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Training and Workshops

Our webinars let you learn at your desk, and our conferences provide extensive coverage of a wide range of topics. But what if you need in-depth training or personalised workshop?

ALGIM provide a range of training and workshops run by the experts to help your team operate at their best.

We currently have the following available for booking, plus with our extensive contacts and resources, we can provide tailored training on any local government technology-related topic.

Upcoming events

    • 4 Apr 2025
    • 9:00 AM
    • 17 Apr 2025
    • 10:30 AM
    • Microsoft Teams
    • 0
    Join waitlist

    This introductory level course is designed for those who are new to information and records management, new to 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 information management contributes to, and supports the 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 given between modules to support learning.


      About our presenter Kerri Siatiras, Siatiras Consulting

      Kerri is an independent information and records management consultant with extensive experience as both a practitioner and consultant. Kerri was an owner and consultant with the successful independent consulting firm SWIM Ltd for 15 years during which time she helped develop the IM Toolkit with ALGIM. Kerri has continued her ongoing close association with ALGIM and the local authority sector through training and consulting services.


      Online sessions – all run from 9:00am – 10:30am

      • Session 1 (4th April 2025): course overview, defining IM and record-keeping
      • Session 2 (7th April 2025): legislation and standards
      • Session 3 (9th April 2025): storage and handling, disaster recover and business continuity planning
      • Session 4 (11th April 2025): creation and control using classification structures, physical file management
      • Session 5 (14th April 2025): metadata, email management, databases
      • Session 6 (16th April 2025): shared network drives, electronic document management systems, digitisation
      • Session 7 (17th April 2025): managing non-current information, disposal of information, local authority archives.


      What you need to know

      • We will use Microsoft Teams as the 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.
      • Sessions are limited to 4 - 8 participants
      • You will receive an email with a link to each session.
      • We recommend you log in ten minutes before the training session starts to ensure that you can hear and see everything.

      For any questions, please contact service@algim.org.nz

      • 28 Apr 2025
      • 9:30 AM
      • 2 May 2025
      • 1:00 PM
      • Microsoft Teams
      Register

      You will learn key principles of Information Architecture for the governance of information within Microsoft 365.

      This course will take you through a process of developing an Information Architecture from discovery and strategy to embedding Information Architecture into your business. It considers how Information Architecture is used in an Information Management context.

      On this course we will explore how Information Architecture is practically applied the Microsoft 365, considering factors such as hubs, sites, structures, columns, content types and term sets.

      During the course you will get the opportunity to work through a scenario based on real life information architecture development projects.

      The course is best suited for practitioners who have some working knowledge of Microsoft 365, particularly SharePoint and Teams. For those unfamiliar with Microsoft 365 we recommend you attend the Microsoft 365 SharePoint Fundamentals or Microsoft 365 SharePoint Super User training before joining this course.


      About our presenter Andrea McIntosh, Leadership Through Data

      Andrea has worked in information and technology management for over two decades. As an experienced Information Manager, mainly in the public records space, she brings extensive experience in strategy, information and data architecture, and project delivery. As a skilled trainer and business coach, she shares her passion for information and records management and empowers others around her.  Increasing stakeholder engagement and bringing people along on the journey, while delivering pragmatic solutions with sustainable information management at the heart of them is always the aim. Andrea is also actively involved in the development of IM standards and delivery of support to the sector in this space.


      Course outline:

      Section 1

      • Introduction to Information Architecture
      • Planning and governance
      • Understanding organisational context: governance, strategy, current state
      • Conducting Information Audits
      • Embedding Information Architecture governance

      Section 2

      • Introduction to information design
      • Principles of Information Architecture
      • M365 strategic design decisions
      • Documenting designs

      Section 3

      • Practical application of Information Architecture to Microsoft 365
      • Hands on build using M365 design feature
      • Avoiding common design errors

      Section 4

      • Testing Information Architecture
      • Implementation strategies for Information Architecture
      • Migration strategies for Information Architecture
      • Monitoring, reporting and compliance

      Section 5

      • Business as usual Governance
      • Roles and responsibilities for IT, Information Management, Data managers etc
      • Sustainability and the Microsoft 365 evergreen model


      What you need to know

      • CPD Points: 18
      • Course level: Intermediate
      • Platform: Microsoft Teams will be used for this training session. You will receive a Teams Meeting link prior to the training date. 
      • Course duration: 5 sessions
      • PrerequisitesThis is an advanced Microsoft 365 course and assumes you are already:  
        • Familiar with using Microsoft 365 for file storage including SharePoint (if not, please see our Microsoft 365 SharePoint Super User Training Course) 
        • Familiar with editing document metadata (properties) in SharePoint (if not, please see our Microsoft 365 SharePoint Super User Training Course) 
        • Familiar with information life cycles and records management in general terms (if not, please see our Records Management Training Course)
      • Sessions are limited to 5 - 10 participants
      • We recommend you log in ten minutes before the training session starts to ensure there are no tech issues.
      • 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.


