Core Training for Microsoft Office Word 2003 (Course 4105)

• Basic computer literacy
• Basic understanding of Microsoft Windows
• Basic keyboarding experience

1. Pre-Assessment
2. Working with Documents
• Creating, Saving, and Closing Documents
• Viewing and Modifying Document Properties
• Opening and Viewing Existing Documents
3. Editing and Proofreading Documents
• Editing Documents
• Using Text-Entry Shortcuts
• Finding and Replacing Text
• Using an Outline to Rearrange Paragraphs
• Checking Spelling and Grammar
• Researching Information
• Changing the Appearance of Documents
• Changing the Look of Characters
• Changing the Look of Paragraphs
• Creating and Modifying Lists
• Formatting Text as You Type
• Using Styles to Change the Look of Text
• Using Templates to Change the Design of Documents
4. Presenting Information in Tables and Columns
• Presenting Information in Tables
• Formatting Table Information
• Presenting Text in Columns
5. Working with Graphics and Charts
• Inserting and Modifying Pictures
• Drawing and Modifying Shapes
• Inserting and Modifying Charts
6. Collaborating with Others
• Tracking Changes and Adding Comments
• Resolving Changes and Reviewing Comments
• Using E-Mail to Send Documents for Review
• Comparing and Merging Documents
7. Previewing and Printing a Document
• Previewing Documents for Printing
• Controlling What Appears on Each Page
• Printing Documents
• Printing Labels and Envelopes
8. Previewing and Creating Web Pages
• Previewing Word Documents as Web Pages
• Creating and Modifying Web Documents
9. Adding Hyperlinks to Documents
• Post-Assessment

Building Better Microsoft Office Word 2003 Documents in Less Time (Course 4008)

• Create or edit complex documents more effectively, in less time.
• Create documents that are more professional-looking as well as being easier to manage for long-term collaboration and editing needs.
• Understand the underlying concepts of Word, in order to take on unfamiliar Word tasks more confidently and more efficiently.

• Word experience, including entering text and basic text formatting; saving, accessing, and printing documents; familiarity with the most common document views including Normal view, Print Layout, and Print Preview.
• Knowledge on how to navigate in a document and at least some experience with basic tools such as Find and Replace, Comments, Bookmarks, Track Changes, AutoText, and AutoCorrect options; be aware of the Options dialog box on the Tools menu.
• Additional experience in Word, such as: formatting paragraph styles and applying them in a document, creating tables using Word, and some familiarity with the basics of formatting a table’s structure and text within a table.
• using graphics in a Word document, and some familiarity copying content between Word and other Office applications—such as pasting charts or tables into Word from Excel or diagrams into Word from PowerPoint.

• Walkthrough 1: Introducing the Core Concepts of Microsoft Word
• Walkthrough 2: The Three Levels of Formatting
• Walkthrough 3: The Third Level—Understanding Sections
• Introduction to the Key Components of Complex Word Documents After completing this module, students will be able to:
• Understand the approach of this course.
• Understand how content is organized in a Word document.
• Understand how to identify the best practices for accomplishing tasks in Word.

• Walkthrough 1: The Benefits of Word Styles
• Walkthrough 2: Create and Manage Paragraph Styles
• Exercise: Building a Better Document—Using Styles Effectively
• Best Practices for Working with Styles After completing this module, students will be able to:
• Understand the importance of styles to Word documents.
• Create and use paragraph styles effectively.

• Walkthrough 1: Using Tables to Simplify Your Documents
• Walkthrough 2: Timesaving Techniques for Creating and Managing Tables
• Exercise: Building a Better Document—Mastering Complex Layouts
• Best Practices for Working with Tables After completing this module, students will be able to:
• Understand the many uses of tables.
• Create and manage tables more easily and more effectively.

• Walkthrough 1: Understand Picture and Object Types in Word
• Walkthrough 2: Placing Graphics Securely in Word
• Exercise: Building a Better Document—Managing Graphics with Ease
• Best Practices for Working with Graphics After completing this module, students will be able to:
• Understand the differences in picture and object types and how they affect documents.
• Understand the benefits of using other Office programs to create some types of document graphics.
• Place and manage graphics in Word more easily and with better results.

• Walkthrough 1: Simplify Your Work with Fields
• Walkthrough 2: Create and Edit Field Codes
• Exercise: Building a Better Document—Adding a Table of Contents After completing this module, students will be able to:
• Understand what fields are and how they can be used.
• Create and edit fields directly on screen, as both a timesaver and for added formatting flexibility.
• Access additional resources for help in creating and managing Word documents as well as to learn more about document production using Word and other Microsoft Office programs.

