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• ALGIM Training Session: Introducing Information Management for Local Authorities

  • Start
    13 Jul 2026
  •  
  • End
    27 Jul 2026
  •  
  • Schedule
    7 sessions
  • Location
    Microsoft Teams
  • Spaces left
    5

  Register

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

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

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

  About our presenter Kerri Siatiras, Siatiras Consulting

  

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

  
  

  Online sessions – all run from 9:00am – 10:30am

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

  
  

  What you need to know

  • We will use Microsoft Teams as the platform.
  • You will need a microphone and webcam/video as interaction with others on the course is necessary and strongly encouraged.
  • You will need a quiet space so there are no distractions for the participants.
  • Sessions are limited to 4 - 8 participants
  • If minimum numbers aren’t met, we’ll postpone and transfer all registrations to the next intake.
    
  • You will receive an email with a link to each session.
  • We recommend you log in ten minutes before the training session starts to ensure that you can hear and see everything

  
  

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

  Show details
• ALGIM Training Session: Managing Local Authority Archives Course

  • Start
    15 Jul 2026
  •  
  • End
    29 Jul 2026
  •  
  • Schedule
    7 sessions
  • 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 15th July - 29th July 2026 (11:00 AM - 12:30 PM)

  
  

  Course Topics

  • Defining local authority archives
  • Core archival concepts and terminology
  • Appraisal and sentencing (including protected records and applying disposal schedules)
  • Accessioning
  • Archives management policy
  • Arrangements and description
  • Preservation and handling
  • Storage conditions
  • Conservation
  • Digitisation
  • Digital archives
  • Restriction on access
  • Reference services and researchers
  • Working with volunteers
  • Developing an archives management programme

  
  

  What you need to know

  • We will use Microsoft Teams as the platform.
  • You will need a microphone and webcam/video as interaction with others on the course is necessary and strongly encouraged.
  • You will need a quiet space so there are no distractions for the participants.
  • Sessions are limited to 4 - 8 participants
  • If minimum numbers aren’t met, we’ll postpone and transfer all registrations to the next intake.
  • You will receive an email with a link to each session.
  • We recommend you log in ten minutes before the training session starts to ensure that you can hear and see everything.

  
  

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

  Show details
• ALGIM Training Session: Microsoft 365 Purview eDiscovery

  • Start
    23 Jul 2026
  •  
  • End
    24 Jul 2026
  •  
  • Schedule
    2 sessions
  • Location
    Microsoft Teams
  • Spaces left
    10

  Register

  This instructor led course will teach you how-to use Microsoft Purview eDiscovery tools in detail.

  Learn how to carry out investigations across Microsoft 365 data for Information Requests, DSARS, FOI requests and other purposes.

  Microsoft 365 includes 4 different search tools:

  • Content Search 
  • eDiscovery (Standard) 
  • eDiscovery (premium) 
  • User Data Search 

  All of which can be used to find information stored across SharePoint, Teams, Exchange and Viva Engage.

  This short course will teach you how to use all four of these tools with special focus on the use of eDiscovery (Premium) to support your investigation requirements.

  eDiscovery (Premium) provides an end-to-end workflow to preserve, collect, analyse, review, and export content in response to your organisation’s internal and external investigations. It also includes features to manage the entire legal hold notification workflow, to communicate with custodians involved in a case.

  By collecting data from the source with the eDiscovery tools, you can search the live Microsoft 365 platform to quickly find what you need. Intelligent, machine learning capabilities such as deep indexing, email threading, and near duplicate detection also help you reduce large volumes of data to a relevant data set.

  This short course covers the entire process end-to-end including: 

  • Search setup 
  • Results refinement 
  • Content hold 
  • Export and communication.

  
  

  About our presenter Andrea McIntosh, Leadership Through Data

  

  Andrea has worked in information and technology management for over two decades. As an experienced Information Manager, mainly in the public records space, she brings extensive experience in strategy, information and data architecture, and project delivery. As a skilled trainer and business coach, she shares her passion for information and records management and empowers others around her.  Increasing stakeholder engagement and bringing people along on the journey, while delivering pragmatic solutions with sustainable information management at the heart of them is always the aim. Andrea is also actively involved in the development of IM standards and delivery of support to the sector in this space.

