Training strategy template2010

Training strategy template2010Toolkit: SharePoint 2010 Governance%img src="/

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This toolkit was specifically created to help guide you, simply and effectively, through the process of establishing SharePoint Governance and creating your SharePoint Governance Plan.

What is in this Toolkit?

The AIIM SharePoint Governance Model Overview Video

The AIIM SharePoint Governance Model Overview eBook (over 100 pages)

The AIIM SharePoint Governance Plan Template

SharePoint Governance Worksheets, Templates, & Visuals from AIIM

Several Suggested SharePoint Worksheets from Microsoft (with links for most up to date versions)

Developed by AIIM SharePoint Master and Trainer, Nick Inglis, this toolkit has been set up in two sections to cover foundational activities and governance planning.

Stage 1: Foundational Elements

Part 1: Governance Rationale

Part 2: Information Gathering

Part 3: Architecture, Roadmap, & Strategy

Part 4: The Business Case

Part 5: Requirements

Stage 2: Developing Your Governance Plan

Information Architecture & Design

Content Governance

Classification Governance

Development Governance

Security Governance

Testing, Training & Support

The toolkit downloads as a zip file. The overview video, just over 18 minutes, will give you a strong sense of the activities and planning involved in the AIIM Model of SharePoint Governance. The actual eBook will guide you step by step, with templates and worksheets, through the process of establishing SharePoint Governance and creating your SharePoint Governance Plan.

Sharepoint employee training management

Sharepoint employee training managementSharePoint Employee Training Management

Manage your employee training like a pro

Set up training events

Make administrating and organizing employee training easier. With the help of our template you’ll never lose track of dates, topics, attendees or deadlines.

Enrollments made easy

Enrollments can be carried out with just one click. All attendees can view their appointments in a personal calendar once they have been enrolled.

Share course material

Organize your training events

Simple enrollment

If you as the organizer wish to invite one or more attendees directly, this is also possible. The people invited will receive a meeting request by e-mail and can use it to confirm their participation.

Sharepoint user training-powerpoint ppt presentation

Sharepoint user training-powerpoint ppt presentationSharepoint User Training - PowerPoint PPT Presentation

Sharepoint User Training

. Nicole Bird. Roanoke Valley Sharepoint User Group. May 28, 2008. Register for their Yahoo Group (free): groups. yahoo/group/sharepointdiscussions. PowerPoint PPT presentation

Transcript and Presenter's Notes

Title: Sharepoint User Training

Sharepoint User Training

Presented by Nicole Bird

Roanoke Valley Sharepoint User Group

May 28, 2008

If you are considering Sharepoint

Building a Business Case

What is Sharepoint and how would we use it?

Engineering / Planning

Identify needs

Governance / Compliance

Design/Architecture

Visit the Microsoft Gear Up Site

http//sharepoint. microsoft/gearup/

If you are implementing Sharepoint

Getting users to adopt and use

Engaging and training users

Release / Launch

Moving into maintenance mode

Look at the Sharepoint Buzz Kitdesigned to help

you generate demand for your deployed site

sharepoint. microsoft/gearup/Pages/General/Buzz

Kit. aspx

Who are your Sharepoint Users? What

Training Do They Need?

Administrators

Installation. configuration, maintenance

Programmer / Developers

Custom coding, design, and styling

Site Managers

Adding and maintaining sites, users

Business / End Users

Adding editing content, using webparts

Microsoft Training Options

Sharepoint Training Downloads

http//office. microsoft/en-us/sharepointserver

/ HA102488011033.aspx

Support Site

http//sharepoint. microsoft/blogs/GetThePoint

Portal Edition can be installed on your SP

server, so it is accessible by all users.

Generates reports of training taken.

Can add customized content by converting content

to a SCORM compliant item.

(No Transcript)

MORE MS TRAINING OPTIONS

Sharepoint Training Online

http//microsoft/events/series/sharepoints

erver. aspx

Also has similar training for Designer

http//office. microsoft/en-us/sharepointdesign

er/ FX100487631033.aspx

Designer Team Blog

http//blogs. msdn/sharepointdesigner/default. a

spx

Look at the references at the bottom of Gear Up

OTHER RESOURCES

Sharepoint Solutions http//sharepointsolutions. c

om/

Classroom in Charlotte, Nashville

Online http//sharepoint-screencasts/default.

aspx

Mindsharp http//mindsharp/

Classroom in Charlotte, Knoxville

Sign up for Premium Content (free).

Register for their Yahoo Group (free)

http//groups. yahoo/group/sharepointdiscussion

s/

University

http//dotnet-u/coursematerials. aspx

harepoint/ learning/e-learning. mspx

If interested in Certification Prep, many members

prefer MeasureUp over Transcender. They all

suggest using this AFTER you study just to get a

feel for the test.

SheltonBlog has some good training videos

Windows sharepoint services applications template employee training

Windows sharepoint services applications template employee trainingWindows SharePoint Services Applications Template: Employee Training

To install this download:

Note: To complete the following installation, you must have Administrator rights to both the root of the Windows SharePoint Server and to the server on which it is installed.

Download the file by clicking the Download button (above) and saving the file to your server.

Double-click the program file on your hard disk to extract the template files to a location on the server.

Open the top-level Windows SharePoint Services site where you will install the template.

On the link bar, click Site Settings .

In the Administration section, click Go To Site Administration .

In the Site Collection Galleries section, click Manage site template gallery .

On the Site Template Gallery page, click Upload Template .

Browse to the location where you extracted the template and select the template. Click the Open button.

Click Save and Close to upload the template.

Instructions for use:

Open your Windows SharePoint Services site.

On the link bar, click Create .

In the Web Pages section, select Sites and Workspaces .

Complete the information and then click Create .

On the Template Selection screen, select the new template from the list, and then click OK .

To remove this download:

To uninstall the template, complete the following. You must have Administrator rights to the root of the Windows SharePoint Server.

Note: This will not remove the templates from any sites that were already created using this template. It will only prevent users from creating new sites based on that template.

Open the top-level Windows SharePoint Services site where you will install the template.

On the link bar, click Site Settings .

In the Administration section, click Go To Site Administration .

In the Site Collection Galleries section, click Manage site template gallery .

Click the Edit icon of the template you will uninstall. Click Delete and then OK

Sharepoint training template

Sharepoint training templateSharePoint Training Template

Improve Employee Training Management with Free SharePoint Services Template that Includes Course Scheduling Registration and Feedback Tracking

Employee training is a crucial aspect for an organization owing to the benefits that organizations draw from training their employees. Amidst continual organizational changes and increased competition, there is a growing need for employee training, in order to meet organizational goals. Human Resources and Training departments holds the responsibility of scheduling and managing employee training throughout the year. Activities such as scheduling, registration, organizing course material, collating and giving out feedback-can turn out to be hectic and time consuming if handled inappropriately. Organizations thus require an employee training and scheduling system to effectively organize and track employee training programs. This system should facilitate, simplify and speed up registration and other training related activities.

The Employee Training Scheduling and Materials SharePoint Services application template is a SharePoint hosting template that aids the instructors and employees in managing courses and training material. Using this SharePoint Services template, instructors can add new courses to the site where they can specify the course details such as course dates, venue, time and the number of seats available for attendees. Subsequent to course creation, the employees can login to the site and register for the course. The employees can also download course materials posted on the site. The Employee Training Scheduling and Materials template enables the employees to view the list of courses that they have registered for and those theyve attended in the past. Another useful feature of this site is the provision for employees to give feedback for the instructor. The instructor can view this feedback for measuring the effectiveness of the course and making further improvements.

Windows SharePoint Services 3.0 hosting give you better control over your organizations data, which otherwise involves high costs and complexity. Windows SharePoint Services 3.0 is available with hosted application templates free with hosted SharePoint plans. These SharePoint Services hosting templates are highly scalable, flexible and easy to use. These can be deployed quickly and easily across organizations of different sizes. These templates provide advanced administrative control at minimal costs. They facilitate secure data storage and collaboration.

