November: Using Metrics to Demonstrate Improved Information Governance Maturity

November 15, 2017
11:45 AM - 1:15 PM

Farella, Braun + Martel LLP
235 Montgomery Street, 17th Floor
San Francisco, CA 94104
Venue website


How to Measure Success?


*Attention CRMs and IGPs!  Meeting qualifies for 1 hr of continuing Education Credits*
*Lunch included*

Getting your Information Governance project approved depends on convincing stakeholders that you can measure the success of your program. Learn how to gather and provide the data to support your IG program in this highly relevant case study:

Using Metrics to Demonstrate Improved
IG Maturity

Organizations struggle with linking investment in Information Governance (IG) programs to demonstrating measurable improvements in the maturity of them.  This session will explore how and why PG&E developed and implemented its IG metrics strategy within six months in 2016, and how the metrics initiative is progressing in 2017.  The session will include such topics as:

  • Reasons for implementing a metrics strategy;
  • A guideline for  Developing IG metrics, including possible technology to support them; and  
  • A description of how to maintain and use the metrics to support and enhance an IG program.

Key Takeaways from this Session

Organizations across industries will gain knowledge of leading edge strategies and tactics for developing, maintaining and using metrics to enhance and get support for IG programs. Specifically, attendees will learn:

  • How to identify, prioritize, track and report upon IG program metrics;    
  • Different technology options available to organizations to maintain a metrics program; and 
  • How to use IG program metrics to obtain executive and financial support.

We are excited to have two highly knowledgeable speakers presenting at our November meeting:

Megan Hertzler.  Megan is the Director, Enterprise Information Governance for PG&E, one of the largest natural gas and electric utilities in the United States. Megan leads the Enterprise Records and Information Management team, which is responsible for the effective management of PG&E records and information assets. Previously, Megan was the Director of Information Governance at Xcel Energy, an attorney in private practice, and an Assistant Attorney General providing legal counsel to the Minnesota Public Utilities Commission

Sangeet Rajan, PMP.  Sangeet is a Director in the KPMG's Cyber Security and Governance practice specializing in the convergent disciplines of information security, information governance, and privacy.  He has over twenty years of broad and diversified experience in information management strategy, transformation and implementation experience. He has helped clients transform business processes, establish governance, and implement technologies in support of new operating models.


  • Lunch is provided for registered attendees.
  • Doors open at 11:45 am for attendees to grab lunch and network with other RIM professionals.
  • Brief Chapter announcements start at Noon.
  • Presentation follows announcements. 


Refunds available up to 48 hours prior to doors opening. 


$15.00 Member Ticket

$15.00 Guest Ticket