Home | Syllabus |Class Sessions | CourseWork | Grading | Blackboard

Word Assignments 1 & 2
 MS Office 2007

Business 5 - Print and read these instructions before beginning.
Word Exercises (100 points)
Revised 1/9/08

Many of the following exercises would be too "gaudy" and busy to truly be business documents. The purpose is for you to learn some of the components of the Word program that you may not already know. From past experience, these exercises take more time than you think so, a word to the wise, start early; you can always submit them early but you cannot submit them late.

Place your name and Business 5 on all exercises by using the AutoCorrect function that enables you to enter a code (2-3 characters) for your name and 2-3 characters for the class name - the program replaces these code letters with your full name and class name. Add these two pieces of information to all documents if they are not already included in your document. This should be done even if the document has your name in a header or footer. Be aware that if you are using these programs for work, other classes, etc. you should perhaps delete these codes from your dictionary because the codes will automatically correct data for ALL the programs in Office, causing errors on your other files. MS Office Button > Word Options > Proofing > Autocorrect Options

NOTE: In the video Cheryl demonstrates using the AutoCorrect function by using B5 for my code for Business 5. This creates a problem in Excel because B5 is a cell reference;She said she didn't think about this when she created the Word video. Therefore use a code such as bu (not bus because you may use bus in a document, could use bs but hope that is not your "opinion" of this class!!)

There are two exercises with five parts each. Each part should begin on a new page and the page set-up should pertain to that page forward (not the previous parts); you should end up with only two files. Many of the examples are in a text box. This is to separate the examples from the instructions and are not part of the exercises. Also, your work will not look exactly like the sample shown. The samples have NOT been created in Word, so they will look different from your documents. For example, the sentences do not have to line up in the same manner as the example; some of the tab exercises are in table format but you should put them in tab format; the footnotes will look different. Follow the instructions. The objective is to fulfill the spirit of the exercise. NOTE: Do not create these exercises in Webpage format; view it in normal or print format.

When ready to submit the first exercise, complete the following (be sure you are ready because once you submit your file you cannot retrieve it and/or submit a second try):

  1. Go to Blackboard, click on the Assignments tool on the course menu.
  2. Click on the Word Exercise 1 link, click on the Add Attachments button in the Submission section.
  3. Click on the My Computer icon, browse and select your file for Exercise 1. Once you select your file, you should see your file name below the Add Attachment button.
  4. Add any comments you might want.
  5. Be certain you are "happy" with your work and have attached your file because you cannot resubmit.
  6. If you want to remove a file, click on the Remove file button to the right of your file name and upload your correct file.
  7. Click the Submit button; OK.
  8. You will see that you were successful.
  9. Do the same for Word Exercise 2.
  10. If you make a mistake, please let me know asap.
  11. See the CourseWork page at my website for the Due Date. Late assignments will be accepted as half off.
  12. Once your exercises have been graded, you can see how many points you earned in the My Grades links.
 

Exercise 1-1 See video Word 1-1 | Guidelines to Print

  1. Use the Insert > date and time command to place the current date and the current time on the letter. Make sure the Update Automatically box is checked. Test to make sure it is working by selecting the time and pressing the F9 key. Also test this function by opening it another day to see if it is updated.
  2. Key in the letter as it appears below as Exercise 1 Example.
  3. Use Auto Text to insert the closing (Yours truly,). (Not the same in MS07? use AutoCorrect or add an AutoText icon to the Quick Access toolbar or use Insert > QuickParts on the Ribbon)
  4. Press [Enter] four times before entering your name (three blank lines).
  5. Enter the code for your name. If you have set the AutoCorrect function appropriately, your name should be entered by the program. Do the same for Business 5.
  6. Do NOT have a box/border around it - make it look like a letter.

Exercise 1-1 Example

February 2, 2005 (use the current date)
3:55 PM (use the current time)


Nina A. Willcox
XYZ Corporation
6500 Soquel Drive
Aptos, CA 95003

Dear Ms. Willcox:

I enjoyed my visit to XYZ Corporation and our discussion regarding the innovations in management theory. Of course, I am still very much interested in presenting the Total Quality Management seminar. I have enclosed the following documents for your approval:

A Perception of Leadership
Managerial Recognition of the Informal Organization

Enclosed is a copy of my current resume, as you requested.

