New Glasgow, NS, Canada Toll-free: Phone: Fax: Fax:

Transcription

1 Visio 2010 Advanced Sample Corporate Training Materials All of our training products are fully customizable and are perfect for one day and half day workshops. You can easily update or insert your own content to make the training more relevant to participants. Our material is completely customizable and is backed up by a 90 day 100% no questions asked money back guarantee! With our training courseware you are able to: Add your name and logo (and remove ours). Add your own content to make the training more relevant to your clients (i.e. using examples and case studies from within your organization or city) Train unlimited users within your organization. No Annual Renewal Fees Download training material on your time from our secure servers United States International 73 Greentree Drive, Box # Provost Street Dover, Delaware New Glasgow, NS, Canada Toll-free: Phone: Fax: Fax: sales@corporatetrainingmaterials.com sales@corporatetrainingmaterials.com Any technical issues or questions can be addressed by our support team support@corporatetrainingmaterials.com Our Product Catalog contains our entire library of available and upcoming courses. Please follow this link: Review our License Agreement to answer any licensing questions you may have. Please follow this link:

2 TABLE OF CONTENTS Preface... 3 What is Courseware?... 3 How Do I Customize My Course?... 3 Materials Required... 4 Maximizing Your Training Power... 5 Icebreakers... 6 Icebreaker: Friends Indeed... 7 Training Manual Sample... 8 Sample Module: Layers (I)... 9 Instructor Guide Sample Sample Module: Layers (I) Quick Reference Sheets Certificate of Completion PowerPoint Sample Full Course Table of Contents... 35

3 Preface What is Courseware? Welcome to Corporate Training Materials, a completely new training experience! Our courseware packages offer you top-quality training materials that are customizable, user-friendly, educational, and fun. We provide your materials, materials for the student, PowerPoint slides, and a takehome reference sheet for the student. You simply need to prepare and train! Best of all, our courseware packages are created in Microsoft Office and can be opened using any version of Word and PowerPoint. (Most other word processing and presentation programs support these formats, too.) This means that you can customize the content, add your logo, change the color scheme, and easily print and training materials. How Do I Customize My Course? Customizing your course is easy. To edit text, just click and type as you would with any document. This is particularly convenient if you want to add customized statistics for your region, special examples for your participants industry, or additional information. You can, of course, also use all of your word processor s other features, including text formatting and editing tools (such as cutting and pasting). To remove modules, simply select the text and press Delete on your keyboard. Then, navigate to the Table of Contents, right-click, and click Update Field. You may see a dialog box; if so, click Update entire table and press OK. (You will also want to perform this step if you add modules or move them around.) If you want to change the way text looks, you can format any piece of text any way you want. However, to make it easy, we have used styles so that you can update all the text at once. If you are using Word 97 to 2003, start by clicking the Format menu followed by Styles and Formatting. In Word 2007 and 2010 under the Home tab, right-click on your chosen style and click Modify. That will then produce the Modify Style options window where you can set your preferred style options.

4 For example, if we wanted to change our Heading 1 style, used for Module Titles, this is what we would do: Now, we can change our formatting and it will apply to all the headings in the document. For more information on making Word work for you, please refer to Word 2007 or 2010 Essentials by Corporate Training Materials. Materials Required All of our courses use flip chart paper and markers extensively. (If you prefer, you can use a whiteboard or chalkboard instead.) We recommend that each participant have a copy of the Training Manual, and that you review each module before training to ensure you have any special materials required. Worksheets and handouts are included within a separate activities folder and can be reproduced and used where indicated. If you would like to save paper, these worksheets are easily transferrable to a flip chart paper format, instead of having individual worksheets.

