Lesson Plan Charity Auction
Project – Sales Proposal
Charity Auction
The sales proposal in this lesson is designed to persuade readers to donate items or volunteer
their time for a charity auction. The proposal includes a colorful title page to attract the
readers’ attention. To add impact, the sales proposal has a watermark of an auctioneer behind
the text and graphics on each page. It also uses tables, a chart and a bulleted list to summarize
and highlight important data.Objectives:
At the completion of this lesson, the student will be able to … Border and shade a paragraph Modify and format a Word table Insert and format a SmartArt graphic Sum columns in a table Insert a watermark Create a chart from a Word table Insert a section break Add picture bullets to a list Insert headers and footers Create and apply a character style Draw a table Insert a Word document in an open document
1. Open a blank Word document and save it as “Charity Auction Title Page” (your last
name) and password protect it.2. Click the Show/Hide button on the Home tab to display the formatting marks
Creating a Title Page To Change Theme Colors
3. Click the “Change Styles button” on the Home tab to display the change styles menu
and click “Colors” to display the colors gallery (Note: this can also be done by going to the Page Layout tab and clicking “Themes”) Click “Verve” in the colors gallery to change the document theme colors to Verve
To Format Characters
4. Click the “Center Align button” to center the title
5. Change the font type to “TW Cen MT Condensed Extra Bold” using the font box
arrow on the Home tab
6. Change the font size to 72 pts. using the font size box arrow
7. Type “Charity Auction”
To Add a Border to a Paragraph
color in the 5
Click the “Page Layout tab/Paragraph group” on the ribbon to display the Page Layout tab With the insertion point in the paragraph to indent, click the “Indent Left box up arrow” three times to display 0.3” in the indent left box and adjust the paragraph left indent by 0.3” Click the “Indent right box up arrow” three times to display 0.3” in the “Indent
click the “View Ruler button” on the horizontal scroll bar, so that you can see the indent markers in relation to the margins.
10. Display the vertical and horizontal rulers using the “View tab/Show Hide group” or
NOTE: the text color changed to white. If you select a dark shading color, Word automatically changes the text color to white so that it is easier to read. To Change Left and Right Paragraph Indent
NOTE: if you want the border and shading to start and end at a different location from the
margins, change the left and right paragraph indentsrow) to shade the current paragraph
th
th
8. Place the insertion anywhere in the title paragraph (Charity Auction) and go to “Home tab/ Paragraph group/ Borders button arrow” to display the “Borders and Shading
Click “Pink, Accent 2, Darker 25%” (6
9. With your pointer anywhere in the title paragraph, click “Home tab/ Paragraph group/ Shading button (paint bucket)” to display the shading color gallery
To Add Shading to a Paragraph
Click “OK”
Click the “Color box arrow” and then click “Gray-50%, Text 2) which is the 4th color in the 1st row
Dialog box” Click “Box” in the “Setting area” Click the “Width box” and change the width of the border to 6 pts.
Right box” and adjust the paragraph right indent by 0.3”
To Clear Formatting
When you press “Enter” at the end of the first line, to the beginning of the second line on the
title page, the border and shading are carried forward to line 2, and any text you type will be 72
point, TW Cen MT Condensed Extra Bold font. Perform the following steps to clear the
formatting which applies the “Normal Style” to the rest of the text typed.11. Position the pointer at the end of line 1 and click “Enter”
Display the “Home tab” Click the “Clear Formatting button” (looks like an eraser) in the font group to apply the “Normal Style” at the location of the insertion point
SmartArt Graphics
To Insert a SmartArt Graphic12. With the insertion point on the blank paragraph below the title
Click the “Home tab/ Center Align button” so the SmartArt graphic will be centered below the title Display the “Insert tab” Click the “Insert SmartArt Graphic button” to display the “Choose a
SmartArt Graphic dialog box
Click “Process” on the left side of the dialog box to display the choices related to a process SmartArt graphic Experiment with the various choices by pointing to them and looking at the results in the “preview box” Click on the “Upward arrow” which displays a preview and a description of the
Upward Arrow layout Click “Ok” to insert the SmartArt graphic
To Add Text to a SmartArt Graphic
You can enter text in the placeholder text in the SmartArt graphic or in the text pane. The text
pane, which is a separate window that can be displayed next to the SmartArt graphic, has
placeholder text that duplicates the text in the SmartArt graphic. The text that you enter in a
placeholder wordwraps at the end.13. Type “Going Once” in the selected lower left placeholder text
14. Click the middle placeholder to select it and type “Going Twice”
15. Click the upper right placeholder to select it and type “Sold”
To Change Colors of a SmartArt Graphic
16. Select the SmartArt graphic
Click the “Design tab (contextual tab)/ SmartArt Styles group/Change colors
button”
Click “Colored Outline – Accent 5” in the Change Colors gallery to apply the selected color to the SmartArt
To Apply a SmartArt Style
17. Select the SmartArt graphic
Click “Design tab/SmartArt Styles group/More button” to expand the SmartArt Styles gallery
Place your pointer over the various styles to experiment with them Go to the 3-D area, and click on “Polished” to apply that style to the SmartArt
To Format Text Using the Mini Toolbar
18. Double-click the word “Sold” to select it
Using the mini toolbar, make it bold Click the “font size arrow” on the mini toolbar and change the font size to 44 pts.
