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Excel Training

Help Montessori Institute of North Texas 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.
Montessori Institute of North Texas
Dallas, TX, USA
Montessori Institute of North Texas
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Montessori Institute of North Texas
Dallas, TX, USA

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Education
Skills
Data analysis Training

Posted April 20th

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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

I use excel in an elementary way and would like to leverage more of the functions and review creation of formulas. Our bookkeeper creates many reports that I would like to put in a presentation with excel charts, graphs, and tables. One other leader may join me in this training.

What we have in place
  • We currently have some reports in excel, which should make it easy for you to get started. We also have course budgets in 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 provide PD services to schools at no charge.

We need to track and see trends in our sources of income (ie, tuition, donations,etc.) and create charts to explain the data to the Board.

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

Montessori Institute of North Texas
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Cause
Education
Posted by
Susan H
Susan H.

Director of Outreach and Community Relations

Our mission

The Montessori Institute of North Texas (MINT) exists to better the lives of all children through AMI accredited teacher training programs and to expand the awareness of Montessori principles in society.

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