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This course includes downloadable course instructor files and exercise files to work with and follow along.

This Microsoft Visio 365 Essentials course is designed to introduce you to the fundamentals of using Microsoft Visio, a powerful diagramming tool. You will start by exploring Visio's applications, launching the program, and navigating its user interface. As you progress, you'll learn how to create your first diagram, work with shapes and connectors, and apply themes and layers to your projects.

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This course includes downloadable course instructor files and exercise files to work with and follow along.

This Microsoft Visio 365 Essentials course is designed to introduce you to the fundamentals of using Microsoft Visio, a powerful diagramming tool. You will start by exploring Visio's applications, launching the program, and navigating its user interface. As you progress, you'll learn how to create your first diagram, work with shapes and connectors, and apply themes and layers to your projects.

This course will guide you through more advanced features like creating cross-functional flowcharts, organizational charts, and mind maps. You'll also practice saving and sharing your diagrams in different formats, ensuring your work is easily accessible and professionally presented.

By the end of this course, you should have the skills to use Microsoft Visio efficiently for various business and personal projects. Whether you need to visualize complex systems, map out organizational structures, or brainstorm ideas, this course will provide the tools to do so effectively. Taking this course can help enhance your ability to communicate ideas visually, a skill highly valued in academic and professional settings.

In the course, you will learn how to:

  • Identify different applications and uses of Microsoft Visio.

  • Launch and navigate the Visio user interface.

  • Create a basic Visio diagram using templates.

  • Design diagrams using shapes, connectors, and layers.

  • Apply themes to enhance the visual appeal of diagrams.

  • Construct cross-functional flowcharts and organizational charts.

  • Share and save Visio diagrams in various formats.

This course includes:

  1. 1+ hours of video tutorials

  2. 18 individual video lectures

  3. Course and exercise files to follow along

  4. Certificate of completion

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What's inside

Learning objectives

  • Identify different applications and uses of microsoft visio.
  • Launch and navigate the visio user interface.
  • Create a basic visio diagram using templates.
  • Design diagrams using shapes, connectors, and layers.
  • Apply themes to enhance the visual appeal of diagrams.
  • Construct cross-functional flowcharts and organizational charts.
  • Share and save visio diagrams in various formats.

Syllabus

Visio Fundamentals
Course Welcome
WATCH ME: Essential Information for a Successful Training Experience
DOWNLOAD ME: Course Files
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Traffic lights

Read about what's good
what should give you pause
and possible dealbreakers
Teaches the fundamentals of Microsoft Visio 365, which is a current version of a tool used for diagramming and visualization in various professional settings
Develops skills in creating flowcharts, organizational charts, and mind maps, which are valuable for project management, strategic planning, and communication
Provides exercise files to follow along, which allows learners to gain hands-on experience and apply the concepts learned in a practical context
Focuses on sharing and saving diagrams in various formats, ensuring compatibility and accessibility for different audiences and platforms
Requires access to Microsoft Visio 365, which may require a subscription or purchase, potentially posing a barrier for some learners

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Reviews summary

Microsoft visio 365 fundamentals

According to learners, this course provides a solid foundation in Microsoft Visio 365. The instructor explains concepts clearly, making it great for beginners. Students found the downloadable exercise files very helpful for following along. The content covers the essentials well, including the interface, shapes, connectors, and creating common diagrams like flowcharts and org charts. While it's excellent for getting started and immediately applying practical skills, some note it focuses solely on the basics and doesn't delve into more advanced features.
Excellent introduction, but not for advanced users.
"This course gives a solid foundation in Visio, perfect for essentials."
"Keep in mind this is an introductory course, it doesn't go deep into complex features."
"Good for getting started, but you'll need more for advanced Visio use."
Useful for creating common business diagrams.
"Learning to create flowcharts and org charts was immediately applicable to my job."
"The sections on creating common diagrams are very practical."
"I can now confidently create basic diagrams for work."
Hands-on practice with provided files is key.
"The downloadable exercise files were invaluable for practicing alongside the videos."
"I appreciated the hands-on approach using the provided exercise files."
"Working through the exercises really helped solidify my understanding of each concept."
Instructor makes complex topics easy to grasp.
"The instructor explains concepts very clearly, perfect for someone new to Visio."
"As a beginner, I found the pace and explanations easy to understand and follow."
"This course breaks down Visio basics into manageable steps."

Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Microsoft Visio 365 Essentials with these activities:
Review Basic Diagramming Principles
Reinforce fundamental diagramming concepts to better understand Visio's application in creating effective visuals.
Browse courses on Diagramming
Show steps
  • Research the basic principles of diagramming, including layout, clarity, and visual hierarchy.
  • Practice creating simple diagrams by hand or using basic drawing tools.
  • Identify common diagram types and their specific uses.
Review 'Business Process Modeling Notation (BPMN)'
Study BPMN to gain a deeper understanding of flowcharting and process visualization, enhancing your ability to create effective diagrams in Visio.
Show steps
  • Read the book and take notes on key concepts and principles.
  • Practice creating BPMN diagrams using online tools or software.
  • Compare BPMN diagrams with flowcharts created in Visio.
Diagram Your Home Network
Apply Visio skills to create a detailed diagram of your home network, including devices, connections, and network infrastructure.
Show steps
  • Inventory all devices connected to your home network.
  • Use Visio to create a diagram representing your network layout.
  • Label devices and connections clearly.
  • Add details such as IP addresses and network speeds.
Four other activities
Expand to see all activities and additional details
Show all seven activities
Design a Project Timeline
Use Visio to create a project timeline for a real or hypothetical project, demonstrating your ability to visualize project schedules and milestones.
Show steps
  • Define the scope and objectives of your project.
  • Identify key tasks and milestones.
  • Use Visio to create a timeline diagram representing the project schedule.
  • Add details such as task durations and dependencies.
Create a Visio Tutorial Video
Solidify your understanding of Visio by creating a short video tutorial on a specific feature or technique covered in the course.
Show steps
  • Choose a specific Visio feature or technique to demonstrate.
  • Plan the content and structure of your tutorial video.
  • Record your screen while demonstrating the feature in Visio.
  • Edit the video and add narration or captions.
  • Share your tutorial video online.
Read 'Information is Beautiful'
Explore data visualization principles to improve the visual appeal and effectiveness of your Visio diagrams.
Show steps
  • Browse the book and identify examples of effective data visualizations.
  • Analyze the design principles used in each example.
  • Apply these principles to your own Visio diagrams.
Explore Advanced Visio Tutorials
Deepen your Visio skills by following advanced tutorials on topics such as data linking, automation, and custom shapes.
Show steps
  • Search for advanced Visio tutorials online.
  • Choose a tutorial that covers a topic of interest.
  • Follow the tutorial step-by-step and practice the techniques.
  • Adapt the techniques to your own Visio projects.