Apps4Rent offers Microsoft SharePoint price plans for hosting starting at $8.95 per month with access for unlimited users. One can also upgrade to a low cost dedicated SharePoint server with hyper-v hosting. Also, available additionally are free SharePoint hosting templates developed by Microsoft. In addition to this SharePoint template for employee training (with course scheduling and feedback tracking) the Apps4Rent hosted SharePoint plans make other free SharePoint templates available instantly after signing up for a basic SharePoint hosting plan. Now sign up for SharePoint 2013 hosting at value price from Apps4Rent.

Depend on Apps4Rent for all your business hosting needs.

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Get em ready tips for planning asharepoint2013training program

Get em ready tips for planning asharepoint2013training programGet 'em ready: Tips for planning a SharePoint 2013 training program

SharePoint is a complex application. But training business users for an upgrade to SharePoint 2013 doesn't have to be a daunting task for IT teams.

GUIDE SECTIONS

Anytime an organization rolls out a new application, end-user training must be a primary consideration. After all.

Continue Reading This Article

By submitting my Email address I confirm that I have read and accepted the Terms of Use and Declaration of Consent.

the application won't do the company much good if the intended users can't figure out how to use the software. Many applications are relatively straightforward, and so are the training requirements for them. But SharePoint isn't one of those applications.

It's not just that SharePoint is a complex technology, with a variety of collaboration and enterprise content management capabilities. Another complicating factor is that organizations use it in different ways, taking advantage of unique combinations of all those capabilities based on their business needs. As a result, providing business users with the SharePoint training they need typically requires quite a bit more planning than is likely to be necessary for more pedestrian applications.

The advent of SharePoint 2013 brings training issues to the forefront again for IT managers and SharePoint administrators whose organizations are planning or weighing upgrades to the new version. Ultimately, there's no right or wrong way to manage the SharePoint 2013 training process. But in mapping out plans, there are some important considerations to take into account so you can ensure that the training program will truly be effective and beneficial.

Training demands dictated by SharePoint use

If your organization is currently running SharePoint 2010 or a previous release. your users might require only a minimal amount of training on SharePoint 2013. With a SharePoint deployment in place, you no doubt already have established site collections, document libraries, information lists and so on. The level of training you'll need to deliver depends on what users do with SharePoint. If they merely access SharePoint sites, use document libraries and perform other basic tasks, you might not have to do much (if any) additional training before upgrading. When you migrate to SharePoint 2013, the end-user experience will be very similar to what it is now.

On the other hand, some organizations give end users the freedom to perform more advanced functions in SharePoint. If you allow users to build team sites or to perform administrative actions such as modifying their own SharePoint profiles, some basic training on how to do such tasks in SharePoint 2013 could be necessary.

Site creation and profile modification is no more difficult than it was in SharePoint 2010, but Microsoft has made some changes to the user interface. In addition, SharePoint 2013 includes a new feature that lets site owners install lightweight apps to expand the functionality of their sites; that could also spur a need for new training.

If your organization does make use of SharePoint document libraries, a big question is whether you also plan to upgrade to Microsoft Office 2013. In previous versions of SharePoint. a Web interface is used to check documents into and out of a document library. Although that concept still exists in SharePoint 2013, the Web interface is much less important than it once was if you're running Office 2013 as well. Users can fully interact with document libraries without ever having to leave Office. For example, a worker might save a new Excel spreadsheet directly to a SharePoint library or check out a document from within Word 2013. Office 2013 even works with SharePoint's version controls for tracking changes to documents and files and saving different versions of them.

Mix it up on Office and SharePoint 2013 training

For a mixed environment of SharePoint 2013 and Office 2013. it likely will be useful to invest in some Office training, with an emphasis on integration between those applications and SharePoint. And it goes beyond needing to know how to use the SharePoint functionality that is baked into Office 2013: Some of Microsoft's terminology can be confusing to the uninitiated. For example, Microsoft's consumer-grade cloud storage service is called SkyDrive. But in Office 2013 (and the Office 365 suite of online applications), that term is sometimes used to refer to storage for SharePoint document libraries. Technically, the SharePoint-based technology is known as SkyDrive Pro, but Microsoft uses that and the unadorned SkyDrive inconsistently.

More on SharePoint 2013 upgrades:

Prepare for a SharePoint upgrade in your organization

If you're considering a migration to Office 365 along with the online version of SharePoint 2013, your training efforts initially should focus on how to navigate the online environment. The Office 365 interface takes some getting used to because it isn't dedicated solely to SharePoint. When users log into the Office 365 portal, they're presented with a dizzying array of options related to SharePoint as well as their Office 365 accounts and applications such as Exchange, Project and Microsoft's Lync unified communications platform. Once users navigate to SharePoint sites, things become normal again and using SharePoint Online is no different than working with the on-premises software -- but the startup can be a little jarring.

Views from veronique

Views from veroniqueAnother Reason Your SharePoint Training Plan Could be Failing

There are always plenty reason why your training plan may be failing lack of consistency, wrong content, wrong timing, wrong audience, no drivers, no long term vision it goes on. However, one thing we have seen over and over again, is lack of basic skills by delegates. Companies are sending staff to SharePoint training when those staff members have got almost no understanding of their computer.

How can you expect someone to grasp and embrace a complex technology when they dont even know the difference between Internet Explorer and Windows Explorer; when they can barely type, or save a document, or switch between windows, or open a new browser tab? Not a week goes by where we dont see this happening. You simply cant expect your staff to get SharePoint right when they dont have the basics under the belt.

An introduction to how the PC works and basic Word, PowerPoint, Excel and Outlook skills are really critical if you want your staff to be empowered to do their jobs with any efficiency. SharePoint training is always a high expense in a company. Instead of throwing that money down the drain by having to retrain people over and over; make sure the people that are being sent to training have the basic skills covered. They will then be better prepared to take on a more complex technology because they wont have the fear of computers hanging over their heads. Empower your people.

University web services(uws)

University web services(uws)Be ready for the new functionality and the ribbon

Page Content

As the campus prepares to launch the latest version of SharePoint 2010 with the ribbon, University Web Services has developed a training plan that encompases all permissions groups. This new plan recognizes the specific skill set needed by each user to be successful at SharePoint 2010.

Phase I—SDAT

February 1 will launch the first public group of users to access SharePoint 2010. Participating web masters will get a practice area (“sandbox”) where individuals can test functionality coupled with the training documentation. This group will provide invaluable feedback to University Web Services.

Phase II—Early-adopters

On March 1, a select group of 20 site owners will be invited to access SharePoint 2010. Together with the web masters, these individuals will test functionality in a practice “sandbox” area. We will work closely with them collecting feedback and registering problems.

Phase III—End-user training

April and May will be devoted to training the campus congregation on SharePoint 2010 functionality featuring the ribbon. During the first two weeks of April, introductory sessions will be held. These informative sessions will introduce “the ribbon” to all users. At these sessions, users will be encouraged to register for the upcoming training sessions.

SharePoint 2010 training will be chunked into sessions directed toward specific permission groups. Training sessions include:

SharePoint 2010 basic—required for all users who have site permission and all new users must complete this session before permissions will be granted.

The curriculum for each level is built on basic class. Additional information is added based on permission level.

Contributors—Edit, check-in, publish; tabs and accordions, reusable content, forms

Content managers—Navigation, web parts

Site owners—Branding

Web masters—CSS

Classes will be held daily in May rotating between the Anschutz and Downtown campus. Web masters will be appraised of who has registered and for what class. Training sessions for entire departments or units are available. Please complete training requests before March 15.

Communications plan

We plan on developing and posting online training materials, frequently asked questions (FAQ), the training schedule and training registration forms on the CU Denver website at ucdenver. edu/sharepoint.

The website will serve as the main communications vehicle through the launch of SharePoint 2010.

Office project templates

Office project templatesOffice Project Templates

Visual Studio Tools for Office includes project templates in the New Project dialog box and in the Add Project dialog box. You can use these project templates to create new document-level customizations, application-level add-ins, and SharePoint workflow projects in Visual Basic and Visual C#.

A project that you can use to create a customization for a new or existing Microsoft Office Excel workbook.

A project that you can use to create a customization for a new or existing Excel template.

A project that you can use to create a customization for a new or existing Microsoft Office Word document.

Projects that you can use to create sequential and state machine workflows for Microsoft Office SharePoint Server 2007.

