Menu
Log in
   

Training and Workshops

Our webinars let you learn at your desk, and our conferences provide extensive coverage of a wide range of topics. But what if you need in-depth training or personalised workshop?

ALGIM provide a range of training and workshops run by the experts to help your team operate at their best.

We currently have the following available for booking, plus with our extensive contacts and resources, we can provide tailored training on any local government technology-related topic.

Upcoming events

    • 26 Feb 2024
    • 9:00 AM
    • 4 Mar 2024
    • 10:30 AM
    Register

    This intermediate level course is designed for those who are responsible for managing the disposal of information and records with 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 utilise 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.


    Online sessions - all run from 9.00am - 10.30am

    • Session 1 (26 Feb 2024) - Course overview, understanding disposal, introducing disposal schedules, the difference between appraisal and sentencing
    • Session 2 (28 Feb 2024) - Legal requirements for disposal, understanding protected records, how the ALGIM disposal schedule fits in
    • Session 3 (1 Mar 2024) - Utilising the AGLIM disposal schedule
       
    • Session 4 (4 Mar 2024) - Understanding implementation, processes for implementing a disposal schedule over hard copy records, and digital records, course wrap up


    What you need to know
    We will use GoTo Meeting as the platform.
    Each participant will need a microphone and a webcam.
    The maximum number of attendees will be eight
    .

    Each participant will receive an email with a link to each session



    About the 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.

    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 admin@algim.org.nz

    • 26 Feb 2024
    • 11:00 AM
    • 4 Mar 2024
    • 12:30 PM

    The 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.


    Online sessions - all run from 11.00am - 12.30pm

    • Session 1 (26 Feb 2024

    • Session 2 (28 Feb 2024)

    • Session 3 (1 Mar 2024

    • Session 4 (4 Mar 2024) 

    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 will use GoTo Meeting as the platform.

    Each participant will need a microphone and a webcam.
    The maximum number of attendees will be eight.

    Each participant will receive an email with a link to each session



    About the 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.

    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 admin@algim.org.nz

    • 8 Mar 2024
    • 9:00 AM
    • 22 Mar 2024
    • 10:30 AM
    • 0
    Join waitlist

    This introductory level course is designed for those who are new to information and records management, new to information and records management 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 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, and supports the 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 given between modules to support learning.

      The course covers the following:


      • Session 1 (8 Mar 2024): course overview, defining IM and record-keeping

      • Session 2 (11 Mar 2024): legislation and standards

      • Session 3 (13 Mar 2024): storage and handling, disaster recover and business continuity planning

      • Session 4 (15 Mar 2024): creation and control using classification structures, physical file management

      • Session 5 (18 Mar 2024): metadata, email management, databases

      • Session 6 (20 Mar 2024): shared network drives, electronic document management systems, digitisation

      • Session 7 (22 Mar 2024): managing non-current information, disposal of information, local authority archives.


      What you need to know

      • You will need a microphone and a webcam.
      • We will use GoTo Meeting as the platform.
      • You will receive an email with a link to each session.
      • Sessions run from 9.00am to 10.30am.
      • You will need a quiet space so there are no distractions for the other participants.
      • The maximum number of attendees is eight.


      We recommend you log in ten minutes before the training session starts (8.50am) to ensure that you can hear and see everything. If you have any issues, please contact admin@algim.org.nz

      • 8 Mar 2024
      • 11:00 AM
      • 22 Mar 2024
      • 12:30 PM
      Register

      ALGIM are running an online local authority archives management course, delivered by Kerri Siatiras.

       

      This course will complement the material provided in the ALGIM IM Toolkit Module B6 Local Authority Archives Management Guidelines

      This involves seven modules or sessions of 90 minutes each, with a workbook sent out to participants before each session.

      The course covers the following:

      • defining local authority archives
      • core archival concepts and terminology
      • appraisal and sentencing (including protected records and applying disposal schedules)
      • accessioning
      • archives management policy
      • arrangements and description
      • preservation and handling
      • storage conditions
      • conservation
      • digitisation
      • digital archives
      • restriction on access
      • reference services and researchers
      • working with volunteers
      • developing an archives management programme.

      Each session will be from 11.00am to 12.30am (Monday, Wednesday and Friday each week)

      Note: There is a maximum of eight participants.