  Course outline:

  • Tell the differences between Content Search, eDiscovery (Standard), User Data Search & eDiscovery (Premium) 
  • Carry out searches using all 4 tools 
  • Refine results using eDiscovery (Premium) search tools 
  • Refine results using deduplication controls and other eDiscovery case settings 
  • Control access to an eDiscovery (Premium) Case 
  • Manage Legal Hold using eDiscovery (Premium) 
  • Send hold notifications using eDiscovery (Premium) 
  • Export and mange case reports 
  • Export and manage case results

  
  

  What you need to know

  • CPD Points: 3
  • Course level: Foundation
  • Platform: Microsoft Teams will be used for this training session. You will receive a Teams Meeting link prior to the training date. 
  • Sessions are limited to 6 - 10 participants. If minimum numbers aren’t met, we’ll postpone and transfer all registrations to the next intake.
  • We recommend you log in ten minutes before the training session starts to ensure there are no tech issues.
  • 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.

  
  

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

  Show details
• ALGIM Training Session: Disposing of Public Records

  • Start
    7 Aug 2026
  •  
  • End
    14 Aug 2026
  •  
  • Schedule
    4 sessions
  • Location
    Microsoft Teams
  • Spaces left
    6

  Register

  This intermediate course is designed for IM Practitioners who are responsible for managing the disposal of information and records within their organisation.

  The course explores the principles and practices involved with the disposal of information and records management across both the physical, and digital environments. It also covers the legal requirements relating to disposal in New Zealand, the processes involved in disposal, and how to use the Archives New Zealand General Disposal Authorities (GDAs). It also explores the process to develop and implement your own organisation-specific disposal authority.

  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.

  
  

  What you need to know

  • Online sessions – all run from 9:00 AM - 10:30 AM
  • We will use Microsoft Teams as the platform.
  • You will need a microphone and webcam/video as interaction with others on the course is necessary and strongly encouraged.
  • You will need a quiet space so there are no distractions for the participants.
  • Sessions are limited to 4 - 8 participants. If minimum numbers aren’t met, we’ll postpone and transfer all registrations to the next intake.
  • You will receive an email with a link to each session.
  • We recommend you log in ten minutes before the training session starts to ensure that you can hear and see everything.

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

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

  • Start
    7 Aug 2026
  •  
  • End
    14 Aug 2026
  •  
  • Schedule
    4 sessions
  • 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 11:00 AM - 12:30 PM

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

  
  

  What you need to know

  • Visit the IM Toolkit to download a copy of the ALGIM BP06 Disposal Schedule – this is a requirement for this course: ALGIM Inc - IM Toolkit
  • We will use Microsoft Teams as the platform.
  • You will need a microphone and webcam/video as interaction with others on the course is necessary and strongly encouraged.
  • You will need a quiet space so there are no distractions for the participants.
  • Sessions are limited to 4 - 8 participants. If minimum numbers aren’t met, we’ll postpone and transfer all registrations to the next intake.
  • You will receive an email with a link to each session.
  • We recommend you log in ten minutes before the training session starts to ensure that you can hear and see everything.

  
  

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

  Show details
• ALGIM Training Session: Data Driven Storytelling

  • Start
    13 Aug 2026
  •  
  • End
    20 Aug 2026
  •  
  • Schedule
    2 sessions
  • Location
    Microsoft Teams
  • Spaces left
    8

  Register

  Course Overview

  • All organisations have a wealth of data to draw upon to create engaging content, but knowing where to start is a challenge. This interactive workshop has been designed for policy, design, and engagement professionals who want to incorporate charts, graphs, and infographics into their content, but do not have a background in statistics.
  • Participants will be given a powerful new framework to identify data-rich storytelling opportunities, and learn how to collaborate more effectively with colleagues to produce unique, compelling, and accessible content.
  • The workshop incorporates individual and group activities to refine and develop your data-driven storytelling skills.

