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Paula Del Rey
As a small business owner, budgets are often tight for the "extras." Often times, this means that some of those high-value marketing tools cannot be offered. Small business owners should turn to free or low-cost alternatives. An easy-to-use and manageable alternative is a free online version of Microsoft Excel from Microsoft Office 365. In this project, you will learn how to create a simple project management tracking sheet.
At the end of this project, you will have the Excel project management tracking template for the next presentation of your development project.
Register for this course and see more details by visiting:
OpenCourser.com/course/oh9776/create
What's inside
Syllabus
Project Overview
In this project, you will create a simple project management tracking sheet that you can share with your team members. You will learn how to organize and format a table, as well as add dropdown menus and conditional formatting to highlight the status of a task.
Good to know
Good to know
Know what's good ,
what to watch for , and
possible dealbreakers
Develops important project management skills, such as organizing and formatting tables, adding dropdown menus, and using conditional formatting
Teaches how to create a project management tracking sheet that can be shared with team members
Uses a free and easy-to-use tool, Microsoft Excel from Microsoft Office 365
Taught by Paula Del Rey, who has experience in project management
Suitable for small business owners who need to manage projects with limited resources
Covers the basics of project management, making it suitable for beginners
Save this course
Save Create a Project Management Tracker using Microsoft Excel to your list so you can find it easily later:
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Activities
Be better prepared
before
your course. Deepen your understanding
during
and
after
it. Supplement your coursework and achieve mastery of the topics covered
in Create a Project Management Tracker using Microsoft Excel with these
activities:
Join a study group or online forum for project management
Show steps
Engaging with peers will provide opportunities to share knowledge, ask questions, and gain diverse perspectives on project management.
Browse courses on
Project Management
Show steps
-
Identify a study group or online forum related to project management
-
Participate in discussions and share your experiences
-
Seek feedback and support from other members
Read 'The Project Management Body of Knowledge' by PMI
Show steps
Reading this comprehensive guide will deepen your understanding of project management principles and best practices.
View
Risk Management in Portfolios, Programs, and...
on Amazon
Show steps
-
Obtain a copy of the book
-
Read and take notes on key concepts
-
Review the case studies and examples to reinforce your understanding
Join a study group or online forum for Excel users
Show steps
Connecting with other Excel users through a study group or online forum can provide you with valuable support and insights. You can share knowledge, discuss challenges, and collaborate on projects.
Browse courses on
Excel
Show steps
-
Search for Excel study groups or online forums
-
Join the group or forum and introduce yourself
-
Participate in discussions and ask questions
-
Collaborate with other members on Excel projects or challenges
13 other activities
Expand to see all activities and additional details
Show all 16 activities
Review principles of project management
Show steps
Revising the fundamental concepts of project management will enhance your understanding of the course material.
Browse courses on
Project Management
Show steps
-
Review notes or textbooks on project management basics
-
Attend a webinar or online lecture on project management principles
-
Take a practice quiz or assessment on project management knowledge
Explore Microsoft's support resources for Excel
Show steps
Microsoft provides a wealth of tutorials and articles that can supplement your learning in this course. By exploring these resources, you can deepen your understanding of Excel's features and expand your skills.
Browse courses on
Excel
Show steps
-
Visit the Microsoft Support website
-
Browse through the available tutorials and articles
-
Select a tutorial or article relevant to your needs
-
Follow the instructions and complete the exercises
Complete Excel exercises and challenges
Show steps
Regular practice is crucial for mastering Excel skills. By completing exercises and challenges, you can reinforce what you learn in this course and develop your proficiency in using Excel for project management.
Browse courses on
Excel
Show steps
-
Find Excel exercises and challenges online or in textbooks
-
Attempt to solve the exercises independently
-
Check your solutions against provided answer keys or ask for feedback in online forums
To Do: Study Microsoft Excel Resources
Show steps
Familiarize yourself with essential Microsoft Excel features and functions to build a strong foundation and effectively manage projects.
Browse courses on
Microsoft Excel
Show steps
-
Review Microsoft's official Excel tutorials
-
Explore Excel-focused YouTube channels for beginner-friendly videos
-
Enroll in an online Excel course on platforms like Coursera or Udemy
To Do: Create a Dummy Project
Show steps
Experiment with creating a dummy project in Excel, allowing you to apply and practice your newfound spreadsheet skills.
Browse courses on
Data Organization
Show steps
-
Choose a small-scale project idea, such as managing personal finances
-
Design and create the Excel worksheet, including tables and formulas
-
Manually enter sample data to ensure accuracy
Create a Microsoft Excel template for project tracking
Show steps
Following step-by-step tutorials will provide hands-on experience in creating a project management tool that aligns with the course content.
