Advanced Form Design Techniques 

• Designing Complex Forms 
• Creating “Keystroke-less” field controls 
• Adding Buttons and Drop-Down Lists for Navigation 

Using Switchboards (Menus) to Navigate Database Objects 

• Create a Main Switchboard 
• Design a Reports Switchboard 

Designing Macros to Automate Database Tasks 

• Create Macros to Open and Close Database Objects 
• Using Message Boxes to Inform Users 
• Automate Parameter Queries with Macros 
• View Related Records in Another Form with Macros 
• Hiding/Un-Hiding Field Controls with Macros 
• Use Macros to Validate Data Entry 

Introduction into Access Visual Basic for Complex Automation 

• Use Visual Basic to Secure Forms with Passwords 
• Create User Input Boxes 
• Use Logic Programming to Interpret Conditions 

Module 6

Linking Tables to Ensure Database Security 

• Place Tables in a Separate Database 
• Manage Tables with the Linked Table Manager 

Customizing Database Options 

• Set Startup Options 
• Applying the Compact and Repair Tool 

In our Access training courses, students will learn how to take control of their data with software training at Learnit. Our courses will teach you basic to advanced features of Access.

Whether you are new to Access or an advanced user, our Access training courses will cover what you need to know as efficiently as possible. Learnit offers world-class training for several versions, including 2016, 2013, 2010, 2007 and earlier.

Learning Outcomes: 

• Advanced Form Design Techniques 
• Using Switchboards to Navigate Database Objects 
• Designing Macros to Automate Database Tasks 
• Introduction into Access Visual Basic for Complex Automation 
• Linking Tables to Ensure Database Security 
• Customizing Database Options 

How Table Relationships Affect Queries

• Creating Relationships Between Tables
• Add Relationship Security

Controlling Query Results with Join Types

• How Relationships Affect Query Results
• Using Join-Types to Affect Query Results

Creating Complex Queries with Multiple Criteria

• Applying Wildcards
• Using And / Or Conditions

Calculating Data with Queries

• Create Custom Fields with Calculations 
• Summarize Data with Grouping 

Module 4

Automating Queries with Parameters

• Creating Automated Requests for Criteria
• Using Wildcards in Parameter Queries
• Using Range Operators in Parameter Queries 

Using Query Wizards

• Getting Non-Matching Records with the Un-Matched Query Wizard
• Finding Duplicate Records with the Duplicate Query Wizard

Exploring Action Queries

• Create Tables with a Make-Table Query
• Add Records to a Table with an Append Query
• Change Data with an Update Query
• Delete Data with a Delete Query

Advanced Report Design Techniques

• Understanding Report Control Types
• Grouping Report Data
• Summarizing Report Data

In our Access training courses, students will learn how to take control of their data with software training at Learnit. Our courses will teach you basic to advanced features of Access.

Whether you are new to Access or an advanced user, our Access training courses will cover what you need to know as efficiently as possible. Learnit offers world-class training for several versions, including 2016, 2013, 2010, 2007 and earlier.

Outcomes: 

• How Table Relationships Affect Queries 
• Controlling Query Results with Join Types 
• Creating Complex Queries with Multiple Criteria 
• Calculating Data with Queries 
• Automating Queries with Parameters 
• Using Query Wizards 
• Exploring Action Queries 
• Advanced Report Design Techniques 

Module 1

Introduction into How Databases Operate

• Exploring a Relational Database
• Examining Database Objects 
• How Data Is Related Between Tables 

Learning the Access Interface

• Examining Access Menu Tabs 
• Using the Access Navigation Pane 
• Using the Data View and Design View of an Object 

Creating A New Database

• Planning Steps to Create a New Database

Designing and Creating New Tables

• Create Tables in Design View
• Import Data from Excel

Entering Data into Tables

• Data Entry Techniques and Shortcuts 

Sorting and Filtering Data

• Re-arranging Records by Sorting 
• Hiding Records Using Filtering 

Introduction into Relating Table Data

• Using the Relationships Window 

Create Commonly Used Queries

• Using the Simple Query Wizard 
• Creating Queries in Design View 

Customizing Queries with Criteria

• Adding Criteria for Text, Number, And Date Fields
• Introduction into Using Wildcards in Criteria 

Module 2

Using Forms for Data Entry

• Creating Forms
• Exploring Different Form Layouts
• Perform Data Entry in Forms

Create Reports for Data Output

• Basing Reports on Queries 
• Previewing and Printing Reports 
• Understanding the Report Design Interface 
• Formatting Reports for Professional-Looking Output 

In our Access training courses, students will learn how to take control of their data with software training at Learnit. Our courses will teach you basic to advanced features of Access.

Whether you are new to Access or an advanced user, our Access training courses will cover what you need to know as efficiently as possible. Learnit offers world-class training for several versions, including 2016, 2013, 2010, 2007 and earlier.

Outcomes: 

• Introduction into How Databases Operate 
• Learning the Access Interface 
• Creating A New Database 
• Designing and Creating New Tables 
• Entering Data into Tables 
• Sorting and Filtering Data 
• Introduction into Relating Table Data 
• Create Commonly Used Queries 
• Customizing Queries with Criteria 
• Using Forms for Data Entry 
• Create Reports for Data Output 

• Brave Space vs. Safe Space
• The Four Agreements to having Courageous Conversations
• Allyship: what it is and what it isn't Why Allyship in the 1st  Place
• Journey vs. Destination
• The Business Case for Inclusion
• The Allyship Model: For One, Some & All
• The Empathy Triangle Moving into Action (application of this training back at work)
• The Empathy Triangle
• Allyship Questions before Engaging The Power of Research

Learn how to be an ally in the workplace with this important DEI training course.

Join Be an Ally: Increase Belonging for Everyone, a dynamic learning journey that guides you from understanding allyship to purposeful implementation. Explore the sensitive topic of privilege, unlocking its potential for positive change. Engage in actionable steps with our Four Types of Ally exercise, offering universally applicable workplace strategies. Discover the pivotal role Allyship plays in fostering workplace belonging.

What We’ll Explore:

• Develop practical allyship skills
• Increase awareness of the unconscious barriers that hinder authentic allyship
• Learn straightforward allyship action steps you can implement now

• What is a habit?  
  • Habit versus behavior  
  • Habit Identity  
• The Process of habit formation  
  • Identify the habit  
  • Investigate the habit  
  • Stage of change
• Transtheoretical model of behavior change 
• Motivational Interviewing  
• PBO plan
  • Prompt Behavior Outcome  
• Take action

Upskill with Learnit and discover how to achieve behavior change by developing productive habits.

Changing a work habit can be challenging. It takes self-exploration, practice, and motivation to stay on track. This workshop dives into an easy-to-adopt process of habit formation through a work-focused lens. Participants will revitalize their work routines by exploring the behaviors they want to change and the triggers behind making and breaking habits. Through interactive and self-reflection-driven training, participants will learn how to easily create and stick to healthy work habits by using scientifically proven steps of behavior change and habit formation.

What We’ll Explore:

• Discover the science behind behavior change and the psychological process that occurs when we go through or stop a behavior change.
• Learn about and reflect on obstacles that get in the way of changing behavior and the solutions to excel in your role.
• Experience motivational interviewing by participating in a guided self-reflection activity to discover your motivations for change.
• Create a plan to make new habits and break the old ones!

• Domains of Trust
  • Empathy 
    • Because people need to believe you are value their contributions and are on their side 
  • Competence 
    • Because people need to have faith in your reasoning and judgement 
  • Authenticity: honest
    • Because people need to feel they know the real you

Develop effective leadership skills and learn how to build trust with your team.

Trust is an essential component of leadership that can be challenging to build and easy to lose. We’ve built this class around three essential trust-building behaviors. This is the Trust Triad of empathy, competence, and authenticity. In this course, you will discover where you need to grow and which traits to develop. You will learn actionable steps for becoming a more trustworthy leader. And you will learn what to watch out for when applying these key traits.

What we’ll explore:

• A focus on continual improvement
• Develop empathy-building tools 
• Enhance your perceived levels of competence and authenticity

• Managing vs Coaching
• Situational Coaching Model
• Which coaching style when  
• OARS Communication Model
• Reflective Listening + Problem Solving
• A series of suggested questions

Focus on your leadership training by developing coaching skills for managers.

Coaching is a future-focused question-centric process leaders use to support growth and hold people accountable. Coaching revolves around listening, asking questions, and leading people to solve their own problems. This course focuses on situational coaching in which managers and leaders vary their coaching style to incorporate coaching throughout a typical workday depending on the situation.

What We’ll Explore:

• Understand the difference and value in managing and coaching
• Vary your coaching style with the situational coaching model
• Apply a series of suggested questions with non-directive question asking

Week 1

Run Better Meetings

In this workshop, participants will learn how to leverage the power of psychological safety to run more effective, productive and high performing meetings. Participants begin with an assessment of the current state of their meetings which can be mapped onto the six core components of psychologically safe meetings. Participants will leave with a thorough understanding of our meeting framework leading to greater levels of inclusion, interaction, engagement, and productivity.

Week 2

Coach Your Team

Coaching is a future-focused question-centric process leaders use to support growth and hold people accountable. Coaching revolves around listening, asking questions, and leading people to solve their own problems. This course focuses on situational coaching in which managers and leaders informally incorporate coaching throughout a typical workday.

Week 3

Give and Receive Feedback

Giving and Receiving Feedback is a foundational course geared towards managers that covers the basics of a subject many people find difficult. Participants explore a systems approach rooted in allyship to giving and receiving feedback that is flexible and holistic. Our approach is still grounded in observable, situational details but takes giving and receiving feedback a step farther, resulting in unique and authentic feedback that is more likely to be heard, understood, embraced and acted upon.

Week 4

Deal with Conflict

Learn to recognize when a situation has turned from a simple disagreement into a conflict by understanding the root cause of conflict and the role threat-response plays. Temper your own reactions in a heated moment with a conflict analysis framework. Work toward positive-sum outcomes with a 4-step process for managing your responses and offers.

Week 5

Increase Focus and Avoid Distractions

So, you’ve learned to plan your day by optimizing your schedule. You’ve blocked your calendar to accurately reflect the time you actually need to complete tasks. You’ve matched the different types of work you do with your energy peaks and valleys. Yet it is still a challenge to manage your time because the realities of the modern workplace will conspire to distract you. This course will help you maintain focus and stay on track. You will learn practical tools that can help you to better align your daily activities to accomplish your goals.

The extraordinary challenges presently faced by the business community call for strong and effective management skills. A skilled manager can lead the whole team forward. And like any skill, management skills can be learned.

The Emerging Leader cohort is a 5-week program (2-hour weekly learning sessions) of interactive workshops to equip emerging leaders with management skills they can use right away to help their teams grow and succeed.

What's included

• Five 2-hour virtual-led sessions
• 1 year unlimited access to our On-Demand library
• 4 peer-to-peer exercises
• Pre-class & post-class bonus material
• Certificate of completion

Week 1

Prevent Burnout for Managers

While middle managers are one of the most populous roles within many organizations, research indicates these leaders often describe themselves as lost, torn between multiple forces, isolated, and thus, lonely. In this workshop, participants will take a deep dive into the experience of loneliness and isolation of middle managers. Participants will gain insight in organizational and interpersonal challenges middle managers face and create an individualized toolkit of practical solutions and actionable mindsets to navigate their own experience of loneliness.

Week 2

Set Goals for Your Team

Build unstoppable team momentum with goals that motivate, unite, and deliver results. Ever notice how some teams seem to achieve the impossible while others stay stuck in the safe zone? The difference often lies in how their goals are set. In this energizing workshop, participants discover how to craft goals that ignite their team's ambition while keeping everyone aligned and moving forward together. You'll learn practical techniques for matching your team's unique strengths to your organization's biggest opportunities, turning "we should" into "we did." Whether you're building a new team or elevating an existing one, you'll walk away ready to set the kind of goals that turn Monday meetings into milestone moments. It’s how teams turn dreams into done!

Week 3

Lead Inclusive Teams

This hands-on approach to empowering diversity and belonging at work engages participants in cutting-edge theory and practices of leading groups of heterogenous people at work – people who are diverse in character or content – all while respecting their uniqueness in an empathetic, bias-free way. Participants will leave this learning session with new practical approaches to expand their capacity to lead themselves and others with an authentic experience of inclusion and belonging for all.

Week 4

Build Trust with Your Team

Trust is an essential component of leadership that can be challenging to build and easy to lose. We’ve built this class around six key traits of trust, the THREAD model: together, honest, resourceful, empowering, approachable, and dependable. In this course, you will discover where you need to grow and which traits to develop. You will learn actionable steps for becoming a more trustworthy leader. And you will learn what to watch out for when applying these key traits.

Week 5

Make High-Quality Decisions

This course is for those who make important decisions. It is ideal for situations when you have time, resources, and the ability to aggregate multiple and, hopefully, differing points of view to arrive at the best possible decision. Easy to say, hard to do. Because all of us have a natural and automatic tendency to jump to conclusions, this class is meant to help you temper the rush to judgment with specific, actionable models that balance the benefits of clear-eyed deliberation with our equally beneficial faculty of human insight and intuition.

Now more than ever, people need managers they can trust and rely upon to inspire and lead them to be their best selves. On top of supporting their teams, managers are expected to plan, adapt, communicate and make things happen. For that, a leader must learn to lead with confidence.

Leading Today’s Workforce cohort is a 5-week program (2-hour weekly learning sessions) of interactive workshops where you will learn how to lead with confidence and effectiveness in today's complex world.

What's included

• Five 2-hour virtual-led sessions
• 1 year unlimited access to our On-Demand library
• 4 peer-to-peer exercises
• Pre-class & post-class bonus material
• Certificate of completion

• A model to help communicate and collaborate across borders  
• Characteristics that can help distinguish between cultures  
• The importance of looking at characteristics from multiple viewpoints  
• How to navigate and appreciate our cultural differences and commonalities  
• Learning how to adapt to the tendencies and preferences of others

Communicate across Cultures will improve your ability to cooperate and collaborate within a multicultural organization. One of the keys to doing this well is understanding how different cultures build trust and express themselves. Multiply this by unique the differences between individuals and organizations and you begin to see how complex working across cultures can become. This workshop will help you anticipate and adjust to some of the most significant cultural differences you might experience, so you can build strong, effective, and lasting, work relationships.