Click the “font color arrow” on the mini toolbar and change the font color to “Pink, Accent 2, Darker 25%”
To Format Characters and Modify Character Spacing Using the Font Dialog Box To format text at the bottom of the title page this is the theme of the proposal.
19. Position the insertion point on the paragraph mark to the right of the SmartArt graphic the
press the “Enter” key to position the insertion point centered below the SmartArt
graphic.
Type “Join us for this great cause!” Select the sentence you just typed and open the “Font dialog box” on the Home tab Click “Calibri” in the Font Type list and “Bold Italic” in the Font Style List Change the font size to 48 pts.
Change the font color to “Pink Accent 2, Darker 25%” Click “Shadow” in the Effects Area Click the “ Character Spacing tab” to display the “Character Spacing sheet” in the dialog box
Click the “Spacing box arrow” and click “Expanded” to increase the amount of space between the characters to 1 pt. which is the default Click the “Spacing By box up arrow” until the box displays 5 pts. of blank
space are displayed between each character
Click “OK”
To Change the Case of Text
20. Select the sentence at the bottom of the page
Go to the “Home tab/ Font group/ Change Case button” to display the “Change Case gallery”
Click “Uppercase” to change the sentence to all caps Press the “End key” to deselect the text and position the insertion point at the end of the document
To Zoom One Page
21. Click “View” on the ribbon to display the “View tab”
Click the “One Page button” on the “View tab” to display the entire page centered in the document window
To Create a Watermark
A “watermark” is text or a graphic that is displayed on top of or behind the text in a document.
In this project, a picture of an auctioneer is displayed behind all text and graphics as a
watermark.22. Go to “Page Layout tab/Page Background group/Watermark button” to display the
watermark gallery Click “Custom watermark” to display the “Printed Watermark dialog box” Click “Picture Watermark” Click “Select picture” and navigate to the share drive and click on the picture of the auctioneer.
Click “Insert” and click “OK”
To change Spacing Above a Paragraph and Set Zoom Level To make the text “Join Us For This Great Cause” stand out by positioning the text below the bottom of the auctioneer watermark.
23. With the insertion point in the paragraph to adjust “Join Us For This Great Cause”
Click “Page Layout tab/Paragraph group/Spacing Before” Change the “spacing before” to 150 pts. Use “Shift +F1” to reveal formatting Save your work.
Inserting an Existing Document in an Open Document
Assume you already have prepared a draft of the body of the proposal and saved it with the file
name “Charity Auction Draft.” You would like the draft to display on a separate page following
the title page. Once the two documents are displayed on the screen together as one document
you save this active document with a new name so that each of the original documents remains
intact.To Insert a Next Page Section Break
The next 2 pages of the document have a header but the title page does not. One way to specify
different headers in a document is to divide it into sections24. Place the insertion point at the end of the page after the exclamation point
Go to “Page Layout tab/Page Setup group/Breaks button” Go to the “Section Breaks gallery” and click on “Next Page Section Break” A new section is created and the insertion point jumps to page 2
NOTE: The watermark automatically appears on page 2 and on all other pages of the document. This is because a watermark is a page format that is automatically carries forward to subsequent pages. To Clear Formatting
When you create a section break, Word carries forward any formatting at the location of the
insertion point to the next section. In this project, the current paragraph has 150 points of
spacing before the paragraph and the text is formatted the same as the last line of the title page.
