Home / Non-Accredited / Microsoft Office & Computer Skills / Microsoft Word Intermediate (1 day)
Quick Look Course Summary:Microsoft Word Intermediate (1 day)
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Next Public Course Date:
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Length: 1 day(s)
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Price (at your venue): 1 Person R 5,654 EX VAT 3 Person R 3,982 EX VAT 10 Person R 2,954 EX VAT
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Certification Type:Non-Accredited
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Locations & Venues: Off-site or in-house. We train in all major city centres throughout South Africa.
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Microsoft Word Intermediate (1 day)
Turn a 40-page policy, report or tender response into a document that is structured, numbered, reviewed and finished – without the formatting falling apart.
Plenty of people use Word every day and still dread the long documents: the policy whose clause numbers go wrong when a paragraph is added, the board report whose table of contents is typed by hand, the tender response that six people edit at once. This one-day Word intermediate course is for them. It assumes the fundamentals and goes straight to the tools that make large and shared documents manageable.
The day is built on BOTI's licensed Word 2024 workshop kit, pitched at intermediate level, and skips the basics covered in Microsoft Word Beginners. Delegates work with styles and multilevel numbering, multi-section layouts with different headers and footers, Outline view and the Navigation Pane, an automatic table of contents, cross-references, tables with formulas and controlled page breaks, charts, Track Changes, comments and co-authoring, a protected fillable form and a company template. The practice documents are the ones South African offices actually produce: an HR policy with numbered clauses, a quarterly report with a landscape appendix, a leave-request form and a tender document under review.
Delegates leave able to build a structured document from a heading outline, review it with colleagues without losing control of the changes, and set up forms and templates that others can use. It is the middle day of BOTI's Word ladder – Beginners, Intermediate, Advanced – available on its own or combined.
Why this course
For your organisation
- Policies, procedures and reports with reliable numbering and an up-to-date table of contents
- Document reviews that run on Track Changes and comments instead of emailed copies
- Standard forms and templates that every department completes the same way
- Less rework for the people who end up fixing everyone else's documents
- A natural step up for staff who have completed Microsoft Word Beginners
For your delegates
- Styles and multilevel lists that do the numbering for you
- Confidence with long documents: outline, restructure, reference and finish
- Clear, controlled reviewing with Track Changes, comments and version history
- A fillable form and a template you built yourself, ready to use at work
- Faster working through a ribbon set up for your own tasks
What delegates will be able to do
- Apply and modify built-in styles and build a numbered heading scheme with a multilevel list
- Divide a document into sections with their own margins, orientation, headers, footers and page numbering
- Structure a long document with Outline view and the Navigation Pane, and move whole sections safely
- Insert an automatic table of contents and keep it, and any cross-references, current
- Use bookmarks and cross-references, and manage citations, sources and a bibliography
- Add formulas to a table, control how it breaks across pages and position it among text
- Insert and format a chart, and group images, icons and shapes so they stay in place
- Review a document with Track Changes, comments and @mentions, co-author in the cloud and restore an earlier version
- Check spelling, grammar and accessibility using Editor tools, Read Aloud and the Accessibility Checker
- Create a protected fillable form, save AutoText entries, and customise a template and the ribbon
Who should attend
People who already use Word daily and need to handle longer or shared documents: administrators and executive assistants, HR, compliance and quality staff who maintain policies and procedures, report writers, bid and tender teams, and team leaders who review other people's work. Delegates should be comfortable with the content of Microsoft Word Beginners (1 day) or have equivalent everyday experience.