Core Training for Microsoft Office Outlook 2003 (Course 4104)

• Basic computer literacy
• Basic understanding of Microsoft Windows
• Basic keyboarding experience

1. Pre-Assessment
2. Working with Outlook
   • Creating New Messages
   • Viewing and Printing Messages
   • Responding to Messages
   • Using Address Books
   • Attaching Files to Messages
3. Managing E-Mail Messages
   • Formatting Messages
   • Changing Message Settings and Delivery Options
   • Customizing How You View Messages
   • Managing Messages with Color
   • Adding Signatures to Messages
   • Flagging Messages for Follow-Up
4. Finding and Organizing E-Mail Messages
   • Finding and Categorizing Messages
   • Filtering Messages
   • Using Search Folders
   • Organizing Messages in Folders
   • Managing Messages through Rules
   • Saving Messages in Other Formats
5. Managing Your Calendar
   • Looking at Calendars in Different Ways
   • Scheduling Appointments and Events
   • Updating and Organizing Appointments
   • Defining Your Available Time
   • Labeling Appointments with Color
   • Printing Calendars
6. Scheduling and Managing Meetings
   • Scheduling Meetings
   • Responding to Meeting Requests
   • Updating and Canceling Meetings
   • Using Multiple Calendars
   • Saving a Calendar as a Web Page
7. Creating and Organizing a List of Contacts
   • Creating and Updating Contact Information
   • Organizing Contact Information
   • Tracking Dealings with Contacts
   • Sending and Receiving Contact Information
   • Printing Contact Information
8. Keeping Track of Information
   • Creating and Updating Tasks
   • Accepting, Declining, and Delegating Tasks
   • Organizing Tasks
   • Managing Tasks Assigned to You
   • Creating, Updating, and Sharing Notes
   • Organizing Notes
9. Post Assessment

Advanced Training for Microsoft Office Outlook 2003 (Course 4107)

• Completed Core Training for Microsoft Office Outlook 2003, or equivalent experience with the basic features and tools of Outlook.

1. Pre-Assessment
2. Managing E-Mail Messages
   • Finding and Categorizing Messages
   • Filtering Messages
   • Managing Messages in the Inbox and Search Folders
   • Managing Messages through Rules
   • Sharing Access to Your Outlook Folders
   • Archiving Messages
3. Working with Calendars, Contacts, and Public Folders
   • Sharing Your Calendar
   • Connecting Contacts with Calendar Items
   • Creating and Printing Calendar Views
   • Using Public Folders
4. Customizing and Configuring Outlook
   • Customizing Outlook
   • Creating a Personal Folders File
   • Creating and Using Distribution Lists
   • Setting Up Secure E-Mail
   • Specifying Advanced E-Mail Options
   • Customizing Windows SharePoint Services Alerts
5. Using Outlook with Other Programs
   • Importing Information into Outlook
   • Exporting Outlook Data to Other Programs
   • Creating and Using Forms
   • Distributing Forms for Others to Use
   • Sending Form Letters to Contacts
   • Integrating Tasks from Microsoft OneNote
6. Working from Multiple Locations
   • Connecting to Outlook
   • Configuring Outlook for a Dial-Up Connection
   • Working Offline with Cached Exchange Mode
   • Using Offline Folders
7. Accessing Outlook on the Web
   • Viewing and Sending Messages in Outlook Web Access
   • Organizing Messages in Outlook Web Access
   • Working with the Calendar in Outlook Web Access
   • Working with Contacts in Outlook Web Access
   • Using Other Outlook Folders in Outlook Web Access
8. Post Assessment

Core Training for Microsoft Office Excel 2003 (Course 4106)

• Basic computer literacy
• Basic understanding of Microsoft Windows
• Basic keyboarding experience

