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Engage! Creating a Meaningful Security Awareness Program
1. Engage! Creating a Meaningful
Security Awareness Program
Ben Woelk Rochester Institute of
Technology
Cherry Delaney Purdue University
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6. Why plan?
• Systematic approach
• Repeatable
• Set and achieve goals
• Be proactive
• Be strategy driven, not event driven
• Strategic plan drives
marketing/communications plan
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7. Components of a Plan
• Audience analysis
• Key messages
• Communications channels
• Calendar of promotions
• Develop relationships
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8. Audience Analysis
• Who are your audiences?
• How do they communicate now?
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9. Key Messages
• What you’ll communicate
– Value proposition
– Vectors of differentiation
• Why should they care about your community?
• How you’ll communicate
• Use credible sources
• Keep your messages
short and simple
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13. Implement the Plan
• Get feedback
• Follow calendar of communications, but
don’t miss opportunities.
• Develop processes
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14. Evaluate and Make Mid-Course Corrections
• You will make mistakes
• Don’t be afraid to make a change
• Did it make a difference?
• Ways to evaluate
– Surveys
– Analytics
From austinevan
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15. Integrating Social Media:
Which channels and for what purposes
Facebook
Google+
Twitter
Blogs
Social media plugins
??
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16. Integrating Social Media
Administrative requirements for
using social media
– Policies?
» Branding?
– Automation
– Dashboards
» HootSuite
» Tweetdeck
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17. Facebook
• Characteristics
– Timeline
– Need admin
– How to get followers
• Decisions
– Page or Group?
• Examples
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24. Integrating Formalized Training
• Analysis: Is the performance problem a
training problem?
• How will implementing training positively
impact a business need or goal?
• What must the learners be able to do in
order to ensure the required change in
performance?
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26. Assessment
• Determine where is the gap in knowledge
• What is the goal of the training
– Who is the audience
– What needs to be taught/learned
– Who needs to be at the table discussing the training
– Important to schedule the training time for
employees
– Audience analysis – what are the preferred
learning styles of the students
– How will instruction occur? Instructor led-
where/when? Online tutorials – where will you
host/manage/record?
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27. Course Objectives
• What key things need to be taught?
• Will there be pre-instructional activities? What are
they?
• How many sessions will you need to present the
material? How will you chunk the material?
• When will the training occur – daytime, nighttime,
on their “own” time?
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28. Design Instruction
• Instructor led
• Tutorial – online style
• Distance learning – combination of the above
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29. Instructional Material Development
• If instructor led training – will you use PowerPoint, media, duct
tape, computer cards?
• If online? what tools to use - Captivate, InDesign, PowerPoint,
YouTube?
• Text materials - what is most important- make it concise, easy
to read, clear to understand - think about how easy updating it
will be, who will own the materials?
• Will you need to use a subject matter expert to define content
and evaluate structure of learning?
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30. Development
• What activities will best bring about the required
performance?
– How do you engage the students?
– What will transfer the learning best to the students in
the most efficient manner?
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31. Implementation
• It is best to pilot the training to make sure it flows,
is clear and tested for effectiveness. See what
works, what doesn’t. Make changes and test again.
• Schedule the implementation with key stake
holders – good training, bad timing, not so effective
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32. Evaluation
• How will you evaluate the success of the
training?
• How do you test the transfer of knowledge as a
result of training?
• Test students or make them perform specific
actions?
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33. Five Main Purposes of Evaluation
1. Feedback- linking learning outcomes to objectives – providing quality
control
2. Control – consider organizational culture and most effective means to
transfer information
3. Research – determine relationship between training and transfer of
training to the job
4. Intervention- the results of the evaluation influence the context in which it
is occurring
5. Power Games – manipulating evaluative data for organizational politics.
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34. Managing the Training
• Who updates it, schedules it, registers folks or
makes sure they completed training if online?
• Do you have an Learning Management System?
How will you integrate your training into it?
