This presentation, delivered on May 12, 2022 at the MER 2022 conference in Indianapolis, IN, outlined an approach to building a personal professional development plan.
20221005 ARMA Kelowna Prof Dev for Info Pro.pptxJesse Wilkins
This presentation, delivered at the ARMA Kelowna conference in Kelowna, BC on 10/5/2022, outlined an approach for professional development for information professionals. Attendees were introduced to a professional development matrix as well as options for professional development resources and how to pay for them.
20230419-3 ARMA Nebraska Prof Dev for Info Pro.pptxJesse Wilkins
This session, delivered at the ARMA Nebraska Spring Seminar 2023 on April 19, 2023, introduced the professional development matrix and walked attendees through how to leverage the matrix to develop their own personal professional development plans.
20230719 ARMA Canada Professional Development.pptxJesse Wilkins
This presentation, delivered at the ARMA Canada Information Conference on July 19, 2023 in Toronto, outlined a framework for professional development in the IM industry. Attendees learned about the 4 types of learning and the 5 domains IM professionals need to understand. Attendees also received a professional development plan template.
This is the lecture slide deck for learning module five of OILS 513, Digital Information Management. The lecture topic is on the field of Knowledge Management
20221005 ARMA Kelowna Prof Dev for Info Pro.pptxJesse Wilkins
This presentation, delivered at the ARMA Kelowna conference in Kelowna, BC on 10/5/2022, outlined an approach for professional development for information professionals. Attendees were introduced to a professional development matrix as well as options for professional development resources and how to pay for them.
20230419-3 ARMA Nebraska Prof Dev for Info Pro.pptxJesse Wilkins
This session, delivered at the ARMA Nebraska Spring Seminar 2023 on April 19, 2023, introduced the professional development matrix and walked attendees through how to leverage the matrix to develop their own personal professional development plans.
20230719 ARMA Canada Professional Development.pptxJesse Wilkins
This presentation, delivered at the ARMA Canada Information Conference on July 19, 2023 in Toronto, outlined a framework for professional development in the IM industry. Attendees learned about the 4 types of learning and the 5 domains IM professionals need to understand. Attendees also received a professional development plan template.
This is the lecture slide deck for learning module five of OILS 513, Digital Information Management. The lecture topic is on the field of Knowledge Management
Techniques to build, engage and manage your intranet projectRebecca Jackson
Workshop delivered at Ark Intranets and Strategy March 5 2015.
As busy intranet teams with limited time and budget, making improvements, or even rebuilding an intranet can be a daunting prospect. In this workshop Rebecca will take you through a number of techniques which you can do yourself, to help build, manage and engage your staff in your intranet project.
- Overview of user experience and change management
techniques to increase engagement
- Hands on activities to go in-depth into techniques such as card-sorting and personas
The objective of this document is to describe the global approach used to deploy Knowledge Management within a firm using the SharePoint and Semantik technologies.
What's Your LMSs Status? Online Learning Conference 2014Brandon Williams
Has your LMS become irrelevant in your greater learning strategy? Are you employees finding it difficult to use? Do administrators find it old and stodgy or want to get rid of it altogether? Take a look at this presentation (originally prepared for Training Magazine's Online Learning Conference in Chicago on September 23, 2014) for some insight into why you may want to keep your LMS around and how you might be able to transform it into a more useful and usable piece of technology in your portfolio.
Please contact me if you have any questions.
Digital Prospecting for an Advanced Sales Course (Undergraduate)James Fyles
Presentation given to the Sales Education Academy session, June 2019. An outline of a five week unit in an advanced undergraduate sales course designed to introduce students to the tools, techniques and process of digital prospecting and engagement
Reduce Cost, Time, and Risk – eDiscovery and Records Management in SharePointConcept Searching, Inc
No organization wants to deal with litigation. eDiscovery is expensive, time consuming and risky. What are the costs? Add them up. Litigation support vendors $75K - $180K; document reviewers $80K to $180K; document review - one gigabyte takes 12.5 days; junk cull $75K to $180K; and the costs continue to mount. This webinar, sponsored by C/D/H and Concept Searching, addresses the common challenges, technology approaches, and a solution guaranteed to deliver results.
