Excel Training

Help Abounding Prosperity, 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.
Abounding Prosperity, Inc.
Dallas, TX, USA
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Abounding Prosperity, Inc.
Dallas, TX, USA


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Posted March 16th

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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
Additional Details

Our agency is seeking CBA/TA for a Beginner and Intermediate training on Excel. I would like to have all of the sample topics included and anything additional the facilitator might find beneficial for our organization. We currently use Excel for data tracking, budgeting/finances and organization.

What We Have In Place
  • We have three Conference Rooms and a Training Room.

    Additionally, all staff have access to a desktop computer with Excel installed. There are also laptops that can be issued to staff as necessary to complete the training.

    Any additional tools, can be provided if advanced notice given.
How This Will Help
This project will save us $4,174 , allowing us to continue to provide free HIV, STI and HEP C testing and treatment. Additionally, it allows us to continue to offer free medical services including behavioral health services.

This project is important because it will provide Professional Development opportunities to our staff. Having knowledgable and informed staff is imperative to the continued growth and effective operation of our agency. This directly correlates with the impact we have within our community.

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 & 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

Abounding Prosperity, Inc.
Our Mission

Abounding Prosperity Inc.'s (APInc) mission is to provide services that address health, social and economic disparities among Black Americans with a particular emphasis on gay and bisexual men, cisgender women, transgender women and their families.

What We Do

* COVID-19 Relief Food Giveaway
* Educational Programs
* Hepatitis C Screening and Testing
* HIV Screening and Testing
* Rent and Utility Assistance
* Sexually Transmitted Disease Screening and Testing
* Transparency