Microsoft Office/Create a Proposal with collaboration

Vocabulary

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  • Planning Proposal - Offers improvements to a situation or solutions to a problem
  • Research Proposal - Requests funding for a project
  • Sales Proposal - Sells a product, service or idea
  • View Page Width - Zoom the document so that the width of the page matches the width of the window
  • Title Page - Gives the main idea of the document and should attract the readers attention
  • Table - a group of rows and columns used to organize data in a document
  • Shadow - a light gray duplicate image that appears on the edge of a character or object.
  • Hidden Text - text that does not print but is part of a document
  • Section - a group of the document that is formatted the same
  • Section Break - the end of one section and the beginning of another so that you can change formatting, such as changing from one column to two columns and then back to one column again.
  • Header - text that prints at the top of every page in a document
  • Footer - text that prints at the bottom of every page in a document
  • Nonadjacent Text - this is also called non-contiguous text and means text that is not next to each other.
  • Datasheet Window - This is just like Access where the data for a graph is stored in a datasheet, or spreadsheet like window
  • Draw Table Feature - The ability to use a pencil and eraser to draw a table to certain specifications
  • Watermark - text or graphic that is placed behind the text of the document, this can be words such as DRAFT, or SOLD OUT, or a company logo.

Lesson

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  • Open Word to a new document
  • Do a save and place it in your folder for this class under Word

Display Formatting Characters

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It will be essential for this lesson that you use formatting characters, have them on and know what each one means.

From the HOME Tab click on the backwards P, it is also the paragraph mark, to turn on formatting characters. Leave this turned on for the entire lesson.

Create a title Page

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Change Font Style/Color/Size

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Go to the VIEW tab an click on the PAGE WIDTH button.

  • Click on the Center Button on the HOME TAB
  • Change the font style to a font that is easy to read, stick to a block style, sans, or sans serif
  • Change the font size to 48 point
  • Change the style to BOLD by pressing SHIFT+B
  • Change the color to a Blue on the color palette
  • Type - Vote Yes
  • Press Enter
  • Type - For an Improved
  • Press Enter
  • Type - Meeker

Border and Shade Text

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  • Select the text you have typed
  • Go to the Insert Tab
  • Click on the Table button
  • Click Insert Table

Each line will be a separate row in a table. The table tools ribbon should be displayed.

  • Click on the Eraser tool on the far right in the Draw Borders group
  • Click on the interior borders to your table so that all the text is in the same cell
  • Click on the eraser tool again to turn it off
  • With the entire table selected click on the border button drop down
  • Click on Borders and Shading
  • Change the Width to 4 1/2
  • Change the style to a shaded edge
  • Click on the shading tab
  • Change the fill color
  • Click OK to accept the changes
  • From the Table Tools ribbon, you can also change the fill color with the BUCKET or fill tool directly above the border button. Hover over different colors to see the preview.

NOTE: if you change the fill color to a dark color you will probably want to change the text color to a light color so it can be easily read.

Clear Formatting

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When you are in a table and need to get below the table, but do not have any spaces there yet, you can do one of the following:

  • Press enter
  • Go to the home tab
  • Go to the Styles
  • Click on the drop down
  • Click on Clear Formatting

OR

  • Double click below the table

Modify Character Spacing

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  • Press enter one time
  • Press Cap Locks
  • Type: MEEKER
  • Press Enter
  • Type: PARK DISTRICT
  • Press Enter
  • Type: REFERENDUM
  • Click and drag over the text to select it
  • Click the button in the corner of the FONT group on the HOME tab to show the font format dialog box
  • Change the font type to: Baskerville Old Face
  • Check the box for Shadow under Effects
  • Change the font color to match the font from the table
  • Click on the Character Spacing TAB
  • Change the Spacing to Expanded by 2
  • Click OK

NOTE: you can make your text expanded, or condensed

Insert Clip Art

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  • Click after the last line
  • Press enter twice to leave one blank space
  • Click on the INSERT tab
  • Click on Clip Art
  • Find clip art for voting, or ballot box
  • Use the resizing handles to make the graphic the "right" size for the page

