IT Professional Development (ITPD) course brochure


Welcome to the ITPD course brochure!

Who is the ITPD program for?

Staff, faculty, and grad students! The ITPD program offers courses in technical and computing skills to University employees. Training is delivered through instructor-led workshops, many of the courses are hands-on. Workshops range from basic to advanced skills and include courses for applications, website management, project management and more.

New Microsoft 365 learning and support site available!

Microsoft 365 Learning Pathways is an on-demand, self-service solution designed to provide learning resources and videos for common Microsoft (Office) 365 applications and services including Teams, OneDrive, SharePoint, and more! It also provides quick links to other IT support resources, including the IST Service Desk and Knowledge Base. The Learning Pathways site is available to all employees and students.

ITPD course schedule

Course

Date

Location

Time

Project Risk Management

November 8th

online via Teams

1:30 - 4:00 p.m.

Introduction to Microsoft Bookings

November 10th

online via Teams

10:00 a.m. - 11:00 p.m.

Introduction to Project Management

November 14th and 15th

online via Teams

2:00 - 4:00 p.m. both days

Project Planning

December 12th and 13th

online via Teams

1:30 - 3:30 p.m. both days


How to register for an ITPD course

Don’t see the course you’re interested in? Check out other online training opportunities that are always available.

Contact us for requests or to discuss options for courses for groups or departments.


Course registration

Register through Workday

Note: You do not receive a reminder email through Workday. Instead, you can go to the course offering for which you are registered, and select Add to Calendar from the bottom menu (where it says Enroll).

Facilities

*currently all ITPD courses are offered online

 

Before you attend a course

Review this information to learn more about what to expect during the ITPD course, including

  • Course delivery

  • Technical requirements

  • Course registration details

  • Tips to ensure a great experience

Cancellation policy

As a result of the University's current work from home model, the standard $75 fee charged to departments when a participant does not show up to a course they are registered for will be temporarily suspended for the upcoming term.

Participants should still cancel their attendance through the Workday registration system whenever possible.

NOTE: Being unable to attend due to family emergencies, illness, or inclement weather override this policy. Simply let us know if you cannot make or missed a course due to these reasons. Contact itpd@uwaterloo.ca.

HOW T

Registered for an ITPD course but can no longer attend? Drop the course!
As a result of the University's current work from home model, the standard $75 fee charged to departments when a participant does not show up to a course they are registered for will be temporarily suspended for the upcoming term. Participants should still cancel their attendance through the Workday registration system whenever possible.

Handouts

If you would like a printed handout for your presentation-style course (i.e., in Mathematics and Computing Building (MC) room 2009), you need to print your own copy and/or download it before the class. Attendees will be emailed a reminder and the link to the materials two business days before the course. Course handouts are available on the ITPD SharePoint site.


Other online training opportunities

LinkedIn Learning

LINKEDIN LEARNING

All University of Waterloo staff, faculty and students have free, round the clock access to the LinkedIn Learning online learning platform using their UW username and password. LinkedIn Learning provides unlimited access to over 6,000 online courses, taught by industry experts, ranging from business and photography to software development and design.

M365 Learning Pathways

M365 LEARNING PATHWAYS

M365 Learning Pathways is an on-demand, self-service solution designed to provide learning resources and videos for common Microsoft (Office) 365 applications and services including Teams, OneDrive, SharePoint, and more! It also provides quick links to other IT support resources, including the IST Service Desk and Knowledge Base.

 

WCMS course availability through Learn

Did you know? You can self-register for our WCMS courses via LEARN. Please see the course descriptions for WCMS online course offerings:

Microsoft Teams online courses

IST has hosted online training sessions on Working Remotely with Microsoft Teams. To view recordings of these sessions, visit the IST Knowledge Base.

WebEx

IST has hosted online training for WebEx, with a focus on meetings and webinars. To view a recording of this session, visit the IT Professional Development Advisory Group (PDAG) website.

Intro to OneNote

OneNote is a note-taking app that allows you to brainstorm, save ideas, and create notes, all in one place. Organize all your content using one app, take ‘free-form’ notes to structure information the way you want to, and share your work easily with others! This course will go over the basic functions of OneNote and how it can be used effectively as a productivity tool. View the recorded seminar.