Browse courses on
Microsoft Excel
Show steps
-
Find a tutorial on creating a project tracking template in Microsoft Excel
-
Follow the tutorial to create your own template
-
Customize the template to meet your specific project needs
To Do: Practice Project Management with Excel
Show steps
Engage in repetitive exercises that reinforce project management concepts within Excel, enhancing your proficiency in managing projects efficiently.
Browse courses on
Task Management
Show steps
-
Create mock project scenarios
-
Apply formulas to calculate project timelines, costs, and resources
-
Utilize Excel's task management features
Create an Excel project management tracking template
Show steps
This hands-on project will allow you to apply the skills you learn in this course to a practical scenario, solidifying your understanding of Excel's capabilities for project management.
Browse courses on
Project Management
Show steps
-
Create a new Excel spreadsheet
-
Design the layout of your tracking template
-
Add data to your template
-
Apply formulas and formatting for calculations and visual cues
-
Test and refine your template for accuracy and functionality
Volunteer as a project manager for a non-profit organization
Show steps
Volunteering as a project manager will provide practical experience in managing projects with real-world constraints and impact.
Browse courses on
Project Management
Show steps
-
Identify a non-profit organization that aligns with your interests
-
Contact the organization and inquire about volunteer opportunities in project management
-
Attend training or workshops to enhance your project management skills
Participate in Excel competitions or hackathons
Show steps
Challenging yourself in Excel competitions or hackathons can push your skills to the next level. These events provide a motivating environment for you to apply your knowledge, solve complex problems, and showcase your abilities.
Browse courses on
Excel
Show steps
-
Research upcoming Excel competitions or hackathons
-
Form a team or participate individually
-
Develop a strategy and prepare for the event
-
Participate in the competition or hackathon
-
Reflect on your performance and identify areas for improvement
Apply project management principles to a real-world scenario
Show steps
Engaging in practical exercises will reinforce the concepts learned in the course and enhance your ability to apply them in real-life situations.
Browse courses on
Project Planning
Show steps
-
Identify a small project that you can work on
-
Apply the project management principles you have learned to plan and execute the project
-
Reflect on your experience and identify areas for improvement
Contribute to an open-source project related to project management
Show steps
Contributing to an open-source project will provide valuable hands-on experience in applying project management principles and collaborating with others in a real-world setting.
Browse courses on
Open Source Projects
Show steps
-
Identify an open-source project related to project management
-
Review the project's documentation and contribute code or other resources
-
Participate in discussions and collaborate with other contributors
Develop a presentation on project management best practices
Show steps
Creating a presentation will not only solidify your understanding of best practices in project management but also enhance your communication skills.
Browse courses on
Project Management Best Practices
Show steps
-
Research and gather information on project management best practices
-
Organize and structure the content in a logical and engaging way
-
Create visual aids and handouts to support your presentation
-
Rehearse and practice your delivery
Join a study group or online forum for project management
Show steps
Engaging with peers will provide opportunities to share knowledge, ask questions, and gain diverse perspectives on project management.
Browse courses on
Project Management
Show steps
Show steps
Show steps
- Identify a study group or online forum related to project management
- Participate in discussions and share your experiences
- Seek feedback and support from other members
Read 'The Project Management Body of Knowledge' by PMI
Show steps
Reading this comprehensive guide will deepen your understanding of project management principles and best practices.
View
Risk Management in Portfolios, Programs, and...
on Amazon
Show steps
Show steps
Show steps
- Obtain a copy of the book
- Read and take notes on key concepts
- Review the case studies and examples to reinforce your understanding
Join a study group or online forum for Excel users
Show steps
Connecting with other Excel users through a study group or online forum can provide you with valuable support and insights. You can share knowledge, discuss challenges, and collaborate on projects.
Browse courses on
Excel
Show steps
Show steps
Show steps
- Search for Excel study groups or online forums
- Join the group or forum and introduce yourself
- Participate in discussions and ask questions
- Collaborate with other members on Excel projects or challenges
13 other activities
Expand to see all activities and additional details
Show all 16 activities
Review principles of project management
Show steps
Revising the fundamental concepts of project management will enhance your understanding of the course material.
Browse courses on
Project Management
Show steps
Show steps
Show steps
- Review notes or textbooks on project management basics
- Attend a webinar or online lecture on project management principles
- Take a practice quiz or assessment on project management knowledge
Explore Microsoft's support resources for Excel
Show steps
Microsoft provides a wealth of tutorials and articles that can supplement your learning in this course. By exploring these resources, you can deepen your understanding of Excel's features and expand your skills.
