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Information Management Training for Non-Local Authority IM Practitioners

Overview

ALGIM has been involved in information management for decades. We know how complex it can be, and how difficult it is to keep up with professional and personal development.  So, we've worked closely with nationally renowned IM expert Kerri Siatiras to develop online courses for IM practitioners.

Current course options include:

All courses are delivered online, in real time with Kerri, and are reviewed and updated regularly to ensure that they are delivering the latest Information Management best practice.
 

The Information Management Learning Pathway below illustrates the levels and key concepts covered by each course.


Upcoming events

    • 30 Nov 2026
    • 9 Dec 2026
    • 4 sessions
    • Microsoft Teams
    • 6
    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.


    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 9:00 AM - 10:30 AM

    • Session 1 – Introduction to information assets
    • Session 2 – Developing an information asset register
    • Session 3 – Managing our information assets
    • Session 4 – Using an information asset register to support business activities


    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

    • 11 Dec 2026
    • 18 Dec 2026
    • 4 sessions
    • Microsoft Teams
    • 5
    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

      • 10 Feb 2027
      • 17 Feb 2027
      • 4 sessions
      • Microsoft Teams
      • 8
      Register

      This refresher course is designed for those who have attended one of our introductory information management courses – either Introducing IM for Local Authorities, or Introduction to IM for non-Local Authorities.

      The course provides a refresher on core IM concepts, and the legal environment we work in. We also explore common IM challenges and ways they can be addresses, relating to the ways in which we organise and manage our information, use electronic document management systems, digitisation, and, management non-current information and disposal. Throughout the sessions we also talk about the ways in which good information management supports the overall functions and goals of our organisations.

      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 9:00am – 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

        • 5 Mar 2027
        • 12 Mar 2027
        • 4 sessions
        • Microsoft Teams
        • 8
        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 11:00 AM - 12:30 PM
          • 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

          • 28 Apr 2027
          • 30 Apr 2027
          • 2 sessions
          • Microsoft Teams
          • 8
          Register

          This course is designed for executive sponsors and senior leaders alongside their IM managers/team leads.

          The course focuses on Information Governance and the tools and framework to support good governance, including the role of the Executive Sponsor. It also includes the management of IM accountabilities and risks, information asset management and IM monitoring and reporting.

          The course is divided into two 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 11:00am – 12:30pm
            • 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

            • 17 May 2027
            • 31 May 2027
            • 7 sessions
            • Microsoft Teams
            • 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

            • 28 Jun 2027
            • 9 Aug 2027
            • 7 sessions
            • Microsoft Teams
            • 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

            • Monday 28 June 2027
            • Wednesday 30 June 2027
            • Friday 2 July  2027
            • Monday 19 July 2027
            • Wednesday 21 July 2027
            • Friday 23 July 2027
            • Monday 9 August 2027


            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

              • 11 Oct 2027
              • 9:00 AM
              • 18 Oct 2027
              • 10:30 AM
              • Microsoft Teams
              • 8
              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.


              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 9:00 AM - 10:30 AM

              • Session 1 – Introduction to information assets
              • Session 2 – Developing an information asset register
              • Session 3 – Managing our information assets
              • Session 4 – Using an information asset register to support business activities


              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

              • 5 Nov 2027
              • 9:00 AM
              • 12 Nov 2027
              • 10:30 AM
              • Microsoft Teams
              • 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 9:00 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

                • 5 Nov 2027
                • 11:00 AM
                • 8 Nov 2027
                • 12:30 PM
                • Microsoft Teams
                • 8
                Register

                This course is designed for executive sponsors and senior leaders alongside their IM managers/team leads.

                The course focuses on Information Governance and the tools and framework to support good governance, including the role of the Executive Sponsor. It also includes the management of IM accountabilities and risks, information asset management and IM monitoring and reporting.

                The course is divided into two 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 11:00am – 12:30pm
                  • 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

                  • 1 Dec 2027
                  • 9:00 AM
                  • 8 Dec 2027
                  • 10:30 AM
                  • Microsoft Teams
                  • 8
                  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

