ALGIM Inc - Training and Workshops

ALGIM Training Session: Introducing Information Management for Local Authorities

Start
15 Jul 2024
9:00 AM
End
29 Jul 2024
10:30 AM
Spaces left
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 (15^th July 2024): course overview, defining IM and record-keeping
Session 2 (17^th July 2024): legislation and standards
Session 3 (19^th July 2024): storage and handling, disaster recover and business continuity planning
Session 4 (22^nd July 2024): creation and control using classification structures, physical file management
Session 5 (24^th July 2024): metadata, email management, databases
Session 6 (26^th July 2024): shared network drives, electronic document management systems, digitisation
Session 7 (29^th 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

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ALGIM Training Session: Managing Local Authority Archives Management Course

Start
15 Jul 2024
11:00 AM
End
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 – 15^th July 2024
Session 2 – 17^th July 2024
Session 3 – 19^th July 2024
Session 4 – 22^nd July 2024
Session 5 – 24^th July 2024
Session 6 – 26^th July 2024
Session 7 – 29^th 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

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Microsoft Training: Excel Calculation Basics

When
30 Jul 2024
9:00 AM - 11:00 AM (AEST)
Location
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

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Microsoft Training: Teams 101 Fundamentals

When
30 Jul 2024
11:30 AM - 1:30 PM (AEST)
Location
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

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Microsoft Training: Word Skills Booster

When
30 Jul 2024
2:00 PM - 4:00 PM (AEST)
Location
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

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ALGIM Training Session: Information Asset Management

Start
31 Jul 2024
9:00 AM
End
9 Aug 2024
10:30 AM
Spaces left
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 – 31^st July 2024 - Introduction to information assets
Session 2 – 2^nd August 2024 - Developing an information asset register
Session 3 – 5^th August 2024 - Managing our information assets
Session 4 – 9^th 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

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ALGIM Training Session: Taxonomy Development for Local Authorities

Start
31 Jul 2024
11:00 AM
End
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 – 31^st July 2024 - course overview, understanding broader context, exploring why we use taxonomy/classification structures
Session 2 – 2^nd July 2024 - using taxonomy to support legal requirements, using folders versus metadata tagging, utilising the ALGIM classification structure
Session 3 – 5^th August 2024 - taxonomy development process
Session 4 – 9^th 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

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Microsoft Training: Microsoft 365 Overview

When
6 Aug 2024
9:00 AM - 4:00 PM (AEST)
Location
Microsoft Teams

Register

An essential session for any organisation with or getting Microsoft 365 to run for all users. Book this session for a well-rounded introduction to what Microsoft 365 is, including a high-level explanation of the apps included.

A must-do for all places that have deployed or are considering deploying Microsoft 365 to their users! Let users know what is in Microsoft 365, so they can best decide which apps will boost their teamwork and help them be more productive.

This overview can be hands on with each user at a laptop/computer, or demo style without laptops/computers with users encouraged to look at the mobile versions of some of the apps during the session.

Topics

This session will provide an overview of Microsoft 365 and an explanation of the following Microsoft 365 applications and features:

To-Do
Delve
Lists
Planner
Forms
Power Automate
Whiteboard
One-Note
OneDrive
SharePoint
Teams
Loop
Stream
Sway
Power BI

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.
Course duration: Approx. 6 hours
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).

If you would like this session customised for your team please contact service@algim.org.nz

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ALGIM Training Session: Introduction to Information Management

Start
12 Aug 2024
9:00 AM
End
26 Aug 2024
10:30 AM
Location
Microsoft Teams
Spaces left
7

Register

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

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

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

The course covers the following:

Session 1 (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

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ALGIM Training Session: Introducing Information Management for Local Authorities

Start
12 Aug 2024
11:00 AM
End
26 Aug 2024
12:30 PM
Spaces left
1

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 - (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

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Microsoft Training: Teams 100 Essentials

When
13 Aug 2024
9:00 AM - 4:30 PM (AEST)
Location
Microsoft Teams

Register

This session gives a good well-rounded introduction to Microsoft Teams and imparts essential knowledge for all users of Microsoft Teams.

