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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

    • 15 Jul 2024
    • 9:00 AM
    • 29 Jul 2024
    • 10:30 AM
    • 2
    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 9:00am – 10:30am

      • Session 1 (15th July 2024): course overview, defining IM and record-keeping
      • Session 2 (17th July 2024): legislation and standards
      • Session 3 (19th July 2024): storage and handling, disaster recover and business continuity planning
      • Session 4 (22nd July 2024): creation and control using classification structures, physical file management
      • Session 5 (24th July 2024): metadata, email management, databases
      • Session 6 (26th July 2024): shared network drives, electronic document management systems, digitisation
      • Session 7 (29th July 2024): managing non-current information, disposal of information, local authority archives.


      What you need to know

      • We will use Microsoft Teams 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 2-3 days prior to the training date.
      • 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

      • 15 Jul 2024
      • 11:00 AM
      • 29 Jul 2024
      • 12:30 PM

      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 11:00am – 12:30pm

      • Session 1 – 15th July 2024
      • Session 2 – 17th July 2024
      • Session 3 – 19th July 2024
      • Session 4 – 22nd July 2024
      • Session 5 – 24th July 2024
      • Session 6 – 26th July 2024
      • Session 7 – 29th July 2024


      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

      • We will use Microsoft Teams 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 2-3 days prior to the training date.
      • 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 Jul 2024
      • 9:00 AM - 11:00 AM (AEST)
      • Microsoft Teams
      Register

      The perfect productivity skills boosters for users of Microsoft Word. 

      Essential for users who never attended any training in Microsoft Word, users who skipped a level one session or anyone wanting to do things faster, more efficiently and with less headaches - regardless of what level they are at or how many years they have been using these products. Every user will boost their skills. Pick up what was missed along the way and work better in your day.

      This online session will cover:

      • Discover on screen tools you've missed
      • Ribbon and Quick Access Toolbar Tips
      • How to create a new line vs a new paragraph - correctly!
      • The crucial difference between Lines & Paragraphs
      • The important difference between Grammatical Paragraphs and Word Paragraphs 
      • How lines vs paragraph impact formatting
      • Navigation and Selection Tips
      • Bullets and Numbering
      • Multi-Level Numbering
      • Introduction to Styles
      • Why you want to use the Navigation Pane
      • Quickly create a Table of Contents
      • Introduction to Templates

      What you need to know:

      • Microsoft Teams will be used for this training session. You will receive a Teams Meeting link prior to the training date. 
      • We recommend you log in ten minutes before the training session starts to ensure there are no tech issues.
      • Please note the times are in Australian Eastern Standard Time (AEST) which is two hours behind New Zealand Standard Time (NZST).

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

      • 16 Jul 2024
      • 11:30 AM - 1:30 PM (AEST)
      • Microsoft Teams
      Register

      Whether you're new to PowerPoint or looking to refine your abilities, this two-hour session will provide you with the essential skills and practical tips needed to create effective, polished presentations. 


      From mastering the basics to exploring intermediate techniques and advanced features, this course offers a well-rounded approach to help you confidently design and deliver your slides. Join us to improve your PowerPoint proficiency your presentation skills with our PowerPoint Skills Booster course.


      This is also the ideal session if you need to quickly get to grips with PowerPoint. 


      Course Outline:

      Introduction

      1. Welcome and Objectives
      2. Introduction to PowerPoint Interface


      Basic Skills

      1. Creating and Organising Slides
      2. Text and Content Insertion
      3. Running a Show


      Design and Layout

      1. Slide Layout and Design Principles
      2. Slide Masters Basics
      3. SmartArt and Charts


      Intermediate Techniques

      1. Intro to Transitions and Animations
      2. Multimedia and Interactivity Basics


      Advanced Tips and Tricks

      1. Customising Presentations
      2. Creating Custom Shows
      3. Collaboration and Sharing your Presentation 
      4. Presenting better with Speaker Coach


      What you need to know:

          • Microsoft Teams will be used for this training session. You will receive a Teams Meeting link prior to the training date. 
          • Duration: Approx. 2 hours 
          • Please note the times are in Australian Eastern Standard Time (AEST) which is two hours behind New Zealand Standard Time (NZST).

