End User Training is intended for employees and general users of the system who are not expected to be managing or maintaining resources, only consuming resources such as reviewing and collaborating on documents, reviewing shared content / media, accessing news.

End User training focuses on the most common activities completed by end users in the system including the following:

• Navigating SharePoint Online – Quick Tips and Tricks
• Working with Document Libraries
  • Uploading documents
  • Saving directly into a library
  • Metadata and tagging documents
  • Setting and Managing Alerts
  • Sharing and Collaborating on Documents
• Working with Lists
  • Adding an entry to a list
  • Working with Comments
  • Sharing a list item
• Finding your Content
  • Searching
  • Filtering
  • Views
    • Personal Views
    • Business Views

Four (4) One (1) Hour sessions are offered in this package to allow for regional and availability accommodations to the employees and ensure engagement throughout the organization.

Sessions are delivered online and recorded to allow for reference.

This SharePoint training package includes the following tangible deliverables to support the training sessions, please note these can be customized as needed to meet your organization’s needs –

• SharePoint End User Guide
  • This will reinforce the information provided during the session with step-by-step instructions on how to complete the activities including screenshots
• Branded End User Training Presentation (PowerPoint)
• Optional – Custom Training Site (within organizations Tenant)
  • Spot Solutions will deliver the training leveraging our training environment. This means attendees will not be able to interact with the environment after the session ends
  • If a custom training site is requested Spot will develop a training environment within your tenant which can be used and leveraged by your organization after the training has completed
  • This option adds 6 hours to the training package cost for development and implementation
• Training Session Recording
  • Delivered sessions are recorded and cleaned up to provide a reference to the session information and to allow for the session to be shared with new employees as they join.

Site Owner training is intended to target users within a business unit or department (non-IT professionals) who will be taking ownership of the site for your business. These individuals will drive the development and maintenance of the site from the business unit perspective and manage access to information, document libraries and lists and will work with IT to ensure the site meets the needs of the specific business unit or group the site is intended to serve. This type of user has more technical training provided to be able to manage the site and resources but is not expected to have a full technology background or to complete IT activities. 

Site Owner training focuses on the most common activities completed by Site Owners to manage and maintain their site:

• Permissions Management
  • Adding and removing user access
  • Setting custom access to a list, library or content
  • Sharing to external users
• Working with Document Libraries
  • Introduction to Metadata
  • Creating Metadata Columns
  • Applying column formatting
  • Creating Views
• Working with Lists
  • Creating a Custom List from a Template
  • Importing a Spreadsheet to create a List
  • Applying formatting to list columns and views
• Creating and Maintaining Site Pages
  • Site Page Creation
  • Navigation and linking
  • Adding media content

Between two and four (2 – 4) Two (2) Hour sessions leveraging environment sites and including any specific implementations or guidelines for the organization will ensure Site Owners understand their role and how to engage IT for more complex requests or requirements.

Sessions are delivered online and recorded to allow for reference.

This SharePoint training package includes the following tangible deliverables to support the training sessions, please note these can be customized as needed to meet the specific organization’s needs –

• SharePoint Site Owner Guide
  • This will reinforce the information provided during the session with step-by-step instructions on how to complete the activities including screenshots
  • This includes an Appendix that provides a list of column types and common uses as well as column formatting options and examples of when they are used.
• MS Teams User Guide
  • This provides an understanding of how Teams works, and how it integrates with SharePoint Online and resources
• SharePoint Troubleshooting Tips & Tricks
• Branded SharePoint Site Owner Training Presentation
• Optional – Custom Training Site (within organizations Tenant)
  • Spot Solutions will deliver the training leveraging our training environment. This means attendees will not be able to interact with the environment after the session ends
  • If a custom training site is requested Spot will develop a training environment within your tenant which can be used and leveraged by your organization after the training has completed
  • This option adds 6 hours to the training package cost for development and implementation
• Training Session Recording
  • Delivered sessions are recorded and cleaned up to provide a reference to the session information and to allow for the session to be shared with new employees as they join

SharePoint Technical (IT) Training is intended for the members of your organizations Information Technology department employees, the goal of this training is to ensure an understanding of the overall MS 365 architecture, site and hub structure and technical management of the SharePoint and MS 365 environment.

