This 'Microsoft 365 Governance' training maps Microsoft 365 controls to Scottish regulatory requirements, including FOISA, EIRs, PRSA, Records Management Plans, Scottish public sector accountability expectations, cyber resilience considerations and the need to evidence responsible information stewardship.
This is not a Microsoft 365 user course. It is about governing the information held within Microsoft 365 and ensuring that Teams, SharePoint, OneDrive and other Microsoft 365 environments are managed in a way that supports information governance, security, compliance and effective information management. Participants will learn more about permissions/access, external sharing, retention, ownership, information architecture, lifecycle and audit/assurance.
All of our live, instructor-led training programmes are developed specifically for professionals working within Scotland's legal and regulatory framework. Every programme is grounded in relevant Scottish legislation, regulatory guidance, practical case studies and real-world scenarios to ensure participants can apply their learning immediately. All are delivered with a practical understanding of the balance between risk and available resources.
Attendance at this training is limited to 30 participants.
Participants will receive a comprehensive course handbook before the training, providing a useful reference guide to support learning during the course and afterwards.
This course is one of a number of specialist training courses in Scotland’s Information Governance Training Academy, with courses repeated throughout the year.
VIEW FULL TRAINING ACADEMY PROGRAMME
Professional development and training records
This course provides structured professional development, and organisations can determine how participation in the training should be recorded within their own professional development and training programmes. Participants will receive a certificate of completion for their training records.
A clearer understanding of the information governance risks and responsibilities associated with Microsoft 365
Practical approaches to managing information across Teams, SharePoint, OneDrive and other Microsoft 365 environments
Greater confidence in addressing access, permissions, sharing and ownership issues
A practical understanding of retention, disposal and information lifecycle considerations within Microsoft 365
A clearer framework for establishing effective governance, accountability and assurance around Microsoft 365 information
Those responsible for governing, configuring or assuring Microsoft 365 environments including:
M365 administrators and IT teams
Records and information managers
DPOs and information governance leads
Information asset owners
Team owners, compliance leads and digital transformation teams
Director
RiSiO Solutions Ltd
Rachel Mitchell is an award-winning information governance specialist based in Dundee with over 25 years’ practical experience across data protection, records management and Microsoft 365 governance in all sectors.
Microsoft 365 and AI Training Specialist
Rachel Mitchell
Director
RiSiO Solutions Ltd
Rachel Mitchell is an experienced information governance professional with over 20 years' experience helping organisations manage information effectively, meet regulatory obligations and improve transparency, accountability and decision-making.
As Director of RiSiO Solutions Ltd, Rachel works with public, private and third sector organisations across Scotland and the UK, providing specialist advice on information governance, records management, data protection, freedom of information and Microsoft 365 governance. Her clients include local authorities, NHS bodies, charities, care providers, research organisations and national public bodies.
Rachel is recognised for her practical and proportionate approach, helping organisations translate complex regulatory and governance requirements into solutions that support operational delivery. She has extensive experience leading governance reviews, developing information management frameworks, improving records management maturity, and supporting organisations through digital transformation and change.
A respected trainer and conference speaker, Rachel is known for delivering engaging, practical learning based on real-world experience. Her focus is on helping delegates build confidence, understand risks and obligations, and apply good information governance practices in their day-to-day roles.
Rachel holds an MSc in Information and Records Management and is an Associate Member of the Information and Records Management Society (IRMS), where she also serves on the IRMS Scotland Committee.
Rachel Mitchell is an award-winning information governance specialist based in Dundee with over 25 years’ practical experience across data protection, records management and Microsoft 365 governance in all sectors.
Sara Fennah
Microsoft 365 and AI Training Specialist
Sara Fennah is a highly experienced Microsoft 365 trainer and consultant, recognised as both a Microsoft Most Valuable Professional (MVP) and Microsoft Certified Trainer (MCT). With a background spanning education, consultancy, technical enablement and user adoption, she combines an authoritative understanding of Microsoft technologies with an engaging, practical training style. She is particularly skilled at translating complex functionality into clear guidance that helps delegates understand not only how Microsoft 365 tools work, but how to use them confidently, appropriately and productively in real-world settings.
Sara has designed and delivered a wide range of Microsoft 365 learning programmes for organisations across different sectors and at varying levels of digital confidence. Her experience includes tailored training on Microsoft 365 Copilot and generative AI, Teams, SharePoint, Word, Excel, PowerPoint and the wider productivity suite. She develops learning around realistic workplace scenarios, demonstrations and practical exercises, enabling participants to apply new knowledge immediately rather than simply learning product features in isolation. Her delivery can be adapted for general users, super users, information and records management practitioners, system and Team Owners, administrators, governance leads and senior decision-makers.
Alongside end-user training, Sara brings substantial experience of Microsoft 365 governance, adoption and technical assurance. She has supported organisations with Teams and SharePoint ways of working, information architecture, permissions and external collaboration, retention and records management, sensitivity labels, Microsoft Purview, eDiscovery and the practical controls needed to turn policy into sustainable working practice. This combination of technical knowledge and training expertise allows her to bridge the gap between governance requirements, system configuration and user behaviour—an important strength for audiences seeking to manage information effectively while making full use of Microsoft 365.
Sara has particular expertise in Microsoft 365 Copilot and responsible AI adoption. She has authored and delivered bespoke Copilot programmes covering applications including Word, Excel, Teams and PowerPoint, as well as broader sessions on prompting, productivity, data security, governance and organisational readiness. Her approach places safe and effective use at the centre of the learning, helping delegates recognise both the opportunities and the limits of generative AI. She can explain technical and governance considerations in straightforward language and tailor examples so that participants can explore practical use cases without compromising organisational information.
In partnership with: RiSiO Solutions
RiSiO Solutions Ltd is a Scotland-based information governance consultancy specialising in records management, data protection, freedom of information, Microsoft 365 governance, and information and data strategy.
Working across the public, private and third sectors, RiSiO helps organisations develop practical, proportionate approaches to managing information, meeting compliance obligations, and supporting effective decision-making.
Known for its engaging and pragmatic training style, RiSiO delivers learning that translates governance principles into real-world practice.
