ALGIM Inc - Training and Workshops

ALGIM Training Session: Developing an Information Management Strategy

Start
29 May 2023
1:00 PM
End
10 Jul 2023
2:30 PM

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 Kerri.

Dates for online sessions - all run from 1.00pm - 2.30pm
Monday 29 May 2023

Wednesday 31 May 2023

Friday 2 June 2023

Monday 19 June 2023

Wednesday 21 June 2023

Friday 23 June 2023

Monday 10 July 2023

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

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

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

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

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ALGIM Training Session: Introduction to IM and record-keeping

Start
9 Jun 2023
9:00 AM
End
23 Jun 2023
10:30 AM
Spaces left
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 (9 June 2023) - course overview, defining IM and record-keeping
Session 2 (12 June 2023) - legislation and standards
Session 3 (14 June 2023) - storage and handling, disaster recovery and business continuity planning
Session 4 (16 June 2023) - creation and control using classification structures, physical file management
Session 5 (19 June 2023) - metadata, email management, databases
Session 6 (21 June 2023) - shared network drives, electronic document management systems, digitalisation
Session 7 (23 June 2023) - managing non-current information, disposal of information, archives

What you need to know

Sessions run from 9.00am to 10.30am.
We use GoToMeeting as the online platform.
You will need a microphone and webcam/video as interaction with others on the course is necessary and strongly encouraged.
You will need a quiet space so there are no distractions for the participants.
The maximum number of attendees will be eight.
You will receive an email with a link to each session.

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

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

Show details

ALGIM Training Session: Local Authority Archives Management Course

Start
9 Jun 2023
11:00 AM
End
23 Jun 2023
12:30 PM

Register

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

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

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

The course covers the following:

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

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

Note: There is a maximum of eight participants.

We will use GoTo Meeting as the platform.
You will need a microphone and a webcam.
You will receive an email with a link to each session

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

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ALGIM Vendor Training Session: Pitching and Presenting

When
13 Jun 2023
11:00 AM - 12:00 PM

Register

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

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

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

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

Who should attend the webinar:

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

The webinar topics will include:

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

The materials and templates we provide are:

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

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

What you need to know

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

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

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ALGIM Training Session: Disposing of local authority information and records

Start
3 Jul 2023
9:00 AM
End
10 Jul 2023
10:30 AM

Register

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

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

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

Online sessions - all run from 9.00am - 10.30am

Session 1 (3 July 2023) - Course overview, understanding disposal, introducing disposal schedules, the difference between appraisal and sentencing
Session 2 (5 July 2023) - Legal requirements for disposal, understanding protected records, how the ALGIM disposal schedule fits in
Session 3 (7 July 2023) - Utilising the AGLIM disposal schedule
Session 4 (10 July 2023) - Understanding implementation, processes for implementing a disposal schedule over hard copy records, and digital records, course wrap up

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

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

About the presenter Kerri Siatiras, Siatiras Consulting

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

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

Show details

ALGIM Training Session: Taxonomy Development for Local Authorities

Start
3 Jul 2023
11:00 AM
End
10 Jul 2023
12:30 PM

Register

The course is designed for those that have a reasonable level of experience in the information management world. We explore the creation and implementation a taxonomy/classification structures for your document based information and records environments. It is specifically designed for the local authority sector with reference to the ALGIM classification structure/taxonomy, as well as development of your own taxonomy. We also explore the hardest part of the process – its implementation!

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

Online sessions - all run from 11.00am - 12.30pm
(3, 5, 7 and 10 July 2023)

Course topics:

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

What you need to know

We will use GoTo Meeting as the platform.

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

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

About the presenter Kerri Siatiras, Siatiras Consulting

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

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

Show details

ALGIM Training Session: Introducing Information Management for Local Authorities

Start
12 Jul 2023
9:00 AM
End
26 Jul 2023
10:30 AM
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.

The course covers the following:

Session 1 (12 July 2023): course overview, defining IM and record-keeping
Session 2 (14 July 2023): legislation and standards
Session 3 (17 July 2023): storage and handling, disaster recover and business continuity planning
Session 4 (19 July 2023): creation and control using classification structures, physical file management
Session 5 (21 July 2023): metadata, email management, databases
Session 6 (24 July 2023): shared network drives, electronic document management systems, digitisation
Session 7 (26 July 2023): managing non-current information, disposal of information, local authority archives.

