6366 Courses delivered Live Online

Ideal for those already using Excel but who really want to get to grips with formulas and functions. Course overview Duration: 1 day (6.5 hours) Our Excel Mastering Formulas and Functions course looks at how to confidently use formulas and functions within Excel. It looks at how to correctly construct formulas and explains how to build common formulas such as working with percentages. It investigates a range of built in Excel functions and shows you how to use the formula auditing tools to help when things go wrong.  This course is aimed at existing users of Excel who want to further their skills. Participants should be able to confidently create and amend worksheets. Objectives By the end of the course you will be able to: Construct Formulas Use a range of common Functions Work with absolute and relative references in formulas Create percentage calculations Use named ranges in formulas Use the XLOOKUP command Create formulas with date and use date functions Use formulas in conditional formatting Use a range of Count functions Use the formula auditing tools Content Formulas vs Functions Constructing formulas Using functions Common Excel functions Using the function wizard vs the formula bar Formulas in tables Absolute vs relative references in formulas Using absolute references in formulas Using partial absolute referencing Range Naming Naming ranges Using range names in formulas Single and multi-cell ranges Working with percentages Creating formulas with percentages Percentage breakdowns Percentage increases Formatting as a percentage Using Lookups Using XLOOKUP to insert information from other spreadsheets Calculating with dates Calculating with dates Using date functions Using formulas in conditional formatting Using conditional formulas Using functions in conditional formatting Count functions COUNT COUNTA COUNTBLANK Formula auditing Using the auditing facility Tracing how formulas are made up Tracing precedents and dependants Evaluating formulas Error checking Showing formulas on a sheet

Learn the basics of financial awareness and better understand the language used by accountants and how financial statements fit together within organisations. Course overview Duration: 2 days (13 hours)  This workshop will provide participants with a grasp of basic financial awareness, to help them to better understand the language used by accountants and how financial statements fit together. Training is done in a jargon-free way that is aimed building attendees’ confidence in using financial terms and concepts within their organisation.  Competent financial management has many aspects, it is wide reaching and requires multiple skills but if participants work to become organised and effective in planning, these skills can be easily acquired. There is a misconception that to be a good operational manager dealing with financial decisions people must be accounting or numerical geniuses. There are basic skills that attendees can easily learn that will support them in those areas.  Objectives  By the end of the course you will be able to: Identify the importance of financial management and its impact Identify the link between financial information and decision making Set, manage, monitor and review budgets Analyse financial statements Demonstrate the link between the statements, budgets and decision making. Content Financial Management Budgeting process (generic / client specific if possible) Forecasting and re forecasting process The need for accurate forecasting Accrual v cash accounting revisited Financial Objectives of the business Users of the accounts Financial Tools Depreciation and Amortisation Accruals and Prepayments Deferred and Accrued Income Costs, Opex and Capex Financial Statements The Income Statement The Balance Sheet Understanding capital employed The relationship between balance sheet and income statement The cash flow statement Profitability: gross, operating and net margins Review of client’s management information reports Building the Business Case Break even analysis Discounted Cash Flow Discount factors Net Present Value (NPV) Internal Rate of Return (IRR)

Understand what diversity and inclusion is and how to manage it affectively in the workplace. Course overview Duration: 1 day (6.5 hours) Diversity and Inclusion in the workplace will help you develop an understanding of why diversity and inclusion is important to a business, what it is and how individuals and teams can work effectively together and harness the power that comes from valuing diversity and promoting inclusion. Objectives  By the end of the course you will be able to: Describe why diversity and inclusion is important in teams and organisations Explain and overcome unconscious bias and other beliefs that cause exclusion and impact the workplace Recognise your own diversity and understand the value of diversity and inclusion in teams Develop an Action Plan to create an inclusive work climate Content Understand Diversity and Inclusion What the Equality Act 2010 says about diversity Understanding protected characteristics Learn how to create an optimum climate to unlock the power of a diverse teams Understanding Yourself and Unconscious Bias Identify your own unique characteristics and how these could impact your performance Examine self-limiting beliefs and how these can impact personal performance Experience how unconscious bias impacts our information gathering, problem solving, judgement and decision making Creating a Diverse and Inclusive Team Climate Understand the importance of respect, the role of trust and what valuing diversity really means Apply the ABC Model to the creation of a diverse climate:Awareness – be alert, self-aware and aware of othersBoundaries – understand how things can go wrong when working with others: boundaries, banter and bullyingCoaching – learn listening and coaching skills to promote inclusion Create an achievable, personal action plan that can be applied immediately in the workplace to improve diversity, promote teaming and create an inclusive work climate