Microsoft Stream

Microsoft Stream is an enterprise video management and sharing service with which people in an organization can securely upload, view, organize and share videos. It allows users to connect, collaborate, learn and share information through a video format. View the recorded seminar.

Working remotely efficiently and securely

An overview of recommended applications and practices to work remotely in an efficient and secure manner. Topics include Microsoft Office 365, especially OneDrive and MS Teams, as well as securing your home network and computer, secure meetings, and working with secure data. View the recorded seminar.

PowerPoint training (LinkedIn Learning)

Learn how to use Microsoft PowerPoint for Microsoft 365  to quickly create, edit, and share professional-looking presentations. 

Excel training (LinkedIn Learning)

Learn how to use Excel to enter and organize data, perform calculations with simple functions, and format the appearance of rows, columns, cells, and data.

Outlook & Bookings

Microsoft Outlook is the desktop email client that comes with Microsoft 365. This session will show some tips and tricks to get the most out of Outlook. 

Microsoft Bookings is an appointment booking app, part of Microsoft 365. Bookings allows users to set up calendars and manage availability for themselves or a group so that others can book appointments with them efficiently. View the recorded seminar.

Working from home securely

Information Security Services staff discuss what they have learned over the last year about the working from home (WFH) computing security landscape. Terry will demonstrate the latest techniques to keep your home-based computer and data safe and offer a few thoughts on making the WFH computing experience better. View the recorded seminar.

SharePoint Online | Basics

This course is intended to be a general overview of SP Online and is not intended to provide in-depth instructions on Site maintenance and management. The goal of this course is to introduce attendees to the platform and provide some examples of how the technology can help in workflow and business processes. View the recorded training session.

Power BI

Power BI is a collection of software services, apps, and connectors that work together to turn your unrelated sources of data into coherent, visually immersive, and interactive reports and dashboards. Your data may be an Excel spreadsheet, or a collection of cloud-based and on-premises systems and databases. Power BI lets you connect to your data sources, visualize and discover what's important, and share that with anyone or everyone you want. At the University of Waterloo we use Power BI to enable departments to handle their operational and analytical reporting. To learn more, read this Microsoft Power BI documentation.

 

 

 


Course descriptions

Workshops range from the basic to advanced skills and include courses for applications, website management, project management and more.

UW It Resources & Working Remotely

This course will help employees familiarize themselves with information ranging from employee computer accounts, workstation set up and security,  IT support, dealing with spam/phishing, computing software, available training, and more. This course will provide a good start to learning about IT at uWaterloo. We will also spend time reviewing working remotely.

Pre-requisite: None

Instructor: Barb Yantha, Information Systems & Technology

Web Analytics for Marketing and Communications

Looking to see how Google Analytics can further your marketing and communications efforts? This course will introduce you to how Google Analytics is integrated with our WCMS website and the importance of measurement and our measurement framework. We will then dive into how Google Analytics can support your decision-making about marketing and communications tactics. We will finish with a discussion on reporting strategy and some sample reporting you can use in your role.

Prerequisites: Access to an existing Google Analytics account and a working knowledge of Google Analytics. Please check out the Google Analytics Academy for introductory online courses to learn more about this tool.

InstructorTom Graham, Manager, Web Strategy, Marketing and Strategic Initiatives


Writing for the Web

Do you create or modify website content? Learn how to write content that meets your audience's needs, clearly communicates your message, and achieves accessibility requirements.

Pre-requisite: None

Instructor: Iva Badjari, Associate Director, Digital Communications

Select the Microsoft application you would like to learn more about:

Bookings | Excel | OneDrive |  OneNote | Microsoft 365 | Outlook | Power BI | PowerPoint | SharePoint | Teams | Word


Bookings

Introduction to Microsoft Bookings

Microsoft Bookings is a scheduling tool that enables others to book appointments with you or your team. This course will provide an overview of Bookings, common uses across campus, how to set up a Bookings calendar, and how to manage appointments.

This course will be held online via Microsoft Teams.

Pre-requisite: None

Instructor: Cassie Bechard, Information Systems & Technology


Excel

Excel 1: Getting Started

Want to get started with the basics? In this hands-on two half-day course you will learn the parts of the worksheet, using calculations and functions, creating charts, and more. The lab has Microsoft Excel 2016 Windows although Excel Mac users may benefit as well.