What We’ll Explore:

• Apply a 3-step model to better communicate and collaborate across borders 
• Recognize and understand the different ways cultures communicate and collaborate 
• Look at characteristics from multiple viewpoints to further understand the people we work with 
• Learn how to navigate and appreciate our cultural differences to improve our ability to communicate and collaborate 
• Appreciate and embrace our cultural diversity to bring a collective strength

• Speak like a BOSS impromptu speaking framework 
• 4 Different structures for in the moment content creation 
  • Answering questions 
  • Offering opinions 
  • Pitching or presenting 
  • Updating 
• Learn how to smoothly bridge into presenting your ideas  
• How to keep things short and sweet 
• Improve your confidence by having a plan 

Focus on your communication skills training and improve your communication in the workplace.

Learn to effectively voice your ideas and opinion in a professional setting, with or without preparation. Not every opportunity to speak is a presentation. What about meetings, water cooler conversations, interviews? There are a host of business situations where you will be asked to present information on the spot. This class is designed to help you manage those impromptu speaking situations with grace, clarity, and concision.

What We’ll Explore: 

• Learn a 4-step process for impromptu and extemporaneous speaking 
• Practice using 4 different structures for greater clarity, concision, and impact 
• Improve your confidence while communicating off the cuff 
• Learn to strategies that buy you a little extra thinking time 

Copilot for Outlook

Intro to Copilot in Outlook

• How to activate Copilot if you have access
• Accessing Copilot in Outlook 

Introducing yourself to Copilot 

• Quick tips for orienting Copilot to your work style
• Ways to provide feedback to Copilot as you work together

Drafting Emails / Coaching

• Having Copilot draft Emails for you
• Accepting recommendations from Copilot

Calendar Management

• Asking Copilot to schedule meetings
• Generating calendar invites and meeting prep

Accuracy limitations

• Copilot may make incorrect suggestions at times
• Importance of verifying Copilot's work 

Over-reliance

• Dangers of becoming over-dependent on Copilot
• Maintaining your own Outlook skills and knowledge

Copilot for OneNote

Intro to Copilot in OneNote

• How to activate Copilot if you have access
• Accessing Copilot in OneNote

Introducing yourself to Copilot 

• Quick tips for orienting Copilot to your work style
• Ways to provide feedback to Copilot as you work together

Note Taking/ Organization

• Having Copilot suggest topics and headers as you type
• Accepting/modifying Copilot's suggested notes
• Asking Copilot to summarize and reorganize notes
• Generating tables of contents and indexes

Embedding

• Inserting images, links, files into notes with Copilot
• Automating repetitive embedding tasks 

Accuracy limitations

• Copilot may make incorrect suggestions at times
• Importance of verifying Copilot's work 

Over-reliance

• Dangers of becoming over-dependent on Copilot
• Maintaining your own OneNote skills and knowledge

Copilot for Teams

Intro to Copilot in OneNote

• How to activate Copilot if you have access
• Accessing Copilot in Teams 

Introducing yourself to Copilot 

• Quick tips for orienting Copilot to your work style
• Ways to provide feedback to Copilot as you work together 

Communication/ Task Management

• Having Copilot suggest responses to messages
• Customizing Copilot's tone when interacting with others
• Assigning tasks and due dates through Copilot
• Tracking task progress and status

Document Creation

• Generating documents like lists, notes, templates
• Formatting documents consistently

Accuracy limitations

• Copilot may make incorrect suggestions at times
• Importance of verifying Copilot's work 

Over-reliance

• Dangers of becoming over-dependent on Copilot
• Maintaining your own Teams skills and knowledge

Copilot for Forms

Intro to Copilot in Forms

• How to activate Copilot if you have access
• Accessing Copilot in MS Forms

Introducing yourself to Copilot 

• Quick tips for orienting Copilot to your work style
• Ways to provide feedback to Copilot as you work together

Form & Question Creation

• Having Copilot draft forms for you
• Asking Copilot to suggest questions

Form Design

• Letting Forms Copilot suggest layouts and themes
• Customizing Forms Copilot’s designs

Accuracy limitations

• Copilot may make incorrect suggestions at times
• Importance of verifying Copilot's work

Over-reliance

• Dangers of becoming over-dependent on Copilot
• Maintaining your own Forms skills and knowledge

In this course, you'll learn how to enhance your productivity using Microsoft's Copilot across Outlook, OneNote, Teams, and Forms. Discover how to manage emails and calendars efficiently in Outlook, take and organize notes seamlessly in OneNote, streamline communication and teamwork in Teams, and create and manage forms quickly in Forms. By leveraging Copilot's advanced AI capabilities, you'll be equipped to work smarter and achieve more across these essential Microsoft tools.

This course is ideal for anyone looking to maximize their productivity and efficiency by harnessing the power of Microsoft's Copilot in Outlook, OneNote, Teams, and Forms.

Participants of this course must have the Copilot program installed before attending. This is essential for full participation and benefit from the training.

Copilot for Word:

Intro to Copilot in Word

• How to activate Copilot if you have access
• Accessing Copilot on blank Word document 

Introducing yourself to Copilot 

• Quick tips for orienting Copilot to your work style
• Ways to provide feedback to Copilot as you work together

Drafting Document

• Having Copilot draft documents for you
• Accepting/file referencing Copilot's documents

Summarizing Documents

• Asking Copilot to summarize documents
• Asking Questions about your documents

Accuracy limitations

• Copilot may make incorrect suggestions at times
• Importance of verifying Copilot's work 

Over-reliance

• Dangers of becoming over-dependent on Copilot
• Maintaining your own Word skills and knowledge

Copilot for PowerPoint:

Intro to Copilot in PowerPoint

• How to activate Copilot if you have access
• Accessing Copilot on blank PowerPoint Presentation

Introducing yourself to Copilot 

• Quick tips for orienting Copilot to your work style
• Ways to provide feedback to Copilot as you work together

Content Creation

• Asking Copilot to draft presentation
• Text Editing Copilot's suggested text

Slide Design

• Having Copilot suggest visual designs
• Modifying Copilot's design recommendations

Accuracy limitations

• Copilot may make incorrect suggestions at times
• Importance of verifying Copilot's work 

Over-reliance

• Dangers of becoming over-dependent on Copilot
• Maintaining your own PowerPoint skills and knowledge

Copilot for Excel:

Intro to Copilot in Excel

• How to activate Copilot if you have access
• Requirements for using Copilot for Excel

Introducing yourself to Copilot 

• Quick tips for orienting Copilot to your work style
• Ways to provide feedback to Copilot as you work together 

Formula writing

• Having Copilot suggest formulas for you
• Accepting/modifying Copilot's formula recommendations

Data analysis

• Asking Copilot to summarize data sets
• Generating visualizations like charts and graphs

Accuracy limitations

• Copilot may make incorrect suggestions at times
• Importance of verifying Copilot's work 

Over-reliance

• Dangers of becoming over-dependent on Copilot
• Maintaining your own Excel skills and knowledge

In this course, participants will explore the advanced capabilities of Microsoft 365 Copilot, a powerful AI assistant integrated within Word, PowerPoint, and Excel. Learn how to utilize Copilot to enhance document creation, data analysis, and presentation design.

CoPilot for Word

Learn to use Copilot in Word to enhance your productivity, draft and summarize documents, while understanding Copilot’s limitations and the importance of verifying its work and maintaining your own skills.

CoPilot for PowerPoint

Copilot can help with presentation building in powerful ways - from slide design to content creation. Discover how to fully leverage Copilot to streamline your PowerPoint workflow.

CoPilot for Excel

Leverage Copilot to boost your productivity when working with spreadsheets.

Create Belonging at Work: Show People They Matter. Discover how isolation impacts 40% of individuals at work, hindering their commitment, engagement and innovation. Equip yourself with practical strategies and everyday tools that foster connections, bridge gaps in diverse cultures, and cultivate a profound sense of belonging. Elevate your organization’s performance by taking the transformative step of affirming everyone in your organization matters.

What We’ll Explore:

• Uncover the profound human need for belonging and the significance it plays in the workplace
• Recognize the pain of exclusion, how it hampers teams, and how it can be mitigated
• Explore the importance of allies and practical solutions for fostering workplace belonging
• Discover clear, actionable paths to foster belonging in your workplace

• Growth vs. Fixed Mindset  
  • How a fixed mindset holds you back  
• How to achieve a growth mindset  
  • Three attitude changes  
  • Four action/behavior changes  
• Myths and Misconceptions of Growth Mindset  
  • Growth mindset is more than just a positive attitude  
• Applying Growth Mindset through a lens of self-efficacy  
  • Determine if using a growth mindset is advantageous

Fascinating research reveals that having a growth mindset is the most highly correlated factor in success - higher than intelligence, education, and talent. In this workshop, we investigate both how and when to implement a growth mindset. 

What We’ll Explore:

•  How does a growth mindset benefit me?
• Practical applications of a growth mindset.
• What gets in the way of utilizing a growth mindset?
• Identify when it is advantageous to use a growth mindset.

• What is conflict? 
• 5 ways to respond 
• How to recognize unhealthy conflict 
• Learn to Stop, Drop, and Roll 
• Choose your response 
• Choose collaboration with the PIN framework 

Focus on your conflict resolution skills to learn how you should be dealing with conflict in the workplace.

Learn to recognize when a situation has turned from a simple disagreement into a conflict by understanding the root cause of conflict and the role threat-response plays. Temper your own reactions in a heated moment with a conflict analysis framework. Work toward positive-sum outcomes with a 4-step process for managing your responses and offers.

What We’ll Explore:

• Understand the root causes of conflict
• Ask questions to analyze the conflict
• Follow a four-step process to respond to conflict

• Delegation Greenlights
• How to know if you should delegate a task or project
• Test whether you have the necessary resources to delegate
• Establish criteria for choosing who to delegate to
• Master the skills of clearly communicating task or project expectations
• Support by helping rather than micromanaging

A results-oriented workshop designed to elevate team performance through effective delegation. Participants master the art of assigning tasks strategically, ensuring optimal productivity and growth. Learn to identify delegation opportunities, support your team without micromanaging, and focus on high-priority responsibilities. Turn delegation into your secret weapon for multiplying value and driving team success.

What We’ll Explore:

• Benefits of delegation 
• Delegation Greenlights 
• How to Delegate 
• Helping vs. Micromanaging

• Defining Visions
• Design thinking process for creating a vision
• Metaphorical thinking
• Intuitive thinking
• Motivators for vision writing

Learn key leadership skills to boost productivity and empower your team for success.

A vision helps employees personally attach themselves to their role and purpose in the organization. Creating a vision your team can understand and relate to leads to better employee retention, performance, and productivity. This course walks through creative thinking processes to help you create a vision that inspires your team.

What We’ll Explore:

• Understand what a vision is and who it’s for
• Use creative thinking techniques to draft a vision
• Consider how to apply the vision for specific direct reports

• Learn the four essential elements of great business stories  
• Sequentially build your storytelling skills by practicing each one in small group breakouts  
• Learn to find stories that make your point using the power of analogy and metaphor  
• Learn to apply the ABT Technique to information to make it more persuasive and memorable

Focus on your business storytelling training with this interactive workshop.

We believe stories are an essential tool for business because stories are how people make sense of the world. If you want others to remember what you say, to care about your ideas, and to act on them then this class will be a good fit for you. Our Develop Business Stories course takes storytelling beyond the confines of once-upon-a-time stories to include metaphors, analogies and everyday information sharing.

What We’ll Explore: 

• Learn the four key story elements to improve your storytelling skills 
• Practice applying each one in a series of scaffolded, small group breakouts 
• Learn techniques to one of the most challenging parts of storytelling, finding stories to make your point 
• Discover The Story of Why: How to make everyday information more story-like 

• Exploring value proposition  
• Keys to empathetic conversations
• Understanding win/win
• Feel-Felt-Found: Handling objections and resistance  
• Structured persuasion
• The power of "I recommend"  
• How to say no without gaining a reputation 

Maintaining strong client relationships can be challenging when what a client requests is beyond the scope of what you are able to offer. Working through those situations requires solid skills in meeting your client where they are and bringing them into alignment with how you can reasonably serve their needs and still deliver a high-quality experience. The skills in this course can help you proactively uncover your client’s deeper needs and work toward favorable solutions for you both.

What We’ll Explore:

• Use curiosity and attunement to identify with the client
• Validate their situation and recommend solutions based on your experience
• Make your ask again with structured persuasion

• Two important areas of the brain related to emotional intelligence  
• Interoception, Emotional Granularity, and Mindfulness to enhance your emotional intelligence  
• Find meaning in your emotions to manage your response  
• Explore alternatives by focusing on your beliefs  
• Harness your emotions to achieve your goals and aspirations

Develop your emotional intelligence skills by focusing on self-awareness training.

In this workshop, participants will gain a deeper understanding of what emotional intelligence is, why it matters, and how to develop it. The course is built on two emotional intelligence pillars: self-awareness and self-management, and draws from the latest research and trends in emotional intelligence, including interoception and emotional granularity. Participants will leave with enhanced insight and perspective about their own emotional experience and how to navigate that experience in the workplace and in their personal life.

What We'll Explore:

• Explore what emotional intelligence is and why it matters 
• Overview of a model to help you enhance your emotional intelligence 
• Learn ways to recognize, understand, and manage your emotions 
• Discover the meaning you attach to your emotions 
• Manage and control how we respond when we’re triggered

Module 5: Advanced Functions

Topics:

• Creating and Applying Names In A Worksheet
• VLOOKUP Function
• XLOOKUP Function
• ROUND function
• Using the Formula Auditing Tools
• Using the IF Function and Nesting Functions
• Using the IFERROR Function
• Summary Based Functions: SUMIF(S), COUNTIF(S), AVERAGEIF(S)
• Text Functions: LEFT, RIGHT & MID
• CONCAT function and Text-To-Columns Feature

Module 6: Using the "What If" Analysis Toolpack & Implementing Macros

Topics:

• Using the Data Consolidation Tool 
• Using the Goal Seek Tool
• Using the Solver Tool
• Using the Scenario Manager
• Recording and Running Macros
• Understanding the Macro/VBA Developer Interface
• Editing Macros with the Visual Basic Editor
• Adding Buttons to Run Macros From the Ribbon

After you’ve mastered formatting tables of data, creating formulas between cells, using built-in functions, and creating charts, there is a standard set of more powerful features you’ll eventually need. Whether you’re looking at someone else’s spreadsheet and wondering “how did they do that?” or simply lacking enough firepower to get your own spreadsheets to do what you want, this class will probably solve that problem.

Database Features. You may be thinking “I use spreadsheets, not databases!” — but there are a few indispensable Excel features that mirror the most useful of features from the world of databases: lookups and aggregate functions. A “lookup” in Excel is when your formula looks up values in a secondary worksheet (just like a database!) and puts them in the primary worksheet: for example, looking up in worksheet B the inventory amount adjacent to a cell containing a particular SKU, and putting it in worksheet A, adjacent to the cell containing that same SKU. Likewise, the SUMIF(), COUNTIF(), and similar Excel functions are counterparts of “aggregate data” calculations in databases – useful, for example, if you wanted to sum up the order values shipped to a particular zip code.

