Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) Training Course

Module 1: Microsoft Word: Foundations and Document Creation

• Navigating the Word interface and customizing the Ribbon
• Efficient text input and editing techniques
• Basic character, paragraph, and page formatting
• Working with sections, headers, and footers
• Using document templates for consistency and speed
• Practical session: Creating a multi-section company memo using a template, headers, and footers

Module 2: Microsoft Word: Advanced Formatting and Styles

• Understanding and applying built-in Styles (Heading, Normal, List)
• Creating and modifying custom Styles for company documents
• Utilizing Themes and Style Sets for global document aesthetic changes
• Advanced list formatting and multi-level lists
• Working effectively with tables, shading, and borders
• Practical session: Developing a custom style set and theme to meet brand guidelines for a new corporate report

Module 3: Microsoft Word: Collaboration and Mail Merge

• Tracking changes and adding comments during document review
• Accepting and rejecting revisions from multiple collaborators
• Comparing and combining different document versions
• Mail Merge fundamentals: connecting to a data source (Excel)
• Executing a Mail Merge for labels, letters, and emails
• Practical session: Performing a Mail Merge to generate personalized invitation letters using a simple Excel database

Module 4: Microsoft Word: Long Document Management

• Creating a Table of Contents (TOC) from applied Styles
• Inserting an Index and Table of Figures (TOF)
• Using captions, cross-references, and bookmarks for navigation
• Applying footnotes and endnotes for academic or legal documents
• Protecting documents with passwords and restricted editing
• Practical session: Finalizing a mock 50-page policy document by automatically generating a TOC and TOF

Module 5: Microsoft Excel: Interface and Basic Data Handling

• Navigating the Excel Ribbon and Quick Access Toolbar
• Efficient data entry, filling, and formatting cells
• Understanding cell references (relative, absolute, mixed)
• Basic arithmetic operations and common aggregate functions (SUM, AVERAGE, MIN, MAX)
• Formatting numbers, dates, and currency correctly
• Practical session: Building a simple monthly budget sheet using basic formulas and appropriate cell formatting

Module 6: Microsoft Excel: Advanced Data Management with Tables

• Converting data ranges into structured Excel Tables
• Using Table Slicers for quick, interactive filtering
• Applying advanced conditional formatting rules
• Custom sorting and filtering using multiple criteria
• Data validation rules to ensure input quality
• Practical session: Creating and managing a list of company assets in a structured Table, including data validation rules

Module 7: Microsoft Excel: Essential Formulas and Functions

• Logical functions: IF, nested IF, AND, OR
• Lookup and reference functions: VLOOKUP, HLOOKUP, and INDEX/MATCH
• Text manipulation functions (CONCAT, LEFT, RIGHT, TRIM)
• Date and Time functions (TODAY, NOW, DATEDIF)
• Introduction to Financial functions (e.g., PMT for loan calculations)
• Practical session: Developing an employee bonus calculation sheet using nested IF and VLOOKUP functions

Module 8: Microsoft Excel: Data Analysis with PivotTables and Charts

• Creating and customizing PivotTables from raw data
• Using PivotTable Slicers and Timelines for dynamic reporting
• Formatting and customizing various chart types (Bar, Line, Pie)
• Creating Sparklines for data visualization within cells
• Utilizing calculated fields within PivotTables
• Practical session: Generating an executive summary report with multiple PivotTables and dynamic charts to visualize sales trends

Module 9: Microsoft Excel: Advanced Functions and Auditing

• Using SUMIFS, AVERAGEIFS, and COUNTIFS for conditional aggregation
• Introduction to array formulas and their application
• Goal Seek and Scenario Manager for what-if analysis
• Tracing precedents and dependents for formula auditing
• Error checking and handling common Excel formula errors
• Practical session: Using SUMIFS and an array formula to perform a complex, conditional calculation on quarterly data

Module 10: Microsoft Excel: Introduction to Automation with Macros

• Understanding what Macros are and when to use them
• Setting up the Developer Tab and Macro Security settings
• Recording a basic Macro to automate repetitive tasks
• Viewing and making minor edits to recorded Visual Basic for Applications (VBA) code
• Assigning Macros to buttons and keyboard shortcuts
• Practical session: Recording a Macro to automatically format and sort a raw data download, then assigning it to a button

Module 11: Microsoft Excel: Reporting and Integration

• Importing data from external sources (text files, web)
• Utilizing the Power Query Editor for data transformation (basic level)
• Creating dynamic dashboards using controls (form controls)
• Linking data between multiple spreadsheets and workbooks
• Preparing data for export and use in PowerPoint or Word
• Practical session: Building a dynamic dashboard incorporating form controls, charts, and linked data from a separate worksheet

Module 12: Microsoft PowerPoint: Presentation Planning and Structure

• Understanding the difference between a presentation and a document
• Planning and outlining content structure (storyboarding)
• Choosing appropriate layouts and ensuring slide-to-slide flow
• Using the Outline View for content consistency
• Mastering efficient text and content population
• Practical session: Structuring a 10-slide presentation using the Outline View and applying basic design templates

