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.

1. Professional Development
for the
Information Professional
Jesse Wilkins
President and Principal Consultant
April 19, 2022
ARMA Nebraska
Spring Seminar 2023

3. Join at slido.com
#5003083
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4. Different Paths to
Professional Development
Your Professional
Development Plan

5. What do you need to know to be better at
your current role - or move into your next
role?
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6. 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

7. Different Paths to
Professional Development

8. Success begins with figuring out what
you want, then making the choices
that will get you there.
Shellye Archambeau
Former CEO, MetricStream
AIIM21 Keynote

9. Position Yourself for Success
It’s your professional development plan.

10. 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

11. It’s Your
Responsibility
You’re probably paying
for it.
This Photo by Unknown Author is licensed under CC BY-NC-ND

12. A Framework for
Professional
Development

13. The Four Pillars
of Professional
Development
Structured Learning
Unstructured Learning
Coaching and Mentoring
On-the-job Training

14. The Five Types of
Competencies
Sector/industry competencies
Information management process-
oriented competencies
Information management technology-
oriented competencies
Professional competencies
Organizational competencies

15. 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?

16. 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?

17. 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?

18. Professional Competencies
Every information
professional needs
these!
Examples include:
Project management
Communication / public
speaking
Change management
Where can you acquire
those competencies?

19. 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
• How can you acquire those competencies?

20. What are you going to learn this year?
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21. How are you going to learn this year?
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22. 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

23. 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
webinars
Read up on FOIA & CO
equivalent
Spend a couple of days
talking to people who
respond to FOIA/CORA
requests
N/A
IM process competencies
– for me this is privacy and
general IM process
developments
Complete CIPM
prep course and
exam
Attend ARMA InfoCon
2023
Review updated ISO
standards
Maintain CIPP/US and
CIPM
N/A Submit a DSAR-type
request once the CO
law goes live
Talk to someone who
responds to CO DSAR
requests
IM tech competencies –
for me this is analytics and
RPA
Complete
certificate program
on ML
Complete MOOCs on
RPA and analytics
N/A N/A
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

24. Questions?

26. For More
Information
Jesse Wilkins, CIPP/US, CRM/CIGO, 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