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• IM Training: Developing an Information Management Strategy

  • Start
    19 Aug 2024
  •  
    1:00 PM
  • End
    30 Sep 2024
  •  
    2:30 PM
  • Location
    Microsoft Teams
  • Spaces left
    7

  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 the trainer.

  
  

  Dates for online sessions - all run from 1.00pm - 2.30pm

  Monday 19 August 2024

  Wednesday 21 August 2024

  Friday 23 August 2024

  Monday 9 September 2024

  Wednesday 11 September 2024

  Friday 13 September 2024

  Monday 30 September 2024

  
  

  What you need to know
  

  • We will use MS Teams 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.

  
  

  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 service@algim.org.nz

  Show details
• ALGIM Training Session: IM Monitoring and Reporting

  • Start
    9 Sep 2024
  •  
    9:00 AM
  • End
    16 Sep 2024
  •  
    10:30 AM
  • Location
    Microsoft Teams
  • Spaces left
    6

  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.

  
  

  Online sessions – all run from 9:00am – 10:30am

  • Session 1 – 9th September 2024
  • Session 2 – 11th September 2024
  • Session 3 – 13th September 2024
  • Session 4 – 16th September 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 Microsoft Teams 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 2-3 days prior to the training date.
  • 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

  Show details
• ALGIM Training Session: Disposing of Local Authority Information and Records

  • Start
    9 Sep 2024
  •  
    11:00 AM
  • End
    16 Sep 2024
  •  
    12:30 PM
  • Location
    Microsoft Teams

  Join waitlist

  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.

    

  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 11:00am – 12:30pm

  • Session 1 (9th September 2024) - Course overview, understanding disposal, introducing disposal schedules, the difference between appraisal and sentencing
  • Session 2 (11th September 2024) - Legal requirements for disposal, understanding protected records, how the ALGIM disposal schedule fits in
  • Session 3 (13th September 2024) - Utilising the AGLIM disposal schedule
  • Session 4 (16th September 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 Microsoft Teams 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 2-3 days prior to the training date.
  • 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

  Show details
• Microsoft Training: File Management with SharePoint and OneDrive

  • When
    17 Sep 2024
  •  
    9:00 AM - 11:00 AM
  • Location
    Microsoft Teams

  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.

  
  

  Course Outline

  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 Collaborative Editing

  OneDrive What is OneDrive? Create Documents and Folders in OneDrive Share Documents and Folders Manage Sharing Permissions Find shared items Unshare shared items Document Versions Copy or Move Documents to SharePoint Delete and Recover Deleted Files Discover the OneDrive and Microsoft 365 phone apps.

  
  

  What you need to know

  • 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.

  • Please note the times are in Australian Eastern Standard Time (AEST) which is two hours behind New Zealand Standard Time (NZST).
  • Duration: Approx. 2 hours

  
  

  For any questions, please contact service@algim.org.nz

  Show details
• Microsoft Training: Word Skills Booster

  • When
    17 Sep 2024
  •  
    11:30 AM - 1:30 PM
  • Location
    Microsoft Teams

  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 and paragraphs
  • The important difference between grammatical 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

  What you need to know:

  • 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.

  • Please note the times are in Australian Eastern Standard Time (AEST) which is two hours behind New Zealand Standard Time (NZST).

  For any questions, please contact service@algim.org.nz

  Show details
• Microsoft Training: Excel Calculation Basics

  • When
    17 Sep 2024
  •  
    2:00 PM - 4:00 PM
  • Location
    Microsoft Teams

  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

  What you need to know:

  • 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.

  • Please note the times are in Australian Eastern Standard Time (AEST) which is two hours behind New Zealand Standard Time (NZST).

  For any questions, please contact service@algim.org.nz

  Show details
• ALGIM Training Session: Introducing Information Management for Local Authorities

  • Start
    18 Sep 2024
  •  
    9:00 AM
  • End
    4 Oct 2024
  •  
    10:30 AM
  • Location
    Microsoft Teams
  • Spaces left
    2

  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.

