This project was completed on Aug 16, 2019
Matched with Jack B
Matched with
Jack B.

Excel Training

Help Boy Scouts of America Jersey Shore Council 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.

Posted July 10th

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Project Details

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
Additional Details

I like to say that I am an experienced beginner in Excel and would like to become "intermediate". I am looking to learn how to do pivot tables, etc. that are considered more intermediate level.

What We Have In Place
  • We currently have an eager student, which should make it easy for you to get started. We also have 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 provide more programming for Scouts

I use Excel quite often and I feel that I am not using it to the fullest. I do a lot with tracking donors/sponsors and the logistics for a booster card program and I want to have systems in order to make it much more efficient.

Project Plan

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
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
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
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About The Org

Boy Scouts of America Jersey Shore Council
Posted by
Kim P.

Associate Development Director

Our Mission

The mission of the Boy Scouts of America is to prepare young people to make ethical and moral choices over their lifetimes by instilling in them the values of the Scout Oath and Law.

What We Do

The Boy Scouts of America was created in 1910, and has been active in New Jersey since that time. The Jersey Shore Council was formed in 1992 with the merger of the Ocean County and Atlantic Area Councils. The service area includes all those two counties plus southeastern Burlington County and Ocean City. More than 5,500 youth were served in 2016 throughout our service area. It is among the largest youth serving organizations in the state of New Jersey led by approximately 1,750 volunteers. More than 100 community organizations, representing educational, religious, non-profit, civic, and business organizations join in partnership with Jersey Shore Council by chartering 175 Scouting units (packs, troops, teams, crews, posts and groups). From Cub Scouting, with thrilling outdoor programs such camping, and other outdoor adventures - on to Boy Scouts and Venturers, with camporees, summer camps, Scouting shows, and national jamborees - families can enjoy building a lifetime of experiences unmatched by other organizations. This experience can lead to The Order of the Arrow, Scouting's national camping honor society to obtain the rank of Eagle Scout, extending their participation from teen years well on into adulthood.


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