Excel Training

Help Community Friendship, Inc. 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.
Community Friendship, Inc.
Atlanta, GA, USA
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Community Friendship, Inc.
Atlanta, GA, USA

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Posted September 18th

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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 private space for the training to take place, which should make it easy for you to get started. We also have a recent version of Microsoft Office, 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 funding to cover the costs of meals for at least 60 days for about 70 people each day.

Excel is an important part of the work we do, bot in programming and in our finance office. The training will be great for new employees!

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

Community Friendship, Inc.
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Posted by
Rene B.

Director of Development Communications & Training

Our mission

Community Friendship, Inc. (CFI) is a non profit mental health rehabilitation organization that ensures a supportive community for adults with long-term mental health disabilities so that they can develop living, learning, working and social skills and access the resources needed to lead successful and satisfying lives. Our missions is to provide a supportive community for people whose mental illness prevents them from participating in community life, employment and relationships.

What we do

As a leading pioneer of psychiatric rehabilitative services, Community Friendship offers a comprehensive range of recovery-based programs. We provide support and training in self-sufficiency and independent living, career development, and full integration in the community.

We take a holistic approach, working with the whole person - mind, body, and spirit and not just their illness. We believe that all individuals have the ability to grow and reach their full potential.

Testimonials

Training videos were really helpful.
Rene B.

Director of Development Communications & Training

Excel Training Project

I enjoyed working with that org! :-)
Gabriel A.
Gabriel A.

Volunteer

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