      For any questions, please contact service@algim.org.nz

      • 9 May 2025
      • 9:00 AM
      • 16 May 2025
      • 10:30 AM
      • Microsoft Teams
      • 4
      Register

      This intermediate course is designed for more Senior IM Practitioners who are responsible for monitoring and reporting on IM activities and services.


      The course explores types of measurement, monitoring and reporting that may be appropriate and how to ensure the monitoring and reporting we do is useful.

       

      About our presenter Kerri Siatiras, Siatiras Consulting 

      Kerri is an independent information and records management consultant with extensive experience as both a practitioner and consultant. Kerri was an owner and consultant with the successful independent consulting firm SWIM Ltd for 15 years during which time she helped develop the IM Toolkit with ALGIM. Kerri has continued her ongoing close association with ALGIM and the local authority sector through training and consulting services.


      Online sessions – all run from 9:00am – 10:30am

      • Session 1 – 9th May 2025
      • Session 2 – 12th May 2025
      • Session 3 – 14th May 2025
      • Session 4 – 16th May 2025


      Course Topics

      • Defining monitoring and reporting 
      • Understanding the legislative and business context
      • Understanding why we need to monitor and report on IM
      • Exploring how the Executive Sponsor role fits in
      • Possible levels of measurement in an organisation
      • Types of monitoring and reporting 
      • Determining what monitoring and reporting should be in place
      • How to ensure that what we monitor and report on is useful


      What you need to know

      • We will use Microsoft Teams as the 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.
      • Sessions are limited to 4 - 8 participants
      • You will receive an email with a link to each session.
      • We recommend you log in ten minutes before the training session starts to ensure that you can hear and see everything.


      For any questions, please contact service@algim.org.nz

      • 9 May 2025
      • 11:00 AM
      • 16 May 2025
      • 12:30 PM
      • Microsoft Teams
      • 7
      Register

      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).


      The 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.


      About our presenter Kerri Siatiras, Siatiras Consulting

      Kerri is an independent information and records management consultant with extensive experience as both a practitioner and consultant. Kerri was an owner and consultant with the successful independent consulting firm SWIM Ltd for 15 years during which time she helped develop the IM Toolkit with ALGIM. Kerri has continued her ongoing close association with ALGIM and the local authority sector through training and consulting services.


      Online sessions – all run from 11:00am - 12:30pm

      • Session 1 – 9th May 2025 - Introduction to information assets
      • Session 2 – 12th May 2025 - Developing an information asset register
      • Session 3 – 14th May 2025 - Managing our information assets
      • Session 4 – 16th May 2025 - Using an information asset register to support business activities


      What you need to know

      • We will use Microsoft Teams as the 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.
      • Sessions are limited to 4 - 8 participants
      • You will receive an email with a link to each session.
      • We recommend you log in ten minutes before the training session starts to ensure that you can hear and see everything.


      For any questions, please contact service@algim.org.nz

      • 12 May 2025
      • 1:30 PM
      • 16 May 2025
      • 5:00 PM
      • Microsoft Teams
      Register

      SharePoint Premium is an intelligent document processing solution in Microsoft 365 built using Artificial Intelligence (AI) and Machine Learning (ML) techniques. It can help manage content at scale in your organization by providing structure (content types and metadata) and governance (protection and retention controls) to files in SharePoint.

      Once structure and governance controls are in place, organizations can realize savings with SharePoint Premium by improved content classification, improved search and discovery, and streamlined routine and high-value business processes.

      This course will explore SharePoint Premium features, including information architecture and licensing requirements.

      This course is designed to demonstrate where SharePoint Premium may be leveraged in your organization’s Microsoft 365 environment to realize these benefits.

      Please Note: SharePoint Premium was previously named Syntex. The word Syntex is being phased out by Microsoft, however it still appears in multiple places.


