Collaborative Excel coaching
Let's build together the Excel solution perfectly adapted to your needs
Do you have an Excel project but don't know where to start?
Collaborative coaching allows you to build the exact solution you need step by step with an Excel expert. No theoretical training, but hands-on learning directly on your actual project.
How does collaborative coaching work?
Unlike traditional training, collaborative coaching involves working together on your specific project. You learn by doing, guided by an expert who explains each step and shares their methods with you.
1
Analysis of your needs
We analyze your needs together and precisely define the objectives to be achieved.
2
Collaborative design
We build your Excel solution together, step by step, explaining the reasons for each choice.
3
Sharing of methods
You leave with your working solution AND the skills to adapt or reproduce it.
Concrete examples of coaching
Sales dashboard
Support to create an automated dashboard with dynamic graphs, performance calculations and visual alerts for sales monitoring.
Budget and forecast monitoring tool
Creation of a budget monitoring table with actual/forecast comparison, automatic variance calculations and overrun alerts.
Automated price and quote calculator
Construction of a price calculation tool with price lists, automