Arma okc 20150521
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Professional Development for Records Managers
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Arma okc 20150521
- 1. Sharpen the Saw: Deliver Value through Professional DevelopmentARMA OKC May 21, 2015 Josh Komarek, CRM Records Manager, Seventy Seven Energy
- 2. Objectives Explore available resources Optimize them to your career
- 3. Refresher
- 6. Your toolbox 1. Degree programs 2. Professional certifications 3. Certificate programs 4. In-person events 5. Publications* 6. Webinars 7. Vendors High Cost, lots of time, exponential return Low cost, minimal time, incremental return SWEET SPOT
- 7. Degree Programs Master of Archives and Records Administration (SJSU) Master of Library and Information Science
- 8. Professional Certifications - CRM ICRM 6 parts total $750 Bachelor’s degree + 1 year relevant experience, can substitute some experience for education High recognition Broad based experience
- 9. Professional Certifications - IGP ARMA International $599 140 multiple choice questions Maintenance requirement No mandatory qualifications, but recommended 3 years experience with a degree or 6 without Study pack: $1,290
- 10. Professional Certifications - CIP AIIM No mandatory requirements, but 3 years + bachelor’s is recommended $265 100 multiple choice questions Can retake after 90 days
- 11. Certificate Programs ARMA Certificate Programs (11 currently available!) Essentials of RIM Certificate Essentials of the Generally Accepted Recordkeeping Principles® Certificate Professional Leadership Certificate Foundations of Information Management Certificate Retention Program Development Certificate SharePoint® Records Management Certificate Essentials of the Principles Certificate Essentials of Information Governance Certificate Information Management Essentials for Solution Providers Certificate Designated Information Governance Solution Provider Certificate Designated Information Governance Assessment Facilitator Certificate
- 12. Certificate Programs AIIM Certificate Programs Practicioner Specialist Master Electronic Records Management Business Process Management Information Governance SharePoint 2013 Taxonomy and Metadata Capture and Imaging Content Management Online or in-person 7-10 hours of content, sometimes requires additional study
- 13. Essentials of RIM Certificate Member Price: $1,299 All online 10 modules “Pilot” - can try the first module for $200, which gets credited toward full purchase 24 months to complete Target audience: Small-medium sized organizations Coordinators/liaisons in dispersed models who oversee high risk areas of the business Entry level employees in a large RM organization Same knowledge likely exists in-house, but consider your opportunity cost – educating in-house can sometimes be as expensive Can be a substitute for a consultant
- 14. Certificate Programs (continued) Lean Six Sigma Project/program management
- 15. In-Person Events ARMA AIIM MER InfoGovCon ARMA Houston ARMA Southwest Region events
- 16. A word on networking NO SUBSTITUTES! Industry peers Is this a “real” profession? Opportunity to represent your organization (double edged!) Expenses I’m too busy
- 17. Webinars AIIM 1-2 per month Usually sponsored ARMA Several on demand at any given time Free to members
- 18. Publications Standards and guidelines Statues and regulations Blogs, twitters, listserv Avoid the rabbit hole!!! Books, periodicals ARMA library IM magazine Use digital resources! Inexpensive over the long run
- 20. Optimizing Career Development What is best for you???
- 21. The Dilemma
- 22. Sharpening the saw… is a win for you, and your employer
- 23. Pick two
- 25. Lastly… The best thing you can do for your career…
- 26. Thank you! Josh Komarek, CRM Records Manager Seventy Seven Energy 405-608-7354 Joshua.komarek@77nrg.com @joshkomarek http://twitter.com/joshkomarek http://www.linkedin.com/pub/josh-komarek-crm/16/b8b/787 http://www.slideshare.net/joshkomarek
Editor's Notes
- Thank you Renee for the introduction! I’m glad you’re here today. It’s May 21, which means we’re two thirds of the way through this month and it’s not too soon for most of us. I read yesterday that we are an inch away from the rainiest month on record in OKC. Isn’t that wild? Key Message Improve efficiency when making professional development decisions. Reduce cost, save time, and improve quality. Plan appropriately to improve outcomes.
