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The Most Comprehensive Budget and Financial Reports Bundle - 10 Courses in this Bundle

  1.  Budget and Financial Reports

  2.  Business Writing

  3.  Proposal Writing

  4.  Archiving and Records Management

  5.  Presentation Skills

  6.  Excel 365 Essentials

  7.  Contract Management

  8.  Time Management

  9.  Project Management

  10.  Collaborative Business Writing

1. Budget and Financial Reports :Back Your Business with Bulletproof Finance

Everyday businesses deal with budgets and financial reports in some form or fashion. At minimum, business managers review budget numbers and run financial reports for decision-making and reporting to shareholders and Federal regulators once a month. Many companies devote the last few months of the calendar year to creating budgets for the next calendar year. In addition, organizations create and disseminate year-end financial reports to investors.

The goal of this course is to give the participant a basic understanding of budgets and financial reports so they can hold relevant discussions and render decisions based on financial data. This course will define key terms like ROI, EBIT, GAAP, and extrapolation. Furthermore, this course will discuss commonly used financial terms, financial statements, budgets, forecasting, purchasing decisions, and laws that regulate the handling of financial information.

By the end of this Budget and Financial Reports Online Short Course, you will be able to:

  • Identify financial terminology
  • Understand financial statements
  • Identify how to analyse financial statements
  • Understand budgets
  • How to make budgeting easy
  • Understand advanced forecasting techniques
  • Understand how to manage the budget
  • Identify how to make smart purchasing decisions
  • Identify the legal aspects of finances

2. Business Writing:Become an Expert at Writing Effective Emails, Letters, Reports and More

We all know that writing is one of the most important methods of business communication for most people, whether its e-mails, memos, proposals, or major reports. Lots of people struggle with the composition of these. Sometimes it's because they don't have to do it very often so, therefore, it doesn't flow as easily as they would like, sometimes because they are new to a role, or just because it's not their favorite thing.

This Business Writing Online Short Course will provide:

  • A quick refresher on basic writing concepts (such as spelling, grammar, and punctuation) the things that we often miss especially when completing work under pressure; and
  • An overview of some the typical business documents, letters, reports, proposals that you may have to deal with, with tips on structure, style etc.

Course Topics:

  • Spelling
  • Punctuation
  • Writing the Letter
  • Proposals Key Info

By the end of the Business Writing Online Short Course, you will be able to:

  • Understand the function/purpose of all of the above.
  • Utilize the tips and techniques provided here to determine an appropriate structure to use for your business artifacts in different situations.
  • Define proofreading and understand the techniques in improving proofreading skills.
  • Define peer review and list ways peer review can help improve business writing skills.
  • Notice (and correct) common spelling and grammar issues in business writing.
  • List guidelines in printing and publishing business writing

3. Proposal Writing: Learn how to Structure, Write and Finish a Proposal

A good proposal doesn’t just outline what product or service you would like to create or deliver. It does so in such a way that the reader feels it is the only logical choice.

This course will take you through each step of the proposal writing process, from understanding why you are writing a proposal; to gathering information; to writing and proofreading; to creating the final, professional product.

This course is targeted at individuals and groups who require an understanding of how to structure, write, and finish a proposal.

By the end of this course, you will be able to:

  • Understand the basic requirements for developing a proposal.
  • Follow the approach provided to help develop focused, high-quality proposals.
  • Utilise the tips and techniques to determine an appropriate structure to use for your proposals in different situations.
  • Make good use of illustrations in your proposals.
  • Define proofreading and understand the techniques in improving proofreading skills.
  • Define peer review and list ways peer review can help improve your proposals.
  • Notice (and correct) common spelling and grammar issues in your proposal writing.
  • List guidelines in printing and publishing your proposal.

4. Archiving and Records Management: Discover the Basic Elements of Records Management Programs and Different Ways to Manage Records

Every organization is responsible for maintaining records. The ability to create, organize, and maintain records and archives is essential to success. Correct records keeping will not only offer liability protection; it will also increase efficiency and productivity. To put it simply, maintaining records and archives will improve the bottom line. 

Records are in every organization. From purchasing receipts to tax documents to communications, they need to be identified and managed properly. The method of records management that a company uses should be tailored to fit the needs of the organization. There are, however, some basic concepts in most records management systems.  

By the end of this Archiving and Records Management Online Course, you will be able to:

  • Define records and archives
  • Analyze records in context
  • Classify records
  • Understand different systems
  • Maintain and convert records

5. Presentation Skills :Create and Deliver Compelling Presentations

This course can benefit anyone who presents; a trainer, a meeting facilitator, speaker, or seminar discussion leader. No matter which role you are assuming, this Course will help you become more efficient and proficient with the skills of providing information to others.

Covering everything from writing your first needs analysis to running the presentation itself, this course will equip you with the skills and confidence to organise and host successful and professional presentations that get your message across whether you're pitching an idea, making a sale or sharing knowledge with your team.

By the end of this course, you will be able to:

  • Perform a needs analysis and prepare an outline
  • Select presentation delivery methods
  • Practice verbal and non-verbal communication skills
  • Knock down nervousness
  • Develop and use flip charts with color
  • Create targeted PowerPoint presentations
  • Utilize white boarding for reinforcement
  • Describe how video and audio enhance a presentation and list criteria for determining what types to use
  • Enrich the learning experience with humor, questions and discussion

6. Excel 365 Essentials: Make Basic Changes Without Using a Computer Where Your Desktop Office Applications are Installed.

Welcome to the Office 365 Excel Essentials course. With Office 365, you can access your spreadsheets anywhere, and make some basic changes without using a computer where your desktop Office applications are installed. In the Office 365 Excel web app, you can collaborate on a spreadsheet with anyone, no matter what version of Excel they have, and your changes are automatically saved.

The Office 365 experience is designed to render your documents to look exactly like they would when printed, from nearly anywhere in the world. This tool provides its users the freedom to work from anywhere.

By the end of this Excel 365 Essentials Online Short Course, you should be able to:

  • Understand the Office 365 web interface, including the home page, the team site, and the shared documents list
  • Understand the Excel 365 browser interface
  • Upload a spreadsheet to the Shared Documents library
  • Download and reload workbooks
  • Understand saving and collaborating
  • Build, copy and edit formulas
  • Understand the difference between Formulas and Functions
  • Sort and filter data
  • Collaborate with others on a spreadsheet
  • Use alignment options
  • Apply borders and fill color
  • Insert and work with Tables and Charts
  • Insert links

7. Contract Management: Learn to understand ethical contract management

It is easy to overlook the importance of contract management because it seems to be a boring, mundane topic.  Contracts, however,  are the basis of most business relationships. If contracts are managed well, business relationship will flourish. If they are  not, companies face financial loss, relationship harm, and damaged reputations.

With our “Contract Management” Course, you will discover the specifics of how contract management works and how to effectively source agents. 

By the end of this Contract Management Online Short Course, you will be able to:

  • Identify contract elements
  • Understand ethical contract management
  • Calculate value
  • Negotiate contracts
  • Create basic amendments

8. Time Management: How To Manage Your Time And Get Things Done

Personal time management skills are essential skills for effective people. People who use these techniques on a regular basis are the highest achievers in all walks of life, from business to sport to public service. Making these skills part your daily routine will enable you to function exceptionally well, even under intense pressure.

As you master these skills you'll find that you take control of your workload, saying goodbye to the often intense stress of work overload. At the heart of time management is an important shift in focus: Concentrate on results, not on being busy. Many people spend their days in a frenzy of activity, but achieve very little, because they're not concentrating their effort on the things that matter the most.

Time management training begins with setting goals. These goals are recorded, prioritized and may be broken down into a project, an action plan, or a simple task list. This entire process is supported by a skill set that should include personal motivation, delegation skills, organization tools, and crisis management. We'll cover all this and more during this Time Management Online Short Course.

