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Effective Flowcharting and Process Design using Microsoft® Visio Professional 2003-2007

2 days

Intermediate-Level and Experienced Process Managers and Team Members, Flowchart & Diagram Developers.

This course requires the following prerequisites:

  • Working Knowledge of Microsoft Windows XP or Vista.
  • Basic Knowledge of Microsoft Word 2003 or 2007.
  • Optional Basic Knowledge of Microsoft Excel 2003 or 2007.
  • Optional Basic Knowledge of Microsoft Access 2003 or 2007.
  • Optional Basic Knowledge of Microsoft Project 2003 or 2007.

Flowcharts and process diagrams play a pivotal role in knowledge dissemination, making complex business processes and data easier to understand. Microsoft Visio Professional includes a host of features that are instrumental in creating pictorial representations of this information.

In this course, you will learn the essentials of process design and visualization, along with effective strategies for flowchart and diagram creation and customization using Microsoft Visio Professional.


Section 1: Getting Started

  • Starting Out
  • Interacting with Visio
  • Working With Files
  • Using the Getting Started Window
  • Getting Help in Visio

Section 2: Creating a Basic Drawing

  • Creating a Basic Drawing
  • Basic Editing Commands
  • Formatting Shapes
  • Adding Text
  • Formatting Text
  • Working with Pages

Section 3: Doing More with Your Drawing

  • Other Ways to Add Shapes
  • Working With Shapes
  • More Shape Tasks
  • Using Layers
  • Adding Objects
  • Adding Advanced Objects

Section 4: Working With Visio Files

  • Using Templates
  • Using Stencils
  • Saving Visio Files
  • Advanced File Tasks

Section 5: Viewing and Printing your Drawings

  • Managing your Drawings
  • Managing Windows
  • More Visio Window Commands
  • Using Print Preview
  • Printing a Drawing
Instruction Methodology: 

You will also receive guided instruction and background details on how to effectively build processes, flowcharts, and focused organization diagrams from an experienced management process and flowcharting consultant.

Skills Taught: 
  • Understand principles of visual flowcharting and design.
  • Design and manage basic management process and flowchart diagrams, workflows, and other visual tools.
  • How flowcharts compare to mind-maps
  • Create customized drawing elements and templates.
  • Represent external data as drawing elements.
  • Share your Visio diagram content with others.