Course Overview
This practical one-day course teaches delegates how to use Microsoft Forms to collect, manage and analyse information efficiently.
Designed specifically for charities, CICs, community organisations and sole traders, the course focuses on creating surveys, registration forms, volunteer applications, community consultations, feedback forms, needs assessments and service evaluations.
The course focuses on the cloud-based version of Microsoft Forms available through Microsoft 365 and demonstrates how Forms can be integrated with Excel, Teams, SharePoint and Power Automate to support data collection and decision-making.
Who Should Attend?
This course is suitable for:
- CIC founders
- Charity staff
- Community project workers
- Volunteers
- Administrators
- Project coordinators
- Fundraising staff
- Trustees
- Sole traders working in the community sector
What You Will Learn
By the end of the course delegates will be able to:
- Create professional forms and surveys
- Design volunteer and event registration forms
- Create community consultation questionnaires
- Use branching to personalise responses
- Collect and analyse survey data
- Share forms securely
- Export responses to Excel
- Improve data collection processes
- Integrate Forms with other Microsoft 365 applications
Prerequisites
Delegates must:
- Have a Microsoft 365 account
- Have access to Microsoft Forms
- Be able to log in to Microsoft 365
- Have basic keyboard and mouse skills
- Be able to join a Microsoft Teams meeting
No previous Microsoft Forms experience is required.
What Is Included?
- Live trainer-led delivery
- Digital course workbook
- Practical exercises
- Exercise files and templates
- Certificate of attendance
- Post-course reference guide
- Q&A session
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