Pre-requisite: None

Instructor:


Excel 2: Fundamentals

Now that you have mastered the Excel basics, it's time to learn more! Some of the features we will cover include: sorting and filtering, counting cells, viewing spreadsheets, and an introduction to macros.

The lab has Microsoft Excel 2016 Windows although Excel Mac users may benefit as well.

Pre-requisite: Excel 1 or equivalent Excel experience

Instructor:


Excel 3: Expand Your Skills

Content for this course has been derived from suggestions/questions put forth from members of the University community and will include:

  • An introduction to pivot tables. How to create and use a pivot table (managing, sorting, filtering, applying rules and more).

  • Create charts from a pivot table.

  • Using sparklines and slicers in tables and pivot tables.

  • Using VLOOKUP with tables to find exact or approximate values

  • Introduction to What-If Analysis and Goal Seek

  • Use text to speech features of Excel.

Pre-requisite: Excel 1 or 2 or equivalent experience recommended

InstructorReg Leland, Information Systems & Technology


OneDrive

Working with OneDrive for Business

This course will provide an overview of OneDrive for Business and how you can use OneDrive in your everyday work environment. OneDrive is the storage technology associated with our campus-approved and implemented Microsoft 365 service.

The course will also provide a quick summary of OneDrive, how to access OneDrive on Windows, MacOS, Android and iOS along with a tour of the important components.  This course will provide a more in-depth exploration for working with OneDrive in Windows 10, and with key Microsoft 365 applications such as Word and Outlook.

Pre-requisite: None

InstructorStephen Markan and Mike Huynh, Information Systems & Technology


OneNote

Intro to OneNote

OneNote is a note-taking app that allows you to brainstorm, save ideas, and create notes all in one place. Organize all your content using one app, take ‘free-form’ notes to structure information the way you want to, and share your work easily with others! This course will go over the basic functions of OneNote and how it can be used effectively as a productivity tool.

Pre-requisite: None

Instructor:


Microsoft 365 (M365)

M365 Overview

An introduction and tour of your uwaterloo Microsoft Office 365 account.

Building awareness around the privileges provided with your Office account with examples of the many ways faculty staff or students can access the Microsoft 365 productivity and collaboration tools. Accessing your Microsoft hosted account through the Office web interface and quick demonstrations of a few common desktop apps like Outlook, Word, OneDrive, and Teams.

Pre-requisite: None

Instructor: Keith Peck and Stephen Markan, Information Syste,s & Technology


Using M365 Collaboration Platforms: OneDrive/Teams/SharePoint

This course will provide an overview of the collaboration tools available for sharing files with both internal and external collaborators.
The course will cover why to choose which platform to use for collaboration and how to manage sharing and set permissions.

This will be a 60-minute course with 40 minutes of slides and a demo with 20 minutes available for questions and investigating your specific needs.

Instructor: Stephen Markan, Information Systems & Technology


Outlook

Outlook Tips and Tricks

Microsoft Exchange (Connect) is the platform used for on-campus email. In this seminar, you will learn some helpful tips and tricks to navigate through Outlook 2016. From basic functions to Microsoft integrations, you will be shown a variety of tools to make email easier.

Pre-requisite: None

InstructorEmily Goodwin, Information Systems & Technology


Power BI

Introduction to Microsoft Power BI Reports and Analytics platform

Power BI is a collection of software services, apps, and connectors that work together to turn your unrelated sources of data into coherent, visually immersive, and interactive reports and dashboards. Your data may be an Excel spreadsheet, or a collection of cloud-based and on-premises systems and databases. Power BI lets you connect to your data sources, visualize and discover what's important, and share that with anyone or everyone you want. At the University of Waterloo we use Power BI to enable departments to handle their operational and analytical reporting. The purpose of this workshop is to walk you through key areas of the service, and describe the usage scenarios and benefits as a consumer, author, or data steward.

Prerquisite: What is Power BI?

Instructor: Sergey Bobkin and Joel Hartrick, Information Systems & Technology



PowerPoint

Intro to PowerPoint

Microsoft PowerPoint is an electronic program that enables you to create an organized and helpful visual aid for your presentations or to include additional audio and graphical content for your audience. This course begins by introducing you to the basics many people overlook, important resources, and a hands-on approach to assist you with learning how to create a professional slide show.

