Microsoft Visio Essentials

This one-day training course has been designed to give you all the basics of 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.

This course is only available for private bookings, either for groups or as a one-to-one, held online via Zoom or in the classroom. Please get in touch for availability.

Course Overview

Due to COVID-19, our public programme is currently only being held online through our Face-to-Face Live Online learning sessions. We have had to adjust the course content slightly so it can be delivered online — please see below for the updated course outline.

However, we are now able to offer classroom training sessions for private bookings. Please get in touch for more information, pricing and availability.


This is a full-day course consisting of three 90-minute live online sessions with independent work and breaks in between. Please ensure you block out the whole day in your diary to get the most impact from your learning.

What you will learn

Session 1 (9.30am-11.00am)

  • Describe the differences between a stencil, template and drawing
  • Find and use other stencils
  • Use the shapes window to manage quick shapes
  • Select and manipulate shapes placed on the drawing page
  • Alter page settings and understand auto-sizing options
  • Work efficiently with shapes using zooming features
  • Move, copy and resize shapes
  • Add and format text
  • Use the text block tool to alter text positioning

Session 2 (11.30am-1.00pm)

  • Basic flowchart techniques
  • Connect shapes using: Auto-connect, the connector tool, drag and drop shapes, connectors from a stencil, point to point and shape to shape connections
  • Align and distribute shapes
  • Use guides on a drawing page

Session 3 (2.00pm- 3.30pm)

  • Create an organisational chart structure
  • Use the cross-functional flowchart template
  • Add, edit and delete swim lanes
  • Insert new pages
  • Create Foreground and Background pages
  • Reorder and rename pages

What you will learn

By the end of this one-day Visio 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

Course timetable

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

Group Learning Events

If you have three or more learners, a private group course could be cheaper.

We can tailor the content to your team, and host the training remotely, at your workplace or here at Happy's HQ in Aldgate, Central London.

Find out more

What is it like to learn with Happy?

Our facilitators make learning interactive and fun. In this video, Maureen delivers a session on Formulas and Functions in Excel at Happy's HQ in London.

Get in touch

This course is only available as a one-to-one or private group booking.

For pricing and availability, send us a message using the form below, leave us a message on 020 7375 7300, or speak to an Account Manager straight away using our Live Chat service in the bottom right of your screen!

The Small Print

For Live Online Interactive Learning sessions (webinars)

The course will run remotely for a full day consisting of three 90-minute live online sessions with independent work in between. 

All learners will need to install Zoom on their machines. Full technical requirements are on the Zoom website. Your link will be included in your joining instructions once you have booked your place — if you haven't received this email then please contact our team.

Learners should log into the training session 10 minutes before the start time to ensure that they have downloaded and set up Zoom correctly. The course will start precisely on time and it may not be possible to go back over material missed by late arrivals.

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

For classroom sessions

All public classroom sessions take place at Happy's HQ in London at Robert Dolan House, 9 Alie Street, London E1 8DE. Please see our Contact Us page for full directions and a PDF map.

The course will run from 10am to 4:45pm (lunch is served 1pm to 1:45pm — we offer a choice of 3 cold bowl dishes). 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.

The happy Guarantee

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 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.

Coronavirus Update

We are monitoring the Coronavirus pandemic closely and are following all current Government guidelines. Please see our Coronavirus Policy for more details and the latest information.

If you have any questions or concerns, contact our friendly team, available Monday to Friday, 9am to 5pm.


Your post-course support package

  • Included in the price of both online and classroom programmes
  • 2 years of free access to our IT Helpline
  • Unlimited access - call or email our team as often as you need
  • Ask about any content covered on your course

Did you know...

...Happy runs courses in a host of other Microsoft Office applications?

This includes beginner, intermediate and advanced courses in Excel, Word, PowerPoint, Outlook and Access, which provide essential knowledge for getting you started as well as highly specialised techniques. We also cater to users of MS Project, Publisher, and Office 365 Online. 

Beginner Excel Core Level 1 for anyone who has never used Excel or any other spreadsheet package before. Find out more

Collaborating with OneDrive and OneNote to enable you to use OneDrive and OneNote so you can collaborate more effectively with your colleagues. Find out more

Microsoft Publisher Essentials to enable you to create documents for printed publication, such as newsletters, flyers, brochures, business cards, and more. Find out more