A structured path through SharePoint, moving from core navigation and file-management fundamentals to collaboration, page building, automation and site ownership. Seven modules, about 13 hours in total, organized so a team can stop at the level it needs.
Beginner covers modules 1 to 3. Intermediate covers modules 1 to 5. Advanced covers all seven.
What we cover
Module 1: SharePoint Orientation & Navigation (1 hr, beginner) SharePoint Online versus on-premises. Sites, libraries, lists and pages. SharePoint versus OneDrive versus Teams: what lives where. Team sites versus communication sites. Navigating a site, global search, following and pinning, and personalizing your view.
Module 2: Document Libraries & File Management (1.5 hrs, beginner) Library anatomy: columns, views, metadata. Uploading files and folders. Creating Office files in the browser. Document templates. Real-time co-authoring. Version history, check-out and check-in. Copying and moving files. Syncing to File Explorer. Sharing files: link types, permissions and expiry dates.
Module 3: Lists & Data Management (2 hrs, beginner) Lists versus libraries versus Excel. Creating lists from scratch or templates. Column types, calculated columns and validation. Quick Edit for bulk entry. Metadata tags. Filters, sorting, grouping and custom views. Conditional formatting. Saving and sharing views. Email and Teams alerts.
Module 4: Collaboration, Sharing & Communication (2 hrs, intermediate) Sharing files, folders and entire sites. Link types, expiry and view-only versus edit access. Revoking access. External and guest sharing. @mentions in comments and pages. Alerts and notifications. SharePoint in Teams channel tabs and with Outlook. Co-authoring news and shared documents.
Module 5: Pages, News & Web Parts (2 hrs, intermediate) Team-site pages versus communication-site pages. Creating and editing modern pages. Core web parts (Text, Image, Call to Action, Quick Links) and content web parts (Document Library, List, Calendar, People, Highlighted Content, Countdown, News). Layouts and visual best practices. News posts and announcements. Discussion boards. Site navigation. Page analytics.
Module 6: Automation & Integrations (2.5 hrs, advanced) Rule-based automation built into lists and libraries. When to use rules versus Power Automate. Microsoft Forms to a SharePoint list. Building a no-code notification flow and a no-code approval flow. Monitoring and editing flows.
Module 7: Site Design & Ownership (2 hrs, advanced) Planning a site: audience, purpose and content structure. Creating and configuring a new team or communication site. Templates and themes. Connecting a site to a hub. Customizing navigation. Designing a basic dashboard with lists and web parts. Site-owner responsibilities and governance basics: naming conventions and access reviews.
Every session is customized to your organization's needs. The final agenda is confirmed with your facilitator before delivery.
This workshop is designed for End-Users and not for IT staff or SharePoint site developers, in organizations rolling out or under-using SharePoint who want staff to find, share and govern information with confidence.
Beginner: staff who need to find, share and co-author documents
Intermediate: team leads who build pages, manage sharing and connect SharePoint to Teams and Outlook
Advanced: site owners who automate approvals and design and govern their own sites
Live, hands-on instruction in your own SharePoint environment where possible
Course materials for every module delivered
Post-session support for follow-up questions
Follow-up one-on-one coaching after the session
Live online: instructor-led, fully interactive, no travel
In-person: at your offices or a venue of your choice
Modular: about 4.5 hours for Beginner, 8.5 hours for Intermediate, 13 hours for Advanced
Delivered as half-day blocks
Pricing depends on delivery mode, group size and how much customization you want. Tell us the shape and we will quote it.