Course Topics:

  • The SMART Way
  • Urgent Important Matrix
  • The 80/20 Rule
  • Eat That Frog
  • The Glass Jar

By the end of this Time Management Online Short Course you will be able to:

  • Plan and prioritize daily activities efficiently and in a productive manner.
  • Triumph over procrastination.
  • Effectively deal with crises.
  • Organize your workspace and workflow.
  • Efficiently delegate.
  • Ritualize your workload.
  • Plan effective meetings.

9. Project Management: Being Able to Manage Projects is Important in Getting Things Done

In the past few decades, organizations have discovered something incredible: principles that have been used to create enormous successes in large projects can be applied to projects of any size to create amazing success. As a result, many employees are expected to understand project management techniques and how to apply them to projects of any size.

This Project Management Online Short Course will give you an overview of the entire project management process, as well as key project management tools that they can use every day.

By the end of this Project Management Online Short Course, you will be able to:

  • Define projects, project management, and project managers
  • Identify the five process groups and nine knowledge areas as defined by the PMI
  • Describe the triple constraint
  • Perform a project needs assessment and write goals, requirements and deliverables
  • Create key project documents, including the statement of work, project planning worksheet, and project charter
  • Build a project schedule by estimating time, cost and resources
  • Understand and use the work breakdown structure
  • Create project  planning documents, such as a schedule, risk management plan, and communication plan
  • Use planning tools, including the Gantt chart, network diagram, and RACI chart
  • Establish and use baselines
  • Monitor and maintain the project
  • Perform basic management tasks, including leading status meetings and ensuring all documents are complete at the end of the project

10. Collaborative Business Writing: Develop your Writing Skills to Have an Extra Edge in the Workplace

Writing and communication skills have degraded with more and more people communicating through email and instant messaging. Developing writing skills is still important in the business world as is creating proper documents (such as proposals, reports, and agendas) giving you that extra edge in the workplace.

The Collaborative Business Writing course will give you the knowledge and skills to collaborate with others and create that important document. You will touch on the types of collaboration, and ways to improve them through certain tools and processes. These basic skills will provide you with that extra benefit in the business world that a lot of people are losing.

By the end of this Collaborative Business Writing Online Short Course, you should be able to:

  • Define collaborative business writing
  • Know different types of collaborative writing
  • Know how to collaborate with team members
  • Learn methods of handling conflict in writing
  • Build collaborative writing teams

Receive Lifetime Access to Course Materials, so you can review at any time.

For comprehensive information on units of study click the units of study tab above.

This is an incredible opportunity to invest in yourself and your future, sharpen your training skills and learn what it takes to create your own success with Courses For Success Today!

Course Fast Facts:

  1. All courses are easy to follow and understand
  2. Only 6 to 8 hours of study is required per course
  3. Unlimited lifetime access to course materials
  4. Study as many courses as you want
  5. Delivered 100% on-line and accessible 24/7 from any computer or smartphone
  6. You can study from home or at work, at your own pace, in your own time
  7. Certificates 

Course Delivery

Courses are accessed online via our learning management system by any device including PC, MAC, tablet or Smart Phone.

Recognition & Accreditation

The courses offered by Courses For Success are unique as they are taught in a step by step process enabling students to complete them quickly and easily, so that you can obtain your qualification sooner. All students who complete the course receive a certificate of completion. Courses For Success is committed to high completion rates and therefore 100% student satisfaction.

Receive Lifetime Access to Course Materials, so you can review at any time.

The Ultimate Budget and Financial Reports, 10 Course Bundle includes the following courses, below is a summary of each course: 

Course 1 - Budget and Financial Reports

Module One - Getting Started

Module Two - Glossary

  • What is Finance?
  • Commonly used Terms
  • Key Players
  • Important Financial Organisations
  • Understanding GAAP

Module Three - Understanding Financial Statements

  • Balance Sheets
  • Income Statements (AKA Profit and Loss Statements)
  • Statement of Retained Earnings
  • Statement of Cash Flow
  • Annual Reports

Module Four - Analysing Financial Statements (Part 1)

  • Income Ratios
  • Profitability Ratios
  • Liquidity Ratios
  • Working Capital Ratios
  • Bankruptcy Ratios

Module Five - Analysing Financial Statements (Part 2)

  • Long - Term Analysis Ratios
  • Coverage Ratios
  • Leverage Ratios
  • Calculating Return on Investment (ROI)

Module Six - Understanding Budgets

  • Common types of budgets
  • What information do I need?
  • Who should be involved?
  • What should a budget look like?

Module Seven - Budgeting Made Easy

  • Factoring in historical data
  • Gathering related information
  • Adjusting for special circumstances
  • Putting it all together
  • Computer based methods

Module Eight - Advanced Forecasting Technigues

  • Using the average
  • Regression Analysis
  • Extrapolation
  • Formal Financial Models

Module Nine - Managing the Budget

  • How to tell if you're on track
  • Should your budget be updated
  • Keeping a diary of lessons learned
  • When to panic

Module Ten - Making Smart Purchasing Decisions

  • 10 questions you must ask
  • Determining the Payback period
  • Deciding whether to lease or buy
  • Thinking outside the box

Module Eleven - A Glimpse into the Legal World

  • A brief history
  • The Sarbanes-Oxley Act
  • CEO / CFO Certification
  • 8th Company Law Directive

Module Twelve - Wrapping Up

Course 2 - Business Writing, Proposal Writing

PART ONE – THE BUILDING BLOCKS

Section One: Getting Started

  • a quick refresher on basic writing concepts (such as spelling, grammar, and punctuation) – the things that we often miss especially when completing work under pressure; and
  • an overview of some the typical business documents – letters, reports, proposals – that you may have to deal with, with tips on structure, style etc. 

Section Two: Spelling and Grammar

  • Spelling
  • Grammar

Section Three: Language and tone

  • Clarity
  • Conciseness
  • Formality
  • Focus
  • Tone

Section Four: Sentences and Paragraphs

  • Parts of a Sentence
  • Sentence Length
  • Punctuation
  • Paragraphs

Section Five: Organization and Structure

  • Organisation Approach

Section Six: Tools and Techniques

  • The Reader
  • The Requirement
  • Write faster – effective writing
  • Templates
  • Proofreading
  • Review/Peer Review
  • The Appearance - Printing and Publishing

PART TWO – THE DOCUMENTS

Section Seven: Meeting Agendas

  • The Basic Structure

Section Eight: E-mails

  • Addressing your mails
  • Brevity
  • Formality
  • Attachments
  • Forwarding/replying

Section Nine: Business Letters

  • The Basic Structure
  • Writing the Letter

Section Ten: Proposals

  • The Basic Outline
  • Key information
  • Sequence
  • Choosing a Format
  • Proposal Structure and Content
  • Executive Summaries

Section Eleven: Reports

  • Report Structure and format

Section Twelve: Requests for Proposal

  • Requests for Proposals

Section Thirteen: Business Cases

  • Business Cases

Section Fourteen: General Documentation

  • General Documentation

Section Fifteen: Wrapping Up

Course 3 - Proposal Writing

Section One: Getting Started

  • Objectives

Section Two: The Request

  • Requests for Proposals

Section Three: The Proposal-writing Process

  • A Winning Proposal
  • The Proposal-writing Process

Section Four: The Requirement

  • What does the customer want?
  • What does your company want?
  • Initial data gathering

Section Five: Why Pick Us?