NOTE: the corner handles keep the picture proportional

Zooming

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  • Click on the VIEW TAB
  • Click on Page Width
  • Resize your document window and watch what happens to your document
  • Click on One Page
  • Resize your document window and watch what happens to your document

Center your Page vertically

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  • Press CTRL+HOME to move the cursor to the top of the document
  • Click on the Page Layout Tab
  • Click on the corner of the page setup group to launch the page setup dialog box
  • Click on the Layout Tab
  • Click on the drop down under Page - Vertical Alignment and change it to Center
  • Click on OK
  • Save your document

Insert an Existing Document into your Current Open Document

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Open a file saved to a web page

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  • Click on the link for the file Meeker Rec Center
  • Click on the file named: Meeker Rec Center
  • "Save As" to your storage space
  • close that document

Insert a Section Next Page Break

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  • Go to your document with the title page
  • Press CTRL+END to move to the end of your document
  • Go to the Page Layout TAB
  • Click on the Breaks Drop down
  • Under the Section Breaks, click on Next Page

Change Page Alignment

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  • Go back to the Page Setup Dialog Box
    • Page Layout Tab
    • Page Setup Group
    • Dialog Launching Button
  • Click on the Layout Tab
  • Click OK

Insert text from file

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  • Click on the Insert Tab
  • Click on the Object Drop Down
  • Click on Text from file
  • Browse to find the document you saved earlier
  • Double click the document name
  • Save your document

Zoom and View your Document

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Use the Zoom bar at the lower right of the word window to zoom in on parts of your document, or zoom out.

Use the View Tab at the top to view the document as two pages, one page, or Page Width. Change the view to page width and then change the size of the window to see what happens.

Deleting

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Page Break

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  • Make sure the formatting marks are on
  • Scroll to the bottom of page 2
  • Place the mouse to the left so it is a white arrow pointing up and right
  • Click to choose the Page Break
  • Press DELETE on the keyboard

Text

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Go to the end of the document, click and drag over "very much" and then press DELETE on your keyboard. You never use informal language in a proposal.

Headers and Footers

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Create Headers

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  1. Set the first page different from the rest
    • Go to the Page Layout Tab
    • Go to the Page Setup Group
    • Click on the More button to launch the Page Setup Dialog Box
    • Click on the Layout Tab
    • Go to the section for Headers and Footers
    • Check the box for Different First Page
    • Click OK
  2. Add a Header from page 2 to the end of the document
    • Go to page 2 of your document
    • Double click in the margin above the text
    • Double click on the right side of the paper in the header
    • Make sure you are in the Header Footer Tools on the DESIGN tab
    • Click on the Page Number Drop Down at the far left
    • Click on Top of page
    • Scroll Down and click on PLAIN NUMBER 3 - so it says "2"
  3. Change what page number it starts counting from
    • Click on the Page Number Drop Down
    • Click on Format Page Number
    • Go to the Page Numbering section
    • Click on Start At
    • In the box type a 1
    • Click OK

Create Footers

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  • Scroll to the bottom of the page and click in the footer section
  • Click in the middle of the page in the footer to center you text
  • Type in "Vote YES!"
  • Double click in the main part of your document to exit out of the headers and footers

Working with Tables

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Delete a Column

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  • Go to the table on page 2
  • Place your mouse on the second column at the top so it is a black arrow pointing down
  • Click once to choose the column
  • Right click on the second column
  • Click on Delete Columns

Insert a Row

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  • Select the top row of the table
  • Right click the row
  • Click on Insert Rows

Using Table Tools

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  • Click on the table
  • Click on TABLE TOOLS at the top of the window
  • Go to the Layout Tab
  • Add and remove rows and columns from the Rows & Columns group

Table Editing with the Short Cut Menu

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  • Right click the top row of the table and click on Insert Row
  • Right click the new top row and click on MERGE cells
  • Type in the title: Annual Tax Impact - ESTIMATED

Add a row with the TAB key

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  • Place you cursor in the very last cell of the table - lower right
  • Press TAB
  • Type TOTAL in the first cell of the new row