Pre-requisite: None

InstructorKeith Peck, Information Systems & Technology


SharePoint

Custom Lists in SharePoint

This advanced course will show you how to use SharePoint as a data-gathering tool by creating your own custom lists for purposes such as event sign-ups or tracking inventory. With a combination of hands-on practice and instructor-led discussion, you will learn processes, techniques and best practices - everything you will need to know to get started on your own projects.

Pre-requisite: Introduction to SharePoint or experience using SharePoint and a good understanding of SharePoint roles and permissions.


SharePoint for Windows/Office

This general course provides an overview of using SharePoint on a Windows desktop. This hands-on course will focus on integrating SharePoint with Windows 10 and Office ProPlus with a number of tips and tricks to make accessing files stored on SharePoint easier.

Pre-requisite: Experience with SharePoint and familiarity with both MS Office, and Windows 10. MacOS users will find some of the topics do not work for Apple devices.

InstructorStephen Markan, Information Systems & Technology


Managing and Configuring SharePoint Sites

As a SharePoint site manager, you control who can and cannot see your SharePoint site, and the items in your SharePoint site. Most often we use the default SharePoint groups: Owners, Members, and Visitors. Generally, those default groups work well for most sites.

This course will provide a broad overview of the features and settings you can add to your SharePoint site, some considerations for site flow and navigation, and focus on managing SharePoint Groups and permission levels when you need to restrict access to content. A SharePoint site can contain specific lists, libraries, folders, etc. containing sensitive data that may require extra security.

Pre-requisite: This course is designed for SharePoint users who have FULL CONTROL permissions on a SharePoint site as a Site Administrator or a SharePoint Site Owner.

InstructorStephen Markan, Information Systems & Technology


SharePoint Online -  Basics

This course will cover:

  1. A brief overview of what is new in SharePoint Online in comparison to SharePoint 2016

  2. An overview of how to access and use SharePoint Online

  3. Why choose SharePoint Online instead of Teams?

  4. A short introduction to collaboration and sharing in SP Online via Document Libraries, Understanding Permissions, and some general tips on how to organize and structure your sites and site content.

This course is intended to be a general overview of SP Online and is not intended to provide in-depth instructions on Site maintenance and management. The goal of this course is to introduce attendees to the platform and provide some examples of how the technology can help in workflow and business processes.

Prerequisite:  None.

InstructorHeather WeyHoang Huynh,  Information Systems & Technology


SharePoint Permissions

Access to SharePoint is managed by Site Owners via SharePoint Permissions groups. This course will provide an overview of the following SharePoint concepts
Permissions:

  • Default groups and permissions inheritance

    What are permission levels (Ful Control, Edit, Contribute, Read)

    How do I view permissions for users and groups?

    Assign permissions to accounts (internal and external users)

    Create new SharePoint permissions groups

    Break permission inheritance on an item (Library; Folder; File)

    Inherit permissions for an item

    Remove user permissions

This course will be offered on Microsoft Teams.

Prerequisite:  This course is designed for SharePoint Site Owners and Managers who have FULL CONTROL permissions on a SharePoint site. General SharePoint users are welcome to attend, and should understand they may not be able to apply these concepts to their own sites.

InstructorStephen Markan, Information Systems & Technology


Managing Shared Files and Folders from SharePoint Online

The files stored in a SharePoint site are available to everyone with permissions to the site, but how do you share specific files or folders with people who don't otherwise have access to the site? When you share files and folders, you can decide whether to let people edit or just view them.

This course will review

  • SharePoint Site Permissions management

  • Show how you can see who a SharePoint file is shared with

  • How to stop sharing SharePoint files or folders,

  • How to change permissions, at any time.

Prerequisite: Basic understanding of Microsoft 365 and familiarity with the SharePoint Online Site Administration interface. You should have permissions management rights on a SharePoint Online site to allow you to apply the concepts shared.

Instructor: Stephen Markan, Information Systems & Technology


Teams

Introduction to Microsoft Teams

Microsoft Teams is now available on campus! Teams is a collaboration tool that brings group chat, file sharing, and much more together in one place. This course will cover what Teams is, what it is capable of, and how to use Teams effectively in your group and have hands-on examples of how to use Teams.