Sharepoint governance plan-user training and agreement

Sharepoint governance plan-user training and agreementSharePoint Governance Plan - User Training and Agreement

Perhaps its my five years working as a Certified Trainer in a learning centre, but I believe training users to use a platform like SharePoint is vital to its success. You dont necessarily have to describe the SharePoint training in your Governance Plan, but it needs to considered as your write this Governance for SharePoint. That and having a user agreement ready and defined when site owners receive a new SharePoint site.

I know that for those following this series, I may sound repetitive. But, its crucial to understand the SharePoint Governance Plan is a set of guidelines to help the business properly use the platform. I am not saying you should write up a courseware inside this document, simply consider training as part of those guidelines. Will Site Owners need to have followed a specific training to receive support? Perhaps to receive a Site? Or a different training to receive Site Owner level 2 with Lists and Library management? These are the guidelines that need to be set and defined to help them leverage the platform adequately.

Adding Training as part of your SharePoint Governance Plan

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The purpose of my article isnt to convince you that training is important for your business. I am assuming you already know the tremendous value it brings, especially when working with a platform like SharePoint. No, I want to focus on what to write in the Governance Plan to help users and the organization know what they need before working with SharePoint, as a Governance Plan should.

Youll need to divide it into a few sections and of course this may vary based on the organization and its plans to use SharePoint.

The training « programs » available

Roles that will require a program

Tools available for the training

Training programs

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There are a multitude of ways to deliver good, quality training for SharePoint to your audience. Ideally, there is an easy way for them to get tailored in-class training. It must be the trainer in me, but I still find its the best way to learn. To dedicate your time to the training and be there with someone teaching from experiences learned. Lately, whats been getting popular is the use of video to deliver SharePoint or any type of training in an organization. I have actually participated in authoring and delivering a video training for an organization where we simply could not send every single employee to receive SharePoint training. We focused on creating short three to five minutes videos tailored to a particular subject and make them easily consumable by the viewer. The feedback we received was incredible, weve even gone ahead and created a separate video training program for the Site Owners.

Identify roles that will need training programs

This will need to be well defined as it is, in my opinion, a very important factor in the success of your SharePoint deployment. As mentioned earlier, its too easy to create chaos with SharePoint. You need to have people, trained people, that know how to use the platform based on the actual needs of the business. A good way to get started is to list some of the major roles identified in our first part of building a SharePoint Governance Plan .

Site Designer

Advanced Site Owner

Site Owner

End User

Those are roles that I often see when implementing SharePoint as a collaboration platform, but they may vary based on your needs. Identify them and clearly assign a training program or « certification » if you like. I am a big fan of reward or « gamification » in the workplace and this can easily be applied in this context. This can be badges earned on their profile picture, certification they can add to their names, there is a whole lot to explore with this. Whats important, is that there is tailored training to the right people.

Tools available for SharePoint Training

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The trick is not to go crazy here. We tend to do too much, when in most cases a simple solution will suffice. What I mean by tools for SharePoint Training is simply, what is available to those training, to practice what they learn. Remember when we built the Site Definitions in our SharePoint Governance Plan. One of them was called « Sandbox » and this is what I usually give to those that want to test, exercise or practice on something before doing it in a production SharePoint site. The site policies you had defined for this sandbox site are important, you dont want them to start using it for their production content. Do you have to do this? No. But whatever you choose, it needs to be in the SharePoint Governance Plan .

Its easy to say all this in a few paragraphs on a blog post, I understand that. Training is an art of its own and should be well thought out and well executed. If you dont have the expertise internally, then I strongly recommend looking to hire someone who does. Whether its to build video capsules or provide in-class training, training is a vital piece of your SharePoint project. My focus here is mainly on building a set of guidelines, a SharePoint Governance Plan, to help the SharePoint users know what kind of training they should receive based on their roles as well as how it will be delivered. It should also include the tools available to practice even if its just a site template defined with a set of rules and most importantly, a site deletion policy.

Governance should include the Site User Agreement

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Every day, when you download and install a new application you are usually presented with a document that requires you to « agree » before continuing to the application and be able to use it. Dont worry, I am not asking you to get the lawyers involved today and write a 50 page EULA. Personally, I think this is the most under-utilized option to increase SharePoint adoption and enforce your Governance.

In my past projects, weve done a user agreement as a one pager document that acts as a summary of all the rules and policies we defined in the governance plan for that specific site. Not only those it help remind the user receiving the site what he has « ordered » so to speak, but it also « backs you up » if they ask for something out of the scope defined in the agreement later on. For example, if you have set storage space for that particular site template at 25GB then the user will have seen and agreed to it when receiving the site.

My version of the user agreement really is more like the governance plan in a summary view where the audience is the site owner. Of course, there isnt any part about the logical architecture or any other information irrelevant to the site owner. Remember, I talked about doing your SharePoint Governance in form of a Wiki instead of a large Word document. This will make it even easier when building a user agreement as most of it will be links to those Wiki Pages that you can easily keep up to date.

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This is obviously something I put together quickly for this post based on the information we built in the previous article. But it helps get an idea.

There are a number of other things to include in the user agreement, ideally as we mentioned everything related to that site and for that site owner. This can be information on quota, retention, security, training required, support or anything else relevant to the site owner.

As for the SharePoint Governance Plan, it should include a copy or template of the User Agreement. But the real question is, how will you implement it? Weve established that it can be a summary of the governance with the specific rules and policies for the particular site the owner is receiving. But how will he receive it and how does he sign it? Will it be easily accessible afterwards? This is entirely up to you, the need in the business and of course the technical competency to implement it. Ideally, it will be included as part of the Site Request weve built previously in the Governance Plan. Once the user has requested his or her site and it has been approved. Another way is for it to be part of a form the future site owner has to read and accept to receive the right permissions in the site or for the site to be created. This is entirely up to you, but be sure to have it close by and at the reach of the site owner if he needs to look at it again.

What does our SharePoint Governance look like?

Whether you went ahead and created a Wiki or have written a formal Word document, that isnt the question. Both will work just fine in serving the purpose of governance by setting accessible guidelines for your SharePoint platform. What I mean is, through the first five articles on building a real world SharePoint Governance Plan. what does it look like now?

The process, in the organization and especially with people will take time. Thats why we started by identifying the different roles and responsibilities we could at the very beginning. We then moved on to creating a logical architecture to identify what we will need and how to organize it. Of course doing that, we quickly saw we would need to create clear site template definitions we would use with their rules and policies. That will definitely take some time, but will eventually lead us to the site request process. How will those « Site Owners » we identified request the right site template for their need? Well, we had a proper training program identified for that specific role and once this person received the site, he or she had to accept a user agreement, which essentially summarized the Governance Plan for the site being delivered. Its a start and mind you there is still a lot to identify, the support model for example or how should social features be used internally. But, by now you should be able to get the SharePoint Governance started. Remember to keep it simple and useful for the business, no one wants to read a 50 pages document.

Gloucestershire hospitals nhs foundation trust

Gloucestershire hospitals nhs foundation trustStrategic Training Needs Analysis

Introduction

In response to the changing ways in which education is delivered for Health Care Practitioners, along with increasing onus on employers to provide and or find education, the Professional Educational Department along with Learning and Development have been tasked to develop a clear and robust process to enable clinical managers to indentify their training requirements. These must meet corporate objectives and targets, service delivery and the professional development of their workplace.

To ensure that the training requirements are accurate and responsive to the changing needs of the organisation, the training plan for each clinical area will follow a one year cycle alongside the NHS Annual Cycle Plan.

It is envisaged that once the training needs for an area are identified, managers will use the appraisal process to map the training requirements against staff who require development.

To support managers in identifying their training requirements for the year, Professional Education have developed a demand forecast sharepoint site and this will contain all the required resources to support managers.

To enable clinical managers to determine the specific skills required, we have developed a Ward Profile. This needs to be completed and stored on Sharepoint at glnt313/sites/stna/default. aspx It should be noted that only members of staff who have been given permission to use this site will be able to gain access.

Overview of Training Plan

In order to identify the over-arching training needs of any clinical area, the training plan will be sub - divided into three key areas for the clinical manager to identify; these are defined as:

We have solutions for it!

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Products available from DTS

Microsoft sharepoint designer team blog

Microsoft sharepoint designer team blogTraining Site Template - Part 1: Introduction

Hi folks,

Sean Gabriel here. I'm a Program Manager for the SharePoint Designer team, and I work primarily on our application building experience. I'm definitely looking forward to sharing my knowledge here - so if you have topics in the app building space that you'd like to see covered in this blog, don't hesitate to ask.