      • We will use GoTo Meeting as the platform.

      • You will need a microphone and a webcam.
      • You will receive an email with a link to each session


      We recommend you log in ten minutes before the training session starts (10:50am) to ensure that you can hear and see everything. If you have any issues, please contact admin@algim.org.nz

      • 20 Mar 2024
      • 10:00 AM - 5:30 PM
      Register

      Power BI drives a data culture for everyone and every decision in the ideal Microsoft 365 tenant. Enabling real time dashboards and interactive reports, Power BI allows natural language queries and AI insights into your organisation’s data.

      Join us on this session to learn what is POWER BI and how to get started creating dashboard in a day.

      Topics

      • Introduction to Power Bl and Power BI Demo
      • Accessing & Preparing the data
      • Data Modelling and Exploration
      • Visualisations
      • Publishing and accessing Reports
      • Building a Dashboard and Sharing
      • Q&A


      Duration & Costs

      Recommended: Full Day Session (Approx. 6 Hours)
      $450 +GST per attendee and at least 4 registrants

      Alternative: Split into 2 Half-Day Sessions (Approx. 3 Hours Each)
       $250 +GST per attendee per session 
      Please email events.coordinator@algim.org.nz if you wish to arrange 2 half-day sessions

      Opting for the Full Day Session not only offers a comprehensive experience but also saves attendees $50 compared to attending over 2 x Half-Day Sessions. We encourage participants to choose the Full Day Session for a more in-depth Power BI learning experience. 

      NB: Session duration may vary slightly based on questions or attendee experience

      his session is ideal for Australian members due to timing, however, Aotearoa New Zealand members are welcome!  

      Microsoft Teams will be used for this training session. You will receive a Teams Meeting link prior to the training date. 

      We recommend you log in ten minutes before the training session starts to ensure there are no tech issues. If you have any concerns, please contact events.coordinator@algim.org.nz

      • 25 Mar 2024
      • 9:00 AM - 11:00 AM
      Register

      The perfect productivity skills boosters for users of Microsoft Windows 10. 

      Essential for users who never attended any training in Microsoft Windows, users who skipped a Level One session or anyone wanting to do things faster, more efficiently and with less headaches - regardless of what level they are at or how many years they have been using these products. Every user will boost their skills. Pick up what was missed along the way and work better in your day.

      This online session will cover:

      • Discover on screen tools you've missed
      • Use the Start Button quicker
      • Taskbar Tips
      • Use Jump Lists
      • Find Files, Settings and Apps
      • File Explorer Tips
      • Use Action Center
      • Airplane Mode and Wifi
      • Night Light
      • Sign Out/Log off, Switch User
      • Sleep, Restart, Shut Down
      • Multitasking
      • Use Task View
      • Snap and Manipulate Windows

      This session is ideal for Aotearoa New Zealand members due to timing, however, Australian members are welcome!  

      Microsoft Teams will be used for this training session. You will receive a Teams Meeting link prior to the training date. 

      We recommend you log in ten minutes before the training session starts to ensure there are no tech issues. If you have any concerns, please contact events.coordinator@algim.org.nz

      • 25 Mar 2024
      • 11:30 AM - 1:30 PM
      Register

      The perfect productivity skills boosters for users of Microsoft Windows 10. 

      Essential for users who never attended any training in Microsoft Windows, users who skipped a Level One session or anyone wanting to do things faster, more efficiently and with less headaches - regardless of what level they are at or how many years they have been using these products. Every user will boost their skills. Pick up what was missed along the way and work better in your day.

      This online session will cover:

      • Discover on screen tools you've missed
      • Use the Start Button quicker
      • Taskbar Tips
      • Use Jump Lists
      • Find Files, Settings and Apps
      • File Explorer Tips
      • Use Action Center
      • Airplane Mode and Wifi
      • Night Light
      • Sign Out/Log off, Switch User
      • Sleep, Restart, Shut Down
      • Multitasking
      • Use Task View
      • Snap and Manipulate Windows

      This session is ideal for Aotearoa New Zealand members due to timing, however, Australian members are welcome!  

      Microsoft Teams will be used for this training session. You will receive a Teams Meeting link prior to the training date. 