Instructors


Using M365 Collaboration Platforms: OneDrive/Teams/SharePoint

This course will provide an overview of the collaboration tools available for sharing files with both internal and external collaborators.
The course will cover why to choose which platform to use for collaboration and how to manage sharing and set permissions.

This will be a 60-minute course with 40 minutes of slides and a demo with 20 minutes available for questions and investigating your specific needs.

Instructor: Stephen Markan, Information Systems & Technology


Word

Word for Long Documents

Are your Word documents larger than a page or two? A long document requires formatting techniques not needed in smaller documents. The following topics will be covered in this course:

  • Using Styles

  • Numbering headings, including legal style numbering (2.1, 2.2)

  • Numbering other document components (tables, figures)

  • Adding captions to document components

  • Footnotes and endnotes

  • Bookmarking text

  • Creating cross-references to headings, tables, figures, etc.

  • Using Outline view

  • Creating a table of contents

  • Creating a list of figures or tables

  • Page numbering/headers and footers

  • Using a template

  • Making the document more accessible

  • Converting the document to PDF format

Note: This course is being taught using Word 2016 but the concepts apply to Word 2013 and Mac Word as well.

Pre-requisite: comfort level with Word basics.

InstructorCassie Bechard, Information Systems & Technology


Creating Accessible Documents

This course will provide you with the knowledge and skills needed to create accessible documents. Through hands-on activities and lecture material, you will be able to make Microsoft Word, PowerPoint, and Excel documents, as well as PDFs accessible – therefore contributing towards the University of Waterloo’s commitment in achieving accessibility, and complying with the Accessibility for Ontarians with Disabilities Act (AODA).

Notes: This course does not cover creating accessible PDFs in Adobe Acrobat Pro, and it is highly recommended that participants have: (1) previous experience working with Microsoft Word, and (2) completed Introduction to Web Accessibility.

InstructorsCassie Bechard and Heather Wey, Information Systems & Technology

Introduction to APIs

Applications Programming Interfaces (APIs)

What are APIs and why do I want one? What is this open data initiative all about? This course provides an introductory look into APIs, what they are, why they are useful, and how they are being used at the University of Waterloo. Many software products already have an API. This course will cover some of the tools needed to fully utilize those features.

Pre-requisite: None

Instructor:

Intro to Project Management

The purpose of this course is to provide an introductory overview of what project management is and is not, an appreciation of why project management is important, and to discuss some of the tools used to support different phases of project management.  In this interactive workshop, participants will complete activities designed to make the course practical and engaging. This course is meant for those who want to learn more about what project management is about or learn what to expect when participating on projects.  This workshop does not offer PDUs towards project management certification and is not meant to replace the more in-depth courses offered through CEL.

Pre-requisite: None

InstructorsWendy Hague, Information Systems & Technology


Creating a Project Charter

This session covers Project Initiation primarily as a workshop structured around the development of a project charter.   Participants will work through defining the components of a charter using a series of questions to develop the recommended content for each. The project kickoff meeting will be discussed in the context of the charters developed.  Participants are asked to bring a project idea to work on for the session.

Pre-requisite: It is highly recommended that participants take Introduction to Project Management prior to this workshop.

InstructorsTara Hillis, Information Systems & Technology


Project Risk Management

This session covers risk management from the project perspective and in the context of the University. Participants will learn the steps to managing risk. University risk-related policies will be discussed as well as institutional risks. This interactive session will answer your risk-related questions and may lead you to take a new perspective on risk.

Pre-requisite: It is highly recommended that participants take Introduction to Project Management prior to this workshop.

InstructorsTara HillisWendy Hague, Information Systems & Technology and Alice Raynard, Secretariat.

Visit the Project & Portfolio Management Community of Practice site if you are interested in learning more about project management on campus.


Project Planning

This project planning workshop is focused on developing a project schedule from a project charter. This workshop is for those interested in learning and developing basic-level project planning skills. 

The workshop will be delivered via Teams. 

Learning Objectives: 

  • Why do we do project planning? 

  • What is project planning? 

  • When do we do project planning? 

  • Some tools and techniques for developing a schedule 

  • Additional resources and tools to learn more 

This course will be offered online via Microsoft Teams.