Browse courses on
Excel
Show steps
Show steps
Show steps
- Visit the Microsoft Support website
- Browse through the available tutorials and articles
- Select a tutorial or article relevant to your needs
- Follow the instructions and complete the exercises
Complete Excel exercises and challenges
Show steps
Regular practice is crucial for mastering Excel skills. By completing exercises and challenges, you can reinforce what you learn in this course and develop your proficiency in using Excel for project management.
Browse courses on
Excel
Show steps
Show steps
Show steps
- Find Excel exercises and challenges online or in textbooks
- Attempt to solve the exercises independently
- Check your solutions against provided answer keys or ask for feedback in online forums
To Do: Study Microsoft Excel Resources
Show steps
Familiarize yourself with essential Microsoft Excel features and functions to build a strong foundation and effectively manage projects.
Browse courses on
Microsoft Excel
Show steps
Show steps
Show steps
- Review Microsoft's official Excel tutorials
- Explore Excel-focused YouTube channels for beginner-friendly videos
- Enroll in an online Excel course on platforms like Coursera or Udemy
To Do: Create a Dummy Project
Show steps
Experiment with creating a dummy project in Excel, allowing you to apply and practice your newfound spreadsheet skills.
Browse courses on
Data Organization
Show steps
Show steps
Show steps
- Choose a small-scale project idea, such as managing personal finances
- Design and create the Excel worksheet, including tables and formulas
- Manually enter sample data to ensure accuracy
Create a Microsoft Excel template for project tracking
Show steps
Following step-by-step tutorials will provide hands-on experience in creating a project management tool that aligns with the course content.
Browse courses on
Microsoft Excel
Show steps
Show steps
Show steps
- Find a tutorial on creating a project tracking template in Microsoft Excel
- Follow the tutorial to create your own template
- Customize the template to meet your specific project needs
To Do: Practice Project Management with Excel
Show steps
Engage in repetitive exercises that reinforce project management concepts within Excel, enhancing your proficiency in managing projects efficiently.
Browse courses on
Task Management
Show steps
Show steps
Show steps
- Create mock project scenarios
- Apply formulas to calculate project timelines, costs, and resources
- Utilize Excel's task management features
Create an Excel project management tracking template
Show steps
This hands-on project will allow you to apply the skills you learn in this course to a practical scenario, solidifying your understanding of Excel's capabilities for project management.
Browse courses on
Project Management
Show steps
Show steps
Show steps
- Create a new Excel spreadsheet
- Design the layout of your tracking template
- Add data to your template
- Apply formulas and formatting for calculations and visual cues
- Test and refine your template for accuracy and functionality
Volunteer as a project manager for a non-profit organization
Show steps
Volunteering as a project manager will provide practical experience in managing projects with real-world constraints and impact.
Browse courses on
Project Management
Show steps
Show steps
Show steps
- Identify a non-profit organization that aligns with your interests
- Contact the organization and inquire about volunteer opportunities in project management
- Attend training or workshops to enhance your project management skills
Participate in Excel competitions or hackathons
Show steps
Challenging yourself in Excel competitions or hackathons can push your skills to the next level. These events provide a motivating environment for you to apply your knowledge, solve complex problems, and showcase your abilities.
Browse courses on
Excel
Show steps
Show steps
Show steps
- Research upcoming Excel competitions or hackathons
- Form a team or participate individually
- Develop a strategy and prepare for the event
- Participate in the competition or hackathon
- Reflect on your performance and identify areas for improvement
Apply project management principles to a real-world scenario
Show steps
Engaging in practical exercises will reinforce the concepts learned in the course and enhance your ability to apply them in real-life situations.
Browse courses on
Project Planning
Show steps
Show steps
Show steps
- Identify a small project that you can work on
- Apply the project management principles you have learned to plan and execute the project
- Reflect on your experience and identify areas for improvement
Contribute to an open-source project related to project management
Show steps
Contributing to an open-source project will provide valuable hands-on experience in applying project management principles and collaborating with others in a real-world setting.
Browse courses on
Open Source Projects
Show steps
Show steps
Show steps
- Identify an open-source project related to project management
- Review the project's documentation and contribute code or other resources
- Participate in discussions and collaborate with other contributors
Develop a presentation on project management best practices
Show steps
Creating a presentation will not only solidify your understanding of best practices in project management but also enhance your communication skills.
