Upload
gerald-owen
View
214
Download
0
Embed Size (px)
Citation preview
merrillcorp.com/law
Page 1
ARMA GOLDEN GATE CHAPTER
DEVELOPING A 1ST CLASS TRAINING PROGRAM
Presented by: Karen Albrecht, CRM January 19, 2010January 19, 2010
merrillcorp.com/law
Page 2
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.
merrillcorp.com/law
Page 3
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
merrillcorp.com/law
Page 4
Merrill’s TrainingMerrill’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..
merrillcorp.com/law
Page 5
Merrill’s TrainingMerrill’s Training
The ApplicationThe Application
Lectora by Trivantis.Lectora by Trivantis.
merrillcorp.com/law
Page 6
Merrill’s TrainingMerrill’s Training
Develop Content
• Basics• Legal Terminology• Supply Terminology• Alphabetical / Numerical / Chronological Filing
Skills
merrillcorp.com/law
Page 7
Merrill’s TrainingMerrill’s Training
Develop Content• Create PowerPoint slide deck• Limit each subject to 20-25 slides
merrillcorp.com/law
Page 8
Merrill’s TrainingMerrill’s Training
Develop Content• Include as many visual aids as possible
merrillcorp.com/law
Page 9
Merrill’s TrainingMerrill’s Training
merrillcorp.com/law
Page 10
Merrill’s TrainingMerrill’s Training
merrillcorp.com/law
Page 11
Merrill’s TrainingMerrill’s Training
merrillcorp.com/law
Page 12
Merrill’s TrainingMerrill’s Training
merrillcorp.com/law
Page 13
Merrill’s TrainingMerrill’s Training
merrillcorp.com/law
Page 14
Merrill’s TrainingMerrill’s Training
merrillcorp.com/law
Page 15
Merrill’s TrainingMerrill’s Training
merrillcorp.com/law
Page 16
Merrill’s TrainingMerrill’s Training
merrillcorp.com/law
Page 17
Merrill’s TrainingMerrill’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
merrillcorp.com/law
Page 18
Merrill’s TrainingMerrill’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
merrillcorp.com/law
Page 19
TRAINING CONSIDERATIONSTRAINING CONSIDERATIONS
merrillcorp.com/law
Page 20
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
merrillcorp.com/law
Page 21
Training ConsiderationsTraining Considerations
•WHERE• Training Center• Desktop• Video Conference
•WHY• Purpose or Training
•HOW• Live• Who will Deliver Training• Online/On Demand
merrillcorp.com/law
Page 22
Training ConsiderationsTraining 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
merrillcorp.com/law
Page 23
Training ConsiderationsTraining Considerations
– PILOTPILOT• Find the Right GroupFind the Right Group
– TRAINTRAIN• Teach End Users to Take Ownership / ResponsibilityTeach End Users to Take Ownership / Responsibility
– EVALUATEEVALUATE• EffectivenessEffectiveness
merrillcorp.com/law
Page 24
Training ConsiderationsTraining Considerations
FlexibilityFlexibility
TweetsTweets
VideoVideo
Wiki’s Wiki’s
BlogsBlogs
PodcastsPodcasts
merrillcorp.com/law
Page 25
Training ConsiderationsTraining Considerations
• Know your subject matterKnow your subject matter
• Know your audienceKnow your audience
• Don’t assume anythingDon’t assume anything
merrillcorp.com/law
Page 26
Contact InfoContact Info
Karen Albrecht, CRMSenior Consultant | Merrill Corporation