Spring 2019 Training Courses Announced!

Insight in Fundraising logo_WEBWe have great pleasure in announcing the first of our Spring Training Dates… 

Microsoft Excel for Data Analysis and Reporting (Level 1)
Date: Monday 25th March 2019, 10am – 5pm
Location: St John Ambulance, Faulkner Street, Manchester M1 4DY
Date: Monday 1st April 2019, 10am – 5pm
Location: St John Ambulance, Farringdon, London, EC1

Costs: IoF Individual Member £175, Charity Individual £195, Commercial £250.
Bookings: e-mail victoria@vbanalytics.co.uk

OVERVIEW

In this one day course Victoria will introduce you to Excel functionality that is fundamental when analysing and presenting data in Excel. You will leave with actionable learnings that you can implement to increase your confidence, save time and to make your Excel spreadsheets more flexible and accurate.

This is a practical course suitable for those who are already familiar with basic Excel functionality but keen to learn more to enhance their work, for example Junior Analysts, Marketing Executives and Database Administrators.

Attendees will need to bring their own laptop with Excel (preferably Windows, with Excel 2010 or later) installed.  Sample data and all course material will be provided on the day by the course trainer.

COURSE OUTLINE

Essential Functions and Formulas

There are functions and formulas that are essential when analysing and summarising data in Excel. Using hands on experience of working with data, Victoria will cover the techniques, formulas  and functions that are essential when analysing and summarising data in Excel.  These will include useful shortcuts for navigating your data, named ranges, sorting, filtering, absolute and relative cell references and logical functions such as IF / AND / OR / SUMIF / COUNTIF, and LOOKUP functions.

An Introduction to PivotTables

PivotTables are a powerful feature within Excel that allow the user to summarise large datasets with ease. In this session Victoria will introduce you to PivotTables, showing you how to summarise, present and explore complex data with them, easily and quickly. 


Microsoft Excel for Data Analysis and Reporting (Level 2)
Date: Monday 8th April 2019, 10am to 5pm
Location: St John Ambulance, Faulkner Street, Manchester M1 4DY

Date: Monday 15th April 2019, 10am to 5pm
Location: St John Ambulance, Farringdon, London, EC1

Costs: IoF Individual Member £175, Charity Individual £195, Commercial £250.
Bookings: 
e-mail victoria@vbanalytics.co.uk

OVERVIEW

In this one day course Victoria will introduce you to more advanced Excel functionality using demographic and behavioral data to build an interactive report. You will leave with actionable learnings that you can implement to save time and to make your Excel spreadsheets accurate, more flexible and visual.

Please note that this is a practical course suitable for those who are already considered ‘intermediate’ users of Excel and should already be familiar with named ranges, sorting, filtering, and logical functions such as IF / AND / OR / SUMIF / COUNTIF, LOOKUP functions and a basic understanding of PivotTables.

Attendees will need to bring their own laptop with Excel (preferably Windows, with Excel 2010 or later) installed.  Sample data and all course material will be provided on the day by the course trainer.

COURSE OUTLINE

Advanced PivotTables

Using PivotTables in your reports can be an easy way to making your reports easily updateable and interactive. In this session Victoria will cover referencing PivotTable data using GETPIVOTDATA formulas and making them efficient using Range Names and cell References, and how to use Filters and Slicers to create interactive reports.

Advanced Formulas and Data Validation

In this session functions such as Percentile, Index and Match are investigated to demonstrate how they can enhance your spreadsheets.

The Data Validation tool in Excel can be used to make sure that Users enter certain values into a cell, in this session you will be shown how to use it to create interactive reports that automatically update when a cell value is changed.

Worksheet Controls

In this session you will learn how to add controls such as drop-down boxes and check boxes to your reports, and how to edit their properties and use them in conjunction with cell formulas to make your reports ultra-efficient and work extra hard.


Introduction to Visual Basic for Applications within Excel

Date: Monday 29th April 2019, 10am to 5pm
Location: St John Ambulance, Faulkner Street, Manchester M1 4DY

Date: Monday 13th May 2019, 10am to 5pm
Location: St John Ambulance, Farringdon, London, EC1
Costs: IoF Individual Member £175, Charity Individual £195, Commercial £250.

Bookings: e-mail victoria@vbanalytics.co.uk

OVERVIEW

In this one day course Victoria will introduce you to programming with Visual Basic for Applications (VBA) within Excel to enable you to automate repetitive tasks and enhance your spreadsheets. In the session you will be using demographic and behavioral data to build an interactive, automated report with drop down lists and selection box controls.

This is a practical, introductory course suitable for those who use Excel regularly to a good standard but are looking to further advance their use of Excel through VBA, no previous programming experience is necessary.

Attendees will need to bring their own laptop with Excel (preferably Windows, Excel 2010 or later) installed.  Sample data and all course material will be provided on the day by the course trainer.

COURSE OUTLINE

Introducing Visual Basic for Applications

Beginning with an introduction to the Visual Basic Editor, you will learn how to record a macro to perform repetitive tasks. Victoria will then introduce you to some programming principles to enable you to begin to edit and write your own VBA so that your macros can be even more powerful.

Automating Repetitive Tasks

Using practical examples, you will learn how to use VBA to automate repetitive tasks by editing your recorded code, declaring variables and controlling your code execution using For-Each-Next Loops and If-Then Constructs. This session will include tips on how to add frequently used Macros to your Personal Macro Workbook and how to add them to your toolbars so that they can be used across multiple workbooks.

