About Us
NZ’s specialist in Enterprise Content Management for Microsoft 365.
Have it all: Ease and flexibility for users, confidence and control for your organisation.
Practical Retention & Disposal for Microsoft 365 & Teams
Do you have doubts that it is possible?
Want to know where to start?
2021 In person workshop series
Wellington
Cost: $195 pp + GST
(includes workbook & morning tea)
- 3.5 hours duration
- 8.30-12 noon - Wellington | Dunedin, Hawke's Bay - dates TBC
Limited to 20 attendees per workshop
Why attend?
This three hour workshop takes you behind the scenes on how to set up retention and disposal for Teams, SharePoint, Exchange and OneDrive. We show you:
1. Out of the box focus: How to get the right mix of retention labels and policies
2. Teams: Pragmatic approach that can be applied Team by Team
3. Traps: How to spot and avoid shortcuts that just aren't compliant
4. Dealing with scale: Options you have so it is efficient, affordable and repeatable
5. PRA, really! Rigorous comparison back to the Act, Standard and Implementation Guide
There will be hands on exercises, a look behind the scenes at the Microsoft 365 controls and plenty of time for group discussion.
The workshop comes on the back of considerable research, thinking and hands-on experimentation with Microsoft 365 and Teams, as well as a wide range of Microsoft 365 ECM implementations in 2020. This includes engaging and gaining feedback from Microsoft on the soundness of the approaches to PRA compliance and use of the E3 and E5 toolsets.
Questions & Answers
- Who is the workshop for? CIO's, Information Management and IT professionals in government agencies, local authorities and the private sector.
- Can more than one person from our organisation attend? At this point we expect high demand and wish to limit attendance to 1-2 people.
- Why is there a charge? The charge covers incidentals such as room hire, catering, materials and significant course development costs.
- I’m most concerned about Teams. Will this workshop help? We understand the information management concerns about Teams. Applicability to Teams is woven throughout the workshop including worked examples and a step by step method for Microsoft Teams.
- Is this just going to be a sales pitch? Not at all. The bulk of the content pertains to designing and configuring out of the box E3 and at times E5 functionality. We discuss ways of increasing efficiency, dealing with scale using a range of approaches to manage thousands of sites and hundreds of Teams. Approaches include PowerShell, Power Platform, in-house development as well as Apps.
- Will it be boring? This workshop will be true to format with plenty of hands on exercises, a look behind the scenes at the Microsoft 365 controls.
- We have a freeze on training budgets in our organisation but I would really like to attend. Can you help? Please ask us about this.
- I don’t know if I know enough for the workshop to be useful? We will start at the start and go through to the end. We are committed to a welcoming and comfortable learning environment for all participants regardless of their current level of knowledge.
- I know a lot about policies, labels and disposal functionality in M365 will this be useful for me? We go beyond the functionality to how you apply it, how it links back to the Act and Standard and shortcuts to watch for that just don't deliver PRA grade R&D but good information management governance.
- I’m an existing Information Leadership customer. Won’t you guys tell me this anyway? Of course we will but the interactive format means you pick up more and it's more enjoyable! This workshop is the vehicle we are using to train our own staff so it is a great opportunity to get up close to how we work and think about information management.
Presenters
Sarah Heal
Director and Operations Manager
A co-founder of Information Leadership, Sarah is an enthusiastic advocate for the power of information. She has a deep recordkeeping, change management and information management background that sets Information Leadership apart.
Grant Margison
Director and Strategy Lead
A co-founder of Information Leadership, Grant combines his experience in corporate management roles with a passion for technology and information. Grant is in charge of strategic direction and innovation at Information Leadership.
Alethea Lock
365 Innovation Manager
A 365 consultant, Althea specialises in enabling change in the technology sector. Alethea has a degree in Psychology and diploma in Organisational Psychology.
PRA compliance whitepaper just published by Microsoft
This whitepaper, published Jan 2021, documents an assessment by Information Leadership of the capability of Microsoft 365 to support organisations in meeting their obligations under the New Zealand Public Records Act 2005 (PRA).
Microsoft recognition as world class
Microsoft Charter member
One of only 41 partners worldwide with this ranking for our proven expertise in Compliance/Records Management and Implementation.
Government Marketplace
Authorised supplier for ICT Professional Services & Data & Information Services on NZ Government ‘Marketplace’, including Cloud Transition Services, Change Management, IM Training Services, Information Architecture & IM Strategy.
Covering all Microsoft 365
Leaders in setting up Microsoft 365 digital workplaces so they are easy and flexible to use, while giving you the confidence and control to manage business-critical information and risks
Microsoft Partner Awards
Empowering Employees Partner of the Year - back to back winners for public and private sector: Tasman District Council 2020 and Todd Energy 2019
What attendees say
We're had fun sharing our knowledge on practical retention & disposal for Microsoft365 and Teams. In 2021 alone, we've connected with 185 people from 93 organisations at nine workshops in Auckland, Christchurch, Hamilton, Tauranga and Wellington. Attendees have spanned information management and technology roles in both public and private sector...
