1 Introduction

This document lists in one place information on organisations and individuals that provide education or training in information and records management.

This guide is part of the key guidance for the mandatory Information and records management standard principle 1.4 “Organisations must have information and records management staff, or access to appropriate skills” and the Implementation guide explanation “Your organisation must have staff with information and records management skills or be able to access this expertise.”

The purpose of this document is to provide a resource for those in the information and records management sector seeking to develop their capabilities. The professional development opportunities are presented from targeted short courses progressively through to in-depth courses for capability development.

2 Introductory level seminars, workshops and short courses

For people new to information and records management, this section covers basic introductory concepts. However, both new and experienced practitioners can also use these short courses to acquire targeted skills and knowledge.

2.1 ALGIM (Association of Local Government Information Management)

IM Workshops

  • Face-to-face, various locations

  • Workshops on a variety of information management topics

ALGIM IM Webinars

  • Login required

A regular programme of webinars including topics such as:

  • the Public Records Act 2005

  • Executive Sponsors

  • and Retention and Disposal

2.2 Allfields

Training Design and Delivery

  • Seminars

  • Workshops

  • Small and large groups

  • Digital learning

Allfields work with all vendors and products commonly used. 

Training solutions and strategies are customised for specific projects or organisational requirements, including upskilling staff.

E-Learning and Video Development

  • Interactive e-Learning

  • Digital video content

Allfields create e-Learning modules and digital content for upskilling staff.

Industry standard authoring tools are used to create learning material in a variety of digital outputs, see examples.

2.3 i3 Information, Imagination, Insights

Workshops and training, including in-house options.

i3 is independent of any specific software solution.

The range of training services includes:

  • Strategic development workshops

  • Mentoring and professional development

  • Training needs analysis instructional design - i3 has experience designing information management courses to NZQA course standards.

2.4 Information Leadership

Public Records Act 2005 1-2 day face-to-face training

Training calendar

Trainer led discussions, individual exercises and case studies - covering the main provisions of New Zealand recordkeeping legislation.

1 day face-to-face workshops

Training calendar

Information Management Training

O365/SharePoint courses include planning for new implementations, improving existing ones and implementation issues such as administration, deployment, support, regulatory, product compliance, and control.

Customised in-house courses

Tailored to specific requirements; in-house courses provide the opportunity for teams to develop agreed solutions.

Webinars

Webinars covering recordkeeping and document management in 0365.

Mentoring

Customised to support specific development goals, with targeted skills acquisition by regular contact, feedback and planning sessions.

2.5 Infotrain

Short courses and workshops

Face-to-face, 1-2 hours, half to full days

Training options include one-on-one training and workshops by request. Examples of workshops include:

  • Records management essentials

  • Setting up successful records management programmes

  • Implementing new systems

  • Retention and Disposal.

Face-to-face 1-2 days

Mentoring and coaching.

2.6 Lindisfarne Information Consulting

Records, archives and information management courses

Face-to-face, one-on-one and group training.

Records, archives and information management training.

Training aids

The development of customised training programmes and procedures for ensuring new systems are understood and supported.

2.7 Objective Corporation

Workshops

Onsite, without charge.

Various, based on industry research and case studies.

Short Courses

Face-to face, online, and eLearning options.

A wide range of courses suitable for people in a variety of information and records management roles.

Webinars

Explore challenges, practical best practice insights for greater efficiency, quality and transparency.

2.8 Open Polytechnic of New Zealand

Certificate of Proficiency

Most courses can be undertaken individually as a Certificate of Proficiency.  

See the list of courses in the Bachelor of Library and Information Studies

Principles of Records Management

Managing records of all formats in Aotearoa New Zealand private and public sector organisations.

Archives Management

The principles and key practices associated with managing community, private and public sector archives and archival tāonga in Aotearoa New Zealand.

Principles of Information Management

The strategies required to facilitate the effective management of information in organisational systems.

Preservation and Digitisation

The principles and practices associated with the digitisation and long-term preservation of records, written tāonga and other.

This course is under development for 2020.

2.9 Triptych

1-2 day practical workshops

Face-to-face.