SharePoint Technical Training provides a deeper understanding of the overall environment, architecture structure and admin centers including the following topics:

• Permissions Management
  • Azure AD and user accounts
  • Guest Access
  • Sharing and Permission settings (SharePoint and OneDrive access Controls)
• SharePoint Site Architecture
  • Hub Sites
  • Communication Sites
  • Team Sites
  • O365 Groups
  • Microsoft Viva
  • Governance of SharePoint Environment
• SharePoint Admin Center
  • Understanding DLP
  • Understanding Labels
  • Understanding Policies and Policy Packages
• Workflows and Automation
  • Simple Workflows with Power Automate
    • Simple Approval Workflow
    • Simple Notification Workflow
  • Customizing forms with PowerApps

Three (3) two (2) hour directed sessions with the IT team responsible for the SharePoint / Azure environment. Each session will focus on specific areas of interest, in order to ensure that the most critical topics are covered fully based on the level of understanding of SharePoint Online within the organization. 

Sessions are delivered online and recorded to allow for reference. 

This SharePoint training package includes the following tangible deliverables to support the training sessions, please note these can be customized as needed to meet the specific organization’s needs –

• SharePoint Site Owner Guide
  • This will reinforce the information provided during the session with step-by-step instructions on how to complete the activities including screenshots
  • This includes an Appendix that provides a list of column types and common uses as well as column formatting options and examples of when they are used.
• SharePoint End User Guide
  • This will reinforce the information provided during the session with step-by-step instructions on how to complete the activities including screenshots
• MS Teams User Guide
  • This provides an understanding of how Teams works, and how it integrates with SharePoint Online and resources
• SharePoint Troubleshooting Tips & Tricks
• SharePoint Online Governance Guideline Document
  • This provides a baseline for the IT department to develop more specialized governance for the environment and provides a good understanding of the best practice for environment governance
• Training Session Recording
  • Delivered sessions are recorded and cleaned up to provide a reference to the session information and to allow for the session to be shared with new employees as they join

SharePoint Champions Training is intended to assist in the growth and development of a power user network within your organization. In many cases individuals who enroll in the SharePoint Champions Program are also Site Owners but this is not a requirement to be included in this program.  

SharePoint Champions should be employees who have an interest in more in-depth understanding of the system, how it can be used to improve business processes and effectiveness. They should be individuals who are comfortable with technology or are comfortable and passionate about learning and working with technology. 

The Champions Network Program is a 12-month training program with monthly sessions to help build a power user base and gradually build on learnings to continue to enhance your environment and foster a continuous improvement culture within your organization.

A typical Champions Program curriculum is as follows:

Champions Network Meetings will be 3 hour sessions via MS Teams (or in person if desired) that will follow this general structure –

• 30 minutes – Meeting MC
  • Introductions / Greetings
  • introduce the Topic and Speaker for the meeting
• 1 hour – Speaker
  • Feature or Function Demo
  • Q&A
• 1 hour – Group Discussion
  • Lessons Learned
  • Successes
  • Challenges
• 30 Minutes – Meeting MC
  • Wrap up topics and identify action items
  • Request Feedback –
    • Suggestions for future sessions
    • Additional Action Items

Each month a progressively more technical topic will be selected, the first meeting is always an orientation where we take stock of the currently level of comfort within the group. Additionally in the first session the team will complete assessments that will allow us to plan out topics. 

Sessions are delivered online and recorded to allow for reference. 

