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Excel Training

Help Community Advocates 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.
Community Advocates
Milwaukee, WI, USA
Community Advocates
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Community Advocates
Milwaukee, WI, USA

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Cause
Housing & homelessness
Skills
Data analysis Training

Posted October 26th

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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

Hi - Some colleagues and I are looking for a beginner/intermediate level Excel training on its basic functions, and also how to use it efficiently and effectively.

The training should focus on creating formulas, sorting data, developing program budgets, and tracking data for outcome evaluation.

Thanks

What we have in place
  • We currently have hardware/software, which should make it easy for you to get started. We also have flexibility, and the ability to provide any other information you need.
How this will help
This project will save us $908 , allowing us to to utilize budgeted training costs for other purposes.

The impact is more personal than organizational and will allow us to better utilize the capacity of Excel in our daily work.

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

Community Advocates
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Causes
Housing & homelessness Human services Youth development
Posted by
SS
Steve S.

Strategic Development Director

Our mission

To provide individuals and families with advocacy and services to meet their basic needs so they may live in dignity.

Testimonials

Read the Impact Story
Daniel was sensitive to our existing Excel knowledge and comfort levels. He met us where we were and was prepared, flexible, knowledgeable, responsive, and flexibly accommodating. He possesses a high level subject matter expertise was able to present it in an accessibly relatable way. I would highly recommend him to anybody seeking to increase their working ability with Excel.
Steve S.

Strategic Development Director

Excel Training Project

I really enjoyed training the Community Advocates team on Excel! They were friendly and easy to coordinate with, and they had a clear set of goals for the project. I would highly recommend volunteering with them.
Daniel R.
Daniel R.

Volunteer

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