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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

  • ALGIM Training Session: Introducing Information Management for Local Authorities

    • 7 Feb 2025
    • 9:00 AM
    • 21 Feb 2025
    • 10:30 AM
    • Microsoft Teams
    • 6
    Register

    This beginner course is designed for those who are new to information management and the specific requirements relating to the management of information and records in local authorities.

    The course explores all the basics of information management across both the physical, and digital environments, from creation through to disposal.  It also covers the role IM practitioners play in their organisation, and how good IM 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 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 (7th February 2025): course overview, defining IM and record-keeping
      • Session 2 (10th February 2025): legislation and standards
      • Session 3 (12th February 2025): storage and handling, disaster recover and business continuity planning
      • Session 4 (14th February 2025): creation and control using classification structures, physical file management
      • Session 5 (17th February 2025): metadata, email management, databases
      • Session 6 (19th February 2025): shared network drives, electronic document management systems, digitisation
      • Session 7 (21st February 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

      Show details

    • ALGIM Training Session: Introduction to Information Management

      • 7 Feb 2025
      • 11:00 AM
      • 21 Feb 2025
      • 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 (7th February 2025) - course overview, defining IM and record-keeping
      • Session 2 (10th February 2025) - legislation and standards
      • Session 3 (12th February 2025) - storage and handling, disaster recovery and business continuity planning
      • Session 4 (14th February 2025) - creation and control using classification structures, physical file management
      • Session 5 (17th February 2025) - metadata, email management, databases
      • Session 6 (19th February 2025) - shared network drives, electronic document management systems, digitalisation
      • Session 7 (21st February 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

      Show details

    • ALGIM Training Session: Developing an Information Management Strategy

      • 11 Feb 2025
      • 1:00 PM
      • 25 Mar 2025
      • 2:30 PM
      • Microsoft Teams
      • 7
      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.
      • 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.
      • 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

      • Tuesday 11th February 2025
      • Thursday 13th February 2025
      • Tuesday 18th February 2025
      • Tuesday 4th March 2025
      • Thursday 6th March 2025
      • Tuesday 11th March 2025
      • Tuesday 25th March 2025


      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

        Show details

      • ALGIM Disposal Schedule Interpretation and Implementation Workshop

        • 17 Feb 2025
        • 1:00 PM
        • 21 Feb 2025
        • 2:30 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 1:00pm - 2:30pm

        • 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 17th February 2025 & Friday 21st February 2025
        • Please make sure that you have already completed the ALGIM Disposal of Local Authority Information and Records course.
        • Please ensure you have the latest version of the ALGIM Disposal Schedule module (BP06) downloaded and available for use.
        • 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.
        • 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

        Show details

      • ALGIM Training Session: IM Monitoring and Reporting

        • 24 Feb 2025
        • 9:00 AM
        • 3 Mar 2025
        • 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 – 24th February 2025
        • Session 2 – 26th February 2025
        • Session 3 – 28th February 2025
        • Session 4 – 3rd March 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

        Show details

      • ALGIM Training Session: Information Asset Management

        • 24 Feb 2025
        • 11:00 AM
        • 3 Mar 2025
        • 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 – 24th February 2025 - Introduction to information assets
        • Session 2 – 26th February 2025 - Developing an information asset register
        • Session 3 – 28th February 2025 - Managing our information assets
        • Session 4 – 3rd March 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

        Show details

      • ALGIM Training Session: Managing Local Authority Archives Management Course

        • 7 Mar 2025
        • 9:00 AM
        • 24 Mar 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 – 7th March 2025
        • Session 2 – 10th March 2025
        • Session 3 – 12th March 2025
        • Session 4 – 14th March 2025
        • Session 5 – 19th March 2025
        • Session 6 – 21st March 2025
        • Session 7 – 24th March 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

        • 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

        Show details

      • ALGIM Training Session: Introducing Information Management for Local Authorities

        • 7 Mar 2025
        • 11:00 AM
        • 24 Mar 2025
        • 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 9:00am – 10:30am

          • Session 1 (7th March 2025): course overview, defining IM and record-keeping
          • Session 2 (10th March 2025): legislation and standards
          • Session 3 (12th March 2025): storage and handling, disaster recover and business continuity planning
          • Session 4 (14th March 2025): creation and control using classification structures, physical file management
          • Session 5 (19th March 2025): metadata, email management, databases
          • Session 6 (21st March 2025): shared network drives, electronic document management systems, digitisation
          • Session 7 (24th March 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

          Show details

        • ALGIM Disposal Schedule Interpretation and Implementation Workshop

          • 17 Mar 2025
          • 1:00 PM
          • 21 Mar 2025
          • 2:30 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 1:00pm - 2:30pm

          • 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 17th March 2025 & Friday 21st March 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

          Show details

        • ALGIM Training Session: Taxonomy Development for Local Authorities

          • 26 Mar 2025
          • 9:00 AM
          • 1 Apr 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 – 26th March 2025 - course overview, understanding broader context, exploring why we use taxonomy/classification structures
          • Session 2 – 28th March 2025 - using taxonomy to support legal requirements, using folders versus metadata tagging, utilising the ALGIM classification structure
          • Session 3 – 31st March 2025 - taxonomy development process
          • Session 4 – 1st April 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

          Show details

        • ALGIM Training Session: Disposing of Local Authority Information and Records

          • 26 Mar 2025
          • 11:00 AM
          • 1 Apr 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 (26th March 2025) - Course overview, understanding disposal, introducing disposal schedules, the difference between appraisal and sentencing
          • Session 2 (28th March 2025) - Legal requirements for disposal, understanding protected records, how the ALGIM disposal schedule fits in
          • Session 3 (31st March 2025) - Utilising the AGLIM disposal schedule
          • Session 4 (1st April 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

          Show details

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