      About our presenter Kunal Kankariya, Leadership Through Data

      Kunal joined LTD in 2020 and is the creator of our Microsoft 365 Information Privacy & Protection Training – All You Need to Know. Kunal Kankariya, is a Microsoft 365 Solution Architect and a Microsoft Certified Trainer offering 11+ years’ experience in comprehensive architecture and adoption of Microsoft 365 Solutions. An attentive collaborator and communicator from project conception to completion. I am creative in devising solutions to improve business operations and meet clients’ technical needs maximizing the Microsoft product capabilities and minimizing customisations. I am a seasoned team leader possessing the technical and interpersonal skills to provide exceptional project guidance to delivery and business adoption. I am a Microsoft certified expert and a prolific speaker at various events on evolving Microsoft technologies.


      What you need to know

      • CPD Points: 18
      • Course level: Advanced
      • Platform: Microsoft Teams will be used for this training session. You will receive a Teams Meeting link prior to the training date. 
      • Sessions are limited to 5 - 10 participants
      • We recommend you log in ten minutes before the training session starts to ensure there are no tech issues.
      • 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.


      For any questions, please contact service@algim.org.nz

      • 12 May 2025
      • 2:00 PM
      • 13 May 2025
      • 3:30 PM
      • Microsoft Teams
      Register

      This workshop is designed for those that have already completed the ALGIM course Disposal of Local Authority Information and Records and are in the midst, or about to start implementation of the disposal schedule.


      The focus will be on the practical interpretation and overarching implementation processes for the ALGIM disposal schedule.


      About our presenter Kerri Siatiras, Siatiras Consulting

      Kerri is an independent information and records management consultant with extensive experience as both a practitioner and consultant. Kerri was an owner and consultant with the successful independent consulting firm SWIM Ltd for 15 years during which time she helped develop the IM Toolkit with ALGIM. Kerri has continued her ongoing close association with ALGIM and the local authority sector through training and consulting services.


      Online sessions – all run from 2:00pm - 3:30pm

      • Revisit how to read and understand the schedule
      • Revisit how to customise the schedule
      • Setting up your own ”implementation version”
      • Tips for mapping the disposal schedule to your taxonomy/classification structure
      • Implementation process overview
      • Exploring real world scenarios (these will be based on queries submitted by those registered prior to the workshop)


      What you need to know

      • Session dates: Monday 12th May 2025 - Tuesday 13th May 2025.
      • Please make sure that you have already completed the ALGIM Disposal of Local Authority Information and Records course.

      • We recommend you log in ten minutes before the training session starts to ensure that you can hear and see everything.

      • You will receive an email with a link to each session.

      • Sessions are limited to 4 - 8 participants

      • You will need a quiet space so there are no distractions for the participants.

      • You will need a microphone and webcam/video as interaction with others on the course is necessary and strongly encouraged.

      • We will use Microsoft Teams as the platform.

      • Please supply us with questions/queries/issues you are facing with disposal implementation presently. Send your questions/queries/issues to service@algim.org.nz at least two days before the course begins so we can discuss at the workshops.

      • Please ensure you have the latest version of the ALGIM Disposal Schedule module (BP06) downloaded and available for use.


      For any questions, please contact service@algim.org.nz

      • 13 May 2025
      • 9:30 AM
      • 14 May 2025
      • 1:00 PM
      • Microsoft Teams
      Register

      The majority of companies have successfully rolled out Microsoft Teams to enable their businesses to operate and communicate more effectively. Without the appropriate information governance in place organisations will struggle to successfully manage their information. We have seen many companies that are are now looking at retrospective governance for Microsoft Teams.


      This training course aims to help with this need, and will walk you through the guidance required to understand the appropriate ways to use Microsoft Teams and to manage data inside it.


      This course includes a brief introduction to governance, the archiving and disposal of teams, and will look at the security and compliance centre.


      This course also offers top tips and practical demonstrations.


      About our presenter Andrea McIntosh, Leadership Through Data

      Andrea has worked in information and technology management for over two decades. As an experienced Information Manager, mainly in the public records space, she brings extensive experience in strategy, information and data architecture, and project delivery. As a skilled trainer and business coach, she shares her passion for information and records management and empowers others around her.  Increasing stakeholder engagement and bringing people along on the journey, while delivering pragmatic solutions with sustainable information management at the heart of them is always the aim. Andrea is also actively involved in the development of IM standards and delivery of support to the sector in this space.


      Course outline

      • Teams Apps
      • Private Channels
      • External Access
      • Guest Access
      • Conditional Access Policy
      • MS Teams: Where is the Data
      • Information Protection Tools
      • Data Loss Prevention (DLP)
      • Communications Compliance
      • Cloud Security


        What you need to know

        • CPD Points: 6
        • Course level: Foundation
        • Platform: Microsoft Teams will be used for this training session. You will receive a Teams Meeting link prior to the training date. 
        • Sessions are limited to 6 - 10 participants
        • We recommend you log in ten minutes before the training session starts to ensure there are no tech issues.
        • 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.