Errors. You’ve probably encountered your fair share of errors that Excel has vociferously pointed out with: “#N/A” and “#NUM!” It turns out there’s an easy way to deal with these errors, either by intercepting them and providing a backup value, or by auditing and fixing them once and for all. We’ll show you the two surefire methods of handling these errors.

Finding the Right Value(s). Sometimes you need to measure variations in a single cell value, like product price, to optimize the value of another cell, like profits. Other times, you need to optimize multipleinterconnectedcells, like price, volume, and inventory – to find the optimal value for profits. These two what-if scenarios are handled by the “Goal Seek” and “Solver” functions in Excel. Get ready to impress your boss.

Macros. These are recorded steps that can be memorized for later playback. For example, if you find yourself splitting text into columns along a delimiter and then conditionally formatting certain rows, you might want to record those steps and then instantly reapply them to a new table. These steps are saved in Excel's internal programming language, VBA (Visual Basic for Applications). Once you've recorded your steps, you can dive into the behind-the-scenes VBA code that activates those steps and customize them even further.

Pro Techniques. On your way to becoming an Excel pro, you’ll need a toolkit of useful standard tips, tricks, and techniques. Among these, you’ll probably find that functions such as LEFT(), MID(), and Excel’s Text-To-Columns and Consolidating Data features are the ones you’ll use the most often. We’ll show you why those are so popular and how to use them.

Module 3: List/Table Essentials & Charting 

Topics:

• What is a well-defined list?
• Inserting Tables 
• Flash fill
• Multi-Level Sorting
• Removing Duplicates
• Filtering Records
• Using Slicers to filter
• Automatic Subtotals
• The Quick Analysis Tools
• Inserting Data Charts
• Recommended Charts
• Editing Chart Elements
• Adding/Removing Data From A Chart
• Creating Custom Chart Templates
• Printing Charts
• Inserting Sparkline

Module 4: Pivot Tables, Protecting & Linking Data

Topics:

• Creating Pivot Tables From Lists Or Tables
• Office 365 Pivot Table Enhancements
• Filtering Pivot Tables
• Multi-Select Slicers
• Working With Pivot Charts
• Data Validation Rules
• Applying Built In Conditional Formatting
• Creating Custom Conditional Formats
• Comments
• Linking Data
• Cell, Sheet, And File Protection

Mastery of Excel is developed in stages: first you learn basic formatting, functions and formulas, and build a few spreadsheets yourself. Easy enough. But moving to the next level of proficiency is hard! To create truly professional-looking spreadsheets, you'll need to know how to organize data into elegant, interactive tables that dynamically generate colorful charts and graphs. To bring you up to an intermediate-level usage of Excel, we'll train you in how to use these core features:

• Advanced Tables. Beyond organizing data in rows and columns, we'll show you how to create filters that display only certain rows: for example, all the rows where the "City" column is set to "New York." You'll also learn how to sort entire tables based on values in one or more columns: for example, sorting customers by annual revenue. You'll learn how to instantly colorize, stripe, filter and subtotal a simple table of data using Excel's ever-popular "Format As Table" feature.
• Charts. Excel has 10 major chart types, everything from basic line charts to scatter plots. We'll show you how to add impressive data visualizations to your spreadsheets: line charts, bar graphs, pie charts, and more.
• Pivot Tables. One of Excel's most powerful — and least understood — features, pivot tables auto-magically convert static rows and columns of data into a responsive table that will re-organize itself to instantly display subtotals, averages, or other aggregate functions — depending on which fields you choose. Instead of creating 3 different tables to see sales by customer rep, customers by city, and revenue by state, you'll learn how to create a single pivot table to display all 3 sets of information in one place, based on your selection of different field groupings. You'll also learn how to generate pivot charts from the data.
• Tips & Tricks. The training also covers a few techniques we've selected as the most useful in your journey toward Excel mastery. These include "conditional formatting": coloring cells based on their values (e.g., heat maps); removing duplicates (common in data cleanup); data validation: preventing anything except certain data types (e.g., dates) being entered in a cell; and cell protection: preventing accidental typing into a cell with a formula.

After Intermediate Excel, you'll be ready for advanced Excel training.

What We'll Explore:

1. Be able to clean up data into well-defined lists and convert them to tables

2. Use Excel’s aggregate functions to conditionally apply summary calculations to the data

3. Display data in summarized formats using pivot tables and with visuals using pivot charts

Topics:

Analyzing Data in Lists and Tables

• Cleaning data into a well-defined list 
• Sorting and filtering records 
• Formatting as a table 
• Totaling rows 
• Removing duplicates 
• Applying conditional formatting 

Summary Based IF Functions 

• IF 
• SUMIF
• AVERAGEIF
• COUNTIF

Chart Features

• Creating charts 
• Inserting sparklines 

Working with Pivot Tables and Pivot Charts

• Creating a pivot table 
• Sorting and filtering 
• Summarizing values by fields
• Formatting numeric data
• Adding slicers
• Creating pivot charts 

Beyond simple averages and totals, Microsoft Excel offers many features to help you draw insights from your data. Sometimes those observations come from a particular formatting or visualization of the data; other times a specific summary function will generate a surprisingly significant result. Here are some of the techniques you'll learn:

Table Formatting. Cleaning up your data involves tasks like removing duplicates, eliminating empty rows, and making sure data types are correct. Once you have a well-formatted table, you can take advantage of Excel's many features to sort, filter, and colorize it — revealing hidden patterns.

Conditional Functions. You may have data that you want to exclude from your calculations: for example, too-low or too-high outliers, or relating to discontinued products, or months with sales promotions. To exclude this data from your summaries, you can use functions like SUMIF, AVERAGEIF, and COUNTIF — applying them to exclude data that doesn't meet certain criteria.

Charting. Whether it's a pie chart, line graph, or scatter plot, "a picture is worth a thousand words." It's critical to choose the right type of chart to visualize your data so the viewer can quickly make sense of it. We'll show you how to decide which chart works best with your data.

Pivot Tables. Many spreadsheets follow a pattern with a few heading fieldsand many rows based on one field, like order number (sales tables) or product SKU (inventory tables). In the case of sales data, a table will typically have column headers like location, quantity, order number, price, and such. Each row might represent one order. Turning a typical table like this into a pivot table allows you to quickly change the way you 1) view the data: orders by date vs. orders by location; and 2) group the data for aggregate functions: total orders by location, average quantity by order, etc. It's one of Excel's most powerful tools, and can be used in conjunction with pivot charts to easily visualize your data along different dimensions.

Module 1: Excel Essentials & Formulas and Functions

Topics:

• Introduction to the Excel Interface
• Search & Help
• Smart Lookup
• Zooming
• Navigating and Selecting Cells
• Keyboard Shortcuts
• Deleting/Replacing Cell Data
• Performing Simple Calculations
• Saving the Workbook File
• Overview of The Formulas Ribbon
• Building Basic Formulas
• Using Simple Functions
• Formulas/Functions with the Autofill Command
• Relative and Absolute Cell References

Module 2: Formatting, Spreadsheet Design, Page Setup & Printing

Topics:

• Inserting Rows & Columns
• Moving, Copying and Pasting Data
• Using Autofill to Complete A Series of Values
• Formatting Worksheet Data/Using Cell Styles
• Introduction to Worksheet Themes
• Creating Custom Templates
• Managing Worksheets: Inserting, Deleting, Renaming, Move/Copy
• Grouping Worksheets
• Freezing or Splitting Panes
• Grouping and Hiding Rows/Columns
• Creating Custom Views
• Spell Checking Your Worksheets
• Setting Print Options
• Using the Page Layout View
• Printing Your Worksheet

Feel like you're the only person who doesn't know Excel and worried about getting up to speed? You're not alone, and we can help! Our Excel Introduction class leads you, step-by-step, through the basics of this popular spreadsheet program. There's plenty of time for practice and hands-on exercises to cement your new knowledge.

As we go through the training, you'll recognize — and finally understand — the very same features you've seen in Excel spreadsheets at work. By the end of this class you'll be making those kinds of spreadsheets yourself, documents such as:

• Lists. These could be lists of employees, products, customers, or anything else... Lists take advantage of Excel's formatting in rows and columns. You'll learn how to format and freeze table headers; change fonts, sizes and colors; and set printing specs.
• Tabulations. Excel is great at number-crunching and offers a slew of arithmetic functions you can apply to your data, like averages, sums, and counts.
• Computations. Typically financials, these could be budgets, income statements, invoices, tax computations or similar. These spreadsheets contain values that are tied together by formulas so that changing one instantly changes the others: for example, the same way changing revenue immediately flows through to a change in profits. The key to creating these tied-together spreadsheets is learning how to correctly reference the spots where data is kept ("cells") using formulas in other cells.

After Excel Introduction, you'll be ready for some of our other Excel classes. 

Module 1: Creating and Managing Pivot Tables

Topics:

• Organizing Data
• Inserting Pivot Tables
• Data Categories
• List Design Guidelines
• Data Normalizing Strategies
• Common Data Mining Techniques
• Standardizing Data
• Adding Related Data with VLOOKUP Function
• Managing Pivot Tables
• Naming Pivot Tables
• Refreshing and Changing Pivot Table Data
• Layering Fields of Data
• Filtering and Slicing Pivot Table Data
• Functions and Number Formats
• Show Details of Specific Pivot Table Results
• Creating Pivot Charts
• Pivoting Data Fields
• Basic Chart Formatting
• Filtering and Slicing Pivot Chart Data

Module 2: Advanced Pivot Table Strategies Custom Pivot Table Design

Topics:

• Analysis Tables vs. Data Lists
• Choosing Report Layouts
• Using and Creating Table Styles
• Subtotals and Grand Totals
• Pivot Table Options
• Calculated Fields and Items
• Power Pivot
• Data Modeling Basics
• Adding Data to Model
• Creating Relationships
• Designing Measures
• Adding Custom Columns
• Using Basic DAX Expressions
• Power Pivot Tables
• Creating Power Pivot Tables
• Preview of Power Query & Power BI

Pivot tables are arguably Excel's most powerful feature, and most likely to impress your boss. At first glance, pivot tables seem quite mysterious: with a quick drag-and-drop, your data somehow reorganizes itself into interesting groupings and useful totals. There are more than a few organizations whose critical business decisions rely on carefully designed pivot tables. Unfortunately, because they accomplish so much behind the scenes" it's hard to figure out how pivot tables actually work — and scary to try to modify existing ones. That's where our trainers come in: they love nothing more than demystifying tricky features like pivot tables. After this class, you'll be the one creating pivot tables to capture insights about your company's data. Here's what you'll learn:

• Cleanup. The data in your spreadsheet needs to meet certain criteria before it can be turned into a pivot table. We'll show you how to clean the data, designate the cells you want to become a pivot table, place it exactly where you want, and format it nicely in color.
• Manipulation. The advantage of a pivot table is being able to entirely rearrange your view of the data with nothing more than a few mouse clicks. For example, which is more useful: orders by city, revenue by customer, or orders by salesperson? Being able to easily switch these parameters — within the same worksheet — is what makes pivot tables so useful.
• Aggregate Functions. Seeing different views of the data is only useful if you can summarize (aggregate) information about that data: what were the totals, averages, medians and counts for each different view of the data? We'll show you how to apply these functions and filter the results to find the true insights.
• Pivot Charts. As with normal tables of data, it's helpful to create charts that illustrate the pivoted views of the data. We'll show you how to present the data from pivot tables in colorful visualizations (unless you prefer black and white).
• Big Data and "Power" Features. Excel has a limit of only one million rows, and if you've ever tried using them all, your computer probably slowed to a crawl. Enter the family of "Power" features: Power Query, Power Pivot, Power View, Power Map, and Power BI. These features allow you to import hundreds of millions of rows of data — even from multiple databases simultaneously — and use them in a spreadsheet. We'll show you how to get this so-called "big data" using Power Query and then apply calculations using Power Pivot. Ultimately, you'll be able to turn them into pivot tables, pivot charts and other data visualizations.

Module 1: Advanced Lookups and Pivot Tables

Topics:

Advanced Lookup and Related Useful Functions

• XLOOKUP and VLOOKUP Functions
• Troubleshooting with IFERROR for Secondary Lookup Table
• Two-way Lookup with INDEX and MATCH
• Using IF Logic to Choose Return Values
• Core Date and String Functions: MONTH, TEXT, MID

Advanced Pivot Table Techniques

• Report Page Filters
• Building Outside Formulas
• Calculated Items and Fields
• Grouping: by Date and Manually
• Alternate Data Views with "Show Values As" Menu
• Timelines and Slicers

Module 2: Arrays, Advanced Charts and Macros

Topics:

Arrays

• Creating Array Formulas for Single Value Output
• Array Formulas for Multiple Value Output
• Useful Array Functions

Advanced Conditional Formatting

• Highlighting an Entire Row
• Highlighting Based on Logical Tests
• Implementing Banded Rows

Advanced Charting

• Recommended Charts
• Choosing Appropriate Charts for Different Data Types
• Combo Charts
• Wrangling Existing Charts to Display What You Want

Macros

• Recording Macros
• Saving Macros to your Personal Macro Workbook
• Accessing and Editing Your Macros
• Using the "Step Into" Feature with the VBA Editor to Debug
• Saving a Workbook Containing VBA Script

Even if you're already a "power user" with a few pivot tables under your belt and a good grasp of charts and other standard Excel topics, there are a few next-level features and techniques that truly distinguish the Excel pros. With a little guidance from one of our amazing trainers, these features won't be hard for you to pick up and will significantly enhance your spreadsheets:

Lookups. In a database like MS Access you can look up data by joining tables along shared fields, like a customer ID in both the Customers and Orders table. This feature also exists in Excel: you can look up values in one worksheet and put them in another worksheet based on a related field: for example, look up the sales figure adjacent to a cell containing "January" in worksheet B, and put it into worksheet A adjacent to the cell containing "January." We'll show you how to do this and troubleshoot common problems.

Pivot Table Enhancements. Need to customize a pivot table to add extra info? Excel provides a number of features to add calculated values, and data groupings into otherwise vanilla pivot tables. To help users change the way your pivot table displays, you can add timelines and "slicers" to select only certain types of data or specific date ranges.