Yours truly,



[Your Name]
[Business 5]

6. Save the letter on your disk with a name such as Word 1.
7. Make the following changes to the first paragraph:

a. Insert the word ", as proposed." after the word "seminar".
b. Delete the words "Of course," in the same sentence.

8. Replace the last paragraph with the following paragraph after the listed documents:

Also enclosed is a current resume along with a breakdown of proposed expenses and fees . If these meet with your approval, and you are in agreement, we can finalize the date for the seminar.

9. Using the drag-and-drop method, rearrange the first sentence of this inserted paragraph to read - Also enclosed is a breakdown of proposed expenses and fees along with a current resume.
11. Change the font (typeface) of the new paragraph to something other than Times New Roman (woudn't really do this in a true business letter).
12. Bold "Nina A. Willcox" and both references to "XYZ Corporation" AT ONE TIME by using the [Ctrl] key.
13. Use bullets for the list of enclosed documents - select the style of your choice.
14. Change the margins to 2.35" on top, 1.25" on right and left. Page Layout > Margins > Customize Margins
15. Spell check and correct any errors.
Review Tab > Spelling & Grammer
16. Insert a page break or use [Ctrl] [Enter]. Or Insert > Page Break. Or Page Layout > Breaks > Page.
17. Save the letter again with the same name, or choose a different name if you prefer.

 

Exercise 1-2 See video Word 1-2

This is a continuation of Exercise 1-1 - you should be on the second page, same file. Make any format changes apply ONLY to this part (do not make changes in Exercise 1-1), delete any extra/blank pages.

If you are not on a second page then use one of the following:

  • Ctrl +Enter
  • Insert > Break > Page Brea
  1. Change the alignment to Justify (even margins are both left/right).
  2. Type the document as shown, using the Insert Date command, to insert the date as the second heading line; center both lines.
  3. Spell and grammar check the document, correcting any errors.
  4. Save the document.

    Exercise 1-2 Example

    A Perception of Leadership
    [Current Date]

    To be considered a leeder, one must be distinguished beyond there established position, and by their actions and orders, motivate others to wilingly and eagerly follow. Although often associated by and connected with a position in an organization, it is a roll that must be earned and does not automatically come with the title of manager, vice president, president, administrater, or general for that matter. Organizations do not have the title of leader.

    Certain management positions in organizations idealy will be filled with individuals who have leadership skills, but simply because it is desirable is not a guarantee that it is going to happen. A title or position in an organization may lend credibility to an individual in the short run, where there is a natural tendency for subordinates to be suportive, but many more human characteristics are critical for leadership to occur over longer periods. Further, and even more critical, these human skills are not vested in that position or title and cannot be taught to all persons. Therefore, the mere fact that one has management training, or because they have obtained a management position, does not make them a leeder. Some of the human skils necessary for leadership are inherent to the individual and are lacking in a larger percentage of the population. Just how large a part of the population does indeed lack these skills would be difficult to estimate, however, a guess would be that it is quite high, rather than low.

    There are, of course, those who use the terms manager and leader as sinonymous. They are not. One can be appointed to a position of manager, but must assend to that of leader. A manager can and should be a leader, but a leader need not be a manager. We often see individuals assume leadership roles in "informal" organizations where they have no title or position of rank whatsoever. These leaders have an emotional appeal that inspires others.

    The ability to lead is somewhat analagous to the skil or talent of an artist. Some have it and some do not. Art schools do not produce the artist, music schools do not create great musicians, and athletic departments do not generate world class athletes. However, in many cases these talents were improved by formal training. A person without this natural ability, on the other hand, could not expect to achieve a level of competance above mediocrity with any amount of education. So it is with leadership. Management schools can teach all they want about leadership and management, but they cannot "make a silk purse out of a sow's ear." This is not to suggest that this skill or talent is an outcome of birth, perhaps like the artist, rather an outcome of one's early environment. In any event, it is certainly in place before one reaches adult hood.