          We recommend you log in ten minutes before the training session starts to ensure there are no tech issues. For any questions, please contact service@algim.org.nz

          • 16 Jul 2024
          • 2:00 PM - 4:00 PM (AEST)
          • Microsoft Teams
          Register

          Grasp the critical rules and useful tools required to manage your lists and Excel. Then learn to transfer your data collection into data analysis by converting your lists into PivotTables and PivotCharts.

          Course Outline:

          Lists 

          • What is a List?
          • Lists Creation Rules
          • Sort Data in Lists
          • Filter Data in Lists
          • Add Subtotals to Data in Lists
          • Add Data Validation Criteria
          • Apply Conditional Formatting
          • Why and when to use the Format Table feature
          • How and when to unFormat as Table

          PivotTables
          • What is a PivotTable and when to use them
          • Create a PivotTable
          • Filter a PivotTable
          • Modify a PivotTable
          • Refresh a PivotTable
          • Change a PivotTable’s Data Source
          • PivotTable Format Options
          • Insert and Format PivotTable Slicers
          • Link Slicers to Multiple PivotTables
          • Create a PivotChart


          What you need to know:

          • Microsoft Teams will be used for this training session. You will receive a Teams Meeting link prior to the training date. 
          • We recommend you log in ten minutes before the training session starts to ensure there are no tech issues.
          • Please note the times are in Australian Eastern Standard Time (AEST) which is two hours behind New Zealand Standard Time (NZST).

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

          • 23 Jul 2024
          • 9:00 AM - 11:00 AM (AEST)
          • Microsoft Teams
          Register

          This session gives a good well rounded overview of how to create and hold one–on–one or group meetings in private Chats or Team Channels that include video, audio, chat messages, screen sharing, video backgrounds, meeting notes and recording, whiteboards and more in Microsoft Teams.

          This session is part of the Microsoft Teams 100 series, which includes a comprehensive one-day Microsoft Teams 100: Essentials training session and multiple two-hour feature-specific sessions to accommodate specific needs and time constraints. For a thorough Teams understanding, consider combining this session with other two-hour sessions in the series or opting for the Microsoft Teams 100: Essentials training, complemented by any two-hour session for more in-depth knowledge on specific topics as required.

          Prerequisite

          Attendees must already be familiar with working in Microsoft Windows or macOS.
          We recommend that attendees should also have attended or viewed either our Microsoft Teams 100: Essentials or Microsoft Teams 101: Fundamentals sessions to get the most out of this sessions.
          Experience with other Microsoft Office application like Word, Excel or PowerPoint is also an advantage.
          For our live online sessions, attendees must be able to join the session via the video conferencing solution being used for the sessions.  We prefer Microsoft Teams, but chat to us to be able to use your preferred solution instead.

          This online session will cover:

          • Invite team members
          • Invite external guests
          • Meet Now
          • Invite people before or during meetings
          • Schedule future Meetings
          • Meet in a channel
          • Meet in a Private Chat
          •  Set Meeting Options
          • Join a meeting
          • See meeting Participants
          • Dial others into a Meeting
          • Have a Meeting call you on your phone if you have audio issues on your computer
          • Get and send a Meeting invite links
          • Share your screen
          • Share your desktop
          • Give, request and revoke access to a shared screen
          • Stop sharing a screen
          •  Share a specific application window
          • Share and present a PowerPoint file
          • Stop participants jumping ahead during a PowerPoint presentation
          • Share and collaborate on a Whiteboard
          • Save and access the Whiteboard
          • Chat in a Meeting
          • See the chat after the Meeting
          • Raise your hand in a Meeting
          • Control your audio
          • Mute and unmute your mic or audio
          • Check and change audio settings
          • Mute everyone’s mic or audio
          • Show or hide your video feed
          • Check and change video settings
          • Turn off everyone’s video
          • Pin and unpin participants video to the meeting space
          • Fit the participants video to the frame
          • Swap from your computer to your phone and back again
          • Additional meeting control

