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Excel Training

Help Bright Prospect 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.
Bright Prospect
Pomona, CA, USA
Bright Prospect
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Bright Prospect
Pomona, CA, USA

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Cause
Education
Skills
Data analysis Training

Posted April 25th

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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
  • We currently have Excel installed in all of our computers, which should make it easy for you to get started. We also have large student caseloads to work from, and the ability to provide any other information you need.
How this will help
This project will save us $4,174 , allowing us to support more students to and through college graduation.

We use Excel everyday in our office. All of our student caseloads are on Excel and our staff's excel knowledge varies. We have staff who are beginners with Excel and others who have a bit more experience. We believe that it is important that as a unit we learn and understand the different capabilities Excel has to analyze the various data we are collecting. By understanding our data, we will be better suited to make changes and improve our programming.

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

Bright Prospect
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Education Philanthropy & capacity building Youth development
Posted by
Abigail A
Abigail A.

Manager of Mission Advancement, External Relations

Our mission

The mission of Bright Prospect is to empower low-income students to gain admission to, succeed in, and graduate from four-year colleges and universities.

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