25. Display the Home tab
With the insertion point positioned on the paragraph mark on the second page Click the “Clear Formatting button” on the Home tab to apply the Normal style to the location of the insertion point
To Insert a Word Document in an Open Document The next step is to insert the draft of the sales proposal at the top of the second page of the document. The draft is located wherever you save your documents (Pdrive)
26. Be sure the insertion point is positioned on the paragraph mark at the top of page 2
27. Go to “Insert tab/Text group/Object button”, click the arrow by the “Object button”
Click “Text from File” to display the “Insert File dialog box” Navigate to the folder where you have your documents saved (P drive) and click on “Charity Auction Draft” to select the file name.
Click the “Insert button” in the dialog box to insert the file, Charity Auction Draft, in the open document at the location of the insertion point
Note: When you insert a file in an open document, Word positions the insertion point at the end of the inserted document Press “Shift + F5” to position the insertion point on line 1 of page 2, which was its location prior to inserting the new Word document
To Save an Active Document with a New File Name 28. “Save As” “Charity Auction Proposal” to give the complete document a new file name To Customize Theme Font Sets
Theme fonts are font sets that use one type of font for headings, and another type of font for the
body text29. Click “Home tab/Styles group/Change Styles arrow/Fonts”
Click “Create New Theme Fonts” to display the “Create New Theme Fonts dialog box” Click the “Heading font box arrow” Scroll to and then click “TW Cent MT Condensed Extra Bold” Click the “Body font box arrow” and then click “Franklin Gothic Book” Type “Charity Auction Proposal” as the name for the new theme font Click the “Save button” in the dialog box to create the customized theme font with the name “Charity Auction Proposal” and apply the new heading and body fonts in the current document
To Delete a Page Break
30. Scroll to the bottom of page 2 to display the page break notation in the document window
Highlight the page break notation Press the “Delete key” to remove the page break from the document
To Cut Text
31. Scroll to the end of the document and select the words “very much”
Click the “Cut button” on the “Home tab” to remove the selected text from the document When you cut items they are placed on the “Office Clipboard” for later use if necessary
To Go To A Specific Section
32. Go to the Status bar and click the “Page Number in Document” button
Click “Section” in the “Go to What” area Type “2” in the “Enter section number” text box Click the “Go To button” in the dialog box to position the insertion point at the beginning of section 2 in the document Click the “Close button” in the dialog box
To Create a Header Different from the Previous Section Header
The next step is to instruct Word that the header and footer to be added should be in only the
current (second) section of the document so that the header and footer do not appear on the title
page.33. Go to “Insert tab/Header and Footer group/Header button”
Click “Edit Header” to switch to the header for section 2 NOTE: If the header displays the tab, “Same as Previous,” in its lower-right corner, click the “Link to Previous” button on the “Design tab” to remove the “Same as Previous” tab, which means that the headers and footers entered in section two will not be copied to section 1.
To Insert a Formatted Header Word provides several built-in preformatted header designs for you to insert in documents.
34. Click the “Design tab/Header and Footer group/Header button” to display the Header
gallery Experiment with the various header choices Click the “Alphabet” header design to insert it into the header of section 2 Click the “Content Control” and type “FIFTH ANNUAL KNOLL SPRINGS
CHARITY AUCTION” (ALL CAPS) To Insert a Formatted Footer
35. Click the “Design tab/Navigation group/Go to Footer button” to display the footer in
the document window Click “Design tab/Header and Footer group/Footer button” to display the
Footer gallery Click the “Alphabet” footer design to insert the footer in section 2 Click the “Content Control” and type “JOIN US FOR THIS GREAT CAUSE!”