You may have heard of the Application Templates for Windows SharePoint Services 3.0. a set of recently released SharePoint site templates that are designed to solve 40 common customer scenarios. I had the pleasure of building one of these templates myself, and I want to show you how to do it using SharePoint Designer 2007 - from start to finish!

The template I'll be discussing is Employee Training Scheduling and Materials. The best way to understand it is to download it and try it out yourself, but here's a quick overview of how it works:

Two types of users can visit the site, instructors and students (learners). When an instructor has a class to teach, he/she adds it to the Courses list, specifying things like the date, location, and number of available seats. Students can then browse through the list of upcoming courses and sign up for anything they are interested in - and the app keeps track of the registration list, reminds users when a class is soon to start, and collects student feedback after the class is over. At a glance, both students and instructors can view a personalized dashboard of their trainings on the site's home page.

These behaviors are achieved through the use of workflow and a few specialized instances of the Data Form Web Part (DFWP). Here's the battle plan for how we'll build out the app:

Design the key lists - Courses, Registrations, etc.

Add sign-up and reminder logic with workflow

Override default list views and forms to control app behavior

Create dashboard page with aggregate views across multiple lists

For most of these items we will be using SPD, but the first bullet is something we need to do through the browser for now. So today let's walk through the list design to set us up for building the DFWPs next time.

List Schema Design

If you browse to "View All Site Content" on the training site, you'll see the following list of lists:

The heart of this app is the Courses list. A course is a lot like an appointment - which has a title, location, start and end time, etc. - so a great place to start is with the built-in Calendar list. On your blank SharePoint site (you're following along, right?) do the following:

Click on Site Actions > Create

Choose Calendar under the Tracking column

Name it "Courses" and supply a description

SharePoint has taken care of providing us the calendar-like view that you see in the training site under "Upcoming courses" (sidenote: and this works because Courses are now using the Calendar content type). But the schema isn't quite right yet. Let's tailor our new list around courses specifically - so, from the calendar view where you are now:

Click on Settings > List Settings

Click Create Column for each line item below, and fill in the following info (use defaults unless specified):

"Instructor". Person or Group. OK

"Filled Seats". Number. Yes to Required. Min 0 Decimals 0 Default 0 . OK

"Total Seats". Number. Yes to Required. Min 0 Decimals 0 Default 0 . OK

Click on the name of each existing column and modify it as specified:

Title . Rename to "Course Title". No to Required. OK

Description . Rename to "Course Description". OK

Now our Courses list has an instructor associated with it, and placeholders for calculating the number of available seats in the class (which we'll get to later). Don't worry about the views on this list yet, we'll be going over those next time as well.

Since I walked you through the Courses list in detail I'll trust you to be able to follow quickly through the rest of the lists. Next up is Course Materials, which will hold any documents related to the courses. Sounds like a document library works, but each doc will need a pointer back into the Courses list so we know which course it's associated with. Here's how to do it:

Click Site Actions > Create . Document Library

Name it "Course Materials" and suppy a description, we used "Microsoft Office PowerPoint presentation" as the doc template

Click Settings > Document Library Settings

Add column "Course". Lookup. Yes to Required. Get information from Courses . In this column Course Title . OK

We also want to collect course feedback from students after they've taken the class. Here you can be as broad or specific as you want, but these are the steps for creating the Course Surveys list you see in the training site today:

Click Site Actions > Create . Custom List

Name it "Course Surveys" and supply a description

Click Settings > List Settings

Click Title . Rename to "One-line review". No to Required. OK

Add column "In-depth review". Multiple lines of text. OK

Add column "Course". Lookup. Yes to Required. Get information from Courses . In this column Course Title . OK

Add the following 3 columns as. Choice. Yes to Required. Supply choices*. Radio Buttons . Empty default. OK

"Effectiveness of the instructor"

"Usefulness of the course materials"

"Satisfaction with the course"

* = fill in the answers to the survey, you can see them in the picture on the right (or try adding a new item to Course Surveys in the template).

Additionally, we need to keep track of registrations for each course, and while there are many ways to do this, the model we used for this template was a separate list that essentially stores (Name, Course) pairs. We'll enforce the seating requirement both in the front-end views and back-end workflow. So for now, lay the foundation with this Registrations list:

Click Site Actions > Create . Custom List

Name it "Registrations" and supply a description

Click Settings > List Settings

Click Title. No to Required. OK

Add column "Course ID". Lookup. Yes to Required. Get information from Courses . In this column Course ID . OK

Now do the exact same thing to create the Past Registrations list (but change the name, of course). From here you can create the (optional) Announcements and Links lists, which you'll find in Site Actions > Create under the Communications and Tracking columns, respectively.

Well done! You now have the 7 lists that house all the data in the Employee Training Scheduling and Materials site. The 8th list (Tasks) will be on its way shortly, as next time I'll show you how to create the workflows for registration and reminders I mentioned earlier. That's the key to providing rich application logic behind our SharePoint site here. Until then -

Training Site Template - Part 2: Workflows

Hey there,

It's Sean again with another installment of the template development walkthrough. Last time we covered the list schema for the Employee Training Scheduling and Materials template, one of the new Application Templates for Windows SharePoint Services 3.0. In this series I'm showing you how we built one of these templates from the ground up, and today we're going to author all of the training site's workflows using SharePoint Designer. With that done, you'll have built the whole back-end of the template, so in a future installment we'll get our hands dirty with SharePoint's views and forms.

Open up a fresh installation of the training site in SPD and you'll see the folder list pictured on the right - with the three workflows you'll be creating today in the Workflow Designer. They'll provide some of the rich behavior that you wouldn't see in a static web app, and you won't need to write any code to get it done. Let's get started!

Automatic Reminders

People are forgetful. Computers aren't. So when an instructor comes to your training site to create a course, why should they have to remember when it is? That's where you can come in with this workflow, which we'll set on the Courses list:

In SPD, go to File > New > Workflow.

Name it "Instructor reminder" and attach it to the SharePoint list "Courses"

Check the box to Automatically start this workflow when a new item is created

Click Next > to continue

From here you'll want to create 3 steps which will logically separate our workflow into sets of related actions. Click Add workflow step to move on to the next step, and in each case if you don't see the specific action listed, click the Actions button > More Actions. to see the full list. Additionally I'm using [ brackets ] to refer to what you need to do in each placeholder.

So before you start, first create two variables (click Variables. > Add. to make them), one called "Reminder Time" (Date/Time) and one called "Subject" (String). You'll need them once you get to the individual steps:

First step: name it "Set reminder time"

No conditions

Actions > Add Time to Date - Add -24 hours to [ fx . Current Item, Start Time ] (Output to Variable: Reminder Time )

Actions > Build Dynamic String - Store " RE: [ fx . Current Item, Course Title ]" in Variable: Subject

Second step: name it "Send confirmation"

No conditions

Actions > Send an Email - Email [ . ]

To: Workflow Lookup. . Current Item, Instructor

Subject: fx . Current Item, Course Title

Body: This is a confirmation that you are scheduled to teach [ Add Lookup to Body . Current Item, Course Title ] on [ Add Lookup to Body . Current Item, Start Time ] at [ Add Lookup to Body . Current Item, Location ]. For more information, please visit the training site.

Third step: name it "Send reminder about course"

Conditions > Compare Courses field - If Created is less than [ fx . Workflow Data, Variable: Reminder Time ]

Actions > Pause Until Date - Pause until [ fx . Workflow Data, Variable: Reminder Time ]

Actions > Send an Email - Email [ . ]

To: same as above

Subject: fx . Workflow Data, Variable: Subject

Body: This is a reminder that you are scheduled to teach [ Add Lookup to Body . Current Item, Course Title ] on [ Add Lookup to Body . Current Item, Start Time ] at [ Add Lookup to Body . Current Item, Location ] in 24 hours. For more information, please visit the training site.

Click Finish

Make sense? We're sending two reminders to anyone who adds a new item to the Courses list (i. e. an instructor creating a course) - one right when they make it as a confirmation, and another 24 hours before the course is scheduled. And the first step was just to keep the variable assignment separate, there's nothing wrong with doing it in the other steps right before they are used.

