Email Management (EMM) Certificate Program

Overview

Learn how to improve the control of corporate emails.

The EMM Certificate Program is designed from global best practices among AIIM's 50,000 members. The program covers concepts and technologies for:

  • Email capture and retention 
  • Technologies for email management 
  • Email storage, archiving and backup
  • Developing, implementing, and managing the email policy
  • Governance 

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The course objectives and content is defined and reviewed by AIIM Education Advisory Groups in the US and Europe, and these Education Advisory Groups have subject matter experts from the following companies:

  • Accenture
  • BearingPoint
  • Canon
  • CCRM Associates
  • CMS Watch
  • Crown Partners
  • EMC 
  • Fujitsu
  • Gartner
  • Gimmal Group
  • GlaxoSmithKline
  • Harris Corporation
  • JPMorgan Chase 
  • Marion County Health Department
  • Microsoft
  • Oracle
  • Ricoh
  • Royal Mail
  • Serco Consulting
  • Standard Chartered Bank 
  • The National Archives of the United Kingdom
  • TOWER Software
  • US Courts
  • US Department of Treasury
  • Bill and Vieve Gore School of Business, Westminster College
  • Zylab 

 

The course materials were developed in partnership with Access Sciences.

Course Descriptions

The Email Management (EMM) Certificate Program consists of three training programs taken in any order, or a 4 day Master class covering all EMM topics. Some of the programs are available exclusively as highly interactive onsite training classes while others may be taken online. Each online module within a program lasts approximately 60 minutes.

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The EMM Strategy Workshop (Why EMM?)

(1 day training class)

The EMM Strategy Workshop covers the business drivers for more effective email management, roles and responsibilities, policies and procedures, and strategies for email management.

Learn:

  • Business drivers for more effective email management
  • Roles and responsibilities
  • Policies and procedures
  • Strategies for email management

The EMM Practitioner program (What is EMM?)

(10 online modules or 2 day training class)

The EMM Practitioner program covers the concepts and technologies of email management, such as classification, retention, governance, security, archiving, backup, tools and technologies.

Learn:

  • How email works
  • What email management is
  • Managing the inbox
  • Email messaging applications and clients
  • Remote and mobile email access
  • Capturing and managing messages, attachments, and metadata
  • Email classification including autoclassification
  • Effective email governance
  • Email security
  • Email management tools and technologies
  • Email achival approaches
  • Email and ECM

Download the EMM Practitioner Elearning Product Sheet

Download the EMM Practitioner Classroom Product Sheet

Become an AIIM EMM Practitioner (EMMp) after passing the online exam.

The EMM Specialist program (How to implement EMM?)

(10 online modules or 2 day training class)

The EMM Specialist program covers global best practices for implementing solutions for email management as well as advanced email topics, such as how to identify requirements, develop an email policy, implement a solution, and alternatives to email such as instant messaging, wikis, and feeds.

Learn:

  • How to develop a business case for email management
  • Defining the problem and planning the project
  • Building the right project team
  • Developing the email policy
  • Identifying and gathering requirements for email management
  • Implementing the solution
  • Long-term preservation of messages, attachments, metadata
  • Email and discovery
  • Instant Messaging
  • Blogs, wikis, and RSS feeds as alternatives to email
  • Web-based commercial email

Download the EMM Specialist Elearning Product Sheet

Download the EMM Specialist Classroom Product Sheet

Become an AIIM EMM Specialist (EMMs) after passing the online exam.

The EMM Master program (Putting it all together)

(4 day training class)

The EMM Master Certificate Program comprises the main elements from the above strategic workshop and certificate programs in addition to a case study exercise. The course provides complete coverage of information organization and access for professionals working in both the public and private sector.

Learn:

  • Participants will use their newly gained knowledge to plan, design, and implement an EMM project based on case study exercises and expertise learned from the Strategic, Practitioner, and Specialist Course programs.

Download the EMM Master Product Sheet

Become an AIIM EMM Master (EMMm) after passing the online exam and case exercise.

EMM Master Preparation Workshop


- for people that already have both the EMM Practitioner and Specialist designations

(2 day training class)

The EMM Master Preparation Workshop is a highly interactive workshop that enables you to learn, share and discuss global best practices for EMM. The course provides a summary of the main elements from the Strategic, Practitioner and Specialist training courses in addition to additional information, exercises and case studies.

  • This workshop is for people that already have both the EMM Practitioner and Specialist designations.

Audience

The Email Management (EMM) certificate program is designed for; 

 

  • Business Analysts
  • IT Management
  • Technical staff
  • Record Management personnel
  • Business Unit (line staff & management)
  • Implementation team - IT and business
  • Suppliers, Solution Providers, Vendors
  • Executives
  • Change agents
  • Users

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Pricing

Pricing for Email Management Courses - Online

AIIM Professional Members (discounted price):

Course Type USD GBP EURO
1 Course 65 35 50
Complete Practitioner Certificate package 600 345 500
Complete Specialist Certificate package 600 345 500

Non-AIIM Members (full price):

Course Type USD GBP EURO
1 Course 75 40 60
Complete Practitioner Certificate package 750 430 630
Complete Specialist Certificate package 750 430 630

Pricing for Email Management Courses - Classroom

AIIM Professional Members (discounted price):

Course Type USD GBP EURO
2 day Practitioner class 1050 580 850
2 day Specialist class 1050 580 850
4 day Master class 2705 1495 2195
2 day Master Prep workshop 1050 580 850

Non-AIIM Members (full price):

Course Type USD GBP EURO
2 day Practitioner class 1160 640 935
2 day Specialist class 1160 640 935
4 day Master class 2980 1640 2415
2 day Master Prep workshop 1160 640 935

All prices are per attendee and charged in USD ($). GBP and Euro based on the payment dates' exchange rate.