  
  

  Module 1:

  • A (very) short history of data visualisation
  • Important terms and definitions
  • The eight key plots of data-driven storytelling

  
  Module 2:

  • The eight key plots of data-driven storytelling (continued)
  • Data visualisation accessibility considerations
  • Design dos and don’ts
  • Tying it all together – devising data-rich content for your next campaign or project

  
  

  Online Course Structure & Information:

  • Time: 1:00 PM - 4:00 M (NZST)
  • Dates:
  • • Session 1 - Thursday 13 August 2026.
    • Session 2 - Thursday 20 August 2026
  • Price: $649 + GST
  • 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.
  • You will receive an email with a link to each sessions
  • We recommend you log in ten minutes before the training session starts to ensure that you can hear and see everything.
  • Sessions are limited to 8 - 12 participants.
  • If minimum numbers aren’t met, we’ll postpone and transfer all registrations to the next intake.

  
  

  If you have any issues, please contact training@algim.org.nz

  Show details
• ALGIM Training Session: Taxonomy Development for Local Authorities

  • Start
    17 Aug 2026
  •  
  • End
    24 Aug 2026
  •  
  • Schedule
    4 sessions
  • 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 – 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 Microsoft Teams as the platform.
  • You will need a microphone and webcam/video as interaction with others on the course is necessary and strongly encouraged.
  • You will need a quiet space so there are no distractions for the participants.
  • Sessions are limited to 4 - 8 participants. 
    • If minimum numbers aren’t met, we’ll postpone and transfer all registrations to the next intake.
  • You will receive an email with a link to each session.
  • We recommend you log in ten minutes before the training session starts to ensure that you can hear and see everything.

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

  Show details
• ALGIM Disposal Schedule Interpretation and Implementation Workshop

  • Start
    17 Aug 2026
  •  
  • End
    21 Aug 2026
  •  
  • Schedule
    2 sessions
  • Location
    Microsoft Teams

  Register

  This workshop is designed for those that have already completed the ALGIM course Disposal of Local Authority Information and Records and are in the midst, or about to start implementation of the disposal schedule.

  
  

  The focus will be on the practical interpretation and overarching implementation processes for the ALGIM disposal schedule.

  
  

  About our presenter Kerri Siatiras, Siatiras Consulting

  

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

  
  

  Online sessions – all run from 11:00 AM - 12:30 PM

  • Revisit how to read and understand the schedule
  • Revisit how to customise the schedule
  • Setting up your own ”implementation version”
  • Tips for mapping the disposal schedule to your taxonomy/classification structure
  • Implementation process overview
  • Exploring real world scenarios (these will be based on queries submitted by those registered prior to the workshop)

  
  

  What you need to know

  • Prerequisite: Please make sure that you have already completed the ALGIM Disposal of Local Authority Information and Records course.

  • Please ensure you have the latest version of the ALGIM Disposal Schedule module (BP06) downloaded and available for use.

  • Please supply us with questions/queries/issues you are facing with disposal implementation presently. Send your questions/queries/issues to service@algim.org.nz at least two days before the course begins so we can discuss at the workshops.

  
  

  • We will use Microsoft Teams as the platform.

  • You will need a quiet space so there are no distractions for the participants.

  • You will need a microphone and webcam/video as interaction with others on the course is necessary and strongly encouraged.

  • We recommend you log in ten minutes before the training session starts to ensure that you can hear and see everything.

  • You will receive an email with a link to each session.

  • If minimum numbers aren’t met, we’ll postpone and transfer all registrations to the next intake.

  
  

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

  Show details
• ALGIM Training Session: Microsoft 365 SharePoint Super User

  • Start
    20 Aug 2026
  •  
  • End
    21 Aug 2026
  •  
  • Schedule
    2 sessions
  • Location
    Microsoft Teams
  • Spaces left
    10

  Register

  SharePoint is the technology the powers all file storage in Microsoft 365 including OneDrive, SharePoint and Teams. As an administrator or manager it is important to understand the structure and features of SharePoint Online to enable your organisation to maximise the benefit of files in the Microsoft 365 Cloud.

  This course has been designed to give you a thorough understanding of the basic SharePoint building blocks plus experience and understanding of creating a SharePoint Architecture.