SharePoint has records management and the improved eDiscovery Center, but without a framework and specialized tools you are still facing an uphill battle. Join us for this informative webinar about effective records management and eDiscovery technologies that save you money and time, and reduce organizational risk.
What you will learn during this session:
• How to develop a strategy to incorporate eDiscovery and records management into an enterprise content lifecycle management approach.
• Common strategic errors made in eDiscovery and records management.
• How to rapidly find the relevant responsive documents.
• Why vocabulary normalization is key to finding all relevant documents, regardless of keywords.
• Best practices for management of records for disposition, preservation and legal hold.
• Issues and pitfalls of records management in SharePoint, common strategic errors, and how they apply to eDiscovery.
• Types of architecture and tools for powerful and flexible management of unstructured and semi-structured content.
• How auto-classification/text mining, workflow and integration with dynamic LOB data can help.
Speakers:
David Tappan, SharePoint Consultant at C/D/H
Don Miller, Vice President of Sales at Concept Searching
Workshop - Ways of Working Within the M365 Workspace.pptxSimon Rawson
This is an in-depth walkthrough of Microsoft 365 information architecture. It includes:
* Ways into M365 - Teams, SharePoint and Viva Connections
* Elements of information architecture in M365
* M365 governance
* Classification, security and retention models and the role they play in enterprise search
Higher Education University Websites: Improving Information Architecture & Sc...Jorge Serrano-Cobos
Higher Education Institutions often forget to incorporate University Web Portals Interaction Design and Information Architecture when envisioning Internationalization Strategy. This Conference shows practical advice and case studies, and how a better university international web portal can drive not only to attract more and better students, but also to improve Search Engine Optimization and Scientific Visibility / Academic Marketing, "killing two birds (or more) with one stone"
20240409 ARMA NE Ohio Building a RIM Program with a RIM Playbook.pptxJesse Wilkins
This presentation, delivered virtually to the ARMA Northeast Ohio Chapter on April 9, 2024, outlined the purpose and benefits of building a RIM Playbook, described the elements of a playbook, described the elements of a ply, and outlined the steps to take to build a playbook.
20240425 ARMA Milwaukee Records Mgmt in the Age of Privacy.pptxJesse Wilkins
This presentation, delivered virtually to the ARMA Milwaukee chapter on April 25, 2024, reviewed the 6 eras of records management, defined the characteristics of the age of privacy, outlined the concepts of defensible disposition and data minimization, and presented a recommendation to move in the direction of purpose-based retention and a personal information retention schedule.
More Related Content
Similar to 20220512 MER2022 Professional Development for the Information Professional
Techniques to build, engage and manage your intranet projectRebecca Jackson
Workshop delivered at Ark Intranets and Strategy March 5 2015.
As busy intranet teams with limited time and budget, making improvements, or even rebuilding an intranet can be a daunting prospect. In this workshop Rebecca will take you through a number of techniques which you can do yourself, to help build, manage and engage your staff in your intranet project.
- Overview of user experience and change management
techniques to increase engagement
- Hands on activities to go in-depth into techniques such as card-sorting and personas
The objective of this document is to describe the global approach used to deploy Knowledge Management within a firm using the SharePoint and Semantik technologies.
What's Your LMSs Status? Online Learning Conference 2014Brandon Williams
Has your LMS become irrelevant in your greater learning strategy? Are you employees finding it difficult to use? Do administrators find it old and stodgy or want to get rid of it altogether? Take a look at this presentation (originally prepared for Training Magazine's Online Learning Conference in Chicago on September 23, 2014) for some insight into why you may want to keep your LMS around and how you might be able to transform it into a more useful and usable piece of technology in your portfolio.
Please contact me if you have any questions.
Digital Prospecting for an Advanced Sales Course (Undergraduate)James Fyles
Presentation given to the Sales Education Academy session, June 2019. An outline of a five week unit in an advanced undergraduate sales course designed to introduce students to the tools, techniques and process of digital prospecting and engagement
Reduce Cost, Time, and Risk – eDiscovery and Records Management in SharePointConcept Searching, Inc
No organization wants to deal with litigation. eDiscovery is expensive, time consuming and risky. What are the costs? Add them up. Litigation support vendors $75K - $180K; document reviewers $80K to $180K; document review - one gigabyte takes 12.5 days; junk cull $75K to $180K; and the costs continue to mount. This webinar, sponsored by C/D/H and Concept Searching, addresses the common challenges, technology approaches, and a solution guaranteed to deliver results.
