Microsoft Office Productivity Training Course

Duration 5 days 10 modules · 33 contact hours
Level Intermediate Certificate on completion
Who attends Business Analyst, Project Coordinator and others
Fee from USD 1,100 KSh 95,000 for Kenyan organisations
Where 52 cities + online See dates by city
Next start 16 Nov 2026 Course code SD-IT-041

Before you join: Participants should have regular experience opening, editing, saving and sharing files in Microsoft Word, Excel, PowerPoint and Outlook.

Dates & prices

Two start dates a month in every city, and live online on weekdays or weekends. Fees are per participant; classroom fees include tuition, materials, lunch and refreshments, and the certificate.

Suggest a date or city

Showing the next six months. Later dates, other cities and private deliveries for your team are available on request.

Course overview

Microsoft Office applications are often used for high-value work, yet many professionals lose time rebuilding documents, correcting spreadsheet errors, searching for email commitments, and producing presentations that obscure the decision required. The cost appears in late reports, inconsistent templates, duplicated files, weak version control and avoidable rework. This course addresses those practical productivity problems through disciplined use of Microsoft 365 desktop applications and shared-file practices.

Participants build reliable Word documents using styles, templates, fields, tables of contents, mail merge and controlled review. They create Excel workbooks with structured formulas, Tables, data validation, PivotTables, Power Query and management-ready charts. The course also covers message-led PowerPoint design, Outlook task and calendar management, and coordinated work through OneDrive, SharePoint and Teams. Participants learn when to use each application, how to move information between them, and how to maintain clear ownership of files and actions.

Instructor-led sessions combine concise demonstrations with realistic cases such as monthly operational reporting, procurement tracking, project briefings and stakeholder correspondence. Participants work with supplied Microsoft 365 files and receive feedback on document structure, spreadsheet logic, presentation design and collaboration choices. They leave with reusable templates, checklists and a 30-day application plan for improving their own work processes. The five-day course is available in classroom locations in more than 50 cities or live online, and participants receive a certificate of completion.

The course suits professionals who already use Word, Excel, PowerPoint and Outlook regularly but need more consistent methods for producing, reviewing, analysing and sharing business information.

What you will be able to do

  • Produce structured Word documents using styles, fields, templates and controlled review.
  • Build Excel workbooks using formulas, Tables, validation and error-checking methods.
  • Analyse operational data through PivotTables, Power Query, conditional formatting and charts.
  • Design PowerPoint presentations with message-led slides, masters and accessible visual layouts.
  • Deliver presentations using Presenter View, rehearsal timings and audience-specific slide shows.
  • Manage email, calendars and tasks through Outlook rules, categories, Quick Steps and search.
  • Control shared files using OneDrive, SharePoint and Teams permissions, versions and channels.
  • Create an integrated Microsoft 365 workflow and 30-day productivity action plan.

Benefits of attending

For you

  • Faster production of controlled Word reports, letters and meeting documents
  • More accurate Excel analysis with traceable formulas and validated inputs
  • Clearer PowerPoint briefings built around decisions and supporting evidence
  • Reduced email backlog through rules, categories, Quick Steps and task practices
  • A personal 30-day Microsoft 365 productivity improvement plan

For your organisation

  • More consistent documents through styles, templates and approved reusable content
  • Fewer spreadsheet errors through structured references, validation and formula auditing
  • Quicker management reporting using PivotTables, refreshable queries and standard charts
  • Stronger file control through permissions, naming conventions and version history
  • Better meeting follow-through through linked calendars, actions and shared workspaces

Course modules

10 modules over 5 days

Participants can select appropriate Microsoft 365 applications and establish efficient personal file-handling routines.

  • Microsoft 365 application roles, file formats and cross-application workflow choices
  • Personal productivity baseline using task inventory, calendar audit and interruption log
  • File Explorer conventions for folder structures, names and version identifiers
  • Keyboard shortcuts reduce pointer travel during repeated editing tasks
  • Backstage options control saving, printing, sharing and account settings
  • Office Search locates commands, help articles and recently used files
  • Accessibility principles inform readable documents, workbooks and presentation materials

Participants can produce stable, professionally formatted Word documents from reusable structures.

