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Using Excel to Manage Your Projects and Budgets

Are you ready to Excel? Microsoft Excel, that is! Many tasks are well suited to Excel, including managing budgets, tracking project deliverables, and creating forms. Join us to learn more about how Excel can be used in your work, and get curious about exploring the range of features that this software offers. Because budget management includes coordinating with people and data, we’ll also look at the range of inputs that are involved in tracking budgets. Who do you need to work with to track expenses? What kind of reporting will you need to be able to support, and what types of checks and balances can you put in place to create an accountable process?

Participants will learn to:

- Track a project budget
- Use Excel features to analyze data
- Explore free Excel templates
- Consider how to approach budget changes and stakeholders

About our presenter:
Kendra Morgan is a Senior Program Manager with WebJunction, providing continuing education services to state and public libraries. She is particularly interested in the role libraries play in supporting healthy communities, including through opioid-related programming and services and the COVID-19 pandemic, and has successfully applied for and managed a number of grant-funded programs that address those issues. Kendra received her MLIS from the University of Hawai'i; and prior to joining OCLC in 2007, she provided training and technology support in hundreds of libraries as part of the Bill & Melinda Gates Foundation’s U.S. Libraries Program, and served as a technology consultant at The Library of Virginia.

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Mar 23, 2023 04:00 PM in Eastern Time (US and Canada)