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Unlock the Power of Microsoft 365 with Strong Information Governance
Microsoft Teams and SharePoint Online are essential collaboration tools, but without the right governance, they can become information management challenges. Specialised Microsoft 365 training, delivered in partnership with Leadership Through Data, equips IM and ICT staff working in New Zealand councils with the skills to manage access, retention, compliance, and security effectively.
Current course Options:
Microsoft 365 Copilot for Information Managers
Microsoft 365 Teams Information Governance and Protection
Microsoft 365 SharePoint Fundamentals
Microsoft 365 Information Architecture
Microsoft 365 SharePoint Super User
Microsoft 365 Purview Records Management
Microsoft 365 Purview eDiscovery
Microsoft 365 Purview Information Protection and Data Loss Prevention
Meet the trainerAndrea McIntoshAndrea 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. |
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Course Pricing (excluding GST)
| ALGIM Member Pricing | ALGIM Non-Member Pricing |
| $495 | $569 |
Course Outline
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What you will achieve after going on the course Enhanced Data Analysis and Insights: You will be able to leverage Microsoft 365 Copilot to analyse large datasets efficiently, gaining valuable insights that can drive informed decision-making. This includes using AI-powered tools to identify trends, patterns, and anomalies in data, which can help in optimizing business processes and strategies. Improved Compliance and Data Governance: You will learn to manage compliance aspects of Microsoft 365 Copilot’s functionalities through the Microsoft Purview Compliance Portal. This ensures that data handling practices align with regulatory requirements, reducing the risk of non-compliance penalties and enhancing overall data governance. Streamlined Information Management: You will gain skills to strategically integrate Microsoft 365 Copilot into your information management processes. This includes automating routine tasks, improving data organization, and ensuring that information is easily accessible and secure, leading to increased operational efficiency. ___________________________________________________________________________________________________________ |
Microsoft 365 Teams Information Governance and ProtectionOverview 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. Register Here Microsoft 365 Teams Information Governance and Protection, 14th - 15th May 2026 (9:30AM - 1:00PM) Course Pricing (excluding GST)
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Course Outline
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What you will achieve after going on the course Enhanced Compliance: By mastering the principles and practices taught in the course, you will be able to ensure that your organisation adheres to regulatory requirements and industry standards, thereby mitigating risks and avoiding penalties. Improved Data Security: The course equips you with advanced knowledge and skills to safeguard your organisation’s sensitive information within Microsoft Teams, protecting it from unauthorised access, breaches, and other security threats. Streamlined Information Management: Learn how to efficiently manage and organise your data, reducing redundancy and improving accessibility, which ultimately leads to better decision-making and increased productivity within your team. ___________________________________________________________________________________________________________ |
Microsoft 365 SharePoint FundamentalsOverview 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. Register Here Microsoft 365 SharePoint Fundamentals, 3rd - 4th February 2026 (9:30AM - 1:00PM) Microsoft 365 SharePoint Fundamentals, 15th - 16th June 2026 (9:30AM - 1:00PM) Course Pricing (excluding GST)
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Course Outline What is SharePoint in Microsoft 365?
Creating and Navigating a SharePoint Site
Permissions and Access Controls
| Libraries
Lists
Pages
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What you will achieve after going on the course Comprehensive Understanding of SharePoint Online: Gain the ability to create and manage sites, libraries, lists, and pages, enhancing your ability to manage and collaborate on information effectively. Secure and Efficient Data Management: Learn how to configure permissions and integrate SharePoint with other Microsoft 365 applications, ensuring secure and efficient data management. Improved Information Architecture: Acquire best practices for information architecture, streamlining your organisation’s operations and improving overall productivity. |
_______________________________________________________________________________________________________________________ Microsoft 365 Information ArchitectureOverview You will learn key principles of Information Architecture for the governance of information within Microsoft 365. This course will take you through a process of developing an Information Architecture from discovery and strategy to embedding Information Architecture into your business. It considers how Information Architecture is used in an Information Management context. On this course we will explore how Information Architecture is practically applied the Microsoft 365, considering factors such as hubs, sites, structures, columns, content types and term sets. During the course you will get the opportunity to work through a scenario based on real life information architecture development projects. The course is best suited for practitioners who have some working knowledge of Microsoft 365, particularly SharePoint and Teams. For those unfamiliar with Microsoft 365 we recommend you attend the Microsoft 365 SharePoint Fundamentals or Microsoft 365 SharePoint Super User training before joining this course. This course is for Records Managers/Officers or any staff with information management responsibilities. Delegates might would include Records Management staff, Information Governance Officers and Information Managers. Register Here Microsoft 365 Information Architecture, 20th - 23rd April 2026 (9:30AM - 1:00PM) Course Pricing (excluding GST)
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Course Outline |
Section 1
Section 2
Section 3
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Section 5
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What you will achieve after going on the course Implement Robust Information Governance: You’ll learn to establish and enforce policies that ensure data integrity and compliance with regulatory requirements. This means you’ll be able to create a structured and secure information environment that supports your organisation’s governance needs. Optimise Data Accessibility: You’ll gain the skills to structure information in a way that makes it easily accessible to those who need it. This reduces the time spent searching for documents and improves decision-making speed, leading to more efficient operations. Enhance Collaboration: By organising data effectively, you’ll facilitate better collaboration within your teams and with external partners. This ensures that everyone has access to the information they need when they need it, fostering a more collaborative and productive work environment. ___________________________________________________________________________________________________________ |
