Drive Team Excellence with SharePoint for Project Management Corporate Training

SharePoint for Project Management is a platform that leverages Microsoft SharePoint's collaborative features to streamline project planning, document management, communication, and task tracking, facilitating efficient project execution and team collaboration within organizations. Using SharePoint to manage projects enhances team productivity, transparency, and outcomes by centralized information, streamlining collaboration, facilitating communication, ensuring document control and compliance, and enabling reporting and analytics. Training in SharePoint for Project Management equips employees with the skills needed to effectively utilize SharePoint's functionalities for optimizing project workflows and enhancing team productivity.

Edstellar's instructor-led SharePoint for Project Management training course offers virtual/onsite training delivery options by industry experts with expertise in the domain. The course delivers theoretical knowledge and practical application, ensuring teams can apply SharePoint functionalities in real-world scenarios. Edstellar's curriculum customization and hands-on sessions led by experts stand out as a premier option for businesses to elevate their project management processes.

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Customized Training Delivery
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Experience Hands-On Learning from Industry Experts
Delivery Capability Across 100+ Countries & 10+ Languages
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Skills Your Employees Will Gain

These are the core, hands-on capabilities your team builds during the program.

  • Document management
    Document Management is the systematic organization, storage, and retrieval of documents. This skill is important for roles in administration, legal, and project management to ensure efficiency, compliance, and easy access to critical information.
  • Task tracking
    Task Tracking is the ability to monitor and manage tasks effectively, ensuring deadlines are met. this skill is important for project managers and team leaders to enhance productivity and accountability.
  • Collaboration
    Collaboration is the ability to work effectively with others to achieve common goals. This skill is important for roles in team-oriented environments, enhancing productivity and innovation.
  • Workflow automation
    Workflow Automation is the use of technology to streamline and automate repetitive tasks, enhancing efficiency. This skill is important for roles in project management and operations, as it reduces errors and saves time.
  • Team communication
    Team Communication is the ability to effectively share information and collaborate with colleagues. This skill is important for roles in project management, ensuring clarity, alignment, and productivity.
  • Permissions management
    Permissions Management is the process of controlling access to resources within an organization. This skill is important for IT security roles to protect sensitive data and ensure compliance.

What Your Team Will Achieve After This Training

  • Apply SharePoint features to streamline project planning and execution, improving overall project efficiency
  • Utilize SharePoint dashboards and reporting tools to analyze project data and make informed decisions, enhancing project oversight
  • Develop customized SharePoint sites tailored to project requirements, optimizing collaboration and document management
  • Employ SharePoint for real-time tracking and monitoring of project progress, enabling proactive problem-solving and decision-making
  • Adapt and customize SharePoint functionalities to meet evolving project needs, ensuring flexibility and scalability in project management approaches

Topics & Program Outline

The curriculum is organized into focused modules built by industry experts and delivered virtually or on-premise. Interactive sessions reflect the evolving demands of the workplace, keeping the learning both relevant and practical.

