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?
March 2021 In person workshop series
Wellington CBD
Cost: $195 pp + GST
(includes workbook & morning/afternoon tea)
- Wed 17 Mar: 8.30-12noon
- Wed 17 Mar: 1-4.30pm
- Thu 18 Mar: 8.30-12noon
- Thu 18 Mar 1-4.30pm
Limited to 24 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? Information Management professionals and BAs for public offices, government agencies or local authorities
- 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.
- I’ve already done the IM>>365 webinar – what will be new? In most of the webinars we have been able to spend 20 minutes at most on retention and disposal. Here we have a full half-day to spend taking you through it plus the thinking has been updated
- Will it be boring? I don’t think I can listen to you guys for another three hours! This workshop will be true to format with plenty of hands on exercises, a look behind the scenes at the Microsoft 365 controls and plenty of time for group discussion
- I can’t make it on the dates, will you run this again? Possibly and possibly not. We have lots of content to share so we may run this in the New Year or we may focus on other topics. It depends largely on what the Information Management community is asking for
- 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.
- 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 its 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.
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
Information Leadership is one of only 41 partners worldwide with this ranking and the only NZ Partner. This is for our proven expertise in Compliance/Records Management and Implementation.
Government Marketplace
We are authorised supplier for ICT Professional Services and Data and Information Services on NZ Government ‘Marketplace’, including Cloud Transition Services, Change Management, IM Training Services, Information Architecture and 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
In 2020, for the second year in a row, Information Leadership was named Microsoft’s 'Empowering Employees Partner of the Year' for our work with Tasman District Council. In 2019, we won for our work with Todd Energy as well as being placed Highly Commended for the Modern Workplace Award.
Overwhelmingly positive feedback from IM for 365 workshops 2020
"A key takeaway for me was the 5 iM principles and how they can be delivered on through O365. I liked the practical advice best – an information management led Office 365 implementation."
Philippa Pointon
Knowledge Services Manager, Ministry of Health
"I liked least that it didn't go longer actually. Probably another session to extend on this learning on another day would work really well if you were still doing this as an online workshop."
Dawn Goodman
Records Team Leader, Nelson City Council
"the issues raised are exactly the reason why I have tried to manage the deployment of Teams as this stuff is super important and the organisation (IM Team) need to know the implications... without stiffing the enormous benefits we have seen through the use of Teams to collaborate... especially the ability to scale during the current COVID-19 crisis."
Kelvin Gray
Technical Application Specialist, Christchurch City Council
"I think it was a great workshop...it was all really easy to understand & I think you did a great job of clearly explaining the concepts and possibilities."
Ari Kerei
Senior IM, Advisor OSPRI
“A key takeaway for me was just keeping up to date with what's going on outside of our own workplaces. If we don't get the chance to be exposed to new stuff then we run the risk of becoming blinkered"
Sharon Lewis
EDRMS Administrator & Trainer, Western Bay of Plenty District Council
"The workshop was very useful and the content is relevant to our organisation and our current situation"
Yvette Mackay
Business Analyst ICT, Hawkes Bay Regional Council
"A key takeaway for me was the need for close governance in any rollout, plus the fact that governance was actually possible, which I was not aware of previously"
Elaine Marland
Manager Knowledge Services, Heritage NZ
"For a workshop that is open to numerous organisations - this was a fantastic overview"
Maggie Vickers
Engagement & Communications Coordinator, Climate Change Commission
“I really appreciate the fact that although technologies change, IM best practices have not...This is an exciting space and it still remains - how can we use technology to marry usability and compliance.”
Catherine Campbell
SharePoint Administrator, SportNZ
“Really great presentation which helped to fill in some "gaps" for me”
Jane Smith
Document & Records Analyst, Central Otago District Council
“The workshop was well structured with very good presenters / facilitators.”
Gavin Martin
Head of Enterprise & Collaboration Applications, Kordia
“Very timely with having gone through lock down how digital work spaces can be used."
Selena Hurrell
IM Support Officer, South Taranaki District Council
"I thought it was a really useful workshop and I gained a lot of insights from attending"
Steve Williams
Business Services Manager, Forest & Bird
“There are some really good features in Office365 that can be used effectively with some careful thought and planning"
Glenn Tetlow
Information Services Officer, Western Bay of Plenty District Council
“A key takeaway for me was just keeping up to date with what's going on outside of our own workplaces. If we don't get the chance to be exposed to new stuff then we run the risk of becoming blinkered"
Sharon Lewis
EDRMS Administrator & Trainer, Western Bay of Plenty District Council
Register your interest
Cost (excluding GST):
$195 | includes workbook, morning/afternoon tea
Ask us about in-house options