SharePoint has records management and the improved eDiscovery Center, but without a framework and specialized tools you are still facing an uphill battle. Join us for this informative webinar about effective records management and eDiscovery technologies that save you money and time, and reduce organizational risk.
What you will learn during this session:
• How to develop a strategy to incorporate eDiscovery and records management into an enterprise content lifecycle management approach.
• Common strategic errors made in eDiscovery and records management.
• How to rapidly find the relevant responsive documents.
• Why vocabulary normalization is key to finding all relevant documents, regardless of keywords.
• Best practices for management of records for disposition, preservation and legal hold.
• Issues and pitfalls of records management in SharePoint, common strategic errors, and how they apply to eDiscovery.
• Types of architecture and tools for powerful and flexible management of unstructured and semi-structured content.
• How auto-classification/text mining, workflow and integration with dynamic LOB data can help.
Speakers:
David Tappan, SharePoint Consultant at C/D/H
Don Miller, Vice President of Sales at Concept Searching
Workshop - Ways of Working Within the M365 Workspace.pptxSimon Rawson
This is an in-depth walkthrough of Microsoft 365 information architecture. It includes:
* Ways into M365 - Teams, SharePoint and Viva Connections
* Elements of information architecture in M365
* M365 governance
* Classification, security and retention models and the role they play in enterprise search
Higher Education University Websites: Improving Information Architecture & Sc...Jorge Serrano-Cobos
Higher Education Institutions often forget to incorporate University Web Portals Interaction Design and Information Architecture when envisioning Internationalization Strategy. This Conference shows practical advice and case studies, and how a better university international web portal can drive not only to attract more and better students, but also to improve Search Engine Optimization and Scientific Visibility / Academic Marketing, "killing two birds (or more) with one stone"
20240409 ARMA NE Ohio Building a RIM Program with a RIM Playbook.pptxJesse Wilkins
This presentation, delivered virtually to the ARMA Northeast Ohio Chapter on April 9, 2024, outlined the purpose and benefits of building a RIM Playbook, described the elements of a playbook, described the elements of a ply, and outlined the steps to take to build a playbook.
20240425 ARMA Milwaukee Records Mgmt in the Age of Privacy.pptxJesse Wilkins
This presentation, delivered virtually to the ARMA Milwaukee chapter on April 25, 2024, reviewed the 6 eras of records management, defined the characteristics of the age of privacy, outlined the concepts of defensible disposition and data minimization, and presented a recommendation to move in the direction of purpose-based retention and a personal information retention schedule.
20240215 ARMA OK Building a RIM Program with a RIM Playbook Final.pptxJesse Wilkins
This presentation, delivered virtually to the ARMA Oklahoma chapter on February 15, 2024, introduced attendees to the idea of a business and RIM playbook. Attendees learned about the benefits of a playbook, the elements of a playbook, and the elements of a play. The session concluded with a review of the process for building a playbook from scratch.
20240213 ARMA GCAC Business and Technical Assessment for an Info Mgmt Initiat...Jesse Wilkins
This presentation, delivered virtually to the ARMA Chattanooga chapter on February 13, 2024, described the elements of a business assessment, a technical assessment, and a maturity assessment in support of an information management initiative.
20240202 Austin ARMA Bringing Your RIM Program Under the Big Top with a RIM P...Jesse Wilkins
This presentation, delivered virtually on February 2, 2024 as part of the Austin ARMA Annual Conference, introduced the idea of a records management playbook. I described the purpose and benefits of a playbook, then outlined the elements of a playbook and the individual plays.
20240118 ARMA St Louis Building a RIM Program with a RIM Playbook.pptxJesse Wilkins
This presentation, delivered virtually to the ARMA Greater St. Louis Chapter on January 18, 2024, outlined how to build a records management playbook. The presentation described the benefits of building a playbook, the elements of a playbook, the elements of a play, and how to actually build and maintain one.
