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About This Course

Learn How to be Able to Keep a Close Eye on the Health of Your Business - 10 Courses in this Bundle

  1. Basic Bookkeeping

  2. Budget and Financial Reports

  3. Business Writing

  4. Excel 365 Essentials

  5. Administrative Office Procedures

  6. Archiving and Records Management

  7. Time Management

  8. Goal Setting & Getting Things Done

  9. Organizational Skills

  10. Word 365 Essentials

1. Basic Bookkeeping: Understand and Implement Basic Bookkeeping Principles

Whether working in someone else’s business or your own business it’s important to understand financial matters. Understanding bookkeeping basics may be the key to keeping your fiscal matters running smoothly and efficiently

Basic Bookkeeping Courses are the short and sweet answer to your problems. From accounts receivable to accounts payable, from loans to payments, this short course covers everything you’ll need to know.

More importantly, the bookkeeping course is essential and practical, providing an effective outline and practical tools to help you manage key financial matters.

By the end of this Basic Bookkeeping online Short Course, you will be able to:

  • Understand basic accounting terminology
  • Identify the differences between the cash and accrual accounting methods
  • Keep track of your business by becoming familiar with accounts payable and accounts receivable
  • Use a journal and general ledger to document business financials
  • Utilize the balance sheet
  • Identify different types of financial statements
  • Uncover the reasons for and actually create a budget
  • Be familiar with internal and external auditing

2. 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

3. 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

4. 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

5. Administrative Office Procedures: Learn How Administrative Office Procedure Helps to Demonstrate Professionalism and Efficiency in an Organization

Administrative office procedures may not be glamorous, but they are essential to the success of any enterprise. A well run office reduces miscommunications and helps to eliminate common errors. By making the administrative office a priority, you will establish clear policies and procedures with employee understanding and buy-in, which ensures that your work environment runs smoothly.

With our Administrative Office Procedures Online Course, you will understand how an Administrative Office Procedure binder demonstrates professionalism and efficiency in an organization or office setting. It is also a marvelous instrument for quick reference and utilization.Strategies and procedures are a vital connection between the company's vision and its everyday operations.

By the end of this Administrative Office Procedures Online Short Course, you will be able to:

  • Organize a binder
  • Develop procedures
  • Prepare checklists
  • Understand succession planning
  • Collect the correct tools

Course Fast Facts:

  • Learn Efficiency Enhancing Administrative Office Prodcedures
  • Comprehensive 12 module certificate
  • Study along with simple instructions & demonstrations
  • Written and developed by industry experts.
  • Only 6 to 8 hours of study is required
  • Unlimited, lifetime access to online course
  • Delivered 100% on-line and accessible 24/7 from any computer or smartphone
  • You can study from home or at work, at your own pace, in your own time
  • Download printer friendly course content
  • Certificate (IAOTS Accredited)

6. 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

7. 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.

8. Goal Setting & Getting Things Done: Become a Productivity Pro & Blaze Through Your To-Do Lists

Goal Setting is one of the most basic and essential skills someone can develop. We touch on goal characteristics, time management, and what to do when setbacks occur. This course will provide the knowledge and skills you need to complete more tasks, and get things done.

Our Goal Setting and Getting Things Done course will cover strategies to help you deal with distractions and overcome procrastination. These skills will translate into increased satisfaction in your professional and personal life. You will learn the Goal Setting characteristics of successful people and in turn will become happier and more productive.

By the end of this Goal Setting online short course, you will be able to:

  • Overcome procrastination
  • Manage time effectively
  • Accomplish important tasks
  • Self-motivate
  • Create SMART goals

9. Organizational Skills: Achieve Your Goals By Being Organized and Productive

Good organizational skills can prove beneficial in many areas of life, including personal and business areas.

Organization skills can increase a person’s general productivity, project management, and can even affect his or her memory and retention skills. These skills are not acquired overnight – it will take a lot of hard work and practice. But with a little guidance and the right tools, anyone can learn how to stop hunting for missing things and become better organized with our Organizational Skills Online Short Course.

By the end of this Organizational Skills Online Short Course, you will be able to:

  • Examine current habits and routines that are not organized
  • Learn to prioritize your time schedule and daily tasks
  • Determine ways of storing information and supplies
  • Learn to organize personal and work space
  • Learn to resist procrastination
  • Make plans to stay organized in the future

10. Word 365 Essentials: Learn to use Office 365 Word

Office 365 Word Web App Essentials course, you can access your documents anywhere, and make some basic changes without using a computer where your desktop Office applications are installed.