Controlling your reports with Visual Basic

Adding controls such as Buttons and Dropdown boxes to your reports can make your reports ultra-efficient and work extra hard. In this session, you will learn how to use VBA with these controls to determine what happens when buttons are clicked and values changed resulting in an impressive report tool to answer many management questions.


Course Specifics

Maximum 10 Delegates per session.

Light lunch included.

All courses are delivered using Windows, Excel 2016.


Victoria Barham

Victoria has enjoyed many years working within analytical roles, including over 14 years within the Charity Sector. Victoria provides freelance analytical support and bespoke Excel training courses and is also an accredited trainer in FastStats Discoverer and Excelsior.

“Victoria was a very good trainer, her experience and expertise was obvious and her passion for the subject made her all the more compelling.”

“Very knowledgeable but a collaborative approach to learning; fantastic understanding of sector specific challenges and issues”

“I thoroughly enjoyed this course and having charity data examples I could really relate to was a big positive for me. I can definitely apply a lot of this to my analysis and reporting at work.”

https://www.linkedin.com/in/victoria-barham-304ba121/

https://www.facebook.com/VictoriaBarhamAnalytics/

victoria@vbanalytics.co.uk


Pinpointing Pledgers: Making the Most of your Legacy Data

Date: Wednesday 17th April 2019
Location: RNLI, 124-126 Webber St, London SE1 0QL
Cost: IoF Individual Member £175, Charity Individual £195, Commercial £250
Trainers: Dr Claire Routley & Stuart McCoy

Booking Contact: Stuart McCoy, stuartdmi@ymail.com

What are the very best legacy fundraising teams doing to make their data work harder to bring in key insight and significant gains to the business?  Successful legacy marketing is about getting a large variety of elements right and there are many things that you can do with your data, from adopting optimum targeting strategies to gaining vital insight about your supporters and prospects. Utilising your data in smart ways can dramatically affect your top line legacy income.

In this one-day course Claire and Stuart will cover the essential, and some of the more innovative, data strategies which they hope will revolutionise your legacy marketing programme.

This a comprehensive course covering a wide variety of topics, including: primary drivers of legacy response, propensity models, essential legacy reporting, income forecasting, fundraising statistics, conducting fair marketing tests, supporter profiling, data capture, data enhancements and measuring supporter engagement.

This is a practical course and you will need to bring your own laptop with Excel 2007 installed.  All course material will be provided on the day by the course trainers.

“A thoroughly excellent course that will be of great use to me in the immediate future.”

“I think speaking as a Legacy fundraiser, it was the very practical tips on how to do analysis that was the most useful.”

Dr. Claire Routley, Legacy Fundraising Consultant
Claire has worked in fundraising for over 10 years for charities including Age UK, Bible Society, WRVS and a local hospice. For the last 7 years, she has specialised in legacy fundraising, both in her day job and through academic study. She completed her PhD thesis, Leaving a Charitable Legacy: Social Influence, the Self and Symbolic Immortality, in 2011, and is now an independent legacy fundraising consultant.

Stuart McCoy, Data Strategy Consultant, DM Insight
After seven enjoyable years as Age UK’s dedicated insight analyst Stuart set up DM Insight, a data strategy and analysis service specialising in the charity data and not-for-profit sectors.  Since launching in 2008 he has delivered data insight and fundraising strategy projects for over sixty not-for-profits including CRUK, British Red Cross, Oxfam, Tate, Barbican, British Heart Foundation, Diabetes UK, Samaritans, Bible Society, RNIB, Scope, Cystic Fibrosis Trust and Christian Aid.  Fundraising, database and analysis professionals from over a hundred different charities and agencies have attended his training courses.


Campaign Analysis, Testing & Targeting

Date: Wednesday 13th March 2019
Location: Medecin Sans Frontieres, Lower Ground Floor, Chancery Exchange, 10 Furnival Street, London EC4A 1AB
Cost: IoF Individual Member £175, Charity Individual £195, Commercial £250
Booking Contact: Stuart McCoy, stuartdmi@ymail.com

A comprehensive one-day course aimed at both direct marketers and insight analysts.   

Topics covered: Essential fundraising KPIs, conducting fair marketing tests, channel testing case studies, the dangers of using average gift and ROI as KPIs, identifying outliers, significance testing, t-tests, confidence levels, building and interpreting supporter profiles, indices and z-scores, creative applications of geo-demographic overlays (ACORN, Mosaic), data enhancements, measuring supporter engagement and “Who is your 10 year donor?”

This is a practical course and you will need to bring your own laptop with Excel 2007 or a more recent version of Excel installed.  Sample data and all course material will be provided on the day by the course trainer.

 “I thought it was very relevant for the audience I would encourage direct marketing officers as well as analysts to attend”

“Stuart gives explanations on technical statistical terms in plain English and is very approachable with questions.”

Stuart McCoy, Data Strategy Consultant, DM Insight

After seven enjoyable years as Age UK’s dedicated insight analyst Stuart set up DM Insight, a data strategy and analysis service specialising in the charity data and not-for-profit sectors.  Since launching in 2008 he has delivered data insight and fundraising strategy projects for over sixty not-for-profits including CRUK, British Red Cross, Oxfam, Tate, Barbican, British Heart Foundation, Diabetes UK, Samaritans, Bible Society, RNIB, Scope, Cystic Fibrosis Trust and Christian Aid.  Fundraising, database and analysis professionals from over a hundred different charities and agencies have attended his training courses.