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SharePoint 2013 Site Owner and Power User Boot Camp



A three-day course for SharePoint 2013 End Users, Power Users, Site Owners, Site Collection Administrators, Content Owners, Information Managers, Project Managers, Team Leads and Collaboration Specialists.

Users that have some basic knowledge of navigating a SharePoint site will find this class the perfect class for learning and building on advanced SharePoint topics required by teams that want to get the full benefit of the powerful tools available in SharePoint 2013.


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Class Description

Users that have some basic knowledge of navigating a SharePoint site will find this class the perfect class for learning and building on advanced SharePoint topics required by teams that want to get the full benefit of the powerful tools available in SharePoint 2013. The class begins by teaching the student the first things they need to know about SharePoint. The student will learn what SharePoint is, how companies are using SharePoint, the business value of SharePoint, and a full understanding of using a SharePoint Site to realize the full scope of SharePoint tools to improve how the business communicates. Students will walk away knowing how to use the out-of-the-box Apps in SharePoint 2013 including Lists and Libraries and the advanced features available for information classification and management. The importance of the social features for making data more findable will be explored. How search is affected by user interaction via Tagging and Following will be explained clearly to you. Students will learn how Search is used to find information. This class teaches a great deal of “What You Don’t Know That You Don’t Know”.

The class continues by discussing SharePoint architecture and design as it relates to the common user role. While the Farm Admin and SQL DBA understand the architecture at a much more complex level, it is still important for the user roles to understand the architecture in order to build and manage sites and the information contained within those sites. As part of SharePoint architecture, the student must also fully understand how Access Control works in SharePoint by learning how to manage Groups, Users, and Permission Levels as well as permission Inheritance. These topics are covered in detail with an emphasis on the new Sharing tools in SharePoint 2013.

This class goes into detail on how to use the most common Lists and Libraries as well as how to build Lists and Libraries that are specific to how the business operates. Students will learn how to navigate a SharePoint site, how to work with data in Lists and how to use Libraries to store and collaborate on documents. As an organization creates new Lists to manage business processes, the student will be able to immediately use those new custom lists. Once a solid understanding of the basics is covered, more advanced topics addressed directly to those SharePoint user roles that own and manage the content will be covered. Because this course is a deep-dive into advanced concepts, the student will not only understand how to configure and build Lists and Libraries, but how to do so to address the bigger picture of being able to find valuable information across the enterprise. All topics in this class are covered from the viewpoint of those that want to fully realize the complex information management available within SharePoint.

The class also includes content, lecture and lab exercises on Enterprise Content Management and the importance of “Putability and Findability”. The old saying “garbage in garbage out” is still very applicable to SharePoint data. The student will learn the importance of getting data into SharePoint so that it becomes findable through Search, Business Intelligence and Reporting.

SharePoint 2013 is very tightly integrated with the Office Suite of products. Together the Office tools and SharePoint deliver the most comprehensive and productive collaboration tool for the enterprise on the market today. A deep discussion on how to integrate SharePoint data with the Office tools will help the student pull together all of the tools to deliver the Insights they need to make critical business decisions.

A deep-dive and exciting journey into all of the often underused collaboration tools will be next. The class will cover all of the new enterprise social tools like the Newsfeed and Communities as well as some of the older tools like Surveys, Wikis, Blogs, and Discussions. Because most people don’t understand that these tools are critical to making Search effective in SharePoint, the class will explain how all of these tools integrate and work together to delivery accurate and relevant search results.

Once a student fully understands the basic and advanced features and tools they will finally learn how to build a SharePoint Site that delivers valuable and tailored content to the team. The student will learn how to create and manage site pages with relevant content that brings teams together and drives engagement.

This class is one-of-a-kind for the SharePoint User community, which makes up about 95% of the SharePoint roles being played across corporations worldwide.

SharePoint-InstituteThe SharePoint Institute is an organization dedicated to the advancement of SharePoint professionals through real-world business application certificates. This course has been reviewed and approved by the SharePoint Institute as an approved training course for the SharePoint Power User and Site Owner Certificate, the first industry certificate specifically for SharePoint users. Attendees will have the opportunity to take the SharePoint Power User Assessment at the end of class and must score at least 80% to earn the certificate. However, the exam is not required for completion of ASPE’s training course.

