Seth Earley, President Earley & Associates, Inc 781-820-8080 seth@earley

1. Pearson Content Management Framework and Governance InitiativeFinal Deliverables PresentationFebruary 5th, 2008 Seth Earley, President Earley & Associates, Inc 781-820-8080 seth@earley.com

2. Agenda • Key Findings • Gaps in existing organization and operations • Level of organizational readiness • Governance Framework • Dimensions and Standards • Recommendations • Design, roles, and responsibilities • Organizational structure • Roadmap • Schedules, timelines, action items • Appendix • Project activities • Competitor information 2

3. Findings Framework Recommendations Roadmap Appendix Key Findings 3

4. Findings Framework Recommendations Roadmap Appendix Overall Project Findings • High level structure in place is sufficient • Standards Committee membership and time commitment needs to be modified • Achievement of goals will require full time commitment of Standards Committee Chairperson as well as hiring of a Standards Manager • Relationship between the OpCo CM project and Standards Committee needs to be formalized 4

5. Findings Framework Recommendations Roadmap Appendix Overall Project Findings • Additional sub-teams need to be formed to supplement the efforts of the Standards Committee • Goals for 2008 need to be established and prioritized - too much work to be accomplished in one year • Gap assessment needs to be performed between existing skill sets and what’s proposed • Work on Pearson Meta Data Standard (PMDS) should continue 5

6. Existing competencies to be leveraged Findings Framework Recommendations Roadmap Appendix • Reporting structures, lines of authority • Project prioritization (at a high level) • Program communications (executive and council level) • Milestones, checkpoints, financial reporting • Documentation (issues logs, program risks, program plans, dependencies) • Council roles and responsibilities • Council charters 6

7. High Level Structure Works Findings Framework Recommendations Roadmap Appendix 7

8. Gaps Findings Framework Recommendations Roadmap Appendix • Lack of decentralization of decision making • Need for more granular work teams and working groups • No integrated communications plan to manage messages to various stakeholders • Insufficient mechanisms to encourage sharing of best practices, new approaches and creative ways around technical limitations

9. Gaps Findings Framework Recommendations Roadmap Appendix • Lack of use cases and usability studies to measure the impact of standards application to content processes • No clear project on-boarding function to ensure that new projects at OpCo level are aware of standards, can leverage existing standards and practices, and can communicate variations from current standards

10. Gaps Findings Framework Recommendations Roadmap Appendix • Lack of a training function to bring users up to speed in various aspects of standards usage and application as well as practices for tagging and locating content • Few mechanisms for monitoring compliance for projects and OpCos

11. Findings Framework Recommendations Roadmap Appendix

12. Findings Framework Recommendations Roadmap Appendix

13. Findings Framework Recommendations Roadmap Appendix Organizational Readiness • Original readiness based on typical maturity model rating (1 – 5) • Repository • Metadata • Inventory control • File construction • Content structure • Policy and Procedure • Organization 13

14. Findings Framework Recommendations Roadmap Appendix Organizational Maturity - Standards • Suggested categories for maturity • Overall standards adoption • Ability to leverage standards with search • Content reuse • Detailed use cases • Prototypes and pilots • Taxonomy and controlled vocabularies • Alignment with business objectives • Organizational awareness of issues 14

15. Findings Framework Recommendations Roadmap Appendix

16. Findings Framework Recommendations Roadmap Appendix

17. Findings Framework Recommendations Roadmap Appendix

18. Findings Framework Recommendations Roadmap Appendix Competition 18

19. Findings Framework Recommendations Roadmap Appendix Competition • Pearson is behind the competition in some areas of standards governance and implementation • Can benefit from learning curve that others have traversed (i.e., should not require same level of effort as MH in their taxonomy program) • Has internal expertise that can be further leveraged (both existing governance processes and content management and metadata knowledge) • Will benefit from overall maturing of technologies and industry 19

