Budget Planning for Training

October 3rd, 2011 - by Angela

budget-planningLike many organizations who have a fiscal year end in December, you may already be planning your budget for 2012. Or, you may be planning to plan your budget.  Since I have a brain for planning, I am usually thinking about 10 steps ahead down the road at all times.  I know many of you who plan budgets each year have to be the same way.  For corporations to get a budget in place, you have to start early.  If you are in that position, I thought it would be good to help you think about ways to get the training you need incorporated into that financial plan for 2012.

To provide a successful training program for you organization, you need to know what on-going and remedial needs you have.  Talk to your colleagues.  Find out what would help them be more efficient and effective in their work.    You can do this using a formal survey, sending an informal email, or even just by walking around.  Make sure you refer back to feedback from this year’s training sessions. 

After you determine your general needs, be sure that you take into account new technology that will be implemented within your corporation in the next couple of years.  You may need a “new features” training session for new software upgrades (like Microsoft Office 2010, for example).  If you need help during this process, give me a call so that we can help you determine what training options are available for the software that you are using.  Here is a link to our page about our training services for you to see some of the options available to you: www.versitas.com/training-services.php .

When lining out your training requests for the budget, make sure to include the training/trainer costs, supplies, snacks/refreshments, and any other associated costs/fees.  You will need to be flexible and figure out where you can compromise on your plan due to financial restraints.  Look at outsourcing versus in-house training.  Sometimes it takes more time/effort to create an in-house program when there is already someone with the expertise you need outside your group.  Other times, you already have what you need for a portion of your training to be done within your organization. 

No matter what you choose for your training program, make sure you are looking for what will best serve everyone at your organization.  It might be easy to just keep doing what you have been doing.  If that is helping everyone be successful, then you are on the right road.  If not, then you will definitely want to re-examine and adjust.  Again, if I can help, just let me know!

More Cool Tips for Windows 7

September 28th, 2011 - by Angela

rabbit-hatMost Windows students that I work with use computers that are 2-5 years old.  If this is the case for you at work or at home, you may experience memory problems that can cause random reboot and/or computer freezes. If you think your computer may be experiencing memory problems, you could find out for sure using the Memory Diagnostic Tool provided with Windows 7.

To run the diagnostic tool: Click Start, type “mdsched” in the search box.  Then, click “mdsched” in the upper part of the Start menu. This action pops up the Windows Memory Diagnostic dialog box. Save your work and close any open program. Then click on Restart now and check for problems. The computer restarts. Windows Memory Diagnostics runs automatically and performs a standard memory test that lets you know if the memory is out of order.

Another question that I get in class sometimes is about how to restore previous folders that were open during the user’s last session.  You can have Windows open all of the folders (in Windows Explorer) that were open right before you shut down or logged off the computer.  Click Start and then click Computer. Press and release the Alt key which will bring up the menu. Next, choose the Tools menu and launch the Folder Options. After selecting the View tab in the Folder Options dialog box, move to the bottom of the Advanced Settings list box. Select the Restore previous folder windows at logon and confirm by clicking OK. When you restart your computer or session, any open folders will be displayed as in the previous session.

This final tip is not to be used for the new/novice Windows 7 user.  It is called “God mode”.  You can use it to access all of the Windows 7 features/settings in a single dialog box. To do this, right-click on the desktop, point to New and choose Folder. Type the following and press Enter: GodMode.{ED7BA470-8E54-465E-825C-99712043E01C} The folder’s icon will change instantly. Double-click on it and you will find the numerous shortcuts available. Some things you can change are: AutoPlay settings, your default programs, and Display color calibration. Enjoy discovering all kinds of commands and settings changes you can make in God Mode.

Have fun!

Helpful and Fun Windows 7 Tips

September 20th, 2011 - by Angela

excel-magic-tipsAfter using Windows 7 for a year or so, I feel like I am beginning to find out more of the “fun” features.  By “fun” I mean in a techno-nerdy trainer way.  I love finding new tips and tricks to make Windows 7 more functional and easy to use.  Some of these tips could be classified in beginner/novice, while others are more advanced.  I decided to include some of these tips in this post and in the next one to add to your Windows 7 repertoire. 