Course outline
Day 1 – Intermediate: structured documents, reviewing and templates
Styles and numbering that hold together
- Why manual formatting breaks in long documents and styles do not
- Applying and modifying built-in styles so one change updates every heading
- Numbered headings for a policy or procedure (1, 1.1, 1.1.1) with a multilevel list linked to heading styles
- Multilevel lists for clause numbering in contracts and tender responses
- Cleaning up formatting in text pasted from emails, PDFs and older documents
Layout for multi-section documents
- Section breaks: a landscape appendix, a different first page, a chapter that starts on a new page
- Headers and footers that differ by section, and page numbers that restart for each part
- Margins, orientation and paper size that change between sections
- Cover pages, columns and pull-out boxes for a newsletter or annual report
- Borders, shading and a DRAFT or CONFIDENTIAL watermark
Long and structured documents
- Building a heading structure Word can work with: headings, subheadings and Outline view
- Moving and reordering whole sections with the Navigation Pane and Outline view
- An automatic table of contents based on your headings, and keeping it current
- Bookmarks and cross-references ('see clause 4.2 on page 12') that update themselves
- Citations, sources and a bibliography in a research or board report
Tables, charts and visuals for data
- Formulas in a table: totals and averages in a quotation or budget table without opening Excel
- Keeping rows together and controlling where a table breaks across pages
- Positioning a table on the page and wrapping text around it
- Inserting and formatting a chart for a monthly report
- Icons, shapes and images positioned and grouped so they stay put
Reviewing and working together
- Track Changes: switching it on, reviewing edits and accepting or rejecting them
- Comments: adding, replying, @mentioning a colleague and resolving
- Sharing a document from OneDrive or SharePoint and co-authoring at the same time
- Version history: seeing who changed what and restoring an earlier version
- Spelling and grammar, Read Aloud, Immersive Reader and the Accessibility Checker
- Chatting in Teams about the document without leaving Word
Templates, forms and personal set-up
- Using a company template and adjusting it for a new document type
- A fillable form – a leave request or visitor register – with text fields, drop-down lists and tick boxes
- Protecting the form so colleagues can complete the fields but not change the layout
- AutoText and building blocks for a standard disclaimer, signature block or address
- Customising the ribbon with your own tab and group of commands
- Word options worth changing: AutoSave, default save location and the proofing language (English, South Africa)
How it is delivered
One day, 08:30-16:00. In person at your offices anywhere in South Africa, at a BOTI venue, or live online. One delegate or a group of up to 20, each working on their own machine. Taught in Word for Microsoft 365 (Word 2024); co-authoring, @mentions and version history need a Microsoft 365 account with OneDrive or SharePoint. Laptops with the software can be supplied on request. Manual and exercise files included. We deliver it at your offices in Johannesburg, Pretoria, Durban, Cape Town and anywhere else in South Africa, at a BOTI venue in Johannesburg, or live online for teams in different places.
What our clients say
“We were particularly impressed by the quality of facilitation and the practical relevance of the content presented. The programme was delivered with professionalism, clarity, and a strong emphasis on real-world application.”
“The facilitator effectively encouraged participation and used practical examples, discussions and interactive activities to ensure that the concepts were understood and could be applied in the workplace.”
“Business Optimization Training Institute facilitated Microsoft Excel Training for our company. The course was efficiently scheduled and planned around our timetable. We were impressed by the quality of training.”
Frequently asked questions
Can you run this course at our offices?
Yes. Most groups are trained at the client's premises anywhere in South Africa, on your own computers or on laptops we supply on request. We can also host the course at a BOTI venue or run it live online.
How many people can attend?
From one delegate to a group of about 20, each on their own machine so that everyone practises every exercise. See the price table for group pricing, or ask us for a quote.
Is the course accredited?
No – it is a non-accredited short course and delegates receive a BOTI certificate of attendance. The training spend may count towards your B-BBEE skills development – check with your verification agency. If you need an accredited route, ask us about BOTI's End User Computing skills programmes (QCTO accreditation pending).
What do delegates need to know before attending?
The day assumes the fundamentals covered in Microsoft Word Beginners (1 day): creating and saving documents, basic formatting, simple tables and lists. Self-taught users who do those things comfortably will be fine. If some of your group are new to Word, book Microsoft Word Beginners to Intermediate (2 days) so everyone starts from the same place.
How does this differ from Microsoft Word Advanced?
Intermediate makes you fast and reliable with long documents, reviewing, and simple forms and templates. Microsoft Word Advanced (1 day) goes further into building templates and corporate style sets, building blocks, content controls, macros, indexes, fields and mail merge from Excel. All three days booked together are Microsoft Word Beginners to Advanced (3 days).
Can the exercises use our own policies and templates?
Yes. Send us your policy template, a long report and any forms you want to improve, and the facilitator uses them in the exercises.