Microsoft 365 Productivity Training

• Module 1: Outlook & Microsoft Teams – Optimize Communication & Scheduling
  • Learn to manage emails efficiently using folders, rules, and categories.
  • Use shortcuts to save time.
  • Schedule and track meetings in Outlook, color-code calendar events, integrate Teams for chat and video collaboration, and attach files to meetings.
  • Automate reminders and tasks for better time management and quick access.
  • Hands-On Exercise: Automate your inbox, schedule a week of meetings, and create a Teams channel for a small project.
• Module 2: OneDrive – Smart File Management
  • Organize files and folders for quick access using consistent naming conventions.
  • Use shared libraries for team collaboration and version history to prevent errors.
  • Sync files offline for access on-the-go and use search filters for quick retrieval.
  • Hands-On Exercise: Create a structured project folder with proper sharing permissions.
• Module 3: Word – Efficient Document Creation
  • Create professional documents with headings, styles, and formatting.
  • Use keyboard shortcuts for various purposes to save time.
  • Collaborate in real-time using track changes and comments, and use voice dictation to draft content faster.
  • Utilize templates to save time on reports, meeting notes, and proposals.
  • Hands-On Exercise: Draft a collaborative project plan using Word templates and styles.
• Module 4: Excel – Data & Workflow Automation
  • Analyze and visualize data with excel formulas, pivot tables, conditional formatting, and charts.
  • Automate repetitive tasks using named ranges and macros.
  • Link Forms or Teams data for real-time updates and build dashboards to track project progress.
  • Hands-On Exercise: Create a project tracking spreadsheet with dashboards, highlighting key metrics and applying automation.
• Module 5: PowerPoint – Engaging Presentations
  • Design professional presentations using templates, charts, visuals, themes, and multimedia.
  • Collaborate with co-authoring and comments, add transitions, animations, and speaker notes for smoother delivery.
  • Use Slide Master for consistent formatting and keep slides concise to maintain attention.
  • Hands-On Exercise: Prepare a project summary presentation that visually communicates your data.
• Module 6: Microsoft Forms – Collect & Analyze Data
  • Build surveys, quizzes, and feedback forms, and link responses directly to Excel for analysis.
  • Use required fields, branching logic, and quiz scoring to collect accurate data.
  • Automate notifications and export results for faster decision-making.
  • Hands-On Exercise: Create a survey form, collect responses, and analyze them in Excel.
• Module 7: OneNote & Teams – Organize & Collaborate
  • Capture notes, ideas, and tasks in OneNote using notebooks, sections, and pages.
  • Learn to Color-code notes, use tags, and pin important items for easy access.
  • Collaborate in Teams using chat, channels, and meetings. Integrate OneNote with Outlook and Teams for workflow efficiency.
  • Hands-On Exercise: Track tasks in OneNote, communicate updates in Teams, and schedule a short meeting.
• Module 8: Capstone Project – Integrated Productivity Workflow
  • Apply all Microsoft 365 tools in a real-world scenario. Choose one project:
    • Team Event Planning – Organize an event, track tasks, collect RSVPs, and present a plan.
    • Market Research – Conduct survey, analyze results in Excel, and present findings in PowerPoint.
    • Internal Reporting – Collect feedback, track metrics, and deliver recommendations.
  • Integrate tools for practical workflow: Outlook for scheduling, Teams for collaboration, OneNote for task tracking, Word for documentation, Excel dashboards, PowerPoint presentations, and Forms for data collection.
  • Hands-On Exercise: Complete the full project with all deliverables, practicing tool integration and workflow efficiency.
• Module 9: Wrap-Up & Quick Productivity Recap
  • Review key productivity hacks, shortcuts, and best practices across Microsoft 365 tools.
  • Reinforce lessons learned and demonstrate how to combine tools in quick workflows.
  • Encourage creation of personal workflow templates to maintain efficiency and reference the cheat sheet daily.
  • Hands-On Exercise: Quick recap exercises combining multiple tools to solidify learning.

This training is ideal for:

• Working professionals at all levels
• Students aiming to optimize productivity
• Freelancers, entrepreneurs, and anyone managing multiple projects

• Basic computer literacy
• Microsoft 365 account and internet access

Upon successful completion of the training, participants will be able to:

• Optimize daily communication through Outlook, Teams, and OneDrive integration.
• Manage documents, presentations, and data efficiently using Word, PowerPoint, and Excel.
• Automate repetitive tasks and workflows to save time and reduce manual effort.
• Build collaborative team environments using shared tools and real-time co-authoring.
• Leverage Microsoft Forms and Excel for seamless data collection and analysis.
• Create professional documents and visually compelling reports that enhance business communication.
• Organize notes, projects, and meeting insights effectively using OneNote and Teams.
• Integrate multiple Microsoft 365 tools into one cohesive productivity workflow.
• Develop personalized templates and shortcuts to maintain long-term efficiency.