Prerequisite: It is preferable that attendees have participants have attended the Introduction to Project Management workshop.

Instructors: Connie van Oostveen, Wendy Hague, Information Systems & Technology

RT4 for Requestors

The Request Tracker (RT) system on campus has been upgraded to version 4.2 (RT4). This course will describe what’s new in RT4 for requestors, including new request forms. There will also be time for questions.

Pre-requisite: None


RT4 for RT Issue Solvers

The Request Tracker (RT) system on campus has been upgraded to version 4.2 (RT4). This course will describe what’s new in RT4, provide an overview of existing and new functionality and also introduce you to the new RT4 knowledge base called ‘Articles’.

Pre-requisite: You currently use the campus RT system to take, edit, update and resolve tickets.

WCMS for Content Maintainers

This hands-on course for content maintainers will provide an overview of the main features of the Waterloo Content Management System (WCMS) including creating new content, editing content, uploading and adding images and documents, submitting drafts for review, reviewing drafts, publishing and managing content.

Note: two half-day course.

Pre-requisite: None

InstructorSarah Cooper, WCMS Training & Support, Information Systems & Technology


WCMS for Content Maintainers [LEARN]

WCMS for Content Maintainers is also available online via LEARN!

In this hands-on course you will work through modules at your own pace to complete activities that teach you how to create and edit content within the Waterloo Content Management System. This option requires the successful completion of quizzes and a final test in order to receive course credit.

Note: Self registration available in LEARN.

Pre-requisite: None


WCMS for Site Managers

This hands-on course for Site Managers will provide an overview of site manager specific tasks and functionality in the Waterloo Content Management System (WCMS) including creating site-wide content (promotional items, footers, etc.), managing user access and site permissions, adding Google analytics tracking, managing redirects, and managing workflow.

Pre-requisite: WCMS for Content Maintainers

InstructorSarah White, WCMS Training & Support, Information Systems & Technology


WCMS for Site Managers [LEARN]

WCMS for Site Managers is also available online via LEARN!

In this hands-on course you will work through modules at your own pace to complete activities that will provide you with a review of Content Maintainers (SEW099), an overview of site manager responsibilities, content types, new Dashboard features, managing user access and site permissions, as well as reporting options. This option requires the successful completion of quizzes in order to receive course credit.

Pre-requisite: WCMS for Content Maintainers

Note: Self registration available in LEARN.


WCMS Web Form Creation

In this hands-on course we introduce the WCMS form features and guide you through creating a form, adding form components, configuring email options, and using conditionals and form validation. We'll also talk about security and privacy concerns with collecting data and how you can decide what to collect.

Pre-requisite: WCMS for Content Maintainers

InstructorSarah White, WCMS Training & Support, Information Systems & Technology


WCMS Web Form Creation [LEARN]

WCMS Web Form Creation is also available online via LEARN!

In this hands-on course you will work through modules at your own pace to complete activities that will introduce you to Web form creation, including requirements, components, email configurations, as well as conditionals and validation rules. This option requires the successful completion of quizzes in order to receive course credit.

Pre-requisite: WCMS for Content Maintainers [SEW099 or LEARN]

Note: Self registration available in LEARN.


WCMS 3 Fundamentals

Everyone who will be creating/editing content on a WCMS 3 website is required to complete this course. 
This hands-on course for site maintainers will provide an overview of the main features of WCMS 3 including creating new content, editing content, uploading and adding images and documents, submitting drafts for review, reviewing drafts, publishing and managing content. 

See the WCMS 3 Fundamentals course page for more instructions.

Note: Self registration available in LEARN.

Introduction to Web Accessibility

What does it mean for a website to be accessible? Your role as a content writer or editor is very important. This presentation will help you understand why accessibility is important and what is needed to make your website accessible. You will learn about the new Accessibility for Ontarians with Disabilities Act (AODA) and the resources available.

Pre-requisite: None

Instructor


Creating Accessible Tables

This hands-on course will begin with a review of the HyperText Markup Language (HTML) markup used to create simple tables. We will then explore the features of HTML used to create more complex and accessible tables. Feel free to bring a sample table to work on during this course. No carpentry tools are required!

Pre-requisite: Introduction to Web Accessibility [SEW026]

Instructor