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Excel Training

Help The Faison Center 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.
The Faison Center
Richmond, VA, USA
The Faison Center
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The Faison Center
Richmond, VA, USA

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Education
Skills
Data analysis Training

Posted September 4th

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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 a solid working knowledge of Excel and access to software, which should make it easy for you to get started. We also have a sophisticated CRM from which we export data to 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 fund attendance at local and regional conferences that provide specific fundraising workshops that support professional growth for development staff.

Spreadsheets are used to track 4 events that bring in nearly $800,000 per year but they are inconsistently formatted and lack sophistication.

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

The Faison Center
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Posted by
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Suzanne H.

Vice President, Development

Our mission

The Faison Center gives children and adults with autism and related challenges the best opportunity to live rich and fulfilling lives.

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