Module 13: Microsoft PowerPoint: Visual Design and Multimedia

• Principles of visual design: contrast, repetition, alignment, proximity (CRAP)
• Working with images, cropping, and background removal tools
• Inserting and editing video and audio elements
• Creating custom vector shapes and SmartArt graphics
• Applying and modifying custom animations to objects
• Practical session: Redesigning an information-heavy slide into a visually engaging slide using SmartArt and custom graphics

Module 14: Microsoft PowerPoint: Slide Masters and Advanced Transitions

• Understanding the hierarchy of the Slide Master
• Customizing the Slide Master and Layouts for corporate branding
• Applying custom themes and color palettes
• Utilizing advanced transitions (e.g., Morph) for smooth movement
• Hiding and skipping slides for tailored presentations
• Practical session: Creating a comprehensive Slide Master that includes company logos, custom footers, and predefined layouts

Module 15: Microsoft PowerPoint: Finalizing and Delivering Presentations

• Finalizing speaker notes and printing handouts
• Packaging a presentation for CD/external sharing
• Rehearsing timings and recording narration
• Using Presenter View effectively during a live presentation
• Collaboration: sharing and tracking comments in PowerPoint
• Practical session: Practicing a recorded presentation, including setting timings and utilizing Presenter View features

Module 16: Microsoft Outlook: Email Management and Organization

• Customizing the Mail View and managing the folder structure
• Creating and managing advanced rules for automated email processing
• Utilizing Quick Steps for one-click common actions
• Cleaning up your mailbox: archiving and deleting strategies
• Understanding conversation view and ignoring messages
• Practical session: Setting up five automated email rules and creating two Quick Steps to streamline daily inbox management

Module 17: Microsoft Outlook: Calendar and Meeting Scheduling

• Mastering the Calendar view and customization options
• Creating, modifying, and tracking meeting requests
• Utilizing the Scheduling Assistant to find available times
• Sharing and publishing calendar information
• Setting up recurring appointments and events
• Practical session: Scheduling a complex cross-departmental meeting using the Scheduling Assistant and setting up a recurring team check-in

Module 18: Microsoft Outlook: Contacts, Tasks, and Delegation

• Creating and managing personal and shared Contact Groups
• Utilizing the Task feature for to-do lists and reminders
• Assigning and tracking delegated tasks
• Understanding and setting out-of-office automated replies
• Utilizing the Notes feature for quick information storage
• Practical session: Creating a contact group for a specific project team and delegating a new task to an imaginary colleague

Requirements:

·       Participants should be reasonably proficient in English.

·       Applicants must live up to Phoenix Training Center admission criteria.

Terms and Conditions

1. Discounts: Organizations sponsoring Four Participants will have the 5th attend Free

2. What is catered for by the Course Fees: Fees cater for all requirements for the training – Learning materials, Lunches, Teas, Snacks and Certification. All participants will additionally cater for their travel and accommodation expenses, visa application, insurance, and other personal expenses.

3. Certificate Awarded: Participants are awarded Certificates of Participation at the end of the training.

4. The program content shown here is for guidance purposes only. Our continuous course improvement process may lead to changes in topics and course structure.

5. Approval of Course: Our Programs are NITA Approved. Participating organizations can therefore claim reimbursement on fees paid in accordance with NITA Rules.

Booking for Training

Simply send an email to the Training Officer on training@phoenixtrainingcenter.com and we will send you a registration form. We advise you to book early to avoid missing a seat to this training.

Or call us on +254720272325 / +254725012095 / +254724452588

Payment Options

We provide 3 payment options, choose one for your convenience, and kindly make payments at least 5 days before the Training start date to reserve your seat:

1. Groups of 5 People and Above – Cheque Payments to: Armstrong Global Training & Development Center Limited should be paid in advance, 5 days to the training.

2. Invoice: We can send a bill directly to you or your company.

3. Deposit directly into Bank Account (Account details provided upon request)

Cancellation Policy

1. Payment for all courses includes a registration fee, which is non-refundable, and equals 15% of the total sum of the course fee.

2. Participants may cancel attendance 14 days or more prior to the training commencement date.

3. No refunds will be made 14 days or less before the training commencement date. However, participants who are unable to attend may opt to attend a similar training course at a later date or send a substitute participant provided the participation criteria have been met.

Tailor Made Courses

This training course can also be customized for your institution upon request for a minimum of 5 participants. You can have it conducted at our Training Centre or at a convenient location. For further inquiries, please contact us on Tel: +254720272325 / +254725012095 / +254724452588 or Email training@phoenixtrainingcenter.com

Accommodation and Airport Transfer

Accommodation and Airport Transfer is arranged upon request and at extra cost. For reservations contact the Training Officer on Email: training@phoenixtrainingcenter.com or on Tel: +254720272325 / +254725012095 / +254724452588