Modules

Module 1: Getting Started with SharePoint 2016

This module introduces site collection and site administrators to essential SharePoint 2016 terminology and navigation. Once administrators are familiar with these basics, they will have a solid foundation for the rest of the course.

Lessons

• Exploring Site Collection and Site Administrator Roles
• Defining SharePoint Terminology
• Navigating a SharePoint Site
• Using the Ribbon Interface
• Creating and Editing Basic Content
• Understanding Metadata
• SharePoint Versions:
  • Standard
  • Enterprise
  • Office 365

After completing this module, students will be able to:

• Define and explain core SharePoint terminology
• Navigate effectively within SharePoint 2016

Module 2: Building a Site Collection with Apps

This module teaches site collection administrators how to create sites, document libraries, and lists, as well as manage site navigation. After planning the company portal, the next major task is to build the site structure using sites, lists, libraries, and apps—new in SharePoint 2016.

Lessons

• Understanding SharePoint Structure
• Creating a Site
• Exploring Site Templates
• Defining SharePoint Apps
• Customising Lists and Libraries
• Creating and Managing Lists and Libraries in SharePoint Designer
• Understanding Views
• Creating Views in Lists and Libraries
• Managing Site Navigation
• Enabling or Disabling Site Features
• Reorganising a Site Using the Site Content and Structure Tool

Lab 1: Creating a Structured Company Portal

• Create sites within a formal site structure
• Add apps for document storage and lists
• Enable versioning and content approval
• Customise list and library views
• Modify navigation to hide certain elements

Lab 2: Creating a List Using SharePoint Designer (Optional)

After completing this module, students will be able to:

• Create SharePoint sites, document libraries, and lists
• Manage and customise navigation

Module 3: Creating Consistency Across Sites

This module helps site collection administrators manage their environments more efficiently and maintain consistency across sites by creating reusable components like site columns and content types.

Lessons

• Creating Site Columns
• Defining and Implementing Content Types
• Building a Taxonomy
• Using Templates to Promote Consistency

Lab 1: Creating Site Columns and Content Types

• Design and implement content types
• Create custom site columns
• Create list or library templates (optional)

Lab 2: Implementing a Taxonomy

• Design a taxonomy
• Add managed metadata columns

Lab 3: Configuring the Content Organiser

• Set default column values by folder
• Enable and configure automated document routing

After completing this module, students will be able to:

• Manage site collections efficiently
• Maintain consistency using reusable SharePoint features

Module 4: SharePoint Permissions

This module provides an overview of permissions management in SharePoint 2016. Site collection and site administrators will learn how to grant, restrict, and manage user access.

Lessons

• Understanding Permissions and Security
• Creating SharePoint Groups
• Managing Permissions
• Comparing Sharing vs Traditional Permissions
• Understanding Permission Levels for Sharing

Lab 1: Managing Permissions

• View object-level permissions
• Add users and groups
• Create a custom permissions group
• Break inheritance between SharePoint objects

After completing this module, students will be able to:

• Explain how permissions work within a site collection
• Use SharePoint tools to manage and maintain security

Module 5: Working with Pages and Web Parts

This module covers designing a company portal using out-of-the-box web parts and themes to build engaging pages in SharePoint 2016.

Lessons

• Changing the Portal’s Appearance
• Editing Pages: Wiki and Web Part
• Working with Web Parts and App Parts
• Using the Content Search Web Part
• Displaying Relevant Documents
• Using the Content Query Web Part
• Adding Tables of Contents and Images
• Connecting Web Parts
• Using Filters and Audience Targeting

Lab 1: Adding and Configuring Web Parts

• Create publishing content types
• Create a list template
• Set up managed properties
• Use the Content Search Web Part

Lab 2: Connecting Web Parts

• Add and connect web parts to pass data

Lab 3: Applying Themes to Your Company Portal

• Apply a custom theme
• Add a company logo

After completing this module, students will be able to:

• Design a SharePoint portal using standard web parts and themes

Module 6: Document and Records Management

This module explores SharePoint 2016’s tools for document and records management, including versioning, compliance, and eDiscovery—useful for both small and large organisations.

