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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

    • 17 Apr 2024
    • 9:00 AM
    • 3 May 2024
    • 10:30 AM
    • 0
    Join waitlist

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

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

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

    Course topics

    The course covers the following:

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

    What you need to know

    • 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.


    Time:
     7 x 90 minute sessions
    Cost: $450 + GST per person

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

    • 22 Apr 2024
    • 1:00 PM
    • 7 Jun 2024
    • 2:30 PM

    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 Kerri.


    Dates for online sessions - all run from 1.00pm - 2.30pm
    Monday 22 April 2024

    Wednesday 24 April 2024

    Friday 26 April 2024

    Monday 13 May 2024

    Wednesday 15 May 2024

    Friday 17 May 2024

    Monday 7 June 2024


    Note: 
    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 admin@algim.org.nz

    • 6 May 2024
    • 9:00 AM
    • 13 May 2024
    • 10:30 AM
    Register

    This intermediate level course is designed for those who are responsible for managing the disposal of information and records with their local authority.

    The course explores all the basics of disposing of information and records management across both the physical, and digital environments. It also covers the processes involved in disposal, the legal requirements and how to utilise the ALGIM Disposal Schedule.

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


    Online sessions - all run from 9.00am - 10.30am

    • Session 1 (6 May 2024) - Course overview, understanding disposal, introducing disposal schedules, the difference between appraisal and sentencing

    • Session 2 (8 May 2024) - Legal requirements for disposal, understanding protected records, how the ALGIM disposal schedule fits in
    • Session 3 (10 May 2024) - Utilising the AGLIM disposal schedule
       
    • Session 4 (13 May 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 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

    • 6 May 2024
    • 11:00 AM
    • 13 May 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.

    Online sessions - all run from 11.00am - 12.30pm

    • Session 1 (6 May 2024

    • Session 2 (8 May 2024)

    • Session 3 (10 May 2024

    • Session 4 (13 May 2024) 

    Course topics:

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


    What you need to know

    We will use 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

    • 15 May 2024
    • 9:00 AM
    • 29 May 2024
    • 10:30 AM
    • 0

    This introductory level course is designed for those who are new to information and records management, new to information and records management in local authorities, or those who want to understand more about the 'why' of information management and what it involves.


    The course explores all the basics of information and records management across both the physical and digital environments. It also covers the role information and records professionals play in their organisation and how good information management contributes to, and supports the overall functions and goals of the local authority.


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

      The course covers the following:


      • Session 1 (15 May 2024): course overview, defining IM and record-keeping

      • Session 2 (17 May 2024): legislation and standards

      • Session 3 (20 May 2024): storage and handling, disaster recover and business continuity planning

      • Session 4 (22 May 2024): creation and control using classification structures, physical file management

      • Session 5 (24 May 2024): metadata, email management, databases

      • Session 6 (27 May 2024): shared network drives, electronic document management systems, digitisation

      • Session 7 (29 May 2024): managing non-current information, disposal of information, local authority archives.


      What you need to know

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


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

      • 7 Jun 2024
      • 9:00 AM
      • 14 Jun 2024
      • 10:30 AM
      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.


      Online sessions - all run from 9.00am - 10.30am
      Session 1 (7 Jun 2024) - Introduction to information assets

      Session 2 (10 June 2024) - Developing an information asset register

      Session 3 (12 June 2024) - Managing our information assets

      Session 4 (14 June 2024) - Using an information asset register to support business activities


      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


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

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

      • 7 Jun 2024
      • 11:00 AM
      • 14 Jun 2024
      • 12:30 PM
      Register

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

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


      Online sessions - all run from 11.00am - 12.30pm
      (7, 10, 12 and 14 June 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 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



      About the presenter Kerri Siatiras, Siatiras Consulting

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

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

      • 17 Jun 2024
      • 9:00 AM
      • 1 Jul 2024
      • 10:30 AM
      • 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.

      Course topics

      The course covers the following:

      • Session 1 (17 June 2024) - course overview, defining IM and record-keeping
      • Session 2 (19 June2024) - legislation and standards
      • Session 3 (21 June 2024) - storage and handling, disaster recovery and business continuity planning
      • Session 4 (24 June 2024) - creation and control using classification structures, physical file management
      • Session 5 (26 June2024) - metadata, email management, databases
      • Session 6 (28 June2024) - shared network drives, electronic document management systems, digitalisation
      • Session 7 (1 July 2024) - managing non-current information, disposal of information, archives 

      What you need to know

      • 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.


      Time:
       7 x 90 minute sessions
      Cost: $450 + GST per person

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

      • 17 Jun 2024
      • 11:00 AM
      • 1 Jul 2024
      • 12:30 PM
      Register

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

       

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

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

      The course covers the following:

      • defining local authority archives
      • core archival concepts and terminology
      • appraisal and sentencing (including protected records and applying disposal schedules)
      • accessioning
      • archives management policy
      • arrangements and description
      • preservation and handling
      • storage conditions
      • conservation
      • digitisation
      • digital archives
      • restriction on access
      • reference services and researchers
      • working with volunteers
      • developing an archives management programme.

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

      Note: There is a maximum of eight participants.

      • We will use MS Teams as the platform.

      • You will need a microphone and a webcam.
      • You will receive an email with a link to the sessions


      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

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