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Excel Training

Help SAAVI Services for the Blind 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.
SAAVI Services for the Blind
Tucson, AZ, USA
SAAVI Services for the Blind
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SAAVI Services for the Blind
Tucson, AZ, USA

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Cause
Human services
Skills
Data analysis Training

Posted January 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

We have a new volunteer program and are in need of a volunteer management system. Our Volunteer Coordinator is an Excel beginner and looking for support in creating a system for tracking volunteer data.

What we have in place
  • We currently have Microsoft Office 365, which should make it easy for you to get started. We also have Google Meet, and the ability to provide any other information you need.
How this will help
This project will save us $5,168 , allowing us to hire a part time life coach for our Children and Youth program.

As an organization serving the blindness community, it can be difficult to find a CRM that meets our specific accessibility needs. This project would allow us to manage data in a platform that is accessible to all of stakeholders.

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

SAAVI Services for the Blind
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Human services Education Employment services
Posted by
Juno A
Juno A.

Volunteer Coordinator

Our mission

To cultivate growth and opportunity for blind people through nonvisual skills training; gaining the knowledge that all challenges have solutions, and fostering self-efficacy, empowerment and confidence.

What we do

SAAVI Services for the Blind is a blindness rehabilitation training center; providing skills training in low vision and nonvisual techniques to people of all ages.

Whether a student is new to blindness; has received training in the past and would like to learn new skills; or if an individual is experiencing vision loss for the first time, our goal is to provide skills training so our students may lead productive and independent lives. Our programs serve a variety of individuals of all ages, from children to seniors, all with the goal of providing confidence and skill building opportunities, through training and education.

By participating in any number of our programs, our students can gain confidence and the skills that allow them to return to the work force, pursue secondary education, or begin the path towards a new career.

Testimonials

Read the Impact Story
Working with Matt was wonderful. He was communicative, friendly, and able to use his skills to meet the unique needs of out organization. After going through several revisions in response to my questions and concerns, Matt was able to provide a polished final product!
Juno A.
Juno A.

Volunteer Coordinator

Excel Training Project

Enjoyed working with Juno and learning more about their impact on community. Juno had clear expectations which made it easy for me to work with. I am excited that I was able to help with their efforts.
Matt N.
Matt N.

Engineer

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