Geoff Evelyn is a SharePoint MVP, and likes to be known as a “Hands on” Technical Evangelist and works as a SharePoint Solutions Architect. He has published many articles, guides and books about SharePoint. With over 25 years of experience in information systems, he is a Fellow of the Institute of the Analysts and Programmers, a Fellow of the Institute of Computer Technology, a Member of the Institute of Management Information Systems, a Prince 2 Practitioner, with MCDST, MCSD, MCTS, MCITP Microsoft certifications and is M.O.S (Microsoft Office Specialist) Certified.
Welcome to an article which goes into the land of SharePoint Training; attempts to examine various levels of training and how they can and are being mapped to SharePoint information workers.
Please note, that whilst I go into some detail on training delivery that I am not a SharePoint Trainer. I think though I've had enough experience through the implementation of SharePoint Training strategies for many organizations (and myself) , so I suppose I've 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.
Also, please note that there is a section on implementing SharePoint training in an organisation in my book 'Managing and Implementing SharePoint 2010 Projects'. This section is gives a high level description on some of the processes that can be adopted allowing you to define a 'SharePoint Training Strategy' for your organisation.
Let’s begin with an example from a SharePoint support perspective featuring the SharePoint Administrator:
You’re a SharePoint Administrator who is troubleshooting a SharePoint environment and faces a whole bunch of reds (Errors) in the Application Event log. After trawling through SharePoint logs, Web.Configs and IIS logs on the screen for several hours, trying this and that, crashing out on numerous occasions; you've 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 won't come...
Crossing over to the Information Worker; another scenario.
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? What's that? What's the Breadcrumb Trail? Someone said to get to the 'Projects Document Library' by looking in the Quick Launch Bar - What's that and where is that? In fact, what's 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.
Cross again to the 'experienced' SharePoint worker.
You are comfortable with SharePoint because it does what you currently want it to do. You are aware of the relevant functions in SharePoint that makes you productive, but want to learn more.
And again to a SharePoint Developer…
You are a SharePoint developer tasked with customizing SharePoint. You need to write a mail enabled app for SharePoint 2015 but don’t know where to start. You start digging into forumns, followed by blogs, followed by user groups, digging in e-Books and getting bewildered with the options available. You need to get a definitive answer, and getting that worried feeling that you need to understand SharePoint development more.
I could carry on with say SharePoint administrator backend scenarios, Solution Architect security scenarios ad-infinitum concerning training material and knowledge building they will face in the march to understand how to do things in SharePoint – what is needed is to understand what kinds of training materials there are and where are some good places to start getting them from, and why you would go there in the first place!
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 Bing, to hunt down that famous and grail-like Blog, TechNet article- ad-infinitum'. However, as we all know life as a SharePoint Admin, Developer or Architect doesn't 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!
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 I've seen, training is 'the T word', and almost an admission of defeat.
However, as I'll 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 🙂
Just in case you've never considered how or why you've ever learned anything - from being able to read this article to driving a car, time to 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 I'm 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. Taking the SharePoint Administrator situation described earlier; 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 shouldn't 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 don't, consider that if crashing your car is obviously a bad thing, then as a SharePoint Administrator isn't regularly crashing your SharePoint environment equally unacceptable?
If the answer is 'yes' then doesn't 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?
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.
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 exams:
1. Microsoft Certified Technology Specialist certification (MCTS); covers developer and administrators in SharePoint 2010 and 2007; basically the technical driving test of SharePoint Server.
2. The Microsoft Certified IT Professional (MCITP) and Microsoft Certified Professional Developer (MCPD); these build on the MCTS certification and relates specifically to SharePoint 2010.
There is a vast number of training providers for the above certifications; listed on the Microsoft Learning site. Using the class locator is a good way to locate classes, training providers in your area. I tried one for classes in SharePoint in the UK and got this:
Beyond the MCITP and MCTS certifications are the dizzying heights of MCM and MCA.
· Microsoft Certified Master program (MCM); this is an instructor lead offering provided by Microsoft SharePoint experts and requires all of the exams passed relevant to MCITP and MCPD.
· Microsoft Certified Architect certification (MCA); this is the highest level of certification and requires submission of work history, a project case study, presentation, including exam. Only those who have completed the MCM can do the MCA.
More information concerning these technical certifications, the prerequisites, exams, is located at:
Information workers also have certification tracks available to measure their SharePoint competency. Starting with Office 2010 and its tight integration with SharePoint 2010 came MOS. MOS stands for Microsoft Office Specialist. Because SharePoint is part of Microsoft Office the reach of this certification extends to the user of Office and Office365. Microsoft certification exams are now also aimed at those using SharePoint from an end-users perspective. After earning an MOS certification, you receive access to a member Web site where you can print transcripts to demonstrate proof of certification and receive a certificate that verifies your successful completion of the exam. Additionally, professionals who earn this certification gain access to a certification logo that they can display on their resumes and other business materials. A huge amount of information Microsoft Office Specialist is available on the Certiport (http://ww.certiport.com).
More information concerning the SharePoint 2010 certification for Information workers is located here:
On that page there is a link which allows you to schedule the exam through a Certiport exam provider. Also, you can find out more about the Microsoft Office Specialist courses (which includes Office365) by visiting the Certiport site here:
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 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. Administrators 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 e-Book fully replaced the book? An interesting argument ensues. 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 e-Book easier because of its portability, and additionally because it’s easier to copy a script from an e-Book than having to re-key all of it or having to access a CDrom 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.
As you can imagine there are a vast number of e-book providers, and I am not going to list each one! They all have advantages and disadvantages; am therefore going to list the Microsoft Learning repository for e-Books located here and managed by Microsoft Press and SharePoint books from o’Reilly can be found here.
