SharePoint Planning and Implementation Checklist in Plain English.

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When implementing SharePoint within your organisation, planning is the key to success.

With SharePoint Online running straight out of the Microsoft 365 box (so to speak), its easy to get ahead of yourself. So, let's take a quick moment to look at some of the fundamental questions that you really should be asking before you get started.

We have put together a short checklist of SharePoint implementation considerations that you need to think about in order to get SharePoint inline with your business processes and day-to-day activities.

So, here are ten simple questions to consider as a SharePoint stakeholder:

How do I Implement SharePoint?

If you have been asking yourself how to go about your SharePoint Implementation then these are the questions that you need to ask yourself:

1. SharePoint Strategy: Do you have a published SharePoint strategy in place?
   
   
2. SharePoint Governance: Do you have published SharePoint governance policies in place, including considerations such as best practice, compliance and branding?
   
   
3. SharePoint Information Management: Do you have a clear information plan in place, for things like hubs, communities, libraries, templates and workflows?
   
   
4. SharePoint Adoption: Do you have a clear roadmap for promoting and championing SharePoint adoption and awareness within your organisation?
   
   
5. SharePoint Migration: If you have recently migrated from a SharePoint on-premise architecture to a SharePoint Online architecture, do you have a migration plan in place?
   
   
6. SharePoint Integration: Do you understand how SharePoint integrates with Microsoft Teams and the wider Microsoft 365 suite, what the implications are and what benefits and capabilities these resources might bring to your organisation, your workforce and your customers?
   
   
7. SharePoint Users: Have you clearly identified your users' roles, what their needs, working practices and daily tasks are and what content they need the most?
   
   
8. SharePoint Site Owners: Have you identified the relevant site owners (AKA administrators) for each community of users and each collection of sites and what their roles and responsibilities are?
   
   
9. SharePoint Architecture: Have you defined your SharePoint architecture (taking into account the above) including portals, hubs, sites, pages, search and metadata?
   
   
10. SharePoint Forward Planning: Have you planned for the evolution of your SharePoint architecture as your business changes, grows and pivots?

If you are in doubt or unsure about any of the above, then our Sharepoint trainers and consultants are here to help and we will be happy to arrange an initial call for you to go over your needs.

Further reading: Whilst these are the things that you need to be considering in-a-nutshell, Microsoft have also provided a more extensive implementation guide that is well worth a read which you can find here: Get started planning and implementing SharePoint navigation design.

Which SharePoint Course do we Need?

The SharePoint course that you need depends quite a bit upon your roles and responsibilities within SharePoint, from users through to advanced users and power users, plus administrators (site owners) and site collection administators. A lot will also depend upon how you are using SharePoint's integrated 365 features and collaboration tools. One of our SharePoint team will be happy to talk to you on the phone (or via Teams) to help identify your learning needs and to provide you with a suitable training plan. Courses are available on any supported version of SharePoint including 2016, 2019 and SharePoint Online.

Our UK SharePoint team are exceptionally good at getting to the heart of your learning needs and fulfilling them.

And, If you need to learn about automating workflows and business processes in SharePoint and in the wider 365 environment then we will also be able to advise you about our Power Automate and Power Apps courses.

Share, Discover, Collaborate, Transform

Empower your Teams with SharePoint

On-site SharePoint Training UK

These are corporate in-house training courses conducted at your workplace for small groups and are exceptional value and very popular. You will usually need to book at least one month in advance and prices are inclusive for up to six delegates. We can attend anywhere in the UK (for overseas requirements, please enquire). If you don't have a SharePoint environment to train upon, Classroom in a Box is also available with most of these courses (with the exception of SharePoint Online courses).

What are the benefits of on-site instructor-led training? Onsite, instructor-led courses at your UK premises are available for SharePoint training including learning packages for end users, advanced end users, SharePoint site owners and administrators, technical staff and stakeholders. These small-group, in-person courses provide a flexible and cost-effective way to enable students to get the most out of SharePoint.

Since SharePoint is a technology designed to enable teams to collaborate effectively together it makes great sense to train your employees together as a team on a course in which the trainer takes into consideration your specific working practices.