  • Key Differentiators
  • Key Messages

Section Six: Illustrations

  • Illustrations
  • Sample Illustrations

Section Seven: Proposal Structure

  • The Basic Outline
  • Creating and Sequencing your Table of Contents

Section Eight: Details and Research

  • The Reader
  • Organizing your information
  • Identifying Resources

Section Nine: Writing Skills Revision – Part One

  • Spelling
  • Grammar
  • Punctuation
  • Language

Section Ten: – Writing Skill Revision, Part Two

  • Parts of a Sentence
  • Write faster – effective writing
  • Paragraphs

Section Eleven: Writing the text of the Proposal

  • Choosing a Format
  • Templates
  • Proposal Content
  • Executive Summaries

Section Twelve: Proofreading, Editing, and Finishing

  • Proofreading
  • Review/Peer Review
  • The Appearance – Printing and Publishing

Section Thirteen:

  • Wrapping Up

Course 4 - Archiving and Records Management

Module One: Getting Started

Module Two: Understanding Records

  • What is Records Management? 
  • Defining Records 
  • Archives vs. Records 
  • Life Cycle

Module Three: Management of Records

  • What Is and Is Not a Record? 
  • Record Programs
  • Management of Systems 
  • Developing Standards

Module Four: Context I

  • Techniques for Analyzing Records 
  • Collecting Information 
  • Organizational Needs 
  • Legal Demands

Module Five: Context II

  • Routine Process 
  • Creative Process 
  • System Analysis 
  • Records Survey

Module Six: Classification

  • Functionality 
  • Prioritize 
  • Assess and Review 
  • Develop a Tool

Module Seven: Paper-Based Systems

  • Arranging and Grouping 
  • Building Files 
  • Elementary & Intermediate 
  • Metadata

Module Eight: Electronic Records

  • Classifying 
  • Folders and Directories 
  • Groupings 
  • Metadata

Module Nine: Hybrid Systems

  • Routine Processes 
  • Creative Processes 
  • Design 
  • Limitations

Module Ten: Appraisals & Systems

  • Taxonomy of Values 
  • Macro Appraisal
  • Strategy & Criteria 
  • Document & Review Decisions

Module Eleven: Record Maintenance

  • Paper 
  • Electronic 
  • Create Archives 
  • Conversion

Module Twelve: Wrapping Up

Course 5 - Presentation Skills

Module One - Getting Started

Module Two - Creating the Program

  • Performing a needs analysis
  • Writing the basic outline
  • Researching, writing, and editing

Module Three - Choosing your Delivery Methods

  • Basic methods
  • Advanced methods
  • Basic criteria to consider

Module Four - Verbal Communication Skills

  • Listening and hearing: They aren't the same thing
  • Asking questions
  • Communicating with power

Module Five - Non-Verbal Communication Skills

  • Body language
  • Gestures
  • The signals you send to others
  • It's not what you say, it's how you say it

Module Six - Overcoming Nervousness

  • Preparing mentally
  • Physical relaxation techniques
  • Appearing confident in front of the crowd

Module Seven - Creating Fantastic Flip Charts

  • Required tools
  • The advantages of pre-writing
  • Using colors appropriately
  • Creating a Plan B

Module Eight - Creating Compelling PowerPoint Presentations

  • Required tools
  • Tips and tracks
  • Creating a Plan B

Module Nine - Wow 'Em with the Whiteboard

  • Traditional and electronic whiteboards
  • Using colors appropriately
  • Creating a Plan B

Module Ten - Vibrant Videos and Amazing Audio

  • Required Tools
  • Tips and tricks
  • Creating a Plan B

Module Eleven - Pumping it Up a Notch

  • Make them laugh a little
  • Ask them a question
  • Encouraging discussion
  • Dealing with questions

Module Twelve - Wrapping Up

Course 6 - Excel 365 Essentials

Module One: Getting Started
By the end of this course, you should be able to:

  • Open and close spreadsheets
  • Understand the Office 365 web interface, including the home page, the team site, and the shared documents list
  • Understand the Excel 365 browser interface
  • Upload a spreadsheet to the Shared Documents library
  • Differentiate between worksheets, workbooks, rows, columns, and cells
  • Download and reload workbooks
  • Use the Find Command
  • Save a Copy
  • Open in Editing View
  • Open the spreadsheet in the Excel desktop application for more advanced features
  • Understand saving and collaborating
  • Create a new file
  • Enter labels and values
  • Edit data
  • Use the Wrap Command
  • Use cut, copy, and paste
  • Use Undo and redo
  • Add rows and columns
  • Delete cells
  • Understand shortcuts
  • Build, copy and edit formulas
  • Use absolute referencing appropriately
  • Understand the difference between Formulas and Functions
  • Use basic Excel functions, including SUM, AVERAGE, MAX, and MIN
  • Understand Autocomplete
  • Sort and filter data
  • Collaborate with others on a spreadsheet
  • Refresh and recalculate data
  • Format text and numbers
  • Use alignment options
  • Apply borders and fill color
  • Insert and work with Tables
  • Insert and work with Charts
  • Insert links

Module Two: Welcome to Office 365 Web Apps

  • The Home Page
  • The Team Site
  • Shared Documents
  • Uploading a Spreadsheet

Module Three: Worksheets and Workbooks

  • Opening a Spreadsheet
  • Overview of the Reading View
  • Understanding Worksheets vs. Workbooks
  • Downloading and Reloading
  • Closing Spreadsheets

Module Four: Working with Excel Files

  • Using the Find Command
  • Saving a Copy
  • Editing in Browser
  • The Excel Web App Interface
  • Opening in Excel

Module Five: Editing in the Browser (one)

  • About Saving and Save As
  • A New File and AutoSaving
  • Entering Data
  • Editing Data
  • Using the Wrap Command

Module Six: Editing in the Browser (two)

  • Cut, Copy, and Paste
  • Using Undo and Redo
  • Adding Rows and Columns
  • Deleting Cells
  • Using Timesaving Shortcuts

Module Seven: Building Formulas

  • The Math Basics of Excel
  • Building a Formula
  • Editing a Formula
  • Copying a Formula
  • Relative vs. Absolute References

Module Eight: Understanding Functions

  • Formulas vs. Functions
  • Using the SUM Function
  • Using Other Basic Excel Functions
  • Using AutoComplete

Module Nine: Working with Data

  • Sorting Data
  • Filtering Data
  • About Collaborating
  • About Refreshing External Data

Module Ten: Formatting Your Data

  • Changing the Appearance of Text
  • Changing the Appearance of Numbers
  • Setting Alignment Options
  • Adding Borders
  • Adding Fill Color

Module Eleven: The Insert Tools

  • Inserting Tables
  • Inserting Charts
  • Working with Charts
  • Inserting Links

Module Twelve: Wrapping Up 

Course 7 - Contract Management

Module One: Getting Started

  • Course Objectives

Module Two: Defining Contract Management 

  • What is Contract Management? 
  • Contract Types 
  • Contract Elements 
  • Risks of Poor Contract Management

Module Three: Legal and Ethical Contract Management

  • Contract Law I 
  • Contract Law II 
  • Defining Ethical Contract Management 
  • Ethical Breaches

Module Four: Contract Management Requests

  • Choosing Potential Bidders 
  • RFPs and Technology 
  • Calculating Value 
  • Making a Choice

Module Five: How to Create a Contract

  • Templates and Software 
  • Compliance 
  • Wording 
  • Risks of Noncompliance 

Module Six: Contract Negotiations

  • Be Prepared 
  • Prioritize Terms 
  • Remain Professional 
  • Execute the Contract 

Module Seven: Assess Performance

  • What Performance Can Be Assessed 
  • Creating Metrics 
  • Measuring Performance 
  • Improving Performance

Module Eight: Relationships

  • Qualities of Effective Relationships 
  • Relationship Pitfalls 
  • Building Trust 
  • Maintaining Relationships 

Module Nine: Amending Contracts

  • Redlines and Strikeouts 
  • Replacing Clauses 
  • Describing Amendments 
  • Amendment Status 

Module Ten: Conducting Audits

  • Why Audit? 
  • Plan 
  • Establishing Procedures 
  • Investigate and Report 

Module Eleven: Renewing Contracts

  • Involve Stakeholders 
  • Review 
  • Check for Accuracy and Changes 
  • Update or Cancel 

Module Twelve: Wrapping Up

Course 8 - Time Management

Section One: Getting Started

Section Two: SMARTER Goals

  • The Three P’s
  • Create SMARTER Goals
  • Prioritizing Your Goals
  • Visualize your Goals-Visualization

Section Three: Prioritizing Your Time

  • The 80/20 Rule
  • Prioritizing with the Urgent-Important Matrix
  • Being Assertive...Saying “NO” to Requests you can’t meet.