What you need to know

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

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

Show details

ALGIM Training Session: Developing an Information Management Strategy

Start
17 Jul 2023
1:00 PM
End
28 Aug 2023
2:30 PM

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 Kerri.

Dates for online sessions - all run from 1.00pm - 2.30pm
Monday 17 July 2023

Wednesday 19 July 2023

Friday 21 July 2023

Monday 7 Aug 2023

Wednesday 9 Aug 2023

Friday 11 Aug 2023

Monday 28 Aug 2023

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

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

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

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

Show details

ALGIM Training Session: IM Monitoring and Reporting

Start
28 Jul 2023
9:00 AM
End
7 Aug 2023
10:30 AM

Register

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

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

Online sessions - all run from 9.00am - 10.30am
(28 July, 31 Junly, 4 August and 7 August 2023)

Course topics:

Defining monitoring and reporting
Understanding the legislative and business context
Understanding why we need to monitor and report on IM
Exploring how the Executive Sponsor role fits in
Possible levels of measurement in an organisation
Types of monitoring and reporting
Determining what monitoring and reporting should be in place
How to ensure that what we monitor and report on is useful

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

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

About the presenter Kerri Siatiras, Siatiras Consulting

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

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

Show details

ALGIM Training Session: Information Asset Management

Start
28 Jul 2023
11:00 AM
End
7 Aug 2023
12:30 PM

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 11.00am - 12.30pm
Session 1 (28 July 2023) - Introduction to information assets

Session 2 (31 July 2023) - Developing an information asset register

Session 3 (4 August 2023) - Managing our information assets

Session 4 (7 August 2023) - Using an information asset register to support business activities

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

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

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

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

Show details

ALGIM Training Session: Introduction to IM and record-keeping

Start
9 Aug 2023
9:00 AM
End
23 Aug 2023
10:30 AM
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.

Course topics

The course covers the following:

Session 1 (9 Aug 2023) - course overview, defining IM and record-keeping
Session 2 (11 Aug 2023) - legislation and standards
Session 3 (14 Aug 2023) - storage and handling, disaster recovery and business continuity planning
Session 4 (16 Aug 2023) - creation and control using classification structures, physical file management
Session 5 (18 Aug 2023) - metadata, email management, databases
Session 6 (21 Aug 2023) - shared network drives, electronic document management systems, digitalisation
Session 7 (23 Aug 2023) - managing non-current information, disposal of information, archives

What you need to know

Sessions run from 9.00am to 10.30am.
We use GoToMeeting as the online platform.
You will need a microphone and webcam/video as interaction with others on the course is necessary and strongly encouraged.
You will need a quiet space so there are no distractions for the participants.
The maximum number of attendees will be eight.
You will receive an email with a link to each session.

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

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

Show details

ALGIM Training Session: Local Authority Archives Management Course

Start
9 Aug 2023
11:00 AM
End
23 Aug 2023
12:30 PM

Register

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

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

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

The course covers the following:

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

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

Note: There is a maximum of eight participants.

We will use GoTo Meeting as the platform.
You will need a microphone and a webcam.
You will receive an email with a link to each session

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

Show details

ALGIM Training Session: Taxonomy Development for Local Authorities

Start
25 Aug 2023
9:00 AM
End
1 Sep 2023
10:30 AM

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 9.00am - 10.30am
(25, 28, 30 Aug and 1 Sep 2023)

Course topics:

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

What you need to know

We will use GoTo Meeting as the platform.

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

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

About the presenter Kerri Siatiras, Siatiras Consulting

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

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

Show details

ALGIM Training Session: IM Monitoring and Reporting

Start
25 Aug 2023
11:00 AM
End
1 Sep 2023
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
(25, 28, 30 August and 1 September 2023)

Course topics:

Defining monitoring and reporting
Understanding the legislative and business context
Understanding why we need to monitor and report on IM
Exploring how the Executive Sponsor role fits in
Possible levels of measurement in an organisation
Types of monitoring and reporting
Determining what monitoring and reporting should be in place
How to ensure that what we monitor and report on is useful

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

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

About the presenter Kerri Siatiras, Siatiras Consulting

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

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

Show details

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