          What you need to know:

          • Microsoft Teams will be used for this training session. You will receive a Teams Meeting link prior to the training date. 
          • We recommend you log in ten minutes before the training session starts to ensure there are no tech issues.
          • Please note the times are in Australian Eastern Standard Time (AEST) which is two hours behind New Zealand Standard Time (NZST).

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

              • 23 Jul 2024
              • 11:30 AM - 1:30 PM (AEST)
              • Microsoft Teans
              Register

              The perfect productivity skills boosters for users of Microsoft Word. 

              Essential for users who never attended any training in Microsoft Word, users who skipped a level one session or anyone wanting to do things faster, more efficiently and with less headaches - regardless of what level they are at or how many years they have been using these products. Every user will boost their skills. Pick up what was missed along the way and work better in your day.

              This online session will cover:

              • Discover on screen tools you've missed
              • Ribbon and quick access toolbar tips
              • How to create a new line vs a new paragraph - correctly
              • The crucial difference between lines and paragraphs
              • The important difference between grammatical paragraphs and Word aragraphs 
              • How lines vs paragraph impact formatting
              • Navigation and selection tips
              • Bullets and numbering
              • Multi-level numbering
              • Introduction to styles
              • Why you want to use the navigation pane
              • Quickly create a table of contents
              • Introduction to templates

              What you need to know:

              • Microsoft Teams will be used for this training session. You will receive a Teams Meeting link prior to the training date. 
              • We recommend you log in ten minutes before the training session starts to ensure there are no tech issues.
              • Please note the times are in Australian Eastern Standard Time (AEST) which is two hours behind New Zealand Standard Time (NZST).

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

              • 23 Jul 2024
              • 2:00 PM - 4:00 PM (AEST)
              • Microsoft Teams
              Register

              Whether you're new to PowerPoint or looking to refine your abilities, this two-hour session will provide you with the essential skills and practical tips needed to create effective, polished presentations. 


              From mastering the basics to exploring intermediate techniques and advanced features, this course offers a well-rounded approach to help you confidently design and deliver your slides. Join us to improve your PowerPoint proficiency your presentation skills with our PowerPoint Skills Booster course.


              This is also the ideal session if you need to quickly get to grips with PowerPoint. 


              Course Outline:

              Introduction

              1. Welcome and objectives
              2. Introduction to PowerPoint interface

              Basic Skills

              1. Creating and organising slides
              2. Text and content insertion
              3. Running a show

              Design and Layout

              1. Slide layout and design principles
              2. Slide masters basics
              3. SmartArt and charts

              Intermediate Techniques

              1. Intro to transitions and animations
              2. Multimedia and interactivity basics

              Advanced Tips and Tricks

              1. Customising presentations
              2. Creating custom shows
              3. Collaboration and sharing your presentation 
              4. Presenting better with speaker coach

              What you need to know:

                  • Microsoft Teams will be used for this training session. You will receive a Teams Meeting link prior to the training date. 
                  • Duration: Approx. two hours 
                  • Please note the times are in Australian Eastern Standard Time (AEST) which is two hours behind New Zealand Standard Time (NZST).

                  We recommend you log in ten minutes before the training session starts to ensure there are no tech issues. For any questions, please contact service@algim.org.nz

                  • 30 Jul 2024
                  • 9:00 AM - 11:00 AM (AEST)
                  • Microsoft Teams
                  Register

                  The essential primer on how to perform calculations in Excel.
                  Learn to perform basic calculation, use constants in your calculations, use functions, understand the basis of errors and track where numbers in your spreadsheet are coming from.

