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SharePoint Governance, Planning and Adoption

3 Days Classroom Session   |  
3 Days Live Online
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This course can be tailored to your needs for private, onsite delivery at your location.

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Professional Credits


ASPE is an IIBA Endorsed Education Provider of business analysis training. Select Project Delivery courses offer IIBA continuing development units (CDU) in accordance with IIBA standards.


NASBA continuing professional education credits (CPE) assist Certified Public Accountants in reaching their continuing education requirements.

This course offers 25.00 NASBA CPEs.


Select courses offer Leadership (PDU-L), Strategic (PDU-S) and Technical PMI professional development units that vary according to certification. Technical PDUs are available in the following types: ACP, PBA, PfMP, PMP/PgMP, RMP, and SP.

This course offers:
    21.00 PMP/PgMP Technical PDUs


This three-day SharePoint course is a comprehensive and detailed discussion about the proper techniques for deploying SharePoint by focusing on how to build and maintain proper Governance. This class begins by ensuring that each student understands what SharePoint is and the business proposition for the enterprise collaboration platform. This course is an in-depth discussion into the business case and ROI of SharePoint and how to tie SharePoint to your company vision. Class dives into Governance by teaching students the value of proper Governance planning, deployment and ongoing support. Students will define a vision for SharePoint and will work together on exercises designed to give a real-world understanding of the steps required when building the team as well as answering the critical questions.

Students will be introduced to all of the features of SharePoint and the considerations around each as they relate to Governance. While the class will focus mainly on SharePoint features, the class is also relevant regardless of the SharePoint version that is deployed. The class dives deeply into the most important considerations for business as well as operational decisions that need to be made to guarantee a successful SharePoint deployment.

This class is designed for SharePoint 2013, SharePoint 2016 and SharePoint 365 users. Labs are conducted in SharePoint 2016.

Need help with your SharePoint problems? Talk with one of our SharePoint Experts today!

Key components of SharePoint: Lists, Libraries, permissions
In-depth understanding of the Social features and their value
The importance of Governance
How to form a Governance team and manage its success
How to ask the right questions of the key players
How to complete a Governance checklist
Steps to engaging users with a SharePoint User Group Community
Getting teams onboard with SharePoint – Showing value to drive engagement
How to guarantee SharePoint is secure
How to show the value of the Enterprise Collaboration features
Upcoming Dates and Locations
Guaranteed To Run
Jun 4, 2018 – Jun 6, 2018    10:30am – 4:30pm Live Online Register
Aug 6, 2018 – Aug 8, 2018    10:30am – 4:30pm Live Online Register
Oct 1, 2018 – Oct 3, 2018    10:30am – 4:30pm Live Online Register
Oct 15, 2018 – Oct 17, 2018    8:30am – 4:30pm Philadelphia, Pennsylvania

Hyatt Place
440 American Avenue
King Of Prussia, PA 19406
United States

Oct 29, 2018 – Oct 31, 2018    8:30am – 4:30pm Dallas, Texas

Microtek Dallas
5430 Lyndon B Johnson Fwy
Three Lincoln Centre, Suite 300
Dallas, TX 75240
United States

Oct 29, 2018 – Oct 31, 2018    9:30am – 5:30pm Live Online Register
Nov 12, 2018 – Nov 14, 2018    8:30am – 4:30pm Portland, Oregon

Kinetic Technology Solutions
1001 SW Fifth Avenue
Suite 305, Congress Center Bldg.
Portland, OR 97204
United States

Nov 28, 2018 – Nov 30, 2018    8:30am – 4:30pm Live Online Register
Nov 28, 2018 – Nov 30, 2018    8:30am – 4:30pm Raleigh, North Carolina

ASPE Training
114 Edinburgh South Dr
Suite 200
Cary, NC 27511
United States

Dec 1, 2018 – Dec 3, 2018    8:30am – 4:30pm Houston, Texas

Texas Training and Conference
11490 Westheimer Rd.
Suite 600
Houston, TX 77077
United States

Dec 1, 2018 – Dec 3, 2018    9:30am – 5:30pm Live Online Register
Dec 3, 2018 – Dec 5, 2018    10:30am – 4:30pm Live Online Register
Dec 17, 2018 – Dec 19, 2018    8:30am – 4:30pm Atlanta, Georgia

Microtek Atlanta
1000 Abernathy Rd. NE Ste 194
Northpark Bldg 400
Atlanta, GA 30328
United States

Course Outline

1. Introduction to the class

  • Audience
  • Objectives

2. Overview of SharePoint

  • What is SharePoint?
  • Business objectives
  • Tying to the corporate vision
  • Editions
  • Hosting
  • Edition comparison

Lab 1: Defining the Vision/Mission of SharePoint

3. Introduction to SharePoint features (the importance of each)

  • Architecture fundamentals
  • Lists
  • Libraries
  • Permissions Overview
  • Collaboration features

Lab 2: Creating a basic SharePoint site

4. Understanding SharePoint Governance?

  • What exactly is Governance?
  • When should Governance start?
  • Creating the plan
  • Defining guiding principles
  • Discuss Social
  • Defining Roles and Responsibilities
  • Defining Policies and Guidelines

Lab 3: Principle development and Social planning

5. Planning for Governance

  • Business considerations
  • Technical considerations
  • Information Architecture considerations

Lab 4: Planning Checklist

6. Planning your Adoption Strategy

  • Engaging teams
  • Sites that drive usage
  • Including everyone in the process
  • SharePoint Users Community
  • Training and Support

Lab 5: Creating a SPUG Community

7. Security Planning

  • Authentication mechanisms
  • Sharing information internally and externally
  • Roles-based management
  • Permission Levels
  • Tightening security in Central Admin and Site Collections
  • Building and communicating your security plan

8. Enterprise Content Management

  • What is ECM?
  • What are the components?
  • Managing site lifecycle
  • Advanced tools (Content Organizer, Information Management Policies)
  • Records management

Lab 6: Managing site permissions, defining and using content

9. Social Planning

  • Understanding the business need and value proposition
  • Social features (Newsfeed, Ratings, Folksonomy:Social Tagging, E2.0 tools)
  • Going beyond the "Comfort Zone" to make teams more productive

Lab 7: Using the social tools to engage teams

10. Search Planning

  • Planning is critical from the beginning
  • Understanding how search works in SharePoint

11. BI Planning

  • BI Tools (Excel Services, Visio Services, PerformancePoint Services, Access Services, Power View, PowerPivot for SharePoint and SQL)
  • Which tools should you use?

12. Office Integration

  • Exporting to Excel
  • OneDrive Pro
  • Outlook connections
  • Site Mailboxes
  • Office Web Apps

Lab 8: Working with Office Integration

13. Review and Assessment

Who should attend

Any individual participating in the planning, deployment, and adoption phases of SharePoint would benefit from this class. Preferably students will have at least basic SharePoint knowledge or experience.

Specific Titles of Potential Attendees:

  • SharePoint Governance Lead
  • IT business analysts
  • Key SharePoint stakeholders
  • SharePoint Deployment
  • Project Managers
  • Site Owners

This class is for SharePoint 2013, 2016, and Office 365 Users.

Bonus Materials

The SharePoint Institute is an organization dedicated to the advancement of SharePoint professionals through real-world business application certificates. This course has been reviewed and approved by the SharePoint Institute as an approved training course for the SharePoint Governance Certificate. Attendees will have the opportunity to take the SharePoint Project Management Assessment at the end of class, however, the exam is not required for completion of ASPE's training course.


Students would benefit most from this class if they first attend the SharePoint Site Owner and Power User Boot Camp.

Download the brochure