is among the applications that can and should provide support for the open, machine-readable StratML standard for purposes of collaboration as well as document/records management and eDiscovery.


5. Managing Content in the Cloud -- The vision of the StratML standard is: A worldwide web of intentions, stakeholders, and results. The word "cloud" might be substituted for "web". Content should be aligned and managed in the cloud in accordance with strategic objectives.


6. Taxonomy & Metadata -- A strategic plan can be viewed as a taxonomy of goals, objectives and stakeholders. In the context of document/content/records management, goal, objective, value and stakeholder group names may be treated as metadata by which records may be categorized, discovered, and managed. A folksonomy of such names and accompanying descriptions will be created as a natual by-product of usage of the StratML standard, and over time, it may evolve into a formalized, widely recognized and used taxonomy under AIIM's stewardship.


7. Electronic Records Management -- Records should be created, managed, and maintained in support of (alignment with) an organization's strategic objectives. The value of each record may be determined based upon its contribution to realization of the organization's goals.


8. Social Media Governance -- For businesses, usage of "social" media should be about accomplishing business objectives, not merely socializing for its own sake. Not only should each instance of usage be linked to a strategic objective but, ultimately, social media services themselves should be matured for business-quality usage by providing support for the open, machine-readable StratML standard. The number of users of business networking services supporting the StratML standard should eventually exceed the number of all of the exisiting social networking services combined, and little or no training should be required to use the services themselves. The only training that should be necessary is to build expertise in the skills (competencies) required for the user to contribute effectively to production of the outputs required to realize the desired outcomes.

A training module(s) -- entitled "How and Why to Render Your Strategic Plan in StratML Format" -- has been developed for StratML Part 1 and was available to AIIM members at http://www.aiim.org/Resource-Centers/Collaboration or, more specifically http://www.aiim.org/Resource-Centers/Tutorials/Collab/COL_How-to-render-strategic-plan-in-StratML. The link was broken when AIIM implemented a new website. So the narrative by William Glascoe III is no longer available. However, local copies of the presentation are available in PPTX & PDF formats. The PPTX rendition includes the speaker's notes used in the narrative.

Here are some other references openly available on the Web:


1. Wikipedia article on StratML - also available on Audiopedia for the blind and others who prefer or require oral presentation


2. StratML FAQ on AIIM's website -- AIIM broke the link. Need to be updated.


3. Introduction to StratML on Yumpu.com | local PPT copy -- Needs to be updated.


4. StratML Glossary -- The glossary is for informative purposes only. The authoritative names and defintions of the elements are contained in the schemas themselves and are available in the documentation for Part 1, Part 2 & Part 3.


5. WHY StratML? -- An article relating the purposes of the StratML standard to the points made by Simon Sinek in his book entitled Start with Why.


6. StratML & the Organized Mind -- An article relating the StratML standard to concepts documented by Daniel Levitin in The Organized Mind: Thinking Straight in the Age of Information Overload.


7. Strategy Markup Language: An AIIM Best Practice for Strategically Managing Information and Engaging Performance Partners to Accomplish Shared Objectives -- A draft best practices paper for potential publication by AIIM relating the concept of strategic alignment to document/content/records management.


8. Technology Evolution, StratML, and the Theory of Life -- An article relating the StratML standard to concepts documented by W. Brian Arthur in The Nature of Technology: What It Is and How It Evolves.


9. The Flashy Web versus the Intelligent Web -- A short article addressing HTML5 in relation to the *Strategic* Semantic Web.


10. Connected in a Worldwide Web of Intentions, Stakeholders, and Results -- A 16-page paper based upon Nicholas Christakis and James Fowler's book entitled, Connected: How Your Friends' Friends' Friends Affect Everything You Feel, Think, and Do.


11. White Papers by Russ Ruggiero & Ranjeeth Thunga:
1. StratML Public & Private Sectors Uses
2. Part One: StratML Toolkit & StratML Cloud
3. Creating a Seamless & Agnostic Ecosystem (Federal, State, and Local IT Alignment)


12. YouTube video in which George Bina included a StratML example in a presentation focusing on simplified user interfaces for authoring XML content. The StratML segment starts at 39:20 in the video.


13. Presentations by Carlos E. Jimenez:
1. Presentation at the virtual conference conducted in association with the International Open Government Data Conference
2. Presentation to the IEEE Student Branch and GOLD Congress


14. The StratML standard documents for Part 1, Strategic Plans (ANSI/AIIM/ISO 17469-1) and Part 2, Performance Plans (ANSI/AIIM 22:2011) are available without charge to AIIM members and for purchase from AIIM or ANSI by others. Part 3, Additional Elements, an AIIM best practice document, is also available for free to AIIM members and for purchase from AIIM by others.


15. This query link reveals references to StraML on AIIM's site.

If you have proposed additions or clarifications, please send them to Owen.Ambur@verizon.net