                  Past events

                  9 Sep 2026 ALGIM Training Session: Developing an Information Management Strategy
                  7 Aug 2026 ALGIM Training Session: Disposing of Public Records
                  7 Aug 2026 ALGIM Training Session: Disposing of Public Records
                  22 Jun 2026 ALGIM Training Session: IM Monitoring and Reporting
                  22 Jun 2026 ALGIM Training Session: Information Asset Management
                  20 Apr 2026 ALGIM Training Session: Information Asset Management
                  3 Nov 2025 ALGIM Training Session: Introduction to Information Management
                  3 Nov 2025 ALGIM Training Session: Information Asset Management
                  11 Aug 2025 ALGIM Training Session: Disposing of Public Records
                  30 Jul 2025 ALGIM Training Session: Information Asset Management
                  4 Jul 2025 ALGIM Training Session: IM Monitoring and Reporting
                  16 Jun 2025 ALGIM Training Session: Introduction to Information Management
                  9 May 2025 ALGIM Training Session: Information Asset Management
                  9 May 2025 ALGIM Training Session: IM Monitoring and Reporting
                  24 Feb 2025 ALGIM Training Session: IM Monitoring and Reporting
                  8 Nov 2024 ALGIM Training Session: Information Asset Management
                  8 Nov 2024 ALGIM Training Session: IM Monitoring and Reporting
                  21 Oct 2024 ALGIM Training Session: Introduction to Information Management
                  9 Sep 2024 ALGIM Training Session: IM Monitoring and Reporting
                  19 Aug 2024 IM Training: Developing an Information Management Strategy
                  12 Aug 2024 ALGIM Training Session: Introduction to Information Management
                  5 Jul 2024 ALGIM Training Session: IM Monitoring and Reporting
                  17 Jun 2024 IM Training: Introduction to Information Management
                  7 Jun 2024 IM Training: IM Monitoring and Reporting
                  7 Jun 2024 IM Training: Information Asset Management
                  22 Apr 2024 IM Training: Developing an Information Management Strategy
                  17 Apr 2024 ALGIM Training Session: Introduction to Information Management
                  8 Apr 2024 ALGIM Training Session: IM Monitoring and Reporting
                  8 Apr 2024 ALGIM Training Session: Information Asset Management
                  9 Feb 2024 ALGIM Training Session: Introduction to Information Management
                  8 Dec 2023 ALGIM Training Session: Information Asset Management
                  8 Dec 2023 ALGIM Training Session: IM Monitoring and Reporting
                  20 Nov 2023 ALGIM Training Session: Introduction to Information Management and Record-Keeping
                  25 Aug 2023 ALGIM Training Session: IM Monitoring and Reporting
                  28 Jul 2023 ALGIM Training Session: IM Monitoring and Reporting
                  9 Jun 2023 ALGIM Training Session: Introduction to IM and record-keeping
                  29 May 2023 ALGIM Training Session: Developing an Information Management Strategy
                  26 May 2023 ALGIM Training Session: Information Asset Management
                  26 May 2023 ALGIM Training Session: IM Monitoring and Reporting
                  15 Mar 2023 ALGIM Training Session: Introduction to IM and record-keeping
                  6 Mar 2023 ALGIM Training Session: Information Asset Management
                  6 Mar 2023 ALGIM Training Session: IM Monitoring and Reporting

                  If all training courses are full, please click on the latest one and join the waitlist. We will be in contact once a new course date has been set.

                  Introduction to Information Management

                  This beginner course is designed for Junior IM practitioners and those who are new to information management, 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 management across both the physical, and digital environments. It also covers the role IM Practitioners 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

                  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 - information inventories, use of 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, archives

                  What you need to know

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


                  Time:
                  7 x 90 minute sessions

                  Cost: $760 + GST per person

                  What previous attendees have said about the course

                   "It was useful to talk about the legal requirements - such and Archives NZ standards that we need to be aware of and why.  The sections on classification and metadata were especially useful.  It was also good to hear how other organisations did things."


                  Register here

                  May 2027 - Introduction to Information Management


                  Disposing of Public Records


                  Designed for: Those that have been working in IM for several years. This is an intermediate level course. Focussed primarily on those that work in the public sector (noting that there is a local authority specific disposal course).

                  Method: 4 online modules of 90 minutes each.

                  Pre-requisites: completion of the Introducing Information Management course, or equivalent experience.

                  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.

                  What you need to know

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


                  Time:
                   4 x 90 minute sessions

                  Cost: $760 + GST per person

                  Register here

                  March 2027 - Disposing of Public Records

                  December 2027 - Disposing of Public Records


                  Information Asset Management


                  This advanced course is designed for Senior IM Practitioners who already understand core concepts relating to information management, and are charged with the management of information assets, whether paper-based or digital. This 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 organisation.


                  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.

                  Course topics

                  Session 1 - Introduction to information assets

                  Session 2 - Developing an information asset register

                  Session 3 - Managing our information assets

                  Session 4 - Using an information asset register to support business activities

                  What you need to know

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


                  Time:
                   4 x 90 minute sessions 

                  Cost: $760 + GST per person

                  Register here

                  November - December 2026 Information Asset Management

                  October 2027 - Information Asset Management

                  What previous attendees have said about the course

                  "Kerri provided good explanations of details, but in particular was able to give more clarity and understanding for a IAR, its purpose and a good overview."