        For any questions, please contact service@algim.org.nz

        • 19 May 2025
        • 9:00 AM
        • 3 Jun 2025
        • 10:30 AM
        • Microsoft Teams
        Register

        ALGIM are running an online local authority archives management course, delivered by Kerri Siatiras.


        This course will complement the material provided in the ALGIM IM Toolkit Module B6 Local Authority Archives Management Guidelines.


        This involves seven modules or sessions of 90 minutes each, with a workbook sent out to participants before each session.


        About our presenter Kerri Siatiras, Siatiras Consulting 

        Kerri is an independent information and records management consultant with extensive experience as both a practitioner and consultant. Kerri was an owner and consultant with the successful independent consulting firm SWIM Ltd for 15 years during which time she helped develop the IM Toolkit with ALGIM. Kerri has continued her ongoing close association with ALGIM and the local authority sector through training and consulting services.


        Online sessions – all run from 9:00am - 10:30am

        • Session 1 – 19th May 2025
        • Session 2 – 21st May 2025
        • Session 3 – 23rd May 2025
        • Session 4 – 26th May 2025
        • Session 5 – 28th May 2025
        • Session 6 – 30th May 2025
        • Session 7 – 3rd June 2025


        Course Topics

        • Defining local authority archives
        • Core archival concepts and terminology
        • Appraisal and sentencing (including protected records and applying disposal schedules)
        • Accessioning
        • Archives management policy
        • Arrangements and description
        • Preservation and handling
        • Storage conditions
        • Conservation
        • Digitisation
        • Digital archives
        • Restriction on access
        • Reference services and researchers
        • Working with volunteers
        • Developing an archives management programme


        What you need to know

        • Please note: there is no training on Monday 2nd June 2025 (King's Birthday)
        • We will use Microsoft Teams as the 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.
        • Sessions are limited to 4 - 8 participants
        • You will receive an email with a link to each session.
        • We recommend you log in ten minutes before the training session starts to ensure that you can hear and see everything.


        For any questions, please contact service@algim.org.nz

        • 19 May 2025
        • 11:00 AM
        • 3 Jun 2025
        • 12:30 PM
        • Microsoft Teams
        • 4
        Register

        This introductory level course is designed for those who are new to information and records management, new to 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 information management contributes to, and supports the 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 given between modules to support learning.


          About our presenter Kerri Siatiras, Siatiras Consulting

          Kerri is an independent information and records management consultant with extensive experience as both a practitioner and consultant. Kerri was an owner and consultant with the successful independent consulting firm SWIM Ltd for 15 years during which time she helped develop the IM Toolkit with ALGIM. Kerri has continued her ongoing close association with ALGIM and the local authority sector through training and consulting services.


          Online sessions – all run from 11:00am - 12:30pm

          • Session 1 (19th May 2025): course overview, defining IM and record-keeping
          • Session 2 (21st May 2025): legislation and standards
          • Session 3 (23rd May 2025): storage and handling, disaster recover and business continuity planning
          • Session 4 (26th May 2025): creation and control using classification structures, physical file management
          • Session 5 (28th May 2025): metadata, email management, databases
          • Session 6 (30th May 2025): shared network drives, electronic document management systems, digitisation
          • Session 7 (3rd June 2025): managing non-current information, disposal of information, local authority archives.


          What you need to know

          • Please note: there will be no training on Monday 3rd June 2025 (King's Birthday)
          • We will use Microsoft Teams as the 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.
          • Sessions are limited to 4 - 8 participants
          • You will receive an email with a link to each session.
          • We recommend you log in ten minutes before the training session starts to ensure that you can hear and see everything.

          For any questions, please contact service@algim.org.nz

          • 3 Jun 2025
          • 9:30 AM
          • 4 Jun 2025
          • 1:00 PM
          • Microsoft Teams
          Register

          SharePoint is the technology the powers all file storage in Microsoft 365 including OneDrive, SharePoint and Teams. As an administrator or manager it is important to understand the structure and features of SharePoint Online to enable your organisation to maximise the benefit of files in the Microsoft 365 Cloud.

          This course has been designed to give you a thorough understanding of the basic SharePoint building blocks plus experience and understanding of creating a SharePoint Architecture.

