Escolar Documentos
Profissional Documentos
Cultura Documentos
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No voiceover.
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Voiceover:
Hi I’m Jennie, Welcome to the Records Management Promotion Training. I’ll be your guide to help you learn more about
promoting records management within your agency. When you’re ready, click the start button to begin.
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Voiceover:
In this training, we will cover the following four lessons. Click on the introduction to begin.
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Voiceover:
Consider the following marketing campaigns: Coca-cola share a coke, the ALS ice bucket challenge, dove
real beauty campaign, got milk?, and nike: just do it. These are some of the most well-known and successful
campaigns in recent years. What is it about these campaigns that made them so successful? How were they
able to target their audience so effectively? In this lesson, we are going look a little bit more into the elements
of successful promotional campaigns.
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Developer Notes:
Voiceover:
An effective records management program must be maintained and supported so that it continues to be a
success. Promoting and advertising your program’s benefits to your agency’s employees are integral parts
of this support function. In this training, we will help you problem solve your promotional needs, including
how to determine your target audience, strategies for promotions, and how to know if the program has been
successful.
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Voiceover:
The Public Lands Agency holds all the land records for Federally owned land within the state of Alaska.
The land documents are used by the public for a variety of reasons: land disputes, fishing/water rights,
environment issues, etc. The documents include fragile glass plate aerial photos taken in the 1920s.
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Developer Notes:
Voiceover:
Due to the expense of building maintenance and staffing, the agency decided to move the office and its
documents to Seattle.
The agency has promised the local population that the records will remain available in the lead up to the
move, but has not provided specific time frames yet. When the move is complete, requests for records will
be completed within 48 hours of receiving the request. When a request is received, staff will digitally scan
the records and email them to the customer.
Once in Seattle, customers can email to request documents. Finding aids will be available at the Public
Lands Agency website.
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Developer Notes:
Voiceover:
Due to the expense of building maintenance and staffing, the agency decided to move the office and its documents to Seattle.
The agency has promised the local population that the records will remain available in the lead up to the move, but has not provided
specific time frames yet. When the move is complete, requests for records will be completed within 48 hours of receiving the request.
When a request is received, staff will digitally scan the records and email them to the customer.
Once in Seattle, customers can email to request documents. Finding aids will be available at the Public Lands Agency website.
The records management team at the Public Lands Agency suggests creating a records management campaign to promote the
importance of organizing, packing, and moving the records in order to preserve them. What would be the benefit of launching this
campaign?
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Developer Notes:
Voiceover:
There are many benefits for promotion within the agency- it fosters knowledge of records management by
employees, motivates staff to carry out records management responsibilities, Leads to effective
administrative support of program, and fosters efficient use of resources. All of which are benefits which the
Public Lands Agency would find helpful throughout their move to Seattle. Throughout this training, we will
examine the steps for creating an effective records management promotional campaign.
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Voiceover:
You have finished the introduction. Click on the next Lesson to continue.
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Voiceover:
An audience is a group of people that share a combination of factors such as managers, contractors,
administrative staff, all management or all employees (headquarters, regional) to respond positively to
your promotions, products, and services. In the world of marketing and promotion , the term “target
audience” refers to your customer. Notice that we need to know more than who they are; we also need
to know some information about them. This lesson focuses on what you need to know about your
customer to develop successful promotional strategies. Please click to continue.
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Voiceover:
By defining your audience, you can brand message on your specific target. This makes reaching to
your potential audience much more affordable, efficient, and effective. Finding your target audience will
help you create a tone of voice that speaks to your customer, ensuring more consistency in your
messaging building stronger relationships with them.
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Developer Notes:
https://www.youtube.com/watc
h?v=T5W0QzXwWIw
Voiceover:
There are three main categories of audience characteristics: geographic, demographic and psychographic.
It is essential to be aware of these categories in your audience due to the fact different approaches have
to be taken when delivering a message to specific groups. Watch the video and think about the way you
would talk to different recordkeeping staff, from agency heads, officers and custodians to average staff
members (employees).
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Voiceover:
Once you know your audience needs and motivations, it will be easier to market to them. You could do a
short survey to obtain deeper understanding about their interests, values and attitudes. Always, maintain a
positive attitude and enthusiastic approach. Be knowledgeable and communicate at the level of your target
audience.
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Voiceover:
In the following activity, you will consider your target audience and identify their needs and motivations.
