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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.


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 Governance Training 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
All Live Online times are listed in Eastern Time Guaranteed To Run
Request a quote for private onsite training Request
Oct 5, 2020 – Oct 7, 2020    9:30am – 5:30pm Live Online Register
Nov 2, 2020 – Nov 4, 2020    10:30am – 5:30pm Live Online Register
Jan 25, 2021 – Jan 27, 2021    8:30am – 4:30pm Live Online Register
Feb 8, 2021 – Feb 10, 2021    10:30am – 5:30pm Live Online Register
Mar 29, 2021 – Mar 31, 2021    9:30am – 5:30pm Live Online Register
Apr 20, 2021 – Apr 22, 2021    11:30am – 7:30pm Live Online Register
May 18, 2021 – May 20, 2021    8:30am – 4:30pm Live Online Register
Jun 15, 2021 – Jun 17, 2021    10:30am – 5:30pm Live Online Register
Jul 7, 2021 – Jul 9, 2021    9:30am – 5:30pm Live Online Register
Aug 7, 2021 – Aug 9, 2021    11:30am – 7:30pm Live Online Register
Sep 21, 2021 – Sep 23, 2021    8:30am – 4:30pm Live Online Register
Oct 12, 2021 – Oct 14, 2021    10:30am – 5:30pm Live Online Register
Nov 16, 2021 – Nov 18, 2021    9:30am – 5:30pm Live Online Register
Dec 1, 2021 – Dec 3, 2021    11:30am – 7:30pm Live Online Register
Course Outline

Part 1: Introduction to the class

  • Audience
  • Objectives

Part 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

Part 3: Introduction to SharePoint features (the importance of each)

  • Architecture Fundamentals
  • Lists
  • Libraries
  • Permissions Overview
  • Collaboration Features

Lab 2: Creating a Basic SharePoint Site

Part 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

Part 5: Planning for Governance

  • Business Considerations
  • Technical Considerations
  • Information Architecture Considerations

Lab 4: Planning Checklist

Part 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

Part 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

Part 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

Part 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

Part 10: Search Planning

  • Planning is Critical From the Beginning
  • Understanding How Search Works in SharePoint

Part 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?

Part 12: Office Integration

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

Lab 8: Working with Office Integration

Part 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.


Although it is not mandatory, students who have completed the self-paced Introduction to SharePoint for End Users eLearning course have found it very helpful when completing this course.


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