What you will learn:

  • The Value of SharePoint and how to tie it to the Corporate Vision
  • Using Lists to create, edit and delete team information such as Tasks and Calendars
  • The importance of Enterprise Content Management and how it empowers Search
  • How to use Views to create reports to find the information you are looking for
  • Architecting Libraries to work on documents with your team more efficiently and how to manage information lifecycle with version control
  • How to classify and categorize your documents
  • How to use Tagging and Following to make information more findable.
  • Using the Newsfeed to brainstorm, discuss and ideate with your team members
  • What a Community is, how to become a member and how to bring value to your team by driving engagement
  • How to create rich and informative Team Site portals by creating pages and utilizing the SharePoint Web Parts
  • How to use the OOTB Workflows as well as how to build Custom Workflow using SharePoint Designer

Top Reasons to Take This SharePoint 2013 Training Course:

  • Learn What SharePoint is and how businesses are improving productivity and information management with SharePoint 2013
  • Realize the value of SharePoint to your business and how it is tied to Vision
  • Introduce you to SharePoint 2013 and the interface as well as new features
  • Understand the SharePoint architecture and hierarchy and how to use these to build powerful SharePoint Team Sites
  • Learn how Lists and Libraries are used to track business process data and how to build these to support management of business processes
  • Fully understand Enterprise Content Management and how to use SharePoint to guarantee your corporate information is useable and findable
  • Understand the social features for tracking data and making data more discoverable as well as how to drive team engagement with the new Communities feature
  • Learn how to use the out-of-the-box Workflow system to automate business processes as well as how to use SharePoint Designer to start building custom workflows

Course Outline – The Ultimate SharePoint Training Course

1. Introduction to SharePoint 2013
1.What is SharePoint?
•What is “this” SharePoint everyone is talking about?
•Evolution of SharePoint – Where did it come from?
•Business Case for SharePoint
•SharePoint as a tool in support of your Enterprise Vision
•Driving SharePoint from the Top Down
•Using SharePoint to enable Team Collaboration and Drive Engagement
•Understanding and Defining SharePoint Roles
2.The Five Pillars of SharePoint – Breaking down what SharePoint can do for you

2. SharePoint Architecture for the Users
1.Web Application
2.Site Collection
•Sites with common tools and features
•Top Level Site
4.Site Components
•Child Sites
•Look and Feel

3. Navigating SharePoint Sites
1.Tour of a Project Site
2.Site Components
•Suite Bar
•Top Link Navigation
•Quick Launch
•Tabs and Ribbons
•Share, Follow, Sync, Edit, Focus on Content
•Settings (Site Actions)
•Site Contents
•Recycle Bin
•Site Content Area
•Understanding URL’s and how to use them to Navigate
•IE Favorites
•List and Library Examples

4. Working with Sites
1.Definition of a Site – Why do we create new Sites?
2.Site Components revisited
3.Site Templates explained
4.Site Settings and Features
5.Creating Sites
•Initial Settings: Title, URL, Template and default Permissions and Navigation
•Default layout based on template selection
•Editing Navigation: Top Link bar and Quick Launch
•Site Settings
•Tree View

LAB 1: Creating a Site Structure – Training Center Example
•Create a Site Collection Top Level Site
•Default Groups and Permissions
•Settings and Features
•Create a Child Site – SharePoint Training
•Simple site branding: Title, Logo, Composed Looks

5. SharePoint Lists
1.What are Lists
2.Using Lists to manage business processes
3.List Architecture
•Content Types – Items
•Importance of Metadata – Never too much!
•Columns/Fields Types
4.Available List Apps
5.Creating Apps using List templates
•Creating common Lists from templates
•Building a Custom List
•Importing from Excel
6.Exploring the List toolbars
7.Working with List data
•Creating, Modifying, and Deleting Items
•Using the different View Formats for working with items
8.Using basic reporting functions: sort and filter
9.Working with the Tasks List App
•Parent/Child Tasks
•Using the Timeline
•Using the different Views
10.Advanced List Topics
•Validating a List Column
•Advanced Settings
•Deleting Lists
•Saving as a Template
•Enterprise Keywords
•Using Alerts
11.Working with Views
•Exploring existing Views
•Creating a new View
12.Class Activity: Architecting a “Class Roster”
•Explain Business Requirements
•Architect the List
•Metadata requirements
•View/Report requirements
•Build the List
•Students interact with List
•Create View
•Test View