Pair up the job description with their duties and responsibilities by dragging and dropping them into the
appropriate box. While you do this, think about which record management would appeal to them and
what might motivate them to support your efforts.
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Developer Notes:
Voiceover:
Previously, you learned about identifying the target audience and its importance. Now, It is time for you to check your
knowledge in this short quiz. Please read each statement carefully and choose the best option. Good luck!
Feedback
Q1: On T: Wrong. This is just one part of it. You also need to know as much information as you can.
On F: Correct. You also need to collect as much information as you can about them. Just knowing who they are is not enough.
Q2: On T: Wrong. On the contrary, it will be a failure if you ignore it.
On F: Correct. You cannot ignore it. Psychographics are valuable to decide the way you approach your audience
Q3: On T: Wrong. This is just one part of it.
On F: Correct. Identifying their characteristics is just one part, you also need to know their motivations.
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Developer Notes:
Feedback:
Incorrect: Your campaign
should be centered around
employees within your agency.
Try again.
Voiceover:
Recall the scenario at the beginning of the training about the Public Lands Agency moving from Alaska to
Seattle. In order to ensure all records are organized and handled appropriately, the promotional
campaign should target all employees of the Public Lands Agency. Although the move has received
negative attention from the public and local lobbying groups, the campaign should be targeted
specifically towards those in charge of handling records. Senior executives will work to communicate with
the public about the new records process and the benefits of the move.
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Developer Notes:
Voiceover:
Let’s revisit the scene from the beginning of the module. We know that the department is preparing to move from
Anchorage to Seattle and must now relocate to new offices. The posters you see are available on the NARA Records
Management website for promotional use. Of the 3 different posters, what would be the best option to promote records
management to this audience?
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Feedback Poster 1: This might work, but it is more likely used for departments who are having trouble keeping up with their
records and don’t know where to start. Try another poster!
Feedback Poster 2: Yes! Even though our target audience is moving because of a disaster, the still need to follow best
practices for records management. This poster will offer great reminders on what they need to consider.
Feedback Poster 3: Probably not. Our target audience isn’t worried about their reputation, they’re worried about
maintaining their records in the move!
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Developer Notes:
Voiceover:
Congratulations, you have finished lesson 1. Click on the next Lesson to continue.
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Voiceover:
Welcome to Lesson 2. In this lesson we will learn more about the basics of promotions, including
how to identify the selling points of records management and the benefits of developing a sales
pitch. Click on the navigation above to choose a portion of the lesson.
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Developer Notes:
Voiceover A automatic at
screen entry. Promotion
appears on screen with red
buttons signalling the user
to click for pop-up feedback.
After all buttons are
selected, voiceover
continues with Part B.
Voiceover:
Part A: Now that we know how to identify the target audience, we need to look at the most effective strategies for
promoting records management to them. Let’s look at an example of a business promotional strategy. As you look at the
design, can you determine which benefits the marketers trying to sell? Click the areas to identify the product benefits.
Part B: Did you think they were successful? Did you notice that the focus was not really on the product but on the customers and why
they “need” that product? One of the keys to selling a product or service is to understand that everyone’s asking the question, “What’s
In It For Me?” They are motivated and engaged because there is some benefit to them personally.
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Developer Notes:
Voiceover:
You can use similar tactics to promote records management. What about records management is sellable? What are the
benefits you’re trying to sell to get your audience personally engaged? Let’s consider why your customer needs records
management. Hover over the icons to reveal the major benefits to records management. Any of these can be used as the
motivation for your staff. You job is to determine what will be most effective based on your analysis of the target
audience.
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Developer Notes:
Voiceover:
One way to translate those needs into selling points for your records management program is to develop a 30 second
sales pitch. What is a sales pitch?
– It is a quick way to get your message across
– It can grab the attention of the potential customer
– It is a cheap and effective promotional strategy
A sales pitch is designed to persuade someone to do or consider something.
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Developer Notes:
Voiceover:
One way to translate those needs into selling points for your records management program is to develop a 30 second
sales pitch. What is a sales pitch?
– It is a quick way to get your message across
– It can grab the attention of the potential customer
– It is a cheap and effective promotional strategy
A sales pitch is designed to persuade someone to do or consider something.
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Developer Notes:
Voiceover:
“Meet Chris Johnson, he is the Agency Records Officer at the Public Lands Agency. Chris is promoting records management and wants to introduce
himself and talk to you about records management with the upcoming move to Seattle. Select the message that you think is a better sales pitch for
promoting records management and click on the “Check” button to verify.”
