Excel Training

Help Guest House of Milwaukee 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.
Guest House of Milwaukee Inc
Milwaukee, WI, USA
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Guest House of Milwaukee Inc
Milwaukee, WI, USA

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Posted May 4th

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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

One of our newer senior managers is in need of assistance growing her beginner skills to intermediate so she can best understand/read/interpret and develop reports to track financials and program outcomes.

What We Have In Place
  • We have a private room or workspace where the learner can be isolated to eliminate distractions during live, virtual session.
How This Will Help
This project will save us $4,174 , allowing us to support more individuals in families during housing crisis.

This project will help the manager grow her skills from beginner to intermediate so that she can best navigate Excel to track and improve program performance.

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

Guest House of Milwaukee Inc
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Our Mission

The mission of Guest House of Milwaukee is to provide shelter, housing, education, and services to Milwaukee's homeless who seek to transform their lives with dignity and purpose.

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