20240110 ARMA GKC Build and Sustain Your RIM Program with a RIM Playbook.pptxJesse Wilkins
This presentation, delivered virtually to the ARMA Greater Kansas City Chapter on January 10, 2024, outlined how to build a records management playbook. The presentation described the benefits of building a playbook, the elements of a playbook, the elements of a play, and how to actually build and maintain one.
20231207 ARMA Madison Build and Sustain Your RIM Program with a RIM Playbook....Jesse Wilkins
This presentation, delivered virtually to the ARMA Madison Chapter on December 7, 2023, outlined the value of a business playbook and, specifically, a records and information management (RIM) playbook. Attendees learned about the elements of a playbook and of individual plays and how to construct their own playbooks using a provided template.
20231219 ARMA Florida Gulf Coast How to Select the Right Certifications for Y...Jesse Wilkins
This presentation, delivered virtually to the ARMA Florida Gulf Chapter on December 19, 2023, outlined the value of certifications and described three class of certifications including RIM, "RIM-adjacent", and "Other". Attendees received an overview of the 6 RIM certifications and a table comparing their exams and programs. The session concluded with a framework for determining how to select the most appropriate certification based on costs, context, and program visibility and market awareness.
20231005 ARMA San Diego RIM-IG Certifications and the Path to Professional De...Jesse Wilkins
This presentation was delivered virtually to ARMA San Diego on October 5, 2023. It compared and contrasted the various information governance / information management-related certifications and presented a framework for deciding which one(s) to pursue based on an individual's career goals.
20230717 ARMA Canada How to Select the Right IM Certifications for You.pptxJesse Wilkins
This presentation, delivered on July 17, 2023, at the ARMA Canada Information Conference, compared and contrasted the various IM and IM-adjacent certifications. Attendees also learned how to determine the right certification for them based on their career goals.
20230919 ARMA New England Keynote on IG Industry Trends.pptxJesse Wilkins
This keynote, delivered at the ARMA New England Win with IG seminar on September 19, 2023, outlined the state of the IG industry from three perspectives: what industry analysts are talking about, what the key conference sessions are about, and what individual chapters and vendors are talking about. The session concluded with ways for individuals to keep abreast of developments in IG.
20230117 ARMA MHD Building Your RM Playbook.pptxJesse Wilkins
This presentation, delivered to the ARMA Mile High Denver Chapter on January 17, 2023, outlined the value and benefits of building a records management playbook. Attendees learned about the elements of a playbook and the individual plays within the playbook. The session concluded with a discussion of how to actually build a RM playbook.
20160602 ARMA Boston - You Shared WHAT? Applying Governance to Social MediaJesse Wilkins
This presentation, delivered to the ARMA Boston Chapter on June 2, 2016, outlined how to apply information governance practices to social media posts. It described specific social media security threats and gave attendees an opportunity to participate in roundtable discussions.
20230523 MER 2023 How to Build and Sustain Your IG Program with an IG Playboo...Jesse Wilkins
This presentation, delivered at the MER conference in Chicago on May 23, 2023, introduced attendees to the concept of an information governance playbook. Attendees learned the purpose and value of a playbook, as well as the structure of a playbook and of individual plays. The session concluded with a discussion of how to build and maintain a playbook.
20230912 AIIM True North Generative IA Tools The Good The Bad The Ugly no car...Jesse Wilkins
This presentation, delivered to the AIIM True North chapter virtually on September 12th, introduced ChatGPT and other generative AI tools. I briefly introduced and demonstrated ChatGPT and some other generative AI tools. We reviewed some of the more popular use cases and benefits of using generative AI. We also reviewed some of the challenges these tools present for the organization. Finally, we discussed some practices to use these tools safely and effectively in support of real business outcomes.
20230419-4 Building Your RIM-IG Program with a RIM Playbook.pptxJesse Wilkins
This session provided the conclusion to the ARMA Nebraska 2023 Spring Seminar in Omaha, Nebraska. Attendees learned what a playbook is, what plays are, and how to develop a RIM/IG playbook tailored to their organization.