Group Discounts

Groups of 10+ professionals from one organization may qualify for a group discount. Volume discounts and site licenses are available for companies, user groups, and professional associations. For information about group discounts, please email training@aiim.org or call +1 301.755.2614 or +44 1905.727613.

Corporate Training

Customized employee/staff and client/customer training is available online and in-person. AIIM also provides private classes on request anywhere in the world. For information about corporate training, please email training@aiim.org or call +1 301.755.2614 or +44 1905.727613.

Designations

The EMM Practitioner, Specialist and Master programs lead to AIIM designations. This is a new AIIM standard for industry professionalism and knowledge. By earning these designations, you can call yourself an AIIM EMM Practitioner, Specialist or Master. You can use the associated logo and title on your business card, email signature, web page, etc. The Strategic Workshop does not lead to any AIIM designations.

You can achieve the designations the following ways:

To become an AIIM EMM Practitioner (EMMp)

Option 1:

  • Attend a 2 day Practitioner class and pass the online exam after attending this class. The exam has to be passed within 6 months.

Option 2:

  • Take all Practitioner training modules online and pass the online exams at the end of each module.

To become an AIIM EMM Specialist (EMMs)

Option 1:

  • Attend a 2 day Specialist class and pass the online exam after attending this class. The exam has to be passed within 6 months.

Option 2:

  • Take all Specialist training modules online and pass the online exams at the end of each module.

To become an AIIM EMM Master (EMMm)

Option 1:

  • Attend a 4-day Master class that includes the Strategic, Practitioner and Specialist training programs in addition to case study exercises. Pass the online exam within 6 months of attending this class.
  • Produce a paper based upon a workshop case study exercise, and deliver this paper to AIIM for approval. The paper must be submitted within 3 months after attending this class.

Option 2:

  • Attend a 2-day Master Preparation workshop that includes the Strategic, Practitioner and Specialist training programs in addition to case study exercises. Pass the online exam within 6 months of attending this class. This workshop is for people who already have both the EMM Practitioner and EMM Specialist designations
  • Produce a paper based upon a workshop case study exercise, and deliver this paper to AIIM for approval. The paper must be submitted within 3 months after attending this class.

Benefits of becoming an EMM Practitioner, Specialist and Master:

  • Position yourself to be tomorrow's leader by enhancing your business and professional skills
  • Learn global best practices for planning and implementing ECM
  • Discover real world solutions and best practices for challenges you face
  • Learn from experts in the field who are able to answer your questions and address your comments

The designations are valid for 5 years.

The Education Advisory Groups will regularly review the process for the development and maintenance of certification schemes for improved quality, security and efficiency. This will be done in partnership with the Education Advisory Groups and Master Accreditation Committee.

The Home Case Studies submitted by Master Class attendees are reviewed by an appointed AIIM Master Accreditation Committee that consists of leading industry professionals. New members are appointed by the committee and each Home Case Study is reviewed by two AIIM Master Accreditation Committee members. Committee members will excuse themselves from the reviewing process if the papers are submitted by personal friends, customers, or former students. The papers will then be reviewed by other members of the Master Accreditation Committee.


The committee members review the entire case study based on the following parameters:

  • Good understanding of problems and opportunities of case study – 40%
  • Practical use of theories from the training programs– 30%
  • Identify and manage unknown factors that could influence case – 10%
  • Persuasiveness – communicating in a strong and position manner to obtain support for action – 20%


Each of the factors should be graded 0 (weak) to 5 (strong) according to the above factors. Attendees need minimum 3 points to pass. For example: A paper is reviewed to 2, 4, 3 and 5 which is then multiplied with the factors giving the attendee the following points: 2 x 0.40 + 4 x 0.30 + 3 x 0.10 + 5 x 0.20 = 3.3


Submitted case study answers will be graded as passed, fail, or correctable with the following results:

  • Pass: Attendees will be notified by AIIM that their Home Case Study answers were approved by the committee and they will be awarded the Master designation if or when they have passes the Master exam
  • Fail: Attendees will be notified by AIIM that their Home Case Study answers were not approved by the committee, but also a document from the AIIM Master Accreditation Committee member explaining why they failed. Former Master class attendees need to sit a new class to be allowed to submit a new Home Case Study assignment to AIIM.
  • Correctable: AIIM Master Accreditation Committee members may ask AIIM to contact the former Master class attendee to submit the answers for additional information or corrections. Their reply will be forwarded by AIIM to the AIIM Master Accreditation Committee members for review to allow them to pass or fail the candidate.

AIIM Master Accreditation Committee members are required to document why they fail candidates or why they require additional information.