                  This online session will cover

                  • Create basic calculations
                  • Understand the importance of BODMAS
                  • Learn basic function syntax
                  • Write SUM, AVERAGE, MAX, MIN and COUNT formulas
                  • Use AUTOSUM, AUTOAVERAGE, AUTOMAX, AUTOMIN
                  • Discover AUTOSUM Tips
                  • Use AutoFill
                  • Relative vs Absolute references [F4]
                  • Copying and pasting formulas
                  • Copying and pasting values
                  • Understand error types
                  • Introduction to formula auditing
                  • Tips on essential continued learning resources

                  What you need to know:

                  • Microsoft Teams will be used for this training session. You will receive a Teams Meeting link prior to the training date. 
                  • We recommend you log in ten minutes before the training session starts to ensure there are no tech issues.
                  • Please note the times are in Australian Eastern Standard Time (AEST) which is two hours behind New Zealand Standard Time (NZST).

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

                  • 30 Jul 2024
                  • 11:30 AM - 1:30 PM (AEST)
                  • Microsoft Teams
                  Register

                  This session is perfectly designed to help teams understand what Microsoft Teams is and to get them started on their journey learning Microsoft Teams.

                  This session is part of the Microsoft Teams 100 series, which includes a comprehensive one-day Microsoft Teams 100: Essentials training session and multiple two-hour feature-specific sessions to accommodate specific needs and time constraints. For a thorough Teams understanding, consider combining this session with other two-hour sessions in the series or opting for the Microsoft Teams100: Essentials training, complemented by any two-hour session for more in-depth knowledge on specific topics as required.

                  This online session will cover:

                  ·       What is Microsoft Teams?
                  ·       Tour the Teams screen
                  ·       Work with status indicators
                  ·       Searching in Teams
                  ·       / commands
                  ·       Keyboard shortcuts
                  ·       Teams settings
                  ·       Notification settings
                  ·       Using Chat including tips and tools
                  ·       Scheduling meetings from a Chat
                  ·       About loop components
                  ·       Teams mobile app
                  ·      Getting help

                  What you need to know:

                  • Microsoft Teams will be used for this training session. You will receive a Teams Meeting link prior to the training date. 
                  • We recommend you log in ten minutes before the training session starts to ensure there are no tech issues.
                  • Please note the times are in Australian Eastern Standard Time (AEST) which is two hours behind New Zealand Standard Time (NZST).

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

                  • 30 Jul 2024
                  • 2:00 PM - 4:00 PM (AEST)
                  • Microsoft Teams
                  Register

                  The perfect productivity skills boosters for users of Microsoft Word. 

                  Essential for users who never attended any training in Microsoft Word, users who skipped a level one session or anyone wanting to do things faster, more efficiently and with less headaches - regardless of what level they are at or how many years they have been using these products. Every user will boost their skills. Pick up what was missed along the way and work better in your day.

                  This online session will cover:

                  • Discover on screen tools you've missed
                  • Ribbon and quick access toolbar tips
                  • How to create a new line vs a new paragraph - correctly
                  • The crucial difference between lines and paragraphs
                  • The important difference between grammatical paragraphs and Word paragraphs 
                  • How lines vs paragraph impact formatting
                  • Navigation and selection tips
                  • Bullets and numbering
                  • Multi-level numbering
                  • Introduction to styles
                  • Why you want to use the navigation pane
                  • Quickly create a table of contents
                  • Introduction to templates

                  What you need to know:

                  • Microsoft Teams will be used for this training session. You will receive a Teams Meeting link prior to the training date. 
                  • We recommend you log in ten minutes before the training session starts to ensure there are no tech issues.
                  • Please note the times are in Australian Eastern Standard Time (AEST) which is two hours behind New Zealand Standard Time (NZST).