      We recommend you log in ten minutes before the training session starts to ensure there are no tech issues. If you have any concerns, please contact events.coordinator@algim.org.nz

      • 25 Mar 2024
      • 2:00 PM - 4:00 PM
      Register

      The perfect productivity skills boosters for users of Microsoft Windows 10. 

      Essential for users who never attended any training in Microsoft Windows, users who skipped a Level One session or anyone wanting to do things faster, more efficiently and with less headaches - regardless of what level they are at or how many years they have been using these products. Every user will boost their skills. Pick up what was missed along the way and work better in your day.

      This online session will cover:

      • Discover on screen tools you've missed
      • Use the Start Button quicker
      • Taskbar Tips
      • Use Jump Lists
      • Find Files, Settings and Apps
      • File Explorer Tips
      • Use Action Center
      • Airplane Mode and Wifi
      • Night Light
      • Sign Out/Log off, Switch User
      • Sleep, Restart, Shut Down
      • Multitasking
      • Use Task View
      • Snap and Manipulate Windows

      This session is ideal for Aotearoa New Zealand members due to timing, however, Australian members are welcome!  

      Microsoft Teams will be used for this training session. You will receive a Teams Meeting link prior to the training date. 

      We recommend you log in ten minutes before the training session starts to ensure there are no tech issues. If you have any concerns, please contact events.coordinator@algim.org.nz

      • 26 Mar 2024
      • 11:30 AM - 1:30 PM
      Register

      The perfect productivity skills boosters for users of Microsoft Word. 

      Essential for users who never attended any training in Microsoft Word, users who skipped a Level One session or anyone wanting to do things faster, more efficiently and with less headaches - regardless of what level they are at or how many years they have been using these products. Every user will boost their skills. Pick up what was missed along the way and work better in your day.

      This online session will cover:

      • Discover on screen tools you've missed
      • Ribbon and Quick Access Toolbar Tips
      • How to create a new line vs a new paragraph - correctly!
      • The crucial difference between Lines & Paragraphs
      • The important difference between Grammatic Paragraphs and Word Paragraphs 
      • How lines vs paragraph impact formatting
      • Navigation and Selection Tips
      • Bullets and Numbering
      • Multi-Level Numbering
      • Introduction to Styles
      • Why you want to use the Navigation Pane
      • Quickly create a Table of Contents
      • Introduction to Templates


      Microsoft Teams will be used for this training session. You will receive a Teams Meeting link prior to the training date. 

      The training is suitable for Aotearoa New Zealand members, however, Australian members are welcome to attend! 

      We recommend you log in ten minutes before the training session starts to ensure there are no tech issues. If you have any concerns, please contact events.coordinator@algim.org.nz

      • 26 Mar 2024
      • 2:00 PM - 4:00 PM
      Register

      The perfect productivity skills boosters for users of Microsoft Word. 

      Essential for users who never attended any training in Microsoft Word, users who skipped a Level One session or anyone wanting to do things faster, more efficiently and with less headaches - regardless of what level they are at or how many years they have been using these products. Every user will boost their skills. Pick up what was missed along the way and work better in your day.

      This online session will cover:

      • Discover on screen tools you've missed
      • Ribbon and Quick Access Toolbar Tips
      • How to create a new line vs a new paragraph - correctly!
      • The crucial difference between Lines & Paragraphs
      • The important difference between Grammatic Paragraphs and Word Paragraphs 
      • How lines vs paragraph impact formatting
      • Navigation and Selection Tips
      • Bullets and Numbering
      • Multi-Level Numbering
      • Introduction to Styles
      • Why you want to use the Navigation Pane
      • Quickly create a Table of Contents
      • Introduction to Templates


      Microsoft Teams will be used for this training session. You will receive a Teams Meeting link prior to the training date. 

      The training is suitable for Aotearoa New Zealand members, however, Australian members are welcome to attend! 

      We recommend you log in ten minutes before the training session starts to ensure there are no tech issues. If you have any concerns, please contact events.coordinator@algim.org.nz

      • 26 Mar 2024
      • 4:30 PM - 6:30 PM
      Register

      Get to know how to create and manage your files in SharePoint and or OneDrive.

      This session focuses on file management only, it does not touch on site, page or library creation in SharePoint.

