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ARMA GOLDEN GATE CHAPTER DEVELOPING A 1 ST CLASS TRAINING PROGRAM

ARMA GOLDEN GATE CHAPTER DEVELOPING A 1 ST CLASS TRAINING PROGRAM Presented by: Karen Albrecht, CRM. January 19, 2010. Today’s Objective:.

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ARMA GOLDEN GATE CHAPTER DEVELOPING A 1 ST CLASS TRAINING PROGRAM

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  1. ARMA GOLDEN GATE CHAPTER DEVELOPING A 1ST CLASS TRAINING PROGRAM Presented by: Karen Albrecht, CRM January 19, 2010

  2. Today’s Objective: Discuss how Merrill Corporation created a Records Management Training Program for its Records Staff nationally and inspire you to develop records training for your organization.

  3. Merrill’s Training • GOAL • Provide general knowledge that could be applied to the work environment • Deliver fun and interactive training • Keep time commitment to a minimum • Deploy in a centralized, on-demand method

  4. Merrill’s Training • Our Environment • National workforce • Primitive to sophisticated RM programs • Multiple software applications • Variety of process/procedures • Seasoned manager to first time records employees.

  5. Merrill’s Training The Application Lectora by Trivantis.

  6. Merrill’s Training • Develop Content • Basics • Legal Terminology • Supply Terminology • Alphabetical / Numerical / Chronological Filing Skills

  7. Merrill’s Training • Develop Content • Create PowerPoint slide deck • Limit each subject to 20-25 slides

  8. Merrill’s Training • Develop Content • Include as many visual aids as possible

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  17. Merrill’s Training • The Results • Email the Final Assessment Results • Over 100 participants • Average score of 91% • Accessed by Executive Management • Office Services Staff • Client’s Management

  18. Merrill’s Training • Support • Senior VP of Operations • Budget Approval • Training Program • IT Department • Coordinated with Outside Developer • Host RM Training Program on MAX Academy • HR • Testing Included as Part of Annual Review

  19. TRAINING CONSIDERATIONS

  20. Training Considerations • WHO • Determine your intended Audience • Records Staff or End Users • WHAT • What Do Participants Need to Know? • WHEN • When will Training Take Place • Multiple sessions • Deadline to Complete

  21. Training Considerations • WHERE • Training Center • Desktop • Video Conference • WHY • Purpose or Training • HOW • Live • Who will Deliver Training • Online/On Demand

  22. Training Considerations • Corporate Culture • How is Training Viewed / Supported? • Train to the Records Program • Special Project or New Policy • Budget • Cost of Developing Content • Cost of End User Attendance • IT • Application Support • Help Desk

  23. Training Considerations PILOT Find the Right Group TRAIN Teach End Users to Take Ownership / Responsibility EVALUATE Effectiveness

  24. Training Considerations Flexibility Tweets Video Wiki’s Blogs Podcasts

  25. Training Considerations • Know your subject matter • Know your audience • Don’t assume anything

  26. Contact Info Karen Albrecht, CRM Senior Consultant | Merrill Corporation 650-515-9532 karen.albrecht@merrillcorp.com

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