Information Management Training

Overview

At ALGIM we've been involved in information management for decades. We know how complex it can be, and how difficult it is to keep up with professional and personal development.  So we've worked closely with Kerri Siatiras, a national IM expert, to develop five online courses for local government IM professionals.

Current course options include:

  1. Introduction to IM and record keeping for local authorities
  2. Archives management for local authorities
  3. IM strategy programme - a training, coaching and mentoring course
  4. Information Asset Management 
  5. Disposal of Information and Records 
  6. Introduction to IM and Recordkeeping 

All courses are delivered online, in real time with our trainer.  Courses are reviewed and updated regularly, and are targeted specifically to local government IM staff.  

The Information Management Learning Pathway below illustrates the levels and key concepts covered by each course.



If all training courses are full, please click on the latest one and join the waitlist. We will be in contact once a new course date has been set.

Introduction to IM and record-keeping for Local Authorities

This introductory level course is designed for those who are new to information and records management, new to the specific requirements of information and records management in local authorities, or those who want to understand more about the 'why' of information management and what it involves.

The course explores all the basics of information and records management across both the physical, and digital environments.  It also covers the role information and records professionals play in their organisation, and how good IM contributes to and supports to overall functions and goals of the local authority.

The course is divided into seven modules of 90 minutes each.  Each module is delivered online with its own workbook which is sent out to participants beforehand.  There is also a small amount of homework to be done between modules to support learning.

Course topics

The course covers the following:

Session 1 - course overview, defining IM and record-keeping

Session 2 - legislation and standards

Session 3 - storage and handling, disaster recovery and business continuity planning

Session 4 - creation and control using classification structures, physical file management

Session 5 - metadata, email management, databases

Session 6 - shared network drives, electronic document management systems, digitalisation

Session 7 - managing non-current information, disposal of information, local authority archives

What you need to know

  • Sessions run from 10.00am to 11.30am.
  • We use GoToMeeting as the online platform.
  • You will need a microphone and webcam/video as interaction with others on the course is necessary and strongly encouraged.
  • You will need a quiet space so there are no distractions for the participants.
  • The maximum number of attendees will be eight.
  • You will receive an email with a link to each session.

Time: 7 x 90 minute sessions

Cost: $450 + GST per person

What previous attendees have said about the course

 "I have to say that I really enjoyed the opportunity to get to know the basics of what good IM and record-keeping is all about. There was a lot that I did not already know, which will help to provide a new lens in the way we look at IM here at GWRC. Thanks again Kerri."

 "All aspects the workshop were valuable. However I particularly found the classification structures, metadata and the discussion about key legislation and standards the most valuable."

 "I really enjoyed learning about all the layers/aspects of records management, some of which I had not known of before but made sense and added depth. Thank you!"

Archives management for local authorities

This intermediate level course is designed for those who have an interest in, or responsibility for their local authority or community archives. Many local authorities don't have dedicated archivists, and/or the archives are supported as part of the overarching information and records management functions. This course is great for those who don't have a background in archives management, but have responsibility for the archives of their organisation. It is expected all participants will already have a foundation in information and records management.


The course complements the material provided in the ALGIM IM Toolkit module B6, Local Authority Archives Management Guidelines.  It is divided into seven modules of 90 minutes each which cover the management of both physical and digital archive collections.  Each module is delivered online with its' own workbook which is sent out to participants beforehand. There is also a small amount of homework between modules to support learning.

Course topics

The course covers the following:

Session 1: course overview, defining archives, legal environment, components of archives management

Session 2: adding to the collection, appraisal, sentencing, accessioning

Session 3: further processing, arrangement and description of archives

Session 4: repository management, storage conditions, disaster recovery

Session 5: preservation and care, handling, conservation, digitalisation

Session 6: digital archives, access restrictions

Session 7: reference services, archives management policy and programme

What you need to know

  • Sessions run from 10.00am to 11.30am.
  • We use GoToMeeting as the online platform.
  • You will need a microphone and webcam/video as interaction with others on the course is necessary and strongly encouraged.
  • You will need a quiet space so there are no distractions for the participants.
  • The maximum number of attendees will be eight.
  • You will receive an email with a link to each session.

