templates and forms in microsoft office leveraging and allowing others to leverage! brought to you...
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Templates and Forms in Microsoft Office
Leveraging and allowing others to leverage!
Brought to you by:People-OnTheGo
www.people-onthego.com
Copyright © 2007 People-OnTheGo www.people-onthego.comAll third-party brands and names are the property of their respective owners.
Copyright © 2007 People-OnTheGo www.people-onthego.com
All third-party brands and names are the property of their respective owners.
Office Applications
Microsoft Word
Microsoft ExcelMicrosoft PowerPoint
Copyright © 2007 People-OnTheGo www.people-onthego.com
All third-party brands and names are the property of their respective owners.
Today’s Session
ScenarioBased
Business
Concepts &
Techniques
Tips/
Shortcuts
Copyright © 2007 People-OnTheGo www.people-onthego.com
All third-party brands and names are the property of their respective owners.
Scenarios we will cover
Scenario: Budget TemplateScenario: Office Templates and
FormsScneario: Sales Presentation
Copyright © 2007 People-OnTheGo www.people-onthego.com
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 www.people-onthego.com
All third-party brands and names are the property of their respective owners.
Excel Demo
Demo steps
Copyright © 2007 People-OnTheGo www.people-onthego.com
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 www.people-onthego.com
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 www.people-onthego.com
All third-party brands and names are the property of their respective owners.
Word Demo
Demo steps
Copyright © 2007 People-OnTheGo www.people-onthego.com
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 www.people-onthego.com
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 www.people-onthego.com
All third-party brands and names are the property of their respective owners.
PowerPoint Demo
Demo steps
Copyright © 2007 People-OnTheGo www.people-onthego.com
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 www.people-onthego.com
All third-party brands and names are the property of their respective owners.
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