Excel Training

Help HOPE Toledo 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.
HOPE Toledo
Toledo, OH, USA
Unfollow
Log in to follow
HOPE Toledo
Toledo, OH, USA

1

Live Projects

0

Matched Projects
0 Followers

Posted April 1st

Share this project:

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

Training for up to five staff members. Can work with volunteer to establish a adequate time table for teaching class. Learning basic and intermediate skills of formulas, commonly used functions, autofill, creating list, 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.

What we have in place
  • We currently have Zoom account and laptops, which should make it easy for you to get started. We also have Microsoft Office/Excel, and the ability to provide any other information you need.
How this will help
This project will save us $4,174 , allowing us to allocate the funds to be used to support the programs and operations.

This will help by increasing and organizing the data and capturing the effectiveness and impact of our programs. This will also help the organization with day-to-day operations.

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
Show more

About the org

HOPE Toledo
Unfollow
Posted by
Sareena C.

Executive Assistant/Office Manager

Our mission

To support and ensure high quality education from birth to career - preschool, postsecondary and trade school - for young people in the Toledo Region, creating generational economic change for the betterment of our families and community

The pixel