Our industry expert SharePoint trainers always work with our clients in order to identify the most appropriate SharePoint skills path for them to take ensuring that your organisation will get the most out of SharePoint's collaborative potential. As well as enabling productivity this way, they can work within internal governance policies, role definitions and usage restrictions when considering which topics to present.

With our on-site SharePoint courses our regional trainers come to your workplace throughout mainland UK, bringing the training to you regardless of whether you are in a major city such as London, Manchester, Birmingham or Leeds, or anywhere else in the United Kingdom. This offers a really cost-effective way to train small groups and entire departments in the comfort of familiar surroundings from the Capital City to The Cotswolds, from Hampshire to Northamptonshire, West Midlands to West Yorkshire, Sussex to South Yorkshire, Norfolk to Northumberland, Lancashire to Lincolnshire, Cambridgeshire to Gloucestershire, Bristol to Berkshire, Essex to the East Riding and everywhere inbetween.

Online SharePoint Training / Virtual SharePoint Courses

If you have a group of staff that you would prefer to be tutored remotely rather than having a trainer come out to you these small-group SharePoint courses are also available Online as live virtual, interactive training sessions from the comfort of your own office or workplace. These live, instructor-led virtual courses are taught via Microsoft Teams and can be delivered worldwide meaning that if you have operations in more than one country you can still bring all your key staff together to learn SharePoint.

What are the benefits of virtual learning? As we are all becoming more used to Online learning and live virtual meetings it has become apparent that the virtual classroom method of delivery has many advantages over traditional face-to-face learning venues.

If you are looking for local training near you, then you can't get any closer to your doorstep than you can with virtual learning.

For virtual SharePoint training events the maximum number of learners is ten per course and you can benefit from full and immersive interaction with your trainer just as if they were in the classroom with you, with engaging hands-on training via advanced live video conferencing that is further enhanced by features such as live chat, private chat, and sharing screens and documents.

Our realtime virtual classroom SharePoint courses are charged out at £700.00 plus VAT per day inclusive up to 6 learners. Additional learners can be added at £50.00 plus VAT per person per day but are discretionary in order that we can ensure a positive learning experience for everyone. Courseware will be provided electronically.

You can find out more about live virtual classroom SharePoint training delivered across Microsoft Teams video conferencing here: Learn More About Virtual Training with MS Teams.

Flexible SharePoint Courses

Our Microsoft SharePoint courses can be tailored at no extra cost. SharePoint is a highly customisable, expansive and powerful collaborative platform which is deeply integrated with other Microsoft 365 Apps. Because these Apps, services and platforms undergo regular service updates, enhancements and additions to the Microsoft 365 family of products, SharePoint's context and position within the suite and it's functionality and potential are regularly enhanced and re-imagined. With our flexible SharePoint courses one of our specialist UK trainers can help you to navigate through this and to create a learning package best suited to your particular needs and working practices so that you can get the most out of what SharePoint has to offer.

UK SharePoint Consultancy

Our SharePoint consultants are there to help you get the most out of your implementation of SharePoint. Whether your company is at the planning stage, needs help with SharePoint governance or a SharePoint strategy, or simply needs to know what benefits SharePoint can deliver to your organisation our consultancy services will help you to make the most effective and efficient use of SharePoint across your business environment. Find out more here: SharePoint Consultancy Services.

What is the best way to learn SharePoint?

In our experience, the best way to learn SharePoint is undoubtedly to opt for a course which takes into account your whole team's professional learning and development needs rather than always opting for one size fits all, off-the-peg courses. As an integrated collaborative platform, SharePoint is most effective when your workforce comes together as a team, learns as a team and puts to use their knowledge as a team. That's why on our private on-site and virtual courses our trainers talk to you before the event date and confirm what the group needs to learn and at what level.

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SharePoint Training Delivery Method for Closed Courses for Businesses

• Step-by-Step Courses: Instructor-led SharePoint training provided in-person with step-by-step demonstrations, lessons and hands-on exercises.
  
  
• Q&A courses: Dynamic and interactive SharePoint courses with plenty of time for questions and answers.
  
  
• Flexible Courses: Professional tuition that's tailored to match your team's present knowledge level and learning needs, and covering the SharePoint functions, features and techniques that your trainee staff, co-workers or employees need the most.
  
  
• Small Group Courses: Private, corporate SharePoint training for small group sizes with a maximum of 10 learners on any course.
  