Charts and Advanced Formatting. The choice of chart type can make a huge difference in how easy it is to glean insights from your data. We'll show you how to choose the right charts based on your data. Have two types of data in the same chart (e.g., temperature and rainfall) with different units? You'll learn how to add secondary axes using "combo charts" and get them to display exactly as you want. Along the way you'll master some advanced conditional formatting rules.

Macros and VBA. Macros are recorded steps that can be memorized for later playback. For example, if you find yourself formatting all your tables the same way (frozen header rows, banded rows and thin gray border), you might want to record those formatting steps and then be able to reapply them to any new table. These steps are actually saved in Excel's internal programming language, VBA (Visual Basic for Applications). Once you've recorded your steps, you can dive into the behind-the-scenes VBA code that activates those steps and customize them even further.

What We'll Explore:

1. Understanding How Excel, VBA, and the Coding Editor Fit Together
2. Getting Around the Visual Basic Coding Editor
3. Accessing and Manipulating Excel Objects
4. Using Variables, Control Structures, Loops and Subroutines
5. Getting User Input and Creating Custom Dialog Boxes
6. Debugging and Error Handling

Day 1 Topics:

Introduction to VBA Usage and Terminology

• Defining VBA and What It Can Do
• Comparing Macros vs. Programming
• Exploring the Visual Basic Editor Tool
• Activating and Using the Developer Tab

Programming Basics

• Understanding VBA Syntax and Help Resources
• Creating VBA Sub Procedures
• Getting Information with Input Boxes
• Delivering Information with Message Boxes
• Using Variables for Flexibility
• Understanding Scope of Variables and Procedures
• Defining and Using Functions and Sub Procedures

Creating Decision Structures

• Understanding How a Decision Structure Interprets Conditions
• Using IF…Then Statements
• Creating IF… Then… ElseIF Statements
• Applying Select Case Statements

Day 2 Topics:

Creating Looping Structures

• Using Loops to Repeat Processes
• Implementing a Fixed Iteration Loop
• Creating Infinite Loops
• Using Loops with Workbook Objects

Designing Custom Dialog Boxes

• Creating User Forms to Collect Data
• Using the Form Object Designer Tool
• Connecting Forms to Events in the Workbook
• Processing Collected Data with VBA

Debugging and Error Handling

• Examining Programming Errors
• Using VBA Debugging Tools
• Applying Error Handling within VBA Code

Sooner or later, every Excel user runs into a problem that can’t be solved with a built-in function or feature. What if, for example, you had a worksheet with 20 cities and you wanted to put their current temperatures in each adjacent cell. There’s no feature for that in Excel! That’s where Visual Basic for Applications (“VBA”) comes in. VBA is a programming language built right into Excel and other MS Office applications. You can write VBA code to grab parts of Excel (cells, rows, menus, etc.) — and even data from the web — and programmatically change their values. You can also change their properties: sizes, colors, fonts, etc. Automating repetitive tasks is another popular use of VBA.

The Coding Environment. Microsoft provides a separate free app to help you write code, the “Visual Basic Code Editor.” You can launch it right from Excel. It has features for organizing your code, giving you hints about what the functions should look like, and debugging your program while watching it run, step-by-step.

Programming Basics. Don’t worry if you haven’t written code before. Microsoft has gone out of its way to make VBA as simple as possible. We’ll cover the basics (no pun intended) of coding: grabbing onto Excel cells and changing their properties, getting input from the user, tracking changeable values in “variables,” executing different chunks of code depending on if-this-then-that decisions, and repeating a chunk of code multiple times.

Interacting with your User. The power of VBA becomes clear when you can ask the person looking at your spreadsheet to click on a button, have a nice-looking form pop up, and let them type in some data or choose options from a dropdown box — and then have your custom VBA code process that data and make intelligent updates to the underlying spreadsheet. We’ll show you how to build those forms, visually, with a drag-and-drop editor.

Error Handling. Coding errors are about as inevitable as death and taxes. Fortunately both the code editor and the VBA language itself provide a number of ways to ease the burden of debugging, whether it’s stepping through your code and executing it line-by-line or by anticipating errors in advance and providing alternate chunks of code to execute. Having good debugging skills and mastery of the tools is critical.

This class is for Excel users who need to add interactive features and automations to their workbooks and spreadsheets.

•  Understanding of AI basics 
  • AI in everyday life
  • Key AI processes
• Ethical consideration and bias in AI
  • Strengths and weaknesses of AI
• Balancing AI and human tasks
  • Whose task is whose 
• Using ChatGPT effectively
  • Tips for prompt optimization 
  • Multi-modal features 
  • Practice with ChatGPT

Uncovers the basics of AI and its potential for daily tasks and business processes. Participants learn what AI is, its applications, and the ethical considerations involved. Examines when to use AI and when to rely on human oversight, with a focus on ChatGPT. Gain the knowledge and confidence to make informed decisions and implement AI tools effectively. 

What We’ll Explore: 

• Understand the basics of AI and its applications 
• Recognize the limitations and ethical considerations of AI 
• Learn to balance AI tasks with human tasks for optimal productivity 
• Learn how to use ChatGPT effectively 

• Where does time go?
• Efficiency vs effectiveness
• Pareto principle
• Energy peaks and valleys
• How do I regulate it?
• REP Plan
• The Planning Fallacy
• How do I get there?
• Calendar blocking

Learn to prioritize projects among the changing and competing demands on your time. You will also gain an understanding of how your current workplace requires you to constantly retool to work strategically instead of working harder. This course will help you to focus on key practices for managing your time effectively. You will learn practical tools that can help you to better plan and execute all that you must accomplish on any given day. 

What We’ll Explore:

• Becoming aware: Thinking realistically about time
• Regulating your time: Methods to prioritize and organize
• Business application: Tools to manage your time 

• Intro to the FOR-Growth Model for giving impactful feedback 
• Practice the FOR part of the model on positive and constructive feedback situations
• Learn to refine FOR with the 4 Growth steps 
• Practice the complete model on real-life situations 
• Learn to turn the feedback you receive into FOR-Growth feedback 
• Create a positive, reinforcing loop of giving and receiving feedback

Give and Receive Feedback is one of our foundational course geared towards managers that covers the basics of a subject many people find difficult. Participants explore a systems approach rooted in growth to giving and receiving feedback that is flexible and holistic. Our approach is still grounded in observable, situational details but takes giving and receiving feedback a step farther, resulting in unique and authentic feedback that is more likely to be heard, understood, embraced, and acted upon.

What We’ll Explore:

• Define and prioritize growth when giving feedback 
• Learn and practice our FOR-Growth feedback model through the lens of situational understanding 
• Learn to reverse engineer the feedback you receive to turn it into FOR-Growth feedback

• Discover why roles matter when giving feedback
• Intro to the FOR-Growth Model for giving impactful feedback  
• Practice the FOR part of the model on positive and constructive feedback situations
• Learn to refine FOR with the 4 Growth steps  
• Practice the complete model on real-life situations  
• Learn to receive feedback with a growth mindset
• Create a positive, reinforcing loop of giving and receiving feedback 

Give and Receive Feedback for Teams is one of our foundational courses on a subject many people find difficult. This is a companion class to our Give and Receive Feedback for Managers class and covers every situation that is not from a manager to a direct report. Participants explore a systems approach rooted in growth to giving and receiving feedback that is flexible and holistic. Our approach is still grounded in observable, situational details but takes giving and receiving feedback a step farther, resulting in unique and authentic feedback that is more likely to be heard, understood, embraced, and acted upon.

What We'll Explore: 

• Define and prioritize growth when giving feedback 
• Learn and practice our FOR-Growth feedback model through the lens of situational understanding 
• Learn to apply a growth mindset to the feedback you receive

‍

• Writing for your audience
• Exploring your reason for writing  
• How to write effectively and empathetically
• Checking the tone  
• Proofreading and editing

Develop top-notch professional communication skills by learning the principles of business writing.

The ability to write simply and specifically is a powerful skill that will improve your effectiveness no matter the reason you’re writing. In this workshop participants will explore the rules of excellent business writing and learn how to incorporate these rules into their daily communication. Participants will discover how to write for the reader in order to maximize the readability of their writing while also learning to error-proof their writing to avoid judgment.

What We’ll Explore:

• The challenges of digital communication and business writing
• Learnit’s WRITE model for clear and effective business writing
• Tips to improve your email efficiency and etiquette 

• Find your flow Multitasking is a myth  
• Active your flow State  
• Control your distractions  
• Pomodoro technique
• How to say "no" professionally
• Navigate shifting priorities
• Reactive vs Proactive Urgent vs important

So, you’ve learned to plan your day by optimizing your schedule. You’ve blocked your calendar to accurately reflect the time you actually need to complete tasks. You’ve matched the different types of work you do with your energy peaks and valleys. Yet it is still a challenge to manage your time because the realities of the modern workplace will conspire to distract you. This course will help you maintain focus and stay on track. You will learn practical tools that can help you to better align your daily activities to accomplish your goals.

What We’ll Explore:

• Finding our flow
• Shut down distractions
• Navigate shifting priorities

• AAA of Resilience  
• Reframing your perspective with cognitive reappraisal
• Challenge the appraisal
• How to grip your grit
• Grit and goal setting

It’s easy to feel overwhelmed with the rapid changes that take place in technology, communication, and working environments. So how can you foster a positive mindset and develop strategies to stay resilient and growth-oriented? This training will give you the mental framework and tools you need to prepare for change and to maintain a growth mindset amidst change or challenging times.

What We’ll Explore:

• Change and growth
• Becoming more resilient 
• Developing more grit

• Explore the difference between influence and authority  
• Learn why influence is important in the workplace
• Discover Learnit's Benefit/Relationship Matrix © 2024 LearnIt, Inc.
• Learn how to build and manage relationships
• Make your ask advantageous
• Use emotion/logic and push/pull to communicate your objective
• 4 methods to influence  

Perhaps no topic has garnered more interest in recent years than how to build influence in an organization. This is especially true for those who work in flatter, matrixed organizations where getting work done often depends on the support of others. Influence without Authority will show you a clear, actionable model for growing your influence, deepening your relationships, and getting more done.

What We’ll Explore:

• Examine and practice Learnit’s Benefit/Relationship Matrix © 2024  LearnIt, Inc.
• Communicate your objective using a balance of logic and emotion
• Learn how and when to time your request

•  Overview of the impact on AI and organizations 
  • The advantages and risks of integrating AI
• Identifying Tasks for AI Integration 
  • The role of AI vs the role of your team
  • Uniquely human strengths
• 4-step process for adopting AI
  • Identifying tasks to automate and augment with AI 
  • The right tool for the task 
  • Guidelines for integrating and managing change 
  • Current goals and future state
• The Crisis of Meaning
  • The value of human input 

Explores how managers and leaders can adopt AI in their teams, clarifying the role of AI versus the role of human team members. Participants learn how to address employee concerns and manage change when introducing AI. Discover guidelines to integrate AI as a collaborative team member, so you and your team can spend more time focusing on strategic tasks. 

What We’ll Explore: 

• Understand the advantages and risks of integrating AI
• Gain insights into balancing AI and human roles 
• Learn the four-step process for adopting AI 
• Develop strategies for managing change and addressing challenges in AI integration. 

• Getting Connected Exercise
• Inclusion as a Mindset
• The Impact of Exclusion
• The Practice of Inclusion Pop-quiz: How Inclusive Are You?
• Actions to Stop, Start & Continue
• 7 Acts of Inclusive Leadership
• Applying this to Your Team

Embark on a transformative journey with Lead Inclusive Teams: Create a Mindset of We vs. Me. Explore actionable strategies that steer diverse teams toward a shared culture of belonging. Beyond mere information, our approach is an engaging experience deeply rooted in contemporary research and best-practices. Crafted for immediate application in your workplace, this engaging session empowers you to cultivate an inclusive mindset that not only understands diversity but actively fosters it.

What We’ll Explore:

• Grasp the definition, importance and impact of Inclusive Leadership
• Learn the art of developing an inclusive mindset, recognizing and valuing diversity, and fostering a culture of belonging
• Acquire practical actions and strategies for seamlessly applying inclusive leadership

• Define change management
• Explore the change management process  
• Learn the key roles and how to work effectively with each
• Create a change management plan using the CSC Framework
• Examine strategies for avoiding costly mistakes and the dangers of change fatigue

Execute change like a pro with essential skills learned in this change management course.

Employees are constantly experiencing change at work. Whether you are planning for a forthcoming change initiative or currently executing one, this course will introduce essential information and best practices that will improve adoption. The goal with change management is to help employees successfully and smoothly transition from a current state to an ideal future state.

What We’ll Explore:

• Components and roles of change
• Creating a change plan
• Avoiding costly mistakes

Introduction to AI for Productivity

• Overview of AI and its impact on productivity

Identifying Routine Tasks for Automation

• Recognizing repetitive and time-consuming tasks
• Prioritizing tasks for automation
• Leveraging ChatGPT

Research, Summarize, Analyze

• Choosing the right tool for the task
• Requesting different output mediums

Personalizing Your Workflow with AI

• Using AI for personal and work tasks

Explores how AI can boost productivity. Participants learn to use AI tools like ChatGPT to automate routine tasks, research and summarize data, and personalize workflows. Hands-on exercises provide practical skills to apply AI solutions right away. Learn practical ways to streamline tasks, enhance efficiency, and maximize productivity.

What We’ll Explore:

• Understand the potential of AI tools in boosting productivity and efficiency.
• Learn to identify and automate routine tasks using AI.
• Leverage AI to research, analyze, and summarize
• Gain insights into personalizing workflows with AI to meet specific needs

• Introduction to decision-making challenges
• Balance the scales
• DECIDE decision-making model
• Optimal Stopping Delayed Intuition Matrix
• Take a BEAT decision-making model
• Leave with action items and a plan for better, quick, in-the-moment decision-making habits

This course is for those who make important decisions. It is ideal for situations when you have time, resources, and the ability to aggregate multiple and, hopefully, differing points of view to arrive at the best possible decision. Easy to say, hard to do. Because all of us have a natural and automatic tendency to jump to conclusions, this class is meant to help you temper the rush to judgment with specific, actionable models that balance the benefits of clear-eyed deliberation with our equally beneficial faculty of human insight and intuition. 

What We’ll Explore:

• Understand the risks of biased, instinctual decision-making
• Introduce how to rebalance the scales for both clear-eyed deliberation and human intuition
• Learn the four decision-making models 
• Begin the habit-changing process for making better, quick, in-the-moment decisions 

• Active Listening Self-assessment  
• Why listening is hard  
• 3-step model to be a great, active listener  
• In-session practice
• Reflective Listening
• The one thing you can do to make sure you always listen
• What is reflective Listening Paraphrasing Clarifying and diagnostic questions
• Giving others the experience of feeling heard

Develop your active listening skills and improve communication at work.

