Practical Retention & Disposal for Microsoft 365 & Teams

Do you have doubts that it is possible?
Want to know where to start?

Hero - RD365

2021 In person workshop series

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.


Sarah Heal
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
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
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).

Get Microsoft Whitepaper
Whitepaper v3

Microsoft recognition as world class

logo - Microsoft Content Services Partner Program Charter Member

Microsoft Charter member

One of only 41 partners worldwide with this ranking for our proven expertise in Compliance/Records Management and Implementation.

logo - The DIA Government Marketplace

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.

logo - Microsoft Office 365

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

2020 MS logo

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...

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.

Register your interest

Cost (excluding GST):

$195 | includes workbook, morning/afternoon tea

Ask us about in-house options