  
• Scalable Courses: Can be run as a single course, tutorial or workshop; Or as a training rollout bringing whole teams, departments and organisations up to the benchmark level of SharePoint knowledge that you require.

SharePoint Online Courses & Power Platform Courses

What UK SharePoint Courses are Available?

Microsoft 365 Master Class

course duration - tailored

Introduction to Microsoft 365 for Users

course duration - four days

Introduction to Microsoft Viva

course duration - one day

Introduction to SharePoint Online for End Users

course duration - one day

SharePoint Online for Site Owners & Administrators

course duration - two days

SharePoint Online for Site Collection Administrators

course duration - five days

SharePoint Online Power User

course duration - two days

Power Platform Master Class course

course duration - five days

Microsoft Power Automate Introduction

course duration - two days

Microsoft Power Automate Advanced

course duration - two days

Microsoft Powerapps Introduction

course duration - two days

Canvas Apps for Powerapps Training

course duration - three days

Microsoft Power BI Online Training

course duration - one day

Microsoft Power BI Desktop Training

course duration - three days

Power BI Beginners Training

course duration - one day

Power BI Intermediate Training

course duration - two days

Power BI Advanced Training

course duration - three days

Power BI Masterclass

course duration - four days

Power Apps and Power Automate Combined Training

course duration - four days

Microsoft Dataverse Beginners

course duration - three days

SharePoint Consultancy

duration - bespoke

SharePoint Governance Training

course duration - two days

Planning and Implementing a SharePoint Strategy

course duration - one day

On-Premise SharePoint Courses

SharePoint for End Users

course duration - one day

SharePoint Power Users

course duration - four days

SharePoint Server Administrator

course duration - three days

SharePoint Designer

course duration - three days

SharePoint Developer

course duration - five days

Using InfoPath Forms in SharePoint

course duration - two days

SharePoint Enterprise Site Design Solutions

course duration - two days

SharePoint for Site Collection Administrators

course duration - two days

Planning and Implementing a SharePoint Strategy

course duration - one day

Using Visio in SharePoint

course duration - one day

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Sharepoint Training Reviews

The trainer was very enthusiastic and engaging which created a great working environment. I have learnt a lot and the trainer was able to answer all questions very well.
R Rudge, Polytherics (SharePoint User Training Cambridge)

Really good, Stuart very knowledgeable and approachable, very comprehensive info and feel quite well equipped to try all this for myself.
Anon, Scottish Book Trust (SharePoint Site Owner Training Virtual Classroom)

Scott is engaging and lovely and knows his stuff. The course is brilliant, I cannot wait to get it up and running. We would highly recommend it to anyone. Thank you so much.
J Wade, Leeds City College (SharePoint Masterclass Training Leeds, West Yorkshire)

Really pleased with the coverage of the course. Really informative.
C Owen, Systagenix (Administration for SharePoint Training Skipton, North Yorkshire)

The format worked well and the training was extremely helpful.
J Olson, Hogan Lovells (SharePoint Training London)

The training here went really well and the trainer was brilliant.
H Batley, Matthey (SharePoint Training Hertfordshire)

Being able to tailor the course to our requirements was good.
N Bevan, Occam (Training for SharePoint Site Collection Administrators South West)

Beyond expectations.
P Barnwell Character World (Administration for SharePoint Training Stockport, Greater Manchester)

Very happy with the learning outcomes from today and looking forward to implementing them for our dept.
R Blaney, SIS TV (SharePoint Training Milton Keynes)

The tutor was knowledgeable and answered questions well.
J Byrne, Gemserv (Sharepoint training London EC3)

The trainer was very knowledgeable. Great session! Thank you.
S Courbet, Readsoft (Sharepoint training Milton Keynes)

Found the course very useful and training style was good for our group
J. Orme, Ener-g (Sharepoint Training Manchester)

The session was excellent and he covered everything I needed.
K Sefton, Barclays (Sharepoint training Manchester)

I felt it covered everything I needed to know. Very thorough and straightforward
S Blevins, Smith & Nephew (Sharepoint Training York, North Yorkshire)

Course content excellent. Trainer very hands-on.
D Inwood, Plus Dane Group (Sharepoint Training Liverpool)