With Office 365 Word you will learn how to edit, share, and publish Word files using the Office 365 interface. 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 Word 365 Essentials Online Short Courses, you will be able to:

  • Open and close documents in reading or editing view
  • Understand the Office 365 web interface, including the home page, the team site, and the shared documents list
  • Understand the Word 365 browser interface
  • Upload a document to the Shared Documents library 
  • Open a document in Reading View or Editing View
  • Page through documents
  • Zoom to a different view
  • Open the pop out
  • Open in Editing View
  • Type, select, and edit text
  • Understand the Word web app interface
  • Use cut, copy, and paste
  • Undo and redo tasks
  • Format fonts and paragraphs with a variety of features
  • Use bullets and numbering
  • Insert and work with tables
  • Insert links
  • Insert and work with pictures
  • Insert clip art

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.

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Units of Study

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

Ultimate Bookkeeping Bundle And Organizational Skills Bundle, 10 Courses includes the following courses, below is a summary of each course: 

Course 1 - Basic Bookkeeping

Module One - Introduction

Module Two - Basic Terminology (Part 1)

  • Balance Sheet
  • Assets
  • Liabilities
  • Equity
  • Income Statement
  • Revenue
  • Cost of Goods Sold
  • Expenses
  • Accounting Period

Module Three - Basic Terminology (Part 2)

  • Accounts Receivable
  • Accounts Payable
  • Depreciation
  • General Ledger
  • Interest
  • Inventory
  • Journals
  • Payroll
  • Trail Balance

Module Four - Accounting Methods

  • Cash Method
  • Accrual Method
  • Differences between Cash and Accrual

Module Five - Keeping Track of you Business

  • Accounts Payable
  • Account Receivable
  • The Journal
  • The General Ledger
  • Cash Management

Module Six - Understanding the Balance Sheet

  • The Accounting Equation
  • Double-Entry Accounting
  • Types of Assets
  • Types of Liabilities
  • Equity

Module Seven - Other Financial Statements

  • Income Statement
  • Cash Flow Statement
  • Capital Statement
  • Budget vs Actual

Module Eight - Payroll Accounting / Terminology

  • Gross Wages
  • Net Wages
  • Employee Tax Withholding's
  • Employer Tax Expenses
  • Salary Deferrals
  • Employee Payroll
  • Employee Benefits
  • Tracking Accrued Leave
  • Government Payroll Returns / Reports

Module Nine - End of Period Procedures

  • Depreciating your Assets
  • Reconciling Cash
  • Reconciling Investments
  • Working with the Trial Balance
  • Bad Debt
  • Posting Adjustments and Corrections

Module Ten - Financial Planning, Budgeting and Control

  • Reasons for Budgeting
  • Creating a Budget
  • Comparing Budget to Actual Expenses

Module Eleven - Auditing

  • What is an Audit?
  • When and Why would you Audit?
  • Internal
  • External

Module Twelve - Wrapping Up

Course 2 - 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 3 - Business 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 4 - 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 5 - Administrative Office Procedures

Module One: Getting Started

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

  • Organize a binder
  • Develop procedures
  • Prepare checklists
  • Understand succession planning
  • Collect the correct tools

Module Two: Why Your Office Needs Adminstrative Procedures

  • Business Continuity
  • Succession Planning
  • Internal and External Audit Requirements
  • Recovery Planning

Module Three: Gathering the Right Tools

  • Binder
  • Section Divider
  • Sheet Protectors
  • Cover to Cover Binders

Module Four: Identiyfing Procedures to Include

  • Tracking Tasks for Some Days
  • Reach Out to Other Employees for Feedback/Ideas
  • Write Down Daily Tasks
  • Keep Track Using a Spreadsheet

Module Five: Top Five Procedures to Record

  • Use a Template to Stay Consistent from Track to Track
  • Be as Detailed as Possible
  • Use Bullet Points Instead of Paragraphs
  • Ask Someone to Execute the Procedure

Module Six: What to Include in Your Binder (I)

  • Phone Etiquette
  • Business Writing
  • Effective Time Management
  • Creating Meeting Arrangements

