Everything You Need to Know to Run a Successful SharePoint Site

This hands-on SharePoint Site Owner training course is designed for anyone responsible for managing a SharePoint site in Microsoft365. You will learn how to create, organise and maintain a site that actually works for users – from permissions and content structure to collaboration, governance and best practices. By the end of the day you will feel confident in your SharePoint site day-to-day operations and be able to make informed decision on how SharePoint should be used across your teams.

By the end of this course, participants will be able to:

• Explain what SharePoint is — and when to use it within Microsoft 365
• Create and configure a SharePoint site
• Manage site structure, settings, and navigation
• Add and manage site owners, members, and visitors
• Create and manage document libraries and lists
• Use metadata to organise and find content effectively
• Collaborate and share files safely and appropriately
• Apply basic governance, security, and best-practice guidelines

All attendees will receive a full course pack to refer to and will have the benefit of learning from a trainer with a wealth of experience in this area.

Pre-Requisites

• Access to SharePoint
• Access to Office 365 – (you can access a free trial for a month)
• It is ESSENTIAL you own laptop/computer with the required software installed
• If you are on a laptop, it is recommended you use a separate mouse and keyboard if possible

Course Content

Introduction to SharePoint in Microsoft 365

• What SharePoint is –and what it’s not!
• SharePoint vs OneDrive vs Teams
• Typical use cases for business teams

Creating and Setting Up a SharePoint Site

• Creating a new site
• Understanding site types
• Site layout and structure basics
• Search & Findability – site owners often get asked “why can’t I find my files?”

Managing People and Permissions

• Adding and managing Owners, Members, and Visitors
• Understanding permission levels
• Best practices for safe sharing

Document Libraries and Content Organisation

• Creating and managing document libraries
• Using folders vs metadata
• Managing and updating library views
• Site Navigation & User Experience – Navigation do’s and don’ts

Working with Metadata and Lists

• What metadata is and why it matters
• Creating and using metadata columns
• Creating and managing lists
• When to use a list instead of Excel

Pages and Other SharePoint Components

• Creating and editing pages
• Using web parts effectively
• News articles and announcements
• Hero web parts and key content highlights

Collaboration and Day-to-Day Use

• Sharing files and links correctly
• Co-authoring and version history
• Collaborating through SharePoint, Teams, and OneDrive

Governance and Best Practices

• Site owner responsibilities
• Keeping sites organised and secure
• Content lifecycle basics (review, archive, clean-up)

Who Should Attend

This course is designed for SharePoint Site Owners and business users who want to understand how SharePoint sites are created, structured, and managed within Microsoft 365. No technical background is required.

Certification

On completion of this one-day training course, you will receive your Certificate of Attendance. Please note certificates are issued at the close of the training course to participants on completion of the course.

This course may qualify for CPD points. Please check directly with your association or awarding body to see how many points they will award.

Cost

An ‘Early Bird’ discounted rate of €499 is currently available. This training course normal rate is €599. Places are limited and are allocated on a first come first served basis. PLEASE NOTE THE EARLY BIRD RATE CLOSES 3 WEEKS PRIOR TO COURSE DATE. The course cost includes all course documentation and Certificate of Attendance.