Using AutoSum

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  • Click on the second cell in the last row
  • Click on the Table Tools
  • Click on the Layout Tab
  • Go to the Data Group
  • Click on the Formula button
  • Click on the drop down for Paste Function
  • Scroll and click on SUM
  • Fix the formula so it reads =SUM(ABOVE)
  • Click OK
  • Place the total at the bottom of each column

Format a Table

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  • Select the table
  • Press CTRL+E to center it on the page
  • Choose the data in the table - NOT the Headings
  • Press CTRL+R to right align the contents of each cell
  • Select the ST for 1st bond issue
  • Hold down CTRL and select the ND and RD for 2nd and 3rd
  • Go to the HOME tab
  • Go to the Font group and click on the dialog box launcher
  • Click on Superscript
  • Click on OK
  • Select the whole table
  • Select the Table Tools - Design tab
  • From the Table Styles select a style for your table
  • NOTE: Use the Borders button to edit it as needed

Create a Chart from a Table

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  • Select the second through fourth rows in the table
  • go to the Insert tab
  • Click on Chart in the Illustrations group
  • Select a type of chart

I am confused here on how to get it to go into the document correctly

  • Cut the Chart out of the table
  • Paste it below the table
  • Edit the Excel sheet so that the data reads correctly in the chart
  • Play with the Chart Tools and Chart Layouts to get a look that matches your document

Format Bulleted Lists

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Find a Formatting

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  • Press CTRL+F
  • Click on MORE
  • Click on FORMAT
  • Click on FONT
  • Fill in Times New Roman - 12 - Bold
  • Click on Find Next

Create Character Style

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  • Highlight the words 1st Bond
  • Go to the HOME tab
  • Click the drop down for the styles
  • Click - Save Selection as new Quick Style
  • Call it BOND
  • Click OK
  • Apply the style to the rest of the bonds

Change bullets to pictures

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  • Highlight the bulleted list
  • Go to the HOME tab
  • Go to the Paragraph group
  • Click on the drop down next to the bullet list button
  • Click on Define New Bullet
  • Click on Picture button
  • Click on one of the pictures
  • Click on OK
  • Click on OK

Draw a Table

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Draw the Table Outline

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  • Place your cursor before the last paragraph
  • Go to the INSERT tab
  • Click on the table drop down
  • Click on the Draw Table option
  • Move your mouse down to the document and draw a rectangle that is about 5 inches wide and about 2 1/2 inches high
  • Use the pencil to continue drawing the table that will look like the one below
  • Use the eraser to erase any lines accidentally drawn

 

Distribute rows evenly

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  • Click in the table somewhere
  • Go to the Table Tools
  • Go to the Layout tab
  • Go to the Cell Size Group
  • Click on - Distribute Rows button

NOTE: do the same thing to distribute the columns evenly

Single Space the Table Contents

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  • Choose the entire Table
  • Press CTRL+1

Fill in the data for the table

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Fill in the data as below:

 

Format the Table

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  • Change alignment of text in a cell
    • Click in the cell that has the word - VOTE
    • Go to the LAYOUT tab
    • Go to the Alignment group
    • Click on the Text Direction button until the text is facing the direction you want - twice is what I would choose
  • Format the words VOTE and YES
    • Select the word cell for VOTE
    • Hold down CTRL and select the word cell for YES
    • Change the font to size 24
    • Change the font to bold
    • Change the font style to match your scheme
    • Center the text
    • Shade the cells to match your color scheme
    • Choose the ST, ND, and RD for the bonds and superscript them
  • Format the title
    • Select the text in the title
    • Change the shade color to a darker color for the same color scheme
    • Change the font size to 28
    • Center the text
  • Add totals to the end of each row
    • Click in the last cell in the third row - the total for the bond issue 1
    • Go to the Layout tab
    • Go to the alignment group
    • Click on the formula button
    • the formula should read =SUM(LEFT)
    • Add the formula to each of the total cells - make sure the formula stays the same and continues to add left.

