This project was completed on Dec 12, 2019
Matched with Jack B
Matched with
Jack B.

Excel Training

Help Islamic Networks Group (ING) 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 October 24th

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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

We are looking for someone to review our scheduling process which uses Excel and Mail Merge on Word to fix issues we've been having as well as provide suggestions for improvement. Our previous volunteer assisted with issues that were purely excel based. Now we are looking for someone who experience with mail merge to assist with issues on both Word and Excel. Thank you!

What We Have In Place
  • We currently have MS Office and a scheduling process setup, which should make it easy for you to get started. We also have a staff member who coordinates the scheduling process, and the ability to provide any other information you need.
How This Will Help
This project will save us $4,174 , allowing us to make our process more efficient and put more time into our programs and overall mission of achieving peace.

Your work on this project is key to our overall programs of education and interfaith and intercultural engagement in order to spread peace and combat bigotry.

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 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
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About The Org

Our Mission

Islamic Networks Group (ING) is a non-profit organization with affiliates around the country that are pursuing peace, and countering all forms of bigotry, through education and interfaith engagement while working within the framework of the First Amendment's protection of religious freedom and pluralism.


Jack was wonderful to work with on this project. He communicated quickly and clearly and was very knowledgeable on excel and mail merge. His organization was also useful in determining how to structure the various parts of our project and getting it completed on time. I would recommend others to work with him.
Michelle Galecki
Michelle G.

Program's Associate

Excel Training Project

(No testimonial has been submitted by Jack)