This program includes the development within the organizations tenant of a SharePoint Champions site where the following resources will be provided. In addition to this starting point additional resources will be added after each Champions meeting based on the specific topic covered during the session –

• SharePoint Champion SharePoint Site
  • SharePoint Training Resource Library
  • SharePoint Champions Contacts
    • All Champions members are included to provide support to each other
    • Internal and external IT resources
  • SharePoint Champions Discussion Board
    • Depending on the overall implementation in the organization this may be a MS Teams site and channel, if Teams is not implemented then this will be developed in SharePoint
• SharePoint Site Owner Guide
  • This will reinforce the information provided during the session with step-by-step instructions on how to complete the activities including screenshots
  • This includes an Appendix that provides a list of column types and common uses as well as column formatting options and examples of when they are used.
• SharePoint End User Guide
  • This will reinforce the information provided during the session with step-by-step instructions on how to complete the activities including screenshots
• MS Teams User Guide
  • This provides an understanding of how Teams works, and how it integrates with SharePoint Online and resources
• SharePoint Troubleshooting Tips & Tricks
• SharePoint Online Governance Guideline Document
• Training Session Recording

Executive Training is positioned as a one (1) day workshop. This is intended for leaders within the organization to gain a high-level understanding of the tools, applications and resources available within the SharePoint and M365 Environment.  

The goal of this training is to ensure the attendees understand how this technology can impact their organization, how it can be used to enhance and improve business process, information flow and employee engagement while limiting frustrations of front-line employees.

Executive Training includes the following topics:

• Typical Adoption Roadmap
• MS Power Platform
  • Process Automation / Workflow with Power Automate
  • Data Visualization and Reporting with Power BI
  • Custom and Mobile Forms with Power Apps
• SharePoint Online
  • Collaboration at your Fingertips
  • Content and Communication Management with SharePoint Online
• MS Teams
  • Bringing Resources Together
  • Teams – Not just for Calling
  • Teams as a platform
• Security & Compliance
  • Data Loss Prevention
  • Data Classification
  • Alters and Security Policies
• Custom Integrations with SharePoint Online

This is a single all-day workshop that covers each topic and can be customized based on the interest of the organization in each topic area. 

Sessions are delivered online and recorded to allow for reference. 

This package includes the following tangible deliverables to support the workshop outcomes, please note these can be customized as needed to meet the specific organization’s needs –  

• M365 Roadmap 

• This document will include opportunities identified in the workshop for each of the topic sections and helps to chart a path for the organization to  
• Each of the identified opportunities will be written up and estimated in terms of overall effort and impact. 
• This roadmap may be used by the organizations IT department  

• Workshop Recording by Topic Section 

Organizational Assessment Workshops are working session with the organizations executive to assess each business unit or department within the organizations readiness to move into the SharePoint Online and MS 365 environment.  

The goal of this is to ensure we understand the comfort level of each part of the organization in adopting the technology, as well as understanding the steps we can implement to bring everyone to the same level and assist the organization in gaining value individually and across the organization. It is normal for different parts of the organization to be at different levels and part of this workshop will be identifying areas where we can showcase the technology to assist other groups in understanding how the tools can enhance their process and meet their need.

Organizational Assessment Workshop includes the following topics:

• BU Department Assessment exercise
  • This will be used to assess the level and readiness of for each business unit or department and place them on the Organization Adoption Journey Roadmap
• Key areas of opportunity and impact
  • Based on the assessment of comfort and readiness we will explore opportunities that will provide value to the group while bringing them forward on the journey

This is a single all-day workshop  

Sessions are delivered online and recorded to allow for reference. 

This package includes the following tangible deliverables to support the workshop outcomes, please note these can be customized as needed to meet the specific organization’s needs –

• Organizational Assessment
  • This document will provide an assessment of the current technology comfort and implementation level for each department and the organization overall
  • This assessment may be used by the organizations IT department and leadership to understand where there are gaps and where to focus efforts
• Organizational Adoption Roadmap
  • This document provides a list of identified activities and opportunities by department with timelines and priorities identified.
• Workshop Recording by Topic Section