Module Seven: What to Include in Your Binder (II)

  • Policy on Absences
  • Breaks
  • Salaries
  • Benefits

Module Eight: Organizing Your Binder

  • Create a Table of Contents
  • List Each Section (e.g. Accounting)
  • List Procedures in that Section
  • Keep Binder Updated with any New Changes

Module Nine: What Not to Include in the Procedure Guide

  • Passwords
  • Identify Other Confidential Information Via Your Employer
  • Store Information in a Separate Folder Outside of the Guide
  • Find a Secure Location to Store

Module Ten: Share Office Procedure Guide

  • Give Guide to Boss/Executive to Review
  • Inform Office Personnel of Procedure Guide
  • Place Guide in a Visible Area
  • Allow Office Personnel to Express Improvements/Updates if Needed

Module Eleven: Successfully Executing the Guide

  • Create a One Hour Meeting/Seminar for Employees
  • Stay Consistent with Procedures
  • Make Employees Aware of any Updated Changes
  • Keep Open to Improvements

Module Twelve: Wrapping Up

Course 6 - 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 7 - 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 8 - Goal Setting & Getting Things Done

Module One - Getting Started

Module Two - Overcoming Procrastination (Part 1)

  • Eat that frog
  • Just do it
  • The 15 minute rule
  • Chop it up

Module Three - Overcoming Procrastination (Part 2)

  • Remove distractions
  • Start small and build
  • Reward yourself
  • Set realistic deadlines

Module Four - Four P's of Goal Setting

  • They need to be positive
  • They need to be personal
  • They need to be possible
  • They need to be prioritised

Module Five - Improving Motivation

  • Remember peak moments
  • Write down your goals
  • Use gamification
  • Track your progress

Module Six - Wise Time Management

  • Urgent/important matrix
  • The 80/20 rule
  • Utilise a calendar
  • Create a ritual

Module Seven - Tips for Completing Tasks

  • One minute rule
  • Five minute rule
  • Break up large tasks
  • Utilise technology

Module Eight - Increase your Productivity

  • Repeat what works
  • Get faster
  • Remove "should" from your dictionary
  • Build on your successes

Module Nine - "To Do"List Characteristics

  • Focus on the important
  • Chunk, Block, Tackle
  • Make it a habit
  • Plan ahead

Module Ten - Smart Goals

  • Specific
  • Measurable
  • Attainable
  • Realistic
  • Timely

Module Eleven - Mistakes will Happen

  • Accept it
  • Bouncing back
  • Adapt and learn from them
  • If needed, ask for help

Module Twelve - Wrapping Up

Course 9 - Organizational Skills

Module One - Getting Started

Module Two - Remove the Clutter

  • Just do it
  • You dont have to keep everything
  • Three boxes: Keep, donate and trash
  • A place for everything and everything in it's place

Module Three - Prioritize

  • Write it down
  • Urgent / Important Matrix
  • Divide tasks
  • 80/20 rule

Module Four - Scheduling Your Time

  • Have a master calendar
  • Setting deadlines
  • Remove or limit the time wasters
  • Coping with things outside of your control

Module Five - To Do Lists

  • Use a day planner
  • Finish what you start
  • Focus on the important
  • Do quick tasks immediately

Module Six - Paper and Paperless Storage

  • Find a system that works for you
  • Make it consistent
  • Make it time sensitive
  • Setting up archives

Module Seven - Organization in Your Work Area

  • Keeping items within arm's reach
  • Only have current projects on your desk
  • Arranging your drawers
  • Organize to match your workflow

Module Eight - Tools to Fight Procrastination

  • Eat that Frog!
  • Remove distractions
  • Give yourself a reward
  • Break up large tasks

Module Nine - Organizing Your Inbox

  • Setting delivery rules
  • Folder and message hierachy
  • Deal with email right away
  • Flag and highlight important items

Module Ten - Avoid the Causes of Disorganisation

  • Keeping everything
  • Not being consistent
  • Not following a schedule
  • Bad habits

Module Eleven - Discipline is the Key to Stay Organised

  • Stay within your systems
  • Learn to say No
  • Have organisiation be part of your life
  • Plan for tomorrow, today