Section Four: Planning

  • Using To Do List
  • The Glass Jar: Rocks, Pebbles, Sand, and Water
  • Ready, Fire, Aim!

Section Five: Procrastination

  • Why We Procrastinate
  • Nine Ways to Overcome Procrastination
  • Eat That Frog!

Section Six: Managing Crisis

  • When Crisis Calls...do you have a Contingency Plan?
  • Creating a Plan
  • Executing the Plan
  • Lessons Learned

Section Seven: The Organized Workspace

  • De-Clutter
  • Managing Workflow
  • Dealing with E-mail...email etiquette
  • Using Calendars

Section Eight: Delegating

  • When to Delegate?
  • Who Should I Delegate to?
  • Monitoring the Results

Section Nine: The Power of Ritual...Habits

  • What is a Ritual/Routine?
  • Example Rituals
  • Using Rituals to Maximise Time

Section Ten: Meetings

  • Deciding if a Meeting is Necessary... Is the meeting necessary?
  • Using the PAT Approach
  • Effective Agenda Writing
  • Staying on Track
  • Was the Meeting Worthwhile?

Section Eleven: Meeting Alternatives

  • Instant Messaging and Chat Rooms
  • Teleconferencing
  • E-mail Lists and Online Groups
  • Collaboration Applications

Section Twelve: Wrapping Up

Course 9 - Project Management

Module One - Getting Study

Module Two - Key Concepts (Part 1)

  • What is a project?
  • What is project management?
  • What is a project manager?

Module Three - Key Concepts (Part 2)

  • About the Project Management Institute (PMI)
  • About the Project Management Body of Knowledge (PMBOK)
  • The five process groups
  • The nine knowledge areas
  • The triple contraint

Module Four - Initiation (Part 1)

  • Identifying your Stakeholders
  • Assessing Needs and Wants
  • Setting a SMART project goal
  • Creating requirements and deliverables

Module Five - Initiation (Part 2)

  • Creating a statement of work
  • Completing the project planning worksheet
  • Completing the project charter

Module Six - Planning (Part 1)

  • Managing expectations
  • Creating a task list
  • Estimating time
  • Estimating resources
  • Estimating costs

Module Seven - Planning (Part 2)

  • Building the work breadkdown structure
  • Creating the schedule
  • Creating a risk management plan
  • Creating a communication plan

Module Eight - Planning Tools

  • The Gantt Chart
  • The Network Diagram
  • Using a RACI Chart
  • Going the extra mile: Microsoft Project

Module Nine - Executing the Project

  • Establishing baselines
  • Monitoring project progress
  • Triple constraint reduction methods

Module Ten - Maintaining and Controlling the Project

  • Making the most of status updates
  • Managing change
  • Monitoring risks

Module Eleven - Closing Out

  • Preparing for closeout
  • Celebrating successes
  • Learning from project challenges
  • Scope verification
  • A final to-do list

Module Twelve - Wrapping Up

Course 10 - Collaborative Business Writing

Module One: Getting Started

Module Two: What is Collaborative Business Writing?

  • Clarifying the Objective
  • Practical Writing Approaches
  • Collaborative Writing Strategies
  • Collaborative Writing Patterns

Module Three:Types of Collaborative Business Writing

  • Construction – “Cut and Paste”
  • Parallel Construction – “Puzzle”
  • Sequential Summative Construction
  • Integrating Construction

Module Four: Collaborative Team Members

  • Team Leader Selection
  • Chief Editor Selection
  • Characteristics of Team Members
  • Ways to Build Collaborative Writing Team

Module Five: Collaborative Tools and Processes

  • Outlines and Storyboards
  • Collaborative Planning
  • Collaborative Revision
  • Collaborative Team Cohesion

Module Six: Setting Style Guidelines

  • Voice and Person
  • Format
  • Consistent Spelling of Commonly Used Words
  • Numbers as Words or Figures

Module Seven: Barriers to Successful Collaborative Writing

  • Hoarding
  • Innovation
  • Search
  • Knowledge Transfer

Module Eight: Overcoming Collaborative Writing Barriers

  • Practice T-shaped Management
  • Building a Network of Alliances
  • Implementing Enablers
  • Assessing the Culture and Areas for Improvement

Module Nine: Styles of Dealing with Conflict

  • Ensure that Good Relationships are the First Priority
  • Keep People and Problems Separate
  • Pay Attention to the Interests that are Being Presented
  • Listen First, Talk Second

Module Ten:Tips for Successful Business Writing Collaboration

  • Determine Purpose
  • Formulate Outline and Organizational Format
  • When Choosing a Team Leader, Remember…
  • Assign Writing Tasks and Associated Duties

Module Eleven: Examples of Collaborative Business Writing

  • Writing Emails
  • Writing Reports
  • Writing Training Manuals
  • Writing Company Handbooks

Module Twelve: Wrapping Up

Entry requirements

Students must have basic literacy and numeracy skills.

Minimum education

Open entry. Previous schooling and academic achievements are not required for entry into this course.

Computer requirements

Students will need access to a computer and the internet. 

Minimum specifications for the computer are:

Windows:

  • Microsoft Windows XP, or later
  • Modern and up to date Browser (Internet Explorer 8 or later, Firefox, Chrome, Safari)

MAC/iOS

  • OSX/iOS 6 or later
  • Modern and up to date Browser (Firefox, Chrome, Safari)

All systems

  • Internet bandwidth of 1Mb or faster
  • Flash player or a browser with HTML5 video capabilities(Currently Internet Explorer 9, Firefox, Chrome, Safari)

Students will also need access the following applications:

Adobe Acrobat Reader

Customer Reviews

5 star
47%
4 star
29%
3 star
17%
2 star
5%
1 star
2%
(629)
Average rating 4 out of 5 stars

2 April 2020 03:44:10 PM

Great module

29 March 2020 11:24:57 AM

I actually truly enjoyed this course. It was easy to understand yet still full of so much useful knowledge that I could actually use in real life.

26 March 2020 11:07:54 AM

Great Time Management tips

19 February 2020 04:42:14 AM

Great

17 February 2020 08:20:26 AM

Great course

14 February 2020 02:29:13 PM

good course for beginner to understand what is contract management and its proccess

19 January 2020 09:49:55 AM

Helpfull

19 January 2020 09:47:21 AM

Helpfull

19 January 2020 09:46:46 AM

Helpfull

19 January 2020 09:46:14 AM

Helpfull

16 January 2020 09:22:22 AM

Thank you, this course helped me a lot

1 January 2020 10:48:05 AM

Thank you for this opportunity

21 December 2019 04:51:59 AM

świetne

23 October 2019 03:25:35 PM

excellent course first attend pass with 83%

23 October 2019 03:13:01 PM

Interesting course actually this will help me as a manager.

13 October 2019 05:48:40 PM

Excellent self help.

7 October 2019 02:24:07 AM

Good

3 October 2019 07:15:07 PM

awesome

1 October 2019 03:59:07 AM

This course was easier than the others but equally interesting

10 September 2019 08:00:35 PM

A great recap course for business writing!