- Simple right? My commitment is to get you out of here on time, as I know we’re all busy. So I’ll maintain that commitment, free of charge. All I ask of you is to hold me accountable to these two objectives. Explore available resources, and determine which is best for your career. If you’re not clear on any of the resources I’m going to discuss, stop me and ask. I’ve tried to provide some actionable steps for planning your career development, but again, if you leave here without knowing what to do next, I haven’t done my job. Can we all agree? Nod for yes!
- Last month Dave Foley from OneOk showed us how to use Stephen Covey’s 7 habits as a framework for developing a RIM program. Is everyone comfortable with using RIM as a catchall term? As always, your mileage may vary, so when I say RIM, I’m using the term interchangeably for whatever your organization calls it. Records Management, Information Governance, Records and Information Management…let’s not get wrapped around the axle with semantics. In brief, the 7 habits serve to guide the reader toward more successful outcomes in any endeavor, which should result in higher fulfillment. Habits 1 through 6 can be used in a linear framework, with the preceding habit serving as a prerequisite. Habit 7, however, is represented differently – as seen on the diagram. Sharpening the saw is a habit that should be done continuously. I have a video that accompanies this idea.
- So, before we talk about applying this idea… I’d like to start with an informal survey… How many of you have more than 1 year experience? How many have a RIM certification (CRM, IGP, CIP)? How many have an advanced degree of any kind? Anything beyond a four year? How many have an advanced degree specific to the field (usually Library-related)? (Look around, this is who you should be listening to instead of me). How many of you, when you look back at your 5th grade yearbook, does it say that you want to be a records manager when you grow up? (my hand up) Nobody? Okay, I’m lying, and if you said so, you probably are too. But there is nowhere I’d rather be. Opportunity is everywhere, and I’ll try to explain why throughout this presentation. RIM is a specialized, knowledge-based profession. Has anyone tried to explain “what you do” to your mother and father? How did that go? We’re not the only ones who have an identity crisis, but I worry that it sometimes scares people away from the field. That’s another topic for
- Some of these resources I’ll just mention, and some I’ll explain in detail – but please stop me if you’d like to discuss any specifics. Nod your head if you agree…I can get moving pretty quickly, but I have plenty of time built in here to stop and discuss, and don’t count on me to come back to something later. So, these are ordered purposefully, and we’ll see why here in a minute. Just a note on publications, I lump new and electronic media in here as well, so that’s why you see the asterisk. I’ll spend most of my time today talking about the middle, right here. I mentioned that these are ordered specifically: as we work down the list, we’ll see diminishing returns, but also diminished outlay in time and cost. Does this all make sense? However, the drop in investment from 1 to 2 is fairly significant, so the middle here is where you can really move the needle. These – the top and bottom – are mostly “what you see is what you get”. But here, the decisions we make can impact your skills, your budgets, and your career path.
- Advanced degrees in Records are more common outside the US MARA program: 3 years to complete, faculty is experienced in RM. Available for distance learning. Very expensive! But those that complete a program like this have a head start over other those without.
- I had given some of you homework at the April meeting. I asked the CRMs in attendance to consider what made them pursue the certification. Gail, Kathleen, Jan, or Deanna, what was the most important reason?
- This is the new kid on the block. From the website: It helps improve the speed of business for your organization. It will help you use information more effectively. It will help you become more successful, professionally Mission of the IGP Certification Program: Provide an information governance credential within an ethical and professional framework to support individuals to deliver organizational value and reduce risk.
- High technical aptitude required I have a few jobs asking for a CIP. I expect that to continue to increase. The prep for this exam, and completion of it, will help you establish credibility with your IT people. In fact, if you report up through that function, I would put it’s importance on a par with the CRM.
