Excel Training

Help Ubuntu Community Catalyst, 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.
Ubuntu Community Catalyst, Inc.
Atlanta, GA, USA
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Ubuntu Community Catalyst, Inc.
Atlanta, GA, USA

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Posted May 3rd

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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

I have used Excel over the years but don't know how to use the formulas and other tools to design and use spreadsheets effectively.

What We Have In Place
  • We currently have Excel installed on our computers, which should make it easy for you to get started. We also have Excel spreadsheets that we can refer to in the training, 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 more on providing our limited resources to our programmatic areas.

Help us to better harness the use of Excel for our data management needs.

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

Ubuntu Community Catalyst, Inc.
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Our Mission

UCC's mission is to co-create a sustainable community impact platform for all community stakeholders, by building collective agency and social capital to ensure a healthy, thriving, and vibrant community for all.

What We Do

UCC seeks to introduce a people-centered community economic development initiative that provides community-based intervention strategies at the saturation point. We believe that through collective action, we can increase and more efficiently deliver services and resources. Thus, reducing the effects of poverty that has exacerbated existing stressors (such as housing and job losses, behavioral/mental health, and environmental issues) on families, individuals, and communities. We provide technical assistance, training, and capacity building for individuals, families, and key stakeholders. Additionally, promote advantages of innovative learning opportunities that create entrepreneurship options for youth and adults while greatly benefiting under-served communities in need.

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