One of the things I teach beginning Windows students is how to move and copy files.  However, I usually encounter a few students who avoid the drag and drop.  If you are one of these, then you will like this tip.  It is how to add a “Move to folder” option in the right click menu for your files.

Click Start, type regedit and click regedit at the top of the Start menu. (This opens the Registry editor.  Be very careful in there!) Next choose Expand HKEY_CLASSES_ROOT, AllFilesystemObjects then Shellex. Right click on ContextMenuHandlers, point to New and click Key. Type Move to Folder then press Enter. In the right pane, right-click on Default and select Modify. Type {C2FBB631-2971-11D1-A18C-00C04FD75D13} in the Value data textbox, and confirm by clicking OK. Close the Registry Editor window. Now when you right-click on a file in Windows Explorer, the Move to Folder command is available.

One thing I always encourage my students to do when they purchase a computer and when they make big updates is to create a restore point. Making a change in the registry, installing an unofficial device driver or modifying any other part of the computer can cause malfunctions in Windows.  It is best to create a restore point. If the computer becomes unstable due to the change, you can return to its previous state using the restore point you just created.

Click Start, type restore in the Search text box and click Create a restore point at the top of the Start menu. The System Properties dialog box appears. Select the System Protection tab. Click Create, choose a name for the restore point, and click Create. A moment later, a dialog box informs you that the restore point was created. You can then safely make your change.

If you make a change in the Registry or install something that destabilized the system and you made a restore point (instructions given above), you can restore the lost stability in a few mouse clicks. Click Start, type recovery in the Search text box and click on System Restore. This action pops up the System Restore dialog box. Click Next. Select the restore point you want to use, click Next and then Finish. Now, you just have to wait until the restoration is complete.

Check back next week for more Windows 7 tips and tricks!

A Few Excel Tips

September 12th, 2011 - by Angela

excel-tipsSince the number one application that I do training on is Excel, I thought I would include some tips on Excel in this post.  Most of the training requests that I get are for Excel Intermediate or Advanced.  Over the years, it seems that there are a few features that have come in handy several times, either for myself or in helping others in a training class. I hope you are able to use these tips, too!

 For those of you who use the database features in Excel, leading zeros may present a problem. For example, say you are entering names and addresses.  In the Zip Code field there may be a zip code beginning with a zero (05678). When you key in 05678 and press enter, Excel will not display the leading zero. Excel will display the number as 5678.

One way to correct the problem is to create a custom number format for all the cells in which you might be entering numbers beginning with a zero. To create a custom number format, first select all of the cells in which you will be entering numbers that might begin with a zero. Right click on that selection and choose Format Cells. On the Number tab, choose Custom under Category.

In the Type field, clear any displayed information (General, for instance) and enter a zero for every digit - including zeros - you want to show in the selected cell or cells. For example, if you wanted to enter 05678 you would enter 00000 in the Type field. Then all you need to do is click OK-a very simple solution to a one of those frustrating Excel situations!

Another tip to use within Excel’s database element (in the 2007 and 2010 versions) is the Excel table feature.  You can use the Table feature to help you calculate, format and sort data quickly. If you have ever needed to make an Excel spreadsheet look good in a hurry, then you will love the table feature.

To give your spreadsheet data a more professional appearance, start by selecting the data range and clicking on the Insert tab.  (NOTE: It will not work if you have blank rows between your column headings and your actual data.) Click the Table icon from the Table group to determine your range and click OK.  Next, select from one of the pre-designed table styles.  Click the “Total” check mark in the Table Styles option group and then scroll to the last row in the table.  If you click the drop-down arrow to the right of the column(s) you want summarized, you can then choose to Average, Count, Sum, etc. To sort the data on a specific column, you can click the down arrow at the top of that column and choose the sort option you would like.

Another question that I have dealt with recently was related to conversions between different measurements.  In the process of helping someone from another country, I had to figure out some exchanges between our American standard of measure and the Metric system.  Since I do not have all of those conversions memorized, I was able to use Excel to help out. If you have ever had to convert miles to kilometers, inches to centimeters, or Fahrenheit degrees to Celsius degrees then Excel can help you, too.

