Back to all projects

Excel Training

Help Aviva Children's Services 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.
Aviva Children's Services
Tucson, AZ, USA
Aviva Children's Services
Unfollow
Log in to follow
Aviva Children's Services
Tucson, AZ, USA

0

Live Projects

1

Matched Projects
1 Followers
Cause
Youth development
Skills
Data analysis Training

Posted January 20th

Share this project:
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 use excel spreadsheets to track all of our data and numbers. We currently use it at the basic level. I would like for my team to learn how to use formulas, shortcuts, pivot tables, charting, and graphing.

What we have in place
  • We currently have Microsoft office 2019, which should make it easy for you to get started. We also have Teams and can do trainings online, and the ability to provide any other information you need.
How this will help
This project will save us $1,618 , allowing us to focus on providing more services and resources to youth in foster care.

This project will help us better track and have accurate data to measure our growth, present to funders, and identify areas of need. It will also help make our systems 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
Show more

About the org

Aviva Children's Services
Unfollow
Causes
Youth development Human services
Posted by
CG
Cristina G.

Executive Director

Our mission

Aviva Children's Services changes the lives of more than 3,000 children in foster care each year by providing emergency resources, ongoing family support, and comprehensive behavioral health services.

Testimonials

Read the Impact Story
Tam was amazing. She was so helpful with our team and very knowledgeable. We highly recommend her to anyone interested in learning more about excel.
Cristina G.

Executive Director

Excel Training Project

It was wonderful working with Cristina. We worked together to figure out what her team needed and how I could deliver on them. She was very easy to work with and was very understanding of my busy schedule. I would definitely work with her again!
TAM P.
TAM P.

Volunteer

The pixel