5 We recommend these additional materials for all workshops: Laptop with projector, for PowerPoint slides Quick Reference Sheets for students to take home Timer or watch (separate from your laptop) Masking tape Blank paper Maximizing Your Training Power We have just one more thing for you before you get started. Our company is built for trainers, by trainers, so we thought we would share some of our tips with you, to help you create an engaging, unforgettable experience for your participants. Make it customized. By tailoring each course to your participants, you will find that your results will increase a thousand-fold. o o o Use examples, case studies, and stories that are relevant to the group. Identify whether your participants are strangers or whether they work together. Tailor your approach appropriately. Different people learn in different ways, so use different types of activities to balance it all out. (For example, some people learn by reading, while others learn by talking about it, while still others need a hands-on approach. For more information, we suggest Experiential Learning by David Kolb.) Make it fun and interactive. Most people do not enjoy sitting and listening to someone else talk for hours at a time. Make use of the tips in this book and your own experience to keep your participants engaged. Mix up the activities to include individual work, small group work, large group discussions, and mini-lectures. Make it relevant. Participants are much more receptive to learning if they understand why they are learning it and how they can apply it in their daily lives. Most importantly, they want to know how it will benefit them and make their lives easier. Take every opportunity to tie what you are teaching back to real life. Keep an open mind. Many trainers find that they learn something each time they teach a workshop. If you go into a training session with that attitude, you will find that there can be an amazing two-way flow of information between the trainer and trainees. Enjoy it, learn from it, and make the most of it in your workshops. And now, time for the training!

6 Icebreakers Each course is provided with a wide range of interactive Icebreakers. The trainer can utilize an Icebreaker to help facilitate the beginning of the course, as it helps break the ice with the participants. If the participants are new to each other, an icebreaker is a great way to introduce everyone to each other. If the participants all know each other it can still help loosen up the room and begin the training session on positive note. Below you will see one of the icebreakers that can be utilized from the Icebreakers folder.

7 Icebreaker: Friends Indeed Purpose Have the participants moving around and help to make introductions to each other. Materials Required Name card for each person Markers Preparation Have participants fill out their name card. Then, ask participants to stand in a circle, shoulder to shoulder. They should place their name card at their feet. Then they can take a step back. You as the facilitator should take the place in the center of the circle. Activity Explain that there is one less place than people in the group, as you are in the middle and will be participating. You will call out a statement that applies to you, and anyone to whom that statement applies must find another place in the circle. Examples: Friends who have cats at home Friends who are wearing blue Friends who don t like ice cream The odd person out must stand in the center and make a statement. The rules: You cannot move immediately to your left or right, or back to your place. Let s be adults: no kicking, punching, body-checking, etc. Play a few rounds until everyone has had a chance to move around.

8 Training Manual Sample On the following pages is a sample module from our Training Manual. Each of our courses contains twelve modules with three to five lessons per module. It is in the same format and contains the same material as the Instructor Guide, which is then shown after the Training Manual sample, but does not contain the Lesson Plans box which assists the trainer during facilitation. The Training Manual can be easily updated, edited, or customized to add your business name and company logo or that of your clients. It provides each participant with a copy of the material where they can follow along with the instructor.

9 Life is like an onion: you peel it off one layer at a time, and sometimes you weep. Carl Sandburg Sample Module: Layers (I) This module introduces you to using layers in Visio. You ll get an overview of layers, as well as learn how to create, remove, and rename layers. You ll also learn how to set layer properties. This module also explains how to control shape placement.

10 Understanding Layers Layers are like have a drawing with multiple transparencies sitting on top of it. Each transparency shows a different aspect of the drawing. Using this concept, you can view or work with different layers at different times. Or you can view all of the layers together. Imagine that you are drawing an office layout. You could place the walls, doors, and windows on one layer. The electrical outlets could be on a separate layer. Then put the furniture on a third layer. You could lock the other two layers while you work with the shapes in the electrical system. That will keep you from accidentally moving the walls or furniture.

11 The Layer Properties Dialog Box Show the participants the Layer Properties dialog box. 1. Select Layer from the Editing group on the Home tab of the Ribbon. 2. Select Layer Properties from the Layers drop down list to open the Layer Properties dialog box.

12 Working with Existing Layers Show the participants how to select shapes by layer. Use the following procedure. 1. Choose the Select tool from the Home tab of the Ribbon. Choose Select by Type. 2. In the Select by Type dialog box, select the Layer option. 3. Check one or more boxes to indicate which layers shapes you want to select. Only the layers that are currently displayed are available. 4. Select OK. Visio shows the selected shapes on the currently displayed layers.

