Microsoft Office Essentials for Charities, Nonprofits, and Churches

*Course is not free, please use the Contact us page for pricing.
 
This course focuses on helping charities, nonprofits, and churches use Microsoft Office tools to manage operations, improve communication, and support their missions, with a clear path to certification.
 
Day 1: Microsoft Office Basics for Mission-Driven Work
Module 1: Introduction to Microsoft Office and Its Applications (1 hour)
Overview of Microsoft Office and its importance for nonprofit work
Key Office applications: Word, Excel, PowerPoint, and Outlook
How Microsoft Office 365’s cloud features support collaboration and remote work
Module 2: Microsoft Word for Nonprofits and Churches (1.5 hours)
Creating professional documents: newsletters, reports, and grant proposals
Formatting tools for creating event flyers, donation forms, and letters to donors
Using templates and styles to save time on recurring communications
Collaborative editing: how teams can work on documents together in real-time
Module 3: Microsoft Excel for Donor and Volunteer Management (2 hours)
Basic spreadsheet functions and formulas for tracking donations and budgets
Creating and managing donor and volunteer lists
Generating reports on fundraising progress and volunteer hours
Using charts and graphs to visually present data to stakeholders
Module 4: Microsoft PowerPoint for Presenting Your Mission (1.5 hours)
Designing impactful presentations for fundraising events, board meetings, and church services
Best practices for creating engaging slideshows with visuals and storytelling
Incorporating multimedia (videos, images, etc.) to highlight your organization’s impact
Using slide transitions and animations effectively without overwhelming your audience
Module 5: Microsoft Outlook for Efficient Communication (1 hour)
Managing emails, calendars, and contacts to stay connected with donors, volunteers, and staff
Setting up email groups for different segments (e.g., congregation members, donors)
Scheduling events and meetings using shared calendars
Using tasks and reminders to stay on top of important communications
Day 1 Recap & Q&A (30 minutes)
 
Day 2: Advanced Microsoft Office Tools and Certification
Module 6: Microsoft OneDrive and Collaboration Tools (1.5 hours)
Introduction to OneDrive for file storage and sharing
Collaborating in real-time with remote staff and volunteers
Setting up shared folders for teams and organizing files securely
How OneDrive integrates with Word, Excel, and PowerPoint for seamless collaboration
Module 7: Microsoft Teams for Nonprofits (1.5 hours)
Overview of Microsoft Teams for communication and collaboration
Setting up channels for teams, projects, or events
Hosting virtual meetings, webinars, and volunteer coordination sessions
Integrating Microsoft Office apps within Teams for streamlined project management
Module 8: Microsoft Forms and Data Collection (1.5 hours)
Creating online surveys and forms to gather feedback from donors, volunteers, or event attendees
Using Forms for event registration, volunteer sign-ups, and donor feedback
Analyzing form responses in Excel for better decision-making
Automating form responses and follow-up communications with Outlook
Module 9: Microsoft Publisher for Creating Print and Digital Materials (1.5 hours)
Designing newsletters, brochures, and event invitations using Microsoft Publisher
Best practices for creating print materials that reflect your organization’s mission
Exporting and sharing digital versions of materials for email campaigns or social media
Using templates and design tips for consistency and professionalism
Module 10: Certification Preparation and Review (1 hour)
Recap of key Microsoft Office tools and best practices for nonprofits and churches
Study guide for certification exam, including practical scenarios
Review exercises (e.g., creating donor reports in Excel, designing event invitations in Publisher)
 
Certification Path
Final Exam (1 hour)
A comprehensive exam covering Word, Excel, PowerPoint, Outlook, and more
Practical scenarios include creating reports, designing presentations, and managing donor lists
Questions assess real-world applications of Microsoft Office in nonprofit and church contexts
Certification Award
Participants who score 80% or higher on the final exam will receive a certificate of completion.
Certification signifies proficiency in using Microsoft Office tools to support the goals of charities, nonprofits, and churches.
 
Prerequisites:
No prior experience with Microsoft Office required. The course is designed to support all skill levels, with a focus on practical applications for nonprofit work.
 
*Course is not free, please use the Contact us page for pricing.