Advanced Computer Skills for Office Managers and Secretaries Training

The programme

Programme overview

In today’s digital-first workplace, it’s not enough to simply get the job done — you need to excel with precision, speed, and digital confidence. Modern leaders expect more than basic support: they expect administrators and secretaries to deliver flawless documents, manage complex schedules, present data clearly, and handle communications with absolute professionalism.

This Ratomac Advanced Computer Skills for Office Managers and Secretaries Training course is designed to transform the way you approach daily office work by equipping you with advanced, practical computer skills. You’ll master the full suite of Microsoft Office applications (Word, Excel, PowerPoint, Outlook, Teams), leverage powerful cloud-based collaboration tools, and discover digital shortcuts that will save hours and minimise errors.

This Advanced Computer Skills for Office Managers and Secretaries Training course has been refreshed to reflect how Microsoft 365 Copilot now works across every one of these applications, not as a separate add-on skill but as part of how each app is actually used in 2026. You’ll learn Copilot capabilities within each module as you learn the underlying application, plus the current licensing reality — including a June 2026 change that moved Word, Excel, PowerPoint, and OneNote Copilot features behind a paid licence, while Outlook’s Copilot features and the free Copilot Chat tier remain more broadly available. Through hands-on exercises and real-world scenarios, you’ll learn to automate repetitive tasks, design boardroom-ready presentations, and use advanced digital systems — with and without AI — to elevate your performance.

Who should attend

Who is this programme for?

This Advanced Computer Skills for Office Managers and Secretaries Training course is designed for:

• Executive Assistants and Personal Assistants
• Secretaries and Administrative Professionals
• Office Administrators and Office Managers
• HR, Finance, Procurement, and Operations Coordinators
• Business Support Staff
• Project and Team Assistants
• Customer Service Representatives
• Anyone Seeking to Develop Advanced Office Computer Skills and Stay Ahead in Today’s Workplace

Learning outcomes

What you will learn

By the end of this Advanced Computer Skills for Office Managers and Secretaries Training course, you will:

• Master advanced features of Microsoft Word, Excel, PowerPoint, Outlook, and Teams
• Create professional business documents efficiently and accurately
• Automate routine tasks using templates, formulas, and macros
• Analyse and manage data with advanced Excel and Power BI tools
• Design compelling presentations that engage and persuade
• Optimise time management with advanced Outlook and scheduling features
• Collaborate seamlessly with OneDrive, SharePoint, or Google Drive
• Implement digital organisation strategies to boost productivity
• Strengthen your awareness and application of cybersecurity best practices
• Use Microsoft 365 Copilot appropriately and securely across Word, Excel, PowerPoint, Outlook, and Teams
• Understand current Copilot licensing so you know exactly what’s available in your organisation’s Microsoft 365 plan

Explore the programme

Detailed programme outline

Module 1: Advanced Word Processing

• Complex formatting with styles, sections, and headers
• Automated tables of contents and indexes
• Mail merge for personalised communications
• Track changes and collaborative editing
• Building reusable templates for consistency
• Using Copilot in Word to draft, restructure, and refine documents from a prompt

Module 2: Advanced Excel & Power BI

• Complex formulas, nested functions, and data validation
• Pivot tables and dashboards for data insights
• Conditional formatting for quick analysis
• Professional chart creation
• Excel for budgeting, reporting, and project tracking
• Using Copilot in Excel for formula suggestions and instant charting from natural-language prompts

Module 3: PowerPoint for Professional Presentation Design

• Advanced slide layouts and custom themes
• Embedding multimedia: videos, charts, graphics
• Executive storytelling techniques
• Animations, transitions, and audience engagement tools
• Presentation delivery and rehearsal features
• Using Copilot in PowerPoint to generate a first-draft deck from a document or outline

Module 4: Outlook and Advanced Calendar Management

• Efficient email management: rules, quick steps, automation
• Shared calendars and advanced scheduling tools
• Task and project tracking within Outlook
• Integrating Outlook with Teams and other platforms
• Productivity tips: reminders, categories, and time-blocking
• Using Copilot in Outlook for email drafting, thread summarisation, and tone coaching

Module 5: Microsoft Teams for Effective Collaboration

• Mastering Teams chat, meetings, and file sharing
• Channels, posts, and notification management
• Collaborative document editing and version control
• Integrating Teams with other apps
• Using the Meeting chats section to keep meeting-related conversations organised
• Managing meeting Recap content: recordings, transcripts, and AI-generated summaries, including how to delete them when no longer needed

Module 6: Cloud Collaboration & File Management

• Real-time co-authoring with colleagues
• Version control and robust file organisation
• Effective use of OneDrive, SharePoint, and Google Drive
• Document permissions and secure sharing
• Digital workflow streamlining

Module 7: Automating Administrative Workflows

• Recording and running macros in Word & Excel
• Creating digital forms and templates
• Efficiency shortcuts: Quick Parts, AutoText, reusable content
• Automated report generation and recurring tasks
• Linking and syncing data across applications

Module 8: Digital Communication & Professional Correspondence

• Writing clear, effective, and professional emails
• Formatting business letters, memos, and notices
• Using and managing email templates
• Organising communication records and logs
• Best practices for digital etiquette

Module 9: Cybersecurity Awareness for the Modern Office

• Creating strong passwords, using MFA, and screen locks
• Recognising phishing, ransomware, and cyber scams
• Protecting information on public Wi-Fi and social media
• Reporting data breaches or lost devices
• Safeguarding sensitive data and responsible document disposal
• Understanding what organisational data Copilot can access through Microsoft Graph, and what that means for information security

Module 10: Copilot Licensing, Governance, and Advanced AI Workflows

• Understanding current Microsoft 365 Copilot licensing: what’s included free (Copilot Chat) versus what requires a paid Copilot licence in Word, Excel, PowerPoint, and OneNote
• Confirming what your organisation’s specific Microsoft 365 plan actually gives you access to
• Using AI responsibly: verifying AI-generated content before relying on it
• Coordinating AI-assisted workflows across multiple apps for a single task, from drafting to data to presentation
• Building a personal plan to apply Copilot and other AI tools appropriately in your role

Learning approach

How you will learn

Our diverse instructional approaches ensure effective learning:

– Lectures & Presentations: Engage with expert-driven, stimulating content.– Course Material: Access well-crafted supporting resources.– Group Work: Collaborate on discussions and case studies for practical insights.– Workshops & Role-Play: Participate in immersive, scenario-based activities.– Practical Application: Focus on applying theoretical knowledge in real situations.– Post-Training Support: Receive extensive support after training for skill implementation.

Discuss your requirements

Dates, duration & arrangements

Contact Ratomac to confirm dates, duration, delivery format, entry requirements and any applicable assessment or certification before booking.