  About our presenter Kunal Kankariya, Leadership Through Data

  Kunal joined LTD in 2020 and is the creator of our Microsoft 365 Information Privacy & Protection Training – All You Need to Know. Kunal Kankariya, is a Microsoft 365 Solution Architect and a Microsoft Certified Trainer offering 11+ years’ experience in comprehensive architecture and adoption of Microsoft 365 Solutions. An attentive collaborator and communicator from project conception to completion. I am creative in devising solutions to improve business operations and meet clients’ technical needs maximizing the Microsoft product capabilities and minimizing customisations. I am a seasoned team leader possessing the technical and interpersonal skills to provide exceptional project guidance to delivery and business adoption. I am a Microsoft certified expert and a prolific speaker at various events on evolving Microsoft technologies.

  Course outline:

  Admin Centres 

  • Introduction to the M365 Admin Centre
  • Admin Centre Exercises  

  Document Libraries 

  • Columns and Termstore
  • Advanced View Syntax and Alerts
  • Advanced Settings
  • Document Sets
  • Document Library Exercises  

  Content Types & Templates 

  • Overview
  • Content Type & Template Exercises        

  Lists 

  • List Creation and Editing Methods
  • Using a List in Excel
  • Legacy Apps
  • Other Legacy Functionality
  • List Exercises 

  Advanced Permissions 

  • Breaking Permissions & Sharing Settings
  • Creating New Groups
  • Creating New Levels
  • External Users
  • Exercises  

  Pages, Templates & Dynamic Web Parts 

  • Overview
  • Page Exercises  

  Workflows & Automation 

  • Overview: Power Automate
  • Overview: Approval Centre
  • Exercises using built-in Workflows
  • PowerApps Exercises 

  
  

  What you need to know

  • CPD Points: 6
  • Course level: Intermediate
  • Platform: Microsoft Teams will be used for this training session. You will receive a Teams Meeting link prior to the training date. 
  • Sessions are limited to 6 - 10 participants
  • We recommend you log in ten minutes before the training session starts to ensure there are no tech issues.
  • 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.

  
  

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

  Show details
• ALGIM Training Session: Introducing Information Management for CCO's

  • Start
    26 Aug 2026
  •  
  • End
    11 Sep 2026
  •  
  • Schedule
    7 sessions
  • Location
    Microsoft Teams
  • Spaces left
    5

  Register

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

  The course explores all the basics of information management across both the physical, and digital environments, from creation through to disposal.  It also covers the role IM practitioners play in their organisation, and how good IM contributes to and supports the overall functions and goals of the local authority and CCO's.

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

  About our presenter Kerri Siatiras, Siatiras Consulting

  

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

  
  

  Online sessions – all run from 9:00am – 10:30am

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

  
  

  What you need to know

  • We will use Microsoft Teams as the platform.
  • You will need a microphone and webcam/video as interaction with others on the course is necessary and strongly encouraged.
  • You will need a quiet space so there are no distractions for the participants.
  • Sessions are limited to 4 - 8 participants
  • If minimum numbers aren’t met, we’ll postpone and transfer all registrations to the next intake.
    
  • You will receive an email with a link to each session.
  • We recommend you log in ten minutes before the training session starts to ensure that you can hear and see everything

  
  

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

  Show details
• ALGIM Training Session: Microsoft 365 Purview Information Protection and Data Loss Prevention

  • Start
    2 Sep 2026
  •  
    9:30 AM
  • End
    4 Sep 2026
  •  
    1:00 PM
  • Location
    Microsoft Teams
  • Spaces left
    10

  Register

  On this training course you will explore all the content within the suite of Microsoft 365 products. It will take a deep look at the Information Protection tool and Data Loss Prevention tool, showcase their capabilities and teach you how to deploy them.

  • This course will help if you are currently deploying IP or DLP tools or rethinking previous deployment given the changes in the capabilities available.
  • This course is suitable for anyone planning, managing or deploying IP and DLP tools.
  • This includes information governance, IT, Project Management, InfoSec and Privacy specialists.

  
  

  About our presenter Andrea McIntosh, Leadership Through Data

  

  Andrea has worked in information and technology management for over two decades. As an experienced Information Manager, mainly in the public records space, she brings extensive experience in strategy, information and data architecture, and project delivery. As a skilled trainer and business coach, she shares her passion for information and records management and empowers others around her.  Increasing stakeholder engagement and bringing people along on the journey, while delivering pragmatic solutions with sustainable information management at the heart of them is always the aim. Andrea is also actively involved in the development of IM standards and delivery of support to the sector in this space.