Module Twelve - Wrapping Up

Course 10 - Word 365 Essentials

Module One: Getting Started

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

  • Open and close documents in reading or editing view
  • Understand the Office 365 web interface, including the home page, the team site, and the shared documents list
  • Understand the Word 365 browser interface
  • Upload a document to the Shared Documents library 
  • Open a document in Reading View or Editing View
  • Page through documents
  • Zoom to a different view
  • Open the pop out
  • Open in Editing View
  • Type, select, and edit text
  • Understand the Word web app interface
  • Use cut, copy, and paste
  • Undo and redo tasks
  • Format fonts and paragraphs with a variety of features
  • Use bullets and numbering
  • Insert and work with tables
  • Insert links
  • Insert and work with pictures
  • Insert clip art

Module Two: Welcome to Office 365 Web Apps 

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

Module Three: Viewing Web App Documents (I) 

  • Opening a Document
  • Overview of the Reading View
  • Paging Through Documents
  • Printing From the Reading View
  • Finding Text in Your Document
  • Closing Documents

Module Four: Viewing Web App Documents (II)

  • Zooming in your Document
  • Using the Pop Out
  • Editing in Browser
  • About Converting Documents
  • Opening in Word

Module Five: Editing in the Browser 

  • A New File
  • Saving Files
  • The Word Web App Interface
  • Typing Text
  • Selecting Text with the Mouse or Keyboard
  • Editing and Deleting Text

Module Six: Basic Editing Tasks

  • Using Cut, Copy, and Paste
  • Using Undo and Redo
  • Checking Your Spelling
  • Setting the Proofing Language
  • Printing from the Editing View
  • Accessing the Reading View

Module Seven: Font Formatting 

  • Understanding Levels of Formatting
  • Changing Font Face and Size
  • Changing the Font Color
  • Adding Font Enhancements
  • Highlighting Text

Module Eight: Formatting Paragraphs 

  • Setting the Alignment
  • Using Indents and Tabs
  • Adding Bullets and Numbering
  • Text Direction

Module Nine: Working with Styles 

  • About Styles
  • Quick Styles versus the Style Gallery
  • Applying a Style
  • Clearing Formatting

Module Ten: The Insert Tools (I) 

  • Inserting a Table
  • Adding Text to a Table
  • Inserting Links

Module Eleven: The Insert Tools (II) 

  • Inserting Pictures
  • Inserting Clip Art
  • Working with Pictures

Module Twelve: Wrapping Up

Requirements

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 laterModern and up to date Browser (Internet Explorer 8 or later, Firefox, Chrome, Safari)

MAC/iOS

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

All systems

Internet bandwidth of 1Mb or fasterFlash 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

Requirements

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.


Device requirements:

Students will need access to a computer/any device and the internet.

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1.  Who are Courses For Success?

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with 5 courses, since then we have grown to over 10,000 online courses.

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Online learning is easy, if not easier than a traditional academic situation.
By studying an online course, the usual boundaries caused by location and time constraints are eliminated, meaning you are free to study where and when you want at your own pace.

Of course, you will need to be able to self-manage your time and be organized, but with our help, you’ll soon find yourself settling into a comfortable rhythm of study.

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don't need to be a computer expert to succeed with our online training,
but you should be comfortable typing, using the internet and be capable
of using common software (such as Microsoft word).

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The majority of our courses have unlimited lifetime access, meaning you can access this course whenever you want.

Please also check the course summary, as a small selection of courses have limited access.

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Course duration, is listed under Course Summary

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All the required material for your course is included in the online system, you do not need to buy anything else.

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Yes, all our courses are interactive.

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you will be required to complete a multiple-choice test online at the
end of your course, you can do this test as many times as you require.

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Looking for specific training for yourself or employees. Choose from our Course Bundles below or build you own Bundle, by adding more courses to your cart. Choose different courses or the same course for multiple staff members and receive volume discounts at checkout.

