Training 

Investment in the training and coaching of staff will provide ongoing value to support information and records management best practice within your organisation.

SWIM Ltd Courses

SWIM Ltd offers a range of information and records management training courses. We have a strong reputation for delivering high quality, successful, interesting and practical courses for information professionals. A certificate of attendance is provided to all attendees.

All of our courses are regularly reviewed and revised. Our standard public courses are:

We are pleased to offer a Multiple Attendees Discount when an individual attends more than one SWIM Ltd course in a year or when more than one staff member from a single organisation attends any SWIM Ltd training courses in a year.

  • The first attendance by an individual is at full course price 
  • Second attendance at any course by an individual in a year receives a discount of 15% 
  • A discount of 15% per person is given for registration and attendance by multiple staff from a single organisation for any courses in a year 

Register for a course

Customised In-house Training

SWIM Ltd offer customised in-house training whenever it is simpler or more cost effective for us to come to you! We come to your workplace to deliver one of our standard courses customise to fit your needs.

We offer customised in-house records management training for your records and information management staff. We can also provide records and information awareness training for all staff. Available for teams/groups of 6 to 16 staff.

Training Calendar for 2013

Dates for training courses for 2013 are below. 

Introduction to Recordkeeping

  • March 13-14
  • June 19-20   
  • September 18-19

Retention and Disposal of Records

  •  May 30
  • October 23

Managing Electronic Records

  •  May 22-23
  • August 8-9 

Managing, Measuring and Monitoring

  •  March 21 
  • July 1

Register for a course

Introduction to Recordkeeping 
($700 & GST)

This course is suitable for:

  • Those new to records management, 
  • Those in roles such a corporate administration, management of records staff, 
  • Librarians who wish to learn more about the basics of recordkeeping. 

It is suitable for participants from the public, local authority and private sectors.

 

Course Overview

This practical course is an introduction to the wide range of approaches to recordkeeping practices for both hard-copy and electronic records. It is at an introductory level and focuses on providing an understanding of core concepts and the tools and practices associated with good recordkeeping. Topics covered include:

 

  • Defining records and recordkeeping
  • Core recordkeeping concepts
  • Putting the concepts into practice with:
    • Record creation
    • File classification structures
    • Physical management of hard-copy records 
    • Management of electronic records
    • Management of non-current records
    • Records appraisal
    • Retention and disposal schedules
    • Meeting recordkeeping standards

Register for this course

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Retention and Disposal of Records 
($360 & GST)

This course is suitable for those who have some experience with records management and need to understand the principles and practices behind the formal and legal retention and disposal of records. It is aimed primarily at participants from the public and local authority sectors.

 

Course Overview

This course focuses on providing insight and understanding about the core principles and practices associated with the retention and disposal of records in both hard-copy and electronic formats. Topics covered include:

 

  • Defining retention and disposal
  • Why we need to dispose of records
  • Appraisal theory and concepts
  • Developing a retention and disposal schedule
  • Interpreting and implementing a retention and disposal schedule
  • Using the Archives New Zealand General Disposal Authorities

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Managing, Measuring and Monitoring 
($500 & GST)

This is an advanced course for those information and records managers who undertake strategic planning within their organisations and who wish to demonstrate the value records and information management can add to their organisations. It is suitable for participants from the public sector, local authority sector and private sector.

 

Course Overview

To provide excellent records and information management services within an organisation records managers need to engage with their internal stakeholders at an effective and professional level. This course is designed to provide an overview of the key principles and tools to assist with building the profile and effectiveness of records and information management within an organisation. Topics covered include:

 

  • Information management principles and strategies
  • Information and records management policy and procedures
  • Project management for records and information management projects
  • Undertaking recordkeeping assessments and audits
  • Internal stakeholder engagement strategies
  • How to measure success
  • Change management and communications

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Managing Electronic Records 
($1,125 & GST)

This course is designed for records and information management professionals who have some knowledge of and/or responsibility for the management of electronic records in their organisation. It is suitable for participants from the public, local authority and private sectors.

 

Course Overview

This course provides an overview of key concepts, tools and processes related to the management of electronic records within business information systems, electronic document and records management systems and informal repositories. Topics covered include:

 

  • Key concepts related to managing electronic records 
  • Managing records within business information systems (databases) and/or shared network drives
  • Electronic document and records management systems (EDRMS) including:
    • Purpose of such systems
    • User requirements
    • Selection processes
    • System design and implementation
    • Records management and EDRMS
    • Recordkeeping metadata (including standards)
  • E-Business and records management
  • Preservation and longevity of electronic records
  • Managing records in a hybrid

Register for this course

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