Sharepoint Content Control: Types & Templates Training Course

Introduction

Effective management of content types & document templates in SharePoint Online (SPO) is foundational for consistent information governance, streamlined workflows, and enhanced user experience. This essential training course focuses on Managing Content Types & Document Templates in SPO, equipping participants with the methodologies and best practices to design, implement, and maintain structured content environments. You will learn how to define robust content types that capture rich metadata, create intuitive document templates that guide user creation, and ensure standardization across your SharePoint Online ecosystem. Mastering managing content types & document templates in SPO is crucial for improving data quality, enabling efficient search, and maximizing the value of your digital workplace.

This intensive training course delves into the practical application of cutting-edge strategies for optimizing content types & document templates within SharePoint Online. We will explore the principles of information architecture, delve into configuring site columns, understanding content type inheritance, and leveraging the Content Type Hub for centralized management. Participants will gain hands-on experience in creating custom content types, designing reusable document templates, associating templates with content types, and implementing these structures to enforce organizational standards. By the end of this training course, you will possess the expertise to design and manage a highly organized and efficient content type & document template framework within SharePoint Online, empowering users to create consistent, compliant, and searchable information assets.

Target Audience

• SharePoint Administrators
• Content Managers
• Information Architects
• Knowledge Managers
• Business Analysts
• IT Professionals
• Power Users responsible for content management

Course Objectives

• Understand the fundamental concepts of content types and document templates in SharePoint Online.
• Learn the benefits of using content types for information governance and consistency.
• Master the process of creating and configuring custom content types in SPO.
• Develop skills in associating content types with document libraries and lists.
• Understand how to design and manage document templates for various content types.
• Learn about content type inheritance and its role in information architecture.
• Explore the Content Type Hub for centralized management and syndication.
• Master techniques for effective metadata management using site columns within content types.
• Understand how content types enhance search, filtering, and views in SPO.
• Learn strategies for optimizing user experience with streamlined content creation.
• Develop best practices for governance and lifecycle management of content types and templates.
• Explore the integration of content types with other Microsoft 365 services.
• Apply practical techniques to manage content types and document templates in your SPO environment.

Duration

5 Days

Course Content

Module 1: Introduction to Content Types & Document Templates in SPO

• Defining content types and their role in structuring information in SharePoint Online for your module.
• Understanding the purpose and benefits of using document templates with content types.
• Exploring how content types contribute to information governance and compliance.
• Overview of the relationship between content types, site columns, and lists/libraries.
• Setting the stage for building a structured content environment in SPO.

Module 2: Designing Site Columns and Managed Metadata

• Understanding the importance of site columns in capturing consistent metadata for your module.
• Differentiating between column types and their appropriate use cases.
• Leveraging Managed Metadata Service (MMS) for consistent tagging and taxonomy.
• Creating and configuring site columns to meet specific business requirements.
• Best practices for designing a robust metadata strategy for your organization.

Module 3: Creating and Configuring Custom Content Types

• Step-by-step process for creating new content types in SharePoint Online for your module.
• Adding existing or new site columns to a content type.
• Understanding the settings and options available for content type configuration.
• Defining basic workflows and retention policies at the content type level.
• Ensuring content types align with business processes and information requirements.

Module 4: Document Templates and Their Association

• Designing effective document templates using Microsoft Office applications for your module.
• Incorporating place holders, controls, and branding elements into templates.
• Associating document templates with specific content types.
• Understanding how users interact with document templates for new item creation.
• Best practices for versioning and updating document templates.

Module 5: Content Type Inheritance and Hierarchy

• Understanding the concept of content type inheritance and its advantages for your module.
• Designing a logical content type hierarchy for your SharePoint Online environment.
• Leveraging parent-child relationships for efficient management and consistency.
• Understanding how changes to parent content types affect child content types.
• Planning for scalability and future expansion of your content type hierarchy.

Module 6: The Content Type Hub for Centralized Management

• Introduction to the Content Type Hub and its role in large SharePoint Online deployments for your module.
• Publishing and syndicating content types from the Content Type Hub to site collections.
• Managing updates and changes to content types centrally.
• Understanding the synchronization process between the Hub and subscribing site collections.
• Best practices for administering and governing the Content Type Hub.

Module 7: Enhancing User Experience and Search with Content Types

• How content types improve the user experience by guiding content creation for your module.
• Utilizing content types for enhanced filtering, sorting, and creating custom views in libraries.
• Understanding how content types contribute to more accurate and relevant search results.
• Leveraging content type specific search refiners and display templates.
• Streamlining information retrieval and discovery for end-users.

Module 8: Governance and Lifecycle of Content Types

• Developing a governance strategy for the creation, modification, and deprecation of content types for your module.
• Establishing clear roles and responsibilities for content type management.
• Planning for the lifecycle of content types and their associated data.
• Strategies for communicating content type changes and best practices to users.
• Continuous review and optimization of your content type and document template framework.

Training Approach

This course will be delivered by our skilled trainers who have vast knowledge and experience as expert professionals in the fields. The course is taught in English and through a mix of theory, practical activities, group discussion and case studies. Course manuals and additional training materials will be provided to the participants upon completion of the training.

Tailor-Made Course

This course can also be tailor-made to meet organization requirement. For further inquiries, please contact us on: Email: info@skillsforafrica.org, training@skillsforafrica.org  Tel: +254 702 249 449

Training Venue

The training will be held at our Skills for Africa Training Institute Training Centre. We also offer training for a group at requested location all over the world. The course fee covers the course tuition, training materials, two break refreshments, and buffet lunch.

Visa application, travel expenses, airport transfers, dinners, accommodation, insurance, and other personal expenses are catered by the participant

Certification

Participants will be issued with Skills for Africa Training Institute certificate upon completion of this course.

Airport Pickup and Accommodation

Airport pickup and accommodation is arranged upon request. For booking contact our Training Coordinator through Email: info@skillsforafrica.org, training@skillsforafrica.org  Tel: +254 702 249 449

Terms of Payment: Unless otherwise agreed between the two parties’ payment of the course fee should be done 10 working days before commencement of the training.