About this Course

Tech Type Specialist
Duration 2 Days

The course will guide the delegate through the various phases of governance team selection, plan creation, and on-going plan maintenance. The delegate will take away a SharePoint Governance Plan document template, which will help establish the balance between proper control mechanisms and innovative use of SharePoint technologies.

Target Audience

This course is intended for those involved in the implementation, maintenance, support and use of SharePoint governance. SharePoint users and site managers, including project managers, business analysts, and those responsible for the implementation of SharePoint technologies, will benefit from this course.


  • Delegates should have attended the QA course: Microsoft SharePoint 2010 for End Users - Introduction (www.qa.com/QASPEU10B), or have equivalent knowledge.
  • A working knowledge of Word 2010 and Excel 2010.

Learning Outcomes

At the end of this course you will be able to:

  • Build sites for SharePoint Governance.
  • Determine information and business requirements for SharePoint.
  • Define roles and skill sets within your SharePoint team.
  • Create a governance plan.
  • Understand the importance of Information Architecture in SharePoint Governance.
  • Create documentation for SharePoint operational procedures.
  • Build a stakeholder-focused communications and training plan.
  • Employ a change management process and incorporate lessons learned.

Course Outline

Module 1: Introduction to Governance

  • The Need for Governance
  • Definition of SharePoint Governance

Module 2: SharePoint Fundamentals

  • SharePoint 2010 Editions
  • Review of Basic SharePoint Elements
  • Build a Site for SharePoint Governance

Module 3: Establishing Model Governance Hierarchies

  • Determining Information Requirements
  • Site Hierarchies and Taxonomy
  • Addressing Scalability

Module 4: Establishing a Governance Team, Roles and Responsibilities

  • Establishing a SharePoint Governance Team
  • Establishing Individual Roles
  • Skill Set Gap Analysis

Module 5: Creating a Governance Plan

  • What Needs To Be Governed?
  • How Should It Be Governed?
  • Create a Governance Plan

Module 6: Areas of IT Governance

  • Introduction to Service Level Agreements
  • Services
  • Site Templates
  • Features
  • Self Service Site Creation
  • Web Application Permissions and Policies
  • SharePoint Designer
  • Sandboxing

Module 7: Governance and Information Architecture

  • Information Architecture and SharePoint 2010
  • Managed Metadata
  • Planning and Using Metadata in Content Types
  • The Role of Search in Governance
  • Navigation
  • Generate a Site Map using the Table of Contents Web Part

Module 8: Governance of Information Management

  • Information Management Overview
  • Document Management
  • Planning a Document Management System
  • Document Management Features in SharePoint 2010
  • Content Types
  • Workflows
  • Information Management Policies
  • Records Management

Module 9: Branding and Governance

  • Branding and Master Pages
  • Publishing Sites
  • Page Layouts
  • Themes

Module 10: Governance of Application Management

  • Solution Creation
  • SharePoint 2010 Tools for Solution Creation
  • Testing
  • Deployment

Module 11: Planning for Communication, User Adoption and Training

  • Communicating for Success
  • Stakeholder Communications
  • Training the Organisation

Module 12: Ensuring Governance

  • Applying a Change Control Mechanism
  • Scheduling Governance Reviews

Module 13 - Governance Best Practice and Checklist

  • Best Practices
  • Checklist

Appendix A

  • Sample Governance Plan
Specialist Course

2 Days

Microsoft SharePoint
Delivery Method

Delivery method


Face-to-face learning in the comfort of our quality nationwide centres, with free refreshments and Wi-Fi.

Find dates and prices

Online booking is currently not available for this course, to find out more please call us on 0113 220 7150 or email us at info@qa.com to discuss how we can help.

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