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About this Course

The Most Comprehensive Budget and Financial Reports Bundle - 10 Courses in this Bundle

  1.  Budget and Financial Reports

  2.  Business Writing

  3.  Proposal Writing

  4.  Archiving and Records Management

  5.  Presentation Skills

  6.  Excel 365 Essentials

  7.  Contract Management

  8.  Time Management

  9.  Project Management

  10.  Collaborative Business Writing

1. Budget and Financial Reports :Back Your Business with Bulletproof Finance

Everyday businesses deal with budgets and financial reports in some form or fashion. At minimum, business managers review budget numbers and run financial reports for decision-making and reporting to shareholders and Federal regulators once a month. Many companies devote the last few months of the calendar year to creating budgets for the next calendar year. In addition, organizations create and disseminate year-end financial reports to investors.

The goal of this course is to give the participant a basic understanding of budgets and financial reports so they can hold relevant discussions and render decisions based on financial data. This course will define key terms like ROI, EBIT, GAAP, and extrapolation. Furthermore, this course will discuss commonly used financial terms, financial statements, budgets, forecasting, purchasing decisions, and laws that regulate the handling of financial information.

By the end of this Budget and Financial Reports Online Short Course, you will be able to:

  • Identify financial terminology
  • Understand financial statements
  • Identify how to analyse financial statements
  • Understand budgets
  • How to make budgeting easy
  • Understand advanced forecasting techniques
  • Understand how to manage the budget
  • Identify how to make smart purchasing decisions
  • Identify the legal aspects of finances

2. Business Writing:Become an Expert at Writing Effective Emails, Letters, Reports and More

We all know that writing is one of the most important methods of business communication for most people, whether its e-mails, memos, proposals, or major reports. Lots of people struggle with the composition of these. Sometimes it's because they don't have to do it very often so, therefore, it doesn't flow as easily as they would like, sometimes because they are new to a role, or just because it's not their favorite thing.

This Business Writing Online Short Course will provide:

  • A quick refresher on basic writing concepts (such as spelling, grammar, and punctuation) the things that we often miss especially when completing work under pressure; and
  • An overview of some the typical business documents, letters, reports, proposals that you may have to deal with, with tips on structure, style etc.

Course Topics:

  • Spelling
  • Punctuation
  • Writing the Letter
  • Proposals Key Info

By the end of the Business Writing Online Short Course, you will be able to:

  • Understand the function/purpose of all of the above.
  • Utilize the tips and techniques provided here to determine an appropriate structure to use for your business artifacts in different situations.
  • Define proofreading and understand the techniques in improving proofreading skills.
  • Define peer review and list ways peer review can help improve business writing skills.
  • Notice (and correct) common spelling and grammar issues in business writing.
  • List guidelines in printing and publishing business writing

3. Proposal Writing: Learn how to Structure, Write and Finish a Proposal

A good proposal doesn’t just outline what product or service you would like to create or deliver. It does so in such a way that the reader feels it is the only logical choice.

This course will take you through each step of the proposal writing process, from understanding why you are writing a proposal; to gathering information; to writing and proofreading; to creating the final, professional product.

This course is targeted at individuals and groups who require an understanding of how to structure, write, and finish a proposal.

By the end of this course, you will be able to:

  • Understand the basic requirements for developing a proposal.
  • Follow the approach provided to help develop focused, high-quality proposals.
  • Utilise the tips and techniques to determine an appropriate structure to use for your proposals in different situations.
  • Make good use of illustrations in your proposals.
  • Define proofreading and understand the techniques in improving proofreading skills.
  • Define peer review and list ways peer review can help improve your proposals.
  • Notice (and correct) common spelling and grammar issues in your proposal writing.
  • List guidelines in printing and publishing your proposal.

4. Archiving and Records Management: Discover the Basic Elements of Records Management Programs and Different Ways to Manage Records

Every organization is responsible for maintaining records. The ability to create, organize, and maintain records and archives is essential to success. Correct records keeping will not only offer liability protection; it will also increase efficiency and productivity. To put it simply, maintaining records and archives will improve the bottom line. 

Records are in every organization. From purchasing receipts to tax documents to communications, they need to be identified and managed properly. The method of records management that a company uses should be tailored to fit the needs of the organization. There are, however, some basic concepts in most records management systems.  

By the end of this Archiving and Records Management Online Course, you will be able to:

  • Define records and archives
  • Analyze records in context
  • Classify records
  • Understand different systems
  • Maintain and convert records

5. Presentation Skills :Create and Deliver Compelling Presentations

This course can benefit anyone who presents; a trainer, a meeting facilitator, speaker, or seminar discussion leader. No matter which role you are assuming, this Course will help you become more efficient and proficient with the skills of providing information to others.

Covering everything from writing your first needs analysis to running the presentation itself, this course will equip you with the skills and confidence to organise and host successful and professional presentations that get your message across whether you're pitching an idea, making a sale or sharing knowledge with your team.

By the end of this course, you will be able to:

  • Perform a needs analysis and prepare an outline
  • Select presentation delivery methods
  • Practice verbal and non-verbal communication skills
  • Knock down nervousness
  • Develop and use flip charts with color
  • Create targeted PowerPoint presentations
  • Utilize white boarding for reinforcement
  • Describe how video and audio enhance a presentation and list criteria for determining what types to use
  • Enrich the learning experience with humor, questions and discussion

6. Excel 365 Essentials: Make Basic Changes Without Using a Computer Where Your Desktop Office Applications are Installed.

Welcome to the Office 365 Excel Essentials course. With Office 365, you can access your spreadsheets anywhere, and make some basic changes without using a computer where your desktop Office applications are installed. In the Office 365 Excel web app, you can collaborate on a spreadsheet with anyone, no matter what version of Excel they have, and your changes are automatically saved.

The Office 365 experience is designed to render your documents to look exactly like they would when printed, from nearly anywhere in the world. This tool provides its users the freedom to work from anywhere.

By the end of this Excel 365 Essentials Online Short Course, you should be able to:

  • Understand the Office 365 web interface, including the home page, the team site, and the shared documents list
  • Understand the Excel 365 browser interface
  • Upload a spreadsheet to the Shared Documents library
  • Download and reload workbooks
  • Understand saving and collaborating
  • Build, copy and edit formulas
  • Understand the difference between Formulas and Functions
  • Sort and filter data
  • Collaborate with others on a spreadsheet
  • Use alignment options
  • Apply borders and fill color
  • Insert and work with Tables and Charts
  • Insert links

7. Contract Management: Learn to understand ethical contract management

It is easy to overlook the importance of contract management because it seems to be a boring, mundane topic.  Contracts, however,  are the basis of most business relationships. If contracts are managed well, business relationship will flourish. If they are  not, companies face financial loss, relationship harm, and damaged reputations.

With our “Contract Management” Course, you will discover the specifics of how contract management works and how to effectively source agents. 

By the end of this Contract Management Online Short Course, you will be able to:

  • Identify contract elements
  • Understand ethical contract management
  • Calculate value
  • Negotiate contracts
  • Create basic amendments

8. Time Management: How To Manage Your Time And Get Things Done

Personal time management skills are essential skills for effective people. People who use these techniques on a regular basis are the highest achievers in all walks of life, from business to sport to public service. Making these skills part your daily routine will enable you to function exceptionally well, even under intense pressure.

As you master these skills you'll find that you take control of your workload, saying goodbye to the often intense stress of work overload. At the heart of time management is an important shift in focus: Concentrate on results, not on being busy. Many people spend their days in a frenzy of activity, but achieve very little, because they're not concentrating their effort on the things that matter the most.

Time management training begins with setting goals. These goals are recorded, prioritized and may be broken down into a project, an action plan, or a simple task list. This entire process is supported by a skill set that should include personal motivation, delegation skills, organization tools, and crisis management. We'll cover all this and more during this Time Management Online Short Course.