  
  

  Course outline:

  • An introduction to information privacy and protection in M365
  • Understanding Sensitive Information Types
  • Understanding sharing capabilities with external users and underlying protection tools
  • Managing information protection through sensitivity labels
  • Introduction to Data Loss Prevention policies
  • Managing information risks through Data Loss Prevention
  • Customer lockbox implementation
  • Manage and Protect cloud applications

  
  

  
  

  What you need to know

  • CPD Points: 12
  • Course level: Intermediate
  • Platform: Microsoft Teams will be used for this training session. You will receive a Teams Meeting link prior to the training date. 
  • Sessions are limited to 5 - 10 participants
  • We recommend you log in ten minutes before the training session starts to ensure there are no tech issues.
  • 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.

  
  

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

  Show details
• ALGIM Training Session: Developing an Information Management Strategy

  • Start
    9 Sep 2026
  •  
  • End
    21 Oct 2026
  •  
  • Schedule
    7 sessions
  • 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.
  • Weeks 5-6 - Outside of class sessions - develop a 90-day action plan and start developing your IM strategy.
  • Week 7 online session - Includes realistic goals, measure improvements and next steps.
  • Weeks 5-6 - Outside of class sessions - develop a 90-day action plan and start developing your IM strategy.
  • Week 7 online session - Includes realistic goals, measure improvements and next steps.
  • Two follow-up sessions - At an agreed date with the trainer.

  
  

  Dates for online sessions - all run from 9:00 AM - 10.30 AM

  • Wednesday 9th September 2026
  • Friday  11th September 2026
  • Monday 14th September 2026
  • Wednesday 30th September 2026
  • Friday 2nd October 2026
  • Monday 5th October 2026
  • Wednesday 21st October 2026

  
  

  What you need to know:

  • We will use Microsoft Teams as the platform.
  • You will need a microphone and webcam/video as interaction with others on the course is necessary and strongly encouraged.
  • You will need a quiet space so there are no distractions for the participants.
  • Sessions are limited to 4 -8 participants
  • You will receive an email with a link to each session.
  • We recommend you log in ten minutes before the training session starts to ensure that you can hear and see everything

  
  

  If you have any issues, please contact training@algim.org.nz

  Show details
• ALGIM Training Session: Microsoft 365 Purview Records Management

  • Start
    14 Sep 2026
  •  
    9:30 AM
  • End
    16 Sep 2026
  •  
    1:00 PM
  • Location
    Microsoft Teams
  • Spaces left
    10

  Register

  If you’re responsible for the management of information in Microsoft 365, or the design and adoption of Microsoft 365 for information management, this course is for you.

  This course has been designed by Records Managers for Records Managers and is built around standards. It covers Microsoft Purview.

  Learn how to design, configure and implement Microsoft 365 to get the most of its features and gain an understanding of coverage for existing standards.

  This course will explore the information management features of Microsoft 365, including licensing requirements and information architecture requirements to support information governance.

  About our presenter Andrea McIntosh, Leadership Through Data

  

  Andrea has worked in information and technology management for over two decades. As an experienced Information Manager, mainly in the public records space, she brings extensive experience in strategy, information and data architecture, and project delivery. As a skilled trainer and business coach, she shares her passion for information and records management and empowers others around her.  Increasing stakeholder engagement and bringing people along on the journey, while delivering pragmatic solutions with sustainable information management at the heart of them is always the aim. Andrea is also actively involved in the development of IM standards and delivery of support to the sector in this space.

