MS Excel Training for Administrative Staff
Administrative staff can struggle with using Microsoft Excel to manage organization data and generate reports. I created a course to help administrative users at a non-profit organization build data files in Excel so that accurate reports would be generated for the organization’s donors.
Audience: Training Center Administrative Staff
Responsibilities: Instructional Design, eLearning Development, Visual Design
Tools used: MS Office Suite, Articulate Storyline 360, WeVideo, Screenpal, Canva
The Problem
A fictitious non-profit organization that provides educational and vocational services in multiple locations. The organization depends on the long-term commitment of donors to fund its operations. To help with continued donations, the organization provides bi-annual reports to its donors. These reports include academic information such as classes being run, student enrollment and student performance.
Microsoft Excel is used manage teacher and student data, class information, student enrollment, grade and financial information. Administrators at each training center have been using their own individual process for tracking this information. As a result, there are disparities in data collection and format and there is a need to streamline the creation and distribution of the reports used to provide donors with an overview of how each skill center is doing.
The Solution
The goal of the training module is to create a process that will ensure consistent and accurate data entry across all training centers. An e-course was designed to provide administrators with a deeper understanding of Microsoft Excel for data entry and manipulation. The main learning objectives include identifying and compiling data points to be collected; applying formulae and data validation to reduce data entry errors and identifying appropriate charts or graph use.
The Process
The ADDIE model was used to design the learning solution.
A Needs Analysis was performed with administrators from various locations, as well as the main administrator responsible for creating the donor reports.
The Needs Analysis was used to create the Learning Objectives, Assessments and Learning Strategies for the course.
Using these, a course outline was created, along with a text-based storyboard. Once the course outline and storyboard was reviewed with the stakeholders, including some of the administrators, Articulate Storyline was used to develop the course.