Learn to be a better listener with a clear, actionable process to really hear what others have to say and give others the experience of feeling heard. You will gain an understanding of the current state of your listening skills and clarity on where to improve. The class is very interactive with lots of practice opportunities and designed to help you immediately improve. 

What We’ll Explore:

• Learnit’s EAR listening model 
• Next-level listening 
• Giving others the experience of feeling heard

• Project and Project Management Defined  
• Project roles defined  
• An introduction to Project Management Methodologies
• Project Management Triangle  
• The Five Project Phases  
• Project Objectives, Deliverables, and Requirements  
• Task Management and Creating a Task List

Learn to better manage projects with essential skills taught in this project management training.

Whether you are starting a new project or currently executing an existing project, this course will help participants better understand essential information and best practices that will improve project performance. This course helps project teams align on terminology, roles & responsibilities, and provides techniques for breaking project deliverables into manageable tasks.

What We’ll Explore:

• Methodologies and project phases
• The project management triangle
• Task management and task lists

• The importance of risk management for organizations  
• Risk identification and analysis
• Approaches for identifying risks  
• Techniques for analyzing the probability and impact of a risk  
• Risk prioritization
• Developing a risk management plan
• Introduction to the RAID log  
• Approaches for managing risk  
• Creating mitigation and contingency plans 
•  Embedding risk management into the organizational culture

Learn skills you need to help maintain success and continuity at your organization with this key risk management training.

Risk management is essential for organizations of all sizes as it helps to identify, analyze, and mitigate risks that could negatively impact operations, projects, finances, reputation, and people. By effectively managing risks, leaders and teams can minimize losses, avoid legal and regulatory penalties, and ensure the continuity of business operations. Risk management also enables organizations to make informed decisions and allocate resources more efficiently, which can lead to improved performance and competitive advantage.

Outcomes:

• Understand key components of the risk management process and why it is important
• Know the difference between a risk and issue, along with how to prioritize efforts
• Be able to identify, analyze, and determine the best approach for managing risk
• Ability to track risks in an organized and efficient way
• Knowledge on how to encourage risk management within your organization

• Build trust with your manager  
• Empathy, competence, and authenticity mapping
• Help your manager manage you  
• The ABCs of meeting to manage Up
• Know the ROPES: Planning an agenda during advanced preparation 

Managing up creates a healthy, productive relationship with your manager and moves your development forward. Relationships can be particularly challenging in the hybrid workplace where your interactions with managers may be more limited. Intentionally managing up using key practices makes both your job and your manager’s job easier and more collaborative, whenever and wherever you may be working. 

What We’ll Explore: 

•  Understanding what managing up is and how it works 
• Communicating with your manager using best practices 
• Collaborative problem solving for accountability and consensus 
• Developing plans to document and share continuous feedback

• The stress experience  
• Eustress vs distress
• E.A.S.E.: Examine it, Alleviate it, Shift it, Embrace it
• Promoting eustress

Boost your workplace wellness by learning key techniques for managing stress at work.

Stress is a normal part of every day. We may think of it as only bad or distress, but we also experience eustress, a positive type of stress. This interactive workshop investigates the causes of stress at work and teaches how to differentiate between distress and eustress. Participants will first master stress management strategies by creating an action plan that mitigates or regulates their stress triggers. Participants will then learn how to optimize eustress to use it to their advantage.

What We'll Explore:

• The cause and experience of stress
• Eustress vs distress
• Learnit’s E.A.S.E. model

• Traditional reviews vs performance coaching  
• Prepping for performance reviews  
  • The 3Ps of Progress Reporting  
• Writing performance reviews  
  • 3 tips for specific and action-oriented reviews  
  • Dos and don’ts of writing reviews  
• Performance review conversations  
  • The Opening  
  • The discussion 
  • The closing  
  • Introducing a course correction opportunity 

Module 3

Lesson 1: Executing a Project

• Enter Task Progress
• Update Task Progress with SharePoint
• Update Work
• Update Costs

Lesson 2: Monitoring Project Progress

• View Project Progress
• Add Custom Fields
• Create Custom Views
• Create a Network Diagram
• Analyze a Project Plan

Lesson 3: Controlling a Project Plan 

• Edit the Task List
• Reschedule Tasks
• Update a Baseline

Module 4

Lesson 4: Reporting on Progress

• Format and Share a Chart View
• View Existing Reports
• Create Custom Reports
• Create a Visual Report

Lesson 5: Customizing the Application

• Change Project Options
• Create a Project Plan Template
• Share Resources
• Link Project Plans

This hands-on course guides participants through: executing a project; updating task progress, cost and work deliverables with SharePoint; monitoring project process using custom fields and network diagrams; and producing professional, results-driven reports by building custom reports and visuals. Participants will also learn how to customize the application for their specific needs using Options settings, creating and sharing templates, and linking projects.

Project managers and coordinators. Basic proficiency with Windows UI. Some familiarity with MS Office a plus - but not required.

Module 1

Lesson 1: Getting Started with Microsoft Project

• Identify Project Management Concepts
• Navigate the Microsoft Project 2016 Environment

Lesson 2: Defining a Project

• Create a New Project Plan
• Define a Project
• Assign a Project Calendar

Lesson 3: Creating and Organizing Tasks

• Add Tasks to a Project Plan
• Import Tasks From Other Programs
• Create a Work Breakdown Structure
• Define Task Relationships
• Schedule Tasks

Module 2

Lesson 4: Managing Project Plan Resources

• Add Resources to a Project Plan
• Create a Resource Calendar
• Enter Costs for Resources
• Assign Resources to Tasks
• Resolve Resource Conflicts

Lesson 5: Finalizing a Project Plan

• Optimize a Project Plan
• Set a Baseline
• Share a Project Plan

This hands-on course introduces participants to developing project plans, tracking and managing project resources, creating powerful visual reports, and tracking and monitoring project deliverables with ease. Participants will learn terminology, how to create and define a project, add tasks to the project plan, and create a work breakdown structure.

Project managers and coordinators. Basic proficiency with Windows UI. Some familiarity with MS Office a plus - but not required.

• How to build team motivation
• Provide clarity to your employees
• Assess your management style
• Reduce dissatisfaction and maximize satisfaction Make team motivation personal

Develop your motivational skills and learn how to motivate your team.

Teams with motivated employees are highly adaptable, exude positivity, and demonstrate higher levels of performance and productivity. This workshop takes team leaders through the process of reflecting on how their attitudes and beliefs shape employee motivation. It then guides leaders through a four-part plan with clear strategic and practical actions they can take to create a work environment optimized for sustainable motivation. Motivation isn't something you can do to or for others. But you can create optimal conditions for motivation which is what this class is all about.

What We’ll Explore:

• The value: Why we need motivated employees
• Build the foundation: 4 essential components of a motivational environment
• Take it further: The impact of optimism and appreciation

• The value of negotiation for employees and employers
• Four main reasons to negotiate  
• What is win/win negotiation
• 4 S's of Successful Negotiation: Achieving a favorable deal for both parties
• Negotiation case study

No matter your role or leadership level, negotiation is an everyday workplace occurrence that can leave a sour taste with lasting consequences. In this workshop, you will deepen your negotiation skills to help you achieve positive-sum outcomes for everyone involved, allowing you to maintain trust and strong relationships with colleagues, clients and vendors.

What We’ll Explore:

• Understand the value of negotiation skills in the workplace
• Learn a four-part model to achieve successful win/win negotiations
• Develop communication strategies for more effective negotiations
• Strategize negotiation plans utilizing collaboration and empathy

Module 1: OneNote Basics

Lesson 1: Getting Started with OneNote

• Navigate the OneNote 2016 Environment
• Use Templates
• Customize the OneNote User Interface

Lesson 2: Adding and Formatting Notebook Content

• Apply Formatting to Notebook Content
• Insert Images and Audio into a Notebook
• Add Quick Notes and Links
• Use Drawing Tools

Lesson 3: Embedding and Attaching Files

• Embed Excel Spreadsheets
• Attach Other File Types

Module 2: Searching and Sharing Notes

Lesson 4: Organizing and Searching Notebooks

• Use Tags
• Organize and Search Notebooks

Lesson 5: Finalizing a Notebook

• Proof and Print a Notebook
• Configure Password Protection and Notebook Properties

Lesson 6: Managing Notebook Files

• Export Content from OneNote Notebooks
• Back Up and Restore Notebook Content

Lesson 7: Sending and Sharing OneNote Content

• Send OneNote Content in Other Formats
• Share OneNote Content by Using OneDrive

Learnit offers OneNote training courses. Whether you're new to OneNote or an advanced user, our training will cover all you need to know to become an OneNote power user. Microsoft OneNote lets you create and store notes in a convenient location, enabling you to find and use them simply. The organizational power of OneNote is essential to maintaining productivity. 

Outcomes:

• Understand Microsoft OneNote interface and Notebook structure
• How to create a Notebook
• How to create Notes
• How to organize content and search for information in a OneNote notebook
• How to integrate OneNote with other office applications
• How to use OneNote to share notes with people  

Module 3: Automating Outlook

This module will cover more advanced settings within Outlook. We will also talk about the search functionality and automating repetitive tasks.

What We'll Explore:

• Be able to group, sort, filter, and search for messages
• Can modify settings within Outlook
• Ability to create automated replies
• Can create rules to simplify repetitive tasks

Lesson 1: Modifying Messages and Setting Global Options

• Insert Advanced Characters and Objects
• Modify Message Settings and Options
• Configure Global Outlook Options
• Customize the Outlook Interface

Lesson 2: Organizing, Searching, and Managing Messages

• Group and Sort Messages
• Filter and Manage Messages
• Search Outlook Items

Lesson 3: Managing Your Mailbox

• Use the Junk E-Mail Filter to Manage Messages
• Manage Your Mailbox

Lesson 4: Automating Message Management

• Use Automatic Replies
• Use the Rules Wizard to Organize Messages
• Create and Use Quick Steps

Module 4: Advanced Outlook Settings

This module dives deep into the tools that help organize your messages, manage your contacts, assign tasks, and schedule meetings/appointments on your calendar. It will also show you how to share and delegate your mailbox to co-workers.

What We'll Explore:

• Can work with multiple calendars
• Can import and export contacts
• Ability to share and delegate access to other users
• Be able to create and assign tasks
• Can back up outlook items

Lesson 5: Working with Calendar Settings

• Set Advanced Calendar Options
• Create and Manage Additional Calendars
• Manage Meeting Responses

Lesson 6: Managing Contacts

• Import and Export Contacts
• Use Electronic Business Cards
• Forward Contacts

Lesson 7: Managing Activities by Using Tasks

• Assign and Manage Tasks

Lesson 8: Sharing Workspaces with Others

• Delegate Access to Outlook Folders
• Share Your Calendar
• Share Your Contacts

Lesson 9: Managing Outlook Data Files

• Use Archiving to Manage Mailbox Size
• Back Up Outlook Items
• Change Data File Settings

Learnit offers an extensive Microsoft Outlook training course that covers various versions including 2016, 2013, 2010 and earlier. All our training courses are delivered by our world-class trainers ready to help you or your employees get the most out of Microsoft Outlook.

Anyone who uses Microsoft Outlook and who would like to learn how to more efficiently manage their mailboxes, modify settings, create automated replies and message management, and manage data files.

Module 1: Basics of Outlook

This module will help you to navigate outlook and talk about how we can format our messages with attachments and also track them.

Lesson 1: Getting Started with Outlook

• Navigate the Outlook Interface
• Work with Messages
• Access Outlook Help

Lesson 2: Formatting Messages

• Add Message Recipients
• Check Spelling and Grammar
• Format Message Content

Lesson 3: Working with Attachments and Illustrations

• Attach Files and Items
• Add Illustrations to Messages
• Manage Automatic Message Content

Lesson 4: Customizing Message Options

• Customize Reading Options
• Track Messages
• Recall and Resend Messages

Module 2: Managing Outlook

This module introduces the tools that help organize your messages, manage your contacts, and schedule meetings/appointments on your calendar.

Lesson 5: Organizing Messages

• Mark Messages
• Organize Messages Using Folders

Lesson 6: Managing Your Contacts

• Create and Edit Contacts
• View and Print Contacts

Lesson 7: Working with the Calendar

• View the Calendar
• Create Appointments
• Schedule Meetings
• Print the Calendar

Lesson 8: Working with Tasks and Notes

• Create Tasks
• Create Notes

Learnit offers an extensive Microsoft Outlook training course that covers various versions including 2016, 2013, 2010 and earlier. All our training courses are delivered by our world-class trainers ready to help you or your employees get the most out of Microsoft Outlook.

• Learn a 3-step model to help you experience a fulfilling and meaningful career trajectory 
• Plot your career path using a ladder, lateral or lattice model 
• Learn which competencies are most important for director-level roles 
• Learn how coaching can help you become a more effective leader 
• Understand how your personal brand can help you advance your career and achieve your goals. 

Take control of your professional trajectory and learn skills and frameworks to be empowered in your career growth.

Progressing from manager to director is a significant leap that requires a new set of skills. In this workshop, we begin by examining where your career is today and where you want it to be. Next, we look at ways to get you there, including introducing competencies essential for all leaders, coaching to unlock your full potential, and personal branding.

What We’ll Explore:

• Accurately assess where your career is today
• Understand what’s most important to you in your professional career
• Activate the competencies most essential for leadership roles
• Develop your personal brand to help you achieve your goals

Anyone who wants to advance their career will benefit from this workshop, especially managers and senior managers who want to become directors. Individual contributors, team leaders, and middle managers may also gain insight from the principles and practices discussed in this workshop.

Day 1: Prepping Data and Creating Visualizations

Lesson 1: Introducing Power BI 

• Navigating the Interface
• Power BI Web Services
• Building a Report Using Excel Data
• Publishing and Sharing Power BI Reports

Lesson 2: Shaping and Combining Data

• Importing from Multiple Data Sources
• Using Power Query
• Shaping, Transforming and Combining Data
• Producing Reports Using your Data Transformations

Day 2: Modeling Data and Publishing Options

Lesson 3: Modeling Data 

• Establishing Table Relationships
• Writing DAX (Data Analysis Expressions)
• Building Custom Calculated Columns
• Building Custom Data Measures
• Incorporating your Custom Columns and Measures in Reports 

Lesson 4: Publishing Options

• Overview of Power BI Web Service Capabilities
• Building a Web Service Dashboard
• Sharing your Dashboards
• Installing and Using the Power BI Mobile App
• Embedding Reports in Web Pages
• Publishing Reports to MS SharePoint and MS Teams 

Are your usual pie charts getting yawns in meetings? Power BI, like its competitor Tableau, is Microsoft’s software for building sophisticated “data visualizations”: elegant and often interactive graphical representations of your data – beyond what you can find in Excel or even Crystal Reports. In this class we’ll show you how to navigate the software so you can build and publish the kind of data-based reports that will get the office talking.

