Microsoft+Excel+Lesson+Plan

 
 * Microsoft Excel Lesson Plan **
 * Metric Reporting with Excel **
 * Goals: **

This is the first of many lesson plans to incorporate Microsoft Excel. This is the introduction to the many applications of Microsoft Excel in the workplace. By the end of this lesson plan, the learner will be more familiar with Microsoft Excel and its many features.


 * Objectives: **

The main objective of this lesson plan is to explore the Microsoft Excel software application with the learner; building upon their existing knowledge of the program. Through better understanding of the tool, the learner is better equipped to use this technology and incorporate it into their weekly monthly and quarterly metric reporting on project progress with their respective client.


 * Time Allotment: **

The time allotted for this lesson plan and all subsequent lesson plans covering the topic of ‘Microsoft Excel’ will be one hour. //(These learning sessions will take place during the work day, in an attempt to not take away from productivity, learning sessions will be limited to one hour)//

 This lesson plan documentation is fairly straight forward. This spreadsheet will be used as an example to teach the student how to present an update on a clients project. This will also keep the student on track with project deliverables by constantly maintaining an updated priority list. The chart portion of the spreadsheet will also be helpful when analyzing utilization per task per ticket (tickets are used with in the project tracking system to allocate time, effort, and current state of each task for each project).
 * Required Equipment/Materials**:
 * Notebook computer (instructor)
 * Notebook computer (learner)
 * Microsoft Excel Program (all PC’s)
 * Projector
 * Projection screen

With this Excel template, the instructor will thoroughly go over how this spreadsheet should look, the usefulness of this document, as well as the purpose of the chart. Some of the key benefits the instructor is to present to the student are:  In doing so, the instructor will go over the benefits of each. Being that each of the above listed benefits are applicable to each and every project, the scope, due dates, and nature of the work may vary from project to project. To accurately demonstrate this, the instructor will create priority lists from a variety of projects (ranging from small scope to large scale) to demonstrate this technique can and will be applied to each type of project.
 * Business and process streamlining
 * Helps to establish and maintain a great working relationship with the client and other project team counterparts
 * Ensure all parties priorities included on a project are in ‘sync’ to ensure a successful project
 * Ensures deliverables are met and issues addressed in a timely manner. This helps to keep the project completion date realistic and manageable

While exploring the great benefits and business need behind project scope prioritizing, the student will be asked to implement a spreadsheet prioritization list as well as a utilization pie chart for their current or upcoming project. Upon this processes implementation into the students project management routine, for assessment, the student will then be asked provide updates on the project at various stages as well as compare the level of effort to manage this project with others that did not use, maintain, and track via the spreadsheet.


 * Assessment/Evaluation: **

Items that will be taken into account when assessing the student will be:

 Being that project management is a large part of the students job, this will be used and evaluated at end of year review time. Each students success or failure of this company wide process will also be used in determining the size and type of projects the student is given to manage in the future. Student feedback will also be taken into consideration and maybe this type of project tracking process can be tweaked.
 * <span style="font-family: Tahoma,Geneva,sans-serif; font-size: 110%;"> Does the student accurately maintain the spreadsheet
 * <span style="font-family: Tahoma,Geneva,sans-serif; font-size: 110%;"> Is the student able to analyze and name areas of project management that were streamlined post implementation of this project tracking technique
 * <span style="font-family: Tahoma,Geneva,sans-serif; font-size: 110%;"> Was the student able to successfully manage and complete the project while meeting each deliverable and pleasing the business
 * <span style="font-family: Tahoma,Geneva,sans-serif; font-size: 110%;"> Did the student appear comfortable using this technique to the point where they can identify additional areas that may also be included in this project documentation

// The nature of the project prioritization documentation (spreadsheet) will tailor itself to the scope of each project // <span style="font-family: Tahoma,Geneva,sans-serif; font-size: 110%;">Click below for a sample Excel Prioritization spreadsheet and Utilization Pie Chart.