  
  

  Course outline:

  Module 1

  • Records Management and M365
  • Microsoft 365 Environment
  • Modern Collaboration Architecture
  • Considerations in a cloud world
  • Data Governance within M365
  • Microsoft 365 Information Architecture
  • Relationship between Teams & SharePoint
  • Metadata and Content types
  • Making the most of metadata

  Module 2

  • Microsoft Purview
  • Records Management Overview
  • Records Management Features
  • Retention Policies
  • Retention Labels
  • Static and Adaptive scopes
  • File Plans
  • Retention triggers including event triggers
  • Labels declaring records

  Module 3

  • Auto-application of retention labels
  • Retention labels vs Retention Policies
  • Principles of retention
  • Disposition options
  • Best practice for retention labels and policies
  • Licensing requirements for RM
  • M365 records management limitations

  Module 4

  • eDiscovery
  • Data Loss Prevention (DLP)
  • Dashboards, audit log and reporting
  • Which license do we need
  • Planning for change
  • Working together with IT
  • M365 Assessment against key RM standards

  
  

  
  

  What you need to know

  • CPD Points: 12
  • Course level: Intermediate
  • Platform: Microsoft Teams will be used for this training session. You will receive a Teams Meeting link prior to the training date. 
  • Prerequisites: This is an advanced Microsoft 365 course and assumes you are already:  
    • Familiar with using Microsoft 365 for file storage including SharePoint (if not, please see our Microsoft 365 SharePoint Super User Training Course) 
    • Familiar with editing document metadata (properties) in SharePoint (if not, please see our Microsoft 365 SharePoint Super User Training Course) 
    • Familiar with information life cycles and records management in general terms (if not, please see our Records Management Training Course)
  • Sessions are limited to 4 - 10 participants. If minimum numbers aren’t met, we’ll postpone and reschedule the session.
  • We recommend you log in ten minutes before the training session starts to ensure there are no tech issues.
  • 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.

  
  

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

  Show details
• ALGIM Training Session: Introduction to Information Management

  • Start
    16 Sep 2026
  •  
  • End
    30 Sep 2026
  •  
  • Schedule
    7 sessions
  • 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 - course overview, defining IM and record-keeping
  • Session 2 - legislation and standards
  • Session 3 - storage and handling, disaster recovery and business continuity planning
  • Session 4 - creation and control using classification structures, physical file management
  • Session 5 - metadata, email management, databases
  • Session 6 - shared network drives, electronic document management systems, digitalisation
  • Session 7 - managing non-current information, disposal of information, archives 

  
  

  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.

  What you need to know:

  • We will use Microsoft Teams as the platform.
  • You will need a microphone and webcam/video as interaction with others on the course is necessary and strongly encouraged.
  • You will need a quiet space so there are no distractions for the participants.
  • Sessions are limited to 4 - 8 participants. If minimum numbers aren’t met, we’ll postpone and transfer all registrations to the next intake.
  • You will receive an email with a link to each session.
  • We recommend you log in ten minutes before the training session starts to ensure that you can hear and see everything.

  
  

  If you have any issues, please contact training@algim.org.nz

  Show details
• ALGIM Training Session: Microsoft 365 Purview eDiscovery

  • Start
    23 Sep 2026
  •  
    9:30 AM
  • End
    24 Sep 2026
  •  
    1:00 PM
  • Location
    Microsoft Teams
  • Spaces left
    10

  Register

  This instructor led course will teach you how-to use Microsoft Purview eDiscovery tools in detail.

  Learn how to carry out investigations across Microsoft 365 data for Information Requests, DSARS, FOI requests and other purposes.

  Microsoft 365 includes 4 different search tools:

  • Content Search 
  • eDiscovery (Standard) 
  • eDiscovery (premium) 
  • User Data Search 

  All of which can be used to find information stored across SharePoint, Teams, Exchange and Viva Engage.

  This short course will teach you how to use all four of these tools with special focus on the use of eDiscovery (Premium) to support your investigation requirements.

  eDiscovery (Premium) provides an end-to-end workflow to preserve, collect, analyse, review, and export content in response to your organisation’s internal and external investigations. It also includes features to manage the entire legal hold notification workflow, to communicate with custodians involved in a case.

  By collecting data from the source with the eDiscovery tools, you can search the live Microsoft 365 platform to quickly find what you need. Intelligent, machine learning capabilities such as deep indexing, email threading, and near duplicate detection also help you reduce large volumes of data to a relevant data set.

  This short course covers the entire process end-to-end including: 

  • Search setup 
  • Results refinement 
  • Content hold 
  • Export and communication.

