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Starting MS Office Class - Need help please

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Greetings, All.

Over the past few years at my current job, I have spent some time teaching individual users how to do minor things in Outlook & MS Office. "Here's how you add a signature", "This is what you do to wrap text", etc. Now, however, the district manager has asked me to teach a formal class of about 6 or 7 students how to get the best out of Excel, Word and Outlook (2000 mainly, but some have 97).

As a fairly strong intermediate user (and probably one of the most knowledgeable people in our district), I know a good deal, but suddenly I find myself at a loss as to how to approach this situation. Usually, I am responding to "help me do this!" types of queries instead of setting up any type of formal or official class.

So, I'm asking for help. Does anyone know where I can go to get some decent un-technical resources to help me structure this class? Any suggestions as to what YOUR most commonly asked Office/Outlook questions are that I could include? Unfortunately, I don't think the boss is going to give me more than 3 or 4 hours to cover these topics and truthfully, most of these people don't use the really advanced options in these programs (such as merging mail lists, setting up web pages/public folders, or linking objects into documents & spreadsheets).

Any help you could give me would be greatly appreciated. Thanks, All! (This is also posted in the Client Support discussion group)

Catadmin
MCP,MCSA

25 replies

by dmiles

I would suggest that cold calling some computer training schools or a friend that knows a instructor in computer training that could give me some resource tips and training manuals on the basic office training.
It would be helpful to check with the local college in your area that will have instructional manuals for student training in basic learning of office suite.

by sgt_shultz

i would ask my students. and boss. put out pre-course questionairre. with 6 or 7 you can really target what they want to know.
spell check
headers footers
styles
hanging indents
keyboard shortcuts
wizards - letter, mail merge
e cards
interfacing with palm or handspring
simple summing formulae
sorting in excel
password protecting your sensitive document
email etiquette (don't forward virus warnings, how/when to use bcc: using priority tags)
recovered documents
auto save
views in outlook
stationery in outlook

by maxwell edison

You have 7 people to train, you think that you'll be limited to 4 training hours, and your training material is not developed.

No problem. I think you may have an easier time with this than you think. Training can be an extremely rewarding experience for everyone involved - especially the trainer. But the first thing you need to do is to approach it with confidence and enthusiasm. Here are some additional tips that may help.

?h Develop the materials. Without knowing what you do, how you use the software, how it??s all applied or shared, and other particulars about your needs, I??ll not list a bunch of things that you ??could?? talk about. But rather I??ll suggest that you simply do an Internet search, and use search queries like, MS-Office Tips and Tricks, Excel tips, Excel training material, Outlook Tips, and so on. You??ll get scores of hits to pages with just about anything you can think of. You can then pick and choose the topics and subjects that best apply to your applications and situations, add the ones that you already know you have to discuss, and leave the rest up to the students. (I??ll explain later.) You may want to buy a book or two, but you could probably get by with what you have, what you find on the net, and by using the help functions within the software. Print out things from the help files and from what you find on the net to aid in developing your material and handouts. And yes, you??ll want some handouts. (One such example: http://ndcse.med.navy.mil/About-Us/MID/Tips/msword.html )

?h Plan to spend about two hours to develop your material and plan your presentations for each hour of training time. So if you have 4 hours of training time to cover, you??ll need 8 hours (at least) to plan, prepare and organize. This is probably a minimum, as you could spend more time, especially considering the fact that you need to first find your materials.

(continued...)

by maxwell edison

Have handouts, even it is not much more than a copy of your training outline. But let them hear it, and let them read it.

Have a computer setup to demonstrate. If you tell them something, they might remember it. If you show them something, they?re more likely to remember it.

Have a ?homework? exercise for them to do. If they do something, they?re most likely to remember it.

I would suggest that you not try to cover everything in one long session. You could try to do 4 hours of training over a 5-hour period of time, stopping for 15-20 minute breaks a few times, but there are more reasons to extend it over a longer period of time. (The reasons will become clear below.)

Personally, I would want four one-hour sessions. This is for two reasons. First of all, it?s hard to talk for much more than an hour at a time without getting worn down. You?ll stay sharper and fresher if you spread it out. Second, it?s also hard for the students to stay focused for much longer than that. In addition, the retention rate will be better if it?s broken up a bit, and it will provide some time for them to try the things they learned, perhaps later asking questions about something that came up. So I would suggest a one-hour session, once a week, for four weeks.

If you can get the company to spring for lunch, a lunch seminar would be a great setting. (Lunch for 7-8 could be purchased (and delivered) for $100 or less, and it?s a great little enticement to get the students to eagerly approach the training.)

(continued...)

by maxwell edison

I said earlier that your students could help you determine the necessary material and subjects to cover. In your first session, you could plan to spend about 30-40 minutes discussing and demonstrating some known issues. The remaining 20-30 minutes could be spent discussing the answers that the students will provide to a questions you ask of them. Ask them, What is it you want covered in these training sessions? What are you unsure of? What have you struggled with? What do you need help with? And so on. The students will let you know what they need to know. This could also be one of the handouts ? a questionnaire ? that they will fill out and turn it. Or better yet, both a questionnaire and a discussion.

After that first meeting in which you?ve gathered the student feedback, you can complete your training plans and materials for the next three meetings.

Don?t be afraid to say, ?I don?t know?. In fact, in my training sessions, I often find myself saying something like; "I?ve never run across that before. Can anyone else shed any light on that? Has anyone else found a way to do that, a way around that?? No one knows everything about everything, not even the trainers. Moreover, a little class participation is always better than just sitting and listening. (Actually, I kind of like that situation, as it gives me a chance to take a slight breather ? and take a bite of my club sandwich.)

