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20220119 ARMA Toronto Professional Development for the Information Professional workshop
The document outlines professional development pathways for information professionals, emphasizing personalized development plans based on individual career goals and needs. It discusses various learning modalities including structured learning, unstructured learning, coaching, and on-the-job training, while highlighting competencies required in information management. The author, Jesse Wilkins, provides a framework with a template to aid professionals in mapping their development journey and acquiring necessary skills.
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20220119 ARMA Toronto Professional Development for the Information Professional workshop
- 1. Professional Development for theInformation Professional Jesse Wilkins President and Principal Consultant Athro Consulting January 19, 2022
- 2. Jesse Wilkins, CIP,CIPP/US, CRM, IGP, edp, CIGO • Principal Consultant, Athro Consulting • 25+ years experience as end user, vendor, consultant, and trainer • Background in electronic records management, email management, ECM, and social technologies • Lead developer, AIIM Certified Information Professional (CIP) certification
- 4. Agenda What Information Professionals Needto Know Different Paths to Professional Development Your Professional Development Plan
- 5.
- 6. The First IMBOK Source:IMBOK, University of the Western Cape, SA, 2004
- 7. The AIIM ECMBoK c. 2002
- 8. MIKE2 as aBody of Knowledge Source: MIKE2
- 9. The IGI’s Bodyof Knowledge Source: http://www.iginitiative.com
- 10. ARMA’s InfoBOK andIGBOK
- 11. The Definitive IMBody of Knowledge… …doesn’t exist.
- 12. Boundary Issues • No IMbody of knowledge addresses every single information management- related domain. • Engineering drawing management • Customer communication management • Web content management • Document control
- 13. Taxonomy and Terminology Issues •Terms means different things to different organizations and even different departments. • “Record” • “Knowledge management” • “Information governance”
- 14. The Expertise Dilemma • Bodiesof knowledge about a thing… • Are built by those who have done it for a long time • Who are probably more senior, meaning they aren’t “in the trenches” anymore • And who may not be up to speed on the newest developments.
- 15. It Depends… • Whatyou need to know depends on… • Where you are in your career • Where you want to go in your career • What you want to do for the next X years
- 16. Different Paths to ProfessionalDevelopment
- 17. Success begins withfiguring out what you want, then making the choices that will get you there. Shellye Archambeau Former CEO, MetricStream AIIM21 Keynote
- 18. How Do YouLearn? Synchronous vs. Asynchronous Structured vs. Free-form Theory vs. Practice So how do YOU learn?
- 19. Position Yourself for Success It’syour professional development plan.
- 20. It’s Your Responsibility •You know what you want to be when you grow up. • Determine your goals • Assess your current state • Assess what you need to do to achieve your goals This Photo by Unknown Author is licensed under CC BY-NC-ND
- 21. It’s Your Responsibility You’re probablypaying for it. This Photo by Unknown Author is licensed under CC BY-NC-ND
- 22. A Framework for ProfessionalDevelopment
- 23. The Four Pillars of Professional Development StructuredLearning Unstructured Learning Coaching and Mentoring On-the-job Training
- 24. Structured Learning • Degree programs •More recognized • More valued…? • Much more expensive • Can get dated very quickly • May be required for employment or advancement
- 25. Structured Learning Certifications Formal designations Generallyrequire a formal assessment and ongoing maintenance Should be updated regularly Certificates Less formal, may not include a designation Generally include learning and an assessment of that content Do not require ongoing maintenance Should be updated regularly
- 26.
- 27. Certifications (& CertPrep Courses)
- 28. Unstructured Learning • Books& publications • Conferences • Standards & templates • Social media channels • Blogs • MOOCs
- 29. Conferences More than justtalking heads!
- 30.
