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Excel Training

Help UMFS 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.
UMFS
Richmond, VA, USA
UMFS
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UMFS
Richmond, VA, USA

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Cause
Human services
Skills
Data analysis Training

Posted November 24th

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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

The Volunteer Team at UMFS uses an excel document to track volunteer inquiries. However, this document is very basic and we could benefit from maximizing excel's tools to help us track this information more effectively.

What we have in place
  • We currently have Excel 2016, which should make it easy for you to get started. We also have an excel document we would like help improving, and the ability to provide any other information you need.
How this will help
This project will save us $4,174 , allowing us to use these resources on volunteer events to support our children in residential care.

UMFS has a great reputation in our community and serves a mission that many feel compelled to support. Therefore, we have a large amount of volunteer interest across the state of Virginia and two volunteer team members to manage all volunteer contacts and inquiries. By improving our tracking system, it will allow us to connect more volunteers and maximize our social impact in our community.

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

UMFS
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Causes
Human services Education Youth development
Posted by
Lisa N
Lisa N.

Volunteer Manager

Our mission

UMFS is unwavering champions for high risk children and families, collaborating with communities, to help them reach their full potential.

Testimonials

Read the Impact Story
We were so happy to be matched with Mark. He was quick to jump in and offer solutions and was always available if we had any questions or changes. Thank you Mark for all of your time!
Lisa N.
Lisa N.

Volunteer Manager

Excel Training Project

(No testimonial has been submitted by Mark)
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