  
  

  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 9:00am – 10:30am

  • Session 1 (18th September 2024): course overview, defining IM and record-keeping
  • Session 2 (20th September 2024): legislation and standards
  • Session 3 (23rd September  2024): storage and handling, disaster recover and business continuity planning
  • Session 4 (25th September  2024): creation and control using classification structures, physical file management
  • Session 5 (27th September  2024): metadata, email management, databases
  • Session 6 (30th September  2024): shared network drives, electronic document management systems, digitisation
  • Session 7 (4th October 2024): managing non-current information, disposal of information, local authority archives.

  
  

  What you need to know

  • We will use Microsoft Teams 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 2-3 days prior to the training date.
  • 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

  Show details
• ALGIM Training Session: Managing Local Authority Archives Management Course

  • Start
    18 Sep 2024
  •  
    11:00 AM
  • End
    4 Oct 2024
  •  
    12:30 PM
  • Location
    Microsoft Teams

  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.

  
  

  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 11:00am – 12:30pm

  • Session 1 – 18th September 2024
  • Session 2 – 20th September 2024
  • Session 3 – 23rd September 2024
  • Session 4 – 25th September 2024
  • Session 5 – 27th September 2024
  • Session 6 – 30th September 2024
  • Session 7 – 4th October 2024

  
  

  Course Topics

  • 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

  
  

  What you need to know

  • We will use Microsoft Teams 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 2-3 days prior to the training date.
  • 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

  Show details
• Microsoft Training: Excel Skills Booster

  • When
    24 Sep 2024
  •  
    9:00 AM - 11:00 AM
  • Location
    Microsoft Teams

  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

  What you need to know:

  • 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.

  • Training times are in Australian Eastern Standard Time (AEST) which is two hours behind New Zealand Standard Time (NZST).
  • Please note that training sessions are not included under webinar subscriptions, so a registration fee applies.

  
  

  For any questions, please contact service@algim.org.nz

  Show details
• Microsoft Training: Excel Formulas and Auditing

  • When
    24 Sep 2024
  •  
    11:30 AM - 1:30 PM
  • Location
    Microsoft Teams

  Register

  Join us for an enriching course designed to elevate your Excel skills beyond basic calculations.

  
  

  Delve into the world of formulas beyond the basic SUM, AVERAGE, MIN, MAX formulas, and gain essential techniques to create, audit, and understand more advanced formulas like IF, AND, OR functions and how to insert any function into your spreadsheet.

  
  

  Uncover Excel’s error detection tools, and learn to easily keep an eye on values cross multiple sheets. You will also discover the Goal Seek tool that allows you to change the answer you get from a calculation or formula to one you would rather see instead.

  
  

  Prerequisites

  Participants are expected to have a basic understanding of Excel and its core functionalities or have attended the Excel Calculation Basic training. Familiarity with basic calculations, spreadsheet navigation, data entry, and basic formatting will be beneficial. This course is designed for users of all levels, making it suitable for beginners eager to learn, or long time Excel users looking to refine their formula skills.

  
  

  Course Outline

  Formula Techniques

  • Using logical functions (IF)
  • Nesting functions for complex calculations (AND, OR)
  • Using the fx button to insert functions
  • Additional Resources for learning more functions

  Formula Auditing Tools

  • Tracing precedents and dependents
  • Evaluating formula errors and understand error types
  • Using the Watch Window to monitor cell values dynamically
  • Changing the answer to a calculation or formula using Goal Seek

  
  

  What you need to know

  • 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.

  • Please note the times are in Australian Eastern Standard Time (AEST) which is two hours behind New Zealand Standard Time (NZST).
  • Duration: Approx. 2 hours

  
  

  For any questions, please contact service@algim.org.nz

  Show details
• Microsoft Training: Excel Lists and PivotTables

  • When
    24 Sep 2024
  •  
    2:00 PM - 4:00 PM
  • Location
    Microsoft Teams

  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.

  Course Outline:

  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

  
  

  What you need to know:

  • 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.

  • Please note the times are in Australian Eastern Standard Time (AEST) which is two hours behind New Zealand Standard Time (NZST).