      This online session will cover:      

      SharePoint

      • What is SharePoint?
      • Work with Libraries
      • Create Documents and Folders
      • Check Out and Check In Documents
      • Share Documents and Folders
      • Manage Sharing Permissions
      • Unshare
      • Send a link to a document
      • Document Versions
      • Delete and Recover Deleted Files
      • Create Library Views


        OneDrive

        • What is OneDrive?
        • Create Documents and Folders in OneDrive
        • Share Documents and Folders
        • Manage Sharing Permissions
        • Unshare
        • Document Versions
        • Copy or Move Documents to SharePoint
        • Delete and Recover Deleted Files
        • Scanning Documents, Whiteboards and Business Cards into OneDrive


        Microsoft Teams will be used for this training session. You will receive a Teams Meeting link prior to the training date. 

        We recommend you log in ten minutes before the training session starts to ensure there are no tech issues. If you have any concerns, please contact events.coordinator@algim.org.nz

        • 27 Mar 2024
        • 9:00 AM - 11:00 AM
        Register

        The perfect productivity skills boosters for users of Microsoft Excel. 

        Essential for users who never attended any training in Microsoft Excel, users who skipped a Level One session or anyone wanting to do things faster, more efficiently and with less headaches - regardless of what level they are at or how many years they have been using these products. Every user will boost their skills. Pick up what was missed along the way and work better in your day.

        This online session will cover:

          • Discover on screen tools you've missed
          • Ribbon and Quick Access Toolbar Tips
          • Navigate quickly  in Excel
          • Introduction to Range names
          • Moving and Copying Data
          • Spell Check
          •  AutoFill feature tips
          • The power of Flash Fill
          • Discover quick analysis
          • Introduction to PivotTables

          Microsoft Teams will be used for this training session. You will receive a Teams Meeting link prior to the training date.

          This session is suitable for our Aotearoa New Zealand members due to timings, however, Australian members are welcome to join! 

          We recommend you log in ten minutes before the training session starts to ensure there are no tech issues. If you have any concerns, please contact events.coordinator@algim.org.nz

          • 27 Mar 2024
          • 11:30 AM - 1:30 PM
          Register

          The perfect productivity skills boosters for users of Microsoft Excel. 

          Essential for users who never attended any training in Microsoft Excel, users who skipped a Level One session or anyone wanting to do things faster, more efficiently and with less headaches - regardless of what level they are at or how many years they have been using these products. Every user will boost their skills. Pick up what was missed along the way and work better in your day.

          This online session will cover:

            • Discover on screen tools you've missed
            • Ribbon and Quick Access Toolbar Tips
            • Navigate quickly  in Excel
            • Introduction to Range names
            • Moving and Copying Data
            • Spell Check
            •  AutoFill feature tips
            • The power of Flash Fill
            • Discover quick analysis
            • Introduction to PivotTables

            Microsoft Teams will be used for this training session. You will receive a Teams Meeting link prior to the training date.

            This session is suitable for our Aotearoa New Zealand members due to timings, however, Australian members are welcome to join! 

            We recommend you log in ten minutes before the training session starts to ensure there are no tech issues. If you have any concerns, please contact events.coordinator@algim.org.nz

            • 27 Mar 2024
            • 2:00 PM - 4:00 PM
            Register

            The perfect productivity skills boosters for users of Microsoft Excel. 

            Essential for users who never attended any training in Microsoft Excel, users who skipped a Level One session or anyone wanting to do things faster, more efficiently and with less headaches - regardless of what level they are at or how many years they have been using these products. Every user will boost their skills. Pick up what was missed along the way and work better in your day.

            This online session will cover:

              • Discover on screen tools you've missed
              • Ribbon and Quick Access Toolbar Tips
              • Navigate quickly  in Excel
              • Introduction to Range names
              • Moving and Copying Data
              • Spell Check
              •  AutoFill feature tips
              • The power of Flash Fill
              • Discover quick analysis
              • Introduction to PivotTables

              Microsoft Teams will be used for this training session. You will receive a Teams Meeting link prior to the training date.

              This session is suitable for our Aotearoa New Zealand members due to timings, however, Australian members are welcome to join! 

