EQC-COL-203 SharePoint Essentials (12 Nov 2026)

Course Overview

This practical one-day course teaches delegates how to use Microsoft SharePoint Online to store, organise, share and manage information across their organisation.

Designed specifically for charities, CICs, community organisations and sole traders, the course focuses on creating simple document management systems, sharing information with volunteers and trustees, managing policies and procedures, supporting project delivery and improving collaboration.

The course focuses on the cloud-based version of SharePoint available through Microsoft 365 and demonstrates how SharePoint works alongside Teams, OneDrive, Forms, Lists and other Microsoft 365 applications.

Who Should Attend?

This course is suitable for:

• CIC founders
• Charity staff
• Community project workers
• Volunteers
• Administrators
• Office managers
• Project coordinators
• Trustees
• Sole traders working in the community sector

What You Will Learn

By the end of the course delegates will be able to:

• Understand the purpose of SharePoint
• Navigate SharePoint sites confidently
• Create and organise document libraries
• Upload, manage and share documents
• Collaborate effectively with colleagues and volunteers
• Manage document versions
• Create and manage pages
• Understand permissions and access control
• Use SharePoint as a central information hub

Prerequisites

Delegates must:

• Have a Microsoft 365 account
• Have access to SharePoint Online
• Be able to log in to Microsoft 365
• Have basic keyboard and mouse skills
• Be able to join a Microsoft Teams meeting

No previous SharePoint experience is required.

What Is Included?

• Live trainer-led delivery
• Digital course workbook
• Practical exercises
• Exercise files and templates
• Certificate of attendance
• Post-course reference guide
• Q&A session