Chris Johnson narration: Option A. My agency is dedicated to promoting records management. We make sure that all the staff are trained and
know how to handle all their records appropriately – according, of course, to the official NARA guidelines. Option B. Having a well-run records
management program contributes to the smooth operation of our agency’s programs, because information needed for decision-making and
operations is readily available. When would you like to meet to discuss how you can better prepare for the move to Seattle?
After feedback “ Click anywhere to continue” Feedback A: Try again! You want a pitch that conveys the importance to the target audience. Feedback
B: Great job! This has all the components.
Constructing your sales pitch will help you quickly solidify your goals for your marketing strategy, identify the most valuable selling points, and
prepare you to lead the conversation on the benefits of record management. Take some time to develop your own pitch!
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Developer Notes:
Voiceover:
Remember, there are many different motivations for people to be involved in records management. Different staffs require different promotional tactics,
depending on their needs. Consider, for example, the following types of staffs and the potential discussion points you could emphasize. High-level
briefings stress reduction of operating costs, regulatory compliance, minimization of litigation risks, and safeguarding the vital records (essential records)
of the agency; Counsel briefings stress regulatory compliance, minimization of litigation risks, and safeguarding vital records (essential records); General
audiences need a brief overview of the regulations governing records management; a discussion of litigation risks and operating costs might be helpful;
New staff members need an overview of regulations governing records management as well as a discussion of efficiency and productivity and the control,
creation, and growth of records; Program staff briefings need a discussion on improving efficiency and productivity, a reminder of the regulations and
where to find them for review, discussions of any litigation risks that might be apparent, and reductions in operating costs; Briefings to partners with other
agency programs and areas stress the incorporation of standard records management practices across all program areas
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Developer Notes:
Meter is animated to
transition to green as the
marketing icons move
from left to right,
following the curve of
the meter.
Voiceover:
You can use many different methods to promote your records management program. Using one method,
for example, developing colorful posters, will most likely not be as successful as having a collection of
methods, like email alerts, posters, and briefings. One email or one “eye-catching” poster is not going to
be the key to selling your product or service. Success in marketing involves coming up with a number of
promotional products.
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Voiceover:
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Voiceover:
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Voiceover:
Welcome to lesson 3. In this lesson we will cover the following topics. Click on each of the topics
to learn more about it.
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Voiceover:
NARA has publications and posters available for your use. In compliance with its publication
distribution policies, NARA is moving toward disseminating all records management publications and
posters primarily via the Internet. These publications and posters may be downloaded and
reproduced as needed. To see what is available, visit http://www.archives.gov/publications/records-
mgmt.html.
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Developer Notes:
Voiceover:
Developer Notes:
There are more messaging options such as social media platforms, Google ads, Bing ads, periodical
magazines and newspaper, etc. However, please take into consideration your agency’s policy on
using these options for record management promotion.
You can use many different methods to promote your records management program. Again, using
one method (e.g., developing colorful posters) will most likely not be as successful as having a
collection of methods (e.g., email alerts, posters, and briefings).
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Developer Notes:
Voiceover:
In summary, there are many options you can utilize to promote records management such as social
media, emails, websites, magazines, newsletters, NARA’s promoting material, posters, webinars,
weekly meetings, briefs, new employee orientation training, etc.
Each one with its pros and cons, please take into consideration suitability for your target audience
and your agency’s policy on the use of the option you select.
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Developer Notes:
Voiceover:
Different people have different motivations for purchasing a product or service.Knowing your customer is the most
important key design element to your promotion efforts. Try to answer these questions about your customer:
Who are they?
What are their characteristics?
What motivates them – both in general and in relation to records management?
These answers will help you build your promotional strategy. Know your audience and target them accordingly.
Once you have identified your customer, you need to describe your product or service; be sure to include WIIFM.
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Developer Notes:
Voiceover:
Explaining a concept to an unfamiliar audience requires more than expert knowledge—you need to
be able to adapt your message so it’s relatable and thought-provoking. Records management, with
its myriad of rules and regulations, can sound almost like another language to the untrained ear.
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Developer Notes:
Voiceover:
The Ice Bucket Challenge that went viral few years ago, raising hundreds of millions of dollars for the
neurodegenerative disease ALS, or Lou Gehrig's disease research is a good example of successful
campaign.
Celebrities including Taylor Swift, Kim Kardashian, Ellen DeGeneres, Benedict Cumberbatch and
former U.S. President George W. Bush were among millions of people who took part in 2014,
attracting more than 400 million views on social media. The challenge raised $220 million worldwide.