              We recommend you log in ten minutes before the training session starts to ensure there are no tech issues. If you have any concerns, please contact events.coordinator@algim.org.nz

              • 28 Mar 2024
              • 9:00 AM - 11:00 AM
              Register

              The essential primer on how to perform calculations in Excel.
              Learn to perform basic calculation, use constants in your calculations, use functions, understand the basis of errors and track where numbers in your spreadsheet are coming from.

              This online session will cover

              • Create Basic Calculations
              • Understand the importance of BODMAS
              • Learn basic function syntax
              • Write SUM, AVERAGE, MAX, MIN and COUNT formulas
              • Use AUTOSUM, AUTOAVERAGE, AUTOMAX, AUTOMIN
              • Discover AUTOSUM Tips
              • Use AutoFill
              • Relative vs Absolute references [F4]
              • Copying and Pasting Formulas
              • Copying and Pasting Values
              • Understand Error Types
              • Introduction to Formula Auditing
              • Tips on essential continued learning resources

              Microsoft Teams will be used for this training session. You will receive a Teams Meeting link prior to the training date. 

              We recommend you log in ten minutes before the training session starts to ensure there are no tech issues. If you have any concerns, please contact events.coordinator@algim.org.nz

              • 28 Mar 2024
              • 11:30 AM - 1:30 PM
              Register

              Grasp the critical rules and useful tools required to manage your lists and Excel. Then learn to transfer your data collection into data analysis by converting your lists into PivotTables and PivotCharts.

              This online session will cover;

              Lists 

              • What is a List?
              • Lists Creation Rules
              • Sort Data in Lists
              • Filter Data in Lists
              • Add Subtotals to Data in Lists
              • Add Data Validation Criteria
              • Apply Conditional Formatting
              • Why and when to use the Format Table feature
              • How and when to unFormat as Table

              PivotTables
              • What is a PivotTable and when to use them
              • Create a PivotTable
              • Filter a PivotTable
              • Modify a PivotTable
              • Refresh a PivotTable
              • Change a PivotTable’s Data Source
              • PivotTable Format Options
              • Insert and Format PivotTable Slicers
              • Link Slicers to Multiple PivotTables
              • Create a PivotChart


              Microsoft Teams will be used for this training session. You will receive a Teams Meeting link prior to the training date. 

              We recommend you log in ten minutes before the training session starts to ensure there are no tech issues. If you have any concerns, please contact events.coordinator@algim.org.nz

              • 28 Mar 2024
              • 2:00 PM - 4:00 PM
              Register

              Get to know how to create and manage your files in SharePoint and or OneDrive.

              This session focuses on file management only, it does not touch on site, page or library creation in SharePoint.

              This online session will cover:      

              SharePoint

              • What is SharePoint?
              • Work with Libraries
              • Create Documents and Folders
              • Check Out and Check In Documents
              • Share Documents and Folders
              • Manage Sharing Permissions
              • Unshare
              • Send a link to a document
              • Document Versions
              • Delete and Recover Deleted Files
              • Create Library Views


                OneDrive

                • What is OneDrive?
                • Create Documents and Folders in OneDrive
                • Share Documents and Folders
                • Manage Sharing Permissions
                • Unshare
                • Document Versions
                • Copy or Move Documents to SharePoint
                • Delete and Recover Deleted Files
                • Scanning Documents, Whiteboards and Business Cards into OneDrive


                Microsoft Teams will be used for this training session. You will receive a Teams Meeting link prior to the training date. 

                We recommend you log in ten minutes before the training session starts to ensure there are no tech issues. If you have any concerns, please contact events.coordinator@algim.org.nz

                • 28 Mar 2024
                • 4:30 PM - 6:30 PM
                Register

                Grasp the critical rules and useful tools required to manage your lists and Excel. Then learn to transfer your data collection into data analysis by converting your lists into PivotTables and PivotCharts.

                This online session will cover;

                Lists 

                • What is a List?
                • Lists Creation Rules
                • Sort Data in Lists
                • Filter Data in Lists
                • Add Subtotals to Data in Lists
                • Add Data Validation Criteria
                • Apply Conditional Formatting
                • Why and when to use the Format Table feature
                • How and when to unFormat as Table

                PivotTables
                • What is a PivotTable and when to use them
                • Create a PivotTable
                • Filter a PivotTable
                • Modify a PivotTable
                • Refresh a PivotTable
                • Change a PivotTable’s Data Source
                • PivotTable Format Options
                • Insert and Format PivotTable Slicers
                • Link Slicers to Multiple PivotTables
                • Create a PivotChart


                Microsoft Teams will be used for this training session. You will receive a Teams Meeting link prior to the training date. 