  
  

  About our presenter Andrea McIntosh, Leadership Through Data

  

  Andrea has worked in information and technology management for over two decades. As an experienced Information Manager, mainly in the public records space, she brings extensive experience in strategy, information and data architecture, and project delivery. As a skilled trainer and business coach, she shares her passion for information and records management and empowers others around her.  Increasing stakeholder engagement and bringing people along on the journey, while delivering pragmatic solutions with sustainable information management at the heart of them is always the aim. Andrea is also actively involved in the development of IM standards and delivery of support to the sector in this space.

  Course outline:

  • Tell the differences between Content Search, eDiscovery (Standard), User Data Search & eDiscovery (Premium) 
  • Carry out searches using all 4 tools 
  • Refine results using eDiscovery (Premium) search tools 
  • Refine results using deduplication controls and other eDiscovery case settings 
  • Control access to an eDiscovery (Premium) Case 
  • Manage Legal Hold using eDiscovery (Premium) 
  • Send hold notifications using eDiscovery (Premium) 
  • Export and mange case reports 
  • Export and manage case results

  
  

  What you need to know

  • CPD Points: 3
  • Course level: Foundation
  • Platform: Microsoft Teams will be used for this training session. You will receive a Teams Meeting link prior to the training date. 
  • Sessions are limited to 6 - 10 participants. If minimum numbers aren’t met, we’ll postpone and transfer all registrations to the next intake.
  • We recommend you log in ten minutes before the training session starts to ensure there are no tech issues.
  • 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.

  
  

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

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

  • Start
    9 Oct 2026
  •  
  • End
    16 Oct 2026
  •  
  • Schedule
    4 sessions
  • 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 11:00 AM - 12:30 PM

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

  
  

  What you need to know

  • Visit the IM Toolkit to download a copy of the ALGIM BP06 Disposal Schedule – this is a requirement for this course: ALGIM Inc - IM Toolkit
  • We will use Microsoft Teams as the platform.
  • You will need a microphone and webcam/video as interaction with others on the course is necessary and strongly encouraged.
  • You will need a quiet space so there are no distractions for the participants.
  • Sessions are limited to 4 - 8 participants. If minimum numbers aren’t met, we’ll postpone and transfer all registrations to the next intake.
  • You will receive an email with a link to each session.
  • We recommend you log in ten minutes before the training session starts to ensure that you can hear and see everything.

  
  

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

  Show details
• ALGIM Training Session: Microsoft 365 CoPilot for Information Managers

  • When
    13 Oct 2026
  •  
    9:30 AM - 1:00 PM
  • Location
    Microsoft Teams

  Register

  Microsoft Copilot is a powerful AI tool designed to revolutionize the way we work. The real opportunity is to not only transform personal productivity, but lift the capability of an entire organization.

  Copilot sets a new baseline, one where every employee gains the skills to write, design, code, analyse data, and more, amplifying expertise and taking work from good to exceptional.

  In this course, created specifically for information managers, you’ll gain a solid understanding of how to handle compliance aspects of Microsoft 365 Copilot’s functionalities through the Microsoft Pivot Compliance Portal.

  This course will enable you to strategically integrate Microsoft 365 Copilot into your information management processes to ensure its compliant use within your organization.

  About our presenter Andrea McIntosh, Leadership Through Data

  

  Andrea has worked in information and technology management for over two decades. As an experienced Information Manager, mainly in the public records space, she brings extensive experience in strategy, information and data architecture, and project delivery. As a skilled trainer and business coach, she shares her passion for information and records management and empowers others around her.  Increasing stakeholder engagement and bringing people along on the journey, while delivering pragmatic solutions with sustainable information management at the heart of them is always the aim. Andrea is also actively involved in the development of IM standards and delivery of support to the sector in this space.