Encourage questions and participation. One person?s question or comment will surely tweak a thought or idea in someone else. You could even see your role as a facilitator of training, rather than the sole trainer. This, of course, depends on the students. (However, be careful of the person who might want to dominate the discussions.)

(continued...)

by maxwell edison

Have someone take notes, meeting minutes, if you will. If you don?t have a person like that available (not a student, not the trainer), have a tape recorder running. This way you?ll know what was covered, what was decided, what was asked, etc. Moreover, send these meeting minutes to all the students after the meeting, but before the next one. Not only will this provide a written reference to what was covered, but it will also entice someone to speak up and ask for a review of something that was initially misunderstood.

Try to have some fun. Tell a joke or two, but only if that?s your ?style?. Relax and be open to go with the flow.

And on the last day of training, pass around some Ben and Jerry?s.

by maxwell edison

REPOST OF THAT FIRST PART - It got weird in the cut and pasting.

You have 7 people to train, you think that you'll be limited to 4 training hours, and your training material is not developed.

No problem. I think you may have an easier time with this than you think. Training can be an extremely rewarding experience for everyone involved - especially the trainer. But the first thing you need to do is to approach it with confidence and enthusiasm. Here are some additional tips that may help.

Develop the materials. Without knowing what you do, how you use the software, how it?s all applied or shared, and other particulars about your needs, I?ll not list a bunch of things that you ?could? talk about. But rather I?ll suggest that you simply do an Internet search, and use search queries like, MS-Office Tips and Tricks, Excel tips, Excel training material, Outlook Tips, and so on. You?ll get scores of hits to pages with just about anything you can think of. You can then pick and choose the topics and subjects that best apply to your applications and situations, add the ones that you already know you have to discuss, and leave the rest up to the students. (I?ll explain later.) You may want to buy a book or two, but you could probably get by with what you have, what you find on the net, and by using the help functions within the software. Print out things from the help files and from what you find on the net to aid in developing your material and handouts. And yes, you?ll want some handouts. (One such example: http://ndcse.med.navy.mil/About-Us/MID/Tips/msword.html )

Plan to spend about two hours to develop your material and plan your presentations for each hour of training time. So if you have 4 hours of training time to cover, you?ll need 8 hours (at least) to plan, prepare and organize. This is probably a minimum, as you could spend more time, especially considering the fact that you need to first find your materials.

by maxwell edison

P.S. Hats off to dklippert. What a great link to a great set of tutorials that he compiled. It's no wonder he's the points leader, leaving us all in the dust.

by catadmin

This greatly helps as far as organizational ideas. I didn't even think about breaking it up into multiple sessions. Given how scarce everyone's time is, this will probably be better for them anyway. Thanks!

by cactus pete

Your local High School may have a Continuing Education program of some sort [some call it Extension Classes] in which they teach this very subject. I'm sure that a call to them could get you an outline of the class, an interview with a teacher, or even a sit-in to a lecture.

by catadmin

Everyone wants money for me to sit in a class. @=( Oh, well. I'll try some of these other routes.

by mslizny

I strongly recommend the Element K books. Their outlines/topics are listed on their website:

www.elementk.com

They cover the basics and also have instructional materials on advanced topics for most software programs.

by firstpeter

I did a (smaller-scale) version of this earlier this month. I had an hour, and had about a dozen folks there. The real gist of the discussion was programming in Office, and we covered:
- Using rules in Outlook
- Recording macros
- Basic macro writing (the stuff you can't just record)

Most of the users were basic users, who knew how to turn the computer on and get into the programs. The discussion on Rules was by far the most productive, and judging by feedback I received the most profitable for the folks, as well. It's a fairly easy topic, but you can spend a lot of time on it explaining what each item means.

Looking at a four-hour course I would probably consider the following topics:
- Pivot tables (Excel)
- Headers/Footers (Excel, Word)
- Public Folders (Outlook, if you're on Exchange)
- Filtering (Excel)
- Functions (Excel - like COUNT, etc.)
- Styles (Word)

Most of what I do is in the financial realm, so we live and breathe Excel (and hence my topics are skewed towards Excel use).

Hope that helps! Good luck!

by tundraroamer

Depending on what your students know or need to know, you just might use the "Dummies for" Word, Excel, Power Point etc line of books as classroom books.
I know it is basic stuff but I have found lots of people saying they know how to use a "computer" and can't type at the same time.
Perhaps making it required reading before the class so everybody has a common beginning point and then you can build your class to meet the corporate needs from there.

by catadmin

I'll be lucky if I can get them to read what documentation I come up with for the class, let alone do "required reading" ahead of time. But thank you for the thought anyway.

by mbazzell

What is your email address? I would be happy to send you some of my outlines to help get you started. I teach all levels of the MS Office products and I have curriculum as well.

by dreamboat

You've got some really wonderful feedback here. I just wanted to say that there are a few things you can do to help your users tremendously.

1. Don't let their menus be hidden.
2. Don't let Word take over.

You have my permission to copy and "make yours" Dreamboat's recommended settings from www.theofficeexperts.com/word.htm

If you have anything to say about it, have your attendees go through their menu items and give a one or two line description of what they do. Tell them to bring it to class. One of the best things people can learn is the application's CAPABILITIES. Finding out how to do it is secondary, starting with the help file.

If they have internet connection all day long, provide them with some free links to places like:

www.theofficeexperts.com/forum
www.tek-tips.com

They can generally get quick answers to their questions and quick solutions to their problems, all for FREE.

Make it fun--show them the =rand() function in Word, and give them the cute little Excel file available at:
http://www.theofficeexperts.com/downloads/CuteQuiz.zip

Send an email once each week with an Office tip in it.

There are some GREAT training manuals out there, but I've never been good with them. In small classes, they have ideas about what they want to learn, and the manuals generally go shoved aside.

Good luck!

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