Proposal :

Microsoft Excel Training

Doc. Number: 001/PROP-FIN/0322 Submitted : Oct 1st, 2024

Name : Ellvin

Position : HRGA Manager

Department : HRGA

Division : Administration

Type : Expense - Training

1 Background and purpose

> As in our 2024 business plan budget, we already budgeted for supporting employee development program by conducting training for employees, especially for softskill training
program.
> Training becomes a great opportunity for employees to expand their knowledge and improve their skills in the workplace.

> In accordance with HR Development plan, we would like to start the training with Basic Microsoft Excel due to several reasons as following :

a. many tasks can be done fastly and easily using excel

b. many administrative works are required using excel compared with word, ppt, etc.

c. excel can manage all data well and easily

d. excel can accomodate for processing and managing large amount of data

e. help with number calculations, etc.

f. majority of tasks are required of basic excel practice

> Training & Development yearly budget is IDR 265,500,000, which is budgeted for training such as effective time management, communication skill, leadership, problem solving, etc.
> Through the training and development program, employees can improve working quality, be able to perform and manage well their tasks in a comprehensive way in order to
finalize their work easily and on time, increase productivity and achievement of goals.

2 Training Plan
For this training, we would have the participants and material as following :

a. Participants

> based on survey / interview with employees, we understand that our employees current excel level is in basic

> majority of current job needs for excel is in basic level

> majority of employees in Staff - Supervisor level are requesting for basic excel to address their daily tasks

> by this information, then we would like to conduct the excel training which is started with basic level first

> since many administrative works are handled by Staff - Supervisor level and from survey data collection also majority in these levels who require for excel basic training, then for
the first batch will be participated as following employees :

No. Dept. Team Level Name Note

1 Sales & Marketing Marketing Staff Ajeng Meisinta

2 GB Staff Trianita Sihombing

3 GB Officer Sylvia Jane

Strategy Development > Recommend the 1st group, consist of 9 employees in Staff - Spv level, as our
4 RA Officer Nabila Azka Qonita priority to join the excel training

5 RA Supervisor Viktoria Mardhika > Majority of employees in Staff - Spv level who need supporting from
company to develop their knowledge and skill
6 HRGA Staff Sherlin > Staff - Spv level tasks are majority in administrative area which need good
excel knowledge and skill to support their daily tasks
7 PC Officer Tika Adriyani
Administration
8 Purchasing Supervisor Dewi Aryani

9 Accounting Supervisor Afni Manggede

b. Material

Basic level material is for processing the data in simple formats to analyze financial models using formulas in rows and columns.

For example : statistic function (filtering, merging, sumif/countif/averageif, etc.), function text (change character, combine text, etc.), pivot function, IF function, lookup.

Item Basic Intermediate Advance

Curriculum Data processing with Microsoft Excel VBA and Macro Processing with Microsoft Analysis and Reporting with Excel
Excel Dashboard
Duration 16 hours (minimum 3 hours / session) 12 hours (minimum 3 hours / session) 12 hours (minimum 3 hours / session)

Cost / person 2,700,000 2,200,000 2,700,000

Total (9 persons) 24,300,000 19,800,000 24,300,000

Note : price is already included with lunch and snack

3 Schedule

As for the implementation of this training, we would like to propose several options of schedule as following :

Options Description Pros Cons

Total hours : 16 > Can be finalized soon > Burden for other members since will not attend for working
for 2 days
Sessions : 2 (8 hours / session) > Can be implemented soon in daily tasks > Several tasks might be pending

Days : Tuesday & Wednesday > Can focus and concentrate within training (not
distracting with other matters)
1 Date : Nov 12th & 13th, 2024 > Can get a good result

Time : 08.30 AM - 5.30 PM

Location : Vendor Venue

Note : Finalized within 1 week

Total hours : 16 > Still can support daily tasks Since after work, there might be several concerns, such as :

Sessions : 6 (3 hours / session) > already tired after working

Days : Tuesday & Wednesday > concentration might be decreasing

2 Date : Nov 12th - 27th, 2024 > take longer time to finalize this training (three weeks)

Time : 5 PM - 8 PM > result might be low

Location : Office

Note : Finalized within 3 weeks

> Based on above information (pros & cons), we would recommend for option 1, started on Nov 12th and finish on Nov 13th.

4 Recommendation

Based on the information collected, we would like to recommend as following :

a. > After review the employee request regarding with Microsoft Excel training, we would like to propose this training as our company's regular program for our employees.

> After basic level, we can extend the curriculum with intermediate and advance level for Assistant Manager - GM level as well.

> Evaluation will be needed such as for vendor, material, cost, etc.

> Passing grade for this training is minimum ≥ 70 and can get certificate.