Course Topics:

  • The SMART Way
  • Urgent Important Matrix
  • The 80/20 Rule
  • Eat That Frog
  • The Glass Jar

By the end of this Time Management Online Short Course you will be able to:

  • Plan and prioritize daily activities efficiently and in a productive manner.
  • Triumph over procrastination.
  • Effectively deal with crises.
  • Organize your workspace and workflow.
  • Efficiently delegate.
  • Ritualize your workload.
  • Plan effective meetings.

9. Project Management: Being Able to Manage Projects is Important in Getting Things Done

In the past few decades, organizations have discovered something incredible: principles that have been used to create enormous successes in large projects can be applied to projects of any size to create amazing success. As a result, many employees are expected to understand project management techniques and how to apply them to projects of any size.

This Project Management Online Short Course will give you an overview of the entire project management process, as well as key project management tools that they can use every day.

By the end of this Project Management Online Short Course, you will be able to:

  • Define projects, project management, and project managers
  • Identify the five process groups and nine knowledge areas as defined by the PMI
  • Describe the triple constraint
  • Perform a project needs assessment and write goals, requirements and deliverables
  • Create key project documents, including the statement of work, project planning worksheet, and project charter
  • Build a project schedule by estimating time, cost and resources
  • Understand and use the work breakdown structure
  • Create project  planning documents, such as a schedule, risk management plan, and communication plan
  • Use planning tools, including the Gantt chart, network diagram, and RACI chart
  • Establish and use baselines
  • Monitor and maintain the project
  • Perform basic management tasks, including leading status meetings and ensuring all documents are complete at the end of the project

10. Collaborative Business Writing: Develop your Writing Skills to Have an Extra Edge in the Workplace

Writing and communication skills have degraded with more and more people communicating through email and instant messaging. Developing writing skills is still important in the business world as is creating proper documents (such as proposals, reports, and agendas) giving you that extra edge in the workplace.

The Collaborative Business Writing course will give you the knowledge and skills to collaborate with others and create that important document. You will touch on the types of collaboration, and ways to improve them through certain tools and processes. These basic skills will provide you with that extra benefit in the business world that a lot of people are losing.

By the end of this Collaborative Business Writing Online Short Course, you should be able to:

  • Define collaborative business writing
  • Know different types of collaborative writing
  • Know how to collaborate with team members
  • Learn methods of handling conflict in writing
  • Build collaborative writing teams

Receive Lifetime Access to Course Materials, so you can review at any time.

For comprehensive information on units of study click the units of study tab above.

This is an incredible opportunity to invest in yourself and your future, sharpen your training skills and learn what it takes to create your own success with Courses For Success Today!

Course Fast Facts:

  1. All courses are easy to follow and understand
  2. Only 6 to 8 hours of study is required per course
  3. Unlimited lifetime access to course materials
  4. Study as many courses as you want
  5. Delivered 100% on-line and accessible 24/7 from any computer or smartphone
  6. You can study from home or at work, at your own pace, in your own time
  7. Certificates 

Course Delivery

Courses are accessed online via our learning management system by any device including PC, MAC, tablet or Smart Phone.

Recognition & Accreditation

The courses offered by Courses For Success are unique as they are taught in a step by step process enabling students to complete them quickly and easily, so that you can obtain your qualification sooner. All students who complete the course receive a certificate of completion. Courses For Success is committed to high completion rates and therefore 100% student satisfaction.

Receive Lifetime Access to Course Materials, so you can review at any time.

The Ultimate Budget and Financial Reports, 10 Course Bundle includes the following courses, below is a summary of each course: 

Course 1 - Budget and Financial Reports

Module One - Getting Started

Module Two - Glossary

  • What is Finance?
  • Commonly used Terms
  • Key Players
  • Important Financial Organisations
  • Understanding GAAP

Module Three - Understanding Financial Statements

  • Balance Sheets
  • Income Statements (AKA Profit and Loss Statements)
  • Statement of Retained Earnings
  • Statement of Cash Flow
  • Annual Reports

Module Four - Analysing Financial Statements (Part 1)

  • Income Ratios
  • Profitability Ratios
  • Liquidity Ratios
  • Working Capital Ratios
  • Bankruptcy Ratios

Module Five - Analysing Financial Statements (Part 2)

  • Long - Term Analysis Ratios
  • Coverage Ratios
  • Leverage Ratios
  • Calculating Return on Investment (ROI)

Module Six - Understanding Budgets

  • Common types of budgets
  • What information do I need?
  • Who should be involved?
  • What should a budget look like?

Module Seven - Budgeting Made Easy

  • Factoring in historical data
  • Gathering related information
  • Adjusting for special circumstances
  • Putting it all together
  • Computer based methods

Module Eight - Advanced Forecasting Technigues

  • Using the average
  • Regression Analysis
  • Extrapolation
  • Formal Financial Models

Module Nine - Managing the Budget

  • How to tell if you're on track
  • Should your budget be updated
  • Keeping a diary of lessons learned
  • When to panic

Module Ten - Making Smart Purchasing Decisions

  • 10 questions you must ask
  • Determining the Payback period
  • Deciding whether to lease or buy
  • Thinking outside the box

Module Eleven - A Glimpse into the Legal World

  • A brief history
  • The Sarbanes-Oxley Act
  • CEO / CFO Certification
  • 8th Company Law Directive

Module Twelve - Wrapping Up

Course 2 - Business Writing, Proposal Writing

PART ONE – THE BUILDING BLOCKS

Section One: Getting Started

  • a quick refresher on basic writing concepts (such as spelling, grammar, and punctuation) – the things that we often miss especially when completing work under pressure; and
  • an overview of some the typical business documents – letters, reports, proposals – that you may have to deal with, with tips on structure, style etc. 

Section Two: Spelling and Grammar

  • Spelling
  • Grammar

Section Three: Language and tone

  • Clarity
  • Conciseness
  • Formality
  • Focus
  • Tone

Section Four: Sentences and Paragraphs

  • Parts of a Sentence
  • Sentence Length
  • Punctuation
  • Paragraphs

Section Five: Organization and Structure

  • Organisation Approach

Section Six: Tools and Techniques

  • The Reader
  • The Requirement
  • Write faster – effective writing
  • Templates
  • Proofreading
  • Review/Peer Review
  • The Appearance - Printing and Publishing

PART TWO – THE DOCUMENTS

Section Seven: Meeting Agendas

  • The Basic Structure

Section Eight: E-mails

  • Addressing your mails
  • Brevity
  • Formality
  • Attachments
  • Forwarding/replying

Section Nine: Business Letters

  • The Basic Structure
  • Writing the Letter

Section Ten: Proposals

  • The Basic Outline
  • Key information
  • Sequence
  • Choosing a Format
  • Proposal Structure and Content
  • Executive Summaries

Section Eleven: Reports

  • Report Structure and format

Section Twelve: Requests for Proposal

  • Requests for Proposals

Section Thirteen: Business Cases

  • Business Cases

Section Fourteen: General Documentation

  • General Documentation

Section Fifteen: Wrapping Up

Course 3 - Proposal Writing

Section One: Getting Started

  • Objectives

Section Two: The Request

  • Requests for Proposals

Section Three: The Proposal-writing Process

  • A Winning Proposal
  • The Proposal-writing Process

Section Four: The Requirement

  • What does the customer want?
  • What does your company want?
  • Initial data gathering

Section Five: Why Pick Us?

