Training Video MS Office OneNote Coaches within Niche Networkers

Transcription

1 Training Video MS Office OneNote Coaches within Niche Networkers Presented by Colleen colleenscoachingcorner.com PRINT OUT THESE NOTES SO YOU ARE READY FOR TRAINING Topic: Benefits, Basics & Overview of MS OneNote for Coaches Date: Tuesday 8 July 2014 Speaker: Colleen Roberts Colleens Life Coaching Corner & Niche Networkers Call Details Dial in using Phone, Skype or Web Guest Pin Code: # Times & Details: Session 1-10 am AEST - QLD, VIC & NSW, 8.00 AM Perth, 9.30 am Darwin, noon NZ Full list of dial in Numbers: al/?eventid= Session 2 8pm AEST - QLD, VIC & NSW, 6pm Perth, 7.30pm Darwin, 10pm NZ Full list of dial in Numbers: Attend by Web: ntid= Event Page Password: OneNote Attend by Web: tid= Event Page Password: OneNote Guest Pin Code: # Guest Pin Code: #

2 Are a download junkie or bright shiny object collectamaniac? Are trying to know all the different programs you may need for making your coaching business a success? Are having trouble finding all your valuable resources amongst the many files or folders that you have created? About OneNote In its simplest form, OneNote is an electronic version of a paper notebook where you can write down notes, thoughts, ideas, scribbles, reminders, and all kinds of other information. Unlike the traditional document page format of other programs such as word-processing or spreadsheet programs, OneNote offers a free-form canvas where you can type, write, or draw notes in the form of text, graphics, and images wherever and however you want them. All programs are compatible with OneNote. Unlike the notes in a paper notebook, OneNote lets you add, move, and delete anything on its pages and in its sections. You can add more space where and when you need it, and you can stay organised by dragging note items into their own sections or even into different notebooks. You can separate and organise your notes by subjects or projects, or keep separate notebooks for different places and interests. OneNote is easy to use, and it doesn't force everyone to work in the same way. I started off with MS OneNote 2007 and have been using it since I have used it both for work and my love of personal development at home and totally love the functionality of it. At work I have now been using MS OneNote 2010 and today we will be looking at whatever OneNote you have on your machine and also what is new in MS OneNote We will start off with the basics and then spend some time setting up your own Notebook. Don't worry I will be taking you through step by step and give you heaps of ideas in getting started.

3 I will also show you how I have set up my own which has enabled me to collect a vast amount of information and keep it organised including resources from the web, links to my client notes and files and folders for direct and quick access. The group training calls are for free. If you want help in creating your own OneNote or If you want a "done for you" template so you don't have to set up from scratch then check out my special deal below Basic Package 3 x Skype Training Calls one on one - $ Most Popular 3 x Skype Training Calls one on one OneNote for Coaches Template with regular updates Total Cost $ In this program you will discover the following: The Benefits of Using OneNote The Basics of OneNote Cool templates for Coaches

4 Section 1 Benefits of OneNote Microsoft Office OneNote is a digital notebook that provides a flexible way to gather notes and information, powerful search capabilities so users can find what they are looking for quickly, and easy-to-use shared notebooks that help teams work together more effectively. Gather your notes, audios and information in one place. Gather, store, and manage your notes and information including text, pictures, digital handwriting, audio and video recordings, and more in a single location. Having all your important information at your fingertips can help you make more informed decisions and be better prepared. Back up your valuable information. Office OneNote automatically saves and backs up your notebooks, whether stored locally or on a network file share, so you re less vulnerable to data loss. Find information more quickly. Powerful search technology with optical character recognition helps you find what you re looking for more quickly whether you re searching handwritten notes, text in pictures, or spoken words in audio and video recordings. Work together more effectively. Shared notebooks give everyone access to the same information at the same time, online or offline. Office OneNote manages changes for you so that multiple users can work simultaneously in the same notebook there s no need to keep track of versions and changes. With Live Sharing Sessions, geographically dispersed teams can view and edit the same page of notes at the same time. Avoid duplicate work. Office OneNote makes it easy to collect, store, and search information about projects in a central location. Capitalize on ideas, notes, and best practices when briefing new project teams or team members. Take advantage of OneNote archives to avoid duplicate work. Organise your way. Organise information in the way that works best for you. See all your open notebooks in a single view, and easily arrange and rearrange your notes with drag-and-drop functionality. You can add hyperlinks to other pages in your notebook so you can quickly find content relevant to the task at hand.

5 Prioritise and manage tasks and your to-do list more efficiently. Use note tags to mark and easily track actions and important items. Note tags can be customised according to your needs and quickly viewed in a summary pane. Tasks created in Office OneNote synchronize with Microsoft Office Outlook tasks so you can manage your projects more efficiently. Make meetings more productive. Office OneNote gives you the flexibility to capture all of the information presented in meetings, including status updates, presentations, documents, typed and handwritten notes, and more. With all meeting notes stored in one location, everyone has access to the same information, helping ensure that all team members are on the same page and that everyone walks away with a consistent set of action items. Get up to speed quickly. The familiar look and feel of other Microsoft Office system programs and an intuitive user interface make it easy to get started using Office OneNote right away. Integration with the Microsoft Office system means you can share information between Office OneNote and other Microsoft Office system programs easily. Improve productivity away from the office. Synchronize your Microsoft Windows Mobile powered devices with Office OneNote so you can take contents of your notebook with you and view them on your mobile device. In addition, information you capture on your Smartphone or Windows Mobile based Pocket PC, including photos and text, can be transferred to Office OneNote and made textsearchable. New features in 2010 and 2013: Gather, organize, and search Organize page tabs better: Multi-level subpages Collapse subpages Jump to any page with a quick search Dock to Desktop Link to other notes, like a wiki Quick Styles for making headings Auto-link notes to Web pages and documents Insert Math Notes on Outlook Tasks Send content to any section in OneNote Sharing and universal access Access from anywhere: Share on the Web View and edit in a browser Sync notes to OneNote Mobile Share notes: Unread changes are highlighted See author initials Version history Find recent edits Find edits by author Faster sync with SharePoint

