Evaluation for Placement/Experiential Credit
1) Provide your Full Name: ________________________________________________
2) Student ID Number: ___________________________________________________
3) Program of Choice: ____________________________________________________
Microsoft Office Skills Self-Assessment & Development for
Excel, Word, PowerPoint, Outlook
Learning and mastering your Microsoft Office skills can lead to better job opportunities. Demonstrating
these skills will be important to your career planning. But first, I would need to assess your current skill
levels.
For each Microsoft Office skill, review each category and the associated tasks. If you find there are
categories of tasks you need to learn or improve, check “Add to Learning Plan.” If there are only specific
tasks that you need, you may want to circle those tasks. When you have achieved a level of proficiency, and
feel that you can demonstrate the skill, check the “Can apply skill” box.
You should be able to demonstrate most of the identified functional tasks within each category before you
advance to the next level in the Administrative Office Specialist, Legal Administrative Specialist and/or
Medical Administrative Specialist programs (Excel, Word, PowerPoint, or Outlook).
1
Excel Basic
Can Add to
Categories Tasks apply Learning
skill Plan
Insert simple formulas (total, add, subtract, multiply, divide,
Formulas count) and functions, show/hide formulas, orders of
operations
Navigation, menus and ribbons, editing data, data entry:
Worksheet basics
autofill, saving a workbook and managing versions
Insert, delete, and adjust cells, columns and rows, search
Modify a worksheet and replace, add comments, create new worksheet from
filtered worksheet
Formatting Fonts, borders, colors, numbering, aligning, naming ranges,
techniques using filters, applying styles and themes, templates
Preview, print, page layout, freeze panes, center/wrap
Printing workbooks
header row
Excel Intermediate
Can Add to
Categories Tasks apply Learning
skill Plan
Set ranges, logical functions (if, and..), date and time, text
Function library functions (Left, Right, MID, concat, number value, …), text-to-
columns, combining data, TRIM
Sort, filter, query with database functions, outline and
Using lists
subtotal data
Create and modify tables, apply intermediate and conditional
Analyzing data
formatting
Create, analyze pivot table data, present data with pivot
Charts
charts, filter using timelines and slicers
Distribution
Repeat file names, sharing documents, save options
techniques
2
Excel Advanced
Can Add to
Categories Tasks apply Learning
skill Plan
Working with multiple
Use links and external references, 3-D references,
worksheets and
consolidate
workbooks
Lookup functions and
Use lookup functions, trace cells, evaluate formulas
formula auditing
Sharing and Protecting Collaborate on a worksheet, protect worksheets and
worksheets workbooks
Automating workbook Data validation, macros, search for invalid data and
functionality formulas
Creating sparklines and
Create sparklines, map data
mapping data
Determine potential outcomes using data tables and
Forecasting data
scenarios, use goal seek feature, forecast data trends
Distribution techniques Repeat filed names, sharing documents, save options
Word Basic
Can Add to
Categories Tasks apply Learning
skill Plan
Insert and format text Fonts, borders, colors, numbering, aligning, applying
and paragraphs styles and themes, use templates
Insert, delete, search and replace, spellcheck, thesaurus,
Modifying a document
add comments
Manage lists Sort a list, format a list
Tables Insert, modify, format a table, convert text to a table
3
Inserting graphic
Insert symbols and special characters, add images
objects
Controlling page Border, color, headers and footers, page layout, add
appearance watermark
Printing documents Preview, print, page layout
Preparing to
Check spelling, grammar, readability, research tools,
publish a
check accessibility, save document other formats
document
Word Intermediate
Add to
Can apply
Categories Tasks Learning
skill
Plan
Organizing content Sort table data, control cell out; Perform a calculation in
using tables and charts table, create a chart, add an excel table
Inserting content using
Create and modify, insert building blocks
quick parts
Manage lists Sort a list, format a list
Tables Insert, modify, format table, convert text to a table
Inserting graphic
Insert symbols and special characters, add images
objects
Controlling page Border, color, headers and footers, page layout, add
appearance watermark
Printing documents Preview, print, page layout
Preparing to
Check spelling, grammar, readability, research tools,
publish a
check accessibility, save document other formats
document
4
Word Advanced
Can Add to
Categories Tasks apply Learning
skill Plan
Integrate pictures and text, adjust image appearance,
Manipulating images
insert other media elements
Create text boxes and pull quotes, add word art and
Custom graphic
other text effects, draw shapes, complex illustrations
elements
with SmartArt
Personalize letters and envelopes, labels and email
Mail merge
messages, merge names and addresses
Prepare a document for collaboration, mark up a
Collaborating on
document, review markups, merge changes from other
documents
documents
Add captions, cross-references, bookmarks, hyperlinks,
Adding document
insert footnotes and endnotes, add citations and a
references and Links
bibliography
Suppress information, set formatting and editing
Securing a document restrictions, restrict document access, add a digital
signature to a document
Forms to manage
Create forms, modify forms
content
Automating repetitive
Automate tasks by using macros, create a macro
tasks with macros
Outlook Intermediate
Can Add to
Categories Tasks apply Learning
skill Plan
Scheduling appointments /recurring appointments,
Outlook calendar
changing appointments, printing
Scheduling a meeting / inviting other to a meeting,
The meeting planner
tracking meeting responses
Using flags, color code categories, using email
Using calendar tools
to create calendar appointment
Creating folders, attaching files, distribution lists and
Review of advanced
internet addresses, out-of-office Assistant, auto
mail features
signatures
Automating mail
The rules wizard, managing junk e-mail
handling
Share calendar with others, redirecting meeting request
Managing others with
to a delegate, delegate / track tasks, share contact /
Outlook
groups
Managing Outlook data
Backup outlook items, change data file settings
files
PowerPoint Basic
Can Add to
Categories Tasks apply Learning
skill Plan
Creating a presentation Select a presentation type, edit text, build a presentation
Advanced text
Characters, paragraphs, text boxes
formatting
Adding graphics Images, shapes
Modifying objects Edit, format, group, arrange, animate
Adding tables Create, format, insert
Adding charts Create, format, insert
Preparing for delivery Review, apply transitions, print, deliver