- 31. Coaching and Mentoring Coaching: Moreperformance-driven More structured & formalized Mentoring: More development-driven Less structured Both are valuable - but different – and you get from each what you put into them
- 32. On-the-job Training • Observation ofskilled practitioners • “Practice” at job tasks under close supervision • Example: Conduct a records inventory • Review the inventory process and approach documentation • Shadow team members who are conducting the inventory • Inventory a dedicated training location • Inventory your own file share • Very good for employees and organization – but needs focus and attention to be successful
- 33.
- 34. Sector / Industry Competencies • Whatindustry do you operate in? • Example: Federal or provincial government • Example: Oil & gas - upstream • What unique IM-related competencies are required in that industry? • Example: Responding to Freedom of Information Act (FOI) requests • Example: Managing well log files and engineering drawings • Where can you acquire those competencies?
- 35. IM Process-Based Competencies Whatis your role – what processes do you work on? • Records management • Business analyst • SharePoint user What process-type competencies do you need to be effective? • Reading a retention schedule • Leading a requirements gathering workshop • Create and save documents in SharePoint Where can you acquire those competencies?
- 36. IM Technology-Oriented Competencies Whatis your role – what processes do you work on? Records management Process owner SharePoint administrator What tools do you use? A content repository An office productivity suite A specialized application What technical competencies do you need to be effective? Use analytics tools in support of a file share cleanup Create a flowchart Create sites and site templates in SharePoint Where can you acquire those competencies?
- 37. Professional Competencies Every informationprofessional needs these! Examples include: Project management Communication / public speaking Change management What else are we missing? Where can you acquire those competencies?
- 38. The Role of Associations Manyassociations offer local/regional groups and specialty groups for particular topics Associations offer most of the things in this section! Industry/sector associations Information management associations Professional/soft skills associations
- 39. Organizational Competencies • Howdo you do your job at your organization? • Organizational culture • Risk tolerance • Terminology and acronyms • How a specific tool is implemented and configured • Specific workflows and processes • Changing organizations – or departments – may require you to relearn these • Where can you acquire those competencies?
- 40. The PD PlanMatrix Domain Structured Learning Unstructured Learning Coaching/ Mentoring OJT / Experiential Degree programs Training programs Certifications Certificates Conferences Books & publications Standards Social media MOOCs Lunch & learns Formal or informal (More effective with more structure) OJT: As directed, with/instead of coaching or mentoring Experiential: Just Do It! ™ Sector/Industry competencies (e.g. energy, legal, government) IM process competencies (e.g. RM, BA) IM tech competencies (e.g. metadata, flowcharts) Professional/soft skills competencies (proj mgmt., change mgmt.) The Professional Development Plan Template
- 41. My Plan for2021 Domain Structured Learning Unstructured Learning Coaching/ Mentoring OJT / Experiential Sector/Industry competencies – for me this is associations Complete 1 ATD certificate course Attend ASAE22 or ATD22 N/A N/A IM process competencies – for me this is privacy and general IM process developments Complete CIPM prep course and exam Attend ARMA InfoCon 2022 Review updated ISO standards Maintain CIPP/US N/A N/A IM tech competencies – for me this is analytics and RPA Complete certificate program on ML Complete MOOCs on RPA and analytics N/A Build a demo information inventory using Treesize Professional/soft skills competencies – for me this is change management Attend Prosci CM course Read 2 specific CM books (AKDAR, Kotter) N/A Build a CM plan template with examples
- 42.
- 44. For More Information Jesse Wilkins PrincipalConsultant, Athro Consulting https://www.athroconsulting.com jesse.wilkins@athroconsulting.com Twitter: @jessewilkins LinkedIn: https://www.linkedin.com/in/jessewilkins
Editor's Notes
- #4 5:34:15 First of all, it means that information professionals have to keep learning. Many of the things you know today, and you’re an expert at today, won’t be as valuable tomorrow or next year or in five years. Some principles are timeless, to be sure, but different times, tools, and technologies will require different tactics.
- #30 More than just talking heads! Education Networking “Kick the tires” of technology solutions
- #31 Self-contained, self-defined learning paths May offer credentials or not