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.
Whilst this section really addresses CBT that is available for information workers, lets do a quick review on CBT for technical workers. On the SharePoint 2010 development track, there is a training course called the SharePoint 2010 Developer Training Course, which provides the download of the course so that it can be completed offline.
For SharePoint IT Professionals, there is video related training material, again, this page provides downloadable material and is split into modules
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. Am sure this will come with SharePoint 2015 because of the featureset concerning Education Services and Quizzes integration features.
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? Even with the a mass of computer based training for SharePoint (i.e. downloadable material from a huge number of providers); what needs is to define the scope of training that needs to be provided at either end user, developer, administrator and tailor that against the organization. After all, there is little point in providing several types of learning kits for different types of Microsoft products, or indeed other technology available to the organization (i.e. mobiles, laptops, phones, third party software guides etc.)
So this means some kind of learning kit which not only provides the material but tracks your progress through it. There was one for SharePoint 2007, a Virtual Learning Environment which one could download, configure as a separated site collection. That took a lot of work to update and maintain. There were others provided on Codeplex. The SharePoint 2010 Productivity hub provided the ability to structure content and included the ability to include rich media like Flash hypermedia, videos – including webcasts etc., so hours of audio-visual tuition could be created by information workers as well (using a simple web cam and some video editing software).
For those who enjoy a bit of history, for SharePoint 2007, there was a Learning package available for SharePoint which will enable users to actively learn how to use SharePoint and their learning is tracked; it’s on this link.
There is also SLK located on codeplex which appears to be SharePoint 2007, however, could not identify if it was compliant with SharePoint 2010.
As mentioned above, for SharePoint 2010, the Productivity 2010 Hub is targeted at those who need to quickly setup a central location for a knowledge base on SharePoint, Word, Lync and more. Like SharePoint 2007 hub, the 2010 Hub is a SharePoint Server site collection that serves as a learning community and is fully customisable. It provides a central place for your training efforts, and includes training content from Microsoft’s core products. Microsoft also provides ongoing and updated content packs. Overview and download is available here.
I’ve noticed an change in the delivery of training material to bring the look and feel into focus with the format of latest Microsoft products using the ‘Windows 8’ interface; again the provision of video materials is clear here for IT Professionals and here for Developers.
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.
There are so many places to get SharePoint information one could get overwhelmed with the best places to go; you may have your favorites, however, this article looks only at Microsoft ‘managed’ providers; Microsoft Press and O’Reilly.
Additionally, there are a vast list of forum based online resources, like TechNet, MSDN (mentioned in this article) and many others. Again, with all of this information available the issue is the same as having someone ask for a SharePoint site but doesn't 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 'I'm going to provide a central blog on the Internet that will provide information on everything to do with SharePoint'. I said 'Wow... That's 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.
I've listed some of these support resources at the end of this article.
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'.
Lets’ take SharePoint's learning centre that can be installed as a separated site collection. 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. There is also an IT Academy
Certiport provides end user certification and has for the first time provided a MOS (Microsoft Office Specialist) route for Microsoft Office and SharePoint users. The exam for end users on MOS is Exam 77-886. As I understand it, the next level of MOS certifications will not appear until late next year.
There are others, carrying out a Google search for training providers on SharePoint will give you a mass of results. 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.
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 and Forums.
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.
Forums are great - SharePoint TechNet forum is the place to go to get answers from peers as they are populated by those who are extremely knowledgeable in the product, and for references they point to validated (by peers) articles that give answers. Note however that other great forums are there specific to differing areas of SharePoint, particularly for information workers, and those who are based within a geographical boundary (relates to user groups as indicated above).
Externally Provided Training
Going back to competency, if you want human touch training you had better make sure that you choose a relevant arena - in SharePoint, there are a number of these - I've listed the key ones and in no particular order:
· Content Management
· Social Computing
· Business Productivity
· Look and Feel
· Business Solutions
Within these sections you will find training companies providing resources and instructors in one or more of those arenas. In my experience, make sure you define a strategy for training that connects SharePoint to the business in terms of what other tools SharePoint integrates with. Get a trainer who can instruct and provide resources on those additional levels.
Finding a good training company can be a daunting task. Make sure you choose wisely and read-up on their credentials and customer reviews. A good source to get started on choosing a SharePoint training company is here:
Are you a model student?
In the land of SharePoint everyday I learn something new about the product. Whether it is a technical bit of knowledge or even business, governance, implementation - everyday is a voyage of discovery. I am I think, a student but far from being a model student. I reckon a model student is that who has all the resources at hand for the topic area they wish to cover.
So after reading this article, ask yourself these questions.
· What kind of training suits you the most? Book? e-Book? Online Training? CBT? A combination?
· Where do you stand on the competency ladder?
· Do you have access to the resources you need? How do you collate them? Can you quickly find the answers in the resources you have?
· What area do you excel in? Do you have a blog and is this communicated to others?
· How did you learn SharePoint? Reading? Diving into the Platform? Certification? A combination?
Whatever happens, when tackling your SharePoint Training needs, try to get a vision of where would want to get to, whether you need training to prove to others you are competent, whether you want to solve a problem, or even whether you are attempting to build a strategy for others. Doing this will help you identify the planning that needs to be done, how long it will take and what is needed to succeed.
I wrote this article in the hope that you will be able to identify what training there is available and how you can build a basic strategy that links training to you and meeting your organisations SharePoint training aspirations. To end, I thought it wise to give a short list of some training resources for SharePoint listed through Microsoft and in no particular order (explanations of these are on the page you visit when you click the link):
Microsoft SharePoint Online Training
Certiport - Office 2010 and SharePoint 2010 MOS
IT Pro and Developer Labs