This session is part of the Microsoft Teams 100 series, which includes this comprehensive 1-day Microsoft Teams – 100: Essentials training session, and multiple 2-hour feature-specific sessions to accommodate specific needs and time constraints.

For a thorough Teams understanding, consider this session complemented by any 2-hour session for more in-depth knowledge on specific topics as required, or forgo this session for the 2-hour sessions in the series if required.

Prerequisite

Attendees must already be familiar with working in Microsoft Windows or macOS. Experience with email and or other Microsoft Office applications like Word, Excel or PowerPoint is an advantage.

Topics

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.
Course duration: Approx. 6 hours
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).
Due to time constraints and the need to enable group discussions, we often run out of time to cover Meetings during this session. We have a separate session specifically for Teams Meetings.

If you would like this session customised for your team please contact service@algim.org.nz

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IM Training: Developing an Information Management Strategy

Start
19 Aug 2024
1:00 PM
End
30 Sep 2024
2:30 PM
Location
Microsoft Teams
Spaces left
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

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Microsoft Training: File Management with SharePoint and OneDrive

When
20 Aug 2024
9:00 AM - 11:00 AM (AEST)
Location
Microsoft Teams

Register

Get to know how to create and manage your files in SharePoint and or OneDrive.

This session focuses on file management only, it does not touch on site, page or library creation in SharePoint.

Course Outline

SharePoint

What is SharePoint?
Work with Libraries
Create Documents and Folders
Check Out and Check In Documents
Share Documents and Folders
Manage Sharing Permissions
Unshare
Send a link to a document
Document Versions
Delete and Recover Deleted Files
Create Library Views
Collaborative Editing

OneDrive

What is OneDrive?
Create Documents and Folders in OneDrive
Share Documents and Folders
Manage Sharing Permissions
Find shared items
Unshare shared items
Document Versions
Copy or Move Documents to SharePoint
Delete and Recover Deleted Files
Discover the OneDrive and Microsoft 365 phone apps.

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).
Duration: Approx. 2 hours

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

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Microsoft Training: Word Skills Booster

When
20 Aug 2024
11:30 AM - 1:30 PM (AEST)
Location
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

Show details

Microsoft Training: Excel Calculation Basics

When
20 Aug 2024
2:00 PM - 4:00 PM (AEST)
Location
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

Show details

Microsoft Training: Excel Skills Booster

When
27 Aug 2024
9:00 AM - 11:00 AM (AEST)
Location
Microsoft Teams

Register

The perfect productivity skills boosters for users of Microsoft Excel.

Essential for users who never attended any training in Microsoft Excel, 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

Navigate quickly in Excel

Introduction to Range names

Moving and Copying Data

Spell Check

AutoFill feature tips

The power of Flash Fill

Discover quick analysis

Introduction to PivotTables

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.

Training times are in Australian Eastern Standard Time (AEST) which is two hours behind New Zealand Standard Time (NZST).
Please note that training sessions are not included under webinar subscriptions, so a registration fee applies.

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

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Microsoft Training: Excel Formulas and Auditing

When
27 Aug 2024
11:30 AM - 1:30 PM (AEST)
Location
Microsoft Teams

Register

Join us for an enriching course designed to elevate your Excel skills beyond basic calculations.

Delve into the world of formulas beyond the basic SUM, AVERAGE, MIN, MAX formulas, and gain essential techniques to create, audit, and understand more advanced formulas like IF, AND, OR functions and how to insert any function into your spreadsheet.

Uncover Excel’s error detection tools, and learn to easily keep an eye on values cross multiple sheets. You will also discover the Goal Seek tool that allows you to change the answer you get from a calculation or formula to one you would rather see instead.

Prerequisites

Participants are expected to have a basic understanding of Excel and its core functionalities or have attended the Excel Calculation Basic training. Familiarity with basic calculations, spreadsheet navigation, data entry, and basic formatting will be beneficial. This course is designed for users of all levels, making it suitable for beginners eager to learn, or long time Excel users looking to refine their formula skills.