  • Styles pane used to standardise headings, body text and document hierarchy
  • Multilevel lists linked to heading styles for stable numbering
  • Sections, page breaks and headers configured for controlled layouts
  • Insert a table of contents from heading-level fields
  • Caption and cross-reference fields maintain figures, tables and appendices
  • Apply document themes and style sets to approved corporate formats
  • Template files and building blocks reduce repeated document assembly

Participants can manage document review, protected editing and personalised communications in Word.

  • Track Changes settings separate insertions, deletions, formatting and comments
  • Compare documents to identify revisions between controlled versions
  • Accept or reject changes using reviewer-specific filtering and display modes
  • Restrict Editing controls protect forms, comments and permitted formatting
  • Mail Merge rules generate personalised letters, labels and email messages
  • Recipient lists filtered, sorted and validated before merge output
  • Quick Parts and AutoText store approved clauses for reuse
  • Accessibility Checker identifies document barriers before distribution

Participants can build dependable Excel workbooks using structured formulas and input controls.

  • Relative, absolute and mixed references control formula copying behaviour
  • SUMIFS, COUNTIFS and AVERAGEIFS calculate multi-criteria operational measures
  • IF, IFERROR and nested logic manage exceptions and status rules
  • XLOOKUP retrieves matched values with explicit missing-value handling
  • Excel Tables create structured references, filters and expandable ranges
  • Data Validation lists prevent invalid entries in controlled workbooks
  • Formula auditing traces precedents, dependents and calculation errors

Participants can transform data into filtered analyses, operational insights and readable reports.

  • Clean imported data with Text to Columns and TRIM
  • Power Query imports and transforms repeatable datasets without manual rework
  • Sort and filter records using multi-level criteria and custom lists
  • PivotTables summarise transactions by category, period, owner and region
  • Slicers and timelines filter PivotTable reports for focused review
  • Conditional Formatting flags thresholds, duplicates, overdue items and exceptions
  • Chart selection matches comparisons, trends, distributions and composition questions
  • Create a one-page operational dashboard from linked PivotTable outputs

Participants can create clear PowerPoint slides that support informed audience decisions.

  • Audience-purpose-message framework defines presentation scope before slide production
  • Slide Master controls layouts, fonts, placeholders and recurring elements
  • Assertion-evidence slide titles state the conclusion before supporting detail
  • Data-ink ratio guides removal of decorative chart clutter
  • Use alignment, distribution and guides for disciplined slide composition
  • SmartArt, icons and shapes communicate process and hierarchy clearly
  • Speaker notes capture evidence, transitions and delivery prompts

Participants can prepare, rehearse and distribute presentations for distinct stakeholder needs.

  • Presentation sections organise long decks for review and reuse
  • Custom Slide Shows tailor content for different stakeholder groups
  • Hyperlinks and Summary Zoom create non-linear briefing routes
  • Rehearse Timings measures pacing against the allocated speaking slot
  • Presenter View separates speaker cues from audience-facing material
  • Export handouts and PDF versions using appropriate distribution settings
  • Accessibility Checker verifies reading order, contrast and alternative text

Participants can manage communications, commitments and meetings through a structured Outlook workflow.

  • Outlook categories, flags and follow-up dates create visible work queues
  • Rules route routine messages into defined folders and exception paths
  • Quick Steps standardise frequent filing, forwarding and response actions
  • Calendar scheduling uses availability, Scheduling Assistant and meeting options
  • Meeting agendas, attachments and follow-up actions remain linked to appointments
  • Search folders and Advanced Find retrieve messages by compound criteria
  • Tasks and To Do lists distinguish commitments from reference email

Participants can share, co-author and retrieve files while maintaining clear access and version control.

  • OneDrive sharing links apply view, edit and expiry permissions
  • SharePoint document libraries use metadata, version history and check-out
  • Co-authoring protocols prevent conflicting edits and unclear document ownership
  • Teams channels separate project discussions, files, meetings and decisions
  • @mentions, tags and channel posts direct action to accountable colleagues
  • Version history restores prior files and identifies substantive changes
  • File naming conventions support retrieval, traceability and retention

Participants can combine Microsoft 365 applications into a controlled reporting workflow and improvement plan.

