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Efficiency Training: List of Office Training Programs

Below are examples of Microsoft Office training programs we've delivered. Many have specific versions for industries like law and accounting. These descriptions are merely one set of options to give you a feel for our work; every client engagement is geared to their specific needs.

Microsoft Word

Welcome to Word 2007 — No matter how experienced your employees are with prior versions of Word, Word 2007 is a huge shift. You could argue that your employees will “figure it out”, but that would be missing the point — why waste time and get frustrated when it would cost a lot less to introduce the new features and, better yet, teach your employees the most productive way to work with the Word 2007 interface?

Efficiency Techniques for Everyday Operations — No matter their skill-level, your employees will learn tricks they wish they knew years ago in this course. Not only will this program cover the features with which many people have difficulty with, like revealing codes, advanced search & replace, and AutoTexts, it will focus on developing good habits for all document creation: keyboard shortcuts, understanding the ruler, utilizing Undo, and avoiding common frustrations.

Document Re-Usage with Templates and Styles — Any organization that has similar formatting throughout their documents can save significant time by learning how to create, modify, and apply Word's styles. 95% of Word's users don't use styles, but just about everyone will immediately save time by working with them. Similarly, whether you're working with contracts, proposals, pleadings, articles, or brochures, a template can significantly speed up the process and improve the professionalism of your work product. In addition Word 2003 and Word 2007 have many new features that help with document templating.

Working with Long and Complicated Documents — Sections, headers and footers, and page layouts can get tricky in large documents. Solutions to the most common quandaries for complicated legal documents, manuals, manuscripts, and other documents have proven a lifesaver for many organizations. This course will help your advanced employees to make complex documents not only look right, but behave predictably and consistently.

Document Collaboration and Conversion — Working with others on documents has gotten easier with every new version of Word. 2000, XP, 2003 and 2007 have all significantly changed and improved from the previous incarnation. We'll explain how to use document collaboration effectively, which will help to avoid document corruption and prevent the spread of metadata that you don't want other editors or clients to see. This course will not only touch on Word's features but will also focus on the related workflow issues of document collaboration.

Microsoft Excel

Welcome to Excel 2007 — No matter how experienced your employees are with prior versions of Excel, Excel 2007 is a huge shift. You could argue that your employees will “figure it out”, but that would be missing the point — why waste time and get frustrated when it would cost a lot less to introduce the new features and, better yet, teach your employees the most productive way to work with the Excel 2007 interface?

Efficiency Techniques for Everyday Operations — No matter their skill-level, your employees will learn the tricks they wish they knew years ago in this course. Not only will this program cover the features with which many people have difficulty, like printing particular sections, linking worksheets, pivot tables, and making spreadsheets easy to manage, but it will focus on developing good habits for all spreadsheet work: keyboard shortcuts, using the Data menu, utilizing Undo, and avoiding common frustrations.

Mining for Useful Data — Using the powerful sort, filter, subtotal, pivot table, and query-like features, Excel can narrow tens of thousands of entries to exactly the results you want. We'll show you how to do it, fast.

Microsoft Outlook

Welcome to Outlook 2007 — No matter how experienced your employees are with prior versions of Outlook, Outlook 2007 is a huge shift. You could argue that your employees will “figure it out”, but that would be missing the point — why waste time and get frustrated when it would cost a lot less to introduce the new features and, better yet, teach your employees the most productive way to work with the Outlook 2007 interface?

For the Busy Professional — There are many timesaving tricks and customer management best practices in Outlook, especially with its newest releases: 2003 and 2007. Using Ctrl+K, creating categories, associating activities with contacts, associating contacts with each other, and working collaboratively are all features that can increase Outlook's organizational accuracy and search capabilities. We'll explain each of these while offering advice for managing email and making your personal Outlook much more organized and easy to manage.

Microsoft PowerPoint

Welcome to PowerPoint 2007 — No matter how experienced your employees are with prior versions of PowerPoint, PowerPoint 2007 is a huge shift. You could argue that your employees will “figure it out”, but that would be missing the point — why waste time and get frustrated when it would cost a lot less to introduce the new features and, better yet, teach your employees the most productive way to work with the PowerPoint 2007 interface?

From Amateur to Professional — PowerPoint is a powerful application that doesn't require design creativity or artistic skill in order to make powerful and professional presentations. This training program will help you cross the line from amateur to professional by explaining how to utilize professional background images, effective color schemes, simple layering, and importing from other Office applications.

Annotating and Animating — For the user familiar with PowerPoint, this program will describe and explain the custom animation features used in PowerPoint XP, 2003, and 2007. Special attention will be given to annotating presentations with layers and imported images, movies, and sounds.

Tablet PC and Microsoft OneNote

(More Information on OneNote Training)

Using the Tablet as More than a Laptop — This training program provides an overview for both new and experienced Tablet users on the unique capabilities of the Tablet PC and its operating system. Similar to how a word processor is more than a typewriter, the Tablet PC opens up a number of possibilities for annotating documents, eliminating paper, visualizing processes, presenting effectively, editing graphics, taking notes, and increasing your overall professionalism. The goal of this program is to allow a Tablet owner to get the most of their purchase in terms of productivity, convenience, professionalism, all while identifying the pitfalls to avoid.

Organizing and Simplifying Your Worklife with OneNote — This program, which can be adapted for Tablet PC users or non-Tablet PC users, will show you the many strengths of OneNote: taking and organizing notes, searching notes, integrating with Outlook, using flags, making audio recordings, sharing notes, etc. It will also share a variety of the "lessons-learned", so that trainees can avoid some of the obstacles that plague many new users of OneNote. By the end of this course, many will wonder how they ever lived without this powerful application.

Development and Automation Efficiency Training Document Design

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