marketing your rim program 2007 arma southeast region educational conference
TRANSCRIPT
MARKETING YOUR RIM MARKETING YOUR RIM PROGRAMPROGRAM
2007 ARMA SOUTHEAST REGION EDUCATIONAL CONFERENCE
What’s Ahead?What’s Ahead?
• Defining success
• Challenges
• Marketing basics
What Does Success Look Like?What Does Success Look Like?
• What do you want to accomplish?– Short term or this year– Mid-term– Long term
• Who are we?• What do we want to become?• How do we get there?
ChallengesChallenges
• Societal changes
• Inconsistency
• Identifying audience
• Limited resources
Challenges: Societal ChangesChallenges: Societal Changes
“…I'm overdue. I'm really in a stew. No time to say goodbye, hello! I'm late, I'm late,
I'm late!” -- White Rabbit, Alice in Wonderland
Challenges: Societal ChangesChallenges: Societal Changes
• Time priorities & restraints– How can you make RIM a priority – How can you change the perception of
RIM?
Challenges: InconsistencyChallenges: Inconsistency
• How is your program viewed within the organization?– How do you change the perception of RIM?– How do you focus on both e-records &
paper?
• What are the organizational changes taking place?
Challenges: InconsistencyChallenges: Inconsistency
– Standard description– Records and information management or
records management or managing records and information
– Information coming out of the RIM program, both textual and visual, impacts the program
Challenge: Identifying WhoChallenge: Identifying Who
• Who is the target audience?– What is the message for each target
audience?– Message will be consistent but conveyed
differently depending on audience
Challenges: Limited ResourcesChallenges: Limited Resources
• How do we do more with less?
• Creativity
CHALLENGES: CHALLENGES: COMPETENCYCOMPETENCY
• Do I have the knowledge and skills to grow my program?
• How do I educate myself and my staff as the program grows?
Back to BasicsBack to Basics
• Setting goals & priorities
• Who’s the audience?
• What are we selling?
• How will we reach them?
Setting Goals & PrioritiesSetting Goals & Priorities
• What is the goal?– What will gaining support do for the program?– Do you have the resources to deliver– 30 second sound bite
Who, What, Why, How?Who, What, Why, How?
• Who is our audience?
• What are we selling them?
• Why should they respond?
• How are we going to reachthem?
It’s Who You Know…It’s Who You Know…
The aim of marketing is to know and understand the customer so well the product or service fits him and sells
itself.
Peter F. Drucker
Who?Who?
• Who are we marketing to (audience)?– Senior Management– Customers– Staff
What?What?
• What are we marketing?– Ourselves– Specific products, programs & services
• Records managers/records management principles
• Electronic records knowledge and ability
– Records Management Staff/Team
Why?Why?
• Why should they act?– What’s the value?– One size doesn’t fit all – the message
changes with the audience– What’s in it for me?– Benefits vs. features
• Did you ask them to?
How?How?
• How do we reach them?– E-mail– Print– Web– Telephone– Newsletters– Intranets
Let’s Talk OpportunityLet’s Talk Opportunity
The success of each is dependent The success of each is dependent upon the success of the other. upon the success of the other.
John D. Rockefeller, Jr.John D. Rockefeller, Jr.
The RIM/ IT PartnershipThe RIM/ IT Partnership
• Opportunities to reach out to this audience– Email– EDRMS– Records compliance – Storage
The RIM/AUDIT PartnershipThe RIM/AUDIT Partnership
• Opportunities to reach out to this audience– Compliance– Financial– Risk
THE RIM/COMPLIANCE THE RIM/COMPLIANCE PARTNERSHIPPARTNERSHIP
• Opportunities to reach out to this audience– Privacy– Regulations– Knowledge of the organization
REACHING OUT TO SENIOR REACHING OUT TO SENIOR MANAGEMENTMANAGEMENT
• Make RIM program part of organization’s strategic plan
• How RIM benefits the organization
• How RIM benefits them (especially those you report to)
• Negative impacts of not having RIM
MARKETING IDEASMARKETING IDEAS
• Steering Group or Committee
• Department Champions
• Newsletters/leaflets
• Posters or postcards
• Awards
• Competition
MARKETING IDEASMARKETING IDEAS
• RIM Month
• Tours/Open Houses
• Treats
MARKETING YOURSELFMARKETING YOURSELF
• Believe in yourself and your worth to the organization
• Believe in your RIM program
• Attitude
• Keep yourself relevant
• News Articles
• Be Enthusiastic and open to new ideas
SUMMARYSUMMARY
• RIM is an asset to the organization
• You are an asset to the organization
• We have to market ourselves just as much as we market our program
• ARMA can help with tools and education
• Success depends on YOU
QUESTIONSQUESTIONS