We'll want to do a similar reminder for students, but we can do it at the same time that we enforce seating policy (each item in Courses has an Available Seats and Total Seats) since it only really makes sense to send reminders if you actually make it into a course.

Processing Student Registrations

If you try to add a new course by browsing to Courses > New. you'll see this line in the new form:

And you'll also notice that there's no line for Available Seats or Filled Seats, even though we added those fields to the Courses schema in part one. I'll teach you the trick to hide form items next time, what's important here now is that 0 will be our sentinel value in the workflow to come.

Let's go through this one a bit faster by using some shorthand.

. means I'm referring to a string (probably for those long auto-generated e-mails) that you can find the full text for by opening Attendee registration. xoml in SPD.

Courses* means you need to perform a lookup back into the Courses list. To do this, start by pushing fx and pick Source: Courses, at which point you'll see the "Find the List Item" section appear. In that section, match Field: Courses:ID to Value: Registrations:Course ID (use the nearby fx . Current Item, Course ID).

Variable: = anything with a leading Variable: in front of it is a workflow variable that can be found in fx . Workflow Data.

Start with a new workflow called "Attendee registration," attached to Registrations and triggered when an item is created. Create 7 variables before you begin, 4 of type String (Subject, Confirmation Body, Reminder Body, Reminder Body 2), 2 Date/Time (Reminder Time, Reminder Time 2), and 1 Number (New Filled Seats). From there build out the steps:

"Cache all variables"

No conditions

Actions > Build Dynamic String (x4)

Store . in Variable: Confirmation Body

Store . in Variable: Reminder Body

Store . in Variable: Reminder Body 2

Store . in Variable: Subject

"Enforce seating policy"

Conditions > Compare any data source (x2)

If [ fx . Courses*, Total Seats ] equals 0

or [ fx . Courses*, Filled Seats ] is less than [ fx . Courses*, Total Seats ]

Actions > Set Workflow Variable (x2)

Set Variable: Reminder Time to [ fx . Courses*, Start Time ]

Set Variable: Reminder Time 2 to [ fx . Courses*, End Time ]

Actions > Do Calculation - Calculate [ fx . Courses*, Filled Seats ] plus 1 (Output to Variable: New Filled Seats )

Actions > Update List Item

List: Courses*

Add. . Set Filled Seats to Variable: New Filled Seats

Click Add 'Else If' Conditional Branch

No conditions

Actions > Delete Item - Delete item in Registrations (Current Item)

Actions > Stop Workflow - Stop the workflow and log " Course is already full. "

"Set reminder time"

No conditions

Actions > Add Time to Date - Add -24 hours to Variable: Reminder Time (Output to Variable: Reminder Time )

"Send confirmation"

No conditions

Actions > Send an Email - Email .

"Send reminder about course"

Conditions > Compare Registrations field - If Created is less than Variable: Reminder Time

Actions > Pause Until Date - Pause until Variable: Reminder Time

Actions > Send an Email - Email .

"Send reminder for feedback"

Conditions > Compare Registrations field - If Created is less than Variable: Reminder Time 2

Actions > Pause Until Date - Pause until Variable: Reminder Time 2

Actions > Send an Email - Email .

"Move to Past Registrations"

No conditions

Actions > Copy List Item - Copy item in Registrations (Current Item) to Past Registrations

Actions > Delete Item - Delete item in Registrations (Current Item)

Yikes, I know. But thankfully that's about as bad as it gets. Here's a brief explanation - a student will register for a course, but they won't get in right away (technically, they get in but they may be kicked out immediately if the seating logic fails). After setting all the variables we check if Total Seats is 0 (unlimited) or greater than Filled Seats (i. e. is there room in the course?). If not, we abort prematurely (delete/stop step two), otherwise we do the math and add 1 to the Filled Seats, send reminders, etc. The last step is the archival in the mirror list Past Registrations, something that will become more evident in part three when we build up the front end.

A Dirty Workflow Secret

That's all well and good, but what happens when someone wants to unregister from the course? We need to subtract 1 from the number of Filled Seats, then delete their registration from Registrations, but here's a problem - workflow cannot be triggered to run before an item is deleted . So here's how we'll fake it - since workflow can run when an item is changed, we'll set up another sentinel value for our workflow to be interested in. DELETE seems pretty self explanatory, right?

(Note that this workaround has some serious implications - we'll need to hide item deletion in Registrations and block all edits to our field so the user never trips the sentinel. Don't worry, I'll explain in due time. )

Our last workflow, "Attendee unregistration" (for lack of a better word), attached to Registrations, triggered when an item is changed. One variable before you start: a String called Log Message. Not even really necessary, just for posterity:

"Unregister from course"

Conditions > Compare Registrations field - If Title equals " DELETE "

Actions > Delete Item - Delete item in Registrations (Current Item)

Actions > Build Dynamic String - Store . in Variable: Log Message

Actions > Stop Workflow - Stop the workflow and log Variable: Log Message

And there you have it, dynamic behavior that takes a long time to spell out in a blog post, but goes a long way towards the richness and robustness of your SharePoint app. It's taken us a few key design decisions to get here, and so in part three we'll learn what consequences that holds for the front end system, which is driven by SharePoint views and forms. I'll see you then!

Sharepoint training guide

Sharepoint training guideSharePoint Training Guide

My take on the different types of training Ive seen so far, along with some places and the reasoning behind the training provision. Note that this article does not sell or advocate any of the training providers or resources rather, you are advised to build a strategy based on some of the principles in the article

Welcome to an article which goes into the land of SharePoint Training. This attempts to examine various levels of training and how they can and are being mapped to SharePoint information workers, irrespective of whether they are SharePoint on-premise, or SharePoint through Office365. Please note, that whilst I go into some detail on training delivery that I am not a SharePoint Trainer; however, I think Ive got enough experience through the implementation of SharePoint Training strategies for many organizations, so I suppose Ive got some points that may be useful either to you as a trainer, or SharePoint user, or even a programme manager seeking to identify the key areas of SharePoint training delivery.

Let us begin with a typical picture facing a SharePoint support perspective, featuring the SharePoint Administrator on-premise…. Put yourself in the shoes of such SharePoint Administrator, monitoring a SharePoint environment, and through the wonderful event viewer on SharePoint servers see a whole bunch of reds (Errors) in an Application Event log. After trawling through the sea of ULS logs, Web. Configs and IIS logs on the screen for several hours, trying this and that, crashing out on numerous occasions; youve may have just about had enough. Your pride may already hurting from the fact that the SharePoint reference manuals are piled high all over the desk, and still the flashes of understanding and inspiration simply wont come

And if you are thinking Hey thats easier in SharePoint Online, theres no event logs to worry about – think again. Here is an example. User calls in stating that they have problems viewing their site on their phone. So you need to find out the kind of phone they are using, what the mobile settings are, whether the site settings for mobility have been applied and to ensure that all the services they use whilst in the SharePoint site are also accessible. The issue about the SharePoint Administrator simply looking at SharePoint is gone. Therefore, looking for the inspirational flashes would become more difficult.

Another example, starring the SharePoint Information Worker:

You have joined an organization who has adopted SharePoint. You have been told to use a SharePoint site so you can store your work content in. After accessing your site for the first time you are daunted by the options there. Site Actions? Whats that? Whats the Breadcrumb Trail? Someone said to get to the Projects Document Library by looking in the Quick Launch Bar Whats that and where is that? In fact, whats a Document Library? Faced with these bewildering features and options, and faced with having to just read a book to try to understand what they all mean, you decide to use e-mail.

One more example, this time to the experienced SharePoint Worker – typically called a Poweruser:

Yes, you may be one of them. You are a person who is comfortable with SharePoint, because SharePoint does what you want it to. You are aware of the relevant functions in SharePoint that makes you productive, but want to learn more.

So where do you go to get the answers you need?