20230419-2 ARMA Nebraska Modernizing Your Retention Schedule in the Age of Pr...Jesse Wilkins
This session, delivered at the ARMA Nebraska Spring Seminar 2023 on April 19, 2023, described an approach for modernizing a records and information retention schedule to take into account privacy considerations.
20230419-1 ARMA Nebraska Harnessing Your Information.pptxJesse Wilkins
This was the opening session for the ARMA Nebraska 2023 Spring Seminar, held April 19, 2023 in Omaha, Nebraska. This session described a method for harnessing organizational information assets to create business value.
The world of search engine optimization (SEO) is buzzing with discussions after Google confirmed that around 2,500 leaked internal documents related to its Search feature are indeed authentic. The revelation has sparked significant concerns within the SEO community. The leaked documents were initially reported by SEO experts Rand Fishkin and Mike King, igniting widespread analysis and discourse. For More Info:- https://news.arihantwebtech.com/search-disrupted-googles-leaked-documents-rock-the-seo-world/
3.0 Project 2_ Developing My Brand Identity Kit.pptxtanyjahb
A personal brand exploration presentation summarizes an individual's unique qualities and goals, covering strengths, values, passions, and target audience. It helps individuals understand what makes them stand out, their desired image, and how they aim to achieve it.
Business Valuation Principles for EntrepreneursBen Wann
This insightful presentation is designed to equip entrepreneurs with the essential knowledge and tools needed to accurately value their businesses. Understanding business valuation is crucial for making informed decisions, whether you're seeking investment, planning to sell, or simply want to gauge your company's worth.
RMD24 | Debunking the non-endemic revenue myth Marvin Vacquier Droop | First ...BBPMedia1
Marvin neemt je in deze presentatie mee in de voordelen van non-endemic advertising op retail media netwerken. Hij brengt ook de uitdagingen in beeld die de markt op dit moment heeft op het gebied van retail media voor niet-leveranciers.
Retail media wordt gezien als het nieuwe advertising-medium en ook mediabureaus richten massaal retail media-afdelingen op. Merken die niet in de betreffende winkel liggen staan ook nog niet in de rij om op de retail media netwerken te adverteren. Marvin belicht de uitdagingen die er zijn om echt aansluiting te vinden op die markt van non-endemic advertising.
Falcon stands out as a top-tier P2P Invoice Discounting platform in India, bridging esteemed blue-chip companies and eager investors. Our goal is to transform the investment landscape in India by establishing a comprehensive destination for borrowers and investors with diverse profiles and needs, all while minimizing risk. What sets Falcon apart is the elimination of intermediaries such as commercial banks and depository institutions, allowing investors to enjoy higher yields.
Memorandum Of Association Constitution of Company.pptseri bangash
www.seribangash.com
A Memorandum of Association (MOA) is a legal document that outlines the fundamental principles and objectives upon which a company operates. It serves as the company's charter or constitution and defines the scope of its activities. Here's a detailed note on the MOA:
Contents of Memorandum of Association:
Name Clause: This clause states the name of the company, which should end with words like "Limited" or "Ltd." for a public limited company and "Private Limited" or "Pvt. Ltd." for a private limited company.
https://seribangash.com/article-of-association-is-legal-doc-of-company/
Registered Office Clause: It specifies the location where the company's registered office is situated. This office is where all official communications and notices are sent.
Objective Clause: This clause delineates the main objectives for which the company is formed. It's important to define these objectives clearly, as the company cannot undertake activities beyond those mentioned in this clause.
www.seribangash.com
Liability Clause: It outlines the extent of liability of the company's members. In the case of companies limited by shares, the liability of members is limited to the amount unpaid on their shares. For companies limited by guarantee, members' liability is limited to the amount they undertake to contribute if the company is wound up.
https://seribangash.com/promotors-is-person-conceived-formation-company/
Capital Clause: This clause specifies the authorized capital of the company, i.e., the maximum amount of share capital the company is authorized to issue. It also mentions the division of this capital into shares and their respective nominal value.
Association Clause: It simply states that the subscribers wish to form a company and agree to become members of it, in accordance with the terms of the MOA.
Importance of Memorandum of Association:
Legal Requirement: The MOA is a legal requirement for the formation of a company. It must be filed with the Registrar of Companies during the incorporation process.
