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Excel Training

Help Middle Peninsula Northern Neck Community Services… improve the efficiency of their day-to-day data management processes by unlocking the power of Excel’s fast data analysis, complex calculations, and easy data visualizations.
Middle Peninsula Northern Neck Community Services Board Prevention, Health & Wellness Division
Hayes, VA, USA
Middle Peninsula Northern Neck Community Services Board Prevention, Health & Wellness Division
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Middle Peninsula Northern Neck Community Services Board Prevention, Health & Wellness Division
Hayes, VA, USA

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Cause
Human services
Skills
Data analysis Training

Posted March 13th

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Excel Training
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Project details

What we need
  • Customized Excel Training session(s) for up to 5 people over the course of 1-2 days
  • Sessions may be broken up into Beginner, Intermediate, and/or Advanced
  • Sample topics may include: formulas, commonly used functions, autofill, sorting and filtering, freezing, hiding, and grouping, formatting tips, keyboard shortcuts, pivot tables, charting and graphing, print readiness, collaborative work issues, and overall best practices
Additional details

Our organization would like to establish an inventory spreadsheet using Excel. We would like this spreadsheet to be user friendly and easy to navigate so we can track receipt and usage of various materials and filter our usage by County in which we are using certain materials.

What we have in place
  • We currently have no spreadsheet to track our inventory. It is maintained on a word document and manually updated as changes occur. We do have data available that will help to populate a new spreadsheet once it is created.
How this will help
This project will save us $4,174 , allowing us to better allocate funds for community prevention efforts across multiple counties across VA and increase our reach.

It is important that we are able to better track our inventory and present that information to others in the agency. This project would increase our efficiency, reduce our labor hours, and help us to better manage our budget.

Project plan

P
Prep: Communication of Need
  • Volunteer Manager shares staff specifics such as how many employees will likely attend the training day and what skill levels should be targeted
  • Volunteer Manager shares training logistics such as version of Excel, the types of computers attendees will be using, and relevant information about the training space such as presentation equipment available (whiteboard, projector) and number of computers per attendee
  • Professional suggests the preferred format of the training, and incorporates any feedback from the Volunteer Manager
  • Note: If necessary, Volunteer Manager may have Volunteer sign a Non Disclosure Agreement (NDA) prior to sharing and discussing any organizational data
1
Milestone 1: Date & Agenda Setting
  • Professional and Volunteer Manager decide when to hold the training
  • Volunteer Manager shares any specific Excel issues they would like to cover, along with specific datasets they’d like the volunteer to utilize during the training
  • Professional prepares a detailed agenda for each training session outlining the topics they will cover
  • Volunteer Manager shares agenda and preliminary materials internally with staff
2
Milestone 2: Final Training Prep
  • Volunteer Manager informs the professional of the number of RSVPs along with any questions or comments
  • Professional shares any preliminary work they would like attendees to complete prior to training
  • Professional finalizes any examples necessary to conduct training
3
Milestone 3: Training Day
  • Training is conducted via some combination of presentation, examples, and Q&A
  • Professional makes themselves available for follow-up questions for up to 2 weeks
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About the org

Middle Peninsula Northern Neck Community Services Board Prevention, Health & Wellness Division
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Cause
Human services
Posted by
JS
Jennifer S.

Volunteer manager

Our mission

The mission of the Middle Peninsula-Northern Neck Community Services Board is to provide comprehensive clinical and support services to those who need us. We measure and assess their needs, plan for their effective treatment, and assemble the necessary resources to ensure that our services are the best they can be. To actively promote the development of healthy and resilient individuals, families, and communities

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