Course Outline

Formula Techniques

Using logical functions (IF)
Nesting functions for complex calculations (AND, OR)
Using the fx button to insert functions
Additional Resources for learning more functions

Formula Auditing Tools

Tracing precedents and dependents
Evaluating formula errors and understand error types
Using the Watch Window to monitor cell values dynamically
Changing the answer to a calculation or formula using Goal Seek

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).
Duration: Approx. 2 hours

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

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Microsoft Training: Excel Lists and PivotTables

When
27 Aug 2024
2:00 PM - 4:00 PM (AEST)
Location
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

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Microsoft Training: Microsoft 365 Overview

When
3 Sep 2024
9:00 AM - 4:00 PM (AEST)
Location
Microsoft Teams

Register

An essential session for any organisation with or getting Microsoft 365 to run for all users. Book this session for a well-rounded introduction to what Microsoft 365 is, including a high-level explanation of the apps included.

A must-do for all places that have deployed or are considering deploying Microsoft 365 to their users! Let users know what is in Microsoft 365, so they can best decide which apps will boost their teamwork and help them be more productive.

This overview can be hands on with each user at a laptop/computer, or demo style without laptops/computers with users encouraged to look at the mobile versions of some of the apps during the session.

Topics

This session will provide an overview of Microsoft 365 and an explanation of the following Microsoft 365 applications and features:

To-Do
Delve
Lists
Planner
Forms
Power Automate
Whiteboard
One-Note
OneDrive
SharePoint
Teams
Loop
Stream
Sway
Power BI

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.
Course duration: Approx. 6 hours
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).

If you would like this session customised for your team please contact service@algim.org.nz

Show details

ALGIM Training Session: IM Monitoring and Reporting

Start
9 Sep 2024
9:00 AM
End
16 Sep 2024
10:30 AM
Location
Microsoft Teams
Spaces left
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

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ALGIM Training Session: Disposing of Local Authority Information and Records

Start
9 Sep 2024
11:00 AM
End
16 Sep 2024
12:30 PM
Location
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

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Microsoft Training: Teams 100 Essentials

When
10 Sep 2024
9:00 AM - 4:30 PM (AEST)
Location
Microsoft Teams

Register

This session gives a good well-rounded introduction to Microsoft Teams and imparts essential knowledge for all users of Microsoft Teams.

This session is part of the Microsoft Teams 100 series, which includes this comprehensive 1-day Microsoft Teams – 100: Essentials training session, and multiple 2-hour feature-specific sessions to accommodate specific needs and time constraints.

For a thorough Teams understanding, consider this session complemented by any 2-hour session for more in-depth knowledge on specific topics as required, or forgo this session for the 2-hour sessions in the series if required.

Prerequisite

Attendees must already be familiar with working in Microsoft Windows or macOS. Experience with email and or other Microsoft Office applications like Word, Excel or PowerPoint is an advantage.

Topics

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.
Course duration: Approx. 6 hours
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).
Due to time constraints and the need to enable group discussions, we often run out of time to cover Meetings during this session. We have a separate session specifically for Teams Meetings.

If you would like this session customised for your team please contact service@algim.org.nz

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Microsoft Training: File Management with SharePoint and OneDrive

When
17 Sep 2024
9:00 AM - 11:00 AM (AEST)
Location
Microsoft Teams

Register

Get to know how to create and manage your files in SharePoint and or OneDrive.

This session focuses on file management only, it does not touch on site, page or library creation in SharePoint.

Course Outline

SharePoint

What is SharePoint?
Work with Libraries
Create Documents and Folders
Check Out and Check In Documents
Share Documents and Folders
Manage Sharing Permissions
Unshare
Send a link to a document
Document Versions
Delete and Recover Deleted Files
Create Library Views
Collaborative Editing

OneDrive

What is OneDrive?
Create Documents and Folders in OneDrive
Share Documents and Folders
Manage Sharing Permissions
Find shared items
Unshare shared items
Document Versions
Copy or Move Documents to SharePoint
Delete and Recover Deleted Files
Discover the OneDrive and Microsoft 365 phone apps.