  • Select Word, Excel, PowerPoint and Outlook for a reporting cycle
  • Link Excel charts into PowerPoint while preserving source-update control
  • Embed Word content, hyperlinks and document references without duplicate maintenance
  • Apply a RACI matrix to document ownership, review and approval
  • Build a weekly reporting workflow from inbox, analysis, draft and briefing milestones
  • Define file locations, naming rules and version-control checkpoints
  • Create a 30-day application plan with measurable productivity targets

Exercises and examples are adapted to each cohort's sectors and roles.

What you take back to work

  1. Word document style and template checklist
  2. Excel formula auditing worksheet
  3. PivotTable reporting and dashboard model
  4. PowerPoint message and slide design template
  5. Outlook email and task workflow plan
  6. 30-day Microsoft 365 application plan

Who should attend

  • Business Analyst — needs reliable spreadsheets, reporting packs and decision-ready presentations
  • Project Coordinator — manages actions, schedules, shared files and status reporting
  • Executive Assistant — prepares correspondence, meeting materials and controlled documents
  • Operations Manager — tracks performance data and communicates priorities to teams
  • Programme Officer — produces donor, project and stakeholder reporting materials
  • Administrative Professional — improves document quality, email control and file retrieval

Skills and tools covered

Word document productionExcel data analysisPowerPoint presentation designOutlook workflow managementMicrosoft 365 collaborationFile version control

Tools and standards

Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook

How the course runs

Training methodology

Short instructor briefings introduce the method and demonstrate each feature using business files. Participants then apply the techniques to cases involving operational reports, procurement trackers, stakeholder correspondence, management briefings and shared project documents. Individual tasks build application fluency, while group exercises address review workflows, file ownership and presentation decisions. Timed simulations test Outlook prioritisation and reporting choices. Facilitated feedback identifies common errors, and application planning converts the course methods into specific workplace actions.

Requirements and prerequisites

Participants should have regular experience opening, editing, saving and sharing files in Microsoft Word, Excel, PowerPoint and Outlook. They should be comfortable with basic formatting, simple spreadsheet formulas such as SUM, and sending calendar invitations. Familiarity with Microsoft 365 desktop applications is assumed; recent versions are preferred. The course does not require programming, database administration, advanced Excel modelling, graphic design experience or prior SharePoint administration. Participants do not need to know Power Query, PivotTables, mail merge or presentation design methods before attending.

A typical training day

08:30 – 10:30First session
10:30 – 10:45Refreshment break
10:45 – 12:30Second session
12:30 – 13:30Lunch and networking
13:30 – 15:00Third session
15:00 – 15:15Refreshment break
15:15 – 16:30Workshop and daily review

Live online deliveries follow the same structure in East Africa Time, with shorter screen blocks and longer breaks.

What the fee includes

  • Instruction by a practitioner facilitator
  • Full course workbook and materials
  • Exercise files, templates and case studies
  • Refreshments and lunch on classroom deliveries
  • Certificate of completion
  • Post-course application plan

Frequently asked questions

You should already use Word, Excel, PowerPoint and Outlook for routine workplace tasks. The course starts beyond basic file editing and focuses on intermediate methods such as styles, PivotTables, mail merge, Power Query and controlled collaboration.

Bring a laptop with current Microsoft 365 desktop applications where possible, particularly for live online delivery. Course files are supplied, and the trainer will confirm any classroom device arrangements before the course.

It suits analysts, coordinators, managers, assistants, programme staff and administrative professionals who prepare documents, analyse data, arrange meetings or share files. It is particularly useful for staff responsible for recurring reports and stakeholder communications.

This course develops practical capability across the core Microsoft Office applications rather than concentrating on one product. It also shows how information moves from Excel analysis to Word reports and PowerPoint briefings, with Outlook and shared-file controls supporting the process.

Participants work with business scenarios that mirror reporting, correspondence, scheduling and project coordination tasks. They leave with reusable templates, checklists and a 30-day plan for applying selected improvements to their own work.

Each training day runs from 08:30 to 16:30 and provides about 6.5 contact hours. The course progresses from Microsoft 365 work habits and Word production through Excel analysis, PowerPoint, Outlook, collaboration and integrated reporting workflows.

Questions about this course?

Ask about dates, fees, group bookings or running it for your team. Our training team replies by email.