Tips to Make Any Word Document More Readable

Posted on March 23, 2017 by Angela Nino

  How do you get someone to read your printed page or on-screen document? There are many theories and ideas. I’ve compiled a few of my favorite hints and tips to help make your Word documents more readable. Some relate to grammar and word usage while others relate to formatting and layout. Editing Tips This is one of the lists that I have next to my computer. I use it almost every day. Jim Taylor developed the Eight Step Editing technique: Shorten sentences (average length should be 18 words) Take out the trash (eliminate jargon or explain it) Overcome the negatives (a positive statement to replace a double negative) Deflate pomposity (keep it simple) Eliminate equations (avoid saying “is” whenever…

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Security in Excel: How to Protect Your Work and Your Information

Posted on March 16, 2017 by Angela Nino

  Whether you share your Excel file internally or externally, you may want to prevent someone from accidentally changing or overwriting your data. If you don’t want someone to delete your formulas or information, there are a few ways to protect your work. You can lock your data in the worksheet structure or in a workbook, or even set a password. Note Regarding Protection Setting up a password to be able to use or modify an Excel file is a good idea. However, the encryption for an Excel spreadsheet is very easy to work around, especially in versions prior to Excel 2010. Using a password can be a deterrent for most people who aren’t looking to steal your data but…

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Creating Process Flows for Training Needs

Posted on March 9, 2017 by Angela Nino

  Are you struggling with being able to get a certain concept or instruction steps across to your training attendees? Or, do you just need to illustrate a process or procedure in your report but don’t have the time or energy to invest in learning Visio? You can do it right inside Word. The flowchart shapes and symbols are located on the Insert tab in the Shapes button menu. If you can insert a shape in Word, then you can create the flowchart. You just need to create a drawing canvas before you begin that will keep the flowchart items together. It is essentially a box that will help your group of symbols and lines stay grouped together. Insert a…

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Creating Income Statements with Excel

Posted on March 2, 2017 by Angela Nino

  Income statements track revenue and expenses for an organization or business. Creating one does not need to be done from scratch, unless you have specific design requirements. There are many templates available for easy download. When searching for templates, it is not necessary to find one for your specific version of Excel. For example, I found a good one in Excel 2007 version and it pulled in perfectly into my Excel 2016 software. So, if you find one from a prior version of Excel, it will most likely work just fine in your newer program. Below are some resources for templates and instructions for building or using an income statement. Using a Template MyExcelTemplates.org has a good income statement…

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Integrating Technology Training into Your Mentoring/Coaching

Posted on February 23, 2017 by Angela Nino

More and more of us are participating in a mentoring or a coaching relationship these days, whether on a personal or work-related basis. Working with someone else either as the coachee/mentee/trainee or as the coach/mentor can be a very effective way of growing and developing from a young age all the way through a more veteran/experienced age. Mentoring usually involves more of an informal relationship that does not necessarily have a goal-related focus. Coaching often revolves about performance related goals either for personal or business purposes. Onboarding/New Employee Many companies have all new employees participate in a coaching situation for their first year of employment. Other companies use it as part of their onboarding process. This allows the new hire…

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Profit Loss Statements with Excel

Posted on February 18, 2017 by Angela Nino

Are you struggling with tracking your income and expenses? I have encountered instances where someone needed to monitor a budget without the need of the full services of an accountant. You may be in charge of an organization or a group that doesn’t have a CPA on call, but could use a spreadsheet to display profit/loss information. There are useful templates that have built-in features and functions to allow you to watch your yearly income and expenses. Microsoft has a good Excel financial management template on their Office website. See Figure 1. Figure 1 Download Template The Profit and Loss template can be downloaded as an Excel file for you to open in your Excel desktop application. See Figure 2….

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Creating and Using an Outlook Template

Posted on February 13, 2017 by Angela Nino

Do you send a similar email message multiple times a week/month or need a standard worded email to use for your organization? If so, create an email template to make the repeated sending much more efficient. A template can also be created to use a certain font, style, or even include a company logo. Create your template, save it, reuse it anytime. Create the Template In Outlook, on the Home tab, click the New Email button to start a new message. Create the message as you would like it to look. Add a logo, wording, and anything else you would like to include. Click the File tab and Choose Save As. Enter your name for the template and set the…

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How to Type Trademark and Other Symbols in MS Word

Posted on February 7, 2017 by Angela Nino

In Word, you might need to add a symbol. Symbols can range from math numbers/equations like (¼) , letters or words from other languages (ñ), special characters (ellipsis…), or little pictures called wingdings (P). There are several ways to insert a symbol: with a keyboard shortcut, via the Symbol dialog box, or by using a built-in AutoCorrect feature. Depending on the type of font and application that you use, you may find that some symbols are not available. I use symbols every day for my last name and for creating a bulleted list. The bullets pull from the symbol fonts, too. Trademark, Copyright, and Registered Trademark Here are a few different methods to insert the trademark, copyright, and registered symbols:…

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Handling Conflict in Training Sessions

Posted on January 31, 2017 by Angela Nino

Have you ever led or attended a training class where one or more participants were disagreement with each other? I have! It was early on in my training career, when I was much less experienced at dealing with problems. It was not a pleasant at first until I figured out how to minimize the effect the quarreling participants were having on learning. In any training session with at least two people, we can experience conflict. What some ways to reduce the chance that you will have conflict in a session, workshop, or meeting? There are actually many proactive approaches. I have included several suggestions/recommendations below. Preparation – If you know the participants in the group, you have a much higher…

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The ROI of Investing in Your Employees

Posted on January 25, 2017 by Angela Nino

Yes, we all have the wonderful pipe dream of every day at work flowing smoothly with extra time left over for learning something new and keeping perfectly up-to-date with all the latest software. In reality, we have crazy busy days where we might manage to accomplish one or two small pieces of a large project. What we end up doing is running around putting out fires or dealing with urgent issues that popped up. Our best laid plans in our prioritized to-do list get blown to bits. We might have salvaged 10 minutes for lunch at our desk while typing a follow-up email to a client. So, why should we block out time that we don’t have for developing our…

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