For Excel 2007/2010 users, click the Office Button in 2007 (or File tab in 2010) > Click Excel Options button > Click Add-Ins on the left > Click on Analysis ToolPak from list >    Make sure Excel Add-Ins is selected in the Manage box > Click Go.  Click to put a check mark in the box next to Analysis ToolPak and then click OK to return to your worksheet.

For Excel 2003 (or earlier) users, Go to the Tools menu > Select Add-Ins > Select the Analysis ToolPak check box > Click OK.

Then, you can use the Excel functions to do the conversions.  For example, if you want to convert 2 1/2 pounds to kilograms, use the following Excel function: =CONVERT(2.5, “lbm”, “kg”) Your answer should be 1.133981. To find the kilogram equivalent of 1 pound, just replace 2.5 in the formula with 1.0, which should yield a result of 0.453592.  For a complete list of measurement unit conversions available in Excel, visit the following Microsoft web site: http://office.microsoft.com/en-us/excel/HP100623111033.aspx

Hope you are able to excel with Excel using these tips!

Useful Word Tips

September 7th, 2011 - by Angela

word-tipsEvery once in a while, I go back and look over my tips and tricks file for different applications.  This month, I reviewed the file for Word.  I use Microsoft Word almost every day, so I think reviewing over the shortcuts, tips and tricks at least once a year is definitely worth the time investment.  I know I cannot remember everything, so a refresher course on Word is extremely helpful!  I thought I would share a couple of the ones that the students in my Word classes really like including turning off the Automatic Word Lists and shortcuts to adding lines.

One of the most frustrating experiences in Word can be when you type 1 at the beginning of a sentence, press the Enter key which takes you to the next line and the number 2 automatically appears. Word’s insistence on automatically creating a list if a number or symbol is typed at the beginning of a sentence can be annoying.  As you may have noticed, Word automatically makes changes once it senses a pattern in your list.  This auto-formatted text can become tedious to change when you want to begin a sentence with a number or bullet point without beginning a new list.  Here is a simple solution.

If you wish to turn off Auto Formatting in Word 2007, click the Office button (if using Word 2010, click the File tab), Word Options, and Proofing; click the AutoCorrect Options button; select the AutoFormat As You Type button; remove the checkmarks from the Automatic Bulleted Lists and Automatic Numbered Lists, click OK, and click OK again. If you are using Word 2003, click the Tools menu, select AutoCorrect Options, choose the AutoFormat As You Type tab; remove the checkmarks from the Automatic Bulleted Lists and Automatic Numbered Lists, and click Apply.

The feature can easily be turned back on if needed by following the steps above and clicking to replace the checkmarks that were removed. No more automatic lists in Word!

Have you ever wanted to quickly insert a line below the text that you just typed in Microsoft Word? There is a simple way to do this without using the borders feature. Follow these steps:

Key the line of text in Word

Press Enter

Key three hyphens

Press Enter

A line appears below the text! For a double line, follow the steps above but key three equal signs instead of three hyphens. For a bold line, follow the steps above but key three underscores (Shift + hyphen) instead of three hyphens. For a dotted line, follow the steps above but key three asterisks (Shift + 8)  instead of three hyphens. It is that easy!!

Enjoy these tips and remember to review them regularly so that you do not forget them!

Celebrate your Achievements

August 29th, 2011 - by Angela

achievementMy post last week was the end of my second year of Versitas blog posts.  In most ways the time has flown by but in other ways it feels like I have been writing for longer than two years.  Either way, I enjoy celebrating milestones, so have decided to do a post on how to celebrate your achievements (or enjoy the journey). 

I think that in many projects that we undertake in business and in life, that we do not take the time to celebrate along the way.  Many times in my life I have not felt that it was okay to enjoy the process, but could only be happy when the entire item was crossed off of my to-do list.  If you do not recognize the steps along the way but only have a huge blowout party at the end, then I think you are missing out.  It might make you, or the people that you are working with, frustrated because their achievements are not acknowledged. Not only are you overlooking some great work by yourself or team members but you might be reducing morale and motivation to push along to the end.

When you pick the right milestones to celebrate, you can foster team cohesion and get your team (or yourself) into a better mind-set for the push to the next milestone. I am a fan of charts and diagrams that can help you or your workgroup monitor your progress.  I am in a personal weight loss/get healthy/reduce stress journey that is a slow process but very necessary to get healthier.  I think of getting and staying healthy as a life-long process, so I will not ever check this project off of my to-do list.  Because of that, I need to create rewards for myself along the way that contribute to my health and motivate me to achieve more.  Keeping a chart of my loss and overall health goals has definitely helped in that aspect.

