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Excel Coaching

  • Need to take your Excel skills to the next level?

  • Don't think a normal Excel training session will hit the mark?

  • Then why not consider an Excel coaching session?

The benefits

  • Tailored and targeted 
  • One to one 
  • Relevant to your skill level, your role and your organisation 
  • Work on your own spreadsheets and data 
  • Build spreadsheets to best practice standards with your coach

Our Excel coaching sessions deliver tailored and targeted one to one Excel coaching to consolidate and expand your Excel skills.

Below are examples of an intermediate and an advanced coaching session:

An example of a one day intermediate Excel coaching session

Spreadsheet Development 1.5 hrs

  • Confirmation of fundamental skills 
  • Best Practice Modelling Fundamentals 
  • Workbook security 

Development of formulae tool-kit 1.5 hrs

  • Confirmation of knowledge 
  • Vlookup and Vlookup Match 
  • Logical formulae (IF, AND & OR) 
  • Conditional summing 

Pivot Tables 1.5 hrs

Application of learning 1.5 hrs

  • Re-development of existing workbook using skills learned 
  • System reconciliation using Vlookup - simplification of existing process 
  • Analysis of data using Pivot Tables 

An example of a one day advanced Excel coaching session

Development of formulae tool-kit 1 hr

  • Confirmation of knowledge 
  • Logical formulae (IF, AND & OR) 
  • Conditional summing  

Best practice modelling and risk management 1 hr

  • How to build models to a best practice standard and how to implement best practice modelling with an organisation 
  • How to manage spreadsheet risk within an organisation  

Scenario tools 1 hr

Our "what-if" module 

An introduction to VBA 1.5 hrs

Our "An introduction to VBA" module 

Application of learning 1.5 hrs

  • Further discussion on managing spreadsheet risk within client's organisation 
  • Development of three macros for the client to use going forward 
  • Discussion around development of specific spreadsheet models

Give our team a call to have a chat through the support that you need.

01225 350730


What our clients say