Target Audience
If you are an experienced Excel user, you will know that you spend a good chunk of your time re-organising and re-formatting data. What if there was a way within Excel to automate this? Meet Power Query…
Outline
In this short course you will learn:
- What is Power Query and why should you care?
- Text clean up.
- File clean up.
- Combining folder contents automatically.
Methodology
- Delivered virtually via Zoom.
- GiraffePad will be the platform used to hold the Zoom link/training materials/recording.
Target Audience
Anyone wishing to pick up some productivity tips in the use of MS Word, Excel, PowerPoint, Outlook and OneNote. Prior knowledge of Microsoft Office/Microsoft 365 is essential.
Prerequisite
The training will be in the New version of Outlook, as the Classic version will have no support from April 2026.
Outline
In this course you will learn productivity tips from the following Microsoft programs:
Outlook
- Cleaning up your inbox
- Scheduling emails in advance
- Creating simple rules
- Using email templates
Word
- Working with styles
- Contents pages
- Cover pages
- Watermarks
Excel
- Cleaning data
- Separating text from within a cell
- Locking cells
- Displaying data visually
PowerPoint
- Using slides from another presentation
- Changing fonts throughout the entire presentation
- Working with images and shapes
- Using the presenter view
Methodology
Delivered via Microsoft Teams. This session will be recorded and the recording will be circulated to participants on completion.
Target Audience
Anyone involved in running or participating in board or committee meetings.
Outline
Organisations need effective meetings, but these do not happen without correct procedures, preparation and planning. This practical workshop provides the tools needed to run and contribute to online and face-to-face meetings. It covers the purpose of meetings; challenging behaviour; agendas; decision-making; and minutes.
Methodology
Delivered virtually via Zoom.
Target Audience
Experienced Excel users wanting to learn more about Pivot Tables.
Outline
In this short course you will:
- Review of basic pivot tables.
- Explore the Show As Values options e.g. % of Grand Total/% of Row/Previous.
- Use the Calculated Field option.
- Expand pivot tables possibilities by using the Data Model/explore PowerPivot.
Methodology
- Delivered virtually via Zoom.
- GiraffePad will be the platform used to hold the Zoom link/training materials/recording.
Target Audience
Middle and Senior Managers, Board Members.
Outline
A strategy is about how an organisation best positions itself whilst remaining relevant. A good strategy is clear and succinct. It boldly sets out your organisation’s ambitions, sets a clear focus aimed at achieving your mission, and it is embedded in reality.
This Strategic Planning workshop will guide you through core elements of strategy: challenge, cohesion and commitment. It will look at approaches and models in conducting strategic analysis, examining options, building in agility and how to monitor implementation.
Step-by-step, you will learn what a strategic planning process involves, what tools and techniques can help you along the way, what the end result should look like, and how to get everyone on board.
Methodology
Delivered virtually via Zoom.
Target Audience
Managers and Board Members of charities and not-for-profits.
Outline
This interactive workshop will provide the participant with a view of the cyber security risks faced by charities and not-for-profits and measures they can take to reduce these risks.
- Introduction:
- What is cyber security and why is it important?
- The different types of cyber threats.
- The impact of a cyber attack on a charity or not-for-profit.
- The importance of cyber security awareness for management.
- Case studies
- Cyber security best practices:
- Social engineering
- Password security
- Email security
- Physical security
- Incident response
Methodology
Delivered virtually via Google Meet. There are a number of short videos showing examples of various techniques being used to compromise people. A copy of the slides will be provided as well as a link to download cyber security related guidance.
Target Audience
Board Members, Chairpersons and CEOs of non-profit organisations.
Outline
• Roles and responsibilities – Board, CEO, Chair
• Governance vs. Management
• Division of responsibilities
• Communication between CEO and Chair (Board)
• HR sub-committee (CEO Selection, Review, Remuneration, Succession Planning)
• CEO role in relation to the Board
• CEO performance appraisals – how to conduct appropriately
• Board only sessions
• Code of conduct
• Board evaluation (its value and purpose)
• Board Dilemmas
Methodology
Delivered virtually via Zoom.
Target Audience
Board Members, Chairpersons and CEOs of non-profit organisations.
Outline
• Roles and responsibilities – Board, CEO, Chair
• Governance vs. Management
• Division of responsibilities
• Communication between CEO and Chair (Board)
• HR sub-committee (CEO Selection, Review, Remuneration, Succession Planning)
• CEO role in relation to the Board
• CEO performance appraisals – how to conduct appropriately
• Board only sessions
• Code of conduct
• Board evaluation (its value and purpose)
• Board Dilemmas
Methodology
Delivered virtually via Zoom.
Target Audience
You should be comfortable with the Excel basics and/or be using Excel regularly including formulas/functions/sort and filtering/charts.
Outline
The course will take place on Zoom over 4 sessions as per details below. Homework will be assigned between sessions. Resources and links will be stored on a platform called GiraffePad. Full instructions and links will be given after registration.
Session One (90 minutes) 04 Mar starting at 3.15pm
- Revision of basics: formulas/functions/fixing cells/lists
Session Two (90 minutes) 11 Mar starting at 3.15pm
- Vlookup function: What it is, what you use it for, use in same workbook and with different workbooks.
Session Three (90 minutes) 18 Mar starting at 3.15pm
- Introduction to Pivot Tables
Session Four (90 minutes) 25 Mar starting at 3.15pm
- If functions & Introduction to Conditional Formatting
- Final Q&A
Methodology
- Delivered virtually via Zoom.
- GiraffePad will be the platform used to hold the Zoom links/training materials.
- Homework will be assigned between sessions.
Target Audience
Board members, managers and all those with responsibility for the financial viability of their voluntary organisations.
Outline
Course material will include where to look for vital sources of funding, how to answer the critical questions that funders ask, how to develop a compelling story, an A to Z of digital and face to face fundraising techniques and with presentations focussed on sectors such wellbeing, social, community, health, enterprise, educational, arts environmental and other objectives.
Methodology
Delivered virtually via Zoom.