  5. Change the left margin to 1.23" and the right margin to 1.23". Note these are margin changes and not indents. If you end up with extremely narrow paragraphs, you have likely indented, rather than changed margins. Page Layout > Margins > Custom Margins > "Apply To" menu at bottom and apply to: This point forward
  6. Make the first line of the heading bold.
  7. Double space the entire document.
  8. Indent the first line of each paragraph.
  9. Create a footer with your name for the document, printing the footer on every page.
  10. Add a page numbering header and print the word Page before the number in the upper right hand corner, suppressing the numbering on the first page (Exercise 1-1). Insert Tab > Header > Edit Header (opens a Design Tab > Page Number > Current Position > Check "Different First Page >Then "Close Header and Footer. Be aware that this will also suppress the footer on the first page which is good because the first page is a letter and wouldn't normally have a footer. But, we aren't doing just "normal" things. Page Layout Tab > Page Setup > Layout then check box for "Different First Page: > Apply to: Whole Document
  11. Add a horizontal line (your choice of design) at the very top and a line of a different design at the bottom of the document. Page Layout Tab > Page Borders > Horizontal Line (from any of the three tabs)
  12. Insert a page break at the beginning of the third paragraph. Insert > Break > Page Break
  13. Add line numbers to all pages of this section only and a colored page border around all the pages of this section. This should be a page border, not just a border around the words. Make the border thicker than the default. Page Layout Tab > Page Setup > Layout tab > Borders > Page Borders > Box > Apply to: "this section" > OK
  14. Spell and grammar check the document correcting any errors.
  15. Save the document as one file.
 

Exercise 1-3 See video Word 1-3

Insert a page break and proceed with Exercises 1-3. Check your formatting: Home Tab > Normal

1. Change the page orientation to Landscape with top margin of 2", left margin of 2.4", right margin at 2.4", be sure this formatting should not change the previous exercises. Create this document using tabs, not a table. Page layout Tab > choose orientation AND choose margins
2. Type and center the four lines of the heading as shown. Use the Insert command to insert today's date and your name code to auto-correct your name. Vary the font size for three of the four heading lines. Choose whatever font size you prefer over 12.
3.Show the ruler bar. If the Ruler isn't showing then choose: View Tab > and check the Ruler option Use the dialogue box to set new tabs as follows (do NOT use the default tabs) Page Layout Tab > Paragragraph Section Options > Tab Button:
a. A left tab 1½ and 2 inches from the left margin.
b. Enter a leader decimal tab and a leader right tab at 6.5 inches from the left margin. Your form will look slightly different from the form below because your .... should go up next to the first number. The leader tab will enter dots or dashes (your choice) between the expense name and the dollar amount. (Home Tab > Paragraph > Tab button)
c. Type the rest of the information as it appears. You should tab once to enter the 1., 2., etc. tab again and enter Airline, etc., tab a third time and enter $500.00. If you have correctly used a deciminal/right tab, the .00s will align correctly on the right. Press [Enter] after the $500.00, tab - type 2., tab - type Lodging, etc.

Exercise 1-3 Example


Proposed Expenses
[Your Name]
Management Consultants Inc.
[Current Date]

1. Airline.............................................................................................................................
$500.00
2. Lodging..........................................................................................................................
450.00
3. Materials........................................................................................................................
75.00
4. Seminar fee....................................................................................................................
3,500.00
 

Total...............................................................................................................................

4,525.00

4. Spell check and correct any errors.
5. Save the document.
6. Make the following changes to the document.
a. Bold the first line of the heading.
b. Italicize your name.
c. Underline the "3,500.00" in the amount column.
d. Double underline the total amount (4,525.00).
e. Use at least three different colors for the text within the document.

7. Double space items 1 through 4 using the format tool. In other words, do not use the [Enter] key to accomplish this task. Home Tab > Paragraph > Indents & Spacing Tab > choose Line Spacing options
8. Return to Exercise 1-1, enter Proposed Expenses as the second item in the bulleted list.
9. Save the document.

