Hands-on two day event
Every person is provided with a PC
Some SharePoint experience required
WHO SHOULD ATTEND?
This is a semi-technical course that is designed for business analysts and information management professionals who will be configuring sites, lists and libraries in SharePoint.
Attendees should be familiar with SharePoint concepts or have attended a Power User Course.
OBJECTIVES:
When to use what. Learn the strengths and weaknesses of key SharePoint assets such as sites, libraries, lists, metadata, search, content types, navigation.
Fast track design methodology. Learn to use Information Leadership design tools and key questions we ask in our design assignments.
Findability. Understand search, navigation and browse options available and how to give users the best combination.
Metadata/Taxonomy. Zero in on the right amount and combination of metadata and how to incorporate a taxonomy in your designs.
Custom lists. Understand the power of custom lists that quickly provide huge business benefit for teams and the organisation.
Governance Roles and Processes. Keep SharePoint under control and make it a liked and preferred way of managing documents and other content.
Course Outline
Day One
8.30AM- 5.00PM
Introduces the base methodology and tools for determining how to put together interfaces and information assets based on our "structure-metadata sense of place" model
THE ESSENTIALS OF INFO DESIGN
Rendering a file plan/taxonomy into sites, libraries, folders and metadata Understanding the strengths and limitations of sites, libraries, folders and metadata Hands-on practice of design concepts and tools, with our paper templates and checklists Hands-on (everyone has a computer) building a site based on the design examples worked through Determining the metadata needs and how to meet these – for ease of capture and allowing users to find content Use of content types to best manage metadata Findability diamond model to decide what search and browse options should be present Exploring these design principles and patterns in action on our demo site and understanding how it is done Locking down designs and setting up governance roles and processes
Day Two
8.30AM- 5.00PM
Allows much of the learning in day 1 to sink in through further interaction and hands-on practice. We also introduce more design themes to build your repertoire
DEEPEN UNDERSTANDING AND PRACTICE
Custom lists – what are they, where to find likely applications and simple ways of rendering these, often from existing spreadsheets, word tables and databases, to 'wow' users Hands-on migration of a Custom list and integrating this into a site design to help build users'"sense of place" Migration options to balance effort undertaken with value of making the old content directly available Integrating intranet content with document management needs to start building "Information @ your Fingertips" Design patterns and managing decisions about centralised versus distributed content Hands-on migration of a Custom list and integrating this into a site design to help build users'"sense of place" Bringing it altogether - a 2-3 hour hands-on session building a site from scratch using all the learning Your design problem – an opportunity to gain our feedback on potential solutions and things to watch for
Testimonials
“The amount of material that was covered was impressive”
"The fact that the trainer took the time to explain questions asked during the session and also sourcing and providing extra materials that further helps with my understanding"
Your Tutor
Chrissie Curtis
B.Com
Chrissie has developed significant expertise in business analysis for SharePoint. This expertise focuses on the provision of enterprise wide solutions to support filing and finding, compliance and intranet technologies.
View Chrissie's full profile and contact details.