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

                  • 31 Jul 2024
                  • 9:00 AM
                  • 9 Aug 2024
                  • 10:30 AM
                  • 6
                  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 9:00am – 10:30am

                  • Session 1 – 31st July 2024 - Introduction to information assets
                  • Session 2 – 2nd August 2024 - Developing an information asset register
                  • Session 3 – 5th August 2024 - Managing our information assets
                  • Session 4 – 9th August 2024 - Using an information asset register to support business activities


                  What you need to know

                  • We will use Microsoft Teams 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 2-3 days prior to the training date.
                  • 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

                  • 31 Jul 2024
                  • 11:00 AM
                  • 9 Aug 2024
                  • 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.

                   

                  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 – 31st July 2024 - course overview, understanding broader context, exploring why we use taxonomy/classification structures
                  • Session 2 – 2nd July 2024 - using taxonomy to support legal requirements, using folders versus metadata tagging, utilising the ALGIM classification structure
                  • Session 3 – 5th August 2024 - taxonomy development process
                  • Session 4 – 9th August 2024 - taxonomy implementation and ongoing maintenance, course wrap up


                  What you need to know

                  • We will use Microsoft Teams 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 2-3 days prior to the training date.
                  • 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 Aug 2024
                  • 9:00 AM
                  • 26 Aug 2024
                  • 10:30 AM
                  • Microsoft Teams
                  • 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.

                  The course covers the following:

                  • Session 1 (12 August 2024) - course overview, defining IM and record-keeping
                  • Session 2 (14 August 2024) - legislation and standards
                  • Session 3 (16 August 2024) - storage and handling, disaster recovery and business continuity planning
                  • Session 4 (19 August 2024) - creation and control using classification structures, physical file management
                  • Session 5 (21 August 2024) - metadata, email management, databases
                  • Session 6 (23 August 2024) - shared network drives, electronic document management systems, digitalisation
                  • Session 7 (26 August 2024) - managing non-current information, disposal of information, archives 


                  • Sessions run from 9.00am to 10.30am.
                  • We use MS Teams 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 (2-3 days before the training session is due to start)


                  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 service@algim.org.nz

                  • 12 Aug 2024
                  • 11:00 AM
                  • 26 Aug 2024
                  • 12:30 PM
                  • 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 11:00am - 12:30pm

                    • Session 1 - (12th August 2024): course overview, defining IM and record-keeping
                    • Session 2 - (14th August 2024): legislation and standards
                    • Session 3 - (16th August 2024): storage and handling, disaster recover and business continuity planning
                    • Session 4 - (19th August 2024): creation and control using classification structures, physical file management
                    • Session 5 - (21st August 2024): metadata, email management, databases
                    • Session 6 - (23rd August 2024): shared network drives, electronic document management systems, digitisation
                    • Session 7 - (26th August 2024): managing non-current information, disposal of information, local authority archives.


                    What you need to know

                    • We will use Microsoft Teams 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 2-3 days prior to the training date.
                    • 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 Aug 2024
                    • 1:00 PM
                    • 30 Sep 2024
                    • 2:30 PM
                    • Microsoft Teams
                    • 8
                    Register

                    An Information Management (IM) Strategy is an essential tool for local authorities. This course will help you create an IM Strategy for your organisation. 


                    The course outline overview
                    Weeks 1-3 online - Understand the foundations of an IM Strategy.
                    Weeks 2-3 outside of class sessions - plan/prepare for developing a strategy.
                    Week 4 online - exploring current IM challenges, developing skill sets to meet IM challenges, turning strategy into action.
                     
                    Weeks 5-6 outside of class sessions - develop a 90-day action plan and start developing your IM strategy.
                    Week 7 online session - includes realistic goals, measure improvements and next steps.

                    Two follow-up sessions at an agreed date with the trainer.


