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Excel Training

Help African American Board Leadership Institute (AABL… 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.
African American Board Leadership Institute (AABLI)
Los Angeles, CA, USA
African American Board Leadership Institute (AABLI)
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African American Board Leadership Institute (AABLI)
Los Angeles, CA, USA

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Education
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Data analysis Training

Posted January 1st

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

II need have been using Excel for more than 20 years, however, there are some functions I completely missed in the basic phase. I wish to be more proficient with formulas, moving between spreadsheets and creating informative graphs.

What we have in place
  • We currently have a Macbook pro with Excel, which should make it easy for you to get started. We also have spreadsheets, and the ability to provide any other information you need.
How this will help
This project will save us $4,174 , allowing us to invest in other areas of our program.

This project will help me by streamlining the time it takes to provide the data needed.

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

African American Board Leadership Institute (AABLI)
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Causes
Education Diversity & inclusion Philanthropy & capacity building
Posted by
Yvette C
Yvette C.

Consultant

Our mission

The mission of the African American Board Leadership Institute is to strengthen nonprofit, public and private organizations through recruiting, preparing and assisting with the placement of African American professionals on a broad range of governing boards.

What we do

AABLI's target populations are 1) African American professionals who wish to serve on governing boards, and 2) organizations (nonprofits, foundations, commissions and corporations) seeking skilled professionals and ethnic diversity on their boards.

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