(all caps)
To Format Page Numbers to Start at a Different Number
36. With your pointer in the footer area, click “Design tab/Header and Footer group/Page Number” to display the “Insert Page Number” menu
Click “Format Page Numbers” on the “Insert Page Number” menu to display the Page Number Format dialog box Click “Start” in the “Page Numbering” area Click “OK” to change the starting page number for section 2 to the number 1 Click the “Close Header/Footer button”
Editing and Formatting a Table
To Format Characters37. Scroll to display the table in the document window
Select the table title “Auction Distribution for Selected Charities” Bold the title and change the font color to “Pink, Accent 2, Darker 25%”
To Format the Table in the Document
38. Delete the blank second column
Add a row to the bottom of the table In the first cell of the new row, type “Total”
To Sum Columns in a Table nd
39. Click in the cell to contain the sum (last row, 2 column)
Go to “Home tab/ Data group/ Formula button” Click “OK” to place the sum of the numbers in the column in the current cell Press the “Tab Key” – Click the “Formula button” on the Home tab and click
“Ok” Press the “Tab Key” – Click the “Formula button” on the Home tab and click
“Ok
To Apply A Table Style
40. Place the insertion anywhere in the table
Click the “Design tab” Go to the “Table Styles Option group” (left side) Be sure just these check boxes contain check marks in the Design tab: “Header
Row” – “Total Row” – “First Column”
Click the “More button” in the “Table Styles gallery” Click the “Colorful List” to apply the “Colorful List Style” to the table Center the table horizontally on the page
To Border a Table
41. With the table still selected, go to “Design tab/Draw Borders group/Line Weight
button” Click “1 pt” in the “Line Weight” gallery Go to “Design tab/Table Styles group/Borders button arrow” Click “Outside borders” to add a 1 pt. border to the table Deselect the table Highlight the cells containing dollar amounts Click the “Layout tab/Alignment group/Align top right button”
Charting a Word Table To Chart a Table
Using Microsoft Graph: When you create a Word table, you can easily chart its data using an
embedded charting program called Microsoft Graph. To create a chart from a Word table, the
first row and left column of the selected cells in the table must contain text labels and the other
cell in the selected cells must contain numbers. The table in this exercise meets these criteria.42. Highlight the first 5 rows of the table (do not highlight the total row)
Click the “Insert tab/Text group/Insert Object button” Click the “Object button” on the Object menu to display the Object dialog box If necessary, click the “Create New tab” Select “Microsoft Graph Chart” in the object type list Click “OK” to start the Microsoft Graph program which creates a chart of the selected rows in the table
To Move Legend Placement in a Chart
In this step we will move the legend so that it displays below the chart instead of to the right of
the chart.43. Make sure the chart is highlighted
Right-click the legend in the chart to display a shortcut menu related to the legends Click “Format Legend” on the shortcut menu Click the “Placement tab” if necessary Click “Bottom” in the Placement area Click “OK”
To Resize a Chart
44. Point to the bottom right sizing handle and drag to the right to resize the chart
The chart should stretch from the beginning of the word “For” at the beginning of the paragraph to the end of the word “buyer” in the first line
To Change the Chart Type
45. Right-click an area of white space in the chart to display a shortcut menu
Click “Chart Type” on the shortcut menu to display the Chart Type dialog box If necessary click the “Standard Types” tab In the “Chart Types list” select “Cylinder” Click “OK”
To Exit Graph and Return to Word
46. Click anywhere outside the graph to close the Graph program and return to Word
Display the “Home tab” Click the chart to select it Click the “Border button arrow” Click “Outside border” to place the same border around the chart that is around the table Click the “Home tab/Paragraph group/Line Spacing button” Click “Add Space Before Paragraph” to place a blank line above the chart Deselect the chart
Working with Formats, Styles, and Bulleted Lists
To Create a Character StyleIn this sales proposal, the auction categories at the beginning of the second, third, fourth, and
fifth bulleted paragraphs are to have the same character format as the auction category at the
beginning of the first bulleted paragraphs (bold and dark pink.)You could select each of the
auction categories and then format them. A more efficient technique is to create a character
style.47. Go to the first bullet point on page 3 and highlight the formatted word “Art” (formatted
in bold and pink font) Right click the word “Art” and point to “Styles” on the shortcut menu Click “Save Selection as a New Quick Style” Type “Categories” in the “Name Text Box” as the name of the new style Click the “Modify button” and then Click the “Style” type box arrow Click “Character” so that the new style does not contain any paragraph formats Click “OK” to create the new character style
To Select Nonadjacent Text The next step is to select the auction categories in the second, third, fourth, and fifth bulleted paragraphs so that you can apply the “Categories” style to the categories.
