This course is designed for professionals who regularly use Microsoft Word in a corporate or office environment and have solid foundational skills such as creating, saving, formatting basic text, inserting simple tables, and printing documents but who feel they’re spending too much time on repetitive formatting, struggling with inconsistent layouts, or manually reworking documents that should be automated or standardized. Participants should be comfortable navigating the Ribbon, using basic formatting tools (bold, italics, bullets), and working with multiple pages, but are ready to move beyond “typing in Word” to designing, automating, and collaborating effectively using styles, templates, sections, mail merge, track changes, and co-authoring features.
Transform the way you work in Word — stop fighting formatting and start designing professional, consistent, and automated documents with confidence. In this hands-on course, you’ll master styles and templates to eliminate repetitive reformatting, build dynamic tables with calculations, create polished reports using sections and columns, streamline client communications with mail merge, and collaborate seamlessly using track changes and co-authoring. By the end, you’ll save hours every week, produce error-free, polished documents that impress colleagues and clients, and gain the skills to work smarter — not harder — in Microsoft Word. Elevate your productivity, credibility, and impact — one smart document at a time. for more information email us at lets dash talk at e q v dot co dot uk
Counts towards 6 CPD Hours1 DayOpen Public & Closed Group
Please reflect on one or more of the questions below and come prepared to discuss your responses during the session.
Self-Assessment: On a scale of 1–10, how would you rate your current skill level in this subject? What factors influenced your rating?
Development Focus: Identify one specific behaviour, skill, or capability you would like to improve or develop further.
Relevant Examples: If possible, bring one or two relevant examples or scenarios from your experience that you would be willing to share with the group.
What You Will Learn
Create and modify document templates and adjust global settings in Normal.dotm to ensure consistent formatting across all new documents.
Apply, customize, and manage character and paragraph styles to maintain professional, scalable document design.
Build, format, and enhance tables — including merging/splitting cells, applying styles, and using formulas for automatic calculations.
Control page layout using columns, column breaks, section breaks, and varied headers, footers, margins, and orientations for complex documents.
Insert and manage footnotes, endnotes, hyperlinks, and bookmarks to improve navigation and reference accuracy in long or formal documents.
Execute mail merges to generate personalized letters, emails, labels, and envelopes from external data sources like Excel.
Collaborate in real time using co-authoring in OneDrive/SharePoint and track changes with comments for efficient document review.
Diagnose and resolve common formatting issues — such as broken links, inconsistent styles, or tracking artifacts — to deliver clean, professional final documents.
Your Post-Course Challenge
Complete the further practice workbook
Apply the techniques to your own data
Counts Towards 6 CPD Hours
This course contributes 6 hours of Continuing Professional Development. Delegates can log these hours as evidence of structured learning for professional bodies and employers.
This course is designed for professionals who already have a good grasp of basic Word functions — such as formatting text, inserting tables, and saving documents — but want to streamline their workflow and create more polished, professional documents. If you find yourself spending too much time on repetitive formatting or struggling with inconsistent layouts, this course will help you unlock advanced features that save time and improve efficiency.
This course is ideal for:
Administrative assistants who need to produce consistent, high-quality documents for internal and external stakeholders
Analysts looking to automate report creation and reduce manual formatting errors
Project coordinators who manage collaborative documents and require tools for real-time editing and version control
HR specialists needing to generate standardized policies, employee records, and training materials
Marketing associates creating newsletters, proposals, and promotional content with professional layouts
Legal support staff and anyone creating formal documents that require precise formatting, footnotes, or mail merge capabilities
No prior experience needed
Participants should have a basic understanding of Word’s core functions — such as navigating the Ribbon, using simple formatting tools, and working with multiple pages — but no experience with advanced features is required. The course is structured to build confidence and competence, making it accessible to all who are ready to take their Word skills to the next level.
What you will take away
By the end of the course, delegates will be able to create professional, scalable documents using styles and templates, automate repetitive tasks with mail merge and co-authoring tools, and collaborate more effectively in team environments. They will also gain the skills to troubleshoot common formatting issues and produce clean, consistent documents that meet organisational standards.
For Groups & Teams
We can deliver this training session in several ways to suit your organisation’s needs:
Open Public Course
Join delegates from other organisations on a scheduled date
Closed Group
Exclusively for your team, using your real scenarios
In Person
Face-to-face at your premises or a venue of your choice
Virtual
Live, interactive online delivery via Teams or Zoom
One-to-One Coaching
Personalised sessions tailored entirely to you
Have two or more people to train?
You may want to consider a closed group course. Benefits include:
Cost effective for teams
Choose a date to suit you
Customise content and timings
No minimum delegate numbers
Uses your real-world scenarios
Builds shared language in your team
Contact us on [email protected] to discuss specific dates and delivery requirements.
How Our Tutor-Led Courses Are Delivered
Before the day
Delegates are given pre-work to complete before attending. This ensures everyone arrives with relevant context and real scenarios from their own experience, so learning is immediately relevant and actionable from the first minute.
On the day
Our sessions are participative and highly interactive. We don’t do “death by PowerPoint” — instead, the day includes a variety of engaging activities throughout:
Real-world casework using your scenarios
Practical hands-on exercises
Real Play (not role play) simulations
Peer learning and group discussion
Case studies and scenario work
Facilitated discussion and structured reflection
What you leave with
Participants leave with:
Practical tools — frameworks and models you can use straight away
Clear action plans — specific next steps tailored to your role
Greater confidence — built through intensive, realistic practice
Skills you can apply immediately — not theory, but techniques tested during the day
After the day
Post-session measurements and a 30-day challenge ensure that learning is embedded and behaviour change is sustained.
Key Features
Course Duration is 1 Day
Engaging tutor led event
Comprehensive course materials
Certificates of attendance
Access to Customer Portal (course bookers)
Course Guarantee
Priced per delegate per day for open public course
From: £295.00 Plus VAT
Can’t see a suitable date? Please request a date here
Payment available via all major credit cards or Invoice. All options available during the online booking process.
