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ARMA GOLDEN GATE CHAPTER DEVELOPING A 1 ST CLASS TRAINING PROGRAM

Learn how Merrill Corporation created a Records Management Training Program for its national staff, inspiring you to develop one for your organization. Discover the objectives, methodologies, and results of the program, emphasizing the importance of effective training. Explore considerations such as audience, content, delivery methods, and support systems necessary for successful training implementation.

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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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