48. Drag through the first item to select “Electronics”
Hold down the CTRL key and drag through “Entertainment,” “Home and
Garden,” and “Outdoor Equipment” To Apply a Quick Style
49. Click “Categories’ in the “Styles Gallery” to apply the “Categories” character style to
the current paragraph
To Customize Bullets in a List
50. Select all of the paragraphs in the bulleted list
Click the “Bullets button” arrow on the “Home tab” to display the Bullets gallery Click “Define New Bullet” in the “Bullets gallery” to display the “Define New Bullet” dialog box Click the “Picture button” in the “Define New Bullet” dialog box to display the
“Picture Bullet” dialog box Choose a bullet style of your choice and click “OK”
Drawing a Table
To Draw an Empty Table51. Display the “Insert tab”
Click the “Table button” on the “Insert tab” to display the table gallery Click “Draw Table” Position the mouse pointer (which has a pencil shape) where you want the “upper
left hand corner” of the table
Drag the pencil pointer downward and to the right until the dotted rectangle goes from the word “If” the right of the word “you” at the end of the paragraph and should extend about ½ inch below the watermark Release the button to draw the table border
52. Position the pointer on the top border of the table at about the letter “O” on the word
“auction” above the table Drag the pointer down to the bottom border of the table Draw another vertical line starting at about the letter “e” in the word “outlined” above Draw another vertical line starting at the letter “o” in the word “below” in the line above
53. Position the pencil pointer about ½ inch down on the first vertical line you drew and draw
3 horizontal lines that extend to the right border NOTE: the second horizontal line should extend from the left border to the
right border To Erase Lines in a Table
54. Click the “eraser button” on the far right side of the “Design tab” (the mouse pointer
changes to an eraser) Erase part of the third horizontal line in the second column
To Distribute Rows
Because you drew the table borders with the mouse, some of the rows may be varying heights.
The following step spaces the row heights evenly.
55. Display the “Layout tab/Table group/Select Table button” to select the complete table
Click “Layout tab/ Cell Size group/ Distribute Rows button” to make the height of the rows uniform
To Single Space Table Contents
You want the data that you are going to enter into the cells to be single-spaced instead of 1.15
(the default)56. Select the table and press “CTRL + 1”
57. Type data into the cells of the table using the data sheet provided (handout) To Display Text Vertically
58. Select the cells containing the words “Before Auction” and “During Auction”
59. Go to “Layout tab/Alignment group/Text Direction button” and click the “Text
Direction button” two timesTo Resize Table Columns to Fit Table Contents Each table cell should be as wide as the widest entry in the table
60. Place the insertion point in the table Go to the “Layout tab/Cell Size group/AutoFit button” Click the drop down arrow and click “AutoFit to Contents” from the AutoFit
Menu NOTE: the text in each cell will now be displayed on 1 line (Before Auction
and During Auction were cut off in the first column-will be corrected in the next step) To Change Column Width
61. Click the “View Ruler” button to display the horizontal and vertical rulers Position the mouse pointer on the first “Move Table Column” marker on the ruler Drag the “Move Table Column” marker rightward until the word “Auction” appears in the table cells (displayed vertically)
To Align Data in Cells
62. Select the cells containing dates and tasks Click “Layout tab/Alignment group/Align Center Left button” to center the text vertically along the left edge of the cell Select the cells containing the times Click “Layout tab/Alignment group/Align Center Right button” to center the selected text vertically at the right edge of the cell
Add a Row to a Table and Merge Cells The next stop is to add a row to the top of the table for the table title
Go to “Layout tab/Rows and Columns group/Insert Rows Above” Highlight all of the columns in the first row (the row you just created) Go to “Layout tab/Merge group/Merge Cells button” to merge 4 cells into 1
To Enter and Format Text in a Cell NOTE: The merged cell uses the formats that were in the leftmost cell, which means its contents are aligned vertically
64. With the first row of the cell still selected, click “Layout tab/Alignment group/Text
Direction button” until the text is displayed horizontally in the merged cell Click the “Align Center button” in the “Alignment group of the Layout tab” Type “Volunteers Needed” as the table title
To Shade a Table Cell
65. Place the pointer in the top cell of the table (the cell to shade)
Go to “Design tab/Table Styles group/Shading button arrow” Apply the shading color “Gray-50%,Text 2, Lighter 60%
To Format and Shade More Cells and Change Table Border Color
66. Highlight the table title “Volunteers Needed”
Make it bold Change the font size to 20 point Select the dates and make them bold Shade the date cells Gray-50%, Text 2, Lighter 60% Highlight the whole table and open the “Borders and Shading” dialog box In the “Setting area” on the left, click “All” so that all borders will be formatted Click the “Color box arrow” and click “Pink, Accent 2, Darker 25% to change the border colors in the preview area Click “OK” and then deselect the table
To Change Row Height and Add a Blank Line Above a Paragraph
67. Click on the bottom border of the top row, and drag up just below the title text and then
release the mouse button Place the pointer in the last paragraph of the proposal Press CTRL + 0 to add a blank line above the paragraph NOTE: If the text spills onto the next page, use the sizing handle to make the table a little smaller