  • Key Differentiators
  • Key Messages

Section Six: Illustrations

  • Illustrations
  • Sample Illustrations

Section Seven: Proposal Structure

  • The Basic Outline
  • Creating and Sequencing your Table of Contents

Section Eight: Details and Research

  • The Reader
  • Organizing your information
  • Identifying Resources

Section Nine: Writing Skills Revision – Part One

  • Spelling
  • Grammar
  • Punctuation
  • Language

Section Ten: – Writing Skill Revision, Part Two

  • Parts of a Sentence
  • Write faster – effective writing
  • Paragraphs

Section Eleven: Writing the text of the Proposal

  • Choosing a Format
  • Templates
  • Proposal Content
  • Executive Summaries

Section Twelve: Proofreading, Editing, and Finishing

  • Proofreading
  • Review/Peer Review
  • The Appearance – Printing and Publishing

Section Thirteen:

  • Wrapping Up

Course 4 - Archiving and Records Management

Module One: Getting Started

Module Two: Understanding Records

  • What is Records Management? 
  • Defining Records 
  • Archives vs. Records 
  • Life Cycle

Module Three: Management of Records

  • What Is and Is Not a Record? 
  • Record Programs
  • Management of Systems 
  • Developing Standards

Module Four: Context I

  • Techniques for Analyzing Records 
  • Collecting Information 
  • Organizational Needs 
  • Legal Demands

Module Five: Context II

  • Routine Process 
  • Creative Process 
  • System Analysis 
  • Records Survey

Module Six: Classification

  • Functionality 
  • Prioritize 
  • Assess and Review 
  • Develop a Tool

Module Seven: Paper-Based Systems

  • Arranging and Grouping 
  • Building Files 
  • Elementary & Intermediate 
  • Metadata

Module Eight: Electronic Records

  • Classifying 
  • Folders and Directories 
  • Groupings 
  • Metadata

Module Nine: Hybrid Systems

  • Routine Processes 
  • Creative Processes 
  • Design 
  • Limitations

Module Ten: Appraisals & Systems

  • Taxonomy of Values 
  • Macro Appraisal
  • Strategy & Criteria 
  • Document & Review Decisions

Module Eleven: Record Maintenance

  • Paper 
  • Electronic 
  • Create Archives 
  • Conversion

Module Twelve: Wrapping Up

Course 5 - Presentation Skills

Module One - Getting Started

Module Two - Creating the Program

  • Performing a needs analysis
  • Writing the basic outline
  • Researching, writing, and editing

Module Three - Choosing your Delivery Methods

  • Basic methods
  • Advanced methods
  • Basic criteria to consider

Module Four - Verbal Communication Skills

  • Listening and hearing: They aren't the same thing
  • Asking questions
  • Communicating with power

Module Five - Non-Verbal Communication Skills

  • Body language
  • Gestures
  • The signals you send to others
  • It's not what you say, it's how you say it

Module Six - Overcoming Nervousness

  • Preparing mentally
  • Physical relaxation techniques
  • Appearing confident in front of the crowd

Module Seven - Creating Fantastic Flip Charts

  • Required tools
  • The advantages of pre-writing
  • Using colors appropriately
  • Creating a Plan B

Module Eight - Creating Compelling PowerPoint Presentations

  • Required tools
  • Tips and tracks
  • Creating a Plan B

Module Nine - Wow 'Em with the Whiteboard

  • Traditional and electronic whiteboards
  • Using colors appropriately
  • Creating a Plan B

Module Ten - Vibrant Videos and Amazing Audio

  • Required Tools
  • Tips and tricks
  • Creating a Plan B

Module Eleven - Pumping it Up a Notch

  • Make them laugh a little
  • Ask them a question
  • Encouraging discussion
  • Dealing with questions

Module Twelve - Wrapping Up

Course 6 - Excel 365 Essentials

Module One: Getting Started
By the end of this course, you should be able to:

  • Open and close spreadsheets
  • Understand the Office 365 web interface, including the home page, the team site, and the shared documents list
  • Understand the Excel 365 browser interface
  • Upload a spreadsheet to the Shared Documents library
  • Differentiate between worksheets, workbooks, rows, columns, and cells
  • Download and reload workbooks
  • Use the Find Command
  • Save a Copy
  • Open in Editing View
  • Open the spreadsheet in the Excel desktop application for more advanced features
  • Understand saving and collaborating
  • Create a new file
  • Enter labels and values
  • Edit data
  • Use the Wrap Command
  • Use cut, copy, and paste
  • Use Undo and redo
  • Add rows and columns
  • Delete cells
  • Understand shortcuts
  • Build, copy and edit formulas
  • Use absolute referencing appropriately
  • Understand the difference between Formulas and Functions
  • Use basic Excel functions, including SUM, AVERAGE, MAX, and MIN
  • Understand Autocomplete
  • Sort and filter data
  • Collaborate with others on a spreadsheet
  • Refresh and recalculate data
  • Format text and numbers
  • Use alignment options
  • Apply borders and fill color
  • Insert and work with Tables
  • Insert and work with Charts
  • Insert links

Module Two: Welcome to Office 365 Web Apps

  • The Home Page
  • The Team Site
  • Shared Documents
  • Uploading a Spreadsheet

Module Three: Worksheets and Workbooks

  • Opening a Spreadsheet
  • Overview of the Reading View
  • Understanding Worksheets vs. Workbooks
  • Downloading and Reloading
  • Closing Spreadsheets

Module Four: Working with Excel Files

  • Using the Find Command
  • Saving a Copy
  • Editing in Browser
  • The Excel Web App Interface
  • Opening in Excel

Module Five: Editing in the Browser (one)

  • About Saving and Save As
  • A New File and AutoSaving
  • Entering Data
  • Editing Data
  • Using the Wrap Command

Module Six: Editing in the Browser (two)

  • Cut, Copy, and Paste
  • Using Undo and Redo
  • Adding Rows and Columns
  • Deleting Cells
  • Using Timesaving Shortcuts

Module Seven: Building Formulas

  • The Math Basics of Excel
  • Building a Formula
  • Editing a Formula
  • Copying a Formula
  • Relative vs. Absolute References

Module Eight: Understanding Functions

  • Formulas vs. Functions
  • Using the SUM Function
  • Using Other Basic Excel Functions
  • Using AutoComplete

Module Nine: Working with Data

  • Sorting Data
  • Filtering Data
  • About Collaborating
  • About Refreshing External Data

Module Ten: Formatting Your Data

  • Changing the Appearance of Text
  • Changing the Appearance of Numbers
  • Setting Alignment Options
  • Adding Borders
  • Adding Fill Color

Module Eleven: The Insert Tools

  • Inserting Tables
  • Inserting Charts
  • Working with Charts
  • Inserting Links

Module Twelve: Wrapping Up 

Course 7 - Contract Management

Module One: Getting Started

  • Course Objectives

Module Two: Defining Contract Management 

  • What is Contract Management? 
  • Contract Types 
  • Contract Elements 
  • Risks of Poor Contract Management

Module Three: Legal and Ethical Contract Management

  • Contract Law I 
  • Contract Law II 
  • Defining Ethical Contract Management 
  • Ethical Breaches

Module Four: Contract Management Requests

  • Choosing Potential Bidders 
  • RFPs and Technology 
  • Calculating Value 
  • Making a Choice

Module Five: How to Create a Contract

  • Templates and Software 
  • Compliance 
  • Wording 
  • Risks of Noncompliance 

Module Six: Contract Negotiations

  • Be Prepared 
  • Prioritize Terms 
  • Remain Professional 
  • Execute the Contract 

Module Seven: Assess Performance

  • What Performance Can Be Assessed 
  • Creating Metrics 
  • Measuring Performance 
  • Improving Performance

Module Eight: Relationships

  • Qualities of Effective Relationships 
  • Relationship Pitfalls 
  • Building Trust 
  • Maintaining Relationships 

Module Nine: Amending Contracts

  • Redlines and Strikeouts 
  • Replacing Clauses 
  • Describing Amendments 
  • Amendment Status 

Module Ten: Conducting Audits

  • Why Audit? 
  • Plan 
  • Establishing Procedures 
  • Investigate and Report 

Module Eleven: Renewing Contracts

  • Involve Stakeholders 
  • Review 
  • Check for Accuracy and Changes 
  • Update or Cancel 

Module Twelve: Wrapping Up

Course 8 - Time Management

Section One: Getting Started

Section Two: SMARTER Goals

  • The Three P’s
  • Create SMARTER Goals
  • Prioritizing Your Goals
  • Visualize your Goals-Visualization

Section Three: Prioritizing Your Time

  • The 80/20 Rule
  • Prioritizing with the Urgent-Important Matrix
  • Being Assertive...Saying “NO” to Requests you can’t meet.

