Global

Word and professional documents

A ready-made course you customise for your organisation, with a live session deck and two surveys. You only add the 9 details that are specific to your organisation.

See the live deckSee the full outline
Try the coursePreview the survey
Length
40 min
Lessons
6 lessons
Frequency
At onboarding for administrative and report-writing roles
Last reviewed
21 Oct 2026
Review tools: comments and tracked changes, and grey areas
What would you do?

A final report is about to go to a client with tracked changes and internal comments still inside

Try it: this is one of 19 interactive activities in the course.

What's included

Three pieces that work together

Copy once, get everything. Learners prepare on their own, you answer questions live, and the surveys tell you what stuck.

Self-paced course

Short lessons with real workplace scenarios, not walls of text.

  • 6 lessons, about 40 minutes
  • Process, scenario, tabs, sorting activity and quizzes

Live session deck

An AhaSlides presentation to run after the course, in person or online.

  • 12 slides
  • Quiz, poll, ranking, scale slides
  • A closing slide for your contacts

Two surveys

Find out what landed, and whether people use it on the job.

  • Post-course feedback, about 2 minutes
  • 30-day check-in
  • Anonymous by default
  • Results feed your next refresher

Learning objectives

At the end of this course, learners can

Each objective and the lesson that covers it.

IDObjectiveSourceWhere it's covered
TO 191.0Achieve ≥ 80% on the final assessmentnoneWhole course
SO 191.1Use styles and a template for consistent layout + your infoBest practice; organisation's document templateWhole course
SO 191.2Build headings, lists and numbering that update themselvesBest practiceWhole course
SO 191.3Insert tables and images that are clear, captioned and accessibleBest practiceWhole course
SO 191.4Set up headers, footers and page numbers that appear on every pageBest practiceWhole course
SO 191.5Use comments and tracked changes to review, and share a final document safely + your infoBest practice; organisation's sharing ruleWhole course

Your part: what a template can't do for you

  • Your workplace details: fill in the 9 highlighted fields so the course describes your own policies, contacts and locations.
  • Records: record completion in your own LMS or record system.

Course outline

6 lessons, about 40 minutes

Minutes per lesson are an estimate, shared out by page count.

ContentInteractiveVideoYou customise
1

Why layout matters: document layout and styles

3 pages

9 min
Before you beginNoteList
An invented storyTextImage
Styles in a minuteTabsSorting activityKey factQuiz
2

Headings, lists, numbering, tables and images

3 pages

8 min
Headings and lists that fix themselvesAccordion
Tables and imagesProcessText
Fix the sampleFlashcardsMulti-select quiz
3

Headers, footers and page numbers: a final-check routine

2 pages

6 min
Same on every pageTabs
Final-check routineChecklistSorting activityMatching quiz
4

Review tools: comments and tracked changes, and grey areas

3 pages

8 min
How review worksTimeline
ScenarioScenario
ScenarioScenarioQuiz
5

Protecting and sharing documents, and who to ask

2 pages

6 min
Share safelyProcessYour infoNote
Who to askProcessYour infoYour infoYour infoYour infoQuiz
6

Final assessment

1 page

3 min
PracticeQuizKey factNoteButtonYour info

Live deck and surveys

12 slides to run live, two surveys to close the loop

Pink slides are interactive. Both surveys are anonymous; pink questions are written for this course.

ContentTitle, agenda
PollWhat goes wrong most often in your documents?
ContentStyles first, then content, then review
QuizYou want to change the font of every heading at once. (Edit the heading style ✔)
QuizWhich feature shows a reviewer's edits for you to accept or reject? (Tracked changes ✔)
QuizA final report is going to a client with internal comments inside. First step? (Accept or reject changes, remove comments, send a clean copy ✔)
Content · customiseCustomise: our template {{DOCUMENT_TEMPLATE_LINK}} and sharing rule {{DOCUMENT_SHARING_RULE}}
RankingWhich habit would save you most time?
ScaleHow confident are you formatting a long document with styles?
Open-endedOne document I would like to tidy up
Q&AAsk the trainer anything
Content · customiseClosing {{IT_HELPDESK_CONTACT}}, {{COURSE_URL}}, {{SURVEY_1_URL}}, {{SURVEY_2_URL}}
Post-course feedback: 11 questions, about 2 min
  1. Overall rating 5 stars
  2. Relevant, realistic, right length, helpful activities agree/disagree grid
  3. What was most useful? multi-select
  4. Confidence before this course, and now 1-5 scale
  5. Since the course, have you created or updated a document template? multiple choice
  6. Which formatting habit saved you the most time? short text
  7. How confident are you sending a clean final copy? 1-5 scale
  8. I would ask a colleague to check a document before sending it. 1-5 scale
  9. One thing we should change or add open text
  10. Would you recommend this course? NPS
30-day check-in
  1. Have you used what you learned since the course? multiple choice
  2. How confident are you today? Compare with day 1 1-5 scale
  3. Do you know where to find the organisation's document template and sharing rule? yes / no / not sure
  4. A moment where the training helped, or where you weren't sure open text
  5. Which topics should the next refresher focus on? ranking

Results show whether people use the training on the job, not just whether they finished it.

Make it yours

9 fields to fill in, and you're ready

Everything else is done. These are the details only your organisation knows; each one is highlighted inside the course.

  • Office suite in use{{OFFICE_SUITE_IN_USE}}
  • Document template link{{DOCUMENT_TEMPLATE_LINK}}
  • Document sharing rule{{DOCUMENT_SHARING_RULE}}
  • Data classification policy link{{DATA_CLASSIFICATION_POLICY_LINK}}
  • It helpdesk contact{{IT_HELPDESK_CONTACT}}
  • LMS or record system{{LMS_OR_RECORD_SYSTEM}}
Show all 9 fields
  • Course URL{{COURSE_URL}}
  • Survey 1 URL{{SURVEY_1_URL}}
  • Survey 2 URL{{SURVEY_2_URL}}

FAQ

Common questions

Can I run word and professional documents training online?

Yes. The course is self-paced and online, and the live deck lets you add a live session in the room or online.

How often is this training needed?

At onboarding for administrative and report-writing roles, before a policy or reporting cycle, or as a skills refresher.

Who needs this training?

Administrators and staff who produce reports, letters and policies; run by L&D with office management.

What records should I keep?

Record completion in your own LMS or record system, so you can show who finished the course and when.

Can I edit the content?

Yes, everything. Change the wording, swap scenarios for ones from your workplace, add your logo, or remove parts that don't apply.

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Last reviewed: 21 October 2026Templates are a starting point, not legal advice.

Ready to run it?

Open the live deck to see how the session runs alongside the course and both surveys.

See the live deck