Browse courses on
Project Management Best Practices
Show steps
Show steps
Show steps
- Research and gather information on project management best practices
- Organize and structure the content in a logical and engaging way
- Create visual aids and handouts to support your presentation
- Rehearse and practice your delivery
Career center
Learners who complete Create a Project Management Tracker using Microsoft Excel will develop knowledge and skills
that may be useful to these careers:
Project Manager
Project Manager
Project Managers use technical know-how to lead and oversee projects. They are responsible for planning, organizing, and executing projects to meet specific goals within certain parameters. "Create a Project Management Tracker using Microsoft Excel" can help Project Managers enhance their work and further their career by building a strong foundation in Excel, a software vital for managing projects effectively. This course teaches participants how to organize and format tables, add dropdown menus, and apply conditional formatting to monitor and manage projects seamlessly.
Business Analyst
Business Analyst
Business Analysts help organizations improve their performance through data analysis. Through various techniques, they uncover potential areas for improvement and design solutions to enhance business processes. "Create a Project Management Tracker using Microsoft Excel" can be beneficial to Business Analysts as it provides a strong foundation in Excel, a widely used tool for data analysis and visualization. Proficiency in Excel is essential for Business Analysts to effectively analyze data, create reports, and present their findings.
Marketing Manager
Marketing Manager
Marketing Managers oversee the development and implementation of marketing campaigns to promote products or services. They analyze market trends, conduct customer research, and create strategies to reach target audiences. "Create a Project Management Tracker using Microsoft Excel" may be useful for Marketing Managers as it provides a foundation in Excel, a tool commonly used for data analysis and campaign tracking. Understanding how to use Excel can help Marketing Managers track campaign performance, analyze results, and make informed decisions.
Product Manager
Product Manager
Product Managers are responsible for the development and management of products. They gather requirements, define product specifications, and work with cross-functional teams to bring products to market. "Create a Project Management Tracker using Microsoft Excel" can be helpful for Product Managers as it provides a foundation in Excel, a tool commonly used for project management and tracking. Understanding how to use Excel can help Product Managers plan and track product development, manage resources, and monitor progress.
Operations Manager
Operations Manager
Operations Managers oversee the day-to-day operations of an organization. They ensure that processes are efficient, resources are allocated effectively, and performance targets are met. "Create a Project Management Tracker using Microsoft Excel" may be useful for Operations Managers as it provides a foundation in Excel, a tool commonly used for process mapping, data analysis, and performance tracking. Understanding how to use Excel can help Operations Managers improve operational efficiency, identify areas for improvement, and make informed decisions.
Data Analyst
Data Analyst
Data Analysts collect, analyze, and interpret data to identify trends and patterns. They use statistical techniques and tools to uncover insights and provide recommendations for decision-making. "Create a Project Management Tracker using Microsoft Excel" may be useful for Data Analysts as it provides a foundation in Excel, a widely used tool for data analysis and visualization. Proficiency in Excel is essential for Data Analysts to effectively clean, analyze, and present data.
Financial Analyst
Financial Analyst
Financial Analysts provide insights and recommendations on investment opportunities, financial performance, and risk management. They analyze financial data, build models, and forecast future trends. "Create a Project Management Tracker using Microsoft Excel" can be helpful for Financial Analysts as it provides a foundation in Excel, a widely used tool for financial modeling and analysis. Understanding how to use Excel can help Financial Analysts create financial models, analyze data, and make informed investment decisions.
Consultant
Consultant
Consultants provide expertise and advice to organizations on a variety of topics, such as strategy, operations, and technology. They analyze problems, identify solutions, and develop recommendations for improvement. "Create a Project Management Tracker using Microsoft Excel" may be useful for Consultants as it provides a foundation in Excel, a tool commonly used for data analysis, project management, and presentation. Understanding how to use Excel can help Consultants analyze data, manage projects, and communicate their findings effectively.
Software Engineer
Software Engineer
Software Engineers design, develop, and maintain software systems. They use programming languages and tools to create applications that meet specific needs. "Create a Project Management Tracker using Microsoft Excel" may be useful for Software Engineers as it provides a foundation in Excel, a tool commonly used for project management and documentation. Understanding how to use Excel can help Software Engineers plan and track projects, manage requirements, and document software designs.
Web Developer
Web Developer
Web Developers design and develop websites and web applications. They use programming languages and tools to create user interfaces, implement functionality, and ensure website performance. "Create a Project Management Tracker using Microsoft Excel" may be useful for Web Developers as it provides a foundation in Excel, a tool commonly used for project management and documentation. Understanding how to use Excel can help Web Developers plan and track projects, manage requirements, and document website designs.