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35. Integrating Video
•Topics – event driven,
seasonally driven
•Costs - $3000 - $4000 for
professional product
•Resources needed – iPhone
has video, video cameras
widely owned
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36. Integrating Video continued
• Branding – keep the professional image of
the university/department
• Timeline – plan in advance
• Creative control – micro manage or give
creative license to artists
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Purdue University located in West Lafayette, IN. We are the land grant university of Indiana. We have 75,000 students across all campuses, about 40,000 at West Lafayette. We have over half a million graduates cumulative from 1874 to 2011. Men are a higher percentage than women but by only 6% points – a big change from earlier days. We have a large population of international students, both undergraduate and graduate students.
What’s the best vehicle? Paper: Brochures, advertisements Digital: online sites, RSS links to website Social media: Facebook, Twitter, LinkedIn Video: YouTube In person: presentations, information fairs All of the above!
Build relationships Involve others to help deliver the message Build strong relationships, engage influencers, and nurture those connections. What are the key relationships YOU need to have market your community effectively? Establish Partnerships Sister organizations Develop relationships to work your message into as many groups as possible (LinkedIn)
We added this component because not everyone that lands in this position of security awareness has a background in training and we had heard from some that it might be useful. Before I commit a lot of time to discussing this, please let me know if you feel this will be valuable or what aspects would be most beneficial for me to talk about? I enjoy developing relevant training but hate how sometimes it is so rushed that it is set up to fail – then all of training gets a bad rap.
Everyone says we need training. That will take care of the problem. Great. So what is it that needs fixed? What is the knowledge gap? What behavior, when exhibited, solves the problem? What is the behavior that causes the problem? How will we evaluate that the training is considered successful? We have a process for assessing what needs to be done to create relevant training.
The URL shows where I borrowed the graphic from and provides further information about This model exemplifies the process we go through to decide how to build relevant training that should be successful. It is a fluid process of testing ideas, getting input for what needs to be trained, designing, developing, piloting, and finally implementing. It is not finished when the training concludes – there needs to be ongoing evaluation of the relevance and effectiveness of the training. ISD – stands for Instructional Systems Design
Who needs to be at the table – administrators so they support the training and time for staff to be trained – examples of set up to fail: Outlook training mandated for all employees – we cater to train them closer to their offices. We are inconvenienced doing this – using laptops we don’t own and have not configured, to an audience who was pretty much told to just show up and take the training. One professor asked what the software did? One older lady just sat there refusing to learn it. Next instance, the team was working together really well. The administration was balking at taking the next step – the training was tested, piloted, ready to go – administration decided to bail it entirely – 2 years later, the software was back on the table. Access training – developed it as a progression of developing one database – was the preferred method students liked. We bought a package and it was badly developed for Access. Outlook training – techie’s wouldn’t want it was the assumption but they really didn’t want to figure another tool out and would gladly come to a 2 hour training to learn everything they needed.
The course objectives should flow from the assessment findings of gap analysis. What needs to be taught and where are the staff currently in their knowledge? How many people need to learn? Is everyone at the same place or are there remedial training needs, basic updating of knowledge and advanced knowledge staff? It is always hardest to try and train everyone at the same level when you have staff with very disparate knowledge. Access training was clearly an advanced course but we would have mouse challenged users in the group. Police dept was moving to using laptops in the patrol cars so they needed to be training on how to use computers – we offered to train them in the evening and worked our schedule around theirs.
Active learning creates an environment that engages the students in discovering their own learning process. They seek the answers out and implement the solutions – then may find another problem to solve before reaching the final conclusion. We have a high school student staying with us whose math assignment is to create the final exam schedule for the high school/jr. High She is taking discreet math and needs to apply it to solve the problem of exam schedules, keeping several test rooms in proximity for the teacher to visit each classroom for questions without having to go up and down stairs. He also wants them to create a template for following years to use. This is a great way to transfer the learning to the students in a way that will stay with them after class is done.
I piloted my access series and with students asking questions I hadn’t asked, found some new areas that needed to be included in the training. I tweaked the manuals as we piloted the materials – it was very engaging for me and the product was far superior for the added input of the students. I was lucky to have some very bright people to work with. Good timing – not Monday morning, Friday afternoon, near a holiday, or beginning of school.