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Excel Training

Help Ocean Blue Project, 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.
Ocean Blue Project, Inc
Corvallis, OR, USA
Ocean Blue Project, Inc
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Ocean Blue Project, Inc
Corvallis, OR, USA

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Cause
Environment
Skills
Data analysis Training

Posted April 4th

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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

I need help working with multiple sheets. I need to know how to link data from several project budgets to one overall operating budget sheet.

What we have in place
  • We currently have basic excel skills, which should make it easy for you to get started. We also have a working budget, and the ability to provide any other information you need.
How this will help
This project will save us $2,044 , allowing us to Focus on making direct impact for our One World Ocean.

This project will make budgeting easier and assist in grant application requirements.

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

Ocean Blue Project, Inc
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Causes
Environment Animals Education
Posted by
Karisa A
Karisa A.

Director of Operations

Our mission

Ocean Blue Project is a grassroots environmental charitable organization with a Mission to protect the health of humans, our One World Ocean, beaches, and rivers through collaborative community driven plastic pollution relief, service learning projects, scientific research, and youth education.

What we do

Ocean Blue Project is an authentic grassroots nonprofit on a mission to clean the ocean. Our goal is to rehabilitate and conserve the world's waterways, which will allow for healthier human and wildlife communities. We dive into plastic recovery projects that protect people from cancers and disease and engage communities in pollution relief, river restoration, and youth education programs that encourage intentional stewardship of the earth and wildlife.

Testimonials

Read the Impact Story
Candace knows her stuff and does an excellent job communicating clearly how to use Excel. She has a passion for giving back and has a talent for teaching. She is an asset to any company and I hope to work with her again.
Karisa A.
Karisa A.

Director of Operations

Excel Training Project

Karisa was really great to work with! She asked very thoughtful questions and was very gracious throughout the training session, highly recommend Ocean Blue Project!
Xinwei H.
Xinwei H.

Volunteer