Workshops can be customised for individuals and groups by request. Courses include:

  • Care and handling for Libraries, Archives and Records

  • Disaster preparedness and response for Libraries

  • Archives and Records

  • Other, e.g. Enclose it, Box it

2.10 Victoria University of Wellington

Certificate of Proficiency

  • Post Graduate, entry criteria apply

  • Online internet conference sessions

  • Averaging 12 hours per week for 12 weeks

Managing Current Records, then select the relevant year option.

Theory, tools and strategies for ensuring records in the digital working environment are created and maintained in accordance with organisational and societal requirements.

Archival Systems, then select the relevant year option.

Theory, systems and strategies for determining those records worthy of long-term preservation, and their management in the digital age.

Digital Curation, then select the relevant year option.

Long-term preservation issues relating to digital objects, i.e. maintaining and adding value to a trusted body of digital information for current and future use.

Information Culture, then select the relevant year option.

Explore the attitudes and behaviours of individuals towards information and the influences of these on the management of information and records.

3 Qualifications

For people wanting to develop in-depth knowledge, analysis skills, and increasing levels of capability.

These courses are suitable for people with a range of pre-existing education and skills and are relevant for new entrants to experienced practitioners. They are presented, in advancing levels by provider, from introductory to increasing levels of information and records capability and career progression.

3.1 Open Polytechnic of New Zealand

New Zealand Diploma in Records and Information Management

  • Level 6 NZQA

  • Six courses each a minimum 10-12 hours per week for 16 weeks

  • Online learning

  • Entry criteria applies

Learn to manage organisational information in ways that address business, governance, research and storage requirements.

Develop a practical and strategic understanding of the creation and use of physical and digital records, archives and other types of organisational information.

Acquire skills in developing and implementing policy, strategy, standards and practice in ethical ways – to meet legislation and organisational requirements within unique working environments. The five core courses are:

  • Principles of Records Management

  • Principles of Information Management

  • Digital Asset Management*

  • Archives Management

  • Preservation and Digitisation*

with one optional course:

  • Cultural Competencies in the Information Environment*

  • Knowledge of Organisation Systems

Note: See Certificate of Proficiency options for individual courses.

* These courses are under development for 2020.

Bachelor of Library and Information Studies

  • Level 7 NZQA

  • 18 courses each a minimum 10-12 hours per week for 16 weeks

  • Entry criteria apply

  • Online learning

This qualification will prepare you for a career in library, archives, information or records management. It will suit those who wish to work in a range of roles in the information and records management sector.

Gain knowledge to apply evidence-based practice to the collection, organisation and management of physical and digital media. The degree consists of 15 core courses and three optional including:

  • Principles of Records Management

  • Principles of Information Management

  • Archives Management

  • Digital Asset Management*

  • Preservation and Digitisation*

* These courses are under development for 2020.

Bachelor of Applied Science (Unspecified Major)

This is a generalist degree. The New Zealand Diploma in Records and Information Management or another suitable diploma can progress into it.

The degree consists of four core courses and 14 elective courses.

Graduate Certificate in Library and Information Leadership

  • Level 7 NZQA

  • Three courses each a minimum 10-12 hours per week for 16 weeks

  • Online Learning

  • Entry criteria apply

This qualification will prepare you for a range of leadership roles in libraries, archives or records management.

It is suitable either for people with roles in management or a strategic focus in designing and leading change, and those seeking career progression. The graduate certificate consists of three courses:

  • Critical Perspectives for Library and Information Professionals

  • Strategy and Planning in Information Organisations

  • Leadership and Advocacy for Information Professionals

3.2 Te Wānanga o Raukawa

Heke Puna Maumahara

  • Diploma in Information Management

  • 1-year introductory course

This diploma is for people wanting a career focused on preserving taonga, whether for marae, iwi, whānau, Māori organisation, library or museum. Learning is entrenched in mātauranga Māori and applying these concepts when organising and retrieving information. It is based on tikanga and kaupapa Māori and knowledge management through a Māori world view.

It is suitable for those seeking or currently in a role where they collect, access, store, design, implement, preserve and manage knowledge and systems.