Microsoft 365 SharePoint Super UserOverview 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. This course is ideal for you, if you are a new Site Administrator or need to understand what a Site Administrator can do. Delegates are expected to have access to SharePoint Online Admin Centre. Register Here Microsoft 365 SharePoint Super User, 5th - 6th May 2026 (1:30PM - 5:00PM) Course Pricing (excluding GST)
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Course Outline
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Admin Centres
Document Libraries
Content Types & Templates
Lists
| Advanced Permissions
Pages, Templates & Dynamic Web Parts
Workflows & Automation
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What you will achieve after going on the course Enhanced Decision-Making: By mastering SharePoint’s data management and analysis tools, you will be equipped to make informed decisions that drive your organisation’s success. The course will teach you how to harness data to identify trends, forecast outcomes, and develop strategic plans. Improved Collaboration: SharePoint’s advanced features facilitate seamless collaboration across teams and departments. You will learn how to create a data-driven culture that encourages information sharing, enhances communication, and boosts productivity. Increased Efficiency: Utilising data effectively can streamline processes and eliminate inefficiencies. The course will show you how to leverage SharePoint to automate workflows, manage projects, and optimise resource allocation, leading to significant time and cost savings. _______________________________________________________________________________________________________________________ |
Microsoft 365 Purview Records ManagementOverview 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. This is a intermediate Microsoft 365 course and assumes you are already familiar with:
Register Here Microsoft 365 Purview Records Management, 18th - 20th March 2026 (9:30AM - 1:00PM) Course Pricing (excluding GST)
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Course Outline This course is split into four modules and includes hands on experience in a Microsoft 365 training environment. You will be given an understanding of the most up to date technology underpinned by records management best practice and standards. |
Module 1:
Module 2:
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Module 4:
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What you will achieve after going on the course Implement Effective Records Management Policies: Clients will gain the skills to establish and enforce robust records management policies within their Microsoft 365 environment. This includes understanding retention policies, retention labels, and how to apply them effectively to ensure compliance and data integrity. Streamline Information Governance: Clients will learn to manage and govern information more efficiently by leveraging Microsoft 365’s records management features. This includes using metadata, content types, and file plans to organize and classify records, making it easier to locate and manage important information. Enhance Data Security and Compliance: Clients will be able to implement security measures and compliance controls to protect sensitive information and ensure that their records management practices align with regulatory requirements. This includes setting up retention triggers, managing disposition options, and understanding the principles of retention. _______________________________________________________________________________________________________________________ |
Microsoft Purview eDiscoveryOverview 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:
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. Register Here Microsoft 365 Purview eDiscovery, 12th - 13th March 2026 (9:30AM - 1:00PM) Course Pricing (excluding GST)
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Course Outline
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This course is for people with existing knowledge of investigation requirements and want to learn how to use the search features in the Microsoft Purview Compliance Portal to carry out investigations. |
What you will achieve after going on the course Conduct Thorough Investigations: You will be able to carry out detailed investigations across Microsoft 365 data for various purposes such as Information Requests, Data Subject Access Requests (DSARs), and Freedom of Information (FOI) requests. This includes using eDiscovery (Premium) to preserve, collect, analyse, review, and export content efficiently. Manage Legal Holds and Case Reports: You will gain the skills to send hold notifications, manage case reports, and export case results. This ensures that all relevant data is preserved and managed properly during legal proceedings. Optimize Search Capabilities: You will learn to use advanced search tools within Microsoft 365, such as Content Search and eDiscovery (Standard and Premium), to find information stored across SharePoint, Teams, Exchange, and Viva Engage. This enhances the ability to locate and retrieve important data quickly and accurately. _______________________________________________________________________________________________________________________ |
Course Outline
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What you will achieve after going on the course Enhanced Data Security: You will be able to implement robust data protection measures, ensuring sensitive information is safeguarded against breaches. This includes configuring and managing Data Loss Prevention (DLP) policies to prevent unauthorized sharing of sensitive data. Improved Compliance: You will learn to set up and manage compliance policies effectively, helping your organisation meet regulatory requirements. This reduces the risk of non-compliance penalties and ensures that data handling practices align with legal standards. Streamlined Data Management: You will gain skills to classify and manage data more efficiently, making it easier to locate and handle important information. This leads to quicker decision-making and less time wasted searching for data. _______________________________________________________________________________________________________________________ |
More Information
If you need more information or have any questions, please contact ALGIM at service@algim.org.nz
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This course will be fulfilled by our training partner Leadership Through Data who we have partnered with to deliver enhanced Microsoft 365 training. |