1. Pre-Assessment
2. Getting to Know Excel
   • Introducing Excel
   • Saving Changes to an Existing Workbook
   • Organizing Data
   • Creating and Using Lists
   • Creating a Workbook
   • Checking and Correcting Data
3. Setting Up a Workbook
   • Making Workbooks Easier to Work With
   • Making Data Easier to Read
   • Adding a Graphic to a Worksheet
   • Managing Comments
   • Naming Groups of Data
4. Performing Calculations on Data
   • Creating Formulas to Calculate Values
   • Finding and Correcting Errors in Calculations
   • Rounding Results in Statistical Functions
5. Changing Document Appearance
   • Changing the Appearance of Data
   • Applying Styles and Formats to Data
   • Making Numbers Easier to Read
   • Making Printed Worksheets Easier to Read
   • Positioning Data on a Printed Page
6. Filtering and Reordering Data
   • Limiting the Data That Appears on the Screen
   • Sorting a Data List
   • Organizing Data into Groups
7. Combining Data from Multiple Sources
   • Creating a Template from an Existing Worksheet
   • Working with More Than One Set of Data
   • Linking Data to Other Workbooks
   • Grouping Multiple Workbooks
8. Creating Charts
   • Creating a Chart
   • Customizing Chart Labels and Numbers
   • Creating Diagrams
9. Printing
   • Lesson Introduction
   • Printing Worksheets
   • Printing Part of a Worksheet
   • Printing a Chart
10. Collaborating in Excel
    • Saving a Workbook for the Web
    • Comparing Workbooks
    • Using Smart Tags to Acquire Real-Time Data
11. Lost Assessment

Forecasting and Trend Analysis Using Microsoft Office Excel 2003 (Course 4002)

• Describe the role data forecasting plays in organizational planning.
• Identify the positive and negative aspects of data forecasting.
• Create formula-based data forecasts.
• Define best, middle, and worst case scenario data.
• Establish target values using Goal Seek.
• Calculate moving averages.
• Chart moving averages interactively.
• Calculate Net Present Value and Internal Rate of Return.
• Define and solve problems in Solver.

Advanced Training for Microsoft Office Excel 2003 (Course 4101)

1. Pre-Assessment
2. Working with Excel and Other Office Programs
   • Creating a Template from an Existing Worksheet
   • Modifying Workbook Settings
   • Using Custom Data Formats
   • Sharing Data Between Excel and Other Office Programs
3. Organizing Data
   • Limiting the Data That Appears on the Screen
   • Performing Calculations on Filtered Data
   • Validating Data
   • Changing Data Appearance Based on Value
   • Summarizing and Grouping Multiple Sets of Data
4. Performing Calculations on Data
   • Naming Cell Ranges
   • Creating Formulas to Calculate Values
   • Finding and Correcting Errors in Calculations
5. Analyzing Data
   • Defining and Editing Alternative Data Sets
   • Defining Multiple Alternative Data Sets
   • Working with Goal Seek and Solver
   • Analyzing Data with Descriptive Statistics
6. Working with PivotTables
   • Creating and Using PivotTables
   • Editing PivotTables
   • Creating PivotTables from External Data
7. Working with Graphics and Charts
   • Formatting and Resizing Graphics
   • Creating a Chart
   • Creating a Dynamic Chart Using PivotCharts
8. Working with Database Data and Macros
   • Locating and Retrieving Data from a Database
   • Summarizing List Data
   • Introducing Macros
   • Creating and Modifying Macros
9. Publishing on the Web and Using XML
   • Converting an Excel Workbook to XML
   • Using XML Data Capabilities and Retrieving Web Data
   • Publishing Worksheets and PivotTables on the Web
10. Collaborating in Excel
    • Sharing and Comparing Workbooks
    • Managing Comments
    • Tracking and Managing Changes
    • Protecting Workbooks and Worksheets
11. Post Assessment

Effective Communication & Team Management

This instructor-led block of courses is designed to provide an intensive, hands-on 2 day classroom training experience to help Program Workers improve their skills with key productivity software applications and learn more about effectively managing teams and projects. Topics covered are:

• Building Better Microsoft Office Word 2003 Documents in Less Time (Course 4008)
• Time and Task Management Using Microsoft Office Outlook 2003 (Course 4006)
• Summarizing Microsoft Office Excel 2003 Data to Make Better Business Decisions (Course 4003)
• Project and Team Management Fundamentals

• Create or edit complex documents more effectively, in less time.
• Create documents that are more professional-looking as well as being easier to manage for long-term collaboration and editing needs.
• Understand the underlying concepts of Word, in order to take on unfamiliar Word tasks more confidently and more efficiently.

• Word experience, including entering text and basic text formatting; saving, accessing, and printing documents; familiarity with the most common document views including Normal view, Print Layout, and Print Preview.
• Knowledge on how to navigate in a document and at least some experience with basic tools such as Find and Replace, Comments, Bookmarks, Track Changes, AutoText, and AutoCorrect options; be aware of the Options dialog box on the Tools menu.
• Additional experience in Word, such as: formatting paragraph styles and applying them in a document; creating tables using Word, and some familiarity with the basics of formatting a table's structure and text within a table.
• using graphics in a Word document, and some familiarity copying content between Word and other Office applications—such as pasting charts or tables into Word from Excel or diagrams into Word from PowerPoint.

