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Excel Training

Help Pima Council on Aging 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.
Pima Council on Aging
Tucson, AZ, USA
Pima Council on Aging
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Pima Council on Aging
Tucson, AZ, USA

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Cause
Human services
Skills
Data analysis Training

Posted January 27th

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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 are looking for a training for our staff to get them familiarized with excel. Many staff have expressed interest.

What we have in place
  • We currently have Zoom and excel, which should make it easy for you to get started. We also have Staff coordination, and the ability to provide any other information you need.
How this will help
This project will save us $1,760 , allowing us to train staff members

Our staff, in general, lacks high proficiency in Microsoft Office. Together with a trainer, we hope to increase staff proficiency and be able to introduce staff to tools they need to make their jobs more efficient.

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

Pima Council on Aging
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Causes
Human services Community & economic development Health & nutrition
Posted by
Maddy B
Maddy B.

Director of Public Policy & Special Projects

Our mission

To promote dignity and respect for aging, and to advocate for independence in the lives of Pima County's older adults and their families.

Testimonials

Read the Impact Story
If I could sum up in one word, Anna ways just "wonderful!" She really helped our staff understand the basics of excel and I think it will really help to expand our capacity as a staff. Thank you, thank you, thank you, Anna!
Maddy B.
Maddy B.

Director of Public Policy & Special Projects

Excel Training Project

Maddy was great to work with! She was willing to provide examples/ideas and was receptive to my ideas as well. The group of staff I trained were engaged and seemed appreciative. Goods things all around!
Anna L.
Anna L.

Senior Business Analyst

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