Course Bundles

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Ultimate Bookkeeping Online Bundle, 10 Certificate Courses

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Course Summary

  • Delivery: Online
  • Access: Unlimited Lifetime
  • Time: Study at your own pace
  • Duration: 6 to 8 hours per course
  • Assessments: Yes
  • Qualification: Certificate
About This Course

Learn How to be Able to Keep a Close Eye on the Health of Your Business - 10 Courses in this Bundle

  1. Basic Bookkeeping

  2. Budget and Financial Reports

  3. Business Writing

  4. Excel 365 Essentials

  5. Administrative Office Procedures

  6. Archiving and Records Management

  7. Time Management

  8. Goal Setting & Getting Things Done

  9. Organizational Skills

  10. Word 365 Essentials

1. Basic Bookkeeping: Understand and Implement Basic Bookkeeping Principles

Whether working in someone else’s business or your own business it’s important to understand financial matters. Understanding bookkeeping basics may be the key to keeping your fiscal matters running smoothly and efficiently

Basic Bookkeeping Courses are the short and sweet answer to your problems. From accounts receivable to accounts payable, from loans to payments, this short course covers everything you’ll need to know.

More importantly, the bookkeeping course is essential and practical, providing an effective outline and practical tools to help you manage key financial matters.

By the end of this Basic Bookkeeping online Short Course, you will be able to:

  • Understand basic accounting terminology
  • Identify the differences between the cash and accrual accounting methods
  • Keep track of your business by becoming familiar with accounts payable and accounts receivable
  • Use a journal and general ledger to document business financials
  • Utilize the balance sheet
  • Identify different types of financial statements
  • Uncover the reasons for and actually create a budget
  • Be familiar with internal and external auditing

2. 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

3. 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

4. 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

5. Administrative Office Procedures: Learn How Administrative Office Procedure Helps to Demonstrate Professionalism and Efficiency in an Organization

Administrative office procedures may not be glamorous, but they are essential to the success of any enterprise. A well run office reduces miscommunications and helps to eliminate common errors. By making the administrative office a priority, you will establish clear policies and procedures with employee understanding and buy-in, which ensures that your work environment runs smoothly.

With our Administrative Office Procedures Online Course, you will understand how an Administrative Office Procedure binder demonstrates professionalism and efficiency in an organization or office setting. It is also a marvelous instrument for quick reference and utilization.Strategies and procedures are a vital connection between the company's vision and its everyday operations.

By the end of this Administrative Office Procedures Online Short Course, you will be able to:

  • Organize a binder
  • Develop procedures
  • Prepare checklists
  • Understand succession planning
  • Collect the correct tools

Course Fast Facts:

  • Learn Efficiency Enhancing Administrative Office Prodcedures
  • Comprehensive 12 module certificate
  • Study along with simple instructions & demonstrations
  • Written and developed by industry experts.
  • Only 6 to 8 hours of study is required
  • Unlimited, lifetime access to online course
  • Delivered 100% on-line and accessible 24/7 from any computer or smartphone
  • You can study from home or at work, at your own pace, in your own time
  • Download printer friendly course content
  • Certificate (IAOTS Accredited)

6. 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

7. 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.

8. Goal Setting & Getting Things Done: Become a Productivity Pro & Blaze Through Your To-Do Lists

Goal Setting is one of the most basic and essential skills someone can develop. We touch on goal characteristics, time management, and what to do when setbacks occur. This course will provide the knowledge and skills you need to complete more tasks, and get things done.

Our Goal Setting and Getting Things Done course will cover strategies to help you deal with distractions and overcome procrastination. These skills will translate into increased satisfaction in your professional and personal life. You will learn the Goal Setting characteristics of successful people and in turn will become happier and more productive.

By the end of this Goal Setting online short course, you will be able to:

  • Overcome procrastination
  • Manage time effectively
  • Accomplish important tasks
  • Self-motivate
  • Create SMART goals

9. Organizational Skills: Achieve Your Goals By Being Organized and Productive

Good organizational skills can prove beneficial in many areas of life, including personal and business areas.

Organization skills can increase a person’s general productivity, project management, and can even affect his or her memory and retention skills. These skills are not acquired overnight – it will take a lot of hard work and practice. But with a little guidance and the right tools, anyone can learn how to stop hunting for missing things and become better organized with our Organizational Skills Online Short Course.

By the end of this Organizational Skills Online Short Course, you will be able to:

  • Examine current habits and routines that are not organized
  • Learn to prioritize your time schedule and daily tasks
  • Determine ways of storing information and supplies
  • Learn to organize personal and work space
  • Learn to resist procrastination
  • Make plans to stay organized in the future

10. Word 365 Essentials: Learn to use Office 365 Word

Office 365 Word Web App Essentials course, you can access your documents anywhere, and make some basic changes without using a computer where your desktop Office applications are installed.

