How To Use A Whiteboard In A Word Processor On A Computer Or Computer With A White Board In A Whiteboards In A Powerpoint Program

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1 Lync 365 Essentials 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: Collaborating on a Whiteboard... 9 Instructor Guide Sample Sample Module: Collaborating on a Whiteboard Quick Reference Sheets Certificate of Completion PowerPoint Sample Full Course Table of Contents... 31

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 To effectively communicate, we must realize that we are all different in the way we perceive the world and use this understanding as a guide to our communication with others. Anthony Robbins Sample Module: Collaborating on a Whiteboard This module introduces the Whiteboard, where you can collaborate on ideas with a variety of tools to support the brainstorming process. You ll learn how to open and add content to a whiteboard. You ll also learn how to edit, format, and delete a whiteboard. This module also explains how to view a whiteboard privately, close it, or delete it.

10 Opening a Whiteboard To open a whiteboard, use the following procedure. 1. In the meeting window, select Share. 2. Select New Whiteboard. A blank whiteboard opens on the meeting stage on everyone s screen.

11 Working with Whiteboard Content To add content to the whiteboard, use the following procedure. 1. You can click anywhere and start typing to add text to a whiteboard. You can also use the Select and Type tool. If so, you can select a font and size from the drop down lists before you start typing. You can also select a text color. You can also paste text from another application. 2. Select the Line tool to change the tool. You can select a line or another shape from the drop down list. drawing. Then you can draw lines or other shapes. You can select a color before you start 3. Select the Pen tool to change the tool. You can select a pen color or highlighter. Then you can start writing or drawing freehand. 4. Select the Arrow Stamp tool to change the tool. You can select an arrow, a check mark, or an X from the drop down list. Then you can click on the whiteboard to add the selected icon. 5. Select the Insert Image tool if you want to add an image. Then you can navigate to the image you want to use. You can resize an image by dragging the triangle in its lower right corner. Pointer allows you to point to content without making changes, such as for a discussion. Select and Type allow you to type or to select an object in order to move it, format it, or delete it. Line allows you to draw lines or other shapes. Color allows you to select a color for text or other types of objects. Pen allows you to draw or write in freehand. Arrow and Stamp allows you to insert an arrow or other icon. Additional Tools allows you to undo and redo your work and other options. To rename the whiteboard, use the following procedure. 1. Select the down arrow at the top of the meeting stage. Select the arrow next to the whiteboard. 2. Select Rename. 3. Enter a new name for the whiteboard. To save the whiteboard, use the following procedure. 1. Select the Save button from the toolbar. 2. Enter a file name and location. 3. Select Save.

12 Viewing a Whiteboard Privately To view a whiteboard privately, use the following procedure. 1. Select Share and Show Stage if the stage is currently hidden. 2. Select Content List. 3. Select the arrow next to the whiteboard you want to view. 4. Select View privately.

13 Closing a Whiteboard To close the whiteboard, use the following procedure. 1. In the upper-right corner of the stage, select Stop Sharing. The whiteboard closes, but remains available for use later during the meeting. 2. If you want to reopen the whiteboard, select Content List. 3. Select the whiteboard you want to share, or select Recent Content, and then select the whiteboard. To delete a whiteboard, use the following procedure. 1. Select Content List. 2. Select the arrow next to the whiteboard. 3. Select Remove.

14 Sample Module: Review Questions 1. Any meeting attendee can open a whiteboard. a) True b) False 2. How many people can use a whiteboard tool at one time? a) One b) Two c) All attendees d) None of the above 3. Name the use for three whiteboard tools. 4. Why would you want to rename a whiteboard? 5. You can save a whiteboard. a) True b) False 6. You can only view whiteboards privately after the meeting has ended. a) True b) False 7. What is the difference between closing a whiteboard and deleting it?

15 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.

16 To effectively communicate, we must realize that we are all different in the way we perceive the world and use this understanding as a guide to our communication with others. Anthony Robbins Sample Module: Collaborating on a Whiteboard This module introduces the Whiteboard, where you can collaborate on ideas with a variety of tools to support the brainstorming process. You ll learn how to open and add content to a whiteboard. You ll also learn how to edit, format, and delete a whiteboard. This module also explains how to view a whiteboard privately, close it, or delete it.