Constitutional Document: It serves as the company's constitutional document, defining its scope, powers, and limitations.
Protection of Members: It protects the interests of the company's members by clearly defining the objectives and limiting their liability.
External Communication: It provides clarity to external parties, such as investors, creditors, and regulatory authorities, regarding the company's objectives and powers.
https://seribangash.com/difference-public-and-private-company-law/
Binding Authority: The company and its members are bound by the provisions of the MOA. Any action taken beyond its scope may be considered ultra vires (beyond the powers) of the company and therefore void.
Amendment of MOA:
While the MOA lays down the company's fundamental principles, it is not entirely immutable. It can be amended, but only under specific circumstances and in compliance with legal procedures. Amendments typically require shareholder
Taurus Zodiac Sign_ Personality Traits and Sign Dates.pptxmy Pandit
Explore the world of the Taurus zodiac sign. Learn about their stability, determination, and appreciation for beauty. Discover how Taureans' grounded nature and hardworking mindset define their unique personality.
Remote sensing and monitoring are changing the mining industry for the better. These are providing innovative solutions to long-standing challenges. Those related to exploration, extraction, and overall environmental management by mining technology companies Odisha. These technologies make use of satellite imaging, aerial photography and sensors to collect data that might be inaccessible or from hazardous locations. With the use of this technology, mining operations are becoming increasingly efficient. Let us gain more insight into the key aspects associated with remote sensing and monitoring when it comes to mining.
RMD24 | Retail media: hoe zet je dit in als je geen AH of Unilever bent? Heid...BBPMedia1
Grote partijen zijn al een tijdje onderweg met retail media. Ondertussen worden in dit domein ook de kansen zichtbaar voor andere spelers in de markt. Maar met die kansen ontstaan ook vragen: Zelf retail media worden of erop adverteren? In welke fase van de funnel past het en hoe integreer je het in een mediaplan? Wat is nu precies het verschil met marketplaces en Programmatic ads? In dit half uur beslechten we de dilemma's en krijg je antwoorden op wanneer het voor jou tijd is om de volgende stap te zetten.
9. Boundary
Issues
• No IM body of knowledge
addresses every single information
management-related domain.
• For example…
• Engineering drawing
management
• Customer communication
management
• Web content management
• Document control
10. Taxonomy and Terminology
Issues
• Terms means different things to different
organizations and even different
departments.
• “Record”
• “Knowledge management”
• “Information governance”
11. The Expertise Dilemma
• Bodies of 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.
12. It Depends…
• What you 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
14. Success begins with figuring out what
you want, then making the choices
that will get you there.
Shellye Archambeau
Former CEO, MetricStream
AIIM21 Keynote
16. 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
19. The Four Pillars
of Professional
Development
Structured Learning
Unstructured Learning
Coaching and Mentoring
On-the-job Training
20. Structured
Learning
• Degree programs
• More recognized
• More valued…?
• Much more expensive
• Can get dated very quickly
• May be required for employment
or advancement
21. Structured Learning
Certifications
Formal designations
Generally require 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 still be updated regularly
27. Coaching and Mentoring
Coaching:
More performance-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
28. On-the-job
Training
• Observation of skilled 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
29. The Five Types of
Competencies
Sector/industry competencies
Information Management process-
oriented competencies
Information Management technology-
oriented competencies
Professional competencies
Organizational competencies
30. Sector / Industry
Competencies
• What industry 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?
31. IM Process-Based Competencies
What is 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?
32. IM Technology-Oriented Competencies
What is 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?
34. Organizational Competencies
• How do 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?
35. The PD Plan Matrix
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
36. My Plan for 2021
Domain Structured
Learning
Unstructured Learning Coaching/ Mentoring OJT / Experiential
Sector/Industry
competencies – for me this
is associations and
government
Complete 1 ATD
certificate course
Attend NAGARA 2022 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
39. For More
Information
Jesse Wilkins, CIPP/US, CRM, IGP, ICE-CCP
President and Principal Consultant,
Athro Consulting
https://www.athroconsulting.com
jesse.wilkins@athroconsulting.com
Twitter: @jessewilkins
LinkedIn:
https://www.linkedin.com/in/jessewilkins