Excel Training

Health & Nutrition

This project is

In Progress

Matched with:

Eric M.

This project will save us $4,174 , allowing us to enhance our monitoring and evaluation skills through the excel sheets and modeling for financial analysis.

What We Need

  • Customized Excel Training session(s) 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

How This Will Help

I have a new monitoring role in my organization that will need excel analysis and presentations. This will involve financial analysis for decision making on projects/programs and will involve tracking of project work plans and deliverable to enhance optimum budget burn rate.

What We Have In Place

We currently have I am willing to take the challenge which should make it easy for you to get started. We also have I already have starter skills in excel management and use and the ability to provide any other information you need.

Fun Fact

For staff, you are given a portfolio and asked to deliver - very minimal guide. Its like being dropped in a new planned and to live -- the freedom you get for innovation is just out of this world.

  • Location: Remote (work anywhere)

Project Steps

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
Milestone 1: Date and 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
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
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
Prerequisites for Professional
  • Advanced understanding of Microsoft Excel, including definitions, formatting, functions, formulas, charting, pivot tables, productivity tips, and best practices
  • Ability to teach and train a group effectively
Prerequisites for Organization
  • A private room or workspace where your training can take place without distraction
  • At least 1 computer per 2 attendees; each computer should have Excel installed in the version in which the training is being conducted

Our Mission

To generate evidence, strengthen research capacity and engage policy to inform action on population health and wellbeing