17 Opening a Whiteboard Estimated Time Topic Objective Topic Summary Materials Required Recommended Activity 5 minutes To learn how to open a whiteboard in Lync Online. A meeting presenter can open a whiteboard to use as part of the meeting. Once open, all meeting participants can work on the whiteboard, whether they are presenters or attendees. Connection to server running Lync Online Computer with Lync Online installed A meeting in progress Have the participants open a whiteboard. Show the participants how to open a whiteboard. Use the following procedure. 1. In the meeting window, select Share. 2. Select New Whiteboard. A blank whiteboard opens on the meeting stage on everyone s screen.

18 Working with Whiteboard Content Estimated Time Topic Objective Topic Summary Materials Required Recommended Activity Stories to Share 15 minutes To learn how to add, edit, format, and delete whiteboard content in Lync Online. The tools at the bottom of the whiteboard will help you add content. You can add text, shapes, freehand drawings, or images. You can also move content, change its color, and undo and redo your work. There is a way to determine who added or changed content in the whiteboard, as well as point to content to discuss it. You can delete content. You can rename and save the whiteboard. Connection to server running Lync Online Computer with Lync Online installed A meeting in progress A whiteboard, from the previous topic Have the participants practice adding content to the whiteboard. Have the participants practice editing the content. Discuss the additional tools available for whiteboards. Have the participants practice saving the whiteboard. Several meeting participants can work on the whiteboard at the same time. However, each tool can be used only by one person at a time.

19 Show the participants how to add content to the whiteboard. Use the following procedure. 1. You can click anywhere and start typing to add text to a whiteboard. You can also use the Select and Type tool. If so, you can select a font and size from the drop down lists before you start typing. You can also select a text color. You can also paste text from another application. 2. Select the Line tool to change the tool. You can select a line or another shape from the drop down list. drawing. Then you can draw lines or other shapes. You can select a color before you start 3. Select the Pen tool to change the tool. You can select a pen color or highlighter. Then you can start writing or drawing freehand. 4. Select the Arrow Stamp tool to change the tool. You can select an arrow, a check mark, or an X from the drop down list. Then you can click on the whiteboard to add the selected icon. 5. Select the Insert Image tool if you want to add an image. Then you can navigate to the image you want to use. You can resize an image by dragging the triangle in its lower right corner. Pointer allows you to point to content without making changes, such as for a discussion. Select and Type allow you to type or to select an object in order to move it, format it, or delete it. Line allows you to draw lines or other shapes. Color allows you to select a color for text or other types of objects. Pen allows you to draw or write in freehand. Arrow and Stamp allows you to insert an arrow or other icon. Additional Tools allows you to undo and redo your work (not other meeting participants) and other options. Show the participants how to rename the whiteboard. Use the following procedure. 1. Select the down arrow at the top of the meeting stage. Select the arrow next to the whiteboard. 2. Select Rename. 3. Enter a new name for the whiteboard. Show the participants how to save the whiteboard. Use the following procedure. 1. Select the Save button from the toolbar. 2. Enter a file name and location. 3. Select Save.

20 Viewing a Whiteboard Privately Estimated Time Topic Objective Topic Summary Materials Required Recommended Activity 5 minutes To learn how view a whiteboard privately. You can refer to a closed whiteboard without sharing it with the other attendees. Connection to server running Lync Online Computer with Lync Online installed A meeting in progress A whiteboard, from the previous topic Have the participants practice viewing a whiteboard privately. Show the participants how to view a whiteboard privately. Use the following procedure. 1. Select Share and Show Stage if the stage is currently hidden. 2. Select Content List. 3. Select the arrow next to the whiteboard you want to view. 4. Select View privately.

21 Closing a Whiteboard Estimated Time Topic Objective Topic Summary Materials Required Recommended Activity 5 minutes To learn how to close a whiteboard. You can close a whiteboard that you want to use again later. You can also permanently delete a whiteboard. Connection to server running Lync Online Computer with Lync Online installed A meeting in progress A whiteboard, from the previous topic Have the participants practice closing the whiteboard. Have the participants practice deleting a whiteboard. Show the participants how to close the whiteboard. Use the following procedure. 1. In the upper-right corner of the stage, select Stop Sharing. The whiteboard closes, but remains available for use later during the meeting. 2. If you want to reopen the whiteboard, select Content List. 3. Select the whiteboard you want to share, or select Recent Content, and then select the whiteboard. Show the participants how to delete a whiteboard. Use the following procedure. 1. Select Content List. 2. Select the arrow next to the whiteboard. 3. Select Remove.

