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Engage! Creating a Meaningful
 Security Awareness Program

Ben Woelk Rochester Institute of
          Technology
Cherry Delaney Purdue University




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                                 Page 1
Introductions

         Speakers


         Seminar Participants




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                                    Page 2
Seminar Overview
     A. Planning

     C. Integrating Formalized Training

     E.Implementation Workshop




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                                Page 3
Marketing communications are foundational
to increasing your department’s reach and
energizing your fan base.




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                                     Page 4
COMMUNICATIONS PLANNING




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                              Page 5
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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                                           Page 6
Components of a Plan

•   Audience analysis
•   Key messages
•   Communications channels
•   Calendar of promotions
•   Develop relationships




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                                       Page 7
Audience Analysis

• Who are your audiences?
• How do they communicate now?




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                                     Page 8
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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                                               Page 9
Communications Channels

• What’s the best vehicle?




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                                      Page 10
When to Deliver the Message

• Timing is important
  • Leverage opportunities
  • Reuse content
  • Calendar of promotions




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                                       Page 11
Key Relationships

• Build relationships
• Establish partnerships




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                                      Page 12
Implement the Plan

• Get feedback
• Follow calendar of communications, but
  don’t miss opportunities.
• Develop processes




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                                      Page 13
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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                                                  Page 14
Integrating Social Media:
Which channels and for what purposes
        Facebook
        Google+
        Twitter
        Blogs
     Social media plugins
        ??




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                                        Page 15
Integrating Social Media
       Administrative requirements for
        using social media
             – Policies?
                » Branding?
             – Automation
             – Dashboards
                » HootSuite
                » Tweetdeck



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                                     Page 16
Facebook

• Characteristics
  – Timeline
  – Need admin
  – How to get followers
• Decisions
  – Page or Group?
• Examples


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                                        Page 17
Twitter

• Characteristics

• Decisions

• Examples




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                                       Page 18
Blog

• Characteristics
• Decisions
• Examples




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                                       Page 19
Google+

• Characteristics

• Decisions

• Examples




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                                       Page 20
Other options

• FourSquare
• Pintrest?
• Email




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                                       Page 21
Managing Social Media

• Dashboards
  – Tweetdeck
  – HootSuite
  – “Auto-tweets”




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                                           Page 22
INTEGRATING FORMALIZED
TRAINING




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                               Page 23
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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                                             Page 24
Basic Design Principles




     http://www.nwlink.com/~donclark/hrd/learning_environment_f
     ramework.html


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                                                              Page 25
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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                                                     Page 26
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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                                               Page 27
Design Instruction

• Instructor led
• Tutorial – online style
• Distance learning – combination of the above




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                                           Page 28
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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                                                         Page 29
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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                                                      Page 30
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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                                                Page 31
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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                                            Page 32
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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                                                                     Page 33
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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                                              Page 34
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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                                        Page 35
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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                                      Page 36
Educause Video/Poster
Winners




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                                Page 37
Educause Video/Poster
Winners




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                                Page 38
Educause Video/Poster Winners




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                                 Page 39
Educause        http://www.youtube.com/watch?
                v=XrIPZi4fnRc&list=PLCD6AD23B84CAC7
video           5A&index=1&feature=plpp_video

winners




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                                             Page 40
http://security.rit.edu/dsd/awareness.html




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                                         Page 41
http://www.purdue.edu/securepurdue/




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                                      Page 42
http://www.baylor.edu/its/index.php?id=39967




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                       Page 44
Resources
https://wiki.internet2.edu/confluence/display/itsg2/Cybersecurity+
https://wiki.internet2.edu/confluence/display/itsg2/Security+Awar
https://wiki.internet2.edu/confluence/display/itsg2/Security+Awar
http://www.educause.edu/SecurityVideoContest




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                                                     Page 45
Resources continued

• https://wiki.internet2.edu/confluence/display/its
• https://wiki.internet2.edu/confluence/displa
  y/itsg2/Organizing+Your+Campus+IT+Sec
  urity+Website




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                                         Page 46

