www.pwc.com Records and Information Management (RIM) Program Awareness Reinvigorating Your Marketing Campaign
Presenter Introductions Lara Carlson Rudolph Mayer, Jr., IGP 2
Agenda Learning Objectives Problem Statement Approach Examples Questions/Answers 3
Learning Objectives
Learning Objectives Increasing Employee Incentives Branding Program alignment Discuss ideas for employee incentives and learn how to apply similar methods to your own programs. Explore branding ideas and communication approaches at various price points to find the best fit for your own programs. Discuss how aligning the RIM program with other information protection initiatives can keep records top of mind and increase successful compliance. 5
Problem Statement
How do you get traction for your Information Governance program? 1 2 3 4 Little to No Budget Few Resources Minimal Employee Interest Compliance Negative Attention 7
Desired Outcomes Employee Engagement Changes in employee behavior Incorporation of RIM practices into everyday business processes Increased RIM Awareness Employee awareness of RIM compliance requirements Employee awareness of RIM policies and procedures RIM Team Visibility Employee recognition of RIM team members Employee awareness of RIM resources Increased RIM Compliance RIM compliance audit score improvements Increased participation in RIM focused events 8
Approach Examples
Records Compliance Days Action Offsite vendor truck onsite Impact Physical records correctly sent to offsite storage Lunch Physical records identified for destruction RIM team member in department Incentives/Raffles Increased RIM team member awareness Increased awareness of offsite procedures 10
RIM Team Participation in Corporate Events Action RIM table at cafeteria Impact Increased RIM program and team awareness RIM booth at corporate fair Visual reminder for RIM program and compliance RIM materials, QRCs, swag Increased awareness of available materials Incentives/Raffles Quantified employee interest/engagement 11
RIM Logo/Slogan Action Logo development and implementation Impact Visual reminder for RIM program and compliance Slogan development and implementation Cross-advertising via other information protection initiatives Align with other information protection Align with other corporate schedules Increased awareness of RIM program and team RIM program branding consistency 12
Survey/Outreach Action Surveys sent via email or posted on intranet Impact Increased awareness of RIM program and team Departmental meetings Changes in employee behavior Cross-program outreach (e.g., Privacy) Incentives/Raffles Identification of opportunities to increase compliance Identification of new business activities and information sources 13
PST Management Action PST migration/centralization Impact Increased awareness of RIM program and team PST clean up Increased awareness of approved storage repositories Applying zone approach to email Incentives/Raffles Changes in employee behavior Increased visibility to email volumes and locations 14
Employee Departure Procedures Action Review/update employee departure procedures Impact Increased awareness of RIM program and team Align with IP protection and data loss prevention Increased awareness of employee departure procedures Liaise with HR and business leads on responsibilities Incentives Increased information protection Reduced unattributable business records and ROT 15
Approach Review Increased awareness of RIM program and team Increased awareness of employee departure procedures Increased information protection Reduced unattributable business records and ROT Increased awareness of RIM program and team Increased awareness of approved storage repositories Changes in employee behavior Increased visibility to email volumes and locations PST Management Employee Departure Procedures Increased Compliance Record Compliance Days Corporate Event Participation Physical records correctly sent to offsite storage Physical records identified for destruction Increased RIM team member awareness Increased awareness of offsite procedures Increased RIM program and team awareness Visual reminder for RIM program and compliance Increased awareness of available materials Quantified employee interest/engagement Survey / Outreach RIM Logo / Slogan Increased awareness of RIM Visual reminder for RIM program and team program and compliance Changes in employee behavior Cross-advertising via other Identification of opportunities information protection to increase compliance initiatives Identification of new business Increased awareness of RIM activities and information program and team sources RIM program branding consistency 16
Questions/Answers
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