                  "Kerri is a really good and knowledgeable presenter and keeps it interesting and relevant. I like that it is interactive also – not just someone talking at you."

                  "I really didn't have much knowledge about this subject at all, so it was all valuable to me. A lot of insights as well as the "how to do it" information."
                   

                  Developing an Information Management Strategy

                  An IM Strategy is an essential tool for organisations as it prioritises planning for managing information, and links IM initiatives to overall business strategies and plans. This strategic programme, developed for IM Leads and Managers, is more than just an online course. As well as scheduled online class sessions, it includes coaching and one-on-one mentoring to support attendees in the development of an IM strategy.


                  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 are also two extended out of class periods where attendees have the chance to get started on developing their IM strategy. The online group sessions are then followed up with one-on-one coaching sessions to maximise the benefits of the learning.

                  Course topics

                  Week one – three online sessions:

                  • setting the scene, understanding why your organisation needs an IM strategy and overview of the development process

                  • looking at the big picture and context for IM
                  • understanding the development process and IM principles.


                  Weeks two and three - outside of class exercise
                    

                  • planning and preparation for development of your strategy.


                  Week four – three online sessions:

                  • exploring current IM challenges
                  • developing skill sets to meet IM challenges
                  • turning strategy into action.


                    Weeks five and six - outside of class exercise
                     

                    • developing a 90-day action plan and making a start on developing your IM strategy.


                    Week seven – one online session

                    • understanding realistic goals, measuring improvements, reflection and next steps.


                    Follow-up sessions:

                    • First follow-up one-on-one session a month later. A one-hour online discussion with you and Kerri about what you have achieved, any barriers to achieving the goals identified for the first 30 days and working through options to address those barriers.
                    • Second follow-up one-on-one session scheduled when the draft IM strategy is completed. A one-hour online discussion between attendee and Kerri about their draft IM Strategy.

                    What you need to know

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


                    Time:
                     7 x 90 minute sessions plus 2 x 1 hour follow-up sessions

                    Cost: $1520 + GST per person

                    Register here

                    June - August 2027 - Developing an Information Management Strategy

                    What previous attendees have said about the course

                    "The workbooks were, and continue to be a valuable reference source."

                    "I found the coaching particularly valuable and really feel I have been able to develop a quality information strategy with Kerri's expert guidance."

                    "Really enjoyed this course and learnt some valuable information. As well as the excellent mentoring, learning from other attendees and what their councils saw as the priorities was so useful."


                    IM Monitoring and Reporting


                    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.


                    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.

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


                    Time:
                     4 x 90 minute sessions 

                    Cost: $760 + GST per person

                    Register here

                    December 2026 - IM Monitoring and Reporting

                    November 2027 - IM Monitoring and Reporting

                    What previous attendees have said about the course

                    "Kerri has a terrific ability to ensure everyone is engaged and keeps the content relevant and meaningful through the use of real-life scenarios and examples."

                    "This was a great course which was well organised and well delivered by Kerri. Would recommend it."

                    "The training really helped to understand the need for and importance of IM monitoring and reporting."



                    Introduction to IM - a Refresher

                    Designed for: Those who are working in Information Management and are seeking training to support their IM practice. Suitable for Junior or Intermediate level IM practitioners.

                    Method: 4 online modules of 90 minutes each.

                    Pre-requisites: completion of one of our introductory information management courses - either Introducing IM for Local Authorities or Introduction to IM for non - Local Authorities.


                    This refresher course is designed for those who have attended one of our introductory information management courses – either Introducing IM for Local Authorities, or Introduction to IM for non-Local Authorities.

                    The course provides a refresher on core IM concepts, and the legal environment we work in. We also explore common IM challenges and ways they can be addresses, relating to the ways in which we organise and manage our information, use electronic document management systems, digitisation, and, management non-current information and disposal. Throughout the sessions we also talk about the ways in which good information management supports the overall functions and goals of our organisations.

                    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.

                    Upcoming Training Sessions:

                    February 2027 - Introduction to IM - a Refresher


                    Improving IM Governance


                    Designed for: Executive sponsors and senior leaders alongside their IM managers/team leads.


                    Method: 2 online modules of 90 minutes each, plus a small amount of homework during extended breaks between online sessions. 


                    Pre-requisites: Information Management experience.


                    This course is designed for executive sponsors and senior leaders alongside their IM managers/team leads.

                    The course focuses on Information Governance and the tools and framework to support good governance, including the role of the Executive Sponsor. It also includes the management of IM accountabilities and risks, information asset management and IM monitoring and reporting.

                    The course is divided into two 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.

                    Upcoming Training Sessions:

                    April 2027 - Improving IM Governance

                    November 2027 - Improving IM Governance


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