LAB 2: Working with Lists in the SharePoint Training Site
•Create Lists in the SharePoint Training Site
•“Training” Tasks
•“Training” Calendar
•“Instructor Availability” Calendar
•Custom “Classes” List

6. SharePoint Libraries
1.What are Libraries?
2.Using Libraries to manage document information lifecycle in the Enterprise
3.Library Architecture
•Content Types – Documents
•Importance of Metadata
•Folders vs Metadata
•Columns/Fields Types
4.Available Library Apps
5.Creating Apps using Library templates
•Creating a Document Library
•Creating a Picture Library
6.Exploring the Library toolbars
7.Working with documents
•Adding content to a document library with no required metadata
•New Document
•Saving documents from Office
•Upload Document
•Windows Explorer
•Adding content to a document library with required metadata
•New Document
•Saving documents from Office
•Upload Document
•Windows Explorer
•Document control using Check In/Check Out
•Using basic reporting functions: sort and filter
•Using Version Control
•Major Versions
•Major and Minor Versions
•Content Approval
8.Advanced Library Topics
•Validating a List Column
•Advanced Settings
•Deleting a Library
•Saving as a Template (with content)
9.Working with Views
•Exploring existing Views
•Creating a new View
10.Class Activity: Architecting a “Client Records” Library
•Explain Business Requirements
•Architect the Library
•Metadata requirements
•View/Report requirements
•Build the Library
•Upload documents to the Library
•Create View
•Test View

LAB 3: Working with Libraries in the SharePoint Training Site
•Create Libraries in the SharePoint Training Site
•Create a Document Library
•Upload documents and create new documents
•Enable Version Control
•Work with documents with Version Control
•Create a Picture Library
•Upload pictures and work with formats

7. Access Control – Permissions Management
1.Overview of Permissions and Security
•Default Groups
•Creating Groups and managing group membership
•Active Directory Integration
•Using Security Groups for SharePoint access control
4.Permission Levels
5.Roles-based Management
•Groups represent Roles
•Groups are assigned Permission Levels
6.Where Permissions are set
•Site, Lists and Items, Libraries and Documents
8.Using “Sharing” to share information
9.Access Requests
10.Best Practices

LAB 4: Working with permissions and Sharing information
•Creating a Group
•Adding Users to a Group
•Assigning Permission Levels
•Sharing a Site and a Library
•Create and Edit Permission Levels

8. Enterprise Content Management
1.Importance of ECM
2.Content Types
•Site Columns
•Content Types
3.Managed Metadata
4.Document Sets

LAB 5: Working with Content Types
•Creating Site Columns
•Creating Content Types
•Using Managed Metadata
•Creating Document Sets

9. SharePoint 2013 and Office Integration
1.Connecting and Syncing Lists and Libraries to Outlook
2.Project Pro Integration
3.Exporting data to Excel
4.Site Mailboxes

LAB 6: Connecting Lists and Libraries to Outlook
•Syncing the Task List
•Connecting a Calendar
•Connecting Contacts
•Exporting a List to Excel
•Creating a Site Mailbox

10. Business Process Automation using Workflow
1.OOTB Workflow
2.Workflow Settings
3.Workflow administration
4.Custom using SharePoint Designer

LAB 7: Using Workflow
•Creating an Approval Workflow
•Creating a Three-State Workflow
•Creating a Custom Workflow to manage documents

11. Focus on Collaboration Tools to drive engagement
5.About Me

LAB 8: Using the Collaboration Tools
•Creating a Survey
•Creating a Wiki for Procedures Manual
•Creating a Blog
•Creating your “Profile” / About Me
•Using the Newsfeed
•Following Colleagues, documents, and sites
•Creating a SharePoint User Group Community

