Microsoft Visio Essentials

This one-day training course has been designed to give you all the basics of Visio, so you can start mapping process flow diagrams and creating organisation charts, network diagrams and scaled diagrams (such as room layouts). By the end of the day you will be able to set up, populate, layout, print and export a Visio diagram, and you will be able to create multiple pages with links between them.

Course Overview

Learn to create clear, professional diagrams and visual workflows with Microsoft Visio. This hands-on course introduces the essentials so you can communicate complex information with clarity and confidence.

This course is only available for private bookings, either for groups or as a one-to-one, held online via Zoom or in the classroom. Please get in touch for availability.

 

Why take this course?

  • Understand the core functions of Microsoft Visio
  • Create organisational charts, process flows and more
  • Learn to structure diagrams effectively and work with templates
  • Ideal for anyone who needs to present information visually

 

 

Who is this course for?

This course is perfect for beginners or those with limited experience in Visio who want to create smart diagrams that bring structure to complex ideas.

Duration

1 day

Classroom size

8 approx.

Location

Online or Classroom

Certificate

1 Certification

Experience

Beginner

What you will learn

  • Open templates and stencils
  • Understand the layout of the drawing window and how to zoom
  • Format shapes and text
  • Use foreground and background pages to produce consistent layouts
  • Connect shapes using connector tools
  • Create basic flowcharts, process flowcharts and organisation charts
  • Create hyperlinks between pages and save your drawings for use on an intranet or internet

Course Timetable

This course will be taught in the latest version of the software. We can train this in older versions if needed – please get in touch for more information and availability.

Session 1 — Creating a simple drawing

  • Getting around Visio
  • Drawings, stencils and templates
  • Finding shapes
  • Working with shapes
  • Zooming, panning and moving around a drawing
  • Grids and rulers
  • Working with text

Session 2 — Using multiple links and pages

  • Inserting, deleting, copying and naming pages
  • Creating a page to be used as a background
  • Applying background pages to other drawings

Session 3 — Using flowchart shapes

  • Connecting shapes together
  • Connector tools – point to point and shape to shape
  • Align and distribute
  • Saving a drawing for use outside of Visio

Session 4 — Using guides

  • Creating an organisation chart on one or more pages
  • Formatting parts of an organisation chart
  • Saving a drawing for the web or an intranet

Ready to take the next step?

We are here to help!

This course is only available as a one-to-one or private group booking.

For pricing and availability, send us a message using the form, leave us a message on 020 7375 7300, or speak to an Account Manager straight away using our Live Chat service in the bottom right of your screen!

Testimonials From Happy Learners

Looking for Private Group Training?

If you have three or more learners, a private group training could be cheaper.

We can tailor the content to your team, and host the training remotely, at your workplace or here at Happy’s HQ in Aldgate, Central London.

The Happy guarantee

We want everyone to go away from our courses feeling as though they have learnt useful, practical skills that they can use straight away when they go back to work.

If you don’t feel that your training has been useful or if you are unhappy in any way, please get in touch with our Customer Services team within 30 days of the course.

We will be happy to offer you additional support and training free of charge to help you to gain the skills you need, or if you’d prefer, a full refund.

Why Choose happy?

Because Happiness Works

Joy leads to success, every time,

Expert-Led & Hands-On

Our award-winning training isn’t just theoretical. It’s packed with practical tools you can use straight away.

B Corp Certified & Proud

We don’t just talk about impact — we live it. As a B Corp, we’re committed to making workplaces better for everyone.

Classroom or live online learning available

Both available for public and private dates.

The small print

For Live Online Interactive Learning sessions (webinars)

The course will run remotely for a full day consisting of three 90-minute live online sessions with independent work in between. 

All learners will need to install Zoom on their machines. Full technical requirements are on the Zoom website. Your link will be included in your joining instructions once you have booked your place — if you haven’t received this email then please contact our team.

Learners should log into the session 10 minutes before the start time to ensure that they have downloaded and set up Zoom correctly. The course will start precisely on time and it may not be possible to go back over material missed by late arrivals. Unfortunately you will be asked to leave and attend a different day if you arrive more than 15 minutes late for online sessions, and more than 30 minutes late for classroom sessions.

Please ensure you read our Terms and Conditions before booking for our payment terms and cancellation policy.

For classroom sessions

All public classroom sessions take place at Happy’s HQ in London at Robert Dolan House, 9 Alie Street, London E1 8DE. Please see our Contact Us page for full directions and a PDF map.

The course will run from 10am to 4:45pm (lunch is served 1pm to 1:45pm — we offer a choice of 3 cold bowl dishes). Please be careful to arrive by 9:45am for registration and refreshments. The course will start precisely on time and it may not be possible to go back over material missed by late arrivals. If you arrive over 30 minutes late you may be asked to leave and attend another day.

Please ensure you read our Terms and Conditions before booking for our payment terms and cancellation policy.

FAQs

What if I have a Mac?

If you are a Mac user, please let us know when booking. If the course is held in the classroom at Happy, the training is held on PCs so we recommend that you bring your Macbook with you (we are not able to provide an additional monitor). For online training, please let us know when booking and you can use your Mac as normal. We provide a PDF with shortcuts for Mac users and your trainer will refer to this throughout the training.