With Office 365 Word you will learn how to edit, share, and publish Word files using the Office 365 interface. 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 Word 365 Essentials Online Short Courses, you will be able to:

  • Open and close documents in reading or editing view
  • Understand the Office 365 web interface, including the home page, the team site, and the shared documents list
  • Understand the Word 365 browser interface
  • Upload a document to the Shared Documents library 
  • Open a document in Reading View or Editing View
  • Page through documents
  • Zoom to a different view
  • Open the pop out
  • Open in Editing View
  • Type, select, and edit text
  • Understand the Word web app interface
  • Use cut, copy, and paste
  • Undo and redo tasks
  • Format fonts and paragraphs with a variety of features
  • Use bullets and numbering
  • Insert and work with tables
  • Insert links
  • Insert and work with pictures
  • Insert clip art

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.

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Units of Study

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

Ultimate Bookkeeping Bundle And Organizational Skills Bundle, 10 Courses includes the following courses, below is a summary of each course: 

Course 1 - Basic Bookkeeping

Module One - Introduction

Module Two - Basic Terminology (Part 1)

  • Balance Sheet
  • Assets
  • Liabilities
  • Equity
  • Income Statement
  • Revenue
  • Cost of Goods Sold
  • Expenses
  • Accounting Period

Module Three - Basic Terminology (Part 2)

  • Accounts Receivable
  • Accounts Payable
  • Depreciation
  • General Ledger
  • Interest
  • Inventory
  • Journals
  • Payroll
  • Trail Balance

Module Four - Accounting Methods

  • Cash Method
  • Accrual Method
  • Differences between Cash and Accrual

Module Five - Keeping Track of you Business

  • Accounts Payable
  • Account Receivable
  • The Journal
  • The General Ledger
  • Cash Management

Module Six - Understanding the Balance Sheet

  • The Accounting Equation
  • Double-Entry Accounting
  • Types of Assets
  • Types of Liabilities
  • Equity

Module Seven - Other Financial Statements

  • Income Statement
  • Cash Flow Statement
  • Capital Statement
  • Budget vs Actual

Module Eight - Payroll Accounting / Terminology

  • Gross Wages
  • Net Wages
  • Employee Tax Withholding's
  • Employer Tax Expenses
  • Salary Deferrals
  • Employee Payroll
  • Employee Benefits
  • Tracking Accrued Leave
  • Government Payroll Returns / Reports

Module Nine - End of Period Procedures

  • Depreciating your Assets
  • Reconciling Cash
  • Reconciling Investments
  • Working with the Trial Balance
  • Bad Debt
  • Posting Adjustments and Corrections

Module Ten - Financial Planning, Budgeting and Control

  • Reasons for Budgeting
  • Creating a Budget
  • Comparing Budget to Actual Expenses

Module Eleven - Auditing

  • What is an Audit?
  • When and Why would you Audit?
  • Internal
  • External

Module Twelve - Wrapping Up

Course 2 - 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 3 - Business 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 4 - 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 5 - Administrative Office Procedures

Module One: Getting Started

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

  • Organize a binder
  • Develop procedures
  • Prepare checklists
  • Understand succession planning
  • Collect the correct tools

Module Two: Why Your Office Needs Adminstrative Procedures

  • Business Continuity
  • Succession Planning
  • Internal and External Audit Requirements
  • Recovery Planning

Module Three: Gathering the Right Tools

  • Binder
  • Section Divider
  • Sheet Protectors
  • Cover to Cover Binders

Module Four: Identiyfing Procedures to Include

  • Tracking Tasks for Some Days
  • Reach Out to Other Employees for Feedback/Ideas
  • Write Down Daily Tasks
  • Keep Track Using a Spreadsheet

Module Five: Top Five Procedures to Record

  • Use a Template to Stay Consistent from Track to Track
  • Be as Detailed as Possible
  • Use Bullet Points Instead of Paragraphs
  • Ask Someone to Execute the Procedure

Module Six: What to Include in Your Binder (I)

  • Phone Etiquette
  • Business Writing
  • Effective Time Management
  • Creating Meeting Arrangements

Module Seven: What to Include in Your Binder (II)

  • Policy on Absences
  • Breaks
  • Salaries
  • Benefits

Module Eight: Organizing Your Binder

  • Create a Table of Contents
  • List Each Section (e.g. Accounting)
  • List Procedures in that Section
  • Keep Binder Updated with any New Changes