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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 Powerpoint Templates Page 1
  • 2. Introductions Speakers Seminar Participants Powerpoint Templates Page 2
  • 3. Seminar Overview A. Planning C. Integrating Formalized Training E.Implementation Workshop Powerpoint Templates Page 3
  • 4. Marketing communications are foundational to increasing your department’s reach and energizing your fan base. Powerpoint Templates Page 4
  • 5. COMMUNICATIONS PLANNING Powerpoint Templates Page 5
  • 6. Why plan? • Systematic approach • Repeatable • Set and achieve goals • Be proactive • Be strategy driven, not event driven • Strategic plan drives marketing/communications plan Powerpoint Templates Page 6
  • 7. Components of a Plan • Audience analysis • Key messages • Communications channels • Calendar of promotions • Develop relationships Powerpoint Templates Page 7
  • 8. Audience Analysis • Who are your audiences? • How do they communicate now? Powerpoint Templates Page 8
  • 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 Powerpoint Templates Page 9
  • 10. Communications Channels • What’s the best vehicle? Powerpoint Templates Page 10
  • 11. When to Deliver the Message • Timing is important • Leverage opportunities • Reuse content • Calendar of promotions Powerpoint Templates Page 11
  • 12. Key Relationships • Build relationships • Establish partnerships Powerpoint Templates Page 12
  • 13. Implement the Plan • Get feedback • Follow calendar of communications, but don’t miss opportunities. • Develop processes Powerpoint Templates Page 13
  • 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 Powerpoint Templates Page 14
  • 15. Integrating Social Media: Which channels and for what purposes Facebook Google+ Twitter Blogs Social media plugins ?? Powerpoint Templates Page 15
  • 16. Integrating Social Media Administrative requirements for using social media – Policies? » Branding? – Automation – Dashboards » HootSuite » Tweetdeck Powerpoint Templates Page 16
  • 17. Facebook • Characteristics – Timeline – Need admin – How to get followers • Decisions – Page or Group? • Examples Powerpoint Templates Page 17
  • 18. Twitter • Characteristics • Decisions • Examples Powerpoint Templates Page 18
  • 19. Blog • Characteristics • Decisions • Examples Powerpoint Templates Page 19
  • 20. Google+ • Characteristics • Decisions • Examples Powerpoint Templates Page 20
  • 21. Other options • FourSquare • Pintrest? • Email Powerpoint Templates Page 21
  • 22. Managing Social Media • Dashboards – Tweetdeck – HootSuite – “Auto-tweets” Powerpoint Templates Page 22
  • 23. INTEGRATING FORMALIZED TRAINING Powerpoint Templates Page 23
  • 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? Powerpoint Templates Page 24
  • 25. Basic Design Principles http://www.nwlink.com/~donclark/hrd/learning_environment_f ramework.html Powerpoint Templates Page 25
  • 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? Powerpoint Templates Page 26
  • 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? Powerpoint Templates Page 27
  • 28. Design Instruction • Instructor led • Tutorial – online style • Distance learning – combination of the above Powerpoint Templates Page 28
  • 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? Powerpoint Templates Page 29
  • 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? Powerpoint Templates Page 30
  • 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 Powerpoint Templates Page 31
  • 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? Powerpoint Templates Page 32
  • 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. Powerpoint Templates Page 33
  • 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? Powerpoint Templates Page 34
  • 35. Integrating Video •Topics – event driven, seasonally driven •Costs - $3000 - $4000 for professional product •Resources needed – iPhone has video, video cameras widely owned Powerpoint Templates Page 35
  • 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 Powerpoint Templates Page 36
  • 37. Educause Video/Poster Winners Powerpoint Templates Page 37
  • 38. Educause Video/Poster Winners Powerpoint Templates Page 38
  • 39. Educause Video/Poster Winners Powerpoint Templates Page 39
  • 40. Educause http://www.youtube.com/watch? v=XrIPZi4fnRc&list=PLCD6AD23B84CAC7 video 5A&index=1&feature=plpp_video winners Powerpoint Templates Page 40
  • 41. http://security.rit.edu/dsd/awareness.html Powerpoint Templates Page 41
  • 42. http://www.purdue.edu/securepurdue/ Powerpoint Templates Page 42
  • 43. http://www.baylor.edu/its/index.php?id=39967 Powerpoint Templates Page 43
  • 46. Resources continued • https://wiki.internet2.edu/confluence/display/its • https://wiki.internet2.edu/confluence/displa y/itsg2/Organizing+Your+Campus+IT+Sec urity+Website Powerpoint Templates Page 46

Notes de l'éditeur

  1. 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.
  2. 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!
  3. 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)
  4. 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.
  5. 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.
  6. 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
  7. 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.
  8. 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.
  9. 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.
  10. 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.