• Walkthrough 1: Introducing the Core Concepts of Microsoft Word
• Walkthrough 2: The Three Levels of Formatting
• Walkthrough 3: The Third Level—Understanding Sections
• Introduction to the Key Components of Complex Word Documents After completing this module, students will be able to:
• Understand the approach of this course.
• Understand how content is organized in a Word document.
• Understand how to identify the best practices for accomplishing tasks in Word.

• Walkthrough 1: The Benefits of Word Styles
• Walkthrough 2: Create and Manage Paragraph Styles
• Exercise: Building a Better Document—Using Styles Effectively
• Best Practices for Working with Styles After completing this module, students will be able to:
• Understand the importance of styles to Word documents.
• Create and use paragraph styles effectively.

• Walkthrough 1: Using Tables to Simplify Your Documents
• Walkthrough 2: Timesaving Techniques for Creating and Managing Tables
• Exercise: Building a Better Document—Mastering Complex Layouts
• Best Practices for Working with Tables After completing this module, students will be able to:
• Understand the many uses of tables.
• Create and manage tables more easily and more effectively.

• Walkthrough 1: Understand Picture and Object Types in Word
• Walkthrough 2: Placing Graphics Securely in Word
• Exercise: Building a Better Document—Managing Graphics with Ease
• Best Practices for Working with Graphics After completing this module, students will be able to:
• Understand the differences in picture and object types and how they affect documents.
• Understand the benefits of using other Office programs to create some types of document graphics.
• Place and manage graphics in Word more easily and with better results.

• Walkthrough 1: Simplify Your Work with Fields
• Walkthrough 2: Create and Edit Field Codes
• Exercise: Building a Better Document—Adding a Table of Contents After completing this module, students will be able to:
• Understand what fields are and how they can be used.
• Create and edit fields directly on screen, as both a timesaver and for added formatting flexibility.
• Access additional resources for help in creating and managing Word documents as well as to learn more about document production using Word and other Microsoft Office programs.

• Use dated and undated tasks, combined with context and categorization to make an informed decision about the next most important thing that needs to be done at any given time.
• Effectively customize and manage the Task Pad and Task window in Outlook to provide the right types of information for various life and business scenarios.
• Learn how to make e-mail more useful and get faster, more accurate responses by creating meaningful subject lines.
• Learn how to use drag-and-drop techniques to instantly convert e-mail into calendar events or tasks. Students will also learn how these techniques can be used to attach the e-mail (including any file attachments) or convert the e-mail body to a text note in the new appointment or task.
• Use custom views to create the “Outlook Dashboard” to bring all of the information necessary to properly manage time and tasks into one central location.

• Experience as business professionals who work within Outlook and Microsoft Office as a regular part of their day.
• A working familiarity with Outlook as a communications platform; specifically through e-mails, appointments and reminders, and tasks.
• A general awareness of time management principles, and a desire to take control of their day.

• Outlook Is An Information Processor
• Walkthrough: Panes and Views in Outlook
• Walkthrough: Configuring the Navigation Pane
• Discussion: Challenges to be Addressed After completing this module, students will be able to:
• Know how to use Outlook as an information processor.
• Navigate Outlook quickly and easily.
• Understand the purpose of each Outlook tool
• Customize Outlook for everyday use.

• Two Approaches for Two Kinds of Mail
• E-Mail: Process, Then Take Action
• Exercise 1: Creating an Effective Filing System
• Exercise 2: How to Process E-Mail
• Discussion: How to Process Task-Oriented E-Mail After completing this module, students will be able to:
• Describe the difference between processing e-mail and taking action on the tasks contained in those messages, and also explain the importance of keeping these two activities separate.
• Create an efficient filing system for processed e-mail.
• Perform a first-pass scan of Inbox e-mail by subject line to immediately file or delete items that do not require an action on your part.
• Decide how to act on each remaining message using the 3D Filter.

• Keyboard Shortcuts in the Outlook Calendar
• Walkthrough 1: Creating an Effective Appointment
• Exercise 1: Cleaning Up Your Calendar
• Walkthrough 2: Creating Appointments from E-Mail
• Exercise 2: Using Labels and Customizing Labels
• Discussion: A Well-Organized Calendar

• Use navigational and functional keyboard shortcuts to work more efficiently in Outlook.
• Create effective meeting requests and announcements.
• Describe the difference between items that do and do not belong on the calendar.
• Describe the purpose of appointments that you make with yourself.
• Describe how e-mail, meetings, and tasks interrelate.
• Create and maintain an efficient calendar organization system using categories and labels.