Prepping Data. After we’ve shown you the basic navigation and main areas of Power BI, we’ll cover how to import your data and clean it up. You can get data from multiple sources: Excel, SQL Server, XML and online services like Azure and Google Analytics. You can even combine tables from different sources by designating “join” relationships between them. Along the way we’ll show you how to set cleanup rules for any messiness in your imported data.

Different Visualizations. Once your data is ready, you’ll learn how to create stunning visualizations from it: bubble charts, heat maps, geographic shape maps, and more. You’ll learn how to publish them as standalone documents to bring to your next meeting.

Extending Data. In addition to simple data cleanup, Power BI offers tools to shape and combine data, including Power Query and Data Analysis Expressions (DAX), a toolkit of functions and formulas to return calculated values. This lets you incorporate key business summary data into your visualizations.

Publishing Options. Once your visualization is perfected, you can share it with others online by posting it to Office 365 or the Power BI mobile app. You’ll also learn how to embed reports into web pages, or post them to SharePoint or MS Teams. Finally, we’ll show you how to build interactive dashboard reports to combine your different data visualizations.

Module 1:

What We'll Explore:

1. Navigate the PowerPoint interface and manipulate core components 
2. Design presentations with templates, themes and layouts
3. Add and format text and images

Lesson 1: Getting Started with PowerPoint 

• Navigating the PowerPoint Interface 
• Viewing a Presentation’s Different Components
• Creating and Saving PowerPoint Presentations
• Using PowerPoint Help 

Lesson 2: Developing a PowerPoint Presentation 

• Selecting a Presentation Type 
• Editing Text with Shortcuts 
• Building a Presentation 
• Using PowerPoint Designer* (Office 365 Users) 

Lesson 3: Performing Advanced Text Editing Operations 

• Formatting Characters 
• Formatting Paragraphs 
• Formatting Text Boxes 

Lesson 4: Adding Graphical Elements to Your Presentation 

• Inserting and Formatting Images 
• Using the Background Removal Tool 
• Inserting and Formatting Shapes 
• Using the PowerPoint Eyedropper 

Module 2:

What We'll Explore:

1. Align, layer and group PowerPoint objects. 
2. Create or import table data into a PowerPoint presentation 
3. Create charts using PowerPoint or Excel
4. Create dynamic presentations with animations and transitions 

Lesson 5: Modifying Objects in Your Presentation 

• Formatting Objects 
• Grouping Objects 
• Arranging and Aligning Objects 
• Animating Objects 

Lesson 6: Adding Tables to Your Presentation 

• Creating a Table
• Formatting Tables
• Inserting a Table from Other MS Office Applications 

Lesson 7: Adding Charts to Your Presentation 

• Creating a Chart 
• Formatting a Chart 
• Inserting a Chart from MS Excel 

Lesson 8: Preparing to Deliver Your Presentation 

• Reviewing Your Presentation 
• Using MORPH and Other Transitions
• Printing Your Presentation
• Delivering Your Presentation 

PowerPoint is Microsoft’s flagship application for creating multi-page presentations, pitch decks, tutorials, and even one-pagers like infographics, flyers and posters. In contrast with MS Word, PowerPoint gives you more control over where images and text appear on each page. Learn to use PowerPoint the right way and you’ll be amazed at how quickly you can put together clean and impactful presentations!

Starting Out. PowerPoint shares the same user interface as other MS Office 365 apps and we’ll show you how to navigate it. You’ll learn about the different ways of looking at your slide deck: normal (slide view), outline, sorter, handouts, notes and a few more. We’ll show you how slides are integrated into an automated outline using title and subtitle text boxes.

Design Features. PowerPoint offers several built-in features to make your presentations look like they’ve been professionally produced. You’ll try out choosing different templates, themes, and layouts to find the style most appropriate for your audience. We’ll also demonstrate PowerPoint Designer, an AI tool that examines the text on each slide and suggests attractive design schemes and relevant accompanying illustrations.

Formatting Text. You won’t get all the options you see in MS Word, but PowerPoint still lets you create bulleted and numbered lists, indented paragraphs, and the usual font, tab and color options. Squeezing text into available spaces on a PowerPoint slide is indeed an art form!

Adding Graphics. You can spice up your slides by inserting pictures, shapes, and clip art. PowerPoint gives you access to millions of clip art illustrations and stock photos. We’ll show you how to resize, crop, and position them exactly where you want them, and order them in front of, or behind, other graphics. You can even import charts and tables from Excel.

Delivery. Most PowerPoint files are presentations meant to be delivered in real-time in front of an audience. Fortunately PowerPoint offers a number of features to perfect your delivery, from slide transitions to handouts to timing practice. We’ll show you how to keep those butterflies in your stomach by using these features to ensure your presentation is well-received.

Module 1: Planning, Content, and Delivery

Topics:

• Using Storytelling Techniques in PowerPoint
• Techniques for Reporting Information Effectively
• Avoiding Boring PowerPoints
• Other Hard-To-Avoid Common Mistakes
• When to Read Slides Out Loud in a Monotone
• Handling Data-Heavy Presentations and Individual Slides
• Researching your Audience and Adapting your Presentation
• Using the Presenter View
• When to Use Humor and Animation
• Strategies To Reduce Information Overload
• Techniques to Increase Retention
• Making Content Decisions: Dropping, Moving, or Expanding

Module 2: Designing Clean and Impactful Slides

Topics: 

• Using PowerPoint as a Written Document
• Font Choices: Size, Readability and Other Matters
• Creating “Clean” Designs
• 3 Graphic Design Rules You Must Know
• What To Do with Too Much Information
• Creating Slides our Brains Naturally Understand
• Design Tips and Tricks for Non-Designers
• Imagery Placement, Backgrounds, Borders and More
• Bullets Have Their Own Set of Rules

Module 3:

What We'll Explore:

1. Customize the Ribbon for easier access to your favorite commands
2. Create and update templates and slide master layout options
3. Incorporate SmartArt, headers, footers and math equations

Lesson 1: Modifying the PowerPoint Environment 

• Customizing the Ribbon 
• Setting PowerPoint Options

Lesson 2: Customizing Design Templates

• Modifying Slide Masters and Slide Layouts 
• Creating Custom Layouts using placeholders 
• Adding Headers and Footers 
• Modifying the Notes Master and the Handout Master

Lesson 3: Adding SmartArt and Math Equations 

• Creating and Modifying SmartArt 
• Animating SmartArt 
• Adding Math Equations

Module 4:

What We'll Explore:

1. Be able to insert audio and video files for launch within a presentation 
2. Collaborate with your team on PowerPoint design and revisions using OneDrive
3. Make use of PowerPoint’s presentation prep and delivery features

Lesson 4: Working with Media and Animations 

• Adding Audio to a Presentation
• Adding Video
• Using Microsoft Stream or Files from your Computer
• Taking Advantage of the Screen Recording Tool
• Setting Video/Audio Playback Options
• Customizing Animations and Transitions 

Lesson 5: Collaborating on a Presentation

• Reviewing a Presentation
• Marking as Final
• Inspecting Presentations for Hidden Properties
• Storing and Sharing Presentations via OneDrive and MS Teams 

Lesson 6: Customizing a Slide Show 

• Annotating a Presentation
• Adding Subtitles
• Setting Up a Slide Show
• Creating Custom Slide Shows
• Adding Action Buttons and Hyperlinks for Slide Navigation
• Adding a Zoom Feature to Images
• Recording and Replaying a Presentation with your Narration

Audiences are all too familiar with PowerPoint slide decks having the usual titles, headings, bullets and stock photos – so it can be a real eye-opener to experience a presentation with custom transitions, animations, and embedded videos! This class will take your slide decks to that “next level.”

Customizations. PowerPoint not only lets you customize the Ribbon buttons, but everything on the page itself, including the design elements: the background, headers, footers, and related templates like the Notes and Handouts “Master” slides.

Audio, Video, Animations. Imagine punctuating a point in your presentation with an audio clip from the poet Robert Frost, or a video of your CEO demonstrating a new product. Audio and video can add life to your slides, but they require production and editing. Animations are a less resource-intensive alternative to add zest to your presentations – and they’re not as hard as you might think.

Review and Delivery. With Microsoft OneDrive, you can save your presentation to the cloud and collaborate with your coworkers on revisions. For your own prep, you can annotate your presentations, rehearse timings, and record and replay your presentation narration.

Tips and Tricks. We’ll cover a few of the biggest bang-for-buck features available in PowerPoint, such as Action Buttons for navigating a slideshow delivery; zooming in to see larger images; customizing slideshows for beginner vs. advanced audiences, and more.

This class is for users who can create and format PowerPoint presentations with text, graphics and charts, but want to add audio, video, animations and other advanced features.

DAY ONE

Create Compelling Content

This workshop covers a complete process–from the beginning, middle, and end of your presentation–for identifying what to keep, what to leave out, and how to shape your remaining content for the greatest impact. 

Develop Dynamic Delivery

This workshop teaches you how to use your body, voice and eyes to enhance engagement and understanding.

Outline Day 1:

• 2 Key Principles
• Learnit’s 3x3 Presentation Guidelines
• 3 Elements of Delivery
• Working with Visuals Outline

DAY TWO

Small Group Coaching

Because the skills learned during this series must be practiced, we’ve designed this series to include at least one small group coaching session with feedback from your instructor and each other.

Conduct Q&A with Confidence

This workshop will help you stand in front of any audience with greater poise and confidence as well as give you the tools to handle even the toughest of questions.

Outline Day 2: 

• Practice elements of presentations
• The Presenter’s Mindset
• Challenge Limiting Beliefs
• Types of questions
• Advanced Q&A maneuvers

Great ideas don’t announce themselves. They need a champion, someone to present them in a clear, compelling, and memorable way. That’s what this series of workshops is designed to do. Whether it’s a keynote address, pitch or status update, this series of workshops and coaching sessions will help you bring your presentation to life. Topics covered include:

Create Compelling Content

This workshop covers a complete process–from the beginning, middle, and end of your presentation–for identifying what to keep, what to leave out, and how to shape your remaining content for the greatest impact. 

Develop Dynamic Delivery

This workshop teaches you how to use your body, voice and eyes to enhance engagement and understanding.

Conduct Q&A with Confidence

This workshop will help you stand in front of any audience with greater poise and confidence as well as give you the tools to handle even the toughest of questions.

Small Group Coaching

Because the skills learned during this series must be practiced, we’ve designed this series to include at least one small group coaching session with feedback from your instructor and each other.

• What is burnout
• The 12 stages of burnout
• Common challenges faced by managers  
• Organizational challenges  
• Interpersonal challenges  
• BURN up your burnout
• Establish a baseline
• Unite with others
• Reframe your experiences
• Navigating the day-to-day

Tune in to your company culture and the role middle management plays.

While managers are one of the most populous roles within many organizations, they are also one of the most prone to burnout. Recent research indicates that managers often describe themselves as lost, torn between multiple forces, isolated, and lonely. In this workshop, participants will take a deep dive into the experience of burnout, loneliness, and isolation specifically as it relates to being a manager. Participants will gain insight in organizational and interpersonal challenges managers face and create an individualized toolkit of practical solutions and actionable mindsets to navigate their own experience of burnout. 

What We’ll Explore 

• Organizational and interpersonal challenges that promote burnout
• Practical solutions to navigate burnout
• Mindset shifts to navigate burnout

• Getting Started with Python
• Fundamentals of Python Programs and Program Development
• Python Functions
• Python Sequences: Lists, Tuples, and Ranges
• Control Flow Statements
• Repetition Control Statements
• List Processing
• String Processing
• Sets and Dictionaries
• File Input/Output
• Object-Oriented Programming in Python

This Python fundamentals course will take you from a beginner with no programming experience to being able to write your own Python programs. Throughout the course you will get hands-on experience writing and running Python code and also work with functions, lists, strings, flow control statements, I/O, and object-oriented principles. The goal is to learn not just Python syntax but also programming logic and how to structure code. By the end, you’ll be prepared to build simple applications.

• Before a meeting 
  • Clarify goals  
  • Craft agendas  
  • Need vs nice vs want 
• During a meeting 
  • Engage and include  
  • Manage time  
  • Keep it positive  
• After a meeting  
  • Follow-up 
  • Gather feedback 

Focus on psychological safety training to have more inclusive meetings at work.

In this workshop, participants will learn how to leverage the power of psychological safety to run more effective, productive and high performing meetings. Participants begin with an assessment of the current state of their meetings which can be mapped onto the six core components of psychologically safe meetings. Participants will leave with a thorough understanding of our meeting framework leading to greater levels of inclusion, interaction, engagement, and productivity. 

