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Proposal

Candace Gonzalez has proposed a new 3-part course for Eversity called "Excel: From Beginner to Advanced." The course would take students through basic Excel functions in Level 1, intermediate formulas and graphs in Level 2, and advanced skills like macros and pivot tables in Level 3. Gonzalez believes mastering Excel is critical for many careers and would help students gain a valuable skillset. She has outlined the curriculum, timeline, and resources needed to develop and deliver the course.

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81 views

Proposal

Candace Gonzalez has proposed a new 3-part course for Eversity called "Excel: From Beginner to Advanced." The course would take students through basic Excel functions in Level 1, intermediate formulas and graphs in Level 2, and advanced skills like macros and pivot tables in Level 3. Gonzalez believes mastering Excel is critical for many careers and would help students gain a valuable skillset. She has outlined the curriculum, timeline, and resources needed to develop and deliver the course.

Uploaded by

api-584133474
Copyright
© © All Rights Reserved
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Candace Gonzalez

4050 Allegheny Terrace A


Springdale, AR 72764
(479) 715-1389

December 4, 2021

SUBJECT: Proposal to develop a new course for Eversity.


The following proposal outlines the new course to be added to Eversity. The
course would be Excel: From Beginner to Advanced. It would be a 3-part series
and help every student with a much-needed skillset. Thank you for your time and
consideration to implement the new course presented. I can be reached at any
time for further questions at (479) 715-1389.

Sincerely,
Candace Gonzalez

Enclosure

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OVERVIEW

A dedicated course in Microsoft Excel to build a solid understanding on the basics


of Excel and expand into advanced functions. This has become a key asset in
many careers across the country from simple data entry table to fortune 500
companies needing data analysis and configuration.

The Objective
My goal is to come up with a standard curriculum that takes the student
from beginner to advanced. I know Excel is touched on in a few courses on
different levels but this class with start new from scratch and refresh the
basics and take them to a professional level. Whether you’re exploring
product sales, analyzing which marketing tactics drove the strongest
conversion rates, or wondering how gas prices have trended over the past
5 years.

 Level 1: Basic functions and tables used in the office


 Level 2: Formulas and basic graphs, such as IF, VLookup, Index Match
 Level 3: Master MS Excel pivot tables and charts

Goals of the Course

 Goal #1: Learn how to insert data into excel and the different methods to do so
 Goal #2: Integrate formulas and graphs from your data
 Goal #3: Learn how to monitor sales, rates, and trends
 Goal #4: Learn to analyze raw data and reveal powerful insights and trends
otherwise buried in the chaos.

SOLUTION

Mastering the basics in MS Excel is critical for beginners to become highly proficient in
financial analysis. MS Excel is considered the industry standard piece of software in
data analysis. Microsoft’s spreadsheet program also happens to be one of the most
preferred software by investment bankers and financial analysts in data processing,
financial modeling, and presentation. Top companies offer this type of class to their
employees. This shows you how important Excel has become in the workplace. It can
be a useful tool in almost any industry. Logistics and sales and distribution will benefit
the most from the course along with accounting and healthcare and everything in

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between. This course will help students take full advantage of improvements in
technology and data and ultimately benefit any business.

Rationale

I have chosen to break down the course into a 3-part series. This allows a week for
basic functions and tables and two weeks for Level 2 formulas and graphs and the
remaining 3 weeks on Level 3, mastering excel pivot tables and charts.

Execution Strategy
OUTLINE:
Level 1: Beginner
 Pop-up function
 Simple insertion: typing formula into cell
 Insert Function (Fx)
 AutoSum Function
 Basic Formulas:
o SUM
o AVERAGE
o COUNT
o COUNTA
o IF
o TRIM
o MAX & MIN

Level 2: Intermediate
 Turn data sets into automated graphs
 Create affective spreadsheets
 Importing data into excel

Level 3: Advanced
 Automating your day to day through MACROS and VBA
o MACROS: an action or a set of actions that you can run as many
times as you want
o VBA: visual basic for applications which help create macros to
automate repetitive word and data processing functions and
generate custom forms, graphs, pivot tables, and charts.
 Test skills with real world pivot table case studies (i.e., weather, COVID
cases, shark attacks, fast food restaurants)

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Resources
https://corporatefinanceinstitute.com/resources/excel/study/basic-excel-formulas-beginners/

https://www.investopedia.com/terms/v/visual-basic-for-applications-vba.asp#:~:text=Visual%20Basic%20for
%20Applications%20is%20a%20computer%20programming%20language%20developed,forms%2C%20graphs%2C
%20and%20reports.

https://www.udemy.com/course/microsoft-excel-2013-from-beginner-to-advanced-and-beyond/

Timeline for Execution

Key project dates are outlined below. Dates are best-guess estimates and are subject to
change until a contract is executed.

Description Start Date End Date Duration


Project Start
Level 1: Curriculum completed 01/01/2022 03/01/2022 2 months
Level 2: Curriculum completed 03/02/2022 05/01/2022 2 months
Level 3: Curriculum completed 05/02/2022 07/03/2022 2 months
Project End

Supplied Material
The following materials are to be supplied by Eversity for this course. Your Company

Materials to be supplied by Eversity Due Date*


Wi-Fi service 12/31/2021
Laptop or Desktop with Video Cam included 12/31/2021
USB or External Hard Drive 01/01/2022

CONCLUSION

I look forward to working with Eversity and supporting your university to help strengthen
every student’s knowledge and skillset with Microsoft Excel. I am confident that I can
meet the challenges ahead and stand ready to see this course come to life and enrich

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each student’s life, whether they are working on university studies or Information
Technology.

If you have questions on this proposal, feel free to contact me at your convenience by
email at [email protected] or by phone at (479) 715-1389.

Thank you for your consideration,

Candace Gonzalez

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