But how did it get so popular so quickly? The creators of this campaign carefully identified their target
audience and determined which media options would be the most successful.
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Developer Notes:
Voiceover:
The red striped bucket, the secret recipe, the phrase “Finger Lickin’ Good.” And of course, most
importantly, the Colonel himself, that irrepressible image of the Southern gentleman and proponent of
good homestyle American cooking is another example of a successful campaign. What made it so
successful? Imagery and a catchy slogan both helped this campaign rise in popularity. There were a
variety of different mediums for the message to be communicated and it was able to clearly identify the
target audience.
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Developer Notes:
Voiceover:
Think about the Public Lands Agency, and their transition from Anchorage to Seattle. There was a lot
of controversy that was stirred up as the result of the move. The records management staff needs to
communicate to employees how to move any files from their C: drives onto a server or they will likely
lose the files. Chris decides to create posters to hang up around the office and comes up with a catchy
design a saying, “Don’t let your files get lost at ‘C:’!” Think about it… Would this be an effective
campaign? Click next to find out.
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Developer Notes:
Voiceover:
While the posters Chris created may be eye-catching, it would be best for him to use multiple types of
media to convey his message. Also, there is a lot at stake here - employees need to know the
importance of moving their files over to the C: drive for safe keeping. Chris should consider his
audience here, would they benefit from a quick video which demonstrates how to successfully move
the files over? These are all important things to consider when creating your campaign.
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Developer Notes:
Effect:
this slide contains a scripted
vignette for the learner to read
and analyze then select an
appropriate match for the
question asked.
Instruction on how to proceed
to the next slide is given after
the feedback
Voiceover:
Alright, it’s time for a knowledge check. Let’s go ahead and try to apply what we learned. Read the
following vignette and try to select the best matching answer.
Correct answer feedback:“Yes, You are correct . Since Gary is a new employee, it will be a good
opportunity to include a section in the new employee orientation to increase awareness about records
management. ”
Wrong answer feedback: “Not correct. Since Gary is a new employee, it will be a good opportunity to
include a section in the new employee orientation to increase awareness about records management.
Click anywhere on the screen to continue.”
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Developer Notes:
Effect:
this slide contains a scripted
vignette for the learner to read
and analyze then select an
appropriate match for the
question asked.
Voiceover:
Correct answer:
“That is correct, word of mouth is inexpensive and can be very effective especially with social
people who believe in F2F human interaction like Martha. Click anywhere on the screen to
continue.”
Wrong answers:
“Incorrect; Martha is a social person who likes F2F interaction, It would be better to use word of
mouth to increase her awareness of the importance of records management. Click anywhere on
the screen to continue.”
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Developer Notes:
Effect:
this slide contains a scripted
vignette for the learner to read
and analyze then select an
appropriate match for the
question asked.
after clicking anywhere on the
screen as instructed in the
voice over , the slide will
advance.
Voiceover:
“That is correct, since Bob is a technology savvy person, it makes sense to approach him through social
media emails , websites rather than the other traditional ways. Click anywhere on the screen to continue.”
“Not a correct answer: since Bob is a technology savvy person, it makes sense to approach him through
social media emails , websites rather than the other traditional ways. Click anywhere on the screen to
continue.”
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Developer Notes:
Voiceover:
Developer Notes:
Voiceover:
Throughout this lesson, we have been following the problem-solving model. First, we have to define the
problem. After that we should determine the root cause or causes of the problem and come up with the
appropriate solutions approaches that will produce a good result. Once we select the appropriate
solution approach, then we should implement in an effective way. lastly, we should collect the outcome
data and evaluate them.
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Developer Notes:
Voiceover:
After putting your campaign into action, it is important to then evaluate your promotional
campaign to determine its effectiveness. Just like with a training program, there are different
methods that you can use in your evaluation. Click on each of the three examples of
evaluation above to learn more about them.
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Developer Notes:
Voiceover:
A primary method of evaluation focuses on the reactions of your audience. You can measure how
learners have responded to the campaign, the importance they place on it, and convenience of the
preparation. Utilize reviews, questionnaires or talk to participants to get honest feedback of their
reactions.
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Developer Notes:
Voiceover:
Another method of evaluation centers around the behavior of the target audience. With this
method, we examine how trainees apply the information and how has it impacted their
performance and attitude at work. It takes feedback from many areas including supervisors,
peers, and self-reports.
