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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 training

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

  • 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: $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."


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

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

    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


    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."



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