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SharePoint: Governance

About SquareOne

SquareOne is among the UK's leading providers of IT training & Consultancy to businesses of all shapes and sizes.
Our passion is to deliver flexible, inspiring, motivational and cost effective training which brings about tangible improvements in productivity to unlock your hidden potential.

Who should attend?

This course is suitable for all those responsible for the high level planning, building, maintenance and support of SharePoint Governance within an organisation. Typical attendees would be key stakeholders, IT, Power Users, Information Managers, Project Managers and Business Analysts.


Delegates should have attended the SharePoint User Course or have experience of using/creating SharePoint sites.

Course Objectives

This Course will give an understanding of information architecture in SharePoint and how to plan and implement a document and records management system. How to plan and implement out of the box and simple workflows.

Course Duration

Duration: 2 Days

Timings: 09:30 - 16:30

Introduction to Governance

  • The Need for Governance
  • Definition of SharePoint Governance
  • The need for a Governance plan
  • Identifying roles and responsibilities
  • Identifying skill gaps

Governance and Information Architecture

  • Information Architecture and SharePoint
  • Requirements Gathering
  • Managed Metadata
  • Content Types Planning – identifying information types for metadata, workflow and retention
  • Search
  • Navigation

Governance of Information Management

  • Document Management
  • Planning Document Management
  • Document Management Features in SharePoint
  • Document Libraries and Content Types
  • Information Management Policies
  • Records Management
  • Workflows

Governance of IT

  • Introduction to Service Level Agreements
  • Site Templates
  • Self Service Site Collection
  • Web Apps Permissions and Policies
  • Records Management
  • SharePoint Designer

Governance of Branding

  • Design of Themes
  • Publishing Sites
  • Layouts and Master Pages

Governance of Application Management

  • Testing
  • Deployment

Planning for Communication, User Adoption and Training

  • The role of communications in user adoption
  • User adoption
  • User Communication
  • Training the Organisation

Governance Plan

  • Ensuring Governance
  • Plan what should be Governed
  • Create a Governance Plan
  • Scheduling Governance Reviews

Best Practice Review and Checklist

  • Recap on Best Practices
  • Build a Checklist
  • Working with Governance Templates


Looking for in-house training that can be customised to you/your businesses exact needs? Contact us below for one of our team to contact you.

Upcoming Courses

Below are a list of upcoming dates and locations where this course is scheduled to take place.

Location Start Date Duration Cost

Related Courses

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please call +44 (0)151 650 6907, email or complete an enquiry form.