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SharePoint Governance, Compliance, and Performance
Set smart guardrails for SharePoint. Allison Gonzalez covers governance, compliance, and performance—labels, retention, sharing controls, site lifecycle, and tuning pages, libraries, and lists.
Build a SharePoint environment that’s secure, consistent, and easy to use at scale. In SharePoint Governance, Compliance, and Performance, Allison Gonzalez walks you through the essentials of governing sites and content—clear ownership, sensible information architecture, and policies that balance productivity with control. You’ll learn how to set guardrails for sharing and external access, apply sensitivity and retention labels, and use approvals and lifecycle rules so content stays findable, compliant, and up to date.
Then we turn to keeping SharePoint fast and reliable. You’ll explore practical performance tactics—right-sizing pages, optimizing media and web parts, organizing libraries and lists, and aligning site design to how people actually work. Allison also covers monitoring and auditing basics, plus how to use built-in reports to spot issues early. By the end, you’ll have a straightforward playbook to keep your SharePoint secure, compliant, and performing well as your organization grows.
Course Outline ( Free Preview)
Module 01 - Introduction
In this course module, Allison, a Microsoft certified trainer at Pragmatic Works, introduces key concepts in compliance and performance management within SharePoint. Students will explore sensitivity labels, data protection, conditional access policies, and strategies to secure and control data access effectively. Additionally, the module covers optimizing SharePoint site speed by addressing performance bottlenecks, organizing content, and utilizing diagnostic and monitoring tools to maintain efficient site operation.
Module 02 - Understanding Sensitivity and Retention Labels
In this module, Allison introduces the fundamentals of sensitivity and retention labels within Microsoft Purview, explaining how these labels classify and protect organizational data by applying encryption, access restrictions, and content markings. She guides students through creating and configuring sensitivity labels, including setting permissions, content markings, and publishing label policies to users and groups. The module emphasizes the importance of clear labeling strategies and compliance permissions to effectively manage data confidentiality and lifecycle across Microsoft 365 environments.
Module 03 - Applying Data Protection Policies and Conditional Access7 min.
In this module, the instructor introduces Conditional Access in Entra ID (formerly Azure Active Directory) as a critical tool for securing organizational data by controlling who can access it and under what conditions. Students will learn how to navigate the Conditional Access policies, understand existing rules like blocking legacy authentication, and explore templates that simplify creating effective security policies such as requiring multi-factor authentication. This foundational knowledge ensures that only authorized users on trusted devices can access sensitive information, enhancing overall organizational security.
Module 04 - Optimizing Site Speed19 min.
In this module, Allison explains how to optimize SharePoint list performance by using indexed columns to avoid the 5,000-item view threshold limit. She emphasizes the importance of organizing data with metadata instead of deep folder structures to improve accessibility and efficiency. Students will also learn how to create and customize views with filters and sorting to enhance data management and prepare their lists for better performance as they grow.
Module 05 - Diagnostics and Performance Tools10 min.
In this module, the instructor, Allison, guides students through leveraging the SharePoint admin center to monitor tenant-wide site usage and activity trends. Students learn how to analyze reports to identify underused sites, optimize content distribution, and implement cleanup policies to improve performance and user experience. The module also introduces tools for managing file usage, sensitivity labels, and retention strategies, setting the stage for advanced topics like content delivery networks in the next session.
Module 06 - Class Wrap Up2 min.
In this final module for Governance Compliance and Performance course for SharePoint, Allison guides students on maintaining secure, efficient, and well-managed SharePoint sites by removing unnecessary content and optimizing site performance. The module emphasizes practical strategies for site cleanup, proper web part configuration, and enhancing the user experience. Learners are encouraged to apply these best practices to ensure their SharePoint environments run smoothly and to explore additional courses for continued learning.
Allison graduated from Flagler College in 2011. She has worked in management and training for tech companies for the past decade. As a Microsoft Certified Trainer, her primary focus is helping our customers learn the ins and outs of Power BI, along with Excel and Teams.