                    Dates for online sessions - all run from 1.00pm - 2.30pm

                    Monday 19 August 2024

                    Wednesday 21 August 2024

                    Friday 23 August 2024

                    Monday 9 September 2024

                    Wednesday 11 September 2024

                    Friday 13 September 2024

                    Monday 30 September 2024


                    What you need to know

                    • We will use MS Teams 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.


                    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

                    • 9 Sep 2024
                    • 9:00 AM
                    • 16 Sep 2024
                    • 10:30 AM
                    • Microsoft Teams
                    • 6
                    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 September 2024
                    • Session 2 – 11th September 2024
                    • Session 3 – 13th September 2024
                    • Session 4 – 16th September 2024


                    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. 
                    • 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 2-3 days prior to the training date.
                    • 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 Sep 2024
                    • 11:00 AM
                    • 16 Sep 2024
                    • 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 (9th September 2024) - Course overview, understanding disposal, introducing disposal schedules, the difference between appraisal and sentencing
                    • Session 2 (11th September 2024) - Legal requirements for disposal, understanding protected records, how the ALGIM disposal schedule fits in
                    • Session 3 (13th September 2024) - Utilising the AGLIM disposal schedule
                    • Session 4 (16th September 2024) - 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 Microsoft Teams 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 2-3 days prior to the training date.
                    • 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

                    • 18 Sep 2024
                    • 9:00 AM
                    • 4 Oct 2024
                    • 10:30 AM
                    • Microsoft Teams
                    • 6
                    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 9:00am – 10:30am

                      • Session 1 (18th September 2024): course overview, defining IM and record-keeping
                      • Session 2 (20th September 2024): legislation and standards
                      • Session 3 (23rd September  2024): storage and handling, disaster recover and business continuity planning
                      • Session 4 (25th September  2024): creation and control using classification structures, physical file management
                      • Session 5 (27th September  2024): metadata, email management, databases
                      • Session 6 (30th September  2024): shared network drives, electronic document management systems, digitisation
                      • Session 7 (4th October 2024): managing non-current information, disposal of information, local authority archives.


                      What you need to know

                      • We will use Microsoft Teams 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 2-3 days prior to the training date.
                      • 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

                      • 18 Sep 2024
                      • 11:00 AM
                      • 4 Oct 2024
                      • 12:30 PM
                      • 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 11:00am – 12:30pm

                      • Session 1 – 18th September 2024
                      • Session 2 – 20th September 2024
                      • Session 3 – 23rd September 2024
                      • Session 4 – 25th September 2024
                      • Session 5 – 27th September 2024
                      • Session 6 – 30th September 2024
                      • Session 7 – 4th October 2024


                      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

                      • We will use Microsoft Teams 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 2-3 days prior to the training date.
                      • 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

                      • 21 Oct 2024
                      • 9:00 AM
                      • 4 Nov 2024
                      • 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 9:00am – 10:30am

                        • Session 1 (21st October 2024): course overview, defining IM and record-keeping
                        • Session 2 (23rd October 2024): legislation and standards
                        • Session 3 (25th October 2024): storage and handling, disaster recover and business continuity planning
                        • Session 4 (28th October 2024): creation and control using classification structures, physical file management
                        • Session 5 (30th October 2024): metadata, email management, databases
                        • Session 6 (1st November 2024): shared network drives, electronic document management systems, digitisation
                        • Session 7 (4th November 2024): managing non-current information, disposal of information, local authority archives.