13 Hiding or Showing a Layer Show the participants how to hide a layer. Use the following procedure. 1. Open the Layer Properties dialog box. 2. Clear the Visible check box for any layer that you want to hide. 3. Select OK. 4. When you want to show the layers again, return to the Layer Properties dialog box and select the Visible checkbox next to the layers that you want to show.

14 Activating a Layer Show the participants how to activate a layer. Use the following procedure. 1. Open the Layer Properties dialog box. 2. Check the Active box next to any layers that you want to make active.

15 Sample Module: Review Questions 1. If a shape is not assigned to a layer, it is automatically added to the active layer. If more than one layer is active, the shape will be added to what? a) It will produce an error and not be added b) All active layers c) The top layer d) The bottom layer 2. What group under the Home Tab will give you access to open the Layer Properties Dialog box? a) Shape b) Tools c) Arrange d) Editing 3. To open Layer Properties select Layer from the menu. a) Editing b) Tools c) Review d) Properties 4. On the Layer Properties dialog box you only have four levels of transparency which are 100%, 66%, 33%, and 0%. a) True b) False

16 Instructor Guide Sample On the following pages is a sample module from our Instructor Guide. It provides the instructor with a copy of the material and a Lesson Plans box. Each Instructor Guide and Training Manual mirrors each other in terms of the content. They differ in that the Instructor Guide is customized towards the trainer, and Training Manual is customized for the participant. The key benefit for the trainer is the Lesson Plan box. It provides a standardized set of tools to assist the instructor train that particular lesson. The Lesson Plan box gives an estimated time to complete the lesson, any materials that are needed for the lesson, recommended activities, and additional points to assist in delivering the lessons such as Stories to Share and Delivery Tips.

17 Life is like an onion: you peel it off one layer at a time, and sometimes you weep. Carl Sandburg Sample Module: Layers (I) This module introduces you to using layers in Visio. You ll get an overview of layers, as well as learn how to create, remove, and rename layers. You ll also learn how to set layer properties. This module also explains how to control shape placement.

18 Understanding Layers Estimated Time 5 minutes Topic Objective To understand how layers work in Visio Topic Summary Materials Required A layer is simply a named category of shapes. The shapes assigned to a particular layer can be viewed, printed, colored, and locked separate from the other layers. You can also control other properties separately for each layer. A drawing on a sheet of paper with several transparencies showing additional parts of the drawing (optional) Recommended Activity Discuss how layers are used in Visio Stories to Share Each page on the drawing can have different sets of layers. So when you add a new layer, it only applies to the current page. New pages do not inherit layers from other pages. When you copy a shape assigned to a layer from one page to another, the layer is also copied or the shape is added to the layer if the layer has the same name. Layers are a great tool to help organize complex drawings. Delivery Tips If a shape is not assigned to a layer, it is automatically added to the active layer. You can have more than one active layer at a time. If more than one layer is active, the shape will be added to all of the active layers. Review Questions How are layers used in Visio 2007? Layers are like have a drawing with multiple transparencies sitting on top of it. Each transparency shows a different aspect of the drawing. Using this concept, you can view or work with different layers at different times. Or you can view all of the layers together. Imagine that you are drawing an office layout. You could place the walls, doors, and windows on one layer. The electrical outlets could be on a separate layer. Then put the furniture on a third layer. You could lock the other two layers while you work with the shapes in the electrical system. That will keep you from accidentally moving the walls or furniture.

19 The Layer Properties Dialog Box Estimated Time 5 minutes Topic Objective To learn about Layer Properties in Visio Topic Summary Materials Required Recommended Activity Review Questions The Layer Properties dialog box allows you to control whether layers are visible and whether layers are active. You can lock specific layers against editing and have shapes snap and glue to other shapes by layer. Visio 2010, Layers sample.vsd Have the participants open the Layer Properties dialog box and investigate the options. What properties does the Layer Properties dialog box control?