Technical Writer
Technical Writer
Technical Writers create and maintain technical documentation, such as user manuals, white papers, and training materials. They gather information, analyze concepts, and write clear and concise instructions. "Create a Project Management Tracker using Microsoft Excel" may be useful for Technical Writers as it provides a foundation in Excel, a tool commonly used for project management and documentation. Understanding how to use Excel can help Technical Writers plan and track projects, manage requirements, and document technical information.
Business Development Manager
Business Development Manager
Business Development Managers identify and develop new business opportunities for organizations. They research markets, build relationships, and close deals. "Create a Project Management Tracker using Microsoft Excel" may be useful for Business Development Managers as it provides a foundation in Excel, a tool commonly used for project management and data analysis. Understanding how to use Excel can help Business Development Managers track leads, manage sales pipelines, and analyze market data.
Sales Manager
Sales Manager
Sales Managers lead and manage sales teams. They set targets, develop strategies, and track performance to achieve sales goals. "Create a Project Management Tracker using Microsoft Excel" may be useful for Sales Managers as it provides a foundation in Excel, a tool commonly used for project management and data analysis. Understanding how to use Excel can help Sales Managers track sales performance, manage sales pipelines, and forecast sales revenue.
Marketing Specialist
Marketing Specialist
Marketing Specialists develop and execute marketing campaigns to promote products or services. They conduct market research, create content, and manage social media. "Create a Project Management Tracker using Microsoft Excel" may be useful for Marketing Specialists as it provides a foundation in Excel, a tool commonly used for project management and data analysis. Understanding how to use Excel can help Marketing Specialists track campaign performance, analyze results, and make informed decisions.
Office Administrator
Office Administrator
Office Administrators provide administrative support to organizations. They handle a variety of tasks, such as managing schedules, answering phones, and processing paperwork. "Create a Project Management Tracker using Microsoft Excel" may be useful for Office Administrators as it provides a foundation in Excel, a tool commonly used for project management and data management. Understanding how to use Excel can help Office Administrators plan and track projects, manage tasks, and organize information.
For more career information including salaries, visit:
OpenCourser.com/course/oh9776/create
Reading list
We've selected 13 books
that we think will supplement your
learning. Use these to
develop background knowledge, enrich your coursework, and gain a
deeper understanding of the topics covered in
Create a Project Management Tracker using Microsoft Excel.
Is the definitive guide to project management standards and practices. It must-have resource for anyone who wants to learn about or improve their project management skills.
Save
Provides a framework for applying Lean principles to the entire enterprise. It valuable resource for anyone who wants to learn more about how to create a more efficient and productive organization.
Save
Provides a framework for understanding the theory of constraints. It valuable resource for anyone who wants to learn more about how to improve the performance of their organization.
Provides a framework for understanding the challenges of building a successful startup. It valuable resource for anyone who wants to learn more about how to overcome the challenges of entrepreneurship.
Save
Provides a clear and concise framework for developing and evaluating business strategies. It valuable resource for anyone who wants to learn more about strategic planning.
Provides a framework for building a successful business. It valuable resource for anyone who wants to learn more about the challenges of entrepreneurship and how to overcome them.
Provides a framework for understanding the Toyota Production System. It valuable resource for anyone who wants to learn more about how to improve the quality and efficiency of their operations.
Provides a set of timeless principles for marketing success. It valuable resource for anyone who wants to learn more about how to develop and execute effective marketing campaigns.
Provides a step-by-step guide to building a successful startup. It valuable resource for entrepreneurs and anyone who wants to learn more about the Lean Startup approach.
Provides a framework for understanding why large companies often fail to innovate. It valuable resource for anyone who wants to learn more about the challenges of innovation.
Save
Provides a framework for understanding what motivates people. It valuable resource for anyone who wants to learn more about how to motivate themselves and others.
Provides a framework for understanding the challenges of marketing and selling new products. It valuable resource for anyone who wants to learn more about the technology adoption lifecycle.
Save
Provides a framework for understanding how habits work. It valuable resource for anyone who wants to learn more about how to change their habits and improve their lives.
For more information about how these books relate to this course, visit:
OpenCourser.com/course/oh9776/create
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Effort
2 hours
Level
Introductory
Via
Coursera
Institution
Coursera Project Network
Instructor
Paula Del Rey
Language
English
Transcript
tiếng Việt
Good to know
Develops important project management skills, such as organizing and formatting tables, adding dropdown menus, and using conditional formatting
Teaches how to create a project management tracking sheet that can be shared with team members
Uses a free and easy-to-use tool, Microsoft Excel from Microsoft Office 365
Taught by Paula Del Rey, who has experience in project management
Suitable for small business owners who need to manage projects with limited resources
Covers the basics of project management, making it suitable for beginners
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