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This updated and expanded report is current for fall 2011. It is an email and IM policy, governance, security and archiving Management Guide. The Guide includes trends in email control including using cloud services, email encryption, and also how to manage the security and compliance risks of using corporate IM. It covers Best Practices and methods for developing a comprehensive email policy supported and enforced by email monitoring/management software. The goal is to comply with regulations and governance policies while readying the organization for any potential litigation. The report even includes a review of preparations and processes needed for the Federal Rules of Civil Procedure. The author is Robert Smallwood, directs the E-Records Institute and is a Partner at IMERGE Consulting, and expert in enterprise content management (ECM) specializing in email archiving, e-records and e-discovery. He is the author of the book, "Taming the Email Tiger" and over 100 articles on related topics.