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A Presentation for theA Presentation for theBimonthly Records and Bimonthly Records and Information Discussion GroupInformation Discussion Group

October 21, 2004October 21, 2004

My Name is…My Name is…

Andy PotterAndy PotterArchivistArchivistNARA’s Northeast NARA’s Northeast RegionRegion(413)236-3605(413)[email protected]@nara.gov

NARA’s Strategic NARA’s Strategic Directions Directions Records Management Redesign Records Management Redesign

(RMI) includes expanded training (RMI) includes expanded training opportunities:opportunities:– Introduce new tools and techniques Introduce new tools and techniques

that will connect RM more directly to that will connect RM more directly to agency business programs and agency business programs and prioritiespriorities

– Support and assist agency RMOs in Support and assist agency RMOs in providing training and support to providing training and support to key staff throughout their agencies key staff throughout their agencies

Supporting the RMISupporting the RMI

In support of the RMI, NARA’s In support of the RMI, NARA’s National RM Program will offer National RM Program will offer selected training classes to selected training classes to national audiences through a national audiences through a variety of distance learning variety of distance learning formats.formats.

NARA’s Records NARA’s Records Management TrainingManagement Training NARA's National Records NARA's National Records

Management Training Program Management Training Program covers all aspects of current law, covers all aspects of current law, regulation, policy, procedure, and regulation, policy, procedure, and official guidance related to official guidance related to records management (RM) in the records management (RM) in the Federal Government. Federal Government.

VideoconferenceVideoconference TeleconferenceTeleconference virtual classroomvirtual classroom online, web-based online, web-based and broadcast. and broadcast.

Supporting the RMISupporting the RMI

NARA’s Records NARA’s Records Management WebinarsManagement Webinars The technology-based Webinar is The technology-based Webinar is

one part of the expansion of NARA’s one part of the expansion of NARA’s RM training programRM training program

Using the webcast technology to Using the webcast technology to offer webinars combines web-based, offer webinars combines web-based, real-time interaction with a real-time interaction with a teleconference to deliver distance teleconference to deliver distance learning in an affordable, easy-to-use learning in an affordable, easy-to-use package package

During Fiscal Year 2004, the During Fiscal Year 2004, the National Records Management National Records Management Training Team (NRMTT) organized Training Team (NRMTT) organized and delivered two successful and delivered two successful Webinars to the Federal community Webinars to the Federal community

NARA’s Northeast Region offered NARA’s Northeast Region offered the two sessions called “E-mail as a the two sessions called “E-mail as a Federal Record: The Basics.” Federal Record: The Basics.”

NARA’s Records NARA’s Records Management WebinarsManagement Webinars

Promoted solely through the use of Promoted solely through the use of e-mail to regional records e-mail to regional records management contacts, both management contacts, both sessions were filled within 24 hours.sessions were filled within 24 hours.

Strong interest on the part of Strong interest on the part of NARA’s records management NARA’s records management customer base for this type of customer base for this type of presentation. presentation.


The sessions were designed as The sessions were designed as short, topical sessions, giving a short, topical sessions, giving a brief overview of the subject. brief overview of the subject.

Participants were provided with a Participants were provided with a URL to access the Internet and a URL to access the Internet and a toll-free teleconference number.toll-free teleconference number.


Participants log into the Web site Participants log into the Web site and join the meeting online. and join the meeting online. – chat window, chat window, – presentation windowpresentation window– a participant window that allows a participant window that allows

them to "virtually" raise their handsthem to "virtually" raise their hands– a polling feature can be used to a polling feature can be used to

capture feedback on the session. capture feedback on the session.


Audio is provided through a toll-Audio is provided through a toll-free teleconference line. free teleconference line.

Most participants sat at their own Most participants sat at their own computers but some sites used computers but some sites used their conference rooms so that their conference rooms so that more staff could see and listen to more staff could see and listen to the presentation. the presentation.


Feedback was very positive. Feedback was very positive. – A participant from the Coast Guard said A participant from the Coast Guard said

“This morning’s presentation was “This morning’s presentation was great.” great.”

– Another from EPA said “It is a great way Another from EPA said “It is a great way of attending sessions!...I would be very of attending sessions!...I would be very interested in attending future webinars! interested in attending future webinars! I can not always get out to meetings. I can not always get out to meetings. The feature of not having to leave the The feature of not having to leave the office but being able to attend is office but being able to attend is great!”great!”


Fiscal Year 2005 will be the pilot year Fiscal Year 2005 will be the pilot year for a national program of webinars in for a national program of webinars in support of NARA RMI goals: support of NARA RMI goals: – Topical webinar sessions conducted by Topical webinar sessions conducted by

NARA Headquarters and Regions;NARA Headquarters and Regions;– National Records Management Training National Records Management Training

Program Introduction sessions;Program Introduction sessions;– Partnering with agencies in developing Partnering with agencies in developing

sessions tailored to specific agency needs.sessions tailored to specific agency needs.


Topical Webinar Topical Webinar SessionsSessions Sessions that build on the success Sessions that build on the success

of the FY 2004 pilots:of the FY 2004 pilots:– E-mail will be included as a topic with E-mail will be included as a topic with

at least three more topics to be at least three more topics to be identified,identified,

– The sessions will be designed to last The sessions will be designed to last no more than 45 minutes and include no more than 45 minutes and include no more than 25 participants,no more than 25 participants,

– Presented free-of-charge for agency Presented free-of-charge for agency managers and staff.managers and staff.

Training Program Roll-Training Program Roll-out out NARA is introducing a significant NARA is introducing a significant

change in the curriculum and change in the curriculum and methods it uses to provide methods it uses to provide records management training for records management training for customer agencies.customer agencies.

Webinar format allows agency RM Webinar format allows agency RM staff to become familiar with the staff to become familiar with the new curriculum and methodology.new curriculum and methodology.

Partnering with Partnering with AgenciesAgencies The webinar approach is perfect The webinar approach is perfect

for the tailored delivery of for the tailored delivery of agency-specific records agency-specific records management information management information throughout a Federal agency’s throughout a Federal agency’s organizational structure. organizational structure.

NARA can provide a significant NARA can provide a significant tool to assist agencies with tool to assist agencies with developing a comprehensive developing a comprehensive records management program. records management program.

NARA will work with agencies to NARA will work with agencies to identify and create web-based training identify and create web-based training using the webinar format in support of:using the webinar format in support of:– schedule implementation roll out, schedule implementation roll out, – records freeze implementation, records freeze implementation, – program support, program support, – Agency-specific inventory projects Agency-specific inventory projects – and other agency records management and other agency records management

issues and concerns. issues and concerns.

Partnering with Partnering with AgenciesAgencies

Thank you very much.Thank you very much.

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