Section Four: Planning

  • Using To Do List
  • The Glass Jar: Rocks, Pebbles, Sand, and Water
  • Ready, Fire, Aim!

Section Five: Procrastination

  • Why We Procrastinate
  • Nine Ways to Overcome Procrastination
  • Eat That Frog!

Section Six: Managing Crisis

  • When Crisis Calls...do you have a Contingency Plan?
  • Creating a Plan
  • Executing the Plan
  • Lessons Learned

Section Seven: The Organized Workspace

  • De-Clutter
  • Managing Workflow
  • Dealing with E-mail...email etiquette
  • Using Calendars

Section Eight: Delegating

  • When to Delegate?
  • Who Should I Delegate to?
  • Monitoring the Results

Section Nine: The Power of Ritual...Habits

  • What is a Ritual/Routine?
  • Example Rituals
  • Using Rituals to Maximise Time

Section Ten: Meetings

  • Deciding if a Meeting is Necessary... Is the meeting necessary?
  • Using the PAT Approach
  • Effective Agenda Writing
  • Staying on Track
  • Was the Meeting Worthwhile?

Section Eleven: Meeting Alternatives

  • Instant Messaging and Chat Rooms
  • Teleconferencing
  • E-mail Lists and Online Groups
  • Collaboration Applications

Section Twelve: Wrapping Up

Course 9 - Project Management

Module One - Getting Study

Module Two - Key Concepts (Part 1)

  • What is a project?
  • What is project management?
  • What is a project manager?

Module Three - Key Concepts (Part 2)

  • About the Project Management Institute (PMI)
  • About the Project Management Body of Knowledge (PMBOK)
  • The five process groups
  • The nine knowledge areas
  • The triple contraint

Module Four - Initiation (Part 1)

  • Identifying your Stakeholders
  • Assessing Needs and Wants
  • Setting a SMART project goal
  • Creating requirements and deliverables

Module Five - Initiation (Part 2)

  • Creating a statement of work
  • Completing the project planning worksheet
  • Completing the project charter

Module Six - Planning (Part 1)

  • Managing expectations
  • Creating a task list
  • Estimating time
  • Estimating resources
  • Estimating costs

Module Seven - Planning (Part 2)

  • Building the work breadkdown structure
  • Creating the schedule
  • Creating a risk management plan
  • Creating a communication plan

Module Eight - Planning Tools

  • The Gantt Chart
  • The Network Diagram
  • Using a RACI Chart
  • Going the extra mile: Microsoft Project

Module Nine - Executing the Project

  • Establishing baselines
  • Monitoring project progress
  • Triple constraint reduction methods

Module Ten - Maintaining and Controlling the Project

  • Making the most of status updates
  • Managing change
  • Monitoring risks

Module Eleven - Closing Out

  • Preparing for closeout
  • Celebrating successes
  • Learning from project challenges
  • Scope verification
  • A final to-do list

Module Twelve - Wrapping Up

Course 10 - Collaborative Business Writing

Module One: Getting Started

Module Two: What is Collaborative Business Writing?

  • Clarifying the Objective
  • Practical Writing Approaches
  • Collaborative Writing Strategies
  • Collaborative Writing Patterns

Module Three:Types of Collaborative Business Writing

  • Construction – “Cut and Paste”
  • Parallel Construction – “Puzzle”
  • Sequential Summative Construction
  • Integrating Construction

Module Four: Collaborative Team Members

  • Team Leader Selection
  • Chief Editor Selection
  • Characteristics of Team Members
  • Ways to Build Collaborative Writing Team

Module Five: Collaborative Tools and Processes

  • Outlines and Storyboards
  • Collaborative Planning
  • Collaborative Revision
  • Collaborative Team Cohesion

Module Six: Setting Style Guidelines

  • Voice and Person
  • Format
  • Consistent Spelling of Commonly Used Words
  • Numbers as Words or Figures

Module Seven: Barriers to Successful Collaborative Writing

  • Hoarding
  • Innovation
  • Search
  • Knowledge Transfer

Module Eight: Overcoming Collaborative Writing Barriers

  • Practice T-shaped Management
  • Building a Network of Alliances
  • Implementing Enablers
  • Assessing the Culture and Areas for Improvement

Module Nine: Styles of Dealing with Conflict

  • Ensure that Good Relationships are the First Priority
  • Keep People and Problems Separate
  • Pay Attention to the Interests that are Being Presented
  • Listen First, Talk Second

Module Ten:Tips for Successful Business Writing Collaboration

  • Determine Purpose
  • Formulate Outline and Organizational Format
  • When Choosing a Team Leader, Remember…
  • Assign Writing Tasks and Associated Duties

Module Eleven: Examples of Collaborative Business Writing

  • Writing Emails
  • Writing Reports
  • Writing Training Manuals
  • Writing Company Handbooks

Module Twelve: Wrapping Up

Entry requirements

Students must have basic literacy and numeracy skills.

Minimum education

Open entry. Previous schooling and academic achievements are not required for entry into this course.

Computer requirements

Students will need access to a computer and the internet. 

Minimum specifications for the computer are:

Windows:

  • Microsoft Windows XP, or later
  • Modern and up to date Browser (Internet Explorer 8 or later, Firefox, Chrome, Safari)

MAC/iOS

  • OSX/iOS 6 or later
  • Modern and up to date Browser (Firefox, Chrome, Safari)

All systems

  • Internet bandwidth of 1Mb or faster
  • Flash player or a browser with HTML5 video capabilities(Currently Internet Explorer 9, Firefox, Chrome, Safari)

Students will also need access the following applications:

Adobe Acrobat Reader

(629)
Average rating 4 out of 5 stars
5 star
47%
4 star
29%
3 star
17%
2 star
5%
1 star
2%

2 April 2020 03:44:10 PM

Great module

29 March 2020 11:24:57 AM

I actually truly enjoyed this course. It was easy to understand yet still full of so much useful knowledge that I could actually use in real life.

26 March 2020 11:07:54 AM

Great Time Management tips

19 February 2020 04:42:14 AM

Great

17 February 2020 08:20:26 AM

Great course

14 February 2020 02:29:13 PM

good course for beginner to understand what is contract management and its proccess

19 January 2020 09:49:55 AM

Helpfull

19 January 2020 09:47:21 AM

Helpfull

19 January 2020 09:46:46 AM

Helpfull

19 January 2020 09:46:14 AM

Helpfull

16 January 2020 09:22:22 AM

Thank you, this course helped me a lot

1 January 2020 10:48:05 AM

Thank you for this opportunity

21 December 2019 04:51:59 AM

świetne

23 October 2019 03:25:35 PM

excellent course first attend pass with 83%

23 October 2019 03:13:01 PM

Interesting course actually this will help me as a manager.

13 October 2019 05:48:40 PM

Excellent self help.

7 October 2019 02:24:07 AM

Good

3 October 2019 07:15:07 PM

awesome

1 October 2019 03:59:07 AM

This course was easier than the others but equally interesting

10 September 2019 08:00:35 PM

A great recap course for business writing!

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Course Summary

Course ID: 020BAFR10CB
Delivery Mode: Online
Access: Unlimited lifetime
Time: Study at your own pace
Duration: 60-80 Hours
Assessments: Yes
Qualification: Certificate

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