Poutuarongo Puna Maumahara – Bachelor of Information Management

Application criteria: completion of Heke Puna Maumahara – Diploma in Information Management This qualification, progressing from the diploma, aims to develop bilingual and bicultural managers of Māori information resources in organisations.

It covers designing, implementing and managing information systems that are suitable for whakapapa based rōpū, Māori groups and organisations in general.

3.3 Victoria University of Wellington

Postgraduate Certificate in Information Studies

  • With specialisation

  • Online with evening lectures

  • Entry criteria apply: degree or extensive professional experience accepted by the programme director

This course is suitable if you have an existing degree and are wanting to develop an information and records specialisation.

The certificate provides an overview of the information professions including legislation and policies and issues facing the profession such as copyright, cybersecurity, and privacy. The specialisation is:

  • Managing current records

  • Archival systems

Postgraduate Diploma in Information Studies

  • With specialisation

  • Online with evening lectures

  • Entry criteria apply

You can progress from the postgraduate certificate by adding courses in:

  • Management

  • Information access and use

  • Metadata

  • Plus one elective

The specialisation is:

  • Managing current records

  • Archival systems

Master of Information Studies

  • With specialisation in Archives and Records Management

  • Online with evening lectures

  • Entry criteria apply

Become expert in managing information, gaining skills in management and communication, information technology, research methods.

Government departments, businesses, libraries, museums and archives all need people who can identify relevant information, retrieve it, organise it and make sure people can access it.

This qualification provides a technology-focused and research-based education in information organisation.

4 Scholarships, funding, awards

ALGIM Awards

IRM Training and Development award

Awarded to one person each year who is working within information management at a local authority.

This award provides the opportunity to attend a conference or course of choice as approved by ALGIM.

Open Polytechnic of New Zealand

Follow this link for details of other Scholarships, awards and financial assistance.

Te Wānanga o Raukawa

Scholarships

Specific criteria scholarships:

  • Open criteria scholarships – apply by January

  • Ōtaki and Porirua Trusts Board Scholarships

  • Te Wānanga o Raukawa Foundation Scholarships

Victoria University of Wellington

Scholarships (scroll down to find relevant scholarships).

5 International

The organisations listed in section 5 provide international training resources which may have relevance for practitioners working in the New Zealand environment.

Note: there are differences between the New Zealand, Australian and US legislative, operational, and cultural environments and how information and records are managed.

5.1 Australasian - RIMPA (Records & Information Management Professionals Australasia)

RIMPA is the longest serving association for industry practitioners in the southern hemisphere. They actively promote best practice, set industry standards and foster professional development across all business sectors and educational institutions.

Half and full day training

Training targeted for the Australian market, however some are generic. RIMPA can provide specialist trainers for these topics:

Records Management Fundamentals (RM101)

  • Archiving

  • Records Classification

  • Digital Records

  • Implementing EDRMS

  • Records Management Strategies.

Accredited Qualifications

Introductory to Advanced. Institutions and providers formally recognised by RIMPA have had their course curricula tested against RIMPA expertise and knowledge of best practice, the ISO Standard for Records Management 15489, and if applicable the Recordkeeping Competency Standards.

5.2 Australian - Linked Training

About us

Training resources support the development of information and records management professionals from beginner to advanced user, e.g. HP Records Manager (ex-TRIM).

eLearning

Application training, e.g. Content manager, and HP Records Manager (ex-TRIM).

5.3 Australian - National Archives of Australia

Support and professional development

A range of training programmes and resources to develop information and records management capability.

eLearning – short videos, presentation

While some content is Austrailan specific, generic content is useful, e.g. business information, metadata, email, description, and digital records.

5.4 United States - AIIM (Association for Information and Image Management)

For information professionals.

5.5 United States - ARMA International

(Previously Association of Records Managers and Administrators)

IMasters - webinars

  • Live or on-demand

ARMA International Certificate programs

  • Certification requirements and course offerings

  • Certificate program

Standards and best practice

  • Resources

5.6 United States - Institute of Certified Records Managers (ICRM)

ICRM is an international certifying organisation of, and for professional records and information managers.

Certified Records Manager (CRM)

Attaining the CRM designation is based on educational background, professional work experience, and passing the six-part examination.