          About our presenter Andrea McIntosh, Leadership Through Data

          Andrea has worked in information and technology management for over two decades. As an experienced Information Manager, mainly in the public records space, she brings extensive experience in strategy, information and data architecture, and project delivery. As a skilled trainer and business coach, she shares her passion for information and records management and empowers others around her.  Increasing stakeholder engagement and bringing people along on the journey, while delivering pragmatic solutions with sustainable information management at the heart of them is always the aim. Andrea is also actively involved in the development of IM standards and delivery of support to the sector in this space.


          Course outline:

          Admin Centres 

          • Introduction to the M365 Admin Centre
          • Admin Centre Exercises  

          Document Libraries 

          • Columns and Termstore
          • Advanced View Syntax and Alerts
          • Advanced Settings
          • Document Sets
          • Document Library Exercises  

          Content Types & Templates 

          • Overview
          • Content Type & Template Exercises        

          Lists 

          • List Creation and Editing Methods
          • Using a List in Excel
          • Legacy Apps
          • Other Legacy Functionality
          • List Exercises 

          Advanced Permissions 

          • Breaking Permissions & Sharing Settings
          • Creating New Groups
          • Creating New Levels
          • External Users
          • Exercises  

          Pages, Templates & Dynamic Web Parts 

          • Overview
          • Page Exercises  

          Workflows & Automation 

          • Overview: Power Automate
          • Overview: Approval Centre
          • Exercises using built-in Workflows
          • PowerApps Exercises 


          What you need to know

          • CPD Points: 6
          • Course level: Intermediate
          • Platform: Microsoft Teams will be used for this training session. You will receive a Teams Meeting link prior to the training date. 
          • Sessions are limited to 6 - 10 participants
          • We recommend you log in ten minutes before the training session starts to ensure there are no tech issues.
          • 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.


          For any questions, please contact service@algim.org.nz

            • 5 Jun 2025
            • 9:30 AM - 1:00 PM
            • Microsoft Teams
            Register

            This instructor led course will teach you how-to use Microsoft Purview eDiscovery tools in detail.

            Learn how to carry out investigations across Microsoft 365 data for Information Requests, DSARS, FOI requests and other purposes.

            Microsoft 365 includes 4 different search tools:

            • Content Search 
            • eDiscovery (Standard) 
            • eDiscovery (premium) 
            • User Data Search 

            All of which can be used to find information stored across SharePoint, Teams, Exchange and Viva Engage.

            This short course will teach you how to use all four of these tools with special focus on the use of eDiscovery (Premium) to support your investigation requirements.

            eDiscovery (Premium) provides an end-to-end workflow to preserve, collect, analyse, review, and export content in response to your organisation’s internal and external investigations. It also includes features to manage the entire legal hold notification workflow, to communicate with custodians involved in a case.

            By collecting data from the source with the eDiscovery tools, you can search the live Microsoft 365 platform to quickly find what you need. Intelligent, machine learning capabilities such as deep indexing, email threading, and near duplicate detection also help you reduce large volumes of data to a relevant data set.

            This short course covers the entire process end-to-end including: 

            • Search setup 
            • Results refinement 
            • Content hold 
            • Export and communication.


            About our presenter Andrea McIntosh, Leadership Through Data

            Andrea has worked in information and technology management for over two decades. As an experienced Information Manager, mainly in the public records space, she brings extensive experience in strategy, information and data architecture, and project delivery. As a skilled trainer and business coach, she shares her passion for information and records management and empowers others around her.  Increasing stakeholder engagement and bringing people along on the journey, while delivering pragmatic solutions with sustainable information management at the heart of them is always the aim. Andrea is also actively involved in the development of IM standards and delivery of support to the sector in this space.


            Course outline:

            • Tell the differences between Content Search, eDiscovery (Standard), User Data Search & eDiscovery (Premium) 
            • Carry out searches using all 4 tools 
            • Refine results using eDiscovery (Premium) search tools 
            • Refine results using deduplication controls and other eDiscovery case settings 
            • Control access to an eDiscovery (Premium) Case 
            • Manage Legal Hold using eDiscovery (Premium) 
            • Send hold notifications using eDiscovery (Premium) 
            • Export and mange case reports 
            • Export and manage case results



            What you need to know

            • CPD Points: 3
            • Course level: Foundation
            • Platform: Microsoft Teams will be used for this training session. You will receive a Teams Meeting link prior to the training date. 
            • Sessions are limited to 6 - 10 participants
            • We recommend you log in ten minutes before the training session starts to ensure there are no tech issues.
            • 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.


            For any questions, please contact service@algim.org.nz

            • 6 Jun 2025
            • 9:00 AM
            • 13 Jun 2025
            • 10:30 AM
            • Microsoft Teams
            Register

            The course is designed for those that have a reasonable level of experience in the information management world. We explore the creation and implementation a taxonomy/classification structures for your document based information and records environments. It is specifically designed for the local authority sector with reference to the ALGIM classification structure/taxonomy, as well as development of your own taxonomy. We also explore the hardest part of the process – its implementation!