Most organisations and businesses are trying to navigate the best way back to a functional working framework. But two things need to happen - 1. The working practices need to be efficient, sustainable and compatible for meeting the demands and needs of the organisation; it’s clients, it’s workforce and it’s Leaders 2. The culture needs to be welcoming, authentic and supportive otherwise there will be disenfranchisement and potentially a churn of staff and loss of talent What has been proven to be a very successful approach to mitigate the dangers of demotivated team members and poor efficiency levels is a bespoke ‘Ushering the Team Back to the Workplace’ workshop. Programme Outline Below is a template of an actual Programme that has been delivered very successfully for clients such as the NHS; Claranet; Jotun Paints & Workspace. This, however, can be modified to suit any group or size. It will be designed to reflect the Organisation’s preferred Hybrid working framework and communication systems. The options of having the innovative Real Play technique to help handle delicate conversations is especially effective. The biggest gain is to reconnect the relationships via the activities and exercises, which would be selected carefully. Key commitments and buy-in is always the priority outcomes - which this programme will help deliver in just 1 day. The objectives include: Making the transition back to working as a collaborative team Enhancing the Leadership skills of the team Reviewing/establishing the Hybrid working protocols Galvanising the Team spirit Maintain inclusivity among full-time; part-time and Region based team members Energising and motivational Fun! Exercise – Round the Bend The team are to follow the instructions delivered as they walk (and jump) through the route – always keeping a safe distance apart. The instructions become more complicated as they progress. Debriefing points: Dealing with Change Attention to Detail Adapting approach Optimising results Exercise - Number Crunch (3 x Cohorts of 12/13) The team must be effectively led and motivated to work as one unified group to reach their objective of visiting each numbered location within a very tight deadline. Debriefing points: Support and co-ordination Strategy and planning Adapting approach Optimising results Tutorial – Team Dynamics Tuckman model Phases of Development towards Maturity Exercise - Juggling (3 x Cohorts of 12/13) The group(s) will be invited to optimise the number of ‘clients’ (juggling balls) they can manage at one time. This involves devising a sequence between the group to achieve maximum results without making any mistakes. We introduce different balls which represent different degrees of complexity, challenging the group’s preparation and approach to a variety ‘customers’ needs. Debriefing points: Ensuring effective communication Clarifying the approach for dealing with the unexpected Setting expectations and reviewing delivery Treating every colleague with care and respect Tutorial - Email Etiquette The primary standards – best practices ABSURD model Preparation and planning Top Tips World Cafe The team are split into 5-6 sub-groups – each with a specific review focus:- What recommendations do you have to engage the team back into the Workplace? How do we ensure the framework is efficient? What are the best ways to optimise team working strategically when most/all team members are in the office? What potential barriers are there? How do we accommodate for the Regional team members? What are the benefits to bringing the team back to the workplace? Each session has 2 – 3 rounds with each table’s ‘host’ sharing feedback for applying to the Team Action Plan – or Charter. Debriefing points: Each Syndicate’s recommendations and capture the key actions they generate 'Real Play' We offer an innovative solution to bring real Leadership/team scenarios to life. We use actors who improvise scenarios which have been specified by the group. The group is split the group into 2 sub-groups, one with the Actor, the other with the Trainer. Each group has a brief and has to instruct their Trainer/Actor on how to approach the scenario supplied. The Actor and Trainer perform the role play(s) as instructed by their respective teams; however, during the action they can be paused for further recommendations or direction. The outcome is the responsibility of the team(s) – not the performers Assign 24 x ‘Directors’ (4 for each Player – Phil & Julia – for each Real Play. Potential Real Play Scenarios: Engaging with a team member as to how the new working plans will be applied. Overcoming concerns to the new working practices/framework Addressing issues where a team member feels excluded from the teamworking practices/culture Debrief the Programme Individual Action Plans Team Priorities for application into the workplace

