merrillcorp.com/law page 1 arma golden gate chapter developing a 1 st class training program...

merrillcorp.com/law

ARMA GOLDEN GATE CHAPTER

DEVELOPING A 1ST CLASS TRAINING PROGRAM

Presented by: Karen Albrecht, CRM January 19, 2010January 19, 2010

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Today’s Objective:Today’s Objective:

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

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Merrill’s TrainingMerrill’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

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Our Environment

• National workforce

• Primitive to sophisticated RM programs

• Multiple software applications

• Variety of process/procedures

• Seasoned manager to first time records employees..

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The ApplicationThe Application

Lectora by Trivantis.Lectora by Trivantis.

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Develop Content

• Basics• Legal Terminology• Supply Terminology• Alphabetical / Numerical / Chronological Filing

Skills

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Develop Content• Create PowerPoint slide deck• Limit each subject to 20-25 slides

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Develop Content• Include as many visual aids as possible

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The Results

• Email the Final Assessment Results• Over 100 participants • Average score of 91%

• Accessed by Executive Management• Office Services Staff• Client’s Management

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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

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TRAINING CONSIDERATIONSTRAINING CONSIDERATIONS

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Training ConsiderationsTraining 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

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•WHERE• Training Center• Desktop• Video Conference

•WHY• Purpose or Training

•HOW• Live• Who will Deliver Training• Online/On Demand

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•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

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– PILOTPILOT• Find the Right GroupFind the Right Group

– TRAINTRAIN• Teach End Users to Take Ownership / ResponsibilityTeach End Users to Take Ownership / Responsibility

– EVALUATEEVALUATE• EffectivenessEffectiveness

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FlexibilityFlexibility

TweetsTweets

VideoVideo

Wiki’s Wiki’s

BlogsBlogs

PodcastsPodcasts

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• Know your subject matterKnow your subject matter

• Know your audienceKnow your audience

• Don’t assume anythingDon’t assume anything

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Contact InfoContact Info

Karen Albrecht, CRMSenior Consultant | Merrill Corporation

[email protected]

merrillcorp.com/law page 1 arma golden gate chapter developing a 1 st class training program...

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