Example deliverable
Sample data
Excel Training — working outline

Illustrative deliverable outline. The final contents are confirmed against your process and agreed scope.
The problem to solve
A clear objective before any work starts.
Staff spend hours copying and pasting between spreadsheets every week.
The starting point is how your team works, not a list of features in Microsoft 365. We establish what needs to change, who relies on the result and how you will judge whether the work has solved the problem.
The scope below sets the boundary for excel training. Before work starts, we check the current process, available information and practical constraints with you. Gaps and assumptions are made visible so that the quote reflects the work actually required.
What the work needs to address
- Power Query and lookup basics
- Error-proofing your own files
- Session recording