                We recommend you log in ten minutes before the training session starts to ensure there are no tech issues. If you have any concerns, please contact events.coordinator@algim.org.nz

                • 8 Apr 2024
                • 9:00 AM
                • 15 Apr 2024
                • 10:30 AM
                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.


                Online sessions - all run from 9.00am - 10.30am
                Session 1 (8 Apr 2024) - Introduction to information assets

                Session 2 (10 Apr 2024) - Developing an information asset register

                Session 3 (12 Apr 2024) - Managing our information assets

                Session 4 (15 Apr 2024) - Using an information asset register to support business activities


                What you need to know
                We will use GoTo Meeting as the platform.
                Each participant will need a microphone and a webcam.
                The maximum number of attendees will be eight
                .

                Each participant will receive an email with a link to each session


                About the 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.

                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 admin@algim.org.nz

                • 8 Apr 2024
                • 11:00 AM
                • 15 Apr 2024
                • 12:30 PM
                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.


                Online sessions - all run from 11.00am - 12.30pm
                (8, 10, 12, 15 April 2024)


                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 will use GoTo Meeting as the platform.
                Each participant will need a microphone and a webcam.
                The maximum number of attendees will be eight
                .

                Each participant will receive an email with a link to each session



                About the 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.

                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 admin@algim.org.nz

                • 10 Apr 2024
                • 9:00 AM - 11:00 AM (AEST)
                Register

                This session is perfectly designed to help teams understand what Microsoft Teams is and to get them started on their journey learning Microsoft Teams.

                This session is part of the Microsoft Teams 100 series, which includes a comprehensive 1-day Microsoft Teams – 100: Essentials training session and multiple 2-hour feature-specific sessions to accommodate specific needs and time constraints. For a thorough Teams understanding, consider combining this session with other 2-hour sessions in the series or opting for the Microsoft Teams – 100: Essentials training, complemented by any 2-hour session for more in-depth knowledge on specific topics as required.

                This online session will cover:

                ·       What is Microsoft Teams?
                ·       Tour the Teams Screen
                ·       Work with Status Indicators
                ·       Searching in Teams
                ·       / commands
                ·       Keyboard Shortcuts
                ·       Teams Settings
                ·       Notification Settings
                ·       Using Chat including Tips and Tools
                ·       Scheduling Meetings from a Chat
                ·       About Loop Components
                ·       Teams Mobile App
                ·      Getting Help


                Microsoft Teams will be used for this training session. You will receive a Teams Meeting link prior to the training date. 


                We recommend you log in ten minutes before the training session starts to ensure there are no tech issues. If you have any concerns, please contact events.coordinator@algim.org.nz

                • 10 Apr 2024
                • 12:00 PM - 2:00 PM (AEST)
                Register

                This session gives a good well rounded overview of how to communicate privately or in a Team Channel via chat messages, channel posts, announcements in Microsoft Teams.

                This session is part of the Microsoft Teams 100 series, which includes a comprehensive 1-day Microsoft Teams – 100: Essentials training session and multiple 2-hour feature-specific sessions to accommodate specific needs and time constraints. For a thorough Teams understanding, consider combining this session with other 2-hour sessions in the series. 

                Prerequisite

                Attendees must already be familiar with working in Microsoft Windows or macOS.
                We recommend that attendees should also have attended  Microsoft Teams - 101: Fundamentals sessions to get the most out of this sessions.

                This online session will cover:

                • When to communicate privately or in a Team
                • Send messages and start conversations
                • The Number One mistake when communicating in Team Channels and how to avoid it
                • Reply to messages and conversations
                • Send important or urgent messages and conversations
                • Format messages and conversations
                • Send announcements
                • Send conversations or announcements to multiple Teams and Channels at once
                • React to messages and conversations
                • Edit messages and conversations
                • Delete messages and conversations
                • Save messages and conversations
                • View Saved messages and conversations
                • Un-save messages and conversations
                • Find messages and conversations
                • Get and send links to conversations


                Microsoft Teams
                 will be used for this training session. You will receive a Teams Meeting link prior to the training date. 