                        What you need to know

                        • We will use Microsoft Teams 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 2-3 days prior to the training date.
                        • 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

                        • 21 Oct 2024
                        • 11:00 AM
                        • 4 Nov 2024
                        • 12:30 PM
                        • Microsoft Teams
                        • 8
                        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 (21 October 2024) - course overview, defining IM and record-keeping
                        • Session 2 (23 October 2024) - legislation and standards
                        • Session 3 (25 October 2024) - storage and handling, disaster recovery and business continuity planning
                        • Session 4 (28 October 2024) - creation and control using classification structures, physical file management
                        • Session 5 (30 October 2024) - metadata, email management, databases
                        • Session 6 (1 November 2024) - shared network drives, electronic document management systems, digitalisation
                        • Session 7 (4 November 2024) - managing non-current information, disposal of information, archives 


                        • Sessions run from 11:00am - 12:30pm
                        • We use MS Teams 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 (2-3 days before the training session is due to start)


                        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 service@algim.org.nz

                        • 8 Nov 2024
                        • 9:00 AM
                        • 15 Nov 2024
                        • 10:30 AM
                        • Microsoft Teams
                        • 8
                        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 – 8th November 2024
                        • Session 2 – 11th November 2024
                        • Session 3 – 13th November 2024
                        • Session 4 – 15th November 2024


                        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. 
                        • 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 2-3 days prior to the training date.
                        • 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

                        • 8 Nov 2024
                        • 11:00 AM
                        • 15 Nov 2024
                        • 12:30 PM
                        • Microsoft Teams
                        • 8
                        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 – 8th November 2024 - Introduction to information assets
                        • Session 2 – 11th November 2024 - Developing an information asset register
                        • Session 3 – 13th November 2024 - Managing our information assets
                        • Session 4 – 15th November 2024 - Using an information asset register to support business activities


                        What you need to know

                        • We will use Microsoft Teams 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 2-3 days prior to the training date.
                        • 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

                        • 25 Nov 2024
                        • 9:00 AM
                        • 11 Dec 2024
                        • 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 – 25th November 2024
                        • Session 2 – 27th November 2024
                        • Session 3 – 29th November 2024
                        • Session 4 – 2nd December 2024
                        • Session 5 – 6th December 2024
                        • Session 6 – 30th September 2024
                        • Session 7 – 11th December 2024


                        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

                        • We will use Microsoft Teams 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 2-3 days prior to the training date.
                        • 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

                        • 25 Nov 2024
                        • 11:00 AM
                        • 11 Dec 2024
                        • 12:30 PM
                        • 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 (25th November 2024): course overview, defining IM and record-keeping
                          • Session 2 (27th November 2024): legislation and standards
                          • Session 3 (29th November 2024): storage and handling, disaster recover and business continuity planning
                          • Session 4 (2nd December 2024): creation and control using classification structures, physical file management
                          • Session 5 (6th December 2024): metadata, email management, databases
                          • Session 6 (9th December 2024): shared network drives, electronic document management systems, digitisation
                          • Session 7 (11th December 2024): managing non-current information, disposal of information, local authority archives.


                          What you need to know

                          • We will use Microsoft Teams 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 2-3 days prior to the training date.
                          • 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

                          • 13 Dec 2024
                          • 9:00 AM
                          • 20 Dec 2024
                          • 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 – 13th December 2024 - course overview, understanding broader context, exploring why we use taxonomy/classification structures
                          • Session 2 – 16th December 2024 - using taxonomy to support legal requirements, using folders versus metadata tagging, utilising the ALGIM classification structure
                          • Session 3 – 18th December 2024 - taxonomy development process
                          • Session 4 – 20th December 2024 - taxonomy implementation and ongoing maintenance, course wrap up


                          What you need to know

                          • We will use Microsoft Teams 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 2-3 days prior to the training date.
                          • 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

                          • 13 Dec 2024
                          • 11:00 AM
                          • 20 Dec 2024
                          • 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 (13th December 2024) - Course overview, understanding disposal, introducing disposal schedules, the difference between appraisal and sentencing
                          • Session 2 (16th December 2024) - Legal requirements for disposal, understanding protected records, how the ALGIM disposal schedule fits in
                          • Session 3 (18th December 2024) - Utilising the AGLIM disposal schedule
                          • Session 4 (20th December 2024) - 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 Microsoft Teams 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 2-3 days prior to the training date.
                          • 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

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