12. Designing a SharePoint site to drive collaboration
•Page Types
•Choosing the right page type
•Creating Pages
2.Web parts
•What are web parts
•Using the common web parts
•Web part properties
3.Page Design
•Creating pages
•Page layout
•Placing components on your page

LAB 9: Designing your Team Site
•Planning your page
•Creating a new page
•Place components and web parts on the page
•Moving items around on a page
•Best Practices

Who Should Attend

The target audience for this class includes users tasked with driving SharePoint from the day-to-day creation and management of information to driving user adoption and engagement. The audience for this class would be the following SharePoint roles:

•Site Owner
•Content Editor
•Information Manager
•Site Administrator, Site Collection Administrator
•Project Manager
•Team Supervisor
•Any End User who needs a deeper dive into SharePoint 2013

Keep in mind that your organization may have coined its own roles, but these are the commonly used roles within a SharePoint ecosystem. This class is targeted to users as opposed to administrators. The Farm Administrator and SQL DBA roles are not covered in this class.

Additional Info

Class Length

3 Days

Class Locations

Albuquerque NM, Atlanta-Sandy Springs-Gainesville, GA-AL, Austin-Round Rock-San Marcos, TX, Boise City ID, Chicago-Naperville-Michigan City, IL-IN-WI, Dallas-Fort Worth, TX, Denver-Aurora-Boulder, CO, Houston-Baytown-Huntsville, TX, Indianapolis-Anderson-Columbus, IN, Kansas City-Overland Park-Kansas City, MO-KS, Las Vegas-Paradise-Pahrump, NV, Live Virtual Class-Attend from Anywhere, Milwaukee-Racine-Waukesha, WI, Minneapolis-St. Paul-St. Cloud, MN-WI, Nashville-Davidson–Murfreesboro–Columbia, TN, New York-Newark-Bridgeport, NY-NJ-CT-PA, Oklahoma City-Shawnee, OK, Philadelphia-Camden-Vineland, PA-NJ-DE-MD, Phoenix-Mesa AZ, Portland-Salem OR-WA, Raleigh-Durham-Cary, NC, Sacramento–Arden-Arcade–Yuba City, CA-NV, Seattle-Tacoma-Olympia, WA, St. Louis-St. Charles-Farmington, MO-IL, Tampa-St. Petersburg-Clearwater FL, Washington-Baltimore-Northern Virginia, DC-MD-VA-WV

Class Dates

Apr 04, 2016 thru Apr 06, 2016, Apr 11, 2016 thru Apr 13, 2016, Apr 18, 2016 thru Apr 20, 2016, Apr 25, 2016 thru Apr 27, 2016, Aug 15, 2016 thru Aug 17, 2016, Aug 22, 2016 thru Aug 24, 2016, Aug 29, 2016 thru Aug 31, 2016, Dec 05, 2016 thru Dec 07, 2016, Dec 07, 2015 thru Dec 09, 2015, Dec 12, 2016 thru Dec 14, 2016, Dec 14, 2015 thru Dec 16, 2015, Dec 19, 2016 thru Dec 21, 2016, Feb 03, 2016 thru Feb 05, 2016, Feb 08, 2016 thru Feb 10, 2016, Feb 22, 2016 thru Feb 24, 2016, Feb 24, 2016 thru Feb 26, 2016, Jan 11, 2016 thru Jan 13, 2016, Jan 20, 2016 thru Jan 22, 2016, Jan 25, 2016 thru Jan 27, 2016, Jan 27, 2016 thru Jan 29, 2016, Jul 11, 2016 thru Jul 13, 2016, Jul 18, 2016 thru Jul 20, 2016, Jul 25, 2016 thru Jul 27, 2016, Jun 06, 2016 thru Jun 08, 2016, Jun 13, 2016 thru Jun 15, 2016, Jun 20, 2016 thru Jun 22, 2016, Jun 27, 2016 thru Jun 29, 2016, Mar 01, 2016 thru Mar 03, 2016, Mar 14, 2016 thru Mar 16, 2016, Mar 21, 2016 thru Mar 23, 2016, Mar 30, 2016 thru Apr 01, 2016, May 02, 2016 thru May 04, 2016, May 09, 2016 thru May 11, 2016, May 16, 2016 thru May 18, 2016, May 23, 2016 thru May 25, 2016, Nov 07, 2016 thru Nov 09, 2016, Nov 14, 2016 thru Nov 16, 2016, Nov 28, 2016 thru Nov 30, 2016, Oct 03, 2016 thru Oct 05, 2016, Oct 12, 2016 thru Oct 14, 2016, Oct 17, 2016 thru Oct 19, 2016, Oct 24, 2016 thru Oct 26, 2016, Sep 07, 2016 thru Sep 09, 2016, Sep 12, 2016 thru Sep 14, 2016, Sep 19, 2016 thru Sep 21, 2016, Sep 26, 2016 thru Sep 28, 2016