Time: 7 x 90 minute sessions

Cost: $450 + GST per person

What previous attendees have said about the course

"The breadth of topics covered was over the entire span of records, and gave me some good ideas to follow up within our organisation, as both an archivist and a member of the digital transformation steering group. Kerri's experience of both records and archives, as well as her experience of working with large institutions, was of great help when asking targeted questions."

"The pace of the local authorities archives management course was excellent and having a session every couple of days encouraged me to complete my homework promptly, so it was not able to fall off my radar."

"Kerri is very knowledgable and presents the information in a structured way that also gives you space to think and discuss. Kerri is a great presenter."


Developing an information management strategy

An information management (IM) strategy is an essential tool for local authorities as it priorities planning for managing information, and links IM initiatives to overall business strategies and plans.  This senior level programme is more than just an online course.  As well as scheduled online class sessions, it includes coaching and one-on-one mentoring to support attendees in the development of an IM strategy for their local authority.

The course is divided into seven modules of 90 minutes each.  Each module is delivered online with its' own workbook which is sent out to participants beforehand.  There are also two extended out of class periods where attendees have the chance to get started on their IM strategy development.  The online group sessions are then followed up with one-on-one coaching sessions to maximise the benefits of the learning.

Course topics

The course covers the following:

Week one – three online sessions:

  • setting the scene, understanding why your organisation needs an IM strategy and overview of the development process
  • looking at the big picture and context for IM
  • understanding the development process and IM principles.

Weeks two and three - outside of class exercise  

  • planning and preparation for development of your strategy.

Week four – three online sessions:

  • exploring current IM challenges
  • developing skill sets to meet IM challenges
  • turning strategy into action.

    Weeks five and six - outside of class exercise 

    • developing a 90-day action plan and making a start on developing your IM strategy.

    Week seven – one online session

    • understanding realistic goals, measuring improvements, reflection and next steps.

    Follow-up sessions:

    • First follow-up one-on-one session a month later. A one-hour online discussion with you and Kerri about what you have achieved, any barriers to achieving the goals identified for the first 30 days and working through options to address those barriers.
    • Second follow-up one-on-one session scheduled when the draft IM strategy is completed. A one-hour online discussion between attendee and Kerri about their draft IM Strategy.

    What you need to know

    • Sessions run from 10.00am to 11.30am.
    • We use GoToMeeting as the online platform.
    • You will need a microphone and webcam/video as interaction with others on the course is necessary and strongly encouraged.
    • You will need a quiet space so there are no distractions for the participants.
    • The maximum number of attendees will be eight.
    • You will receive an email with a link to each session.

    Time: 7 x 90 minute sessions plus 2 x 1 hour follow-up sessions

    Cost: $1200 + GST per person

    What previous attendees have said about the course

    "The workbooks were, and continue to be a valuable reference source."

    "I found the coaching particularly valuable and really feel I have been able to develop a quality information strategy with Kerri's expert guidance."

    "Really enjoyed this course and learnt some valuable information. As well as the excellent mentoring, learning from other attendees and what their councils saw as the priorities was so useful."


    Information asset management

    This intermediate level course is designed for those who already understand core concepts relating to information and records management, and are charged with the management of information assets (whether paper-based or digital).

    This course explores the ideas around information being an asset, how we can understand what information assets we hold (through development of an information asset register), and how managing information assets can improve information management within your local authority.

    The course is divided into four modules of 90 minutes each.  Each module is delivered online with its' own workbook which is sent out to participants beforehand.  There is also a small amount of homework to be done between modules to support learning.