            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.

             

            About our presenter Kerri Siatiras, Siatiras Consulting


            Kerri is an independent information and records management consultant with extensive experience as both a practitioner and consultant. Kerri was an owner and consultant with the successful independent consulting firm SWIM Ltd for 15 years during which time she helped develop the IM Toolkit with ALGIM. Kerri has continued her ongoing close association with ALGIM and the local authority sector through training and consulting services.


            Online sessions – all run from 9:00am - 10:30am

            • Session 1 – 6th June 2025 - course overview, understanding broader context, exploring why we use taxonomy/classification structures
            • Session 2 – 9th June 2025 - using taxonomy to support legal requirements, using folders versus metadata tagging, utilising the ALGIM classification structure
            • Session 3 – 11th June 2025 - taxonomy development process
            • Session 4 – 13th June 2025 - taxonomy implementation and ongoing maintenance, course wrap up


            What you need to know

            • We will use Microsoft Teams as the 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.
            • Sessions are limited to 4 - 8 participants
            • You will receive an email with a link to each session.
            • We recommend you log in ten minutes before the training session starts to ensure that you can hear and see everything.

            For any questions, please contact service@algim.org.nz

            • 6 Jun 2025
            • 11:00 AM
            • 13 Jun 2025
            • 12:30 PM
            • Microsoft Teams
            Register

            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.

              

            About our presenter Kerri Siatiras, Siatiras Consulting

            Kerri is an independent information and records management consultant with extensive experience as both a practitioner and consultant. Kerri was an owner and consultant with the successful independent consulting firm SWIM Ltd for 15 years during which time she helped develop the IM Toolkit with ALGIM. Kerri has continued her ongoing close association with ALGIM and the local authority sector through training and consulting services.


            Online sessions – all run from 11:00am – 12:30pm

            • Session 1 (6th June 2025) - Course overview, understanding disposal, introducing disposal schedules, the difference between appraisal and sentencing
            • Session 2 (9th June 2025) - Legal requirements for disposal, understanding protected records, how the ALGIM disposal schedule fits in
            • Session 3 (11th June 2025) - Utilising the AGLIM disposal schedule
            • Session 4 (13th June 2025) - Understanding implementation, processes for implementing a disposal schedule over hard copy records, and digital records, course wrap up


            What you need to know

            • Visit the IM Toolkit to download a copy of the ALGIM BP06 Disposal Schedule – this is a requirement for this course: ALGIM Inc - IM Toolkit
            • We will use Microsoft Teams as the 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.
            • Sessions are limited to 4 - 8 participants
            • You will receive an email with a link to each session.
            • We recommend you log in ten minutes before the training session starts to ensure that you can hear and see everything.


            For any questions, please contact service@algim.org.nz

            • 9 Jun 2025
            • 1:30 PM
            • 12 Jun 2025
            • 5:00 PM
            • Microsoft Teams
            Register

            If you’re responsible for the management of information in Microsoft 365, or the design and adoption of Microsoft 365 for information management, this course is for you.

            This course has been designed by Records Managers for Records Managers and is built around standards. It covers Microsoft Purview.

            Learn how to design, configure and implement Microsoft 365 to get the most of its features and gain an understanding of coverage for existing standards.

            This course will explore the information management features of Microsoft 365, including licensing requirements and information architecture requirements to support information governance.

            About our presenter Kunal Kankariya, Leadership Through Data

            Kunal joined LTD in 2020 and is the creator of our Microsoft 365 Information Privacy & Protection Training – All You Need to Know. Kunal Kankariya, is a Microsoft 365 Solution Architect and a Microsoft Certified Trainer offering 11+ years’ experience in comprehensive architecture and adoption of Microsoft 365 Solutions. An attentive collaborator and communicator from project conception to completion. I am creative in devising solutions to improve business operations and meet clients’ technical needs maximizing the Microsoft product capabilities and minimizing customisations. I am a seasoned team leader possessing the technical and interpersonal skills to provide exceptional project guidance to delivery and business adoption. I am a Microsoft certified expert and a prolific speaker at various events on evolving Microsoft technologies.


