Excel Training

Help National Organization of Sisters of Color Ending … 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.
National Organization of Sisters of Color Ending Sexual Assault
Windsor, CT, USA
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National Organization of Sisters of Color Ending Sexual Assault
Windsor, CT, USA

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Posted September 24th

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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

We have recently started Excel. Some of the staffs feel intimidation. The Training will be for 3 staff members. Our goal is to learn how to use some advanced features, but we would like a quick overview basic feature.

What we have in place
  • We currently have excel, which should make it easy for you to get started. We also have staff, and the ability to provide any other information you need.
How this will help
This project will save us $4,174 , allowing us to allocate funds to other areas of our work that need to be funded

As a small nonprofit it is critical to maximize our time and skills to continue to satisfy our clients as efficiently as possible. Our goal is to learn how to use some advanced features, but we would like a quick overview basic feature.

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

National Organization of Sisters of Color Ending Sexual Assault
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Posted by
Val F.

Director of Operations and Special Projects

Our mission

The National Organization of Sisters of Color Ending Sexual Assault (SCESA) is an advocacy organization of Women of Color dedicated to working with our communities to create a just society in which all Women of Color are able to live healthy lives free of violence.

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