This page collects three approaches you can use to host a presentation or hands-on workshop that helps nonprofits make better use of one of the most ubiquitous and powerful tools on every desktop: Microsoft Excel.
  • Audience size: 5 - 50
  • Venue: Office/meeting space, restaurant events room
  • Equipment: Laptop and projector and a copy of Microsoft Excel (available globally to nonprofits and charities via TechSoup)
  • Timeframe: 60 - 90 minutes

Formats

This event can be delivered in several styles. Pick whichever works best for your local group.

1. View Video and Follow-Along

Play our recorded webinar and have the group follow-along using the demo data.

  • Timeframe: 90 minutes
  • Audience: 5-50 (this is limited by the number of teaching assistants you recruit)
  • Equipment: Projector, speakers, laptop, internet connection, Microsoft Excel, USB flash drive

What you will need

  • Internet connection (to stream Youtube video)
  • Members to bring their own laptop (or access to computer lab)
  • Excel on each computer (eligible TechSoup members can request a donation) or use the free online version of Excel
  • Demo Excel data file (TIP: put a copy on some USB flash drives to help distribute the files)
  • Teaching Assistants (TAs) who are familiar with Excel and can circulate to help any participant who gets stuck. The TAs don't have to be Excel experts!

The webinar, demo files and slides can be download here.

2. Presentation from a Local Expert

Recruit a local volunteer who have share their Excel best practices with your members. Topics could include:
  • 5 Excel tips to increase your productivity
  • Visualizing data with Excel: chart and graph best practices
  • Financial modeling for nonprofits: how to forecast your donation revenue with Excel
  • Another sexy topic you come up with!

  • Timeframe: 90 minutes (60 minute presentation and 30 minute Q&A)
  • Audience: 10 - 50 (limited by the format your choose and your venue size)
  • Equipment: Projector, laptop, Microsoft Excel

Recruiting Your Expert
Your community is full of secret Excel experts! If you're looking to recruit an expert presenter try the following people:
  • Your members
  • Previous presenters at your group
  • Your local Microsoft Store (they might also offer a venue)
  • Your colleagues and co-organizers
  • Business contacts, especially those in sales and finance
  • Search meetup for a local user group. Topics like: Office, Office 365, data, Excel, data visualization, Microsoft, etc. might work

What you will need
  • Internet connection (to stream Youtube video)
  • Members to bring their own laptop (or access to computer lab)
  • Excel on each computer (eligible TechSoup members can request a donation) or use the free online version of Excel
  • Demo Excel data file (TIP: put a copy on some USB flash drives to help distribute the files)
  • Teaching Assistants (TAs) who are familiar with Excel and can circulate to help any participant who gets stuck. The TAs don't have to be Excel experts!


3. Present the Workshop Yourself

You can create your own Excel event using either the 1. Hands-On Workshop format or by 2. create a Presentation Style event.

  • Timeframe: 90 minutes
  • Audience: 25 (this is limited by the number of teaching assistants you recruit)
  • Equipment: Projector, speakers, laptop, internet connection, Microsoft Excel, USB flash drive

Hands-On Workshop
You can create your own version of an Excel presentation that follows the example of the recorded webinar.
Just like the webinar you'll wan to recruit TAs to circulate to help people who get stuck following your exercises and examples.

Presentation Style
This is more work, but will also be pretty fun!
If you're looking for a format to follow why not start with the slides TechSoup created for the webinar. You can download and edit these slides.

Good luck and please share any new educational materials you share with the NetSquared ]community so that we can include your work in future versions of this event recipe.

Resources and Background Material

The internet is full of Excel tips and hints, but we've collected some helpful links to help you prepare the workshop or share with attendees:

Tips


Event Description

Sample event description for use on your meetup.com page

Event Titles

  • How to Excel at Everything
  • Mastering Microsoft Excel
  • Microsoft Excel for Nonprofits
  • Microsoft Excel for Beginners
  • Master your data with Excel

Event Description

Master one the most ubiquitous and powerful tools on every desktop: Microsoft Excel

Don't know a filter from a formula? This free hands-on workshop will orient you to Excel's features and familiarize you with some basic tasks.
Want to create spreadsheets that help fulfill the mission of your nonprofit or library? During this workshop we will review the key features of Microsoft Excel that allow you to enhance your spreadsheets and data. We will cover topics like :

  • Keyboard shortcuts
  • Creating Pivot Tables
  • How to apply formats to cells and text within cells
  • How to navigate an Excel spreadsheet and ribbons
  • How to sort and filter data
  • How to create and apply simple formulas

OPTIONAL IF THERE'S A HANDS-ON SECTION

This will be a hands-on workshop, so bring your laptop with Microsoft Excel installed. Before you arrive please please ensure:
  1. You have the latest version of Microsoft Excel (nonprofits and charities get can it donated via TechSoup)
  2. Download a copy of the sample data - we'll use this for all the exercises