Visio Essentials Training

What is Microsoft Visio?

Microsoft Visio is a diagramming application used to create flowcharts, organisation charts, process maps and other business visuals. It helps users communicate processes, structures and workflows clearly using shapes, stencils, connectors and diagrams.

Who should attend Visio Essentials in a Day?

Visio Essentials in a Day is suitable for professionals who need to document, map and communicate business processes. It is useful for managers, project teams, business analysts, administrators and other users who need to create structured process diagrams and navigable business documentation.

What will I learn in Visio Essentials in a Day?

You will learn how to build flowcharts and phase diagrams using stencils, shapes, connectors and themes; create navigable documents using background pages and off-page references; create custom shapes and stencils with shape data; use containers; build cross functional flowcharts with swimlanes and phases; create organisation charts manually and from Excel; add hyperlinks; and export your completed pack to PDF.

What will I create during the Visio course?

You will build an eight page, fully navigable Annual Report Preparation process pack. Each Visio skill is taught in the context of a page you are constructing, so you finish the course with a completed, reusable artefact rather than a collection of separate practice drawings.

Is Visio Essentials in a Day suitable for beginners?

Yes. No prior Visio experience is required. General familiarity with Windows and Microsoft 365 is enough to attend the course.

What version of Microsoft Visio do I need for this course?

This course requires Visio Plan 2 with the desktop app installed. Custom stencils, the Organisation Chart Wizard, Data Visualizer and full container behaviour used during the course are not available in Plan 1 or Visio for the web. Visio desktop runs on Windows only.

Does this Visio course cover process mapping and flowcharts?

Yes. You will build flowcharts using process, decision and document shapes, work with decision and validation loops, add and format connectors, use connection points, and learn how dynamic and point glue affect diagram behaviour.

Does the course cover cross functional flowcharts and swimlanes?

Yes. You will learn how to build cross functional flowcharts using swimlanes and phases, organise multi-party processes, reorder lane structures and identify handovers between different teams or functions.

Will I learn how to create organisation charts in Visio?

Yes. You will build an organisation chart by hand and use the Organisation Chart Wizard to generate an organisation chart from an Excel workbook. You will also learn how to move the generated chart into your process pack and work with its layout.

Does the course cover using Excel with Microsoft Visio?

Yes. You will use an Excel workbook with the Organisation Chart Wizard to generate an organisation chart. The course also includes a demonstration of Data Visualizer for generating a flowchart from Excel.

Will I learn how to create custom Visio shapes and stencils?

Yes. You will learn how to build a master shape using grouping, define shape data fields, create and save a custom stencil, save it to My Shapes and reopen it for future use.

Can I create a multi-page, navigable document in Visio?

Yes. The course covers background pages, page fields, off-page references, linked page pairs, page management and hyperlinks so you can connect individual diagrams into a navigable process pack.

Can I export my Visio process pack to PDF?

Yes. You will learn how to prepare the pack for publishing, manage page size, paper size and drawing scale, and export the finished document to PDF. The course also covers testing the exported PDF, including its links and navigation, before distribution.

Can I attend Microsoft Visio training online?

Yes. Microsoft Visio training is available live online via Remote Online, as well as in-person classroom training. Remote students can ask questions, participate in discussions and share their screen with the trainer when they need help. To attend remotely, select Remote Online when booking.

What is remote Microsoft Visio training?

Remote Microsoft Visio training is live online instructor-led training delivered through video conferencing. Students can access the usual classroom-style course remotely, ask questions, join discussions and receive trainer support during the session.

Where is Microsoft Visio training available?

Nexacu offers Microsoft Visio training in person and live online via Remote Online. Remote delivery allows participants across Australia to attend instructor-led Visio training from their workplace or home office.

How can I prepare for online Microsoft Visio training?

Remote participants need Visio Plan 2 with the Microsoft Visio desktop application installed before attending. Visio desktop is only available on Windows, so Apple devices and macOS are not suitable for this course.

For installation support, refer to Microsoft’s Visio installation instructions: install Visio.

To download your exercise files, log in to your Student Portal, open the Materials tab and download the required course files before training begins.

How can I apply the Visio skills from this course in the workplace?

The process pack built during the course uses Annual Report Preparation as the practical example, but the same approach can be applied to other multi-phase processes. This could include audit cycles, onboarding programmes, grants rounds and other business processes involving multiple stages, teams or handovers.