20. Findings Framework Recommendations Roadmap Appendix Governance Framework 20

21. Findings Framework Recommendations Roadmap Appendix What is the “Framework”? • Set of tables that consider factors important to Pearson • Governance dimensions • Different classes of standard • Governing bodies • Decision and reporting structures 21

22. Findings Framework Recommendations Roadmap Appendix Purpose of the Framework • Account for complexity and diversity of organization • Consider the role of different types of standards • Inform working agendas • Enroll correct stakeholders • Include various perspectives and priorities • Allow for regional variations • Framework answers the question: “What is significant? What needs to be accounted for?” 22

23. Findings Framework Recommendations Roadmap Appendix Governance Dimensions

24. Findings Framework Recommendations Roadmap Appendix Dimensions and Factors • Operating Companies and Business units (considering different imprints within each), • Geo/location/jurisdiction (e.g. need to conform to national standards, difficulties with remotely accessing tools), • Project/Business Driver (e.g. cost reduction, product development, digital delivery, on-demand publishing) • Functional roles (editors, production, archiving), • Types of content handled (e.g. images, learning objects) • Subject area (e.g. science, business, geography), and for different

25. Findings Framework Recommendations Roadmap Appendix Types of Standards • Identification • Discovery • Structural • Rights • Product • Meta-metadata

26. Identification Discovery Structural Rights Product Meta-metadata Geographic Operating Company Subject Domain Content Type Functional Group Project/Business Driver Findings Framework Recommendations Roadmap Appendix Types of Standards Dimensions VS. Ask: Do these items in combination need special governance considerations? 26

27. Standards and Dimensions – High Level Findings Framework Recommendations Roadmap Appendix 27

28. Standards and Dimensions – Detailed (over 900 cells answer “yes”) Findings Framework Recommendations Roadmap Appendix 28

29. RACI Chart Findings Framework Recommendations Roadmap Appendix Who is responsible and accountable? 29

30. Findings Framework Recommendations Roadmap Appendix

31. Findings Framework Recommendations Roadmap Appendix Recommendations 31

32. Findings Framework Recommendations Roadmap Appendix Key Recommendations • New groups • Additional resources • Prioritization • Structured collaboration with OpCos 32

33. Findings Framework Recommendations Roadmap Appendix High Level Structure Works 33

34. Findings Framework Recommendations Roadmap Appendix Roles relative to Standards Committee Role High Level Responsibilities Owner CM Exec W. Ethridge • Set overall vision for change • Resolve issues; understand, agree and communicate scope • Champion effort throughout the organization • Participate in critical checkpoint meetings • Address high level issues • Provide business and customer driven ideas • Champion effort within business groups GBC N. Portwood GCMC R. Ferrie • Provide overall CM direction • Set priorities, approve scope and resolve escalated issues • Ensure adequate resources are made available • Review progress, provide guidance and oversight • Responsible for overall Content Management Standards including development and implementation both tops down and bottoms up. • Create collaboration to achieve innovative ideas and to identify and leverage best practices throughout the organization. • Ensure that the business is appropriately represented Standards Committee S. Hedger • Responsible for a defined subset of CM Standard • Gather appropriate information from key stakeholders and SMEs. • Propose implementation ideas to be ratified by Standards Committee. Identify Technology related implications of standards adoption through interaction with PT and Shared Services. Delegates of Stds Committee Mulitple • Liase with Standards Committee on all Standards related issues. • Comply with project reporting guidelines • Ensure resources are collaborating, available and trained as needed. • Ensure that business needs are properly represented. Opcos Multiple 34

35. Findings Framework Recommendations Roadmap Appendix Recommended Structures 35

36. Findings Framework Recommendations Roadmap Appendix Proposed Structure 36

37. Findings Framework Recommendations Roadmap Appendix Standards Committee and New Groups 37

38. Findings Framework Recommendations Roadmap Appendix Meeting Plans • Standards Committee to meet weekly • New sub-teams require Standards Committee representation – assign one liaison per • CM related OpCo projects require Standards Committee representation – assign one liaison per • GCMC to meet with Standards Committee bi-weekly initially • Standards Committee to meet monthly with Rights Council 38