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).
Duration: Approx. 2 hours

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

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Microsoft Training: Word Skills Booster

When
17 Sep 2024
11:30 AM - 1:30 PM (AEST)
Location
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

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Microsoft Training: Excel Calculation Basics

When
17 Sep 2024
2:00 PM - 4:00 PM (AEST)
Location
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

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ALGIM Training Session: Introducing Information Management for Local Authorities

Start
18 Sep 2024
9:00 AM
End
4 Oct 2024
10:30 AM
Location
Microsoft Teams
Spaces left
5

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

Show details

ALGIM Training Session: Managing Local Authority Archives Management Course

Start
18 Sep 2024
11:00 AM
End
4 Oct 2024
12:30 PM
Location
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

Show details

Microsoft Training: Excel Skills Booster

When
24 Sep 2024
9:00 AM - 11:00 AM (AEST)
Location
Microsoft Teams

Register

The perfect productivity skills boosters for users of Microsoft Excel.

Essential for users who never attended any training in Microsoft Excel, 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

Navigate quickly in Excel

Introduction to Range names

Moving and Copying Data

Spell Check

AutoFill feature tips

The power of Flash Fill

Discover quick analysis

Introduction to PivotTables

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.

Training times are in Australian Eastern Standard Time (AEST) which is two hours behind New Zealand Standard Time (NZST).
Please note that training sessions are not included under webinar subscriptions, so a registration fee applies.

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

Show details

Microsoft Training: Excel Formulas and Auditing

When
24 Sep 2024
11:30 AM - 1:30 PM (AEST)
Location
Microsoft Teams

Register

Join us for an enriching course designed to elevate your Excel skills beyond basic calculations.

Delve into the world of formulas beyond the basic SUM, AVERAGE, MIN, MAX formulas, and gain essential techniques to create, audit, and understand more advanced formulas like IF, AND, OR functions and how to insert any function into your spreadsheet.

Uncover Excel’s error detection tools, and learn to easily keep an eye on values cross multiple sheets. You will also discover the Goal Seek tool that allows you to change the answer you get from a calculation or formula to one you would rather see instead.

Prerequisites

Participants are expected to have a basic understanding of Excel and its core functionalities or have attended the Excel Calculation Basic training. Familiarity with basic calculations, spreadsheet navigation, data entry, and basic formatting will be beneficial. This course is designed for users of all levels, making it suitable for beginners eager to learn, or long time Excel users looking to refine their formula skills.

Course Outline

Formula Techniques

Using logical functions (IF)
Nesting functions for complex calculations (AND, OR)
Using the fx button to insert functions
Additional Resources for learning more functions

Formula Auditing Tools

Tracing precedents and dependents
Evaluating formula errors and understand error types
Using the Watch Window to monitor cell values dynamically
Changing the answer to a calculation or formula using Goal Seek

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).
Duration: Approx. 2 hours

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

Show details

Microsoft Training: Excel Lists and PivotTables

When
24 Sep 2024
2:00 PM - 4:00 PM (AEST)
Location
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

Show details

ALGIM Training Session: Introducing Information Management for Local Authorities

Start
21 Oct 2024
9:00 AM
End
4 Nov 2024
10:30 AM
Location
Microsoft Teams
Spaces left
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

Show details

ALGIM Training Session: Introduction to Information Management

Start
21 Oct 2024
11:00 AM
End
4 Nov 2024
12:30 PM
Location
Microsoft Teams
Spaces left
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

Show details

ALGIM Training Session: IM Monitoring and Reporting

Start
8 Nov 2024
9:00 AM
End
15 Nov 2024
10:30 AM
Location
Microsoft Teams
Spaces left
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

Show details

ALGIM Training Session: Information Asset Management

Start
8 Nov 2024
11:00 AM
End
15 Nov 2024
12:30 PM
Location
Microsoft Teams
Spaces left
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

Show details

ALGIM Training Session: Managing Local Authority Archives Management Course

Start
25 Nov 2024
9:00 AM
End
11 Dec 2024
10:30 AM
Location
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

Show details

ALGIM Training Session: Introducing Information Management for Local Authorities

Start
25 Nov 2024
11:00 AM
End
11 Dec 2024
12:30 PM
Location
Microsoft Teams
Spaces left
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

Show details

ALGIM Training Session: Taxonomy Development for Local Authorities

Start
13 Dec 2024
9:00 AM
End
20 Dec 2024
10:30 AM
Location
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

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ALGIM Training Session: Disposing of Local Authority Information and Records

Start
13 Dec 2024
11:00 AM
End
20 Dec 2024
12:30 PM
Location
Microsoft Teams

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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

Show details

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