  1. Fundamentals of project management
    • Introduction to project management principles and methodologies
    • Key concepts such as scope, schedule, budget, and resources
    • Overview of project lifecycle stages from initiation to closure
  2. Background of SharePoint
    • History and evolution of SharePoint 
    • Microsoft's vision and goals for SharePoint development
    • Growth and adoption of SharePoint in various industries and organizations
  3. Definition of PMIS
    • Explanation of Project Management Information System (PMIS) and its role in project management
    • Components of a PMIS 
  4. Why is SharePoint useful?
    • Overview of SharePoint's features and capabilities for project management
    • Benefits of using SharePoint for collaboration, document management, and task tracking
  5. What are SharePoint's collaboration features?
    • Overview of SharePoint's collaboration tools, such as document libraries, lists, and workflows
    • Integration with Microsoft Teams, Outlook, and other Office 365 applications for seamless collaboration
  6. Pros and cons of using SharePoint
    • Analysis of the advantages and disadvantages of using SharePoint for project management
    • Benefits and challenges of using SharePoint
  7. SharePoint requirements
    • Hardware and software requirements for deploying SharePoint in an organization
    • Licensing options and editions available for SharePoint deployment
    • Considerations for infrastructure setup, security, and compliance
  8. Deciding to Use a PMIS
    • Factors to consider when deciding whether to implement a PMIS using SharePoint
    • Evaluation of organizational needs, project requirements, and available resources
    • Benefits of using a PMIS for project governance, communication, and collaboration
  1. Creating the SharePoint PMIS
    • Steps for setting up a SharePoint Project Management Information System (PMIS)
    • Configuration of SharePoint sites, libraries, and lists for project management
    • Customization of PMIS templates and settings to meet project requirements
  2. Users and permissions
    • Management of user access and permissions within the SharePoint PMIS
    • Assignment of user roles and responsibilities based on project needs
  3. Modifying the PMIS framework
    • Customization of PMIS structure, navigation, and layout
    • Configuration of site settings, navigation menus, and web parts
  4. Importing a Microsoft project schedule to SharePoint
    • Process for importing project schedules from Microsoft project to SharePoint
  1. Organize PMIS
    • Defining PMIS structure
    • Structuring project data
  2. Using site templates
    • Selecting templates
    • Customizing templates
    • Deploying templates
  3. Generating a SharePoint site
    • Creating site structure
    • Configuring site settings
    • Adding necessary components
  4. Modifying the PMIS
    • Updating structure
    • Adjusting settings
    • Enhancing functionality
  1. Using SharePoint lists
    • Creating lists
    • Managing list items
    • Utilizing list features
  2. Generating SharePoint lists
    • Defining list requirements
    • Configuring list settings
    • Populating lists with data
  3. Taking advantage of libraries
    • Creating libraries
    • Organizing library contents
  4. Generating a document library
    • Establishing document library structure
    • Uploading documents
  5. Adding up to document library
    • Updating library contents
    • Maintaining document integrity
  6. Arranging project data
    • Categorizing data
    • Sorting and filtering data
    • Grouping data logically
  1. Project communications strategy
    • Defining communication plan
    • Identifying stakeholders
    • Establishing communication channels
  2. SharePoint site access
    • Managing permissions
    • Assigning user roles
    • Configuring security settings
  3. Generating SharePoint groups
    • Creating groups
    • Assigning users
  4. Developing site members
    • Onboarding team members
    • Providing training
    • Encouraging participation
  5. Modifying permissions
    • Adjusting permissions
    • Reviewing settings
  1. Coordinating the project
    • Establishing project coordination mechanisms
    • Allocating resources and tasks
    • Maintaining project schedules and milestones
  2. Monitoring the progress of the project
    • Tracking project status and updates
    • Monitoring task completion and deadlines
    • Reviewing project metrics and key performance indicators
  3. Handling deviations
    • Identifying deviations from project plans
    • Analyzing causes and impacts of deviations
    • Implementing corrective actions and adjustments
  4. Tracking project responsibilities
    • Assigning and tracking tasks and responsibilities
    • Clarifying roles and expectations
    • Monitoring accountability and performance
  5. Risks of tracking
    • Identifying potential risks and issues
    • Implementing risk mitigation strategies
  6. Controlling changes with workflow
    • Implementing change control processes
    • Managing change requests and approvals
    • Tracking changes and documenting outcomes
  1. Custom views
    • Creating personalized views of project data
    • Configuring filters and sorting options
    • Tailoring views to specific user needs
  2. Interactive reporting via web parts
    • Deploying interactive reporting tools
    • Configuring data visualization features
    • Enabling dynamic data exploration
  3. Activating the alerts
    • Setting up notifications for project updates
    • Configuring alert triggers and recipients
  4. Utilizing meeting workspaces
    • Creating collaborative spaces for project meetings
    • Managing meeting agendas and minutes
  1. Document management solutions
    • Implementing tools for efficient document management
    • Organizing and storing project documents securely
    • Facilitating document sharing and collaboration among team members
  2. Enabling team collaboration
    • Creating spaces for team collaboration and communication
    • Utilizing collaborative features such as discussion boards and chat
    • Promoting teamwork and knowledge sharing within the project team
  1. Business process management
    • Defining and documenting project processes and standards
    • Automating workflow processes to streamline operations
  2. Employing the InfoPath to automate data entry
    • Creating customized forms for data capture
    • Automating data entry processes to improve efficiency
    • Integrating InfoPath forms with SharePoint lists and workflows
  3. Automate project developments with SharePoint workflows
    • Designing and implementing automated workflows for project management tasks
    • Streamlining project development processes using workflow automation
  1. Allocating project status to stakeholders
    • Communicating project status updates to stakeholders
    • Ensuring stakeholders are informed and engaged throughout the project lifecycle
  2. Developing management dashboards with SharePoint web parts
    • Creating customized dashboards for project monitoring and reporting
    • Utilizing SharePoint web parts to display key project metrics and KPIs
  3. Microsoft Excel spreadsheets
    • Integrating Excel spreadsheets with SharePoint for data analysis and reporting
    • Leveraging Excel's advanced features for project management tasks
    • Collaborating on Excel files within the SharePoint environment
  4. Visio
    • Using Visio diagrams for visual representation of project processes and workflows
    • Integrating Visio diagrams with SharePoint 
    • Collaborating on Visio diagrams within the SharePoint environment

Who Should Attend?

