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SharePoint: Information Management

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.

Course Objectives

To gain 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.

Who should attend?

This course is for users who are responsible for planning all aspects of information governance for SharePoint.


Delegates should have attended the SharePoint Administrator course or have experience of creating SharePoint sites.

Training Locations

This training can be delivered at our training center in Birkenhead and delivered as a closed course at your company's premises. We can bring our mobile IT classroom to any UK or European location, so no matter where you are based, SquareOne can come to you.

Course Details

Duration: 2 Days

Timings: 09:30 - 16:30

Introduction to Governance

  • The Need for Governance
  • Definition of SharePoint Governance

Governance and Information Architecture

  • Information Architecture and SharePoint
  • Managed Metadata
  • Planning and Using Metadata in Content Types
  • Search
  • Navigation
  • Generate a Site Map

Governance of Information Management

  • Information Management Overview
  • Document Management
  • Planning Document Management
  • Document Management Features in SharePoint
  • Content Types
  • Information Management Policies
  • Records Management


  • Out of the box workflows
  • Types of workflows
  • Creating workflows with SharePoint Designer
  • Creating and documenting workflows with Visio

Planning for Communication, User Adoption and Training

  • Communicating for Success
  • Stakeholder Communications
  • Training the Organisation

Best Practice and Checklist

  • Best Practices
  • Checklist


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.