We are already in the world where we have our intelligent agents (known to previous tech generations as a genie or guardian angel) can be summoned using good ole Google, to hunt down that famous and grail-like Blog, TechNet article, Google Answers, Yahoo Answers ad-infinitum. However, as we all know life as a SharePoint Admin, Developer or Architect doesnt necessarily mean you find the information you want first time! Sometime, hunting down the right answer is like looking for a needle in a stack of needles! For example, in the above example concerning Office365 and setting a mobile to view a site eventually took me to this article:

In truth, there is not yet that silver bullet in training where, at a click of a button, or using some kind of Star Trek like speaking into your computer response to answer your SharePoint queries. The Hey; computer tell me how to setup Kerberos on SharePoint, or show me what the version history is on my documents is just not there – yet…

So, perhaps some good old fashioned training is better than nothing. To a lot of people, especially developers in SharePoint Ive seen, training is the T word, and almost an admission of defeat.

However, as Ill describe in this article, there are many ways SharePoint training can be delivered through the written and spoken word, on the desktop as well as the classroom. Most which are inexpensive and above all, interesting and fun.

Also, lots of SharePoint tools are available that go some way towards realising the equivalent of the genie in the bottle

1 A potted theory of learning 2

2 Self Paced Training 3

7 A Model Student 7

A potted theory of learning

Just in case youve never considered how or why youve ever learned anything from being able to read this article to driving a car, lets go back to basics.

The Competency Ladder.

If you view learning primarily as a damage limitation process whilst trying to acquire competency in SharePoint, the following series of stages can be applied to most situations:

Stage 1: Unconscious incompetence Making large amounts of mistakes.

Stage 2: Conscious incompetence I see and admit to myself and others Im making mistakes.

Stage 3: Conscious competence I am learning new concepts and skills, my error rate is decreasing (normally in a non-linear fashion :)).

Stage 4: Unconscious competence or what was all the fuss about?

Now, this four stage cycle is sometimes referred to as the Competency Model for (hopefully) obvious reasons. Where do you think you are on this model? If you are implementing SharePoint, where do you think those about to use SharePoint would be?

Additionally, the competency model really does come into its own when considering your role in SharePoint. Lets take the SharePoint Administrator situation again. If the SharePoint Administrator is at Stage 1, then making mission critical mistakes could result in damage to the relevant SharePoint environment. For SharePoint Information workers, making many mistakes could result in a loss of productivity and confidence in using SharePoint. Both of course could also result in the company loosing money.

In order to move up the competency ladder, we tend to accept that Stages 1 and 2 shouldnt last for too long at all, and that Stage 3 is worth investing time and money in training. However, learning is never a Stage 1 to 4 kind of deal. Its a loop as we consider new areas of SharePoint to learn; and; we ensure there are tools available to mitigate Stage 1 and 2 (for example, getting a SharePoint test site to play in).

Training = competency = Training.

So, it is very important to consider that training surrounds the level of competency one has relevant to the tasks they have to perform. Consider the common activity of learning to drive a car. Think of all the would-be Michael Schumachers in cars displaying L plates, their terrified parents, and the huge number of driving schools that make a multi-billion pound business from the accepted norm of the need for formal training.

The other accepted of mission critical competency is that we need to prove Stage 4 has been reached (hence the driving test) and achieve recognition and certification (the driving license). This certification then allows us to perform various other job roles and for some people it acts as a pre-requisite qualification to apply for a further specialist training, such as the Heavy Goods Vehicle (HGV) License.

The final point to note is the model of cyclical, that is, the tendency is for skills needing to be renewed or modified over time. This is not just because familiarity breeds contempt, but for the environment in which the original skill set was valid has probably changed. Consider the continued debates about including motorway driving as part of the standard test?

The amount of training you think you need is based on the amount of knowledge to cover your mission critical needs. What I mean by mission critical needs are the basic skills needed to ensure that what you do is carried out to the satisfaction of your peers, makes you productive and meets / enhances the profile of yourself and the organisation you work for.

So, do you identify your mission critical training needs? If you dont, consider that if crashing your car is obviously a bad thing, then as a SharePoint Administrator isnt regularly crashing your SharePoint environment equally unacceptable?

If the answer is yes then doesnt that mean from the outset, without admitting defeat, that some investment in training is justified?

Even if you answer no, implying your using SharePoint as a hobby, not as a means to make a living, would not investing in training help you achieve more satisfaction and avoid some sleepless nights in the process?

Specialist Learning and Exams.

There are some specialist areas of SharePoint where training is very important. SharePoint web development, administration or architecture involves diverse skill sets and key underpinning knowledge of SharePoint. To ensure competency for those roles can be measured there are recognised Microsoft Certification sets (for example; MCTS for 2007, MCITP for 2010, MCSA for Office365, and MCSE for SharePoint 2013). These cover the technical side of SharePoint, namely in application development and configuration in SharePoint.

This is seen as effectively a version of the driving test for those engaged in the technical side of SharePoint.

However, SharePoint is not simply seen as a technical toy! The SharePoint Information Worker is definitely included in terms of competency measurement. When Office 2010 was released, SharePoint became more tightly integrated with Office, and that provided MOS for SharePoint. MOS stands for MOS (Microsoft Office Specialist). The reach of this certification is even greater since it extends to the user of Office of which SharePoint is a partner. Microsoft certification exams are now also aimed at those using SharePoint from an end-users perspective.

People take it as faith that when somebody goes for SharePoint training, they will return wiser and better for the experience. In most cases, they may see a gain in productivity, but whether they failed to learn to their full potential because the course was too easy or too advanced is normally impossible to judge unless some kind of pre-requisite test is available.

Self Paced Training

Given the intangible nature of traditional training benefits, there is a natural appeal to invest in tangible training products, as well as the additional benefits that self-paced training brings savings in travel and accommodation costs, consistency of delivery, reusability and so on.

Generally, self-paced training always begins with the humble book, yes, in the beginning was the word. The book is the original self-paced training package, and still provides the low-cost learning option, and may be sufficient if your learning requirements are modest or you have no time pressures.

Dividing this into three camps, end user, administration and development, development is more a practical skill. In this respect, books that include the opportunity for hands-on are a more useful choice. In the early days, this included the good ole CDrom at the back of the book (and in some amazing examples, USB sticks!), and snippets of information that could be entered. Whilst this also occurs for SharePoint Administrators, the format is different.

For instance, programming related books would contain many worked through examples of code ready used. Administrator books would include scripts and maybe code blocks to apply to SharePoint site collections and servers. End user books would include practice files to apply as you followed guides in the book.

Nowadays though, virtually all SharePoint books now come as e-Books making that kind of information easier to get to. So has the eBook fully replaced the book? An interesting argument. In chatting to a SharePoint Architect the other day, they indicated that having an e-book cluttered the desktop, as opposed to having the book opened so they could work through a problem and fully understand how to do something without having to swop between screens. In other cases, people have found the eBook easier because of its portability, and additionally because its easier to copy a script from an eBook than having to rekey all of it or having to access a CDrom, or USB Stick, or Network Share, or OneDrive to get to the information.

The key here though is to understand that self-paced training is based on the resources that you use. E-Books and Books are not the only resources available. There are online resources as well from sites providing blocks of information related to a particular aspect of SharePoint, to those other which cover entire courses and include check exams at the end.

Computer Based Training

CBT (Computer Based Training) is one of those touchstones (like AI) that promises much but often disappoints corporates in millions invest in CBT projects unfortunately, this often results in delivering too little, too late.

Part of the problem was the need for high cost specialist software and/or lack of mainstream, high level authoring tools and the special skills required to create the relevant packages.

Another problem is the amount of overhead administration given that the CBT would most likely record results of the student and these would need to be audited and managed to gauge user productivity and usability of the product.

That said, there is a mass of computer based training for SharePoint; the only thing that needs to be done is to define the scope of training that needs to be provided at either end user, developer, administrator and then to provide that. To do that takes time simply because of the need to factor SharePoint training with desktop software training e. g. Microsoft Office Suite.

For example, there is VLE (Virtual Learning Environment) type training available or even build you own like the SharePoint Learning Kit (this was firstly provided in SharePoint 2007, then arrived on Codeplex for SharePoint 2010 and has been released for SharePoint 2013). Theres Open Learning courses on all things SharePoint at the Microsoft Learning Centre. Theres video clips relevant to carrying out popular tasks and also explaining SharePoint concepts on Youtube, You can also get FAQ and Question and Answer support at Technet (SharePoint Forums).