  For any questions, please contact service@algim.org.nz

  Show details
• ALGIM: AI Leadership Masterclass Series

  • Start
    15 Oct 2024
  •  
  • End
    12 Nov 2024
  •  
  • Schedule
    5 sessions
  • Location
    Microsoft Teams

  Register

  Empowering Local Government Leaders with AI Expertise

  AI is more than just a technology. It is a transformative tool that has the potential to elevate the way we deliver public services, enhance community engagement, and optimize operations.

  Our AI Leadership Masterclass Series, designed specifically to empower local government leaders with AI expertise. This series offers a unique opportunity to elevate the way we deliver public services, enhance community engagement, and optimize operations

  Why Attend?

  As a local government leader, you will gain:

  1. Practical AI Knowledge: Understand the fundamentals and strategic applications of AI in local government.
  2. Innovative Solutions: Learn how to implement AI to accelerate progress and improve community services.
  3. Leadership Skills: Develop the ability to lead collaborative teams working alongside AI agents.
  4. Certification: Receive a Certificate of Completion for attending the full series and completing a questionnaire.

  
  About the Presenter: 

  

  Dave Wild is the author of Futurework – A Guidebook for The Future of Work. Living on the edge of the world in Aotearoa New Zealand, Dave has presented on stages and screens across the globe from San Francisco to South Auckland to Sydney.
  As a Futurist he’s inspired and guided audiences at industry conferences, government meetings and team events for clients such as Microsoft, Xero, Digital Public Service, Auckland Council, Wellington City Council and ALGIM. Dave inspires audiences with future insights and tools that open minds to new possibilities ahead.

  Masterclass Schedule:
  

  1. Tue 15 Oct: AI Foundations – Explore the fundamentals of AI and local government possibilities
  2. Tue 22 Oct: AI Innovation – Learn how to accelerate progress with practical AI experiments
  3. Tue 29 Oct: AI Strategy – Understand the strategic limitations and power of AI systems
  4. Tue 5 Nov: AI Integration – Advance with AI integrated into daily workflows and services
  5. Tue 12 Nov: AI Leadership – Lead collaborative teams working alongside AI agents

  Masterclass Details:

  • Dates: Tue 15 Oct to Tue 12 Nov
  • Time zones: NZST 2pm / AEST 12pm / AWST 9am
  • Pricing: NZD 150+GST per masterclass, series of all five NZD 499+GST (33% saving)
  • Format: 30 min structured presentation + 30 min facilitated interaction
  • Platform: We will use Microsoft Teams. We recommend you log in ten minutes before the training session starts to ensure that you can hear and see everything.
  • Bookings: The minimum number to proceed: 8
  • Other Information: each participant will receive an email with a link to each session 2-3 days prior to the training date.

  
  Contact us 
  

  Show details
• ALGIM Training Session: Introducing Information Management for Local Authorities

  • Start
    21 Oct 2024
  •  
    9:00 AM
  • End
    4 Nov 2024
  •  
    10:30 AM
  • Location
    Microsoft Teams
  • Spaces left
    5

  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.

  
  

  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 9:00am – 10:30am

  • Session 1 (21st October 2024): course overview, defining IM and record-keeping
  • Session 2 (23rd October 2024): legislation and standards
  • Session 3 (25th October 2024): storage and handling, disaster recover and business continuity planning
  • Session 4 (28th October 2024): creation and control using classification structures, physical file management
  • Session 5 (30th October 2024): metadata, email management, databases
  • Session 6 (1st November 2024): shared network drives, electronic document management systems, digitisation
  • Session 7 (4th November 2024): managing non-current information, disposal of information, local authority archives.

  
  

  What you need to know

  • We will use Microsoft Teams 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 2-3 days prior to the training date.
  • 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

  Show details
• ALGIM Training Session: Introduction to Information Management

  • Start
    21 Oct 2024
  •  
    11:00 AM
  • End
    4 Nov 2024
  •  
    12:30 PM
  • Location
    Microsoft Teams
  • Spaces left
    5

  Register