This session at the ARMA Houston Spring Seminar described different avenues for records development including certifications, certificates, and informal learning opportunities.

1. Professional Development for the 21stCentury Records Manager Jesse Wilkins, CRM April 27, 2011

2. 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

3. 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

4. Learning isn’t compulsory – But neither is survival. -- W. Edwards Deming

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

6. Formal professional development resources Informal professional development resources Benefits and pitfalls of peer-oriented professional development tools The ARMA RIM self-assessment tool Agenda

7. Formal professional development programs

8. 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

9. Formality: Very formal Availability: Getting better; many programs available via distance learning or online Recognition: Very high Cost: Very high Degree Programs

10. 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

11. 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

12. Administered by the Institute of Certified Records Managers Experiential requirement: 3-11 years in 3 of 8 subject areas 6 exams Parts 1-5: Exams on specific aspects of RM Part 6: Case study (2 questions) Certified Records Manager

13. 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

14. 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

15. Certified Business Continuity Professional Certified Information Privacy Professional Certified Archivist Registered Health Information Administrator Other RIM-related Certifications

16. 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

17. Formality: Less formal Availability: Widely available Recognition: Varies by certificate Cost: Varies AIIM courses: $1050 - $2705 Chippewa Valley: $2600 Certificates

18. 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?

19. Certification vs. Certificate Source: eLearning Space blog

20. AIIM Certificate Programs

21. 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

22. Informal professional development programs

23. 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

24. ARMA iConference AIIM Communities Twitter (users and lists) Blogs Association Thought leader Vendor Social Media

25. Information Management Magazine Bulletin (IRMS) Records Management Journal Association Publications Source: Emerald Journals Source: IRMS

26. General business publications InfoWorld, InformationWeek Trade publications ECM Connection eWeek KMWorld Publications

27. Standards and guidelines Books Publications Source: ISO Source: Neal-Schuman Source: Facet Publishing

28. Statutes and regulations Announcements from agencies Guidelines and job aids Case law Government Resources

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

30. White papers Technical documentation Sponsored research Training Product-specific Process-focused Vendors

31. All of the previous sources offer them View from office, home, etc. Often free Quality varies dramatically Web seminars Source: Microsoft

32. Benefits and pitfalls of peer-oriented tools

33. Benefit: cost

34. Developed by someone based on their personal experience at what worked and what didn’t Benefit: “reality-based”

35. Taken/reviewed/recommended by someone who got value out of it Benefit: peer-reviewed

36. May be less group-think depending on peers E.g. RECMGMT-L, blogs Mixed: groupthink Benefit: Less groupthink

37. May not be very high quality content Pitfall: quality

38. Dift industries and compliance regimes Dift org sizes and cultures Dift topics or areas of interest Pitfall: Applicability

39. May reflect a single unreplicable experience May reflect unproven stuff Pitfall: theory vs. reality Source: Bacontoday.com Source: Hershey’s

40. The ARMA RIM Self-Assessment Tool All slides and images in this section courtesy of ARMA International

41. 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?

42. ARMA Supports Your Professional Development

43. Log On to the Tool

44. Getting Started Set your Level and Click “Begin Assessment”

45. Self- Assessment Snapshot, Level 1

46. Self-Assessment Snapshot, Level 3

47. 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

48. 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

49. 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

50. Finding Your Gaps Click to See Resources

51. Gap Analysis Report (sample)

52. Resource Report

53. Questions?

54. Jesse Wilkins, CRM, CDIA+ Director, Systems of Engagement AIIM International +1 (303) 574-0749 direct jwilkins@aiim.org http://www.twitter.com/jessewilkins http://www.linkedin.com/in/jessewilkins http://www.facebook.com/jessewilkins http://www.slideshare.net/jessewilkins For more information