Additionally, you can also use SharePoint itself to host your very own training centre, because SharePoint has the ability to store and playback images, Flash Hypermedia, so hours of audio-visual tuition could be created by you (a simple web cam and some video editing software will do). This has been done to great effect by SharePoint uber admins out there, some making these learning centres called How Do I( as part of a home for SharePoint in their organisation (like a One Stop Shop ).

However, the sign of a good quality CBT is the inclusion of challenge testing so that students can quickly opt out of a section of check understanding plus animated expert solutions and demonstrations to help in those difficult moments. If the product behaves like a linear book with nothing more than electronic page turning, what value does it add over a paper based book?

CBT has come a long way from the earlier days of SharePoint.

For SharePoint 2007, there is a Learning package available for SharePoint which will enable users to actively learn how to use SharePoint and their learning is tracked; its on this link:

For SharePoint 2010, the Productivity Hub is targeted at those who need to quickly setup a central location for a knowledge base on SharePoint, Word, Lync and more.

Its a downloadable product that can be further customised. Additional modules can be added that meet business requirements.

For SharePoint 2013, there is a SharePoint Learning Kit available download in Codeplex. This is a e-learning delivery and tracking application, built as a SharePoint solution, and amongst other things allows assignment, tracking and grading of e-learning and non-e-learning content.

There are also other CBTs; that could be provided, but you need to pay for them – again, you need to carry out appraisals to identify which best fits the requirement. An example is OnTidWit (which provides a learning platform of collected resources which can be selected) – see sharepointgeoff. ontidwit for an example.

Support Resources

Strictly speaking, Support Resources are not training tools, but are part of the renewal process once Stage 4 (unconscious competence) has been reached, providing on the job information at your fingertips. The most basic form is the electronic manual with a search and retrieval engine, with linked hypertext, a memory of topics visited, suggested related topics and the ability to copy and paste code and scripts for SharePoint.

Microsoft Press now has a good collection of SharePoint books located on this link:

There is the Support Office site which in particular provides information about SharePoint Online – in particular describing the major feature areas:

The Office365 Learning Centre for Business and Education is also an extremely useful resource. This resource helps when providing a SharePoint service – the Discover SharePoint section advises users how to start using a team site, controlling access, customising navigation and many more topics. Additionally, there links to training resources. Check this one out for example, the Organize files in your SharePoint libraries training course.

Additionally, there are a vast list of online resources, like Technet, WSSDemo, EndSharePoint and many others. Again, with all of this information available the issue is the same as having someone ask for a SharePoint site but doesnt know what to put in it meaning, what do I need, where do I need it, how will I record it, how will I retrieve it.

Increasingly, there are a number of online providers now pushing Knowledge Bases on SharePoint. Slowly, these are becoming more structured and standardised into their own lands of expertise.

This I think is a good thing. Someone once said to me Im going to provide a central blog on the Internet that will provide information on everything to do with SharePoint. I said Wow Thats going to either take a long time or you will need a hell of a lot of help (thinking of it at the time I was being diplomatic its impossible to provide let along support that resource unless you know everything there is to know about SharePoint and have a huge amount of time to gathering and maintaining that resource).

Note that whilst I call these support resources they are definitely not designed to simply be a replacement for your SharePoint company support resource. Information provides on these resources should be tested in your own test environments and validated before putting them into your production environment.

Learning Centres

In SharePoint land, in fact, probably with any kind of development, workers find that the normal workplace is not suitable for self-paced learning. They are subject to many interruptions and cannot dedicate the time needed to learn or develop.

Self-Paced products can form the core of a facilitated Learning Centre. That Learning Centre concept uses training technology to help people learn and become more effective. It does this by recording their activities; how long they are working through a topic and pointers as to where they may get further information concerning an aspect of SharePoint.

Microsoft provides a Learning Centre which displays end user courses, and provides material that should be used when the user wishes to engage in Microsoft Certifications. For SharePoint and Office365, there are specific areas of interest covering End Users, IT Pros and Developers. SharePoint has its own learning segment which includes over 10 separated courses which have been rated.

Microsoft also provides a Certification Roadmap which shows the popular Skills and Certification Roadmap to reflect the latest skills development and certification information, including the new Devices MCSE, Azure exams and exam electives. For a one-stop source for certification pathways, download the roadmap. When looking at the Roadmap, it is interesting to see how SharePoint certification has changed over the ages. The clearer distinction in the fact of simply taking a non-compulsory training course grants an MTA (Microsoft Technology Associate). Also the MCSA Office365 and MCSE SharePoint 2013 are closer together.

What resources are there to help people with taking technical exams?

MeasureUp provides material in the form of test questions to allow individuals to prepare for product certification.

Certiport provides end user certification and provides the MOS (Microsoft Office Specialist) certification tracks for Microsoft Office which includes SharePoint.

These are just the ones I am aware of but there will undoubtedly be others. How valid they are depends on the strategy you adopt for yourself and others, especially if you are setting out a strategy for SharePoint training in the organisation.

The Human Touch

Whilst self-paced courses can provide the majority of training needed, do not forget the value human experience can bring. A hybrid approach is to attend scheduled events where an experienced trainer is available to provide assistance and advice as the student progresses through a self-paced programme. The student also gains from meeting other SharePoint developers, administrators, architects, program managers, exchanging ideas and attending optional break-out sessions on additional topics given by the class leader.

Certain technologies may be best covered by traditional means involving lectures and presentations. Some of these may include:

Microsoft Seminars and Conferences. These are very useful since they bring additional training sessions and normally rolled into the cost. Additionally good to meet with other SharePoint peeps, learn best practices and find out how others are using SharePoint. These are regional and there are many of these. A search on google gave this:

SharePoint User Groups.

There are so many benefits to belonging to a SharePoint user group. You can learn about SharePoint related events applicable to your user group when they become available. You can find out how your peers are solving problems and even sharpen your leadership and managerial skills by serving as a user group manager. The reason why user groups appear as a human touch is because social events usually evolve around them. User groups, whilst revolving around a bulletin board or forum, are regional / local so getting to see faces is definitely an option. This is very useful since it increases your social network and allows you to focus your training resources. Dont get me wrong, forums are great SharePoint Technet forum is really good, but to expand your social network theres nothing like a user group where you can put blogs and articles to faces.

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Presentation Summary : Ian Mitchell FNZCS ITCP April 2010 Whitireia Polytechnic * ITIL V3 ITIL was originally developed by a department of the UK government It is now owned by the Office of.

Source : aboutit. co. nz/Top100/ITIL_Service_Strategy[689kb].ppt

ITIL Foundation - SharePoint, Windows 7, Excel, Office 2010. PPT" href="..//ITIL-Foundation--SharePoint-Windows-7-Excel-Office-2010------PPT. html"> ITIL Foundation - SharePoint, Windows 7, Excel, Office 2010. PPT

Presentation Summary : Course Design. Coverage of the Service Lifecycle strategy within ITIL . Lecture. Case Study. Practice Exams. Foundation Certification Exam (Optional) Introduction

Source : learnit/files/Tom%20Vorves/ITIL%20Class%20Files/ITIL%20Foundation_Slide%20Deck. pptx

ITIL Management Overview - UCISA Universities and Colleges. PPT" href="..//ITIL-Management-Overview--UCISA-Universities-and-Colleges------PPT. html"> ITIL Management Overview - UCISA Universities and Colleges. PPT

Presentation Summary : Slide * * Service Strategy offers a view of ITIL that aligns business and IT so that each brings out the best in the other. It ensures that every stage of the service .

Source : ucisa. ac. uk/

/media/Files/members/activities/ITIL/Overview/ITIL%20Management%20Overview%20ppt. ashx

Agenda - Harvard University Information Technology PPT

Presentation Summary : What is ITIL . Information Technology Infrastructure Library . Set of 5 books. Each book is a stagein the Service Lifecycle. Internationally adopted frameworkfor.

Source : huit. harvard. edu/files/huit/files/service_owner_session_may_17_v1.0_0.pptx

ITILv3 Introduction and Overview - University of Oxford PPT

Presentation Summary : . for the Session What is ITIL . What about v3? Key Concepts Service Management Delivery. stages fit together Service Strategy Service Strategy has.

