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Information Management Training for 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 local authority 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.


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.

Introducing Information Management for Local Authorities

This beginner course is designed for Junior IM practitioners and those who are new to information management and the specific requirements in local authorities, or those who want to understand more about the 'why' of information management and what it involves.


The course explores all the basics of information management across both the physical, and digital environments.  It also covers the role IM practitioners play in their organisation, and how good IM contributes to and supports to 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.

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, local authority archives

What you need to know

  • Sessions run from 9.00am to 10.30am.
  • 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: $450 + 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."

"Kerri was fantastic in her ways of teaching and getting participation."



Disposing of Local Authority Information and Records 


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

Course topics

Session 1 - course overview, understanding disposal, exploring appraisal and sentencing

Session 2 – legal requirements, understanding protected records, introduction to the ALGIM disposal schedule

Session 3 – how to understand and interpret the ALGIM disposal schedule

Session 4 – implementing the AGLIM disposal schedule, course wrap up

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.
  • All attendees will require a copy of the ALGIM schedule in order to do this course. So you will need to have access to the toolkit.

Time:
 4 x 90 minute sessions

Cost: $600.00 + GST per person

What previous attendees have said about the course

"Kerri presents at just the correct pace. She also keeps it just interactive enough that we stay on the ball."

"Content very relevant as our organisation is just about to implement the disposal schedule. 

"Discussions did resonate with me. To implement a solid and successful schedule can be achieved with dedicated resources and invested time."
 
"Great job ALGIM and Kerri, thank you."


Managing Local Authority Archives

This intermediate course is designed for Junior and Senior IM practitioners with responsibility for their local authority or community archives, but who don’t have a background in archives management. Many local authorities don't have dedicated archivists, and/or the archives are supported as part of the overarching information and records management function. It is expected all participants will already have a foundation in information management.


The course complements the material provided in the ALGIM IM Toolkit module B6, Local Authority Archives Management Guidelines.  It is divided into seven modules of 90 minutes each which cover the management of both physical and digital archive collections.  Each module is delivered online with its own workbook which is sent out to participants beforehand. There is also a small amount of homework between modules to support learning.

Course topics

Session 1: course overview, defining archives, legal environment, components of archives management

Session 2: adding to the collection, appraisal, sentencing, accessioning

Session 3: further processing, arrangement and description of archives

Session 4: repository management, storage conditions, disaster recovery

Session 5: preservation and care, handling, conservation, digitalisation

Session 6: digital archives, access restrictions

Session 7: reference services, archives management policy and programme

What you need to know

  • Sessions run from 9.00am to 10.30am.
  • 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: $550 + GST per person


What previous attendees have said about the course

"Each lesson provided practical 'next steps' dependent on where our organisation is at in having archival systems in place."

"It helped me to get a clearer picture of the practical steps that would work in real life rather than the purely theoretical concepts covered in my qualifications, especially in LG context."

"I've found this course to be very helpful in getting me under way.  I liked the practicality of the content.  Would highly recommend."


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: $600 + GST per person

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 for their 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 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: $1200 + GST per person

    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: $600 + GST per person


    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."



    Taxonomy Development for Local Authorities

    This 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.

    Course topics

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


    What you need to know

    • We 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: $600 + GST per person


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