Office Clerks: Template libraries, Outlook rules, Order pipelines

Passt der Kurs zu dir?

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   Grundlegende Sicherheit mit Maus, Tastatur und Dateiordnern, da die Übungen ab der ersten Stunde in den Programmen stattfinden.
2. 2
   Klarheit, ob dein Zielbetrieb die Desktop-Version von Office oder die Cloud-Variante mit Teams, SharePoint und Copilot nutzt.
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   Für eine Förderung ein Beratungsgespräch bei der Agentur für Arbeit vor Kursbeginn und einen Bildungsgutschein nach § 81 SGB III.

Das lernst du

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   Training Program: Strategic Agility and AI Integration
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   Program Objectives
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   This training program is open to anyone interested in expanding their professional skills. The practical examples and exercises are chosen so they map well to the daily work of Office Clerks (m); participation is expressly open to everyone, regardless of current professional role. The course teaches methods, tools, and content that can be applied in many different work contexts.
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   Practical Application for Office Clerks (m)
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   The following typical tasks from the daily work of Office Clerks (m) serve as worked examples in the exercises; they can be adapted to other fields of activity during the course

   Mail-flow tracking
   Outlook rules
   Template libraries
   Travel expense reports
   Order pipelines
   Course 1: OKR
   Course Description
   This course provides a thorough understanding of Objectives and Key Results (OKR) and their role in boosting company performance and agility. Participants will learn the fundamentals, the OKR cycle, and practical methods for setting and engineering effective objectives and key results. The program also covers strategic alignment, implementation models, and the continuous improvement of OKR practices.
   The rationale and mindset for leadership in a VUCA world
   Fundamentals and theory of OKR
   The OKR cycle and its stages
   Building strategic clarity through a strategy pyramid
   Cultivating a culture of psychological safety
   Methodologies for setting Objectives and Key Results
   Crafting qualitative Objectives that drive progress
   Implementing OKR within an organization
   Models for introducing OKR
   Engineering Key Results to measure impact
   Achieving organizational alignment with OKR
   Practical exercises for OKR application
   Translating strategy into action with initiatives and roadmaps
   Living OKR through practical check-ins
   Utilizing CFRs (Conversations, Feedback, Recognition) and coaching for employee development
   Institutionalizing learning through reviews and retrospectives
   Shaping transformation through mastery and rollout of OKR
   Course 2: AI in the WorkplaceCourse Description
   This course explores the transformative impact of Artificial Intelligence (AI) on the modern workplace, enabling participants to convert routine tasks into highly efficient and creative processes. It covers the foundational concepts of AI, technological architectures, data management, and the legal framework, including the AI Act. Participants will gain insights into practical applications, tools, and strategies for implementing AI, alongside an understanding of change management, risks, and ethical considerations.
   Introduction to AI in the workplace
   Fundamentals of Artificial Intelligence
   Technological concepts and application architectures
   Data as the foundation of AI: data quality and management
   Legal frameworks and the AI Act
   Application possibilities of AI in the workplace
   Overview of AI tools and software solutions
   Supporting project management with AI
   Change management and organizational transformation through AI
   Implementation strategies for AI projects
   Risks, challenges, and ethical aspects of AI
   Future trends and continuous development in AI
   Learning Objectives

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   Upon completion of this training program, participants will be able to

   Understand and apply the principles of Objectives and Key Results (OKR) for strategic goal setting and performance management.
   Develop and implement effective OKR cycles within an organization.
   Leverage AI concepts and tools to enhance efficiency and creativity in daily work.
   Identify and analyze the potential applications of AI in various business contexts.
   Navigate the legal and ethical considerations associated with AI implementation.
   Develop strategies for managing organizational change driven by AI adoption.
   Contribute to the successful integration of AI technologies in the workplace.
   Career Prospects

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   This training program is relevant for professionals in roles such as

   Strategy and Performance Managers
   Project Managers
   Team Leaders and Department Heads
   Change Managers
   IT Specialists and Analysts
   Business Development Professionals
   Anyone seeking to improve organizational agility and leverage AI for enhanced productivity and innovation.

1. 1

   Berlin

   23.11.2026 · Blended Learning · Teilzeit · 3–6 Monate · 1.000–5.000 €

2. 2

   Bremen

   23.11.2026 · Blended Learning · Teilzeit · 3–6 Monate · 1.000–5.000 €

3. 3

   Bielefeld

   23.11.2026 · Blended Learning · Teilzeit · 3–6 Monate · 1.000–5.000 €

4. 4

   Eschborn

   23.11.2026 · Blended Learning · Vollzeit · 1–3 Monate · 1.000–5.000 €

5. 5

   Berlin

   23.11.2026 · Blended Learning · Vollzeit · 1–3 Monate · 1.000–5.000 €

Förderwege

Wer deinen Kurs zahlt

Was dir die Qualifikation beruflich bringt

1. 1

   Tabellen auswerten statt abtippen

   Mit Pivot-Tabellen, bedingter Formatierung und Verweisfunktionen fasst du lange Listen in wenigen Schritten zusammen. Ein Aufbaukurs übt das an Umsatz-, Lager- oder Personallisten. Beispiel: Du fasst die Monatsumsätze aller Filialtabellen in einer einzigen Pivot-Auswertung zusammen.

2. 2

   Wiederkehrende Abläufe automatisieren

   VBA-Kurse zeigen, wie du Makros aufzeichnest und anpasst, damit Excel Berichte selbst formatiert oder Daten aus mehreren Dateien zusammenführt. Copilot-Kurse ergänzen, wie du Entwürfe und Formeln per Texteingabe anforderst und das Ergebnis kontrollierst. Beispiel: Ein Makro erstellt jeden Montag den Wochenbericht im Firmenlayout, den du bisher von Hand formatiert hast.

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   Kenntnisse mit dem MOS-Zertifikat belegen

   Das Zertifikat Microsoft Office Specialist (MOS) weist geprüfte Fähigkeiten in einzelnen Office-Programmen nach. Für die Stufe Associate bestehst du drei Prüfungen in unterschiedlichen Programmen, etwa Word, Excel und PowerPoint. Beispiel: Eine Bewerberin für die Teamassistenz legt ihren Unterlagen das MOS-Zertifikat für Word, Excel und Outlook bei.

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