                We recommend you log in ten minutes before the training session starts to ensure there are no tech issues. If you have any concerns, please contact events.coordinator@algim.org.nz

                • 10 Apr 2024
                • 2:30 PM - 4:30 PM (AEST)
                Register

                This session gives a good well rounded overview of how to create and hold one–on–one or group meetings in private Chats or Team Channels that include video, audio, chat messages, screen sharing, video backgrounds, meeting notes and recording, whiteboards and more in Microsoft Teams.

                This session is part of the Microsoft Teams 100 series, which includes a comprehensive 1-day Microsoft Teams – 100: Essentials training session and multiple 2-hour feature-specific sessions to accommodate specific needs and time constraints. For a thorough Teams understanding, consider combining this session with other 2-hour sessions in the series or opting for the Microsoft Teams – 100: Essentials training, complemented by any 2-hour session for more in-depth knowledge on specific topics as required.

                Prerequisite

                Attendees must already be familiar with working in Microsoft Windows or macOS.
                We recommend that attendees should also have attended or viewed either our Microsoft Teams - 100: Essentials or Microsoft Teams - 101: Fundamentals sessions to get the most out of this sessions.
                Experience with other Microsoft Office application like Word, Excel or PowerPoint is also an advantage.
                For our Live Online sessions, attendees must be able to join the session via the video conferencing solution being used for the sessions.  We prefer Microsoft Teams, but chat to us to be able to use your preferred solution instead.

                This online session will cover:

                • Invite team members
                • Invite external guests
                • Meet Now
                • Invite people before or during meetings
                • Schedule future Meetings
                • Meet in a channel
                • Meet in a Private Chat
                •  Set Meeting Options
                • Join a meeting
                • See meeting Participants
                • Dial others into a Meeting
                • Have a Meeting call you on your phone if you have audio issues on your computer
                • Get and send a Meeting invite links
                • Share your screen
                • Share your desktop
                • Give, request and revoke access to a shared screen
                • Stop sharing a screen
                •  Share a specific application window
                • Share and present a PowerPoint file
                • Stop participants jumping ahead during a PowerPoint presentation
                • Share and collaborate on a Whiteboard
                • Save and access the Whiteboard
                • Chat in a Meeting
                • See the chat after the Meeting
                • Raise your hand in a Meeting
                • Control your audio
                • Mute and unmute your mic or audio
                • Check and change audio settings
                • Mute everyone’s mic or audio
                • Show or hide your video feed
                • Check and change video settings
                • Turn off everyone’s video
                • Pin and unpin participants video to the meeting space
                • Fit the participants video to the frame
                • Swap from your computer to your phone and back again
                • Additional Meeting Control


                Microsoft Teams will be used for this training session. You will receive a Teams Meeting link prior to the training date

                We recommend you log in ten minutes before the training session starts to ensure there are no tech issues. If you have any concerns, please contact events.coordinator@algim.org.nz

                • 17 Apr 2024
                • 9:00 AM
                • 3 May 2024
                • 10:30 AM
                • 2
                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.

                Course topics

                The course covers the following:

                • Session 1 (17 Apr 2024) - course overview, defining IM and record-keeping
                • Session 2 (19 Apr 2024) - legislation and standards
                • Session 3 (22 Apr 2024) - storage and handling, disaster recovery and business continuity planning
                • Session 4 (24 Apr 2024) - creation and control using classification structures, physical file management
                • Session 5 (26 Apr 2024) - metadata, email management, databases
                • Session 6 (29 Apr 2024) - shared network drives, electronic document management systems, digitalisation
                • Session 7 (3 May 2024) - managing non-current information, disposal of information, archives 

                What you need to know

                • Sessions run from 9.00am to 10.30am.
                • We use GoToMeeting 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

                We recommend you log in ten minutes before the training session starts (8:50am) to ensure that you can hear and see everything. If you have any issues, please contact admin@algim.org.nz

                • 22 Apr 2024
                • 1:00 PM
                • 7 Jun 2024
                • 2:30 PM
                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.

                Two follow-up sessions at an agreed date with Kerri.