Module Nine: What Not to Include in the Procedure Guide

  • Passwords
  • Identify Other Confidential Information Via Your Employer
  • Store Information in a Separate Folder Outside of the Guide
  • Find a Secure Location to Store

Module Ten: Share Office Procedure Guide

  • Give Guide to Boss/Executive to Review
  • Inform Office Personnel of Procedure Guide
  • Place Guide in a Visible Area
  • Allow Office Personnel to Express Improvements/Updates if Needed

Module Eleven: Successfully Executing the Guide

  • Create a One Hour Meeting/Seminar for Employees
  • Stay Consistent with Procedures
  • Make Employees Aware of any Updated Changes
  • Keep Open to Improvements

Module Twelve: Wrapping Up

Course 6 - 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 7 - 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 8 - Goal Setting & Getting Things Done

Module One - Getting Started

Module Two - Overcoming Procrastination (Part 1)

  • Eat that frog
  • Just do it
  • The 15 minute rule
  • Chop it up

Module Three - Overcoming Procrastination (Part 2)

  • Remove distractions
  • Start small and build
  • Reward yourself
  • Set realistic deadlines

Module Four - Four P's of Goal Setting

  • They need to be positive
  • They need to be personal
  • They need to be possible
  • They need to be prioritised

Module Five - Improving Motivation

  • Remember peak moments
  • Write down your goals
  • Use gamification
  • Track your progress

Module Six - Wise Time Management

  • Urgent/important matrix
  • The 80/20 rule
  • Utilise a calendar
  • Create a ritual

Module Seven - Tips for Completing Tasks

  • One minute rule
  • Five minute rule
  • Break up large tasks
  • Utilise technology

Module Eight - Increase your Productivity

  • Repeat what works
  • Get faster
  • Remove "should" from your dictionary
  • Build on your successes

Module Nine - "To Do"List Characteristics

  • Focus on the important
  • Chunk, Block, Tackle
  • Make it a habit
  • Plan ahead

Module Ten - Smart Goals

  • Specific
  • Measurable
  • Attainable
  • Realistic
  • Timely

Module Eleven - Mistakes will Happen

  • Accept it
  • Bouncing back
  • Adapt and learn from them
  • If needed, ask for help

Module Twelve - Wrapping Up

Course 9 - Organizational Skills

Module One - Getting Started

Module Two - Remove the Clutter

  • Just do it
  • You dont have to keep everything
  • Three boxes: Keep, donate and trash
  • A place for everything and everything in it's place

Module Three - Prioritize

  • Write it down
  • Urgent / Important Matrix
  • Divide tasks
  • 80/20 rule

Module Four - Scheduling Your Time

  • Have a master calendar
  • Setting deadlines
  • Remove or limit the time wasters
  • Coping with things outside of your control

Module Five - To Do Lists

  • Use a day planner
  • Finish what you start
  • Focus on the important
  • Do quick tasks immediately

Module Six - Paper and Paperless Storage

  • Find a system that works for you
  • Make it consistent
  • Make it time sensitive
  • Setting up archives

Module Seven - Organization in Your Work Area

  • Keeping items within arm's reach
  • Only have current projects on your desk
  • Arranging your drawers
  • Organize to match your workflow

Module Eight - Tools to Fight Procrastination

  • Eat that Frog!
  • Remove distractions
  • Give yourself a reward
  • Break up large tasks

Module Nine - Organizing Your Inbox

  • Setting delivery rules
  • Folder and message hierachy
  • Deal with email right away
  • Flag and highlight important items

Module Ten - Avoid the Causes of Disorganisation

  • Keeping everything
  • Not being consistent
  • Not following a schedule
  • Bad habits

Module Eleven - Discipline is the Key to Stay Organised

  • Stay within your systems
  • Learn to say No
  • Have organisiation be part of your life
  • Plan for tomorrow, today