Lessons

• Enabling Basic Content Approval
• Using Version History
• Managing Check In/Check Out
• Applying Retention and Hold Policies
• Using Document IDs
• Implementing the Content Organiser
• Exploring the Compliance Policy Centre
• Setting Up eDiscovery
• Using the Records Centre

Lab 1: Using Advanced Document Management Features

Lab 2: Leveraging Records Management

• Configure a Records Centre
• Enable in-place records management
• Set up an eDiscovery Centre

After completing this module, students will be able to:

• Use SharePoint’s document management and compliance features effectively

Module 7: Workflow

This module introduces workflow automation in SharePoint 2016. Students will learn to initiate, track, and resolve tasks using out-of-the-box or custom workflows created in SharePoint Designer.

Lessons

• Setting Alerts
• Exploring Built-in Workflows
• Activating Workflow Features
• Using Approval Workflows
• Creating Custom Workflows in SharePoint Designer

Lab 1: Creating an Approval Workflow in SharePoint
Lab 2: Creating a Custom Workflow (Optional)

After completing this module, students will be able to:

• Automate business processes using SharePoint workflows
• Track and manage workflow activities

Module 8: Office Integration

This module shows how to integrate SharePoint 2016 with Microsoft Office 2016 applications such as Outlook, Excel, Word, and Access to improve productivity and collaboration.

Lessons

• Integrating with Outlook (Calendar and Contacts)
• Connecting with Excel, Word, PowerPoint
• Using OneDrive for Business and OneNote
• Linking with Access

Lab 1: Importing/Exporting Excel Data
Lab 2: Linking Outlook and SharePoint

After completing this module, students will be able to:

• Connect and integrate Microsoft Office 2016 applications with SharePoint 2016

Module 9: Creating Publishing Sites

This module explains how to use SharePoint 2016’s publishing features to create rich content pages and manage templates, layouts, and images in a controlled manner.

Lessons

• Benefits of Publishing Sites
• Creating Publishing Pages
• Enabling Web Content Management
• Managing Web Content Structure
• Using Managed Metadata for Navigation

Lab 1: Creating a Publishing Site

• Set up a news publishing site
• Use image renditions for image optimisation

Lab 2: Configuring a Publishing Approval Process

• Set up an approval workflow

Lab 3: Implementing Managed Navigation

• Configure managed metadata navigation

After completing this module, students will be able to:

• Create publishing pages
• Manage layouts and content presentation using publishing features

Module 10: Bridging the Social Gap

This module focuses on knowledge management and internal collaboration through SharePoint 2016’s expanded social features, including My Sites, tags, and community sites.

Lessons

• My Sites
• Enabling Social Features
• Using Posts, Tags, and Mentions
• Setting up a Community Site

Lab 1: Designing a Social Experience

• Enable content ratings
• Configure RSS feeds
• Manage user profiles

Lab 2: Creating a Community Site

• Build and configure a community
• Create discussions and acknowledge contributors

After completing this module, students will be able to:

• Use SharePoint’s social features to support knowledge sharing and internal collaboration

Module 11: Finding Information Using Search

This module teaches students how to search for content across SharePoint 2016, including documents, people, and business data, with minimal configuration.

Lessons

• Understanding Search Capabilities
• Configuring Search Settings
• Search Analytics
• Managing Search Visibility

Lab 1: Configuring an Advanced Search Centre

After completing this module, students will be able to:

• Find content efficiently using SharePoint’s search tools

Module 12: Planning a Company Portal Using SharePoint

This module outlines how to develop a governance plan to ensure consistency and quality across the SharePoint environment. It introduces governance principles and best practices.

Lessons

• Defining SharePoint Governance
• Developing Information Architecture
• Implementing Site Hierarchies
• Executing Governance Strategies

After completing this module, students will be able to:

• Develop a governance plan and establish a governance committee

Module 13: Site Collection Administrator Settings

This module covers various tools and settings that site collection and site administrators can use in their day-to-day management of SharePoint 2016.

Lessons

• Settings for Site Collection Administrators
• Settings for Site Administrators
• Site Closure Policies

After completing this module, students will be able to:

• Use administrative tools and settings within SharePoint 2016