20 Show the participants the Layer Properties dialog box. 1. Select Layer from the Editing group on the Home tab of the Ribbon. 2. Select Layer Properties from the Layers drop down list to open the Layer Properties dialog box.

21 Working with Existing Layers Estimated Time Topic Objective Topic Summary Materials Required Recommended Activity 5 minutes To learn how to select the shapes in a layer in an existing drawing. Perhaps you have inherited an old drawing. It can be difficult to tell which layer a shape belongs on, especially if shapes are assigned to multiple layers. While you ll learn about hiding or showing layers and other techniques later in this module and the next module, simply selecting the shapes by layer is a basic technique that can help you work with existing layers. Visio 2010, Layers sample.vsd Have the participants select shapes by layer. Shapes in a template are already assigned to a layer. However, the layer does not get used until you use that shape. Stories to Share Remember that a layer is not used until a shape assigned to that layer is on the drawing. Shapes can belong to multiple layers at one time. Review Questions How can you find out which layer a shape belongs with?

22 Show the participants how to select shapes by layer. Use the following procedure. 1. Choose the Select tool from the Home tab of the Ribbon. Choose Select by Type. 2. In the Select by Type dialog box, select the Layer option. 3. Check one or more boxes to indicate which layers shapes you want to select. Only the layers that are currently displayed are available. 4. Select OK. Visio shows the selected shapes on the currently displayed layers.

23 Hiding or Showing a Layer Estimated Time 5 minutes Topic Objective To learn how to hide or show a layer in Visio Topic Summary Materials Required Recommended Activity Review Questions One of the great reasons for using layers is to help organize a complex drawing. You may want to view or work with certain aspects of your drawing at one time. You can hide the other layers to simplify the drawing. The other layer shapes are preserved. Visio 2010, The drawing from the previous topic Have the participants practice hiding and showing layers in the sample drawing. How do you hide a layer? What happens to layers that aren t shown while you are working with the layers that are shown? Show the participants how to hide a layer. Use the following procedure. 1. Open the Layer Properties dialog box. 2. Clear the Visible check box for any layer that you want to hide. 3. Select OK. 4. When you want to show the layers again, return to the Layer Properties dialog box and select the Visible checkbox next to the layers that you want to show.

24 Activating a Layer Estimated Time 5 minutes Topic Objective To learn how to make a layer active in Visio Topic Summary Materials Required Recommended Activity Stories to Share Review Questions When you place shapes on the drawing, those shapes are automatically assigned to the active layer, as well as any layers associated with that type of shape. You can make a layer active to quickly assign shapes to it. Visio 2010, The drawing from the previous topic Have the participants practice activating a layer. Have the participants practice adding shapes to the drawing and investigate the layers for those shapes. You can designate multiple active layers. When you add shapes to the drawing, they are assigned to all of the active layers. If a layer is locked against editing, you can activate the layer. How do you make a layer active? What happens to shapes added to the drawing when you have activated a layer? Show the participants how to activate a layer. Use the following procedure. 1. Open the Layer Properties dialog box. 2. Check the Active box next to any layers that you want to make active.

25 Sample Module: Review Questions 1. If a shape is not assigned to a layer, it is automatically added to the active layer. If more than one layer is active, the shape will be added to what? a) It will produce an error and not be added b) All active layers c) The top layer d) The bottom layer 2. What group under the Home Tab will give you access to open the Layer Properties Dialog box? a) Shape b) Tools c) Arrange d) Editing 3. To open Layer Properties select Layer from the menu. a) Editing b) Tools c) Review d) Properties 4. On the Layer Properties dialog box you only have four levels of transparency which are 100%, 66%, 33%, and 0%. a) True b) False

26 Quick Reference Sheets Below is an example of our Quick reference Sheets. They are used to provide the participants with a quick way to reference the material after the course has been completed. They can be customized by the trainer to provide the material deemed the most important. They are a way the participants can look back and reference the material at a later date. They are also very useful as a take-away from the workshop when branded. When a participant leaves with a Quick Reference Sheet it provides a great way to promote future business.