Just a quick note to commend Jonathan on his work at Control Risks over the last three sessions. He was an asset to your company and I would happily use him again in the future.
L. Jenkins, Control Risks (Sharepoint Training London SE1)

Really informative.
A Bagge, Arbuthnot Banking Group (Sharepoint Training London EC2Y)

Trainer was very clear and concise. Very Good!
B Lockwood, Herefordshire Council (Sharepoint Training Hereford and Worcester)

The course was very comprehensive, and provided enough information to be absorbed in 2 days.
C Davidson, Marine Management Organisation (Sharepoint Training Newcastle)

The trainer had great presentation styles; informal, informative, passionate and extremely knowledgeable. I really enjoyed the course.
S Faust, Pearson Technology (SharePoint Training, The Strand, London)

We found the session very informative.
M James, West Midlands Ambulance Service (SharePoint training Dudley, West Midlands)

Can't think of any improvements. Very pleased with the content and pace of the training. Trainer was very knowledgeable and clear at presenting throughout the day.
P Rooney, Birmingham Metropolitan College (SharePoint training Birmingham, West Midlands)

No-one was left behind and everyone got a huge amount out of the course. I think this had a lot to do with the hands-on teaching method and Stuart's obvious knowledge and enthusiasm for the subject, the pace at which we worked and the clarity of his explanations.
A Pollecutt, The Warranty Group (SharePoint training Gloucestershire)

Excellent fun and engaging training from start to finish. A very enjoyable session that was handled exceptionally well, even though we were very trying at times.
A Murch, Pearson Technology (InfoPath and SharePoint training Rugby, Warwickshire)

Really enjoyed the course and would happily come back to FourSquare for future training.
L Forstyh, Plexus Ocean Systems (SharePoint Power User training Aberdeen, Aberdeenshire)

The trainer is very knowledgeable on the system, and very hands on and helpful. I needed a lot of support and patience which she was happy to provide.
G Tedder, Cheshire Police (SharePoint Training Winsford, Cheshire)

Very good training. The trainer was flexible, very knowledgeable and friendly. Just what we needed.
L. Waterman, K3 Business Technology Group (SharePoint Training Manchester)

SharePoint Courses North West of England Region

SharePoint Courses Lancashire, Greater Manchester and Merseyside: Bolton, Lancaster, Liverpool, Manchester, Preston, Warrington, Altrincham, Barrow-in-Furness, Blackburn, Oldham

SharePoint Courses Cheshire and Wirral: Birkenhead, Chester, Stockport, Ellesmere Port, Knutsford, Wallasey, Runcorn, Macclesfield, Crewe

SharePoint Courses North East of England Region

SharePoint Courses Northumberland and Tyneside: Alnwick, Newcastle-upon-Tyne, Morpeth, Hexham, Berwick-upon-Tweed

SharePoint Courses County Durham: Durham, Sunderland, Stockton-on-Tees, Darlington, Gateshead, Washington, Hartlepool,

SharePoint Courses Yorkshire and the Humber Region

SharePoint Courses West Yorkshire: Leeds, Bradford, Halifax, Huddersfield, Brighouse, Wakefield, Shipley, Dewsbury, Bingley

SharePoint Courses North Yorkshire: York, Harrogate, Scarborough, Whitby, Northallerton, Middlesbrough

SharePoint Courses South Yorkshire: Sheffield, Barnsley, Doncaster, Rotherham, Worksop

SharePoint Courses Humberside / East Riding of Yorkshire: Kingston-upon-Hull, Bridlington

SharePoint Courses East Midlands Region

SharePoint Courses Northamptonshire: Northampton, Corby, Kettering, Wellingborough

SharePoint Courses Lincolnshire: Lincoln, Market Rasen, Grantham, Sleaford, Boston, Grimsby, Cleethorpes, Scunthorpe

SharePoint Courses Nottinghamshire: Nottingham, Mansfield, Worksop, Newark-on-Trent, Retford, Southwell, Long Eaton, Alfreton

SharePoint Courses Derbyshire: Derby, Chesterfield, Ilkeston, Swadlincote, Buxton, Matlock, Ashbourne

SharePoint Courses Leicestershire: Leicester, Loughborough, Hinckley, Melton Mowbray, Coalville, Lutterworth

