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Excel Training

Help Jewish Relief Agency 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.
Jewish Relief Agency
Bala Cynwyd, PA, USA
Jewish Relief Agency
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Jewish Relief Agency
Bala Cynwyd, PA, USA

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Cause
Health & nutrition
Skills
Data analysis Training

Posted August 16th

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Excel Training

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
What we have in place
  • The staff is excited and maybe just a bit nervous about getting started. Our excel skills range from getting started to just beyond basic operations.
How this will help
This project will save us $4,174 , allowing us to purchase 232 boxes of food our volunteers will deliver to the needy in our community.

Our staff needs to advance our rudimentary excel skills in order to gain efficiencies in all aspects of our organization. This includes logistics, food operations, volunteer management, recipient management and financials.

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

Jewish Relief Agency
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Causes
Health & nutrition Community & economic development
Posted by
EG
Elvera G.

Program and Communications Manager

Our mission

Jewish Relief Agency (JRA) serves over 6,000 diverse low-income individuals across Greater Philadelphia by relieving hunger, improving lives, and strengthening our community.

What we do

Jewish Relief Agency (JRA) was founded in 2000 with three volunteers and one van, delivering food to 19 households in need. With a network of 10,000 volunteers built over 16 18 years, JRA provides food and support to approximately 3,200 low-income households in the Greater Philadelphia region. As a trusted provider of food and supportive services, JRA reaches many of Philadelphia's most vulnerable, and often isolated, individuals and families. JRA aims to ease the everyday burdens of poverty for our recipients, helping them achieve food security and move toward self-sufficiency.

JRA's work is fueled by our volunteers who serve those in need by packing and delivering boxes of food, giving seniors and the disabled rides to the doctor and grocery store, making friendly visits to isolated members of the community, and so much more. All of our volunteers, who come from many backgrounds, faiths, ages, and abilities, are united by a commitment to helping those in need. Through community service, JRA nourishes body and soul.

Testimonials

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