22 Sample Module: Review Questions 1. Any meeting attendee can open a whiteboard. a) True b) False (only the presenter can open it, but any attendee can work on it) 2. How many people can use a whiteboard tool at one time? a) One b) Two c) All attendees d) None of the above 3. Name the use for three whiteboard tools. (Select and Type, Line, Pen, Arrow and Stamp, Color, Save) 4. Why would you want to rename a whiteboard? (You can have several whiteboards open during a meeting, so it might be a good idea to rename them so you can keep track of which is which). 5. You can save a whiteboard. a) True b) False 6. You can only view whiteboards privately after the meeting has ended. a) True b) False 7. What is the difference between closing a whiteboard and deleting it? (If you close it, you can reopen it later during the meeting.)

23 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.

24 Lync 365 Essentials Signing In to Lync To sign in to Lync Online, use the following procedure. 1. Make sure that you are connected to your organization s network. 2. Open the Start menu. Select All Programs. 3. Select Microsoft Lync. Select Microsoft Lync Online. 4. Enter your sign-in name (typically your business address, such as someone@company.com). 5. Select Sign In. Building Your Contacts List To add a contact to the Contacts List, use the following procedure. 1. Search for a person using the Search procedure in the previous topic. 2. In the Search Results, select the + sign next to the person s name. 3. Select All Contacts from the context menu. Sending an Instant Message to a Group To send an instant message to a group, use the following procedure. 1. Open the group contact card in the Contacts list by pointing to the group name. 2. Select the IM button. 3. An IM message input area opens in the lower left corner. The cursor is flashing. 4. Type a message in the message input area. 5. Press ENTER to send the message to the selected group. 6. Lync displays a message indicating that another person is typing in response. 7. Type more in the message area as needed and press ENTER to send each message. Corporate Training Materials,

25 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.

26 CERTIFICATE OF COMPLETION [Name] Has mastered the course Lync 365 Essentials Awarded this day of, 20 Presenter Name and Title

27 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.

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31 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: Welcome to Office Signing In to Lync Setting Up Lync to Start Automatically Adding a Picture Signing Out Module Two: Review Questions Module Three: Working with Contacts Searching for People Building Your Contacts List Adding a Contact Tagging or Pinning a Contact Creating Groups Organizing Contacts Module Three: Review Questions... 28

32 Module Four: Working with Presence Indicators About Presence Indicators Changing Status Hiding Activity Feed Changing or Hiding Location Understanding Privacy Relationships Working with Privacy Settings Module Four: Review Questions Module Five: Working with Instant Messaging Sending an Instant Message Sending an Instant Message to a Group Accepting or Ignoring an Instant Message Inviting Another Contact to an Instant Message Conversation Using Emoticons and Formatting Ending a Conversation Module Five: Review Questions Module Six: Working with Online Meetings Starting an Unscheduled Meeting Scheduling a Meeting Changing Access and Presenter Options Joining a Meeting Organizer and Presenter Best Practices Module Six: Review Questions Module Seven: Working with the Lync Online Web Scheduler Scheduling a Meeting or Call Sending Invitations... 55

33 Customizing Roles Joining a Meeting Viewing or Editing Meetings Deleting a Meeting Module Seven: Review Questions Module Eight: Working with PowerPoint Presentations Working with PowerPoint Presentations Controlling Permissions Changing Presenters Making Annotations Saving a Copy of the Annotated File Module Eight: Review Questions Module Nine: Sharing Your Desktop or a Program Sharing Your Desktop Choosing an Open Program to Share Stopping Sharing Changing Control When Sharing Stopping People from Sharing Requesting Control Module Nine: Review Questions Module Ten: Collaborating on a Whiteboard Opening a Whiteboard Working with Whiteboard Content Viewing a Whiteboard Privately Closing a Whiteboard Module Ten: Review Questions... 79

34 Module Eleven: Using Audio and Video Making a Lync Call Making a Video Call Answering or Declining a Call Setting Your Ringtones and Sound Options Making a Conference Call Setting Options Module Eleven: Review Questions Module Twelve: Wrapping Up Words from the Wise Review of the Parking Lot Completion of Action Plans and Evaluations... 89