Learn how to create a mail merge in Word to allow you to send personalized emails to groups of people. Course overview Duration: 2 hours This course looks at how you can create a list of contacts with emails and then build a document to email out to everyone. This ensures that everyone gets a personal email but no one else sees the recipients. Objectives  By the end of the course you will be able to: Create source data to use in a merge Create a document to email out Attach source data contacts Filter recipients Send out emails to all Content Creating source contact data Creating your source data in Excel Creating a Word mail merge document Starting a mail merge document Attaching your source contact data Building the document Emailing your document Previewing the results Running a test to a document Setting up any filters Sending your document to emails

Discover the more complex features of Word for long document creation. Course overview Duration: 1 day (6.5 hours) Our Word Document Production (Part 2) course shows you some of the more advanced features of Word that are key for long document creation. This course will enable you to create longer, more complex documents with ease, including adding cross references, headers and footers and a table of contents. This course is aimed at existing Word users who have attended our Word Document Production (Part 1) course or have equivalent knowledge and who want to extract the most out of the package. Objectives  By the end of the course you will be able to: Create, amend and use templates Use styles for easy formatting Work with section breaks Manage linked headers and footers Insert pictures and objects Add cross references Create a table of contents Use tracked changes Content Creating templates Creating templates Using templates Amending templates Using styles in templates Adding styles to a template Using Heading Styles Managing Styles Applying template style changes directly from a document Copying styles between templates Working with different types of section break Next page section breaks Odd and even section breaks Inserting page numbers, headers and footers Creating custom headers and footers Inserting fields Using Section breaks Dynamic linking between Sections Page numbering in Sections Graphics Inserting pictures Inserting objects from other packages Object text wrapping options Picture options Adding cross references Creating cross references Creating a table of contents Generating a table of contents Setting table of contents styles Updating a table of contents Track changes Setting track changes Accepting and rejecting changes Viewing comments The reviewing pan

Learn all the quick tips and tricks you didn’t know about in Word and how to properly setup new documents. Course overview Duration: 1 day (6.5 hours) Our Word Document Production (Part 1) course shows you how Word was designed to be used and demonstrates the powerful tools available. This course will enable you to originate professional documents with ease, ensuring that modifications are quick and uncomplicated. It looks at some of the common frustrations and how to avoid them. This course is aimed at existing Word users who want to get the best out of the package Objectives  By the end of the course you will be able to: Customise Word Use different Word views Use line, paragraph and page breaks correctly Set indents and tabs Use styles for easy formatting Work with section breaks Work with automatic correction features Insert and modify tables Content Word setup Using different views Customising the status bar Customising the Quick Access bar and Ribbon Document setup Using the Navigation Pane Using Show / Hide Line vs paragraph breaks Using page break Using the ruler Setting indents and tabs The different types of indent Using dot leader tab Bullets and numbering Working with simple numbered and bulleted lists Sorting lists Working with multi level lists Styles The importance of styles Creating, amending and applying Character Styles Amending and applying Paragraph Styles Setting bullet point styles Using the Style Inspector Reorganising a document Using Outline View Promoting and demoting headings Displaying Styles names in Draft and Outline views Page and number fomatting Section vs page breaks Setting page orientation Setting page margins Displaying page border Automatic corrections Working with Quick Parts Setting autocorrect options Autoformat while typing Creating simple tables Inserting or drawing a table Modifying table formatting Adding rows and columns Changing row heights and column widths

