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.