This project is in progress
|
Matched with Ria C
Matched with
Ria C.

Excel Training

Help Suicide Prevention and Crisis Service, 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.

Posted February 7th

Share this project:

Project Details

What We Need
  • Customized Excel Training session(s) 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
What We Have In Place
  • We currently have the computer and space requirements, which should make it easy for you to get started. We also have a management team that is ready to learn, and the ability to provide any other information you need.
How This Will Help
This project will save us $4,174 , allowing us to dedicate these dollars towards other programmatic expenses.

We are working on efficiency Agency-wide and have a variety of strengths when it comes to IT. Excel is a tool that we would like to use more across the agency. We also have specific departments who would like to learn more advanced tools for reporting, etc. This would allow us to build a phased approach to assist all those who want to learn.

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
Show More

About The Org

Posted by
Jesse L.

Chief Financial Officer

Our Mission

Mission Statement
We are a 24-hour comprehensive crisis center and community resource whose first responders provide support to anyone in need. We save lives by restoring safety, promoting emotional strength and reducing the impact of trauma
through intervention, education, prevention and community collaboration.