Many of us know what motivates us to work on a goal.  But, what are some ways for you to acknowledge other people’s efforts?  The easiest way is to ask them.  Find out what they feel is a realistic reward for different levels of achievement.  If you do not get a good response, you can always fall back on the regulars:  food, time to have fun, and tangible rewards.  Food and time tend to be a good pair, even if it is just a snack and a half an hour away from your regular workday. Some tangible rewards could be actual certificates or awards, gift cards/certificates, or other objects. As a trainer, I always suggest giving team members the chance to have one-on-one training to be able to give them the tools to achieve.

Whatever you choose to do to celebrate, remember not to celebrate too often.  It can make the milestones feel meaningless.  Most importantly, enjoy the process and motivate yourself and others along the way!!

Beware of Time Wasters!

August 22nd, 2011 - by Angela

wasting-time1In the last blog, we looked at three time wasters that many of us experience on the job.  This week, I thought we would look at a three more.  I realize that these may not be new to you, but it can be a good refresher.  I know that I fall prey to some of these, too!

Time Waster - Poorly Written Communications.  You may not think of this as a time waster, but it can actually cause big problems/issues that can potentially take up a great deal of time.  Specifically, I am thinking about written messages (in the form of letters, emails, etc.) that can be confusing or vague.  If you are working with customers or clients and do not provide all the necessary details, you could have numerous calls and emails flooding your (or someone else’s) voice and email inboxes.  This can lead to unhappy employees, customers, and even lost business opportunities.  If you know that you need some help in this area, consider a Business English type of training session.  Just contact me and I will be happy to set up a customized desk-side session for you.

Time Waster - Personal Communications during Business Hours.  I know that we all try our best to stay completely on task while we are “on the clock”.  However, inevitably, we have to receive a personal call or we get tempted to check Facebook or other social networking site during our business hours.  Because of the issue of social networking, many businesses have set up strict rules regarding this practice.  You will want to check your organization’s policies on this to ensure that you are complying.  With personal calls, you should get pertinent information as quickly as possible and return the call during lunch or after office hours.  This is especially critical if you happen to be in a front-line position where others can overhear your conversations.  Nothing is more frustrating that waiting on someone to finish a personal call to be able to check-in at a place of business.

Time Waster - Waiting Until the Last Minute.  Sometimes waiting until the last minute cannot be prevented because you are waiting on someone else.  However, whenever it is within your power, you do not want to rush a project and end up with a poor quality result.  If you do this often enough, you will build resentment in your team or with coworkers/supervisors that are depending on you. Even just having a current “to-do” list can help. You will see items getting checked off, which will motivate you.  Another way to help with this issue for a large project is to use Microsoft Project or other project planning software.  It will help you adjust for delays and see possible conflicts ahead of time.  If you need help learning Microsoft Project, or if I can help in any way just let me know!

Time is Money

August 10th, 2011 - by Angela

time-wasterWe have all heard the saying, “time is money and money is time.”  But, have we really put that into practice in our work lives? It seems that our time at work is so precious and fleeting.  The increased competition both internally and externally in our organizations can put pressure to need to put in more and more time every day.  But, is that really good for our sanity and our personal lives?

I thought that it might be good to identify some areas of time wasters and to try to turn those into time savers with a few helpful tips.  Here are a few that hopefully can help you (and me) to manage to put more productivity into our limited work time.

Time Waster - Poor Planning.  You can miss important details and deadlines when you fail to plan ahead.  Taking the time to plan can actually help save time in the long run.  Take advantage of the electronic calendars on your computer and/or smart phone. Make sure you think through the standard journalistic questions of “who, what, when, and how” to help you plan for key personnel and elements that you need for your task.

Time Waster - Messy, Cluttered Desk.  If you have an unorganized work area, you may lose important information or waste too much time looking for that precious piece of paper or file.  You may not receive requests or other communications because you simply have overlooked it.  This goes for your computer’s desktop, too.  Make good use of the great filing supplies and software to keep files in an orderly and efficient manner.  Review, archive, and delete items from time to time, too.  Most critical is learning to handle a file (in electronic or paper form) only once.

