SharePoint and Microsoft 365 Records Governance Course

Name: SharePoint and Microsoft 365 Records Governance Training Course
Availability: InStock

Design record classification, metadata, libraries, permissions, retention, disposition, audit evidence, and migration controls.

SharePoint and Microsoft 365 Records Governance Course

At a glance

Duration: 5 days
Format: Classroom
Cities: Dubai, London, Prague, Kuwait, Riyadh, Milan and more
Next session: 5 – 9 October 2026, Dubai
Average fee: 5,800 €

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SharePoint and Microsoft 365 Records Governance Training Course

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Course Overview

SharePoint and Microsoft 365 Records Governance Training Course is a five-day course for records and administrative teams who leave with a Records Governance Configuration Workbook. Participants connect governance roles, record inventories, information architecture, classification, metadata, document libraries, permissions, version controls, search, retention policies and labels, disposition review, audit evidence, and migration readiness. The course focuses on operational governance decisions rather than tenant deployment. SharePoint and Microsoft 365 records governance is taught by Agile Leaders Training Center.

Who Should Attend

Records management functions responsible for classification, retention, disposition, and evidence
Document control functions responsible for libraries, metadata, versions, and access
Administrative management functions responsible for record ownership and operating procedures
Information governance functions responsible for policy translation and control design
SharePoint site ownership functions responsible for business records and local governance

The course assumes participants already manage business documents or records and leaves out tenant deployment, coding, cybersecurity engineering, and general platform administration.

Departments and Industries

The course supports records governance across corporate administration, professional services, healthcare administration, education, public services, and regulated operations.

Corporate administration and shared services
Legal, compliance, and professional services
Healthcare and education administration
Public-service and nonprofit organizations
Engineering, construction, and operational document control

Learning Objectives

By the end of this course, participants will be able to:

Analyze record requirements, ownership, and governance roles
Build SharePoint classification, metadata, and library controls
Apply permissions, version control, and search configurations
Compare retention policies, labels, and record declarations
Evaluate disposition, audit evidence, and migration readiness
Build a Records Governance Configuration Workbook

Course Agenda

Day 1: Records Governance Foundation

Business Records Scope Map
Records Governance Responsibility Matrix
Record Requirement Inventory
Microsoft 365 Records Control Boundary
Governance Decision Register

Day 2: Classification and Metadata

SharePoint Information Architecture Map
Record Classification Scheme
Metadata Field Definition Sheet
Content Type Assignment Matrix
File Plan Mapping Worksheet

Day 3: Library and Access Controls

Document Library Design Checklist
Permission Inheritance Decision Guide
Version History Control Standard
Record Search and Retrieval Test
Library Ownership Review Log

Day 4: Retention and Disposition

Retention Policy and Label Decision Matrix
Microsoft Purview Record Declaration Plan
Disposition Review Workflow Map
Audit Evidence Requirements Register
Records Migration Readiness Checklist

Day 5: Records Governance Practice

Governance Role Assignment Exercise
Classification and Metadata Design Exercise
Library Permission and Version Control Simulation
Retention and Disposition Review Exercise
Capstone Records Governance Configuration Workbook

Practical Exercises

The course uses suggested activities drawn from corporate, professional-service, healthcare, education, and operational record environments.

Suggested activity: define record ownership and governance decisions for a shared service
Suggested activity: classify sample records and specify metadata, content types, and library locations
Suggested activity: test permissions, version history, retrieval, retention, and disposition decisions
Suggested activity: assess migration evidence and complete a records governance configuration workbook

FAQs

Who does the SharePoint and Microsoft 365 Records Governance Training Course suit and what does it assume?

The course suits records officers, document controllers, administrative managers, information governance coordinators, compliance support teams, and SharePoint site owners who already manage business documents or records.

How does SharePoint and Microsoft 365 records governance differ from general SharePoint administration?

