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Excel Training

Help Alliance for Housing and Healing 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.
Alliance for Housing and Healing
Los Angeles, CA, USA
Alliance for Housing and Healing
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Alliance for Housing and Healing
Los Angeles, CA, USA

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Cause
Housing & homelessness
Skills
Data analysis Training

Posted December 11th

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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
Additional details

Hello,

We are looking to conduct a training for our staff on the basics of using Excel. The intended audience are staff who primarily provide case management to clients and have limited exposure to using Excel.

We envision this being a 1 day training with about 20 participants who will be able to get hands-on experience using the program.

The training will be a weekday in January or February 2020 in or around Downtown Los Angeles. We are looking for candidates in Southern California only.

What we have in place
  • We currently have the ability to rent out a computer lab for this training, which should make it easy for you to get started. We also have have the ability to get more info from staff about needs, and the ability to provide any other information you need.
How this will help
This project will save us $4,174 , allowing us to focus our resources on providing direct services to clients.

By providing our staff with training, we are hoping to empower staff to be more technically savvy, work more effectively and efficiently, and in-turn, be able to free up time to work directly with clients.

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

Alliance for Housing and Healing
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Causes
Housing & homelessness Human services LGBTQ+
Posted by
Adam R
Adam R.

Dynamic Solutions Manager

Our mission

"To provide essential housing and supportive services to people living in poverty with HIV/AIDS, mental illness or other challenging health conditions." Our vision is "a world in which hope is restored and lives are saved through homes, help, and healing"

What we do

Our program assist more than 2,000 clients and family members every year through:

- Group Homes that provide 24/7 care
- Apartments for Independent Living
- Rent and Utility Assistance for clients facing eviction
- Case Management and Referrals

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