 

Exercise 1-4

Enter a page break after 1-33, return to portrait orientation and create your personal resume. There are lots of web sites to help you. Make it professional but a little"gaudy". This is your chance to be creative by using different fonts/ font styles, indents, tabs, colors, , etc. You can make this "real", future, or fantasy.

Return to Exercise 1-1, enter Resume as the third item in the bulleted list

 

Exercise 1-5 See video Word 1-5
Please Note: the video explains using endnotes; please use FOOTNOTES for this exercise, not endnotes.

Enter a page break at the end of Exercise 1-4 and make any format changes apply only to this part of the exercise. (Remember Styles & Formatting > Normal?)

  1. This exercise was designed to provide you with experience in writing research papers. You should type it exactly as shown except for the changes noted here. While Word provides you the option of using either footnotes or endnotes, you must use footnotes for this exercise. You should know the difference between the two.
  2. Center, bold, and enlarge title.
  3. Fully justify the rest of the document (left and right margins).
  4. Double space all the document EXCEPT the indented portion.
  5. Indent the first line of all the paragraphs EXCEPT the indented quote.
  6. Insert the three footnotes. Use your name for footnote number 3 instead of David Ambrosini. Reference Tab > Footnotes (Don't fake them)
  7. Spell check the finished document and correct any errors.
  8. Insert a page break in front of the last paragraph. What happened to your footnotes? What difference would it make if you used endnotes?
  9. Add a color background AND a text watermark. Make the watermark a color other than black. NOTE: The backgrounds will be on ALL pages.
    Page Layout Tab > Choose a color ;
    Page Layout Tab > Choose Watermark
  10. Determine the number of words on this exercise, calculated by the program (include the footnotes). Enter the number provided in place of the question mark (?). Review Tab > in Proofing Group choose Word Count
  11. Save the document. This should be the last bulleted item in your letter.
  12. Note: This example does not have the footnote references in superscript. If done correctly, your finished document should have the numbers in superscript without you formatting them. You will have more space between the text and the footnotes than you see in this example. If you have done the footnotes correctly, the first two will be at the bottom of the first page, the last one will be at the bottom of the second page.

Exercise 1-5 Example

Managerial Recognition of the Informal Organization

Within any formal organization, informal groups will arise and they cannot be minimized or abolished. In short, people bring an organization to life, the result is a continuous effort to develop and maintain personal relationships. Chester L. Barnard aptly describes how the informal organization affects and is partly expressed through the formal organization.

They are independent aspects of the same phenomena-a society is structured by formal organizations, formal organizations are vitalized and conditioned by informal organizations…there cannot be one without the other. 1

Even though they may appear harmful, informal groups are permanent elements of any organization. Thus, they must be recognized as potential aids to assist in achieving organizational objectives. Managers can do several things to gain support from the informal organization by observing group behavior, seeking to identify why certain behavior occurs, and identify informal leaders. 2

Given that the informal organization tends to satisfy the individuals social needs to some degree on the job, the formal organization should seek, insofar as it is possible, to satisfy the needs of the informal structure. It is clear, that whenever formal organizations honestly and sincerely attempt to satisfy the needs of employees on other than economic issues, those employees tend to respond with higher productivity and motivation which are directly related to their moral. 3

(Word Count = ?)

 

 

 


1 Chester L. Barnard, The Functions of the Executive, (New York: Oxford University Press, 1997), pp 4-18

2 Robert L. Trewatha and M. Gene Newport, Management-Functions and Behavior, (Dallas: Business Publications Inc., 1996 p. 361

3 David Ambrosini, Introduction to Business Lecture, 2008

When you have completed all five parts of the first exercise to your satisfaction, go to Blackboard, click on the Assignment tool; upload the file (a single file for all five parts with each part starting on a new page), and submit the assignment. Be sure you are "happy" with your file BEFORE you press the Submit assignment key; once you have submitted your file, you cannot submit a second one or retrieve the first one. Don't be late!