6 Section 2 Basics of OneNote In this section we will go through the basics of OneNote. Although I have MS OneNote 2007 I have got the information from OneNote2010. There are also lots of tutorials on You Tube and by searching Google. I will quickly go through these but my intent is to show you how you can set up your own Notebook or use my templates for your biz. MS OneNote 2007 MS Office OneNote has its own inbuilt Guide for help Click on the Guide and then click on the first tab - Getting Started with OneNote and the More Cool Features section tabs for more information Go through the information on each of these pages for both sections Right Click Introduction to OneNote - Virtual Tour and then click on Open Hyperlink to look at the virtual tour. This shows the benefits of using OneNote Notebooks and gives you a basic idea. MS Office 2007 OneNote Guide Screenshot MS OneNote 2010 MS Office OneNote has its own inbuilt Guide for help Unfiled Notes appear now in the top tab. If you haven t created a section you can copy material from the internet and have it stored here. Also you can send anything to OneNote print virtually instead of printing out in hard copy great for internet banking. Go through the information on each of these pages for both sections You can also see how OneNote 2010 works by scrolling down the first page OneNote keeps track of... And clicking on the 1 minute video which gives you a virtual tour. MS Office 2010 OneNote Guide Screenshot

7 On the pages below are notes taken from the OneNote 2010 guide: How are OneNote pages different? You can type anywhere on the page. For example, type your name there: What are all the tabs?

8 How does it work? Watch this 1 minute video: Click here to play

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10 Take notes of many types See Home > and Insert > OneNote saves automatically, so you don't lose anything. Organize Create as many notebooks, sections, and pages as you need. New Notebook: File > New Add Sections and Section Groups - by clicking in the section at the top of the Notebook you can either rename a section or section group, move, delete or add a New Section or Section Group Add New Page - right click on the right hand side where the pages are, select New Page Change the order of the pages Search Jump to favorite pages quickly. Find even handwritten notes or text in pictures!

11 Share with yourself or others Share > Collect product screen clippings Clip maps, diagrams, car photos, weather, wedding dresses, etc. Insert > or hold: + S

12 out meeting notes, instructions, status, work items, etc. Recipients don't need OneNote. Share > Tag and find important items Homework, ideas, billable items, customer requests, to-dos, etc. You can customize your own tags. Right-click a note > Home > Collect articles from the Web News, research, quotes, etc. OneNote preserves the link back. Right -click in IE >

13 Keep project documents together with your notes Insert > Annotate lecture slide printouts Print presentations, documents, or anything else into OneNote for comments or future reference. Print from any app > Keep key project e- mails together with your notes Send s to OneNote. In Outlook >

14 Link meeting notes and tasks with Outlook Home > In Outlook > Protect sensitive information Bank account information, web site logins, private journal, etc. Right-click section tab > Password Protect Jot a note quickly It goes into your Unfiled Notes section. Hold: + N

15 Brainstorm without distraction View > Handwrite class or meeting notes on a Tablet PC You can even search handwriting, or convert it to text.

16 Section 3 Cool Templates for Coaches Below are examples taken from my Notebooks Colourful templates can brighten up any page My Coach Training A section has been created for each Module Each section has pages for each session within the Module Tables keep everything nice and neat (tables within a table) Overview page has links to each session and includes recommended reading for each Module with pictures Each section has resources attached for quick reference - audio, notes

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18 Example Content for Course or ebook Tables keep everything nice and neat (tables within a table) Allows you to write down all your first thoughts and add or edit as you go Two columns allowing for extra notes for each row Links to webpages Other Pictures and resources added

19 Client Section This section (tab) is password protected Once opened it displays Client Log with links to resources for clients and also their notes and private information Another page is used for my passwords to all my different programs I have signed up for or used in the past All client notes are kept hidden until you want to access them. Links to files also make it easy for access at your fingertips. Also good for putting any passwords in that you may need to remember.

20 Principles & Quotes Page created with lots of different fonts and colours One of many sections in a section group - Powerful Techniques My Interviews Relevant information up the top - Host Pin Code, Guest Pin Code, Login details to Instant Teleseminar, Local Numbers for Australia Link to other local numbers Table created - Client details, timezones Links to their notes Audios added once finished Highlighting

21 Training Calls for NN Tables created (tables within a table) Audios added Links to website Links to Instant Teleseminar recordings Resources added Template for Coaches Notebook Your dreams, challenges & fears

22 Clarifying your perfect customers Let Me Interview You

23 Being Grateful My Treasure Chest (which can be password protected) There are many more but you will need to be on the training calls or purchase my OneNote for Coaches templates yourself