Templates and Forms in Microsoft Office Leveraging and allowing others to leverage! Brought to you by: People-OnTheGo www.people-onthego.com www.people-onthego.com.

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Presentation transcript:

Templates and Forms in Microsoft Office Leveraging and allowing others to leverage! Brought to you by: People-OnTheGo Copyright © 2007 People-OnTheGo All third-party brands and names are the property of their respective owners.

Copyright © 2007 People-OnTheGo All third-party brands and names are the property of their respective owners. Office Applications Microsoft Word Microsoft Excel Microsoft PowerPoint

Copyright © 2007 People-OnTheGo All third-party brands and names are the property of their respective owners. Today’s Session Scenario Based Business Concepts & Techniques Tips/ Shortcuts

Copyright © 2007 People-OnTheGo All third-party brands and names are the property of their respective owners. Scenarios we will cover Scenario: Budget Template Scenario: Office Templates and Forms Scneario: Sales Presentation

Copyright © 2007 People-OnTheGo All third-party brands and names are the property of their respective owners. Scenario: Budget Templates Situation: Your are the CFO, preparing your yearly budget, and want to leverage your work in upcoming years. Moral of the story: Creating templates, using templates, sharing templates

Copyright © 2007 People-OnTheGo All third-party brands and names are the property of their respective owners. Excel Demo Demo steps

Copyright © 2007 People-OnTheGo All third-party brands and names are the property of their respective owners. Review of Concepts Covered Saving a workbook as a template Creating a new workbook based on a template Making changes to a template Sharing templates Using templates from the Web

Copyright © 2007 People-OnTheGo All third-party brands and names are the property of their respective owners. Scenario: Office Templates and Forms Situation: You are the Office Manager, and you would like to enhance some the processes and create some consistency in communication and information gathering. Moral of the story: Using templates, customizing templates, and using Forms.

Copyright © 2007 People-OnTheGo All third-party brands and names are the property of their respective owners. Word Demo Demo steps

Copyright © 2007 People-OnTheGo All third-party brands and names are the property of their respective owners. Review of Concepts Covered Using existing templates Modifying templates Inserting graphics into templates Using Forms

Copyright © 2007 People-OnTheGo All third-party brands and names are the property of their respective owners. Scenario: Sales Presentation Situation: You are the Sales Manager, preparing a sales presentation and allowing your team to re-use it and re-purpose it. Moral of the story: Using templates, customizing presentations for various audiences.

Copyright © 2007 People-OnTheGo All third-party brands and names are the property of their respective owners. PowerPoint Demo Demo steps

Copyright © 2007 People-OnTheGo All third-party brands and names are the property of their respective owners. Review of Concepts Covered Creating templates and using them Sharing templates with others Using diagrams and charts Hiding slides Customizing presentations for different audiences

Copyright © 2007 People-OnTheGo All third-party brands and names are the property of their respective owners. Your feedback Please fill out the evaluation form Report questions and successes to (include “Workshop Participant” in your subject line) Good Luck!