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 guidance for the mandatory Information and records management standard , 2016 principle 1.4 “Organisations must have information and records management staff, or access to appropriate skills” and Implementation guide (G8) 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, Section 2 covers basic introductory concepts. However, both new and experienced practitioners can use these short courses to acquire targeted skills and knowledge.

2.1 ALGIM (Association of Local Government Information Management)

View website

Workshops on a variety of information management topics and methods; face-to-face and at locations throughout New Zealand.

A regular programme of Information management webinars including topics such as:

  • the Public Records Act 2005,

  • Executive Sponsors, and

  • Retention and Disposal.

2.2 Allfields

View website

The types of training include seminars, workshops, small and large groups, digital learning including Interactive e-Learning and digital video content. Industry standard authoring tools are used to create learning material in a variety of digital outputs, see examples.

Training Design and delivery – with all vendors and products commonly used.

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

2.3 i3 Information, Imagination, Insights

The types of training include workshops and training, including in-house options

i3 is independent of any specific software solution and their 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

Short courses

Training calendar - Trainer led discussions, individual exercises and case studies - covering the main provisions of New Zealand recordkeeping legislation. The types of training include 1-2 day face-to-face training, e.g.

And Information Management Training

Office365/SharePoint courses include planning for new implementations, improving existing ones and implementation issues such as administration, deployment, support, regulatory, product compliance, and control.

Other training

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

Webinars, e.g. Recordkeeping and document management in Office 365.

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

2.5 Infotrain

View website

The types of training include face-to-face, 1-2 hours, half to full days. Training options include one-on-one training and mentoring, and workshops by request.

Examples of workshops include:

  • Records management essentials

  • Setting up successful records management programmes

  • Implementing new systems

  • Retention and Disposal.

  • Mentoring and Coaching.

2.6 Lindisfarne Information Consulting

Training services include the development of customised training programmes and procedures for ensuring new systems are understood and supported - Training aids. The types of training include face-to-face, one-on-one and groups.

2.7 Objective Corporation

The types of training include:

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

The types of training include:

Certificate of Proficiency,

Online learning, 10-12 hours per week for 16 weeks. Entry criteria applies.

Most courses can be undertaken individually as a Certificate of Proficiency - see the list of courses in the Bachelor of Library and Information Studies.

Courses

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.

* Under development for 2020

2.9 Triptych

The types of training include face-to-face 1-2 day practical workshops which 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.

Courses

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

New Zealand Diploma in Records and Information Management, Level 6 NZQA

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

Each course is a minimum of 10-12 hours per week for 16 weeks, learning is by on-line delivery, and entry criteria applies. See Certificate of Proficiency options for individual courses.

*Under development for 2020.

Bachelor of Library and Information Studies

Bachelor of Library and Information Studies, Level 7 NZQA

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*

*Under development for 2020.

18 courses each a minimum 10-12 hours per week for 16 week, learning is by on-line delivery, and entry criteria apply.

Bachelor of Applied Science (Unspecified major)

Bachelor of Applied Science (Unspecified major), Level 7 NZQA

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.

18 courses each a minimum 10-12 hours per week for 16 week, learning is by on-line delivery, and entry criteria apply.

Graduate Certificate in Library and Information Leadership

Graduate Certificate in Library and Information Leadership, Level 7 NZQA

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.

Three courses each a minimum 10-12 hours per week for 16 weeks, online Learning, and entry criteria apply.

*Under development for 2020

3.2 Te Wānanga o Raukawa

Heke Puna Maumahara – Diploma in Information Management

Heke Puna Maumahara – Diploma in Information Management, NZQA L5, 1-year introductory

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.

For people wanting a career focused on preserving taonga, whether for marae, iwi, whānau, Māori organisation, library or museum; and seeking or currently in a role where they collect, access, store, design, implement, preserve and manage knowledge and systems.

Delivery by three day residential seminars, self-directed and online Learning.

Poutuarongo Puna Maumahara – Bachelor of Information Management

Poutuarongo Puna Maumahara – Bachelor of Information Management, NZQA L7

Progressing from the diploma this qualification 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.

Delivery by residential seminars, self-directed learning and online delivery. Application criteria: completion of Heke Puna Maumahara – Diploma in Information Management.

3.3 Victoria University of Wellington

Postgraduate Certificate in Information Studies

Postgraduate Certificate in Information Studies, with specialisation in archives and records

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

Entry criteria - a degree or professional experience accepted by the programme director.

Postgraduate Certificate in Information Studies

Postgraduate Certificate in Information Studies, with specialisation in archives and records Progress from the postgraduate certificate by adding courses in:

  • Management

  • Information access and use

  • Metadata

  • Plus one elective.

Master of Information Studies

Master of Information Studies, with specialisation in archives and records

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

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.

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

Delivery by on-line with evening lectures, and entry criteria apply. Each course averages 12 hours per week for 12 weeks.

4 Scholarships, Funding, Awards

Association of local government information management

ALGIM Awards - IRM Training and Development award

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

  • Te Wānanga o Raukawa Foundation Scholarships.

  • Open criteria scholarships – apply by January; and Ōtaki and Porirua Trusts Board 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.

Please note there are differences between the New Zealand, Australian and the United States legislative, operational, and cultural environments and how information and records are managed.

5.1 Australasian - Liquid Learning

Running over 300 events and per year and having helped 75,000+ delegates they focus on leadership as the key to unlocking personal and professional success.

The types of training include two day workshops with a facilitator, summits, forum; and conferences with 15-20 speakers.

Training opportunities focus on developing leadership capability and may include strategy, transformation, and developing business skills like effective communication, information governance, understanding changing roles, and topical trends and issues. To find upcoming events with a focus on information and records management – from the home page - filter by Role: “ICT, Knowledge and IM”, then by location.

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

View website

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.

While training is targeted to the Australian market, many courses a generic and are generally half to full days. RIMPA can provide specialist trainers for these topics:

  • Records Management Fundamentals (RM101)

  • Archiving

  • Records Classification

  • Digital Records

  • Implementing EDRMS

  • Records Management Strategies.

Accredited Qualifications

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.

5.3 Australian - Linked Training

Training resources support the development of information and records management professionals from beginner to advanced user, e.g. HP Records Manager (ex-TRIM) with delivery is by single and multi-day courses.

eLearning options are available for Application training, e.g. Content manager, and HP Records Manager (ex-TRIM).

5.4 Australian - National Archives of Australia

A range of training programmes and resources to develop information and records management capability - Support and professional development. While some content is Austrailan specific, generic content is useful, e.g. business information, metadata, email, description, and digital records - eLearning – short videos, presentation

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

View website

For information professionals - Training and Certification options.

5.6 United States - ARMA International

(Previously titled Association of Records Managers and Administrators)

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

View website

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

Type of offering - Certified Records Manager (CRM). Attaining the CRM designation is based on educational background, professional work experience, and passing the six-part examination.