Guarantee & Policies

Course registration info, our commitment to your privacy,

and general terms and conditions


Course registration information:

All courses carry Project Consult’s Guarantee of 100% Satisfaction: 
Project Consults provides an unsurpassed training experience. If for any reason you are not satisfied with the program, simply notify the instructor or registrar of your intent to withdraw from the program prior to the first morning break, turn in your course materials and receive a 100% refund. If at the end of the program day, you are unsatisfied with the program, we will credit your tuition towards a future program of your choice.

Payment Policy:
Payment is required at time of registration. Approved forms of payment include a company purchase order, PayPal, or credit card. We accept Visa, MasterCard, American Express, and Discover.

Courses are available as onsite training: 
All courses are available as onsite training at your location. On-site options can be very cost effective.

Course Hours:
This course begins promptly at 8:30 AM and ends at 4:30 PM, unless otherwise noted on the course page or in email notifications. Please arrive at 8:00 AM on the first morning of class to sign-in and meet your fellow attendees.

Shipping of Course Materials:
In an effort to reduce paper waste, course materials for live-online sessions will be digital. You will recieve information on how to obtain your course materials in your confirmation email.

Substitution & Cancellation Policy: 
If a change needs to be made to your public course registration (cancel, transfer, or substitution) Project Consults must receive written notice via email at If a cancel or transfer request is made less than 15 business days prior to the class start date, payment will still be due, no refunds will be issued and you will be charged a $200 change fee. Your paid tuition will be available for one year to be used as a credit towards another course of equal value; only one reenrollment opportunity is allowed. Failure to attend the course without written notification will result in forfeiture of the full course price. Student substitutions may be made at any time prior to the start of class free of charge. If a student substitution is made for a live, online session and any hard-copy materials have been provided to the initial student, it is the responsibility of the client to pass along those materials to the new attendee. If Project Consults is forced to cancel a course for any reason, liability is limited to the registration fee only. If you have questions or concerns, please contact or call 469-424-1084.

In certain situations, Project Consults may not have the required enrollment to hold a course as scheduled. We do our best to confirm every class, but our main mission is to provide students with the skills and knowledge to have a positive impact on their work performance. Based on this, should there be a cancellation for a class you are enrolled in, Project Consults will proactively automatically enroll you into the next available live, online session of the same course to provide you with the knowledge you originally needed. You will be notified during this process and have the ability to work with an Project Consults representative regarding alternate options if you are unable to attend the new session.

Substitution & Cancellation Policy (PMP Boot Camp): 
If you are unable to attend your scheduled training class, please contact us directly at 469-424-1084. We require a 16 calendar day notice to reschedule or to cancel any registration (and receive refund for payment). Failure to provide the required notification will result in a 100% charge of the course fee. If a student does not attend a scheduled course without prior notification, or contacts us to cancel within the notification window, the student will have the option to pay a $200 reschedule fee to attend one of the live, online sessions of the PMP Boot Camp. Within the notification period, only student substitutions will be permitted.

Hotel Reservations:
Project Consults does not set aside a block of rooms for class participants. If you wish to book a sleeping room please contact Project Consults for the best hotel options or recommendations. For directions to the course location please call Project Consults or you may also contact the training center or hotel directly.


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