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Excel Training

Help Campaign for Working Families, Inc. 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.
Campaign for Working Families, Inc.
Philadelphia, PA, USA
Campaign for Working Families, Inc.
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Campaign for Working Families, Inc.
Philadelphia, PA, USA

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Cause
Community & economic development
Skills
Data analysis Training

Posted September 9th

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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

Myself and 4 or 5 coworkers are in need of a Intermediate excel training session to make sure we more fully utilize excels many capabilities.

What we have in place
  • We currently have plenty of computers, which should make it easy for you to get started. We also have a big workspace, and the ability to provide any other information you need.
How this will help
This project will save us $2,044 , allowing us to put more funding towards our programmatic expenses to make sure we are providing our services to more people in the community

We work with many large spreadsheets that have a lot of different data. Having a better understanding of excel will allow us to use these spreadsheets more effectively and help us present better information to potential funders.

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

Campaign for Working Families, Inc.
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Cause
Community & economic development
Posted by
Eric T
Eric T.

Finance Manager

Our mission

The Campaign for Working Families, Inc. (CWFI) is a 501(c)(3) non-profit organization committed to helping working families and individuals achieve economic empowerment by providing free tax preparation, resource building and asset development.

What we do

Facilitate increased financial stability and asset accumulation for families by connecting them to valuable tax credits, quality financial services, savings options, wealth building resources and public benefits. We operate community based tax sites offering e-file, direct deposit, public benefits applications, as well as access to pre-paid debit cards and saving products screening to help clients save money. Our services allow families to maximize federal and state tax credits, including the Earned Income Tax Credit (EITC).

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