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Training plan · Office Productivity · Intermediate

Word Intermediate

Intensive 3-day training to consolidate your Word skills: styles, templates, table of contents, advanced mail merge, forms and fields.

Duration

3 jours (21h)

Format

On-site

Prerequisites

Basic Word formatting skills

Audience

Experienced assistants, secretaries, writers

1

Day 1 — Styles & Templates

1j
  • Styles: concept, Styles pane, style set
  • Creating and modifying styles: font, paragraph, borders, language
  • Style hierarchy: Heading 1, 2, 3, body text, subtitle
  • Templates (.dotx): creation, saving, usage, modification
  • Global templates and enterprise templates
  • Quick Styles gallery, Quick Style sets
  • Intensive lab 1: create a complete company report template with 10 custom styles
2

Day 1 — Long Documents & Table of Contents

  • Automatic table of contents: insertion, update, customization
  • Table of figures: captions, table titles, index
  • Footnotes and endnotes: insertion, format, separator
  • Citations and bibliography: sources, Source Manager, bibliography style
  • Bookmarks and cross-references: creation, update, navigation
  • Intensive lab 2: produce a 50-page document with TOC, TOF, index, notes and bibliography
3

Day 2 — Advanced Mail Merge

1j
  • Mail merge: form letters, labels, envelopes, directory
  • Data source: Excel, Outlook, Access, SQL, text files
  • Merge fields: AddressBlock, GreetingLine, merge formulas
  • Rules: If...Then...Else, conditional skip, fill-in
  • Catalogs and directories: list generation, badges, certificates
  • Email merge: electronic mail merge, attachments
  • Intensive lab 3: generate 100 personalized letters with envelopes + individual certificates
4

Day 2 — Forms & Fields

  • Form fields: text, dropdown, checkbox, date picker
  • Content controls: rich text, picture, dropdown list, date picker
  • Form protection: protected sections, exceptions, password
  • Control properties: locking, deletion, placeholder text
  • Word field codes: REF, PAGE, DATE, TIME, FORMULA, IF, DOCVARIABLE
  • Intensive lab 4: create a leave request form + evaluation form with protection
5

Day 3 — Intensive Practical Projects

0,5j
  • Project A: create an annual report template with TOC, TOF, index and company styles
  • Project B: create a mail merge for 200 personalized invitations with tracking
  • Project C: design a customer satisfaction form with protected fields and calculations
  • Timed challenges: find and fix errors in sample documents
6

Day 3 — Assessment & Certification

0,5j
  • Real scenario: prepare a complete 30-page dossier for an executive committee
  • Individual correction: personalized advice for each participant
  • Validation test: produce 3 complex documents in limited time
  • Intermediate level certificate with detailed skills grid
  • Progression plan toward Advanced level

This plan is customizable

Ideal for assistants who produce reports, bulk mailings and forms. We adapt exercises to your real needs.

1