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Excel Training

Help Blocker Foundation 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.
Blocker Foundation
Suffolk, VA, USA
Blocker Foundation
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Blocker Foundation
Suffolk, VA, USA

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Cause
Philanthropy & capacity building
Skills
Data analysis Training

Posted May 14th

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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 need to create a budget template for those submitting grant applications to fill out. This template will go on our website for complete with all proposals moving forward.

What we have in place
  • Only one individual will be taking part in the training. As part of the training I would like to create the template that our needs currently dictate.
How this will help
This project will save us $4,174 , allowing us to give more money out to the community.

It will help get us up and running to be able to start grantmaking

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

Blocker Foundation
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Cause
Philanthropy & capacity building
Posted by
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Sarah T.

Grants Manager

Our mission

The Blocker Foundation seeks to inspire, empower and support the Hampton Roads community to provide all in our community wholesome nourishment, safe shelter, education opportunity, economic opportunity and a healthy environment in which all may thrive.

Testimonials

Read the Impact Story
Amanda is very knowledgeable and easy to work with.
Sarah T.

Grants Manager

Excel Training Project

(No testimonial has been submitted by Amanda)
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