Time Waster - Lack of Use of Technology Tools.  When we are not using the software out there to its full potential, we are wasting some time.  We could also have errors in our data and not even know it.  Consider investing three hours in a training class on Word, Excel, or Outlook to use those applications to their fullest.  By mastering the software, you could significantly cut down on the time you spend formatting or working within one of those applications.

Are you managing your time or is your time managing you?  Check back next week for three more time saving tips!

What are you really trying to say?

July 26th, 2011 - by Angela

communicatingLately, I have been burning the midnight oil trying to get all of my summer project to-do list completed.  I completely underestimated how long each task would take because I had not correctly figured how much my two year old son would be “helping” me.  I thought that he might play some on his own, but he really, really wants to help Mommy on all of her tasks.  Since I know that he is working so hard to want to really be my assistant, I have not discouraged him from being my helper. 

So, I have been working late many nights, leading to a very tired Mommy. Some days I have had a hard time trying to put a complete sentence together.  As I stumbled over words in a conversation the other day with my friend, who by vocation is a freelance writer, she mentioned an article that she wrote that I should read.  She said I would think it was interesting since I had apologized for messing up my words when I ended up saying something completely different than what I meant.   

That comment took us off into a different direction as we discussed how easy it is to even just emphasize different words in a sentence to make it mean something different in the English language.  Since so many of use email, chat, etc. to communicate, it can be so easy to say something that you do not mean depending on how the receiver places an emphasis on your words.  Here is an example from my friend.  I have put the word that should be emphasized in brackets so that you could see how the sentence changes.  

[I] didn’t steal that car.

I [didn't] steal that car.

I didn’t [steal] that car.

I didn’t steal [that] car.

I didn’t steal that [car].

If you really read them carefully, you will see that they all have a different meaning because of the emphasis you put on different words.  Her example made me realize how important it was to be overly clear in my text communications with business and personal contacts.  This would be even more important if you work with people who do not have English as their first language. 

What a mess we can create simply by using the incorrect word or a cliche that is not understood by the receiver of the text or email.  I know that I will be working extra hard to make sure I communicate the proper meaning. 

I will also be working on getting more sleep!

Software Training Therapy Session

July 18th, 2011 - by Angela

therapy-session-2Today, I was privileged to do training for two really great women.  I am always a little nervous before I meet a new client.  I want to make sure I do a good job.  Because of this, I am anxious to find out if I am going to be able to help the new client and answer all of their questions. 

I honestly do not know why I am nervous.  My husband now laughs at my anxiety because he says it is unfounded.  He reminds me that every time I talk to him after a session, I always say that it went well and that we had a great time.

Today’s training was no different.  I was nervous before meeting them.  Then, I had bad directions from the online map that I had printed out. (I learned today to never trust these directions near the downtown part of a city that is in constant construction.)  I usually arrive a little bit early to make sure and help get everything set up.  Today, I made it right in the nick of time because I had to drive around in circles trying to find the client’s location.  Instead of getting there with time to spare, I showed feeling frustrated, frazzled, and very stressed out, even though I did not let on that I felt that way.  I must give kudos to the receptionist who stayed on the phone to expertly guide me through the construction to their beautiful offices.

After helping the client finish the room setup, I got to chat with the ladies for a couple of minutes. We had already talked ahead of time and had the general elements that they were looking for in the 3 hour session.  So, we just talked for a few minutes to see if they had come up with additional items.  Once we got going and started digging in to Excel, the women got very excited.  They were so enthusiastic about what they were learning, especially over some hints and tips that I showed them. 

Their zeal rubbed off on me and really made the stress and anxiety disappear. The 3 hours passed by quickly because we were enjoying what we were doing.  When I called my husband to tell him I was coming home, he asked about the training session.  I told him about how the training actually helped me to reduce my stress and anxiety.  Both of the participants in the training had said that they really enjoyed the training, too.  He said that training was “therapy” for all of us today. 

I am looking forward to going back for more therapy with these two women.  I loved being around their very contagious passion for learning! If you are interested in some technology training “therapy”, just call or email me and set up a session.