This program suits professionals at many levels across the organization, including:

  • Project Coordinators
  • SharePoint Administrators
  • Collaboration Specialists
  • IT Professionals
  • Business Analysts
  • Document Control Specialists
  • Team Leads
  • Workflow Analysts
  • Systems Analysts
  • Application Developers
  • Project Support Specialists
  • Managers

What are the Prerequisites?

Employees with a basic understanding of project management principles and familiarity with SharePoint can take the SharePoint for Project Management training course.

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Delivering Training for Organizations across 100 Countries and 10+ Languages

Choose the Format That Fits Your Team

We design training your teams actually engage with, and deliver it the way that suits you best. Through a vetted global trainer network, Edstellar runs sessions in 10+ languages with consistent quality anywhere.

Virtual SharePoint for Project Management Training

Virtual / online: expert-led live sessions delivered anywhere, with consistency and easy scheduling.

We deliver anywhere worldwide
Standardized content for consistent outcomes
Join from own workspace, no travel
We scale to large groups across sites
Interactive tools keep remote learners engaged
On-site SharePoint for Project Management Training

On-site (in-house): immersive, instructor-led learning at your office.

Our trainers run face-to-face at your office
We tailor setup/content to your workplace and tools
Group exercises drive collaboration
Live demos +  hands-on practice
Direct trainer access to clarify doubts
Off-site SharePoint for Project Management Training

Off-site: focused, instructor-led group learning away from everyday workplace distractions.

We host your teams at a venue of your preferred choice
Built-in group activities for bonding
Full uninterrupted schedule for focus/retention
Boosts morale and signals commitment

Get a Proposal Shaped to Your Needs

Need pricing for onsite, offsite, or virtual delivery? Get a proposal tailored to your team's needs.

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        What Sets Edstellar Apart

        Experienced Trainers

        Our trainers are drawn from a vetted global network and bring years of industry expertise, keeping every session practical and impactful.

        Proven Quality

        With a strong global track record, Edstellar is known for quality and engaging delivery.

        Industry-Relevant Curriculum

        Our programs are built by experts to match the demands of today's industry.

        Fully Customizable

        Every program can be tailored to your organization's goals.

        Comprehensive Support

        We provide pre- and post-session support for a complete learning experience.

        Global Multi-Location & Multilingual Training Delivery

        We deliver in multiple languages to support diverse global teams.

        Hear from Organizations We've Trained

        "Attending the SharePoint for Project Management training was transformational for my professional development. As a Principal Business Development Manager, the deep dive into advanced methodologies gave me the confidence to tackle of hands-on exercises were immediately applicable to my work. I now handle complex technical scenarios with enhanced confidence and systematic efficiency. This course has become foundational to my continued success.”

        Sandra Kennedy

        Principal Business Development Manager,

        Project Management Consultancy

        "The SharePoint for Project Management training provided critical insights into industry best practices that enhanced my consulting capabilities. As a Senior Sales Manager, I now leverage practical simulations with exercises on expert-led workshops prepared me perfectly for real-world client scenarios. Our solution delivery efficiency and quality have increased substantially across the board, demonstrating immediate value from this investment.”

        Ye Lei

        Senior Sales Manager,

        Enterprise PM Solutions Company

        "As a Principal Revenue Operations Manager leading technical mastery operations, the SharePoint for Project Management training provided our team with essential practical applications expertise at scale. The comprehensive modules operational footprint. Our team has automated eighteen critical business processes, reducing manual effort by 70%. This course has proven invaluable for driving our organizational transformation and sustained excellence.”

        Kalyani Rao

        Principal Revenue Operations Manager,

        Project Portfolio Management Firm

        “Edstellar’s IT & Technical training programs have been instrumental in strengthening our engineering teams and building future-ready capabilities. The hands-on approach, practical cloud scenarios, and expert guidance helped our teams improve technical depth, problem-solving skills, and execution across multiple projects. We’re excited to extend more of these impactful programs to other business units.”

        Aditi Rao

        L&D Head,

        A Global Technology Company

        Recognition That Motivates Your Team

        Upon successful completion of the training course offered by Edstellar, employees receive a course completion certificate, symbolizing their dedication to ongoing learning and professional development.

        This certificate validates the employee's acquired skills and is a powerful motivator, inspiring them to enhance their expertise further and contribute effectively to organizational success.

        Recognition That Motivates Your Team
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