SharePoint Governance, Planning and Adoption

Course Code: 1940

Overview
Schedule classes
What you'll learn
Outline
Prerequisites
Who should attend
Certification

Overview

This three day course is a comprehensive discussion about the best techniques for deploying SharePoint by focusing on how to build and maintain proper governance. The course discusses the business case and ROI of SharePoint as well as how to align SharePoint with an organization’s vision. The course draws attention to governance by discussing the value of proper governance planning deployment and ongoing support. During the course, participants are introduced to the different features of SharePoint and the considerations around each pertaining to governance. The course also covers the most important considerations for business as well as operational decisions that need to be made to guarantee a successful SharePoint deployment.

Schedule Classes

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Course Delivery

This course is available in the following formats:

Live Classroom
Duration: 3 days

Live Virtual Classroom
Duration: 3 days

What You'll learn

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

Outline

Module 1: Introduction

Audience
Objectives

Module 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

Module 3: Introduction to SharePoint features

Architecture fundamentals
Lists
Libraries
Permissions overview
Collaboration features
Lab 2: Creating a basic SharePoint site

Module 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

Module 5: Planning for governance

Business considerations
Technical considerations
Information architecture considerations
Lab 4: Planning checklist

Module 6: Planning you 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

Module 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 the security plan

Module 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

Module 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

Module 10: Search planning

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

Module 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?

Module 12: Office integration

Exporting to Excel
OneDrive Pro
Outlook connections
Site MailBoxes
Office web apps
Lab 8: Working with Office integration

Module 13: Review and assessment

Prerequisites

There are no prerequisites for this course. Completing the Introduction to SharePoint for End Users prior to taking up this course would be beneficial.

Who Should Attend

The class is for SharePoint 2013, 2016 and Office 365 users. It is highly recommended for –

SharePoint governance leads
IT business analysts
Key SharePoint stakeholders
SharePoint deployment
Project managers
Site owners

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Certification

This course helps participants earn the SharePoint Governance Certificate. This certificate recognizes the ability of an individual to succeed in aligning his or her organization’s unique needs and goals with a good SharePoint governance plan. SharePoint Governance is an essential part of any successful SharePoint deployment. It encompasses the set of policies, roles, responsibilities and processes that control how an organization’s business divisions and IT teams work together.

The certification exam involves multiple-choice and true/false questions in a web-based examination.