  Course outline

  • Introduction 
  • What is Microsoft 365 Copilot? 
  • Microsoft 365 Copilot Overview 
  • Data, Privacy & Security For Microsoft 365 Copilot 
  • Get Ready For Microsoft 365 Copilot 
  • Microsoft 365 Copilot Settings Configuration 
  • Microsoft 365 Copilot Configuration For Teams Meetings 
  • Microsoft 365 Copilot Interactions Audit 
  • Microsoft 365 Copilot eDiscovery 
  • Microsoft 365 Copilot Data Retention 
  • Microsoft 365 Copilot Communication Compliance 
  • Wrap Up

  
  

  What you need to know

  • CPD Points: 6
  • Course level: Foundation
  • Platform: Microsoft Teams will be used for this training session. You will receive a Teams Meeting link prior to the training date. 
  • Sessions are limited to 5 - 10 participants
  • We recommend you log in ten minutes before the training session starts to ensure there are no tech issues.
  • 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.

  
  

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

  Show details
• ALGIM Training Session: Microsoft 365 SharePoint Fundamentals

  • Start
    14 Oct 2026
  •  
    9:30 AM
  • End
    15 Oct 2026
  •  
    1:00 PM
  • Location
    Microsoft Teams
  • Spaces left
    10

  Register

  SharePoint is the technology the powers all file storage in Microsoft 365 including OneDrive, SharePoint and Teams.

  This course has been designed to give you the core skills for working with and managing files stored in SharePoint as well as creating and managing a SharePoint site.

  You will learn how to create and edit documents and pages as well as work with Microsoft Lists.

  This course will provide the novice user with a thorough understanding of the basic SharePoint building blocks of Lists, Libraries, Pages and Columns plus experience and understanding of the settings and permissions available in a SharePoint site.

  This course provides hands on experience working as both a user of a SharePoint site and as a SharePoint Site Owner to give you the skills and knowledge need to work effectively with SharePoint in Microsoft 365.

  About our presenter Andrea McIntosh, Leadership Through Data

  

  Andrea has worked in information and technology management for over two decades. As an experienced Information Manager, mainly in the public records space, she brings extensive experience in strategy, information and data architecture, and project delivery. As a skilled trainer and business coach, she shares her passion for information and records management and empowers others around her.  Increasing stakeholder engagement and bringing people along on the journey, while delivering pragmatic solutions with sustainable information management at the heart of them is always the aim. Andrea is also actively involved in the development of IM standards and delivery of support to the sector in this space.

  Course outline:

  
  

  Creating and Navigating a SharePoint Site

  • Create a SharePoint Site
  • Navigate a SharePoint Site
  • Navigate Between SharePoint Sites
  • Access Site Settings

  Permissions and Access Controls
  

  • Default SharePoint Permissions
  • Adding and Removing Owners, Members and Visitors

  Libraries
  

  • Use a Document Library to Work with Files including
  • Upload
  • Create
  • Delete
  • Edit
  • Rename
  • Move & Copy
  • Enter and Edit File Properties

  Set Alerts
  

  • Create Filters and Views
  • Create a Document Library
  • Create and Modify Columns

  Lists
  

  • Create a List
  • Create and Modify Columns
  • Set Alerts
  • Create Filters and Views
  • Sort Lists

  Pages
  

  • Create a Page
  • Modify a Page
  • Promote a Page

  
  

  What you need to know

  • CPD Points: 6
  • Course level: Foundation
  • Platform: Microsoft Teams will be used for this training session. You will receive a Teams Meeting link prior to the training date. 
  • Sessions are limited to 5 - 10 participants. If minimum numbers aren’t met, we’ll postpone and reschedule the session.
  • We recommend you log in ten minutes before the training session starts to ensure there are no tech issues.
  • 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.

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

  Show details
• ALGIM Training Session: IM Monitoring and Reporting

  • Start
    2 Nov 2026
  •  
  • End
    11 Nov 2026
  •  
  • Schedule
    4 sessions
  • 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.

  
  

  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

  • Online sessions – all run from 9:00am – 10:30am
    
  • We will use Microsoft Teams as the platform.
  • You will need a microphone and webcam/video as interaction with others on the course is necessary and strongly encouraged.
  • You will need a quiet space so there are no distractions for the participants.
  • Sessions are limited to 4 - 8 participants. If minimum numbers aren’t met, we’ll postpone and transfer all registrations to the next intake.
  • You will receive an email with a link to each session.
  • We recommend you log in ten minutes before the training session starts to ensure that you can hear and see everything.

  
  

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

  Show details