Add a Watermark

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  • Click on the Layout tab
  • Go to the Page Background group
  • Click on Watermark drop down
  • Click on Custom Watermark at the bottom
  • Click on Text Watermark radio button
  • Type in the TEXT field - VOTE YES!
  • Click on apply
  • Click on Close

Preview your document

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  • Go to the VIEW tab
  • Go to the ZOOM group
  • Click on TWO PAGES
  • Scroll to see your document

Project

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Your school has many different facilities and services that it offers you. In the next few years there are going to be major budget issues. Write a proposal that is either to persuade the administration what area(s) need to be cut, OR what area(s) need to be saved from the budget changes to come. This proposal will be shared with the administration.

The Proposal should include the following:

  • Title page that catches the eye
  • An introduction paragraph
  • Bulleted items of each proposed change - at least three
  • A paragraph explaining each of the bulleted items
  • Table of how this will help the district financially with totals
  • Graph of the table without totals
  • A conclusion paragraph
  • A header with page number
  • A footer with message summary
  • A text Watermark
  • One ClipArt or picture
  • Text that is bordered and shaded

You will work with one other student to complete this assignment, you may not talk in class to one another, you must use some electronic means of communication. This project is to simulate collaboration of two people that are in different locations. You can use e-mail or IM.

Rubric

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You will be graded on only those line items that you were responsible for.

Please clearly mark what group members are responsible for each line item.