 

Exercise 2-1

Type Exercise 2-1 as indicated below using the following guidelines:

  1. Type your name and Business 5 flush to the right margin using AutoCorrect.
  2. Center the report heading (Monthly Sales). Change the font, font size, font color, and font style (Use Font tab > Font Options dialouge box), type in the description, enter a horizontal line of your choice. (Page Layout tab > Page Borders (& Shading) > Horizontal line).
  3. Center the titles, Jumbo Market and 2007 Sales. Change the font to something other than the default. This exercise uses tabs, it is not a table.
  4. Set Center tabs for the column headings as shown (Sales, Percentage of Total) so they are visually "pleasing". Note that the first line of the third column heading (Percentage) must be entered first (Use Ruler Bar to insert a right tab). The other column headings will be on the same line - the third column (of Total) on the same line as Month and Sales. Choose your locations for the tabs and attempt to align them similar to the example (Use Ruler Bar to insert a center & right tab). The column labeled "Percentage of Total" must be on TWO lines.
  5. After typing the column headings, reset the tabs for the numbers for sales and percentages.

    Use a right tab for the sales figures (they will line up on the right-side) and a decimal tab for the percentages (they will line up on the decimal point) (Page Layout Tab > Paragraph options > click Tab button). Your exercise will look slightly different than the sample below which shows the Sales figures centered. The sales figures must be right justified with a tab.
  6. Underline the last numbers in the columns (as shown) and double underline the totals (not shown). Underline the last numbers in the columns (as shown) and double underline the totals (not shown). (For the Sales Total: Home tab > Font options > Underline Style then for the Percent Total use the Format Painer)
  7. Underline the column headings.
  8. Include the solid lines at the top and bottom of the table. Insert a Horizontal Rule then Highligt the first solid line > Crtl +C > put cursor below table and Crtl V.
  9. Italicize and bold the sales and percent values for the month of June.
  10. Italicize and bold the Month of June.
  11. Spell check the document and correct any errors.
  12. Add a background using fill effects, either a two-color, pattern, or texture. Page Layout Tab > Page Colors > Fill Effects
  13. Save the document.

Exercise 2-1 Example

[Name]
[Business 5]

Monthly Sales

The table below displays the 2007 sales figures for Jumbo Market, and the percentages that represents of the total.


Jumbo Market
2007 Sales

Month

Sales
Percentage
of Total
January
102,000
5.4%
February
94,450
5.0
March
127,600
6.7
April
98,500
5.2
May
155,700
8.2
June
218,000
11.5
July
177,000
9.3
August
180,300
9.5
September
175,880
9.2
October
188,000
9.9
November
195,000
10.2
December
190,650
10.0
Total
1,903,080
100.1%

 

Exercise 2-2, See video Word 2-2

Using Word's charting capability, develop a line chart based on the data for the monthly sales for Jumbo Market shown in Exercise 2-1. (Use Help Menu and search for "chart" then choose Create a Chart)

  1. Insert a page break.
  2. Create the datasheet with the abbreviated names for the months as the column headings. Insert Tab > Chart
    • Chart Icon
    • Choose Line Chart > OK (Excel will open)
    • Drag the blue lines so that only columns A and B are within it
    • Delete the data from columns C and D
    • In A1 enter "Month" for the column heading
    • use the abbreviated months for the rows in column A (Jan, Feb, etc - then highlight those two and drag down to fill)
    • In the B1 column replace "series 1" with "Sales" for the column heading
    • Enter the sales data for each month
    • Use your mouse cursor to highlight the data and headings in columns A and B
    • In the Excel ribbon go to the Insert Tab > Chart > select the same Line Chart again
    • Click the Office Button and 'close" the spreadsheet
    • Then use the Office button to "Exit" Excel - the chart will export to Word automatically
  3. Enter the sales values in the first row. You will not use the percentage of total information.