Module Twelve - Wrapping Up

Course 10 - Word 365 Essentials

Module One: Getting Started

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

  • Open and close documents in reading or editing view
  • Understand the Office 365 web interface, including the home page, the team site, and the shared documents list
  • Understand the Word 365 browser interface
  • Upload a document to the Shared Documents library 
  • Open a document in Reading View or Editing View
  • Page through documents
  • Zoom to a different view
  • Open the pop out
  • Open in Editing View
  • Type, select, and edit text
  • Understand the Word web app interface
  • Use cut, copy, and paste
  • Undo and redo tasks
  • Format fonts and paragraphs with a variety of features
  • Use bullets and numbering
  • Insert and work with tables
  • Insert links
  • Insert and work with pictures
  • Insert clip art

Module Two: Welcome to Office 365 Web Apps 

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

Module Three: Viewing Web App Documents (I) 

  • Opening a Document
  • Overview of the Reading View
  • Paging Through Documents
  • Printing From the Reading View
  • Finding Text in Your Document
  • Closing Documents

Module Four: Viewing Web App Documents (II)

  • Zooming in your Document
  • Using the Pop Out
  • Editing in Browser
  • About Converting Documents
  • Opening in Word

Module Five: Editing in the Browser 

  • A New File
  • Saving Files
  • The Word Web App Interface
  • Typing Text
  • Selecting Text with the Mouse or Keyboard
  • Editing and Deleting Text

Module Six: Basic Editing Tasks

  • Using Cut, Copy, and Paste
  • Using Undo and Redo
  • Checking Your Spelling
  • Setting the Proofing Language
  • Printing from the Editing View
  • Accessing the Reading View

Module Seven: Font Formatting 

  • Understanding Levels of Formatting
  • Changing Font Face and Size
  • Changing the Font Color
  • Adding Font Enhancements
  • Highlighting Text

Module Eight: Formatting Paragraphs 

  • Setting the Alignment
  • Using Indents and Tabs
  • Adding Bullets and Numbering
  • Text Direction

Module Nine: Working with Styles 

  • About Styles
  • Quick Styles versus the Style Gallery
  • Applying a Style
  • Clearing Formatting

Module Ten: The Insert Tools (I) 

  • Inserting a Table
  • Adding Text to a Table
  • Inserting Links

Module Eleven: The Insert Tools (II) 

  • Inserting Pictures
  • Inserting Clip Art
  • Working with Pictures

Module Twelve: Wrapping Up

Requirements

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 laterModern and up to date Browser (Internet Explorer 8 or later, Firefox, Chrome, Safari)

MAC/iOS

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

All systems

Internet bandwidth of 1Mb or fasterFlash 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

Requirements

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.


Device requirements:

Students will need access to a computer/any device and the internet.

FAQS

1.  Who are Courses For Success?

Courses For Success is a course platform that started in 2008
with 5 courses, since then we have grown to over 10,000 online courses.

Our courses span across the following categories:

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Yes, we have a 7-day money-back refund policy.

3.  What is the FREE Personal Success Training Program?

The Personal Success Training Program
was developed by Courses For Success to help our customers achieve
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anyone who has an interest in learning more about this subject matter
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study this course, this course is open to anyone who would like to take
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This
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All our courses are accessible online on any device. You may complete them at your own pace and at your own time.

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After
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Online learning is easy, if not easier than a traditional academic situation.
By studying an online course, the usual boundaries caused by location and time constraints are eliminated, meaning you are free to study where and when you want at your own pace.

Of course, you will need to be able to self-manage your time and be organized, but with our help, you’ll soon find yourself settling into a comfortable rhythm of study.

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You
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The majority of our courses have unlimited lifetime access, meaning you can access this course whenever you want.

Please also check the course summary, as a small selection of courses have limited access.

13.  How long will my course take?

Course duration, is listed under Course Summary

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All the required material for your course is included in the online system, you do not need to buy anything else.

15.  Is the course interactive?

Yes, all our courses are interactive.

16.  Is there an assessment or exam?

Yes,
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end of your course, you can do this test as many times as you require.

17.  What type of certificate will I receive?

You
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This course will give you the skills you need to help you obtain employment, but it’s up to you if you get the job or not.

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The Certificates are valid for life and do not need renewing. 

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Courses
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Payment Plans: We have partnered with Partial.ly, to offer our own in house payment plan. Everyone is Pre-Approved, providing the initial deposit is paid in full.

To pay via bank transfer contact us info@coursesforsuccess.com

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You can contact our support team, at any time through live chat on our website, or email at info@coursesforsuccess.com, or by calling one of our phone numbers depending on which country you are in.  

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