SharePoint Courses West Midlands Region

SharePoint Courses West Midlands county & Warwickshire: Birmingham, Coventry, Nuneaton, Rugby, Solihull, Stratford-upon-Avon, Warwick, Wolverhampton, Walsall

SharePoint Courses Staffordshire: Cannock, Lichfield, Stafford, Stoke-on-Trent

SharePoint Courses Worcestershire: Dudley, Evesham, Kidderminster, Stourbridge, Halesowen, Malvern, Worcester

SharePoint Courses East of England Region

SharePoint Courses Norfolk: Norwich, Great Yarmouth, King's Lynn, Dereham, Cromer, Hunstanton

SharePoint Courses Suffolk: Ipswich, Bury St. Edmunds, Lowestoft, Felixstowe, Sudbury, Haverhill, Bungay

SharePoint Courses Essex: Chelmsford, Basildon, Romford, Southend, Colchester, Harlow, Brentwood, West Ham

SharePoint Courses Cambridgeshire: Cambridge, Peterborough, Wisbech, Ely, March, Whittlesey, Chatteris, Linton

SharePoint Courses Hertfordshire: Hertford, Watford, St. Albans, Hemel Hempstead, Stevenage, Hatfield

SharePoint Courses Bedfordshire: Bedford, Luton, Dunstable, Leighton Buzzard, Biggleswade, Sandy

SharePoint Courses Greater London Region

SharePoint Courses London Central: London, Camden, Hackney, Hammersmith, Haringey, Islington, Kensington, Chelsea, Lambeth, Southwark, Wandsworth, City of Westminster

SharePoint Courses London East: Bethnal Green, Bow, Chingford, East Ham, Hackney, Manor Park, Plaistow, Stratford, Victoria Dock, Walthamstow, South Woodford

SharePoint Courses London South West: Chelsea, Clapham, Earls Court, South Kensington, Stockwell, West Brompton

SharePoint Courses Battersea: Barnes, Mortlake, Putney, Streatham, Wandsworth, Wimbledon, West Wimbledon

SharePoint Courses Paddington: Chiswick, Ealing, Hammersmith, Kensington, Maida Vale, North Kensington, Notting Hill, Shepherds Bush, West Ealing, West Kensington

SharePoint Courses South West of England Region

SharePoint Courses Somerset: Taunton, Bath, Bridgwater, Weston-super-Mare, Yeovil, Wells, Glastonbury

SharePoint Courses Dorset: Bournemouth, Dorchester, Poole, Sherborne, Shaftesbury, Wimborne Minster, Weymouth

SharePoint Courses Wiltshire: Trowbridge, Salisbury, Swindon, Chippenham, Devizes, Marlborough, Warminster

SharePoint Courses Gloucestershire: Gloucester, Bristol, Cheltenham, Stroud, Cirencester, Tewkesbury

SharePoint Courses South East of England Region

SharePoint Courses Buckinghamshire: Aylesbury, Milton Keynes, Buckingham, High Wycombe

SharePoint Courses Oxfordshire: Oxford, Abingdon, Banbury, Witney, Bicester, Henley-on-Thames, Carterton, Thame

SharePoint Courses Hampshire: Winchester, Southampton, Portsmouth, Basingstoke, Newport

SharePoint Courses Berkshire: Reading, Slough, Bracknell, Maidenhead, Newbury, Windsor, Wokingham

SharePoint Courses Kent: Maidstone, Canterbury, Bromley, Rochester, Margate, Folkestone, Dover, Greenwich

SharePoint Courses East and West Sussex: Chichester, Brighton, Worthing, Crawley, Hastings, Eastbourne, Bognor Regis, Horsham

SharePoint Courses Scotland and Wales

SharePoint Courses Scotland: Aberdeen, Dundee, Dunfermline, Edinburgh, Fife, Glasgow, Inverness, Livingston, St Andrews, Stirling

SharePoint Courses Cymru (Wales): Aberystwyth, Cardiff, Monmouth, Swansea, Wrexham

SharePoint Courses Northern Ireland

Belfast, Derry, Lisburn, Newtownabbey, Bangor

SharePoint Courses British Dependencies & Self-Governing Territories

Bailiwicks of Jersey & Guernsey, British Virgin Islands, Cayman Islands, Gibraltar, Bermuda

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