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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

    • 17 Jun 2024
    • 9:00 AM
    • 2 Jul 2024
    • 10:30 AM
    • 5
    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 June 2024) - course overview, defining IM and record-keeping
    • Session 2 (19 June 2024) - legislation and standards
    • Session 3 (21 June 2024) - storage and handling, disaster recovery and business continuity planning
    • Session 4 (24 June 2024) - creation and control using classification structures, physical file management
    • Session 5 (26 June 2024) - metadata, email management, databases
    • Session 6 (1 July 2024) - shared network drives, electronic document management systems, digitalisation
    • Session 7 (2 July 2024) - 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 (2-3 days before the training session is due to start)

    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 service@algim.org.nz

    • 17 Jun 2024
    • 11:00 AM
    • 2 Jul 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 12.30pm. There will be no training Friday 28th June due to the public holiday.

    • Session 1 (17 June 2024)
    • Session 2 (19 June 2024
    • Session 3 (21 June 2024) 
    • Session 4 (24 June 2024) 
    • Session 5 (26 June 2024) 
    • Session 6 (1 July 2024) 
    • Session 7 (2 July 2024)

    What you need to know: 

    • There is a maximum of eight participants.
    • We will use MS Teams as the platform.

    • You will need a microphone and a webcam.
    • You will receive an email with a link to the sessions (2-3 days before the training session is due to start).


    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 service@algim.org.nz

    • 24 Jun 2024
    • 10:00 AM - 3:30 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 service@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

    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 service@algim.org.nz

    • 25 Jun 2024
    • 9:00 AM - 11:00 AM (AEST)
    • Microsoft Teams
    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 one-day Microsoft Teams 100: Essentials training session and multiple two-hour feature-specific sessions to accommodate specific needs and time constraints. For a thorough Teams understanding, consider combining this session with other two-hour sessions in the series or opting for the Microsoft Teams 100: Essentials training, complemented by any two-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

    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.

        • 25 Jun 2024
        • 11:30 AM - 1:30 PM (AEST)
        • Microsoft Teans
        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 aragraphs 
        • 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.

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

        • 25 Jun 2024
        • 2:00 PM - 4:00 PM (AEST)
        • Microsoft Teams
        Register

        Whether you're new to PowerPoint or looking to refine your abilities, this two-hour session will provide you with the essential skills and practical tips needed to create effective, polished presentations. 


        From mastering the basics to exploring intermediate techniques and advanced features, this course offers a well-rounded approach to help you confidently design and deliver your slides. Join us to improve your PowerPoint proficiency your presentation skills with our PowerPoint Skills Booster course.


        This is also the ideal session if you need to quickly get to grips with PowerPoint. 


        Course Outline:

        Introduction

        1. Welcome and objectives
        2. Introduction to PowerPoint interface

        Basic Skills

        1. Creating and organising slides
        2. Text and content insertion
        3. Running a show

        Design and Layout

        1. Slide layout and design principles
        2. Slide masters basics
        3. SmartArt and charts

        Intermediate Techniques

        1. Intro to transitions and animations
        2. Multimedia and interactivity basics

        Advanced Tips and Tricks

        1. Customising presentations
        2. Creating custom shows
        3. Collaboration and sharing your presentation 
        4. Presenting better with speaker coach

        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. 
            • Duration: Approx. two hours 


            We recommend you log in ten minutes before the training session starts to ensure there are no tech issues. For any questions, please contact service@algim.org.nz

            • 2 Jul 2024
            • 9:00 AM - 11:00 AM (AEST)
            • 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

            • 2 Jul 2024
            • 11:30 AM - 1:30 PM (AEST)
            • Microsoft Teams
            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 one-day Microsoft Teams 100: Essentials training session and multiple two-hour feature-specific sessions to accommodate specific needs and time constraints. For a thorough Teams understanding, consider combining this session with other two-hour sessions in the series or opting for the Microsoft Teams100: Essentials training, complemented by any two-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

            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

            • 2 Jul 2024
            • 2:00 PM - 4:00 PM (AEST)
            • Microsoft Teans
            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

            • 5 Jul 2024
            • 9:00 AM
            • 12 Jul 2024
            • 10:30 AM
            • 7
            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 – 5th July 2024
            • Session 2 – 8th July 2024
            • Session 3 – 10th July 2024
            • Session 4 – 12th July 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

            • 5 Jul 2024
            • 11:00 AM
            • 12 Jul 2024
            • 12:30 PM
            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.

              

            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 (5th July 2024) - Course overview, understanding disposal, introducing disposal schedules, the difference between appraisal and sentencing
            • Session 2 (8th July 2024) - Legal requirements for disposal, understanding protected records, how the ALGIM disposal schedule fits in
            • Session 3 (10th July 2024) - Utilising the AGLIM disposal schedule
            • Session 4 (12th July 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

            • 9 Jul 2024
            • 9:00 AM - 11:00 AM (AEST)
            • Microsoft Teams
            Register

            Whether you're new to PowerPoint or looking to refine your abilities, this two-hour session will provide you with the essential skills and practical tips needed to create effective, polished presentations. 


            From mastering the basics to exploring intermediate techniques and advanced features, this course offers a well-rounded approach to help you confidently design and deliver your slides. Join us to improve your PowerPoint proficiency your presentation skills with our PowerPoint Skills Booster course.


            This is also the ideal session if you need to quickly get to grips with PowerPoint. 


            Course Outline:

            Introduction

            1. Welcome and objectives
            2. Introduction to PowerPoint Interface


            Basic Skills

            1. Creating and organising slides
            2. Text and content insertion
            3. Running a show


            Design and Layout

            1. Slide layout and design principles
            2. Slide masters basics
            3. SmartArt and charts


            Intermediate Techniques

            1. Intro to transitions and animations
            2. Multimedia and interactivity basics


            Advanced Tips and Tricks

            1. Customising presentations
            2. Creating custom shows
            3. Collaboration and sharing your presentation 
            4. Presenting better with speaker coach


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

              We recommend you log in ten minutes before the training session starts to ensure there are no tech issues. For any questions, please contact service@algim.org.nz

              • 9 Jul 2024
              • 11:30 AM - 1:30 PM (AEST)
              • 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.
                • 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

                • 9 Jul 2024
                • 2:00 PM - 4:00 PM (AEST)
                • Microsoft Teams
                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 one-day Microsoft Teams 100: Essentials training session and multiple two-hour feature-specific sessions to accommodate specific needs and time constraints. For a thorough Teams understanding, consider combining this session with other two-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
                • Unsave messages and conversations
                • Find messages and conversations
                • Get and send links to conversations

                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

                • 15 Jul 2024
                • 9:00 AM
                • 29 Jul 2024
                • 10:30 AM
                • 6
                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 (15th July 2024): course overview, defining IM and record-keeping
                  • Session 2 (17th July 2024): legislation and standards
                  • Session 3 (19th July 2024): storage and handling, disaster recover and business continuity planning
                  • Session 4 (22nd July 2024): creation and control using classification structures, physical file management
                  • Session 5 (24th July 2024): metadata, email management, databases
                  • Session 6 (26th July 2024): shared network drives, electronic document management systems, digitisation
                  • Session 7 (29th July 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

                  • 15 Jul 2024
                  • 11:00 AM
                  • 29 Jul 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.


                  About our presenter Kerri Siatiras, Siatiras Consulting