SharePoint Governance, Planning and Adoption

3 Days

Description

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.
  • 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

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.

Upcoming Classes

Classroom Live
October 30, 2017

Columbia, MD
$1,995.00
3 Days    8:30am - 4:30pm
view class details and enroll
Classroom Live
November 28, 2017

San Diego, CA
$1,995.00
3 Days    8:30am - 4:30pm
view class details and enroll
Virtual Classroom Live
November 28, 2017

$1,995.00
3 Days    10:30am EST - 5:30pm EST
view class details and enroll
Classroom Live
December 18, 2017

Philadelphia, PA
$1,995.00
3 Days    8:30am - 4:30pm
view class details and enroll
Virtual Classroom Live
December 18, 2017

$1,995.00
3 Days    10:30am EST - 5:30pm EST
view class details and enroll
Private Training Available
No date scheduled, don’t see a date that works for you or looking for a private training event, please call 651-905-3729 or submit a request for further information here.
request a private session or new date

Course Overview

  • 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
    • Overview of what is new in 2013
    • 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 2013
  • 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

Upcoming Classes

Classroom Live
October 30, 2017

Columbia, MD
$1,995.00
3 Days    8:30am - 4:30pm
view class details and enroll
Classroom Live
November 28, 2017

San Diego, CA
$1,995.00
3 Days    8:30am - 4:30pm
view class details and enroll
Virtual Classroom Live
November 28, 2017

$1,995.00
3 Days    10:30am EST - 5:30pm EST
view class details and enroll
Classroom Live
December 18, 2017

Philadelphia, PA
$1,995.00
3 Days    8:30am - 4:30pm
view class details and enroll
Virtual Classroom Live
December 18, 2017

$1,995.00
3 Days    10:30am EST - 5:30pm EST
view class details and enroll
Private Training Available
No date scheduled, don’t see a date that works for you or looking for a private training event, please call 651-905-3729 or submit a request for further information here.
request a private session or new date

Prerequisites

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

Upcoming Classes

Classroom Live
October 30, 2017

Columbia, MD
$1,995.00
3 Days    8:30am - 4:30pm
view class details and enroll
Classroom Live
November 28, 2017

San Diego, CA
$1,995.00
3 Days    8:30am - 4:30pm
view class details and enroll
Virtual Classroom Live
November 28, 2017

$1,995.00
3 Days    10:30am EST - 5:30pm EST
view class details and enroll
Classroom Live
December 18, 2017

Philadelphia, PA
$1,995.00
3 Days    8:30am - 4:30pm
view class details and enroll
Virtual Classroom Live
December 18, 2017

$1,995.00
3 Days    10:30am EST - 5:30pm EST
view class details and enroll
Private Training Available
No date scheduled, don’t see a date that works for you or looking for a private training event, please call 651-905-3729 or submit a request for further information here.
request a private session or new date