27 Visio 2010 Advanced Understanding Visio Definitions Drawing The drawing contains all of the elements that come together to help others visualize your idea. A drawing can contain multiple pages. It stores the stencils used on those pages. Pages are just like pages in any other application. Drawings can contain multiple pages. Layers work together to make up a page. We ll talk in more details about layers later in the course. For now, just remember that each page can have multiple layers, and different pages of a drawing can have different sets of layers. Shapes are the objects in your drawing, whether one dimensional (lines) or two dimensional. Stencils are containers for your shapes. Stencils don t do anything except store related shapes for easy access. You can have multiple stencils that you use in a drawing, including stencils you create. Templates are the Visio starter drawings that include common stencils and shapes needed for that kind of drawing. They may also include layers to help you organize your drawing. Understanding Layers Layers are like have a drawing with multiple transparencies sitting on top of it. Each transparency shows a different aspect of the drawing. Using this concept, you can view or work with different layers at different times. Or you can view all of the layers together. Imagine that you are drawing an office layout. You could place the walls, doors, and windows on one layer. The electrical outlets could be on a separate layer. Then put the furniture on a third layer. Creating Layers 1. Open the Layer Properties dialog box. 2. Select New. 3. Enter a name for your layer and select OK. 4. Select OK in the Layer Properties dialog box. Corporate Training Materials,

28 Certificate of Completion Every course comes with a Certificate of Completion where the participants can be recognized for completing the course. It provides a record of their attendance and to be recognized for their participation in the workshop.

29 CERTIFICATE OF COMPLETION [Name] Has mastered the course Visio 2010 Advanced Awarded this day of, 20 Presenter Name and Title

30 PowerPoint Sample Below you will find the PowerPoint sample. The slides are based on and created from the Training Manual. PowerPoint slides are a great tool to use during the facilitation of the material; they help to focus on the important points of information presented during the training.

31

32

33

34

35 Full Course Table of Contents Preface... 5 What is Courseware?... 5 How Do I Customize My Course?... 5 Materials Required... 7 Maximizing Your Training Power... 7 Module One: Getting Started... 9 Housekeeping Items... 9 The Parking Lot Workshop Objectives Pre-Assignment Review Action Plans and Evaluations Module Two: Exploring Advanced Diagrams (I) Understanding Visio Definitions Creating Calendars Creating Maps Flowcharts Creating Organization Charts Using Perspective Module Two: Review Questions Module Three: Exploring Advanced Diagrams (II) Network Diagrams Marketing Diagrams Create Work Flow Diagrams Create Fishbone (Cause and Effect) Diagrams Project Management Diagrams... 44

36 Gantt Charts PERT Charts Module Three: Review Questions Module Four: Working with Stencils and Shapes Creating Custom Stencils Adding Shapes to the Stencil Saving the Stencil Controlling Shape Placement Module Four: Review Questions Module Five: Advanced Custom Shape Design Using Quick Shapes Creating New Shapes Revising Existing Shapes Locking and Protecting Shapes Module Five: Review Questions Module Six: Layers (I) Understanding Layers The Layer Properties Dialog Box Working with Existing Layers Hiding or Showing a Layer Activating a Layer Module Six: Review Questions Module Seven: Layers (II) Creating Layers Renaming and Removing Layers Assigning Shapes to Layers... 95

37 Assigning Color to a Layer Protecting a Layer from Changes Printing Only the Layers You Want Module Seven: Review Questions Module Eight: Multi-Page Drawings Adding Pages to a Drawing Arranging Pages Working with Background Pages Hyperlinking Between Pages Module Eight: Review Questions Module Nine: Creating Technical Layouts Drawing with Precision Setting a Drawing Scale Working with Building Plan Layouts Module Nine: Review Questions Module Ten: Working with Data Graphics About Data Graphics Using the Data Selector Wizard Applying Data Graphics Editing Data Graphics Data Graphic Legends Module Ten: Review Questions Module Eleven: The ShapeSheet Viewing the ShapeSheet Modifying ShapeSheet Data Using a Formula in the ShapeSheet

38 Module Eleven: Review Questions Module Twelve: Wrapping Up Words from the Wise Parking Lot Action Plans and Evaluations