Visio 2013/2016 Essentials

This one-day training course course has been designed to give you all the basics of MS Visio, so you can start mapping process flow diagrams and creating organisation charts, network diagrams and scaled diagrams (such as room layouts). By the end of the day you will be able to set up, populate, layout, print and export a Visio diagram, and you will be able to create multiple pages with links between them.

Available for Private and Tailored group events

This course is run privately for groups or 1-2-1 Coaching sessions

Book a 1-2-1 Session or Group Event

Course Location

Happy HQ, 3rd Floor, 9 Alie Street, London E1 8DE

Course Requirements

Delegates must be confident in using Windows and a mouse.

This course is designed for PC users of Microsoft Visio 2013-2016. It is also available for users of Visio 2007/2010 – please ensure you attend the course that is appropriate for your version of Visio.

What You Will Learn

By the end of this one-day course, you will be able to:

  • Open templates and stencils
  • Understand the layout of the drawing window and how to zoom
  • Format shapes and text
  • Use foreground and background pages to produce consistent layouts
  • Connect shapes using connector tools
  • Create basic flowcharts, process flowcharts and organisation charts
  • Create hyperlinks between pages and save your drawings for use on an intranet or internet
Enquire now


Session 1: Creating a simple drawing

  • Getting around Visio
  • Drawings, stencils and templates
  • Finding shapes
  • Working with shapes
  • Zooming, panning and moving around a drawing
  • Grids and rulers
  • Working with text

Session 2: Using multiple links and pages

  • Inserting, deleting, copying and naming pages
  • Creating a page to be used as a background
  • Applying background pages to other drawings

Session 3: Using flowchart shapes

  • Connecting shapes together
  • Connector tools – point to point and shape to shape
  • Align and distribute
  • Saving a drawing for use outside of Visio

Session 4: Using guides

  • Creating an organisation chart on one or more pages
  • Formatting parts of an organisation chart
  • Saving a drawing for the web or an intranet


The course will run from 10am to 4:45pm (light cold buffet 1pm to 1:45pm). Please be careful to arrive by 9.45am for registration and refreshments. The course will start precisely on time and it may not be possible to go back over material missed by late arrivals. If you arrive over 30 minutes late you may be asked to leave and attend another day.

Please ensure you read our Terms and Conditions before booking for our payment terms and cancellation policy.


We want everyone to go away from our courses feeling as though they have learnt useful, practical skills that they can use straight away when they go back to work.

If you don’t feel that your training has been useful or if you are unhappy in any way, please just get in touch with our Customer Services team within 30 days of the course. We will be happy to offer you additional support and training free of charge to help you to gain the skills you need, or if you’d prefer, a full refund.

Your Course Trainer

Paul Wherly

Paul Wherly

Paul trains on Microsoft products both on the Mac and PC platforms including VBA. Paul has trained with Happy since "the dawn of MS-DOS when formulas ruled the earth."