Ensure you can fully utilize this powerful tool to create a range of flowcharts and diagrams. Course overview Duration: 1 day (6.5 hours)  Microsoft Visio is a powerful tool designed to simplify complex information through the creation of simple, professional-looking diagrams. While Visio is capable of producing almost any type of drawing this training concentrates on flowcharts, swim lane process diagrams and organisation charts. You will also discover the real power of Visio by adding essential data to the content of your diagrams and producing reports in Excel using this data. This course is designed for either new users of Visio or those who have dabbled and can create basic diagrams. Our course will give you the skills and knowledge you need to navigate your way around this powerful program and produce different types of diagram. Objectives  By the end of the course you will be able to: Create and amend flowcharts Create cross functional (Swim Lane) process flows Produce organisation charts by importing data Add essential data to shapes Export diagram data reports to Excel Present, publish and print Visio diagrams Content Visio essentials Finding your way around Visio Using the ribbon and Quick Access toolbar Keyboard shortcuts Shapes and stencils explained What Visio can do for you Creating basic flowcharts Working with shapes Adding and deleting shapes Joining, aligning and sizing shapes Using Auto-Connect Labelling shapes and connectors Editing and improvinC flowcharts Amending shape and connector labels Using colours to emphasise Changing line styles Moving and copying objects Grouping diagram elements Quick ways of working Cross functional flowcharts Creating Cross-Functional Flowcharts Manipulating functional bands Creating off-page references within diagrams and hyperlinks to other documentation Organising charts and shape data Using the wizard to create an organisation Chart Importing existing Data into to create an organisation chart Modifying an organisation chart Shape Data Adding shape data to a shape Creating shape data sets Diagram reports Exporting data to a report in Excel Exporting to HTML Creating and customizing reports Presenting, publishing and printing Using Page Setup Print previewing Embedding backgrounds Adding headers and footers Converting your final documentation to PDF Saving as HTML Visio with PowerPoint

Get to grips with all the features of Teams, including calls and chats, Teams and Channels and Meetings Course overview Duration: 2 hours This session is aimed at those new or self-taught users of Teams to show them the features and how to setup and use it effectively. Objectives  By the end of the course you will be able to: Use the core functions of Microsoft Teams Set up Microsoft Teams Make Calls Send Chats to colleagues via teams Set up channels Run Teams meetings Content What is Teams Teams elements Setting up your Teams Setting up audio and video Using voicemail Setting voicemail language Calls and Chats Sending individual and group chats Making and receiving calls Missed call notification Searching Teams and Channels Creating channels Channel settings Setting channel notifications Emailing channels Creating private channels Posting to channels Alerting specific people in a channel Adding files to channels Sending links to channels Teams Meetings Setting up meetings Running meetings from channels Setting backgrounds Screen sharing in meetings Handing over control Creating meeting notes Adding files to teams or meetings Using the meeting chat

Learn the proper way to use PowerPoint and the background features that can make a real difference. Course overview Duration: 1 day (6.5 hours) Our PowerPoint – Professional Presentations course looks at creating professional, business focussed presentations quickly and easily. It ensures delegates are aware of the key concepts in using the tool such as slide masters and by the end of the day you will be able to create and run high quality presentations. This course is designed for new and existing users of PowerPoint who want to get the best out of the tool. Objectives  By the end of the course you will be able to: Create a new presentation Amend the slide master/template Create text slides Animate text on slides Insert pictures and objects Set object animation Insert and work with SmartArt Create charts Run a presentation Content Creating a new presentation Creating a new presentation from a template Using your company template Changing slide layouts Copying, deleting and inserting slides Using the slide master Modifying the Slide Master Using Slide layouts Multiple Slide Masters Slide dates, footers and numbers Creating text slides Working with bullet points Setting spacing Changing text and bullet styles Using Outline view Text animation on a slide Slide titles Bullet points Applying animation to the Slide Master Animating text Slide titles Bullet points Applying animation to Slide Master Drill Down vs Drill Through Review of drill down Creating drill through pages Using drill through Inserting and working with pictures Inserting pictures Inserting online pictures Formatting pictures Adding Drawings Inserting lines and shapes Using Quick Styles Selecting and grouping objects Aligning and positioning objects Add text to a shape Duplicating objects Object animation Simple object animations Working with SmartArt Inserting SmartArt Graphics SmartArt formatting Converting text to SmartArt Inserting charts Creating a slide with a graph Changing chart types Setting chart options Graph animations Presenting your presentation Slide show settings Using Presenter view Using the PowerPoint viewer Slide show presentation tips