Jesse Wilkins, CRMApril 27, 2011

Professional Development for the 21st Century Records Manager

International - Members in 146 countries Independent - Unbiased and vendor

neutral Implementation Focused - Processes,

not just technology Industry Intermediary - users, suppliers,

consultants, analysts, and the channel http://www.aiim.org

About AIIM

Director, Systems of Engagement, AIIM Background in electronic records management,

email management, ECM, and social technologies Director, ARMA International Board of

Directors (2007-2010) Frequent industry speaker

and and author AIIM ERM and E2.0 Expert

Blogger Instructor for AIIM Certificate

Programs

Jesse Wilkins, CRM

Learning isn’t compulsory –

But neither is survival.

-- W. Edwards Deming

In a world of increasingly rapid change, the half-life of a skill is constantly shrinking."

--John Seely Brown

Formal professional development resources Informal professional development

resources Benefits and pitfalls of peer-oriented

professional development tools The ARMA RIM self-assessment tool

Agenda

Formal professional development programs

Rigorous academic studies over an extended period of time

RIM degree programs more common outside the U.S.

Related academic programs ◦Library and Information Sciences◦Master of Archives and Records

Administration

Degree Programs

Formality: Very formal Availability: Getting better; many programs

available via distance learning or online Recognition: Very high Cost: Very high

Degree Programs

Indicates qualification to perform a job

Offered through a certification body Usually requires a formal exam Typically requires continuing education or periodic recertification

Certifications can be accredited◦ISO 17024

Certifications

Formality: Very formal Availability: Widely available Recognition: Varies by certification Cost: Varies; consider cost of exam + cost

to prepare for exam◦ CRM: $750 ◦ PMP: $555◦ CDIA+: $258

Certifications

Administered by the Institute of Certified Records Managers

Experiential requirement: 3-11 years in 3 of 8 subject areas

6 examsParts 1-5: Exams on specific aspects of RMPart 6: Case study (2 questions)

Certified Records Manager

Administered by CompTIA Focused on document imaging Five domains:

◦ Gather business requirements◦ Analyze business process◦ Recommend solution◦ Design solution◦ Plan for the implementation

CDIA+

Image source: CompTIA

Administered by Project Management Institute

Requires 4500-7500 hours of PM experience Consists of six domains:

◦ Initiating processes◦ Planning processes◦ Executing processes◦ Monitoring and controlling processes◦ Closing processes◦ Professional and

social responsibility

Project Management Professional

Image source: PMI

Certified Business Continuity Professional Certified Information Privacy Professional Certified Archivist Registered Health Information Administrator

Other RIM-related Certifications

Shorter program of study May consist of multiple courses May be for-credit or noncredit

◦ AIIM Certificate Programs (noncredit)◦ Chippewa Valley Technical College – Records and

Information Management Specialist Certificate (15 credit hours)

Certificates can be accredited as well◦ ANSI/ASTM 2659-09

Certificates

Formality: Less formal Availability: Widely available Recognition: Varies by certificate Cost: Varies

◦ AIIM courses: $1050 - $2705◦ Chippewa Valley: $2600

Certificates

Certificate: ◦States that an individual has completed a

class or course and achieved a certain level of success in understanding the principles taught in the course.

Certification: ◦The awarding of a credential acknowledging

that an individual has demonstrated proof of a minimum level of knowledge or competence, as defined by a professional standards organization.

What’s in a name?

Certification vs. Certificate

Source: eLearning Space blog

AIIM Certificate Programs

ECM SharePoint

ERM Capture

BPM Search/IOA

E2.0 Email Management

Whatever the granting organization says they are!

Generally in recognition for long service to an association, industry, or profession◦ARMA: Fellow of ARMA International (FAI)◦AIIM: MIT, LIT, Fellow◦NSA: CPAE Speaker Hall of Fame

Designations

Informal professional development programs

Email lists around a topic or interest area May or may not be official channels Volume, signal-to-noise ratio key Examples:

◦ RECMGMT-L◦ ERECS-L◦ RECORDS-MANAGEMENT-UK◦ RMAA_LIST (AU)

Listservs

ARMA iConference AIIM Communities Twitter (users and lists) Blogs

◦ Association◦ Thought leader◦ Vendor

Social Media

Information Management Magazine Bulletin (IRMS) Records Management Journal

Association Publications

Source: Emerald Journals

Source: IRMS

General business publications◦ InfoWorld, InformationWeek

Trade publications◦ ECM Connection◦ eWeek◦ KMWorld

Publications

Standards and guidelines Books

Publications

Source: ISO

Source: Neal-Schuman

Source: Facet Publishing

Statutes and regulations Announcements from agencies Guidelines and job aids Case law

Government Resources

Annual conferences Regional conferences Local chapter meetings Networking events National, regional, and local boards Task forces and working committees

Association events

White papers Technical documentation Sponsored research Training

◦ Product-specific◦ Process-focused

Vendors

All of the previous sources offer them View from office, home, etc. Often free Quality varies dramatically

Web seminars

Source: Microsoft

Benefits and pitfalls of peer-oriented tools

Benefit: cost

Developed by someone based on their personal experience at what worked and what didn’t

Benefit: “reality-based”

Taken/reviewed/recommended by someone who got value out of it

Benefit: peer-reviewed

May be less group-think depending on peers◦ E.g. RECMGMT-L, blogs

Mixed: groupthinkBenefit: Less groupthink

May not be very high quality content

Pitfall: quality

Dift industries and compliance regimes Dift org sizes and cultures Dift topics or areas of interest

Pitfall: Applicability

May reflect a single unreplicable experience May reflect unproven stuff

Pitfall: theory vs. reality

Source: Bacontoday.com Source: Hershey’s

The ARMA RIM Self-Assessment Tool

All slides and images in this section courtesy of ARMA International

Improve your skills and increase your market value

Identify gaps between knowledge and advancement

Create professional development plan Identify resources to meet your learning

needs Document your strengths to management

◦ Career goals◦ Development needs

Why a Self-Assessment?

ARMA Supports Your Professional Development

Log On to the Tool

Getting Started

Set yourLevel andClick “BeginAssessment”

Self- Assessment Snapshot, Level 1

Self-Assessment Snapshot, Level 3

Take your time: it’s an evaluation; not a test!

Be truthful: “fudging” your answers only hurts you in the long run

Complete each domain in same sitting if you can; you can complete in stages

Remember: results are confidential

Tips for Taking the Assessment

The difference between your actual proficiency level and desired proficiency is called the gap.

The gap analysis identifies: Which competencies you demonstrate well Which competencies you need to develop

further

Gap Analysis

Outlines your strengths and weaknesses related to competencies

Associates learning resources with each task statement.◦Education Resources: seminars, sessions,

and e-learning training programs◦Information Resources: current

publications that provide knowledge and the foundation for skill development for the competency

Gap Analysis Report

Finding Your Gaps

Click toSee

Resources

Gap Analysis Report (sample)

Resource Report

Questions?

Jesse Wilkins, CRM, CDIA+Director, Systems of EngagementAIIM International

+1 (303) 574-0749 directjwilkins@aiim.org http://www.twitter.com/jessewilkinshttp://www.linkedin.com/in/jessewilkinshttp://www.facebook.com/jessewilkinshttp://www.slideshare.net/jessewilkins

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