What We’ll Explore:

• Learn what psychological safety is and how it relates to meetings
• Assess your meetings
• Apply 6 components to run a good meeting 
• Discover how power, privilege, and access can impact a meeting 

Day 1 - Topics 

Introduction to SQL Usage and Terminology 

• What is SQL and What can SQL Do? 
• SQL Keyword Command Language and Hierarchy 
• Introduction and Usage of the Select Clause Statement 

Executing A Simple Query 

• Connect to a SQL Database 
• Query a Database. 
• Save a Query. 
• Modify and Execute a Saved Query 

Performing Queries Using Criteria Conditions 

• Query Using One or More Conditions 
• Query for a Range of Values and NULL Values 
• Query Data Using Wildcard Characters 
• Applying And/Or Operators 
• Format Column Headings with Aliases 
• Format Query Results Data 

Day 2 - Topics 

Summarizing Data with Mathematical Functions 

• Perform Date Calculations 
• Summarize Data Using Aggregate Functions 
• Manipulate Text Results with String Functions 

Organizing Query Data Results 

• Sort Data with “Order By” Clause 
• Group Data with “Group By” Clause 
• Rank Data Using “Rank” Function 
• Filter Grouped Data 
• Summarize Grouped Data 
• Use PIVOT and UNPIVOT Operators 

Retrieving Data from Multiple Tables 

• Understanding SQL Joins 
• Retrieve Data by Joining Tables 
• Combine the Results of Two Queries 
• Compare the Results of Two Queries 
• Introduction into Sub-Queries 

Exporting Query Results 

• Export to Excel Workbook 
• Generate a Text File 

• Introduction to SQL Usage and Terminology 
• Executing Simple Queries 
• Performing Queries Using Criteria Conditions 
• Summarizing Data with Mathematical Functions 
• Organizing Query Data Results  
• Retrieving Data from Multiple Tables 
• Exporting Query Results 

Setting DREAM goals

• Define
  • Understand the organization’s larger strategy
• Refine
  • Conduct a SWOT-Adjusted analysis
  • Ask three questions to go from SWOT to solutions
  • Draft team and individual goals
• Inform
  • Get clear and get started on your goals
  • Write goals are SMART and fair
• Adjust
  • Learn how to adjust goals
• Map
  • Set checkpoints, celebrate success, and conduct regular formal assessments

Day 1 Topics:

• Understanding the SharePoint Structure and Components
• The SharePoint Apps Ecosystem
• How Site Permissions Affect User Access
• Navigating Your Company's SharePoint Team Site
• Using the Quick Launch and Top Link Bars
• Accessing Site Apps Through the Site Contents Area
• “Following” Sites
• Understanding SharePoint Libraries
• Creating SharePoint Libraries for Document Files
• Adding Files to A Library
• Creating Library Folders
• Different Types of Libraries
• Integrating SharePoint with MS Office Programs
• Opening and Editing Library Documents
• Working with the Office 365 On-Line Apps
• Editing in Office 365 On-Line vs. Desktop Apps
• Collaborating with Others in the SharePoint Environment
• Working in Simultaneous Multi-User Environment
• Understanding and Managing Versioning
• Using the Check-Out/Check-In Process to Ensure Single User Editing
• How the Content-Approval Process Works
• What Happens to Deleted Documents
• Using Alerts to Keep Up-To-Date on Users’ Activities in a Library

Day 2 Topics:

• Using Sort, Filter, And Search Tools; Locating Documents
• Understanding Search Levels
• Grouping Library Documents
• Customizing User Views
• Controlling the Visibility of Column Information
• Creating New Columns in a Library or List
• Creating Team and Personal Views
• Tracking Data with SharePoint Lists
• Creating New Lists
• Creating Records in a List
• Using Links Lists
• Calendars
• Task Lists
• Exporting Excel Data into a SharePoint List
• How Site Pages Are Used in SharePoint
• Creating and Formatting Site Pages
• Creating Links and Adding Content
• Creating and Configuring New SharePoint Sites as a Site Owner
• Adding News Pages and Quick Links
• Assigning Access Rights to Team Members
• Configuring Site Settings, Navigation and Search Capabilities

SharePoint is similar to WordPress in that it is a customizable website with add-ons, but unlike WordPress, SharePoint is specifically for intranets: websites visible to employees only. For the add-ons, Microsoft has collected the best features of its software applications. Which applications? Here are some: spreadsheets, calendars, contact lists, file shares, instant messaging, wikis, task lists, discussion boards, workflows, etc. – pretty much everything and the kitchen sink. Working in a SharePoint environment can be confusing at first since you’re presented with so many individual features – but with our trainer’s guidance and some hands-on practice, you’ll learn how the parts fit together and quickly become productive.

Sites and Apps. A “Site” is SharePoint’s term for a section of your intranet, for example, the Accounting department of your organization. In that Site you might find a contact list of employees in that department, a shared calendar of tax deadlines, a document library of tax forms, and a set of workflows for accounts receivable and payable. To set up these features, the site owner would have earlier installed a corresponding “App” to add sections to the Site to handle those features. We’ll show you how to navigate the basic Site structures and use the most common Apps.

Office 365 Collaboration. Since you can upload MS Office files to SharePoint, it only makes sense that you should be able to edit them inside a web environment, and indeed you can. You can also choose whether to have exclusive editing abilities (check-in/check-out features), or if you want to have multiple employees be able to simultaneously edit Excel, Word, and similar files, just like Google Docs. We’ll also show you how to set up content approval workflows using versioned documents where employees handle them at different stages.

Lists and Libraries. Whether your data is from a worksheet in Excel, an address book from Outlook, or a timeline of dates and duration from MS Project, these all have the same structure: they are lists of rows with column headings. SharePoint makes it easy to work with “Lists” like these – and in this class you’ll learn how to put them to good use. “Libraries,” on the other hand, are like folders full of documents, but with extra features that make it easier to organize and search them. We’ll show you when to use Lists and when Libraries are better.

Week 1

Day 1 – Develop Your Whole Health Workshop

In this workshop you will develop a comprehensive understanding of your emotional well-being, nutrition, and exercise and how they impact the quality of your life and work. During the workshop you will set personal wellness goals.

Day 2 – Health Coach Session 1

The day after the workshop event, you will attend a short private health coach session with Learnit's Health Coach, Bindi Delaney. Together you will create a plan to achieve your goals and refine them during this session.

Outline Week 1:

• The importance of whole health
• Balancing work and life
• Core elements of Whole Health: emotional well-being, nutrition, and exercise
• Set individual target goals
• Private session with Health Coach Bindi Delaney

Week 2

Day 1 - Unpack Stress to Change Your Mindset Workshop

Analyze stress patterns, learn creative techniques for managing stress and anxiety, and build a strategy to foster a positive mindset. Learn to retrain your brain, cultivate calm, and set individual target goals.

Day 2 – Health Coach Session 2

The day after the workshop event, you will attend your second short private session with LearnIT's Health Coach, Bindi Delaney. During this session, you will review your progress, reflect on the goals set in Week 1, and work together to refine your current objectives while setting new goals for the coming week.

Outline Week 2:

• Understand workplace stress
• Retrain your brain
• Identify and overcome thinking traps
• Cultivate calm for clear thinking and reframing thoughts
• Create new, positive experiences
• Set individual target goals
• Private session with Health Coach Bindi Delaney

Week 3

Day 1 - Improve Your Sleep & Self-Care Workshop

Assess your current sleep and self-care with self-discovery activities, learn about sleep patterns and best practices, and implement self-care and effective sleep strategies.

Day 2 – Health Coach Session 3

The day after the workshop event, you will attend your final private health coach session with Learnit's Health Coach Bindi Delaney. During this session, you will review your progress, reflect on the goals set in previous weeks, and work together to set new goals for the future.

Outline Week 3:

• The significance of sleep
• The impact of sleep deprivation
• Light and dark sleep cycles
• Self-care practices - Taking care of yourself
• Set individual target goals
• Private session with Health Coach Bindi Delaney

Lessons 

• Create project workspaces 
• Create and manage tasks 
• Launch different views for your projects 
• Set sharing permissions for real-time collaboration 
• Linking cells, attaching task & project-related files, and setting reminders 
• Adding Contacts 
• Formatting your Sheets 
• Create dashboards and reports 
• Create workflows 
• Automate alerts and approvals 
• Create forms for data gathering

Smartsheet Intro is for businesspeople of all types who could benefit from tighter, clearly defined process and projects. In this Smartsheet training, you will learn best practices, methodology, and mechanics around how to build and share collaborative checklists, project plans, calendars, and dashboards. Smartsheet is ideal for waterfall and agile projects, product launches, planning, events, and more.

Outcomes: 

• Be able to build and share collaborative Project Plans 
  
• Can create and publish reports 
  
• Ability to create Dashboards to Visualize your Data 
  
• Can add and manage tasks on a sheet 
  
• Can format sheet content to color code tasks 
  
• Ability to set automated alerts and tasks within a Project 
  
• Be able to create forms to obtain data

• What is creative problem solving?
• How do you know if you need a creative solution?
• 5P's: Questions to reframe the problem
• Apply Divergent Thinking
• Choose a solution by creating an idea matrix Implement and communicate a creative solution successfully

Upskill with Learnit and develop your problem solving and creative thinking skills.

Creative solutions sound appealing, but how do you know if they’re right for you? This workshop teaches you how to decide if you need a creative solution to your problem and offers several strategies for how to use creative thinking in the problem-solving process, ensuring that you get an innovative, unique and successful solution!

What We’ll Explore:

• Learn to think creatively in each step of the problem-solving process.
• Learn the simple four-step problem solving process.
• Learn to reframe problems.
• Learn to expand possibilities and narrow options with divergent and convergent thinking tools.

• Understanding Microaggression
• The Impact of Microaggression
• A New Approach: Subtle Acts of Exclusion
• The Practice of Inclusion Actions to Stop, Start & Continue

Stop Microaggressions: End Subtle Acts of Exclusion illuminates the blind-spots and understated actions that individuals, often unknowingly, take that can leave others with an experience of feeling excluded or “not heard”. Left unchecked, microaggressions negatively impact an organization’s culture, disrupts individual/team performance and ultimately obstructs leaders’ capacity to achieve promised business results. Join us on this engaging journey toward a more inclusive workplace—where diversity is celebrated, collaboration thrives, and each voice is valued.

What We’ll Explore:

• Understand and recognize the impact of microaggressions
• Learn a more contemporary approach to dealing with microaggressions (i.e., subtle acts of exclusion) 
• Gain practical experience and practice actional steps to stop the damaging impact of Subtle Acts of Exclusion in real-time

• Reasons for evaluating and improving processes  
• An introduction to the DMAIC process improvement model  
• How to create a Project Charter to support the process improvement efforts  
• Root cause analysis (RCA) tools that can be used to support the current process state  
• Getting the team aligned on process improvements

Increase your productivity at work by developing your process improvement skills.

These days we all know what it feels like to be asked to do more with less. More productive, more efficient, more effective and all with fewer resources. In this data-driven process improvement workshop, we will help you find ways to get better business results by understanding root causes of process challenges and directly addressing them with proven problem-solving techniques.

What we’ll explore: 

• The DMAIC model and problem-solving
• Developing a project charter
• Use Root Cause Analysis tools

• A model to build emotional intelligence for others  
• Emotion scientist vs. emotion judge  
• How to build empathy  
• Ways to engage and work effectively with others  
• A communication model to help build connection with others

Focus on your emotional intelligence training by developing your social awareness skills.

In this workshop, participants will learn how to use emotional intelligence to understand, connect, and work with others more effectively. The course is built on two emotional intelligence pillars: Empathy and Relationship Management and draws from the latest research and trends in emotional intelligence, including “emotion scientist,” observation, and active listening. Participants will leave with enhanced levels of understanding about the emotional experiences of others and how to connect and manage relationships in the workplace and in their personal lives.

What We’ll Explore:

• Understand the two key components of social awareness 
• Learn to perceive the emotions of others 
• Understand how to interpret and find meaning behind those emotions 
• Learn ways to build trust and earn respect to work more effectively with others 
• Identify our unconscious biases and learn ways to minimize or reduce them

Intro to the 4 Styles  

Self-assessment  

• All 4 styles in detail, with examples  
• Group discussion and practice to enrich understanding

Application of learning  

• Become fluent in their style  
• Action plan to improve real-life interactions  
• Learn the 3-step – From Chaos to Collaboration– protocol 

Develop your people skills and improve your communication at work.

This workshop teaches learners a simple but powerful framework for collaboration. It is based on the four fundamental team styles—Methodical, Visionary, Operational, and Empathic—each representing a distinct approach or mindset within a team. Understanding how to apply this framework empowers individuals to recognize and leverage each other’s diverse strengths and perspectives, while fostering a balanced and holistic team dynamic. 

What We’ll Explore: 

• The MOVE framework and discovering your preferred patterns 
• Situational awareness of team styles to improve collaboration 
• Common differences and how to build rapport with different styles 
• 3-step process for turning potential chaos and conflict into collaboration

Module 1: Creating your first visualizations and dashboard

• Connecting to data in Access
• Foundations for building visualizations
• Bringing everything together in a dashboard

Module 2: Working with data in Tableau

• The Tableau paradigm
• Connecting to data
• Working with extracts instead of live connections
• Metadata and sharing data source connections
• Joins and blends
• Filtering data

Module 3: Moving from Foundational to Advanced Visualizations

• Comparing values across different dimensions
• Visualizing dates and times
• Relating parts of the data to the whole
• Visualizing distributions
• Visualizing multiple axes to compare different measures

Module 4: Using row-level and aggregate calculations

• Creating and editing calculations
• Three levels of calculation
• Parameters
• Practical examples of calculations and parameters
• Ad hoc calculations
• Performance considerations

Module 5: Table Calculations

• An overview of table calculations
• Quick table calculations
• Scope and direction
• Addressing and partitioning
• Advanced table calculations
• Practical examples

Module 6: Formatting a visualization to look great and work well

• Formatting considerations
• How formatting works in Tableau
• Adding value to visualizations

Module 7: Telling a data story with dashboards

• Dashboard objectives
• Example – is least profitable always unprofitable?
• How actions work
• Example – a regional scorecard
• Story points

Module 8: Adding value to analysis - trends, distributions, and forecasting

• Trends
• Distributions
• Forecasting

Module 9: Making data work for you

• Structuring data for Tableau
• Dealing with data structure issues
• An overview of advanced fixes for data problems

Module 10: Advanced techniques, tips, and tricks

• Sheet swapping and dynamic dashboards
• Leveraging sets to answer complex questions
• Mapping techniques
• Using background images

Module 11: Sharing your data story

• Presenting, printing, and exporting
• Sharing a workbook with users of Tableau Desktop or Tableau Reader
• Sharing data with users of Tableau Server, Tableau Online, and Tableau Public

The Tableau Basic Training Course is designed as an introduction to Tableau for beginners. On completing the course, students will have a firm grasp of the basic techniques required to create visualizations, and combine them in interactive dashboards. Specifically, students will meet the following learning outcomes, among others:

• Creating foundational to advanced visualizations
• Working with data in Tableau
• Moving from Foundational to Advanced Visualizations
• Using row-level and aggregate calculations
• Formatting a visualization for appearance
• Adding value to analysis
• Advanced techniques, tips, and tricks for Tableau

As an introductory course, students are expected to have some experience using Microsoft Excel, but do not require any other prerequisite skills.

Please note: This class requires participants to preinstall Tableau Public Version Prior to enrolling, please confirm you will have access to the Tableau Public Version, as well as authorization from your IT department. Further, this class will not be available for Mac users.

Lesson 1: Teams Overview

• Understanding the Purpose of Teams
• Navigating Teams
• Setting up your Profile

Lesson 2: Teams Chat

• Chatting with a Colleague
• Group Chats
• Making a Video/Phone Call During a Chat
• Sharing Your Screen
• Viewing your Organization Chart
• Sharing Files Via Chat 

Lesson 3: Building a Team

• Creating a Team
• Creating Channels
• Creating a Post
• Searching for Posts, Files & Messages

Lesson 4: Outlook Integration 

• Modifying Calendar Views
• Scheduling a Meeting from Teams
• Scheduling a Meeting from Outlook

Lesson 5: Options Setting and Other Features

• Device Settings
• Teams Themes
• Notification Settings

Intra-office chat systems like Slack and Microsoft Teams are a smart alternative to today’s overflowing email inboxes and abandoned voicemails. MS Teams is actually much more than just a chat system; it offers phone calls, videoconferences, document attachments, website chat box integration, topic channels, and more.