> If employees do not pass the test, will not get certificate and all costs arising from this training will be the responsibility of the employees.

b. Training journey plan will be as following (draft) :

Service Year
Dept. Level 1st Week 1st Month 3rd Month 6th Month 1 Year
Introduction into organization Define training purpose Skill Development Improvement
Clerk
Staff
> Assessing skill and competency > Communicate with employee to get
Sr. Staff > Deep training for software or application
development requirements feedback on skills that can help them
Officer used in the company
New Employee Company's culture, ethics, rules & perform better
Supervisor Company profile, vision & mission
(onboarding) regulation > Short and long term of
Assistant Manager > Risk management, work safety, compliance
company's > Evaluate current training and see what
Manager with work regulations, information security
goal needs to be fixed or improved
Sr. Manager
General Manager

Service Year
Dept. Level
1st Year 2nd Years 3rd Years 4th Years 5th Years
Clerk
Staff
Basic excel Time Management
Officer
Basic excel, Product Knowledge*,
Supervisor Handling Complain*, Presentation* Networking Skill*
Public Speaking*
Sales & Marketing Assistant Manager Negotiation* Leadership
Manager Creativity & Inovation*
Problem Solving
Sr. Manager
General Manager Customer Relationship Mgt, Decision Making Conflict Resolution, Risk Management
Note : *For Sales Team that has relation and communicate with customer (PS, Area Manager, Sales / Marketing Manager)
Clerk
Staff
Sr. Staff Time Management
Basic excel
Officer
Other
Supervisor Effective Team Collaboration
(SD, Admin, Plant)
Assistant Manager Leadership
Manager Managing Better Team
Problem Solving
Sr. Manager
General Manager Decision Making Conflict Resolution, Risk Management

Acknowledged and Approved by,

Dept. Head

Sunho Lee Manjae Park Saptorini

Administration GM SD GM SM GM
EXCEL COURSE CURRICULUM

A. Data Processing with Microsoft Excel

Session Material Sub Material

Data import and filtering

Merging data from multiple files

1 Statistic function introduction
Use of sumif, countif and averageif

Use of sumifs, countifs & averageifs

Change text characters as desired (UPPER, LOWER, PROPER)

Combine text (string) or numbers (CONCATENATE)

Count the number of characters (LEN)

2 Use of Function Text
Take several digits of letters as desired
(LEFT, MID & RIGHT)

Text Function for Excel Numbers

Combine text with formatted numbers

Create and Modify Charts

Manipulate chart data

Charts with stacked image combinations

Edit value axis display

Chart Layout Templates

3 IF Charts & Usage
Quick Chart Graphic

Using IF

Using Nested IF

Using AND & OR

Using IF with AND and OR

Introduction to Date and Time Functions

Calculating the difference between two dates (DATEDIF)

Displaying a date format if there is an additional holiday

4 Using Date Time & Pivot Functions Calculating time differences

Using Pivot tables

Filtering in Pivot tables

Using formulas in Pivot tables

Remove double data

Filtering and limiting data that can be entered (Data Validation)

5 Data and Table Using Conditional Formatting

Removing duplicate data

Filtering Database / Sorting and Data Validation

Using vlookup

Using hlookup
Lookup dan Index function
6 Match dan What If Analysis Using index match

Scenario Manager

Goal Seek

B. VBA and Macro Processing with Microsoft Excel

 Session Material Sub Material
Macro execution (record, store and run macro)
Basic melawan VBA
1 Introduction & Basic Macro recording practice
Debug Buttons
Objects, Methods and Properties
Object range
Select a specific range
2 Referring to Range Bottom down cells on different sheets
Refer a range relative to another range
Using PropertiesPolyline & polyline edit
Using variables as statements
Using while loop . . . Wend
Looping and Control Flow VBA Loop: For . . . Each
Flow control If . . then . . Else
Using Select CaseArray
3 Global name vs Local name
Adding name
Deleting name
Name
Types of name
Hiding name
Checking existence of name
Levels of events
Event Programming Using events
4 Workbook events Dynamic Text
Embedded Charts vs. Sheet Charts
Charts
Creating Charts Using VBA Dynamic Text

C. Analysis and Reporting with Excel Dashboard

Session Material Sub Material
Dashboard
Introduction to Dashboard Dashboard Business Intelegent
Reporting and Analysist with Dashboard
What news in Microsoft Excel
1 Introduction to Microsoft Excel Whats tool for Analysist
Whats tool for Reporting
Tool for Analysist
Introduction to Excel Dashboard Tool Tool for Reporting
Function and Wizard Parameter
Import data from Other File
Importing and Exporting Data Combine data
Calculating data
Tool for table profesional
Table Management Conditional Formating to data
Filtering and Sorting Advance in Excel
2 Logic Function
Search and Reference Function
Text Function
Tool and Function to Excel Dashboard Database Function
Statistic Function
Hyperlink to Spesific Place Every File
Pivottable for Analysist
Speedomater Chart for targeting Analyst
Chart Development Trend Chart for Forecasting Data
Column Chart with Picture of Product (1 picture represent each 1000 unit product)
3
Create Simple Dashboard
Create Excel Dashboard Create Dashboard for Forecasting
Create Interactive Dashboard
Setting Worksheet As Web
Setting Layout
Automaticly Excel Dashboard for Analysit and Reporting Interactive Controlling tool
Create Link
4 Create Reporting Base on Data Automaticly
Protection for cell
Protection for Worksheet / workbook
Protection and Sharing Excel Dashboard
Sharing Dashboard Information
Export Excel Dashboard