"I liked best the retention and disposal insights"
Stephane David
Information Security Specialist, Zespri
"I found the workshop useful and the presenters were excellent"
Brad Abbott
Information & Digital Tools Advisor, ACC
"Accurate focus on R&D and current issues we are trying to resolve. Good examples of sites."
Tanya Hurley
Information Analyst, Ministry of Primary Industries
"I liked learning about how iWorkplace can fix what I perceive as adoption blockers"
Iain Campbell
Senior Advisor, Information Security and Risk, NZQA
"Really enjoyed the session overall. I liked the demo of set up configuration in the compliance centre and how you explained difficult concepts simply.”
Lucy D'Arcy-Young
Business Analyst Information Services, The Lines Company
"I found the workshop very useful it gave me confidence in M365 functionality for R&D"
Susan Souren
IS Delivery & Information Manager, Hamilton City Council
"The practical demos on how to set up R&D were fantastic!"
Hazel Swainson
Information Management Adviser, NZQA
"The variety of presenters interspersed with live demos kept the session interesting and engaging."
Jenny Acton-Phillips
Senior Advisor Operational Systems, NEMA
"Liked the pace, and presentation screens. Great speakers - liked the switch outs."
Heather Gilliard
Senior Records Analyst - Kāinga Ora Homes and Families
"Good intro into R&D, built on basics which is what I needed."
Tim Opie
Digital Support Officer, Social Workers Registration Board
"I liked the overview of what M365 looks like as an EDRMS and how R&D is applied"
Glenda McDell
Team Leader Information Services, Western Bay of Plenty District Council
"The workshop really helped to clarify my understanding of retention policies and labels and how I might use them. You run very thoughtful and professionally presented workshops, e.g. the mix of speakers is great, particularly with the SharePoint walk-through mixed in - it was a great workshop!"
"It was a really informative and enjoyable workshop. Great clarity and solutions for a significant business challenge."
Deb Anderson
Manager Application & Application, Porirua City Council
"Awesome advice from great experienced people - I like that Grant and Sarah tell the facts, very straight forward talking."
Robyn Martin
Information Business Analyst, EQC
"What I liked best was seeing how to configure in the Compliance Centre."
Ruth Nicholas, Information Architect
Civil Aviation Authority
"Great overview and discussion of linkages of various components - OneDrive, SharePoint, Teams. Very Practical advice and thought provoking."
Stephen Merrick
Records Manager, NZ Superannuation Fund
"I liked it all especially the insights into iWorkplace, Teams and 365 potential"
Ashley Holloway-Bryers
Information and Records Team Leader, GNS Science
"I liked finding out more about policies and labels + E3 vs ES. Great course"
Trish Keen
IM Team Leader, Waimakariri District Council
"A useful workshop - the overview of Teams, OneDrive and SharePoint R&D will help us build and improve our information management practices within Microsoft 365"
Nathan McLeod
Information Services Manager, Central Otago District Council
"The workshop was very useful and the presenters were excellent"
Melanie Mills
Senior IM Advisor/Privacy Officer, Ministry for Culture and Heritage
"The workshop was well worth it."
Paul O'Donoghue
Manager Information & Digital Tools, ACC
"It was great listening to people actually have R&D on the radar!"
Joy Kopa
Records & Information Manager, Tararua District Council
"Very Professional, great food and thorough content on Teams structure and use"
Tascha Lawry
IM Officer, Waimakariri District Council
"What I liked best was seeing what can be done with Teams in connection with SharePoint"
Steve Williams
Business Services Manager, Forest & Bird
"The explanation of the relationships between Teams, SharePoint and R&D was what I liked best."
Alan Sheppard
Corporate Records Manager, Auckland District Health Board
"The workshop was useful - I liked the amount of content in the slides and the fact that we were given hard copies of all the information"
Tanya Sreelekha
Senior Advisor, IT Operations & Projects, Ministry for Culture and Heritage
"Well paced - obviously well planned. Felt I haven't wasted my time attending..."
Steve O'Hagan
Manager Information Capability, New Zealand Police
"Great session. Very informative. Was happy to see the approach we put in place two years ago is in line with today"
Charlie Stanners
Solution Architect, AgResearch
"What I liked best was the explanation of what we should be doing, the existence of the Compliance Centre, and the news that it's doable out of the box (more or less!)."
Elaine Marland
Manager Knowledge Services, Heritage NZ Pouhere Taonga
Register your interest
Cost (excluding GST):
$195 | includes workbook, morning/afternoon tea
Ask us about in-house options