• How to Use Tasks
• Walkthrough 1: Creating a Custom View
• Exercise: Creating and Applying Categories
• Dated vs. Undated Tasks
• Walkthrough 2: Creating Tasks
• Discussion: The Role of Tasks

• Describe the difference between a task and a project.
• Define and use custom views.
• Assign categories to tasks and attach contacts.
• Create task actions by including necessary information.
• Understand when to use dated and undated tasks.
• Create tasks.
• Describe how e-mail messages, calendar items, and tasks flow together in a time- and task-management system.

• Introduction to the Dashboard
• Walkthrough: Creating the Dashboard
• Exercise 1: Using the TaskPad
• Exercise 2: Configuring the TaskPad
• Discussion: Outlook as a Time Management Tool After completing this module, students will be able to:
• Create a custom calendar view.
• Organize access to multiple Outlook resources.
• Use the TaskPad to create new tasks.
• Configure the TaskPad display.
• Use the Outlook Dashboard to access all of your commitments.

• Describe the role business intelligence plays in organizational planning and explain how to extend business intelligence analysis beyond the spreadsheet.
• Use data lists and SUBTOTAL formulas to summarize their Excel data.
• Create and use PivotTables to visualize worksheet data.
• Limit the data displayed in a PivotTable to only the data needed to make a specific decision.

• Experience with analyzing business data to make decisions about products, projects, and strategic direction.
• The ability to create formulas, including advanced formulas using the Insert Function dialog box.
• The ability to create line graphs and column charts from Excel data.

• What Is Business Intelligence?
• The Need for Business Intelligence
• Discussion: The Need for Business Intelligence
• Summary of Discovering Business Intelligence in Excel After completing this module, students will be able to:
• Describe the business intelligence process.
• List the needs for business intelligence.
• Explain how to extend business intelligence analysis beyond the spreadsheet.
• Summarize business intelligence analysis in Excel.

• Demonstration: Revealing Information in Data Lists
• Walkthrough 1: Creating a Data List
• Walkthrough 2: Creating a Crosstab Table
• Walkthrough 3: Creating a SUBTOTAL Formula
• Walkthrough 4: Filtering a Data List
• Tips and Tricks for Using Data Lists and SUBTOTAL Formulas

• Create a data list.
• Filter data lists.
• Add a Total row to a data list.
• Summarize data using SUBTOTAL formulas.

• The Power of PivotTables
• Demonstration: Exploring the Capabilities of PivotTables
• Walkthrough 1: Creating a PivotTable
• Walkthrough 2: Pivoting a PivotTable
• Walkthrough 3: Adding Fields to and Removing Fields from the PivotTable
• Using PivotTables to Reveal Business Intelligence

• Describe PivotTable views.
• Create a PivotTable.
• Pivot a PivotTable.
• Add fields to and remove fields from a PivotTable.

• Demonstration: Filtering Data in PivotTables
• Exercise 1: Filtering a PivotTable
• Walkthrough 1: Filtering a PivotTable by Using Page Fields
• Walkthrough 2: Formatting a PivotTable
• Walkthrough 3: Creating a PivotChart
• Revealing Business Intelligence by Using Excel
• Discussion: Taking Business Intelligence Outside the Workbook

• Filter a PivotTable.
• Filter a PivotTable using Page fields.
• Apply an AutoFormat to a PivotTable.
• Create a PivotChart.

• Discuss the phases of the Project Management Life Cycle and a project manager's role in each phase.
• List and discuss basic project success criteria and common reasons for project failure, especially IT projects.
• Discuss techniques for setting up a strong project team.
• List and discuss elements of a Risk Management Plan.
• Discuss techniques for planning and sequencing project activities, including the Work Breakdown Structure and the Network Logic Diagram.
• Identify the Critical Path for completing a project on schedule.
• List and discuss the cost elements that should be included in a project budget.
• Discuss techniques for controlling for deviation from budgets and schedules.
• Discuss key elements of project management communications and reporting tools.
• Discuss key activities of project close-out.

• Lesson 1: The Project Management Life Cycle
• Lesson 2: Setting Up for Success
• Lesson 3: The Project Team
• Lesson 4: Risk Management
• Lesson 5: Project Plans
• Lesson 6: The Project Schedule
• Lesson 7: The Project Budget
• Lesson 8: Project Tracking and Control
• Lesson 9: Project Reports
• Lesson 10: Project Close-out