- ARMA has invested a lot in education! I’ll talk about the first one next, but be aware of overlap in some of these. I see a lot of available content, but I’m not sure it’s as strategic as it needs to be right now. But, ARMA is moving in the right direction by updating their content. Also, keep in mind that these certificates are different than certifications, as we discussed earlier. I have not seen any of these listed on job requirements. I’d also like to call out the SharePoint course specifically. This was developed by Bruce Miller, who has more knowledge in his pinky about this subject than I think what exists in the rest of the world. The concepts apply outside of Sharepoint as well, so if your organization uses any sort of centralized tool to manage electronic records, this is the authority for optimizing the use of that tool. Invite your IT folks.
- These programs are priced reasonably. There is a test at the end, and I’ve seen some people add their designations to their title. AIIM’s resources to keep these programs current is what impresses me the most. Technology is good. I also like the skill level and the ability to build on previous knowledge.
- Again, I’m not selling one or the other here. ARMA markets this as “opportunity to acquire a broad base of fundamental skills and knowledge – on your schedule”. Great for: “a team of one” – if you don’t have in-house knowledge, and your organization does not want to invest in a qualified Records Manager position, this is a good way to gain some traction. The price tag is high – but for the salary difference between a CRM and a mid-level professional, this is a great buy. IMHO, it’s about half the cost of attending the annual conference, for education that is tailored specifically to someone who requires a well-rounded knowledge base. Also, note that you can take this on a trial basis.
- And, these can be helpful as well. Again, your mileage may vary. My organization is very focused on bringing lean concepts into our workplace, so I’ve been spending a lot of time there. We’ll talk some more on project management, but anyone charged with RIM duties should have PM concepts baked into their development planning.
- I’ll touch on more about in-person later, but these are some of the main events. The top few are roughly 3 days, the bottom half are usually two. I have not been to the InfoGovCon, but it’s priced very well, and the speaker list is very good, and the format is very modern. The Houston chapter also puts on an annual event in the spring, and if you’re in the energy industry I would recommend that conference over any others.
- Networking: Trust me to do it. If it makes you uncomfortable – I promise you, that you are not even close to being as uncomfortable as me. I believe I invented the term “Wallflower”. For most of you, I’m guessing this is no problem. If you’re like me, then find a resource in advance. For me – a plan with goals helps me to ensure I get what I need. If I go to a conference, I either set a goal of like 10 new connections, or I specifically target certain people. It’s okay! There’s no stalking in the professional world, especially in the world of RIM. I hear a recurring theme among thought leaders in this profession that they want to mentor the “next generation”. It matters to them. So, if you see a “rock star” of the profession, just introduce yourself briefly – say that I admire your work, ask if you can connect with them on Linkedin, they’ll always say yes, then send them a short “thank you” email when you get home. Repping your org: Don’t ruin it! General rules apply, be present, retain your faculties, etc. But the upshot – you can always have the opportunity to sell your organization. Attracting talent, improving perception – these are all areas that can be used as selling points with your management. In-person networking can be expensive, so make sure that you build your case thoroughly for your management. Many conferences have templates that you can use to win support. Remember the dull saw? When you’re too busy to network, you’re not doing it right. Remember this for later, it will come up again.
- I won’t spend a lot of time here, but be sure you know what is out there. ARMA has great content, my criticism would be the technology at times has given me fits, and that the descriptions are sometimes not helpful. Many sites offer computer-based education for a fee, and I typically don’t recommend that for general career development. If you are in the market for a solution to a very specific problem, I could get with using budget to obtain it, but otherwise, stick to the free and low cost material.
- ISO 15489 CFR You may have some specific regs that apply to your business, and if you’re business does not own a legal version, get one. Twitter can be the best thing ever and the worst thing ever, all at the same time. You can get answers instantly, but you can also get sidetracked very easily. Not everyone has something important to say all the time. It won’t hurt anyone’s feelings if you unfollow them. Be aware of your bandwidth to receive information. Read about decision fatigue or content overload for more information.
- Some vendor resources are very high quality, some are not. Look for hard data, be critical when receiving information from vendors. Anonymous surveys and studies produce the best results, and often you’ll see vendors partner with ARMA or AIIM to conduct a survey. That’s okay, they may be angling for a specific conclusion, but the association can help normalize the process and results and scrub the sales pitch out of it.
