ALGIM Inc upcoming events

ALGIM Training Session: Microsoft 365 SharePoint Super User (12 May 2026)

Tue, 12 May 2026 01:30:00 GMT

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.
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

Registrations made after 2pm on the day prior to commencement of this training must be followed up with an email to admin@algim.org.nz

ALGIM Training Session: Microsoft 365 SharePoint Super User (13 May 2026)

Wed, 13 May 2026 01:30:00 GMT

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

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.
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

Registrations made after 2pm on the day prior to commencement of this training must be followed up with an email to admin@algim.org.nz

ALGIM Training Session: Microsoft 365 Teams Information Governance and Protection (14 May 2026)

Thu, 14 May 2026 02:00:00 GMT

The majority of companies have successfully rolled out Microsoft Teams to enable their businesses to operate and communicate more effectively. Without the appropriate information governance in place organisations will struggle to successfully manage their information. We have seen many companies that are are now looking at retrospective governance for Microsoft Teams.

This training course aims to help with this need, and will walk you through the guidance required to understand the appropriate ways to use Microsoft Teams and to manage data inside it.

This course includes a brief introduction to governance, the archiving and disposal of teams, and will look at the security and compliance centre.

This course also offers top tips and practical demonstrations.

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

Teams Apps
Private Channels
External Access
Guest Access
Conditional Access Policy
MS Teams: Where is the Data
Information Protection Tools
Data Loss Prevention (DLP)
Communications Compliance
Cloud Security

What you need to know

CPD Points: 6
Course level: Foundation
Number of sessions: 2
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: 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

Registrations made after 2pm on the day prior to commencement of this training must be followed up with an email to admin@algim.org.nz

ALGIM Training Session: Microsoft 365 Teams Information Governance and Protection (15 May 2026)

Fri, 15 May 2026 02:00:00 GMT

This training course aims to help with this need, and will walk you through the guidance required to understand the appropriate ways to use Microsoft Teams and to manage data inside it.

This course includes a brief introduction to governance, the archiving and disposal of teams, and will look at the security and compliance centre.

This course also offers top tips and practical demonstrations.

About our presenter Andrea McIntosh, Leadership Through Data

Course outline

Teams Apps
Private Channels
External Access
Guest Access
Conditional Access Policy
MS Teams: Where is the Data
Information Protection Tools
Data Loss Prevention (DLP)
Communications Compliance
Cloud Security

What you need to know

CPD Points: 6
Course level: Foundation
Number of sessions: 2
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: 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

Registrations made after 2pm on the day prior to commencement of this training must be followed up with an email to admin@algim.org.nz

ALGIM Training Session: Microsoft 365 SharePoint Fundamentals (15 Jun 2026)

Sun, 14 Jun 2026 21:30:00 GMT

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

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 service@algim.org.nz

ALGIM Training Session: Microsoft 365 SharePoint Fundamentals (16 Jun 2026)

Mon, 15 Jun 2026 21:30:00 GMT

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.

About our presenter Andrea McIntosh, Leadership Through Data

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 service@algim.org.nz

ALGIM Training Session: Microsoft 365 Purview Records Management (14 Sep 2026)

Sun, 13 Sep 2026 21:30:00 GMT

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

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