Advanced SharePoint Site Management for Owners
Course Length
Learning Objectives
- Learn best practices for organizing files in SharePoint
- Understand how to manage different versions of documents, collaborate seamlessly, and group related files together
- Uncover the benefits of tagging content with metadata, creating custom content types, and enforcing consistency across your SharePoint environment
- Understand granular security settings, permissions inheritance, and best practices for secure collaboration
- Learn how to manage records, comply with regulations, and ensure data retention aligns with organizational policies
Target Student
This advanced course is designed for SharePoint site owners who are familiar with the basics of SharePoint and want to delve deeper into file management, retention policies, metadata, and content types to enhance site functionality and compliance.
Prerequisite
Course Outline
Are you a SharePoint site owner looking to level up your skills? In this advanced course, you’ll dive deep into efficient file organization, version control, and document sets. But that’s not all. You’ll also explore metadata, content types, and information architecture, with a focus on effective site navigation. Learn to create custom site templates, master security permissions, and ensure governance and compliance. By enrolling, you’ll gain practical skills to supercharge your team’s daily work in SharePoint.
Section 1: Advanced File Management
Best Practices for File Organization in SharePoint
Implementing File Versioning and Document Sets
Section 2: Metadata and Content Types
Deep Dive into Managed Metadata and Term Sets
Creating and Managing Custom Content Types
Section 3: Information Architecture and Navigation
Designing Effective Site Navigation Using Metadata
Configuring Site Columns and Content Type Hub
Section 4: Site Templates and Customization
Creating Custom Site Templates for Consistent Site Creation
Utilizing SharePoint Designer for Advanced Customization
Section 5: Security and Permissions
Advanced Permissions Management for Sites and Content
Configuring Site-Level and Item-Level Security Settings
Section 6: Governance, Compliance, and Retention
Setting Up Auditing, Information Management Policies, and Retention Labels
Managing Records and Ensuring Regulatory Compliance
Advanced SharePoint Site Management for Owners
Upcoming Classes
All Public classes are held onlinewith a live instructor
| Dates | Price | Qty |
|---|---|---|
| June 11, 2025 9:00 AM to 4:00 PM ET | $695.00 Online | |
| October 23, 2025 9:00 AM to 4:00 PM ET | $695.00 Online | |
| February 19, 2026 9:00 AM to 4:00 PM ET | $695.00 Online |
Have a Group?
Complete the form to receive a quote for private or customized training.
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All of our courses include
PDF Reference Guide
Take the Reference Guide anywhere and save the environment with an electronic copy of your training Reference Guide for use on any of your computers or devices
30 Days of After-Training Support
Get 30 days of live 24/7 after-training support via phone, email and online chat to help apply what you've learned
Certificate of Completion
Boost your credentials with a Certificate of Completion, confirming the skills you’ve acquired with us.
PDF Reference Guide
Want a summary of what you’ve learned? Save paper and use your PDF Reference Guide, accessible on any of your devices.
Certificate of Completion
Boost your credentials with a Certificate of Completion, confirming the skills you’ve acquired with us.
24/7 After-Training Support
Receive a 30-day after-training support voucher, offering assistance as you apply your new skills on the job. Need help with a specific step? We’re here to provide extra support and clarity even after you’ve left the class!
Want even more?
Check out our add-ons
Printed Reference Guide
While we love technology, we understand that there is something about having a paper copy. Add a printed reference guide to your training, which we will have shipped to your location.
Extended After-Training Support
Extend your support beyond the standard 30 days for ongoing assistance.
Can I customize my course?
OF COURSE!
Customized to meet your unique needs
We can customize your training to fit your exact needs, whether it's making small adjustments or creating entirely new courses. From setting specific objectives and including your own files to addressing unique challenges, we're here to help. We can even tailor the training to align more closely with how you work and to fit perfectly into your schedule. Our goal is to provide training that's as unique as your goals.
Use your own files instead of our exercise files
You can opt to use your working files in your private training sessions (instead of our standard exercise files). This allows you to see how the lessons apply directly to your day-to-day role and get work done while you train—a true win-win!
Access to your recorded session for 60 days
You can request your private session be recorded. You can have access for 60 days to revisit what you’ve learned.