Chat. After giving an overview of how to get around Teams, we’ll show you its primary feature: chat. Instead of sending an email, contacting a colleague by chat is much more effective when you need their immediate attention. Chat is a less formal way of communicating with coworkers, so you can safely intersperse emoji and customized Grumpy Cat memes. If you need to share a file with a coworker, it’s easier and faster than sending an email attachment.

Calls and Videoconferences. When you need more context to explain yourself, you can easily switch from chat to voice call or videoconference. We’ll show you how to manage a contact list within Teams, initiate calls, launch videoconferences, and share your screen. Like its competitor Zoom, MS Teams has a number of settings related to videoconferencing.

Building a Team. A larger organization will want to ensure that there are global “channels” for company-wide messaging and team-specific channels for individual office branches or departments. We’ll show you how to create teams and topic-specific channels for chat discussions between employees.

Outlook Features. Instead of being a replacement for email, the best way to use MS Teams is as a complement to Outlook: integrating it with calendars, meetings, and more. We’ll show you how to use these two cornerstone applications in harmony.

• Two systems of thinking  
• Applications of critical thinking  
• Self-Assessment  
• Evaluate Claims  
• Make Decisions  
• Solve Problems

Upskill with Learnit with important critical thinking training.

Critical thinking is an essential skill but one that is severely challenged by today’s heavy workloads and time constraints, leading us to frequently engage in rushed, impulsive, even irrational behavior. In this workshop, participants will learn how to minimize the cognitive biases and logical fallacies we susceptible to when evaluating claims, making decisions or solving problems.

What We’ll Explore:

• Assess your own personal biases 
• Evaluate the claims of others 
• Improved decision making 
• Arrive at rational solutions to problems

• What is strategic thinking?  
• The strategic thinking toolkit: mental models to support your strategic thinking  
• Practice on real-world situations

Strategic thinking is all about seeing the bigger picture. In this workshop, participants will discover how to adopt the mindset of a strategic thinker, no matter their role or position. This is not a workshop for developing a specific business strategy. Rather, the tools and frameworks explored in this workshop will help you to develop key skills that can confer a competitive advantage in today's rapidly evolving workforce. These skills include: finding opportunities in obstacles, seeing what others miss, challenging the status quo, and embracing systems thinking. 

What We'll Explore: 

• Understand what strategic thinking is 
• Opportunities for discussion and practical application
• Toolkit for Strategic Thinking 

Part 01: Effectively use Outlook to strategize our day 

Turning on The To-Do Bar 

• Creating and viewing Tasks 

Tools for Efficiency 

• Flagging messages for follow-up 
• Assigning and managing Categories for email 
• Assigning and managing Categories for Calendar items 

Tools for Effectiveness 

• Filtering by flagged messages 
• Arranging by Categorized messages 
• Using search folders to find flagged and Categorized messages 

Applying the Pareto Principle 

• Assigning your top tasks as high importance 
• Marking flagged items with high importance 

Part 02: Increase our regulation of time using Outlook 

REP Plan (Record, Estimate, Prioritize) 

• Managing Tasks with the To Do App 
• Creating a Task from a Message 
• Delegating a Task to someone else 

Calendar blocking with assigned Categories 

Part 03: Other Time Management Tools  

User-action tools: 

• Applying and managing Quick Steps 

Automated tools: 

• Applying Conditional Formatting 
• Applying and managing Rules 

You agree that time is important. You are looking for technical tools that extend beyond paper and pencil. Instead of adding yet another program, we will dive in to see what MS Outlook has to offer. How can MS Outlook help to strategize our day? Learn the tools that help to show tasks, filter those tasks, decide, and act accordingly. Take it a step further and automate those actions. The choice is yours; you can create a visual to see a snapshot of important items or you can turn them into a task. It is time to learn practical tools that can help you to better plan and execute all that you must conduct on any given day.

What We’ll Explore:

This workshop is for experienced Outlook users. If Outlook is the designated task-based tool in your environment and you want to learn to use it more efficiently, this course is for you.

Participants will depart with actionable strategies to recognize and address unconscious biases, cultivating a more inclusive and collaborative work environment.

• Getting Connected Exercise
• Unconscious Bias: What It Is, How It works and How to Disrupt It (in real-time)
• Neuroscience behind Unconscious Bias
• Thinking Slow vs. Fast
• The Practice of  Cultural Humility Moving into Action (application of this training back at work)
• Practicing the 5 Steps for Disrupting Unconscious Bias
• Calling-In vs. Calling-Out
• Creating your own Action Plan
• Recommended Reading & Video Clips

Transcend Bias: Create, Connect and Collaborate is a transformative learning session offering practical strategies to recognize and overcome unconscious biases impacting workplace relationships, innovation, and creativity. Through interactive exercises, participants deepen their understanding of unconscious bias, learning to interrupt it in real-time. Our primary focus is on cultivating bias-free connections and collaboration, fostering inclusive work environments. Take the first step towards creating positive change—register now and embark on a path to a more inclusive and collaborative future.

What We’ll Explore:

• Understand the impact of unconscious bias on relationships
• Learn practical, real-time strategies to overcome unconscious bias
• Develop skills to promote collaboration and strengthen connections with colleagues

• Overview of AI and its applications in business writing
• Benefits of integrating AI into the writing process
• Generating Ideas with AI
• Using AI tools to brainstorm and overcome writer's block
• Multi-step workflow and prompting techniques
• Creating templates with AI
• Learnit’s WRITE prompt for drafting any kind of writing
• Steps and components of the WRITE prompt
• Getting the right tone
• Tips for effective AI-assisted editing
• The importance of human oversight
• Training AI to write like you
• Prompting techniques to match your writing style
• Customizing your A

Explores how AI can enhance business writing. Participants learn to use AI tools like ChatGPT to generate ideas, draft documents, and improve editing and proofreading. Hands-on exercises provide practical skills to apply AI solutions right away. Think of it as a powerful toolkit to overcome writer's block, improve clarity, and streamline the writing process.

What We’ll Explore:

• Utilize AI to conquer writer’s block
• Draft any writing with Learnit’s WRITE framework
• Employ AI for editing and proofreading
• Learn to train AI to mimic your writing style

Module 5:

Lesson 1: Manipulating Images

• Integrating Pictures and Text
• Adjusting Image Appearance
• Applying Artistic Effects
• Inserting Other Media Elements 

Lesson 2: Using Custom Graphic Elements

• Creating Text Boxes and Pull Quotes
• Adding WordArt and Other Text Effects
• Drawing Shapes
• Creating Complex Illustrations with SmartArt 

Lesson 3: Collaborating on Documents

• Turning Track Changes On and Off
• Marking Up a Document
• Reviewing Markups
• Accepting and Rejecting Changes
• Merging Changes from Other Documents 

Lesson 4: Adding Document References and Links 

• Adding Captions
• Adding Cross-References
• Adding Bookmarks
• Adding Hyperlinks
• Inserting Footnotes and Endnotes
• Adding Citations and a Bibliography 

Module 6:

Lesson 5: Securing a Document

• Suppressing Information
• Setting Formatting and Editing Restrictions
• Restricting Document Access
• Adding a Digital Signature to a Document 

Lesson 6: Using Forms to Manage Content

• Creating Forms
• Modifying Forms

Lesson 7: Automating Repetitive Tasks with Macros 

• Automating Tasks by Using Macros
• Creating a Macro

Once you’ve learned and worked with the standard features of MS Word, you’ll be ready for some of its more advanced functions. For this class, we’ve curated the most popular and useful advanced-level MS Word techniques and tools. Whether you need to enhance your document with multimedia; collaborate with other authors and editors; or even add fillable forms – this class will expand your word processing toolset.

Graphics. A common misconception is that Word only offers cropping, resizing, and alignment of images. Did you know that you can also add shadows, reflections, 3-D bevels, and apply artistic effects like blurs and texture transforms? We’ll show you how to add some flair to your images and even create new graphics with “SmartArt” and the “Draw Shapes” tool.

Collaboration. One of Word’s most powerful – and frequently used – features is tracking changes in a document and highlighting them for acceptance or rejection by other team members. We’ll show you how to set up, and participate in, this review process.

References. MS Word offers a number of academic reference features like footnotes, endnotes, citations, cross-references and bibliographies. You’ll learn how to use these and also incorporate hyperlinks in your documents.

Security and Forms. MS Word is a great tool for surveys, forms, or other types of documents used to collect data. We’ll show you how to create and distribute fillable forms you can email to others. You’ll also learn how to restrict edit permissions and digitally sign your document to prove its authenticity.

Macros. If you find yourself performing the same sequence of steps again and again in your documents, you might consider using a “macro” to automate the process. We’ll teach you how to memorize a set of actions in MS Word and replay them again with a single keystroke.

Module 3:

What We'll Explore:

• Create and modify tables and charts.
• Customize and apply styles and themes.
• Create “building blocks” and “quick parts” to encapsulate content.
• Use built-in templates and create new ones.

Lesson 1: Organizing Content Using Tables and Charts

• Sorting Table Data
• Controlling Cell Layout
• Performing Calculations in a Table
• Creating Charts
• Adding an Excel Table to a Word Document 

Lesson 2: Customizing Formats Using Styles and Themes

• Creating, Applying and Modifying Text Styles
• Creating Custom List or Table Styles
• Applying Document Themes 

Lesson 3: Inserting Content Using Reusable Content

• Inserting Building Blocks
• Creating and Modifying Building Blocks
• Inserting Fields Using Quick Parts 

Lesson 4: Using Templates to Automate Document Formatting 

• Creating a Document Using a Template
• Creating and Modifying a Template
• Managing Templates with the Template Organizer 

Module 4:

What We'll Explore: 

• Control document flow with section breaks and content controls.
• Add a Cover Page, Table of Contents and Index.
• Conduct mail and email merge processes.

Lesson 5: Controlling the Flow of a Document

• Controlling Paragraph Flow
• Taking Advantage of Section Breaks
• Defining and Managing Columns
• Linking Non-Contiguous Text Boxes with Text Overflow 

Lesson 6: Simplifying and Managing Long Documents

• Creating Cover Pages
• Adding an Index
• Inserting and Updating a Table of Contents
• Inserting an Ancillary Table
• Managing Outlines
• Creating a Master Document

Lesson 7: Using Mail Merge To Send Multiple Customized Documents 

• The Mail Merge Feature
• Merging Printed Envelopes and Labels 
• Merging Customized Emails with Outlook

Sooner or later every user of MS Word encounters a document produced by a power user. When that happens, you may find yourself bewildered by an array of features that are impossible to edit unless you know how they work: tables of contents; multiple headers and footers; linked text boxes; and more. This class will demystify, and enable you to start working with, those kinds of sophisticated documents.

‍

This class is for MS Word users that can already create, edit, and format documents but who need next-level features like tables of contents, cover pages, charts, embedded spreadsheets, and mail merges.

Course Outline

Module 1:

Lesson 1: Getting Started with Word 

• Using Menus, Context Menus and the Ribbon Interface
• Creating and Saving Word Documents
• Managing your Workspace
• Previewing and Printing Documents
• Customizing the Word Environment 

Lesson 2: Formatting Text and Paragraphs

• Applying Character Formatting
• Controlling Paragraph Layout
• Aligning Text Using Tabs
• Displaying Text in Bulleted or Numbered Lists
• Applying Borders and Shading 

Lesson 3: Working More Efficiently 

• Making Repetitive Text Edits
• Applying Repetitive Formatting
• Using Styles to Streamline Repetitive Formatting Tasks 

Lesson 4: Managing Lists 

• Sorting Lists
• Formatting Lists 

Module 2:

Lesson 5: Adding Tables

• Inserting a Table
• Formatting a Table
• Converting Text to a Table 

Lesson 6: Adding Graphics 

• Inserting Symbols and Special Characters
• Adding Images to a Document
• Designating Text Wrap Options for Images

Lesson 7: Controlling Page Appearance 

• Applying a Page Border and Color
• Adding Headers and Footers
• Controlling Page Layout
• Adding a Watermark 

Lesson 8: Preparing to Save a Document 

• Checking Spelling, Grammar, and Readability
• Using Research Tools
• Checking Accessibility
• Saving a Document to Other Formats 

Need to get started with, or freshen up on, MS Word? As Microsoft’s flagship word processor has evolved over the years, it has changed so much that you can no longer just launch it and start typing up documents. Without understanding the right way to use MS Word, you are guaranteed to unnecessarily spend many hours reformatting and tweaking documents to get them to look right. Here’s what you need:

The Basics. The first step in learning MS Word is getting around the interface. If you’ve been using an older version, you’ll probably be surprised by the new “Ribbon’ interface – but don’t worry, we’ll show you how to navigate it. Within short order you’ll be able to create, preview, print, and save documents.

Formatting Text. Beyond changing fonts and colors, you’ll learn: how Word documents are structured into paragraphs with different formats; a tab stop system for aligning text; and borders and shading. We’ll cover two of the most useful text layouts: bullets and numbered lists. You will also learn the top keyboard shortcuts and how to instantly reapply formatting from one chunk of text to another.

Images. Adding an image to a Word document is straightforward. But getting it to align properly with the text can be tricky: there are no less than 7 alignment options, not to mention features for cropping, resizing and styling. We’ll show you the most important configurations to ensure your images beautifully complement the text. 

Tables. Like images, tables are objects with widths, heights, backgrounds, and borders. They also have numerous options for alignment, text wrapping, internal paragraph styles, and even controlling how they conform to page breaks. We’ll show you the most common table layout options.

Document Prep. When you’ve finished writing your document, it’s time to get it ready for printing and distribution. To that end, we cover how to spell-check, set page margins, add headers/footers, and more.

• A 5-step process for writing formal emails   
• Write emails for those who scan   
• Explore two frameworks for writing to persuade and influence   
• The 3P's of progress reporting   
• Write reviews that engage and motivate  

Develop your business writing skills to become a professional communication pro.

While there are basic business writing rules that apply to every situation, some situations require special adjustments. In this workshop, participants will learn practical tools for writing well in the most common situations. Topics covered include learning to create: emails that are scannable, relevant, and more likely to be read; documents that are more persuasive and by targeting the reader’s WIIFM; and a simple structure for reports that get right to the point while covering the most important information.

What We’ll Explore:

• Frameworks for better emails 
• Writing to persuade and influence
• Reporting clearly and effectively