            Course outline:

            Module 1

            • Records Management and M365
            • Microsoft 365 Environment
            • Modern Collaboration Architecture
            • Considerations in a cloud world
            • Data Governance within M365
            • Microsoft 365 Information Architecture
            • Relationship between Teams & SharePoint
            • Metadata and Content types
            • Making the most of metadata

            Module 2

            • Microsoft Purview
            • Records Management Overview
            • Records Management Features
            • Retention Policies
            • Retention Labels
            • Static and Adaptive scopes
            • File Plans
            • Retention triggers including event triggers
            • Labels declaring records

            Module 3

            • Auto-application of retention labels
            • Retention labels vs Retention Policies
            • Principles of retention
            • Disposition options
            • Best practice for retention labels and policies
            • Licensing requirements for RM
            • M365 records management limitations

            Module 4

            • eDiscovery
            • Data Loss Prevention (DLP)
            • Dashboards, audit log and reporting
            • Which license do we need
            • Planning for change
            • Working together with IT
            • M365 Assessment against key RM standards



            What you need to know

            • CPD Points: 12
            • Course level: Intermediate
            • Platform: Microsoft Teams will be used for this training session. You will receive a Teams Meeting link prior to the training date. 
            • PrerequisitesThis is an advanced Microsoft 365 course and assumes you are already:  
              • Familiar with using Microsoft 365 for file storage including SharePoint (if not, please see our Microsoft 365 SharePoint Super User Training Course) 
              • Familiar with editing document metadata (properties) in SharePoint (if not, please see our Microsoft 365 SharePoint Super User Training Course) 
              • Familiar with information life cycles and records management in general terms (if not, please see our Records Management Training Course)
            • Sessions are limited to 6 - 10 participants
            • We recommend you log in ten minutes before the training session starts to ensure there are no tech issues.
            • 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.


            For any questions, please contact service@algim.org.nz

            • 16 Jun 2025
            • 9:00 AM
            • 30 Jun 2025
            • 10:30 AM
            • Microsoft Teams
            • 8
            Register

            This introductory level course is designed for those who are new to information and records management, new to 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 information management contributes to, and supports the 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 given between modules to support learning.


              About our presenter Kerri Siatiras, Siatiras Consulting

              Kerri is an independent information and records management consultant with extensive experience as both a practitioner and consultant. Kerri was an owner and consultant with the successful independent consulting firm SWIM Ltd for 15 years during which time she helped develop the IM Toolkit with ALGIM. Kerri has continued her ongoing close association with ALGIM and the local authority sector through training and consulting services.


              Online sessions – all run from 11:00am - 12:30pm

              • Session 1 (16th June 2025): course overview, defining IM and record-keeping
              • Session 2 (18th June 2025): legislation and standards
              • Session 3 (19th June 2025): storage and handling, disaster recover and business continuity planning (please note: this session will run at 12:30pm)
              • Session 4 (23rd June 2025): creation and control using classification structures, physical file management
              • Session 5 (25th June 2025): metadata, email management, databases
              • Session 6 (27th June 2025): shared network drives, electronic document management systems, digitisation
              • Session 7 (30th June 2025): managing non-current information, disposal of information, local authority archives.


              What you need to know

              • We will use Microsoft Teams as the 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.
              • Sessions are limited to 4 - 8 participants
              • You will receive an email with a link to each session.
              • We recommend you log in ten minutes before the training session starts to ensure that you can hear and see everything.

              For any questions, please contact service@algim.org.nz

              • 16 Jun 2025
              • 11:00 AM
              • 30 Jun 2025
              • 12:30 PM
              • Microsoft Teams
              • 7
              Register

              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.

              The course covers the following:

              • Session 1 (16th June 2025) - course overview, defining IM and record-keeping
              • Session 2 (18th June 2025) - legislation and standards
              • Session 3 (19th June 2025) - storage and handling, disaster recovery and business continuity planning (please note: this session will run at 2:30pm)
              • Session 4 (23rd June 2025) - creation and control using classification structures, physical file management
              • Session 5 (25th June 2025) - metadata, email management, databases
              • Session 6 (27th June 2025) - shared network drives, electronic document management systems, digitalisation
              • Session 7 (30th June 2025) - managing non-current information, disposal of information, archives 


              What you need to know:

              • We will use Microsoft Teams as the 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.
              • Sessions are limited to 4 - 8 participants
              • You will receive an email with a link to each session.
              • We recommend you log in ten minutes before the training session starts to ensure that you can hear and see everything.


              If you have any issues, please contact service@algim.org.nz

              • 23 Jun 2025
              • 1:30 PM
              • 26 Jun 2025
              • 5:00 PM
              • Microsoft Teams
              Register

              On this training course you will explore all the content within the suite of Microsoft 365 products. It will take a deep look at the Information Protection tool and Data Loss Prevention tool, showcase their capabilities and teach you how to deploy them.