39. Findings Framework Recommendations Roadmap Appendix Need for Collaboration with OpCos 39

40. Findings Framework Recommendations Roadmap Appendix STANDARDS COMMITTEE – (SC) Standard Committee Chairperson Representation: HIP, Pearson School, Penguin Shared Services, XML Working Group, Taxonomist, Metadata Architect, IA, Usability Analyst, CM Tool Expert, Search Tool Expert, Special Project liaisons SC Lead SC Lead SC Lead SC Lead SC Lead Content Modelling XML Working Group Topical Content Reuse Metadata Teams Taxonomy Teams • XML mark-up and file • construction standards • CM projects such as • digital delivery, custom • publishing, multi- • channel delivery, and • interoperability with • third-party applications • Business functions • such as content • conversion and digital • delivery • Discovery metadata • standards • Projects such as asset • reuse and custom • publishing • Taxonomy standards • Search integration • Controlled • vocabularies • Evaluation of • classification schemes • Best practices around • taxonomy • Thesaurus construction • Ongoing vocabularies • Developing standards • for all types of • metadata • Internal and external • search functions • All controlled • vocabularies • Developing business • requirements, • high level technical • constrains for content • XML mark up and file • construction • Developing micro • content mark-up • standards. • Modelling mark-up for • all content types, • Geographical variations • Content conversion issues 40

41. Findings Framework Recommendations Roadmap Appendix XML Working Group • XML mark-up and file • construction standards • CM projects such as • digital delivery, custom • publishing, multi- • channel delivery, and • interoperability with • third-party applications • Business functions • such as content • conversion and digital • delivery Responsible for Works with Content Modelling Task Force Topical Content Reuse Metadata Teams Membership XML Leaders Information Architects Taxonomists Systems/IT people 41

42. Findings Framework Recommendations Roadmap Appendix Topical Content Reuse • Discovery metadata • standards • Projects such as asset • reuse and custom • publishing Responsible for Works with XML Working Group Subject Matter Interest Groups Content Modelling Task Force Membership Information Architects Librarians Subject Matter Experts Taxonomists 42

43. Findings Framework Recommendations Roadmap Appendix Taxonomy Teams • Taxonomy standards • Search integration • Controlled • vocabularies • Evaluation of • classification schemes • Best practices around • taxonomy • Thesaurus construction • Ongoing vocabularies Responsible for Works with Subject Matter Interest Groups Content Modelling Task Force Metadata Teams Membership Information Architects Librarians Subject Matter Experts Taxonomists Business Leaders OpCos Imprints 43

44. Findings Framework Recommendations Roadmap Appendix Metadata Teams • Developing standards • for all types of • metadata • Internal and external • search functions • All controlled • vocabularies Responsible for Works with Taxonomy Teams Content Modelling Task Force Subject Matter Interest Groups Content Reuse Team Membership Information Architects Librarians Subject Matter Experts Taxonomists 44

45. Findings Framework Recommendations Roadmap Appendix Content Modelling • Developing business • requirements, high level • technical constrains for content • XML mark up and file • construction • Developing micro • content mark-up standards. • Modelling mark-up for • all content types, • Geographical variations • Content conversion issues Responsible for Works with Topical Content Reuse Taxonomy Teams XML Working Groups Membership XML Leaders Information Architects Subject Matter Experts 45

46. Findings Framework Recommendations Roadmap Appendix Special Skills Required 46

47. Findings Framework Recommendations Roadmap Appendix • Standardize protocol • Standardize communications • Adopt enterprise wide tools • Templates provided • Project summary • Action plan • Issues management • Issue log • Risk log • Project committee list cross reference • Communication plan • Training plan 47

48. Findings Framework Recommendations Roadmap Appendix Communications Plan 48

49. Findings Framework Recommendations Roadmap Appendix Training Plan 49

50. Findings Framework Recommendations Roadmap Appendix Template Checklist 50