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Developer Notes:
Voiceover:
Another example of evaluation is concerned with the “why” part of promotional campaign. It actually
captures the difference in participant’s behaviors before and after the program utilizing data as
evidence of growth. It includes outcomes that the organization has determined to be good for
business and employees.
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Developer Notes:
Feedback:
True
True
False. Evaluation is
required to monitor and
measure the impact of your
solution.
Voiceover:
Let’s test your knowledge. Read each of the following statements carefully and choose
whether it is true or false.
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Developer Notes:
Voiceover:
Think about the examples given at the beginning of the training, coca-cola, dove, nike, ice bucket
challenge, and got milk?, these campaigns were successful for a variety of reasons. They were
catchy, memorable, and evoked the desired response from their target audience.
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Developer Notes:
Feedback:
On correct: Great job! All of
these examples would be a way
to measure the effectiveness of
the campaign. Recall that you
are not limited to only one
method, you can always use any
combination of them.
A promotional campaign was implemented by the Public Lands Agency records management team
which involved “clean up days” where employees at the agency take the time to identify non-
essential records which do not need to be moved. The campaign included emails, job aids of
flowcharts which help identify essential and non-essential records, as well as information on how to
properly destroy the approved records. What would be a possible method for evaluating the
effectiveness of the campaign?
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Developer Notes:
Voiceover:
Congratulations, you finished this training. Click on the Summary and Optional final
assessment to continue.
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Developer Notes:
Voiceover:
In summary, when tasked with creating and implementing a promotional campaign for records
management within your agency, be sure to follow the problem-solving steps outlined in this training.
Identifying your target audience and the specific promotional needs of your agency is an important first
step towards creating a successful campaign. From there, use the information gathered to plan your
solution keeping your audience in mind. Finally, when implementing your solution be sure to choose one
or more evaluation methods to evaluate the effectiveness of your campaign. No matter the situation,
whether your office is being moved or there has been a new records management directive, following
these steps will ensure the success of your records management promotional campaign.
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Developer notes:
Voiceover:
Welcome to the end of training assessment. When you are ready to take the assessment, click
begin
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Developer Notes:
Correct answer is D.
Voiceover:
No voiceover.
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No voiceover.
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Developer Notes:
A; Try again. There is an
introduction.
B: Try again. The company is
identified.
C: Try again. Reasons for action
are mentioned.
Voiceover:
No voiceover.
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Developer Notes:
Feedback
a. Try again. This might not be a bad
idea if you have a small audience but
it is more important to get to know
them better so you can talk their
language.
b. Correct. You need to collect
information about who they are and
their motivations and roles to speak
to them better.
c. Try again. You don’t need this
step. You are not judging
performance.
D. Try again. This is one duty of
supervisors.
Voiceover:
No voiceover.
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Developer Notes:
Feedback
a. Try again. This is one of the
managers duties.
b. Try again. This is also part
of the program managers duties
c. Try again. Remember the
better you know them, the easier
you will attract their interest.
d. Try again. They are very
busy. You can use a survey to
collect more valuable
information.
Voiceover:
No voiceover.
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Developer Notes:
Feedback
a. Correct.By following all the
problem-solving steps you will
be able to create a well-
designed promotional
campaign.
b. Try again.
c. Try again
D. Try again
Voiceover:
No voiceover.
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Developer Notes:
Feedback
a. You are correct. Different
people have different
motivations for purchasing a
product or service. Knowing
your customer is the most
important key design element
to your promotion efforts.
b. Let’s try again.
c. Let’s try again.
d. Let’s try again.
Voiceover:
No voiceover.
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Developer Notes:
Feedback
A & C are the correct answers for this
question
Voiceover:
No voiceover.
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Developer Notes:
Feedback
A. Try again
B. Try again
C. Try again
D. Correct. You need to
compare results before and
after to evaluate changes after
the implementation.
Voiceover:
No voiceover.
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Developer Notes:
Feedback
Correct matching: Great
job!
Incorrect: Try again.
Voiceover:
No voiceover.
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Developer notes:
Assessment score out of ten
should be displayed with
button option to return to the
beginning of the training or to
exit. Upon exit, reference slide
should appear.
Voiceover:
Congratulations, you have reached the end of the assessment. You are now ready to go
create your own Records Management Promotional Campaign. If you’d like to review any
section of this module, click the “Return to Beginning” button to start the training over.
Great work!
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Developer Notes:
Voiceover:
No voiceover.