                Dates for online sessions - all run from 1.00pm - 2.30pm
                Monday 22 April 2024

                Wednesday 24 April 2024

                Friday 26 April 2024

                Monday 13 May 2024

                Wednesday 15 May 2024

                Friday 17 May 2024

                Monday 7 June 2024


                Note: 
                We will use GoTo Meeting as the platform.
                Each participant will need a microphone and a webcam.
                The maximum number of attendees will be eight
                .

                Each participant will receive an email with a link to each session


                About the 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.

                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 admin@algim.org.nz

                • 6 May 2024
                • 9:00 AM
                • 13 May 2024
                • 10:30 AM
                Register

                This intermediate level course is designed for those who are responsible for managing the disposal of information and records with 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 utilise 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.


                Online sessions - all run from 9.00am - 10.30am

                • Session 1 (6 May 2024) - Course overview, understanding disposal, introducing disposal schedules, the difference between appraisal and sentencing

                • Session 2 (8 May 2024) - Legal requirements for disposal, understanding protected records, how the ALGIM disposal schedule fits in
                • Session 3 (10 May 2024) - Utilising the AGLIM disposal schedule
                   
                • Session 4 (13 May 2024) - Understanding implementation, processes for implementing a disposal schedule over hard copy records, and digital records, course wrap up


                What you need to know
                We will use GoTo Meeting as the platform.
                Each participant will need a microphone and a webcam.
                The maximum number of attendees will be eight
                .

                Each participant will receive an email with a link to each session



                About the 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.

                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 admin@algim.org.nz

                • 6 May 2024
                • 11:00 AM
                • 13 May 2024
                • 12:30 PM
                Register

                The 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.


                Online sessions - all run from 11.00am - 12.30pm

                • Session 1 (6 May 2024

                • Session 2 (8 May 2024)

                • Session 3 (10 May 2024

                • Session 4 (13 May 2024) 

                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 will use GoTo Meeting as the platform.

                Each participant will need a microphone and a webcam.
                The maximum number of attendees will be eight.

                Each participant will receive an email with a link to each session



                About the 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.

                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 admin@algim.org.nz

                • 15 May 2024
                • 9:00 AM
                • 29 May 2024
                • 10:30 AM
                • 7
                Register

                This introductory level course is designed for those who are new to information and records management, new to information and records management 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 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, and supports the 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 given between modules to support learning.

                  The course covers the following:


                  • Session 1 (15 May 2024): course overview, defining IM and record-keeping

                  • Session 2 (17 May 2024): legislation and standards

                  • Session 3 (20 May 2024): storage and handling, disaster recover and business continuity planning

                  • Session 4 (22 May 2024): creation and control using classification structures, physical file management

                  • Session 5 (24 May 2024): metadata, email management, databases

                  • Session 6 (27 May 2024): shared network drives, electronic document management systems, digitisation

                  • Session 7 (29 May 2024): managing non-current information, disposal of information, local authority archives.


                  What you need to know

                  • You will need a microphone and a webcam.
                  • We will use GoTo Meeting as the platform.
                  • You will receive an email with a link to each session.
                  • Sessions run from 9.00am to 10.30am.
                  • You will need a quiet space so there are no distractions for the other participants.
                  • The maximum number of attendees is eight.


                  We recommend you log in ten minutes before the training session starts (8.50am) to ensure that you can hear and see everything. If you have any issues, please contact admin@algim.org.nz

                  • 7 Jun 2024
                  • 9:00 AM
                  • 14 Jun 2024
                  • 10:30 AM
                  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.


                  Online sessions - all run from 9.00am - 10.30am
                  Session 1 (7 Jun2024) - Introduction to information assets

                  Session 2 (10 June 2024) - Developing an information asset register

                  Session 3 (12 June 2024) - Managing our information assets

                  Session 4 (14 June 2024) - Using an information asset register to support business activities


                  What you need to know
                  We will use GoTo Meeting as the platform.
                  Each participant will need a microphone and a webcam.
                  The maximum number of attendees will be eight
                  .

                  Each participant will receive an email with a link to each session


                  About the 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.

                  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 admin@algim.org.nz

                  • 7 Jun 2024
                  • 11:00 AM
                  • 14 Jun 2024
                  • 12:30 PM