    Course topics

    The course covers the following:

    Session 1 - Introduction to information assets

    Session 2 - Developing an information asset register

    Session 3 - Managing our information assets

    Session 4 - Using an information asset register to support business activities

    What you need to know

    • We use GoToMeeting as the online platform.
    • You will need a microphone and webcam/video as interaction with others on the course is necessary and strongly encouraged.
    • You will need a quiet space so there are no distractions for the participants.
    • The maximum number of attendees will be eight.
    • You will receive an email with a link to each session.


    Time:
     4 x 90 minute sessions 

    Cost: $600 + GST per person

    What previous attendees have said about the course

    "Really enjoyable course, excellent teacher and I got a lot out of hearing from the other participants. It worked out really well that all participants, including myself, were at the same stage and just embarking on planning and developing an IAR."

    "I found the explanation of what is and information asset the most valuable and also what other templates are available across Australasia."

    "It gave an detailed, easy to follow process of how to approach the huge task of understanding and setting up then maintaining an Information Asset register."
     
    Disposal of information and records 

    This intermediate level course is designed for those who are responsible for managing the disposal of information and records with their local authority.


    The course explores all the basics of disposing of information and records management across both the physical, and digital environments.  It also covers the processes involved in disposal, the legal requirements and how to utilise the ALGIM Disposal Schedule.

    The course is divided into four modules of 90 minutes each.  Each module is delivered online with its own workbook which is sent out to participants beforehand.  There is also a small amount of homework to be done between modules to support learning.

    Course topics

    The course covers the following:

    Session 1 - course overview, understanding disposal, the difference between appraisal and sentencing

    Session 2 – legal requirements for disposal, understanding protected records, introduction to the ALGIM disposal schedule

    Session 3 – processes for implementing a disposal schedule over hard copy records, and digital records

    Session 4 – implementing the AGLIM disposal schedule, course wrap up

    What you need to know

    • We use GoToMeeting as the online platform.
    • You will need a microphone and webcam/video as interaction with others on the course is necessary and strongly encouraged.
    • You will need a quiet space so there are no distractions for the participants.
    • The maximum number of attendees will be eight.
    • You will receive an email with a link to each session.
    • All attendees will require a copy of the ALGIM schedule in order to do this course. So you will need to have access to the toolkit.

    Time:
     4 x 90 minute sessions

    Cost: $600.00 + GST per person

    What previous attendees have said about the course

    "Kerri presents at just the correct pace. She also keeps it just interactive enough that we stay on the ball."

    "Content very relevant as our organisation is just about to implement the disposal schedule. 

    "Discussions did resonate with me. To implement a solid and successful schedule can be achieved with dedicated resources and invested time."
     
    "Great job ALGIM and Kerri, thank you."


    Introduction to IM and record-keeping

    This introductory level course is designed for those who are new to information and records management in any sector, who want to get to grips with information management best practice, or those who want to understand more about the 'why' of information management and what it involves.


    The course explores all the basics of information and records management across both the physical, and digital environments.  It also covers the role information and records professionals play in their organisation, and how good information management contributes to their organisation's success.

    The course is divided into seven modules of 90 minutes each.  Each module is delivered online with its own workbook which is sent out to participants beforehand.  There is also a small amount of homework to be done between modules to support learning.

    Course topics

    The course covers the following:

    Session 1 - course overview, defining IM and record-keeping

    Session 2 - legislation and standards

    Session 3 - storage and handling, disaster recovery and business continuity planning

    Session 4 - creation and control using classification structures, physical file management

    Session 5 - metadata, email management, databases

    Session 6 - shared network drives, electronic document management systems, digitalisation

    Session 7 - managing non-current information, disposal of information,  archives

    What you need to know

    • Sessions run from 10.00am to 11.30am.
    • We use GoToMeeting as the online platform.
    • You will need a microphone and webcam/video as interaction with others on the course is necessary and strongly encouraged.
    • You will need a quiet space so there are no distractions for the participants.
    • The maximum number of attendees will be eight.
    • You will receive an email with a link to each session.


    Time: 7 x 90 minute sessions
    Cost: $450 + GST per person


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