Records governance defines classification, metadata, ownership, retention, disposition, and evidence controls; general SharePoint administration manages broader site, service, and technical settings.

When should Microsoft 365 records governance use a retention policy or retention label?

A retention policy applies common settings broadly to supported locations, while a retention label applies item-level settings and can declare content as a record or trigger disposition review.

What belongs in a Records Governance Configuration Workbook?

A Records Governance Configuration Workbook contains governance roles, record scope, classification, metadata, content types, libraries, permissions, version controls, retention decisions, disposition workflow, audit evidence, and migration checks.

How should SharePoint records migration readiness be evaluated?

Migration readiness is evaluated by confirming record ownership, source inventories, classification mappings, metadata quality, retention requirements, permissions, version needs, destination libraries, exception handling, and validation evidence.

Conclusion

Participants take back a Records Governance Configuration Workbook linking governance roles, classification, metadata, libraries, access, versions, search, retention, disposition, evidence, and migration readiness. It makes configuration decisions and control ownership visible before records are moved or governed. The workbook supports consistent operational choices without replacing technical deployment or legal interpretation.

credits: 5 credit per day

Course Mode: full-time

Provider: Agile Leaders Training Center

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Showing 21-40 of 76 events

Location	Dates	Duration	Mode	Price
Nice	Week 04, 2027 25 – 29 January 2027	5 Days	Onsite	€5,700
Manama	Week 04, 2027 31 January – 4 February 2027	5 Days	Onsite	€4,700
Marbella	Week 04, 2027 31 January – 4 February 2027	5 Days	Onsite	€5,700
London	Week 05, 2027 1 – 5 February 2027	5 Days	Onsite	€5,700
Toronto	Week 05, 2027 7 – 11 February 2027	5 Days	Onsite	€12,000
Paris	Week 06, 2027 8 – 12 February 2027	5 Days	Onsite	€5,700
Vienna	Week 07, 2027 15 – 19 February 2027	5 Days	Onsite	€5,700
Abu Dhabi	Week 07, 2027 15 – 19 February 2027	5 Days	Onsite	€4,700
Phuket	Week 07, 2027 21 – 25 February 2027	5 Days	Onsite	€6,000
Dubai	Week 08, 2027 22 – 26 February 2027	5 Days	Onsite	€4,500
Madrid	Week 09, 2027 1 – 5 March 2027	5 Days	Onsite	€5,700
Muscat	Week 09, 2027 7 – 11 March 2027	5 Days	Onsite	€5,700
Casablanca	Week 10, 2027 8 – 12 March 2027	5 Days	Onsite	€4,100
Berlin	Week 10, 2027 8 – 12 March 2027	5 Days	Onsite	€5,700
Istanbul	Week 11, 2027 15 – 19 March 2027	5 Days	Onsite	€4,500
Amsterdam	Week 12, 2027 22 – 26 March 2027	5 Days	Onsite	€5,700
Baku	Week 13, 2027 29 March – 2 April 2027	5 Days	Onsite	€5,000
Frankfurt	Week 13, 2027 29 March – 2 April 2027	5 Days	Onsite	€5,700
Nairobi	Week 13, 2027 4 – 8 April 2027	5 Days	Onsite	€4,500
Bali	Week 14, 2027 11 – 15 April 2027	5 Days	Onsite	€5,700

Frequently asked questions

What does this course cover?

Course OverviewSharePoint and Microsoft 365 Records Governance Training Course is a five-day course for records and administrative teams who leave with a Records Governance Configuration Workbook. Participants connect governance roles, record inventories, information architecture, classification, metadata, document libraries, permissions, version controls…

Are training dates available?

Yes. Available dates and destinations are listed in the course dates section on this page.

How can I register?

Choose an available date on this page and complete the registration form, or send a programme enquiry.

Can I download the course brochure?

Yes. Use the brochure download link provided on this page.

SharePoint and Microsoft 365 Records Governance Course