Microsoft Office Planning Tools

Microsoft Office Planning Tools Course

1 Day Course

Closed tailored Microsoft Office courses with our trainer teaching the tools helpful for planning are available on your site or at our premises.

The daily fee is £645.00 plus vat (up to 8 attendees).

Scheduled public courses are held at Preston, Liverpool, Manchester & London.

One- Day Microsoft Office Introduction Course | 1 delegate £225.00 plus VAT
*Book 2 or more delegates and receive significant discounts. Click here for information.

Introduction

This one-day instructor led course has been developed to assist attendees to gain a better understanding of the useful features of the planning tools within Microsoft Office. At the end of the day attendees will have a better understanding of how each application can be applied in their workplace. We will also provide useful tips and shortcut features that should save attendees time and allow them to work more efficiently.

Course Objectives

By the end of this course, participants will:

  • Understand the role of Microsoft tools in workplace planning.
  • Understand how Microsoft Excel features can help with planning and presenting data.
  • Collaborate and track progress using Microsoft Teams and Planner.

Pre-requisites

The participants should have:

  • A basic understanding of Microsoft Office applications (Word, Excel, Outlook, and Teams).
  • A laptop or device with Microsoft Office 365 for hands-on exercises during the session.

Course Content

Introduction to Workplace Planning

  • Overview of planning principles.
  • Key Microsoft tools for planning: Excel, Teams, Planner & Outlook.

Building a Workplace Planning Framework

  • Using Excel to create templates for planning and tracking.
  • Using formulas and conditional formatting for data analysis.

Presenting the Plan Effectively

  • Embedding live data from Excel.
  • Creating roadmaps and timelines.
  • Visualising plans with charts and tables.

Collaboration and Execution

  • Streamlining communication with Microsoft Teams.
  • Managing tasks and tracking progress with Planner.

Q&A and Summary

  • Recap of tools and techniques.
  • Addressing participant queries.