    For the rest of the steps Right Click the Chart > Chart Object > Edit
    then Right Click the Object you wish to Edit
  4. Add Jumbo Market, 2007 Sales as the chart title (2 lines).
  5. Add appropriate titles for both the X and Y axis.
  6. Delete the legend.
  7. Change the page orientation to Landscape.
  8. Enlarge and/or reshape the chart appropriately.
  9. Rotate the axis titles and make the month names smaller, if necessary, so you can see all the month names.
  10. Embellish all parts of the chart with colors, fill effects, etc.

Save your exercise.

 

Exercise 2-3 See video Word 2-3

Using the data from Exercise 2-1, complete the following on a new page:

  1. Create a Table, rather than using tabs with the same data.
    Insert tab > Table > Insert table > 3 columns, 18 rows?
  2. Change the column widths and justifications to create a pleasing appearance.
  3. Center the Sales and Percentage data in the columns
  4. Merge the columns into one on the first row and add the title Jumbo Market, 2007 (2 lines) using Word Art.
  5. Add at least one clip art AND one image of your choice some place on the page.
    Insert Tab > Clip Art > Search For: "Financial"
    Insert Tab > Picture > ?
  6. Add an art page border of your choice around the page.
    Page Layout Tab > Borders & Shading > Page Border tab > Art options > pick border > Apply to: "This section -all except first page
  7. Convert the table to text and back to table. Don't try this unless you have "saved" the file before you do it AND are really sure you know how!
    Highlight Table > Table > Convert > Text to Table/Table to Text
  8. Save the document.
 

Exercise 2-4 See video Word 2-4

Insert a Section Break to start a new page.
(Page Layout Tab > Breaks > section Break > Next page)
Reset Page Format to Normal
(Home tab > Normal

  1. After reading any chapter in the textbook, create a simple numbered outline of the contents in the chapter on a new page of your file, .
    Home tab> in Paragraph group > choose Multilevel List> pick one of the choices to the right of "none"

    Home Tab > Paragraphs group >Tabs Button> Tab stop position = 5, alignment = right, leader = 2
  2. Use at least six topics with three levels for your outline.
    Use Tab/Shift Tab or the Indent icons on the tool bar to manipulate your outline
  3. Use at least five font effects and at least five text effects some place in your outline. Home tab > Font Options (Note: Text Effects anination isn't in MS Office 2007)
  4. Use at least three different font colors within the outline.
  5. Add two arrows of different design Use the Draw toolbar at page bottom
  6. Add a text box and two auto shapes. Be creative using different colors, line styles and weights. Insert Tab > Illustrations Group and choose Shapes AND Text Group choose Text Box
  7. Enclose some wording with a border and shading.
  8. Add a Page Border.
  9. This should be really "gaudy" by the time you finish!
  10. Save the document.
 

Exercise 2-5, See Video Word2-5

Insert a Section Break to start a new page. (Page Layout Tab > Breaks > Next page)
Reset Page Format
to Normal
and remove the Page border if necessary.

  1. Copy/Paste the correctly spelled text from Exercise 1-2 (A Perception of Leadership) into the next page of this file.
  2. Format the document in two justified columns with a line between the columns.
    Page Layout Tab > in the Page Setup Group click Columns then More Columns > Two, Line Between, Selected text
  3. At the beginning of the first paragraph, use the Drop Cap... function either dropped or in the margin. Insert Tab > in Text Group choose Drop Cap
  4. Change the font color of a sentence or paragraph of your choice.
  5. Add a picture watermark - change the size to fill the page, select Wash Out or not based on your preference and your picture (this is different from a picture or image that sits on top of the page) This will automatically appear on every page.
    Page Layout tab > Watermark Options > Custom Watermark > select Picture Watermark then click the Select Picture button
  6. Insert the symbol for Male and Female and a third symbol of your choice at the end of the document (Insert, Symbol). If you are using a Mac, you may not have the symbols available. Insert Tab > on the far right choose Symbol
  7. Change the number of columns to three. Select the number of columns you prefer.
  8. Save the document.

Submit your file for Word Exercise 2, parts 1-5 via Blackboard in the Word Exercise 2 assignment drop box.

 
version 2
Copyright © 2008 David Ambrosini