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The Psychology of Excel & PowerPoint

The Project Manager's (PM) Tools of the Trade
(4 reviews)
23 students
Created by


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Platform: Udemy
Video: 1h 47m
Language: English
Next start: On Demand

Table of contents


This  course introduces you to some new and interesting ways to communicate your ideas.  A lot of the work PMs do involve getting things done or moving things along a path to some goal. And the common tools to help get the job done is this duo of Microsoft Office products: Excel & PowerPoint. In most office environments it’s provided as the standard Microsoft Office suite of applications when people get their computers.  These software tools have had spectacularly good outputs and spectacularly bad outputs. Unfortunately, most of the time (if not all of the time) the “bad” instances of the Excel or PowerPoint were not due to the tool, it was due to the use or the user.
This course is going to focus more on what to think about when using these tools rather than how to use some specific part of the tools, even though later it will cover steps on how to use the features of Excel and PowerPoint through a beginning to end example.  This is also not an in depth presentation of what features can do this or that; that will be left up to the hundreds of books and online resources that cover this. It’s meant to give some key ideas and show how the features in each of the applications can perform so you can learn how to use some of the concepts presented in a short amount of time.

The first part of this will cover the “psychology” before you’d start up Excel or PowerPoint, and the second part covers how to do it with an example.

You will learn

✓ Recognize principles for effective communications when using Excel
✓ Recognize principles for effective communications when using PowerPoint
✓ Understand psychological motivators for communications
✓ Recognize examples for better communications


• Basic knowledge of Excel and PowerPoint applications

This course is for

• Beginner to Intermediate Project Management Professionals
Business Analyst at Fortune 100 Company
            I’m a big fan of data crunching, data analysis, effective communication and using a bit of psychology to tell a story. 
            My first introduction to spreadsheets was Excel 95 and I was hooked so I guess I’m a data crunching nerd. I was a casual user until I really needed to use it for data analysis ten years ago. The group I worked for was looking at product failures and trying to convince the engineering teams to change. It was easy…not! But that’s when I discovered Pivot Tables and all those great look-up functions. I could plug in historical data, run it through Excel and make all these fancy charts. Then I actually got an engineering team to add a feature! 
            Of course it wasn’t all data that convinced people to do things. The other side was communication; telling a good story and giving the WIIFM (What’s in it for Me?). I’ve spent a lot of time putting together visual communications using PowerPoint so I guess you can say I’m well versed in that too. Powerpoint is a great tool to tell a story and can definitely influence without too much text (hint: high quality images). 
            Lastly I’m a fan of psychology, especially individual behavior and group dynamics. What makes people tick and how to influence for the greater good.
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Platform: Udemy
Video: 1h 47m
Language: English
Next start: On Demand

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