Source : users. ox. ac. uk/

tony/itilv3.ppt

ITIL as a Standard for Service Process Management PPT" href="..//ITIL-as-a-Standard-for-Service-Process-Management--PPT. html"> ITIL as a Standard for Service Process Management PPT

Presentation Summary : ITIL as a Standard for Service Process Management Tavipark Sreesurichan What is ITIL . Stands for “ Information Technology Infrastructure Library ” Is widely.

Source : gunston. gmu. edu/ecommerce/mba731/presentation/ITIL%20Presentation. ppt

ITIL ® V3 Foundation - CRIF Activities Blog PPT" href="..//ITIL-V3-Foundation--CRIF-Activities-Blog--PPT. html"> ITIL ® V3 Foundation - CRIF Activities Blog PPT

Presentation Summary : What is ITIL . IT Infrastructure Library ( ITIL ): ITIL is a public framework that describes Best Practice guidance for IT service management. a lifecycle that addresses.

Source : crifkacst. files. wordpress/2012/02/itilc2ae-v3-foundation. pptx

ITIL v3 Overview - Ivailo Chakarov - Resources PPT" href="..//ITIL-v3-Overview--Ivailo-Chakarov-Resources--PPT. html"> ITIL v3 Overview - Ivailo Chakarov - Resources PPT

Presentation Summary : ITIL v3 Overview Rob Goodwin-Davey The ITIL Framework Key ITIL Principles IT Services are aligned to the customers needs Dynamic Lifecycle approach to service .

Source : chakarov/powerpoints/itilv3overview. ppt

Service Management PPT" href="..//IT-Service-Management--PPT. html"> IT Service Management PPT

Presentation Summary : ITIL Recap. What is IT Service Management. Strategy Management for IT Services . Demand Management remains a process as part of Service Strategy .

Source : acominfo/webinars/slides/ITIL%20in%20a%20Nutshell-V3%20vs%202011%20-%20Whats%20New. pptx

ITIL in Higher Education - EDUCAUSE Homepage | EDUCAUSE. edu PPT" href="..//ITIL-in-Higher-Education--EDUCAUSE-Homepage--EDUCAUSE-edu--PPT. html"> ITIL in Higher Education - EDUCAUSE Homepage | EDUCAUSE. edu PPT

Presentation Summary : Understanding and Applying ITIL in Higher Education Bill Cunningham Associate Director, Process Operations Yale University Yale ITS - Process Operations 5/18/2008 v1.

Source : net. educause. edu/ir/library/powerpoint/ENT08025.pps

Service Management ( ITIL Framework) - Patrick Prawira PPT" href="..//IT-Service-Management-ITIL-Framework--Patrick-Prawira--PPT. html"> IT Service Management ( ITIL Framework) - Patrick Prawira PPT

Presentation Summary : Apaitu IT Service Management (ITSM) Apaitu IT Infrastructure Library ( ITIL ) Apaitu Service Value. Service Strategy . Design, Transition Operation dari ITIL

Source : patrickprawira. blog. binusian/files/2014/04/IT-Service-Management. pptx

ITIL . What is it? Why you should use it? How to use it? PPT" href="..//ITIL-What-is-it-Why-you-should-use-it-How-to-use-it--PPT. html"> ITIL . What is it? Why you should use it? How to use it? PPT

Presentation Summary : ITIL . What is it? Why you should use it? How to use it? Tampa Bay Technology Leadership Association August 9, 2007 T. C. Kaiser Senior Customer Solution Architect

Source : tbtla/docs/TBTLA082007.ppt

ITIL - faculty. bus. oregonstate. edu - / PPT" href="..//ITIL--faculty-bus-oregonstate-edu----PPT. html"> ITIL - faculty. bus. oregonstate. edu - / PPT

Presentation Summary : Agenda Key Concepts ITIL Framework ITIL Service Delivery. Information Technology Infrastructure Library A. the development of a vision and strategy .

Source : faculty. bus. oregonstate. edu/coakley/OEMBA_Web/classnotes/GALIP_ITIL_13.ppt

ITIL Service Management. PPT" href="..//Presentation-The-Evolution-of-ITIL-Service-Management------PPT. html"> Presentation 'The Evolution of ITIL Service Management. PPT

Presentation Summary : The evolution of ITIL ® Service Management. service virtualisation Convergence of strategy . governance and management Compliance and control Complexity of.

Source : best-management-practice/gempdf/Jane_Clark_Evolution_ITIL_Service_Management_Presentation_Sept07.ppt

ITIL V3 Perspectives - ITIL Blog - Featuring ITIL Training. PPT" href="..//ITIL-V3-Perspectives--ITIL-Blog--Featuring-ITIL-Training------PPT. html"> ITIL V3 Perspectives - ITIL Blog - Featuring ITIL Training. PPT

Presentation Summary : The IT Service Blog Presents ITIL Version 3 Perspectives TM Note: This Presentation Material is based on the thoughts and observations of the IT Service Blog and is.

Source : itservicetoday. blogs/itil/files/ITIL-Version-3-Perspectives. ppt

ITIL? Fall 2012 PPT" href="..//What-is-ITILFall-2012--PPT. html"> What is ITIL? Fall 2012 PPT

Presentation Summary : ITIL Lifecycle. Lifecycle of a service . from ‘cradle’ to ‘grave’ Stages (each stage includes multiple processes): Service strategy . Service gets approved

Source : strobe. uwaterloo. ca/watitis/resources/2012/Intro-to-ITIL-WatITis2012.pptx

Presentation Summary : Introduction / ITIL v.3 Fundamentals of service strategy Basic concepts of service strategy Processes and roles established by service strategy Example of a.

Source : web. tuke. sk/fei-cit/sarnovsky/RIP/prednasky/RIP-EN-pr_04-ServiceStrategy. ppt

ITIL V3 A Quick Overview - Including 2011 Updates PPT" href="..//ITIL-V3-A-Quick-Overview-Including-2011-Updates--PPT. html"> ITIL V3 A Quick Overview - Including 2011 Updates PPT

Presentation Summary : Changes Updates – ITIL Version 3- 2011. Service Strategy Management and Business Relationship Management added to the Service Strategy module.

Source : madhavavermadantuluri. files. wordpress/2014/02/itil-overview. pptx

Service Management (ITSM) Essentials - Clemson University PPT" href="..//IT-Service-Management-ITSM-Essentials--Clemson-University--PPT. html"> IT Service Management (ITSM) Essentials - Clemson University PPT

Presentation Summary : ITIL Foundation IT Service Management (ITSM) Essentials March 9 – 14, 2007 touches us all as well as all areas of the organization. “How does Service Management.

Source : clemson. edu/ccit/help_support/service_mgt/media/powerpoint/ITSMFoundationTrainingv3.ppt

ITIL and the Cloud PPT" href="..//ITIL-and-the-Cloud--PPT. html"> ITIL and the Cloud PPT

Presentation Summary : ITIL v2 concentrated on Service Support and Service Deliver. This is just one strategy to enable organizations to master the new wave of mobile support.

Source : sachdi/wp-content/uploads/2011/06/Cloud-computing-and-self-service-Are-they-the-way-ahead. pptx

ITIL Fundamentals June 12, 2008 PMI-SVC Presentation PPT" href="..//ITIL-Fundamentals-June-12-2008-PMISVC-Presentation--PPT. html"> ITIL Fundamentals June 12, 2008 PMI-SVC Presentation PPT

Presentation Summary : ITIL Fundamentals June 12, 2008 PMI-SVC Presentation Robert Trott Project Management Technology Consulting ITSMI This information comes from the IT Service Management.

Source : greycanyon/pmi/sites/default/files/ITIL%20Fundamentals%20Presentation%2020080612.ppt

ITIL Service Operation - AboutIT - Home PPT" href="..//ITIL-Service-Operation--AboutIT--Home--PPT. html"> ITIL Service Operation - AboutIT - Home PPT

Presentation Summary : Ian Mitchell FNZCS ITCP May 2010 * Whitireia Polytechnic Service Operation Is where the value is delivered to the customer and the strategy of the organisation is.

Source : aboutit. co. nz/Top100/ITIL_Service_Operation[998kb].ppt

Presentation Summary : Service Design – Section 4.3. Capacity. Business Strategy . Business Processes. Demand. Supply. Capacity Management is a balancing act. Ensure that the available.

Source : hci-itil/ITIL_v3/videos/presentations/capacity_mgmt. ppsx