Software Training Services

The Vendor is required to provide for professional services to provide in-person comprehensive training services for City staff on currently owned software systems.
-The City functions as a contract city and has eighteen dedicated employees.
- The training services will focus on Microsoft 365 applications, Asana, Adobe Acrobat Pro, and, optionally, Bluebeam.
- Consultant will design and deliver in-person training sessions supplemented by both in-person and online training materials
- Microsoft 365:
1. SharePoint
• Document management best practices
• Uploading, saving, organizing, and sharing files
• Version control, collaboration features, and file recovery
• Navigation of team sites and libraries
• Understanding when to use SharePoint in a web browser versus desktop applications for creating, viewing, and editing documents
• Differences in functionality, collaboration features, and limitations between browser-based and desktop workflows
2. Microsoft Teams
• Overview of Microsoft Teams interface and core features
• Navigating teams, channels, and tabs
• Chat functionality (one-on-one and group messaging)
• Participating in virtual meetings
• File sharing and document collaboration within Teams
• Integration with other Microsoft 365 applications (e.g., Outlook, SharePoint, OneDrive)
• Managing notifications and personal settings
• Basic troubleshooting and user tips for improving efficiency
3. Microsoft Outlook
• Overview of Outlook interface and features
• Using folders, categories, and flags
• Creating and managing email rules
• Setting up and modifying email signatures
• Setting out-of-office (automatic replies)
• Calendar management and scheduling
• Email organization and productivity tips
• Creating and managing tasks
• Integration with Microsoft Teams and OneDrive
• Keyboard shortcuts and time-saving features
4. Microsoft PowerPoint
• Creating and formatting slides (e.g. slide deck from a standard template)
• Applying themes and layouts
• Structuring presentations for clarity and impact
• Using bullet points effectively
• Incorporating charts, tables, and diagrams
• Inserting visuals (images, charts, graphics and reuse slides)
• Best practices for effective presentations
• Sharing presentations and managing permissions
• Using Presenter View and speaker notes
• Tips for improving efficiency and presentation quality
• Exporting to PDF and other formats
5. Microsoft Excel (Intermediate Level)
• Data organization and formatting
• Use of formulas and functions (e.g., VLOOKUP/XLOOKUP, IF statements)
• Sorting, filtering, and basic data analysis
• Creation of charts and tables (e.g., pivot tables, pivot charts)
• Freezing panes, splitting windows, and navigation techniques
• Creating and customizing charts (bar, line, pie, etc.)
• Formatting charts for presentations
• Formatting cells, tables, and ranges
• Keyboard shortcuts and time-saving techniques
6. Microsoft OneDrive
• Overview of OneDrive and its role within Microsoft 365
• Uploading, saving, and organizing files and folders
• Syncing OneDrive with desktop applications and local devices
• Accessing files via web browser versus desktop/file explorer
• Sharing files and folders (internal and external users)
• Managing permissions and access controls
• Version control, collaboration features, and file recovery
• Integration with Microsoft Teams, SharePoint, and Office applications
• Best practices for file naming, organization, and storage
• Data security considerations and responsible file sharing
• Troubleshooting common issues and user tips for efficiency
7. Asana
• Overview of Asana interface and core features
• Creating and managing projects, tasks, and subtasks
• Assigning tasks, setting due dates, and tracking progress
• Using different project views (list, board, timeline, calendar)
• Collaboration tools (comments, @mentions, file attachments)
• Managing notifications and inbox settings
• Creating templates for recurring workflows
• Reporting and tracking project status
• Integration with other tools (e.g., Outlook, Teams, OneDrive)
• Best practices for project organization and team collaboration
• Troubleshooting and productivity tips
8. Adobe Acrobat Pro
• Overview of Acrobat Pro interface and tools
• Creating PDFs from various file types
• Editing PDF text, images, and layout
• Combining, splitting, and organizing PDF documents
• Adding comments, annotations, and markups
• Creating and managing fillable forms
• Applying electronic signatures and requesting signatures
• Converting PDFs to Word, Excel, and other formats
• Redaction of sensitive information
• Applying security settings and permissions
• Optimizing file size and preparing documents for sharing
• Accessibility basics for PDFs
• Best practices for document management and workflows
• Troubleshooting common issues
9. Blue Beam (consultant/vendor optional response)
• Overview of Bluebeam Revu interface and navigation
• Opening, viewing, and managing PDF drawings and documents
• Creating and using markups (text, shapes, measurements, callouts)
• Using tool sets and custom toolboxes
• Measuring tools (length, area, volume) for plan review
• Managing layers and markups lists
• Collaboration using Bluebeam Studio (Sessions and Projects)
• Document comparison and overlay tools
• Stamps and status tracking
• Managing and organizing large plan sets
• Best practices for document review workflows
• Exporting markups and reports
• Troubleshooting and efficiency tips.