Career center

Learners who complete Microsoft Visio 365 Essentials will develop knowledge and skills that may be useful to these careers:
Business Analyst
A business analyst often uses visual aids to communicate complex information, and this is where proficiency with diagramming tools becomes crucial. This Microsoft Visio 365 Essentials course helps business analysts build a foundation in creating flowcharts, organizational charts, and other diagrams, which they use to represent business processes and structures. This course helps them visually present data and workflows, which is vital for making data-driven recommendations. The course content focusing on creating cross-functional flowcharts and organizational charts is particularly beneficial for a business analyst.
Project Manager
Project managers frequently rely on visual tools to plan and execute projects, and this course helps them develop skills in using Visio for project visualization. The Microsoft Visio 365 Essentials course guides a project manager in creating flowcharts and timelines to outline project processes, timelines, and resource allocation all of which are essential for project planning. This course helps them visualize project workflows which ensures a clear understanding of all project details. The ability to create and share diagrams can improve communication and collaboration with all stakeholders. The course modules on creating and saving Visio documents is especially useful for a project manager.
Process Improvement Specialist
Process improvement specialists need to map out current processes and design optimized workflows, and this course helps process improvement specialists learn how to use diagrams for process visualization. The Microsoft Visio 365 Essentials course helps process improvement specialists analyze existing processes and create visual representation using flowcharts and process maps, which are vital to identifying bottlenecks and inefficiencies. This helps them develop more streamlined and effective processes. The course's focus on cross-functional flowcharts is particularly helpful for this role. The skills relating to connectors, layers, and themes are also useful for creating engaging and impactful diagrams.
Systems Analyst
Systems analysts benefit from being able to visualize complex systems and data flows, and this course can help develop their skills in using Visio for just that. The Microsoft Visio 365 Essentials course helps systems analysts create diagrams that map system architectures and data flows which is crucial to understanding how different components interconnect. With this course, systems analysts can illustrate the relationships between different parts of a system, allowing them to communicate system design effectively. The course's modules on saving and sharing diagrams are quite useful for this role.
Technical Writer
Technical writers often need to incorporate diagrams into their documentation, and this course helps them improve their skills in Visio. The Microsoft Visio 365 Essentials course helps technical writers create visual aids, like flowcharts and process maps, to complement their written material. They might use it to explain complex processes or technical concepts in a more understandable manner. This course will provide them with the tools to create well designed diagrams and easily share them, which ensures that their documentation is clear and comprehensive. Knowing how to work with themes and layers is particularly useful when creating such visual aids.
Operations Manager
Operations managers use diagrams to understand and optimize workflows, and this course may be useful as it introduces the fundamentals of diagram creation in Visio. The Microsoft Visio 365 Essentials course will help an operations manager create process flowcharts and organizational charts to understand how different departments interact. This course can help them to map out and optimize operational processes, including workflows and resource allocation. It also helps with the visual communication of standard operating procedures to teams across functions. The chapters on creating flowcharts and organizational charts will be beneficial for them.
Management Consultant
Management consultants often need to analyze and visualize business processes, and this course may support this kind of work. The Microsoft Visio 365 Essentials course can help management consultants create diagrams that represent business processes, organizational structures, and strategic plans. By visually presenting information, management consultants can make their analyses more accessible. The course content on creating flowcharts and organizational charts may be useful for a management consultant. Modules on sharing and saving might also be useful.
Data Analyst
Data analysts can use diagrams to present their findings, and this course may help them to visualize data. The Microsoft Visio 365 Essentials course will help data analysts represent data flows and processes which will help make their analyses more accessible and easier to understand. The course helps data analysts create clear visual representations of complex data, which is essential when communicating insights to stakeholders. This course may be useful for creating diagrams that are both informative and visually engaging. The sections on working with themes and shapes are of particular interest.
Human Resources Specialist
Human resources specialists often deal with organizational structures, and this course may be useful as a way for them to visualize such structures. The Microsoft Visio 365 Essentials course will help human resources specialists create organizational charts and process maps which can be very useful for presenting company structures, workflows, and employee reporting lines. This course will help them clearly map out roles and responsibilities as well as how different departments work together. Course content on organization charts and sharing diagrams may be helpful.
Marketing Coordinator
Marketing coordinators may use diagrams to illustrate campaign workflows and strategies, and this course may be useful for learning the basics for this. The Microsoft Visio 365 Essentials course can help marketing coordinators create visual aids that are needed for planning and executing marketing campaigns. Marketing coordinators can use flowcharts to map out customer journeys and plan campaign processes. While Visio is not primarily a marketing tool, learning the basics of visual presentation of strategic work is useful. The course modules on creating flowcharts and sharing diagrams may be useful.
Teacher
Teachers can use diagrams to explain complex concepts, and this course may be useful as a way to learn diagram creation using Visio. The Microsoft Visio 365 Essentials course guides teachers in creating flowcharts, mind maps, and organizational charts. They might use these to present information in a more engaging and accessible way. This course may provide teachers with the skills to enhance their lessons. The content of the course that focuses on mind maps could be very useful.
Academic Researcher
Academic researchers may use diagrams to visualize research processes, and this course may help them develop skills in visual representation. The Microsoft Visio 365 Essentials course may help academic researchers to create diagrams that map out research process flows or organizational structures of research teams. It also helps with presenting data and processes visually for publications and presentations. While not immediately relevant to academic research, the ability to create and share diagrams may be useful. The course content on mind maps and sharing may be useful.
Entrepreneur
Entrepreneurs need to visualize their business plans and workflows, and this course may help them develop their skills in Visio. The Microsoft Visio 365 Essentials course may help entrepreneurs create diagrams that map out business processes or their organizational structure. This course may help in presenting ideas to investors and stakeholders. The course content on creating organizational charts and flowcharts might be useful for an entrepreneur. The ability to share diagrams may also be useful for them.
Consultant
Consultants often use diagrams to present solutions and strategies, and this course may provide a basic introduction to visual collaboration. The Microsoft Visio 365 Essentials course may help consultants create professional diagrams that are useful for presentations and client communication. Consultants can use these tools to present complex information in a visual and concise manner. While the course is not specific to consulting, it provides a foundation of visual communication skills. The modules relating to creating flowcharts, themes, and sharing of diagrams may be beneficial for this role.
Administrative Assistant
Administrative assistants can use diagrams for office organization, and this course may introduce them to relevant skills. The Microsoft Visio 365 Essentials course may help administrative assistants create organizational charts and office layouts. The ability to use Visio for basic visualization could be useful for office management and documentation. While not a fundamental skill for administrative tasks, it may provide value in some contexts. The course content on creating organizational charts and sharing may be helpful.

Reading list

We've selected two books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in Microsoft Visio 365 Essentials.
Provides a comprehensive guide to BPMN, a standard notation for business process modeling. It's helpful for understanding the underlying principles of creating cross-functional flowcharts, a key skill taught in the Visio course. While not required, it offers a deeper dive into the theory behind process visualization. This book is commonly used by business analysts and process improvement professionals.
Explores the principles of data visualization and information design. It provides inspiration and guidance on how to create visually appealing and informative diagrams. While not specific to Visio, it enhances your understanding of visual communication. This book is more valuable as additional reading than a current reference.

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