The last item will be added into everyones grade in the group

Proposal Individual Rubric
Standards 1 point 2 points 3 points 4 points 5 points
Title Page with clip art and text that is shaded and bordered The title page is missing more than one item. The title page is missing one item. The title page only has consistent colors, or is missing one item. The title page is attractive and has consistent colors. It has a title, sub-title, clipArt, and text that is shaded and bordered. The title page is exceptionally attractive and catches the eye. It contains a snappy title, sub-title, ClipArt, and has text that is shaded and bordered.
Introduction Paragraph There is no clear introduction of the main topic or structure of the paper. The introduction states the main topic poorly, and does not adequately preview the structure of the paper nor is it particularly inviting to the reader. The introduction states the main topic, but does not adequately preview the structure of the paper nor is it particularly inviting to the reader. The introduction clearly states the main topic and previews the structure of the paper, but is not particularly inviting to the reader. The introduction is inviting, states the main topic and previews the structure of the paper.
Bullet List of 3 items Many details are not in a logical or expected order. There is little sense that the writing is organized. Some details are not in a logical or expected order, and this distracts the reader. The bullets are changed from the standard circle. Formatting was done on the text. Some details are not in a logical or expected order, and this distracts the reader. The bullets are changed from the standard circle. Formatting was done on the text. Formatting is consistent. Details are placed in a logical order, but the way in which they are presented/introduced sometimes makes the writing less interesting. The bullets are changed from the standard circle. Formatting was done on the text to make key parts stand out. Formatting is consistent. Details are placed in a logical order and the way they are presented effectively keeps the interest of the reader. The bullets are changed to add eye appeal. Formatting was done on the text to make key parts stand out. Formatting is consistent.
Paragraph for item 1 Sentences lack structure and appear incomplete or rambling. Sentences rarely vary in length. Writer makes more than 4 errors in grammar or spelling that distract the reader from the content. NO facts are reported OR most are inaccurately reported. Most sentences are well-constructed but have a similar structure. Some sentences vary in length. Writer makes 3-4 errors in grammar or spelling that distract the reader from the content. Most supportive facts are reported accurately. Most sentences are well-constructed but have a similar structure. Some sentences vary in length. Writer makes 2 errors in grammar or spelling that distract the reader from the content. Almost all supportive facts are reported accurately. Most sentences are well-constructed with varied structure. Almost all paragraphs have sentences that vary in length. Writer makes 1 error in grammar or spelling that distract the reader from the content. Almost all supportive facts are reported accurately. All sentences are well-constructed with varied structure. Every paragraph has sentences that vary in length. Writer makes no errors in grammar or spelling that distract the reader from the content. All supportive facts are reported accurately.
Paragraph for item 2 Sentences lack structure and appear incomplete or rambling. Sentences rarely vary in length. Writer makes more than 4 errors in grammar or spelling that distract the reader from the content. NO facts are reported OR most are inaccurately reported. Most sentences are well-constructed but have a similar structure. Some sentences vary in length. Writer makes 3-4 errors in grammar or spelling that distract the reader from the content. Most supportive facts are reported accurately. Most sentences are well-constructed but have a similar structure. Some sentences vary in length. Writer makes 2 errors in grammar or spelling that distract the reader from the content. Almost all supportive facts are reported accurately. Most sentences are well-constructed with varied structure. Almost all paragraphs have sentences that vary in length. Writer makes 1 error in grammar or spelling that distract the reader from the content. Almost all supportive facts are reported accurately. All sentences are well-constructed with varied structure. Every paragraph has sentences that vary in length. Writer makes no errors in grammar or spelling that distract the reader from the content. All supportive facts are reported accurately.
Paragraph for item 3 Sentences lack structure and appear incomplete or rambling. Sentences rarely vary in length. Writer makes more than 4 errors in grammar or spelling that distract the reader from the content. NO facts are reported OR most are inaccurately reported. Most sentences are well-constructed but have a similar structure. Some sentences vary in length. Writer makes 3-4 errors in grammar or spelling that distract the reader from the content. Most supportive facts are reported accurately. Most sentences are well-constructed but have a similar structure. Some sentences vary in length. Writer makes 2 errors in grammar or spelling that distract the reader from the content. Almost all supportive facts are reported accurately. Most sentences are well-constructed with varied structure. Almost all paragraphs have sentences that vary in length. Writer makes 1 error in grammar or spelling that distract the reader from the content. Almost all supportive facts are reported accurately. All sentences are well-constructed with varied structure. Every paragraph has sentences that vary in length. Writer makes no errors in grammar or spelling that distract the reader from the content. All supportive facts are reported accurately.
Table and Graph The table shows numeric data related to the topic. The chart has been edited to reflect the data in the table. The table shows numeric data related to the topic. The chart has been edited to reflect the data in the table. Student choose a color scheme that matches the rest of the document. Purpose/content of the table is not clear from the title. The table shows numeric data related to the topic. The chart has been edited to reflect the data in the table. Student choose a color scheme that matches the rest of the document. There is a legend for the chart that describes the data (not series 1, ...) Title tells the purpose/content of the table, but is not located at the top of the table. The table shows numeric data related to the topic. The chart has been edited to reflect the data in the table. Student choose a color scheme that matches the rest of the document. There is a legend for the chart that describes the data (not series 1, ...). Title tells the purpose/content of the table and is printed at the top of the table. The table shows numeric data related to the topic. The chart has been edited to reflect the data in the table. Student choose a color scheme that matches the rest of the document. There is a legend for the chart that describes the data (not series 1, ...). Title tells the purpose/content of the table, is clearly distinguishable as the title (e.g. larger letters, underlined, etc.), and is printed at the top of the table.
Conclusion Paragraph There is no clear conclusion, the paper just ends. The conclusion is recognizable, but does not tie up several loose ends. The conclusion is recognizable and ties up almost all the loose ends. The conclusion is strong and leaves the reader with a feeling that they understand what the writer is "getting at." The conclusion is strong and leaves the reader with a feeling that they understand what the writer is "getting at." It has a call to action statement.
Putting Paper together with header, footer, watermark, color schemes, and font styles. There is a header and footer some of the pages. There is a watermark on every page. The colors and font size/style change throughout the document. There is a header and footer every page. There is a watermark on every page. The colors and font size/style match by section through the document. The paper has the appearance that one person created it all. There is a header and footer every page. There is a watermark on every page that goes with the theme of the proposal. The colors and font size/style match through most of the document. The paper has the appearance that one person created it all. There is a header and footer on the second and every page after that. There is a watermark on every page that goes with the theme of the proposal. The colors and font size/style match through most of the document. The paper has the appearance that one person created it all. There is a header and footer on the second and every page after that. There is a watermark on every page that goes with the theme of the proposal. The colors and font size/style match through the entire document.