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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

    • 2 Oct 2023
    • 1:00 PM - 2:00 PM
    Register

    Many business owners are great at what they do but less so at promoting how great they are to clients and prospects – this stems from the Kiwi way of not blowing your own trumpet!

    This training will provide some understanding on how buyers think and, in return, understanding how to increase your odds of success when presenting to clients and/or making a pitch.

    Have you been unsuccessful with proposals to clients when you know you should have been successful? This training will:

    • Provide simple techniques and checklists to increase your odds of success, lower the time spent chasing business, lower the cost of sales, and increase profitability
    • Give you more time to work on your business by reducing the time writing tenders.


    Who should attend the webinar:

    • Business owners (small & large)
    • Sales people
    • Line managers
    • Relationship managers
    • Project managers
    • Contract managers.


    The webinar topics will include:

    • agile and scrum (project management technique)
    • understanding the buyer – the psychology of the buyer
    • 4 guiding principles
    • ideal client
    • pathway to the client
    • how to plan for the presentation
    • what media
    • rehearsals
    • presentation checklist
    • key things to remember
    • the $3million question to ask at a presentation.


      The materials and templates we provide are:

      • copy of slides
      • checklist before they bid
      • response checklist
      • project plan template
      • project tracking tool
      • presentation checklist


      We are happy to share the resources that we have created and you can openly utilise them with anyone you like.


      What you need to know

      • We use GoToMeeting as the online platform.
      • You will need a quiet space so there are no distractions for the participants.
      • You will receive an email with a link to the session.


      We recommend you log in ten minutes before the training session starts (10:50am) to ensure that you can hear and see everything. If you have any issues, please contact admin@algim.org.nz

      • 9 Oct 2023
      • 9:00 AM
      • 25 Oct 2023
      • 10:30 AM
      • 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.

        The course covers the following:


        • Session 1 (9 Oct 2023): course overview, defining IM and record-keeping

        • Session 2 (11 Oct 2023): legislation and standards

        • Session 3 (13 Oct 2023): storage and handling, disaster recover and business continuity planning

        • Session 4 (16 Oct 2023): creation and control using classification structures, physical file management

        • Session 5 (18 Oct 2023): metadata, email management, databases

        • Session 6 (20 Oct 2023): shared network drives, electronic document management systems, digitisation

        • Session 7 (25 Oct 2023): managing non-current information, disposal of information, local authority archives.


        What you need to know

        • You will need a microphone and a webcam.
        • We will use GoTo Meeting as the platform.
        • You will receive an email with a link to each session.
        • Sessions run from 9.00am to 10.30am.
        • You will need a quiet space so there are no distractions for the other participants.
        • The maximum number of attendees is eight.


        We recommend you log in ten minutes before the training session starts (8.50am) to ensure that you can hear and see everything. If you have any issues, please contact admin@algim.org.nz

        • 9 Oct 2023
        • 11:00 AM
        • 25 Oct 2023
        • 12:30 PM
        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.

        The course covers the following:

        • 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.

        Each session will be from 11.00am to 12.30am (Monday, Wednesday and Friday each week)

        Note: There is a maximum of eight participants.

        • We will use GoTo Meeting as the platform.

        • You will need a microphone and a webcam.
        • You will receive an email with a link to each session


        We recommend you log in ten minutes before the training session starts (10:50am) to ensure that you can hear and see everything. If you have any issues, please contact admin@algim.org.nz

        • 27 Oct 2023
        • 9:00 AM
        • 6 Nov 2023
        • 10:30 AM
        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.


        Online sessions - all run from 9.00am - 10.30am

        • Session 1 (27 October 2023) - Course overview, understanding disposal, introducing disposal schedules, the difference between appraisal and sentencing
        • Session 2 (30 October 2023) - Legal requirements for disposal, understanding protected records, how the ALGIM disposal schedule fits in

        • Session 3 (3rd November 2023) - Utilising the AGLIM disposal schedule
           
        • Session 4 (6 November 2023) - Understanding implementation, processes for implementing a disposal schedule over hard copy records, and digital records, course wrap up


        What you need to know
        We will use GoTo Meeting as the platform.
        Each participant will need a microphone and a webcam.
        The maximum number of attendees will be eight
        .

        Each participant will receive an email with a link to each session



        About the 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.

        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 admin@algim.org.nz

        • 27 Oct 2023
        • 11:00 AM
        • 6 Nov 2023
        • 12:30 PM
        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.


        Online sessions - all run from 11.00am - 12.30pm

        • Session 1 (27 October 2023

        • Session 2 (30 October 2023)

        • Session 3 (3rd November 2023

        • Session 4 (6 November 2023) 

        Course topics:

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


        What you need to know

        We will use GoTo Meeting as the platform.

        Each participant will need a microphone and a webcam.
        The maximum number of attendees will be eight.

        Each participant will receive an email with a link to each session



        About the 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.

        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 admin@algim.org.nz

        • 20 Nov 2023
        • 9:00 AM
        • 4 Dec 2023
        • 10:30 AM
        • 6
        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.

        Course topics

        The course covers the following:

        • Session 1 (20 Nov 2023) - course overview, defining IM and record-keeping
        • Session 2 (22 Nov 2023) - legislation and standards
        • Session 3 (24 Nov 2023) - storage and handling, disaster recovery and business continuity planning
        • Session 4 (27 Nov 2023) - creation and control using classification structures, physical file management
        • Session 5 (29 Nov 2023) - metadata, email management, databases
        • Session 6 (1 Dec 2023) - shared network drives, electronic document management systems, digitalisation
        • Session 7 (4 Dec 2023) - managing non-current information, disposal of information, archives 


        What you need to know

        • Sessions run from 9.00am to 10.30am.
        • 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

        We recommend you log in ten minutes before the training session starts (8:50am) to ensure that you can hear and see everything. If you have any issues, please contact admin@algim.org.nz

        • 8 Dec 2023
        • 9:00 AM
        • 15 Dec 2023
        • 10:30 AM
        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.


        Online sessions - all run from 9.00am - 10.30am
        (8, 11, 13 and 15 December 2023)


        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 GoTo Meeting as the platform.
        Each participant will need a microphone and a webcam.
        The maximum number of attendees will be eight
        .

        Each participant will receive an email with a link to each session



        About the 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.

        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 admin@algim.org.nz

        • 8 Dec 2023
        • 11:00 AM
        • 15 Dec 2023
        • 12:30 PM
        Join waitlist

        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.


        Online sessions - all run from 11.00am - 12.30pm
        Session 1 (8 Dec 2023) - Introduction to information assets

        Session 2 (11 Dec 2023) - Developing an information asset register

        Session 3 (13 Dec 2023) - Managing our information assets

        Session 4 (15 Dec 2023) - Using an information asset register to support business activities


        What you need to know
        We will use GoTo Meeting as the platform.
        Each participant will need a microphone and a webcam.
        The maximum number of attendees will be eight
        .

        Each participant will receive an email with a link to each session


        About the 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.

        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 admin@algim.org.nz

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