              • This course will help if you are currently deploying IP or DLP tools or rethinking previous deployment given the changes in the capabilities available.
              • This course is suitable for anyone planning, managing or deploying IP and DLP tools.
              • This includes information governance, IT, Project Management, InfoSec and Privacy specialists.


              About our presenter Kunal Kankariya, Leadership Through Data

              Kunal joined LTD in 2020 and is the creator of our Microsoft 365 Information Privacy & Protection Training – All You Need to Know. Kunal Kankariya, is a Microsoft 365 Solution Architect and a Microsoft Certified Trainer offering 11+ years’ experience in comprehensive architecture and adoption of Microsoft 365 Solutions. An attentive collaborator and communicator from project conception to completion. I am creative in devising solutions to improve business operations and meet clients’ technical needs maximizing the Microsoft product capabilities and minimizing customisations. I am a seasoned team leader possessing the technical and interpersonal skills to provide exceptional project guidance to delivery and business adoption. I am a Microsoft certified expert and a prolific speaker at various events on evolving Microsoft technologies.



              Course outline:

              • An introduction to information privacy and protection in M365
              • Understanding Sensitive Information Types
              • Understanding sharing capabilities with external users and underlying protection tools
              • Managing information protection through sensitivity labels
              • Introduction to Data Loss Prevention policies
              • Managing information risks through Data Loss Prevention
              • Customer lockbox implementation
              • Manage and Protect cloud applications



              What you need to know

              • CPD Points: 12
              • Course level: Intermediate
              • Platform: Microsoft Teams will be used for this training session. You will receive a Teams Meeting link prior to the training date. 
              • Sessions are limited to 5 - 10 participants
              • We recommend you log in ten minutes before the training session starts to ensure there are no tech issues.
              • 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.


              For any questions, please contact service@algim.org.nz

              • 7 Jul 2025
              • 1:30 PM
              • 10 Jul 2025
              • 5:00 PM
              • Microsoft Teams
              Register

              This Microsoft 365 Audit & Investigation training course will guide you through the Microsoft 365 environment tools that you will need to run an internal audit and investigation within your organisation.

              This course will give you the confidence to identify what information is being shared in your organisation and how to search for information inside your Microsoft 365 tenant.

              You will learn how to use the Investigation Analytics, Configuring Polices, Alerts and Triage experiences, Remediation and Litigation procedure.

              This course is for members of an Audit Team or anyone associated with a type of role that provides an audit function for internal investigations at all levels.


              About our presenter Andrea McIntosh, Leadership Through Data

              Andrea has worked in information and technology management for over two decades. As an experienced Information Manager, mainly in the public records space, she brings extensive experience in strategy, information and data architecture, and project delivery. As a skilled trainer and business coach, she shares her passion for information and records management and empowers others around her.  Increasing stakeholder engagement and bringing people along on the journey, while delivering pragmatic solutions with sustainable information management at the heart of them is always the aim. Andrea is also actively involved in the development of IM standards and delivery of support to the sector in this space.


              Course outline:

              Section 1 – Investigation Analytics: You will see how to use the scan function to quickly get an understanding of the insider risks an organization is exposed to, show suggested policies, and, see how to customize built-in policies as part of setup and deployment.

              Section 2: Configuring Policies: You will use the Microsoft 365 compliance centre to create an insider risk policy for the data theft by departing employee use case. We will create policies to trigger events on specific risk activities we want to detect and investigate.

              Section 3 – Alerts and Triage Experience: We will look at the steps involved to triage alerts, investigate to determine the actual event or issue, and drill down to determine validity by creating a case and preparing for remediation.

              Section 4 – Remediation: We will look at available escalation paths such as inviting others, sending a notice, and escalating to Advanced eDiscovery. We will also take a quick look at Power Automate, Teams integration, and SIEM integration and see how easy it is to package up relevant details and send to others for review.

              Section 5 – Litigation Procedure: We will look at connecting an investigation to litigation proceedings through an Advanced eDiscovery experience. We will take a look at how information collected through events will be packaged for investigations and packaging for submitting evidence for litigation events. E.g. Court proceedings.

              What you need to know

              • CPD Points: 12
              • Course level: Intermediate
              • Platform: Microsoft Teams will be used for this training session. You will receive a Teams Meeting link prior to the training date. 
              • Sessions are limited to 6 - 10 participants
              • We recommend you log in ten minutes before the training session starts to ensure there are no tech issues.
              • 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.

              For any questions, please contact service@algim.org.nz

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