- Pause, take a drink, one deep breath.
- So…all that information, and we’ve arrived here. I believe that the first objective is complete: remember what it was? Explore available resources. Our second one…which is best for your career? Well, I believe this is NOT a dilemma at all. These two concepts are not mutually exclusive. Your workplace has a culture. To be a part of a team, it’s vital to absorb that culture, and become a reflection of it. Would everyone agree with that? (use Terrell Owens analogy if needed…put his own culture and needs first and never won a super bowl). But is “permanent employment” part of your organization’s culture? I’ve hired roughly 60 people during my career. I never once signed anyone to a lifetime contract.
- In short, if you’re good at the job you have, you’re more likely to be considered for other opportunities. And I firmly believe that you cannot be successful at a job if you’re not engaged. I’ve seen good careers get derailed because employees were not passionate about what they were doing. The heart of Dr. Covey’s 7 habits is that the intent is to provide a framework for fulfillment in your life’s endeavors. If you’re chasing salary, then I have very little to offer. If you are concerned about impressing people when you hand out a business card, then I have very little to offer you.
- You may recognize this as a project management tool. If you’re not, I’ll summarize. If you want a project done, you can’t have it all. You sacrifice one of these elements for the others. In essence, you can approach career development opportunities as a project. So, let me use the whiteboard and see if I can plug in some of what we’ve discussed today. Let’s start with this presentation today. Would we all agree that this was a fast project? If you drove here from out of town, you’ve expended more resources, but otherwise, this isn’t much more than a typical lunch break. What about cheap? Can we all agree that $15 is pretty reasonable? How about good? Well, I’m up here, so it can’t be that great. Look, I want all of you to return to your desks and email your boss and tell him how much you learned today, and that it was the best way to spend a lunch hour. But realistically? If you could obtain education that would improve your job qualifications over a lunch break for fifteen bucks, there would be a much longer line to get in, correct? My friend Andy would have needed to bring many more trays of that delicious chicken marsala. So “local event” can usually fit into “fast and cheap”. National conferences? Fast and good? Professional certifications? Good and cheap? What about books? Good and cheap? Certificate programs? Fast and good?
- A word about time…remember when we talked about in-person events earlier? Keep in mind that you give up something, always. Your employer may be nice enough to give you comped time for traveling to and attending a conference, but the expectations of your job don’t just magically disappear while you’re away. Business as usual is always business as usual. Missed opportunities can still do damage. A couple of tips can help you mitigate the risk of missing opportunities. First, plan in advance. Does your business care more about records in the first quarter of every year when last years expirations hit? Or, does your business go through cycles? If you’re in the higher education world, you may want to target summer opportunities to keep your “downtime” to a less important time of the year. The other side of this coin is that if you are away from the office during a busy time, your valuable focus will be compromised. It’s difficult to be educated when you’re thinking about the office. Second, optimize your travel. I’m not the authority on this topic, but if travel is part of your plan, please do some internet research and learn from experienced travelers. Some people like that grind – I’m not one of them – but learn from those that do it often. Flights and taxis and trains and buses and hotels can all be a complex world. I have seen many people when coming and going from conferences over the years, and I’ve seen people return to the office so beaten down by the travel that they need a week or two to return to form. Don’t be one of those people. Don’t take the layover in Chicago in December, and avoid rush hour flights when possible. If you can optimize your travel experience, it will leave you with extra time, extra energy in the tank, and maybe even extra dollars in the budget.
- Is to always ensure that your work is fulfilling. If you’re always climbing uphill, find out why. Evaluate what motivates you, and then align your professional development goals to that. If you aren’t in a role that is not currently fulfilling, you need to determine if that’s temporary or permanent, and then take appropriate steps to remedy the situation. Understand your value in the market. While there may be 5 of the jobs you want in Oklahoma City, there may be 50 in DC. Are there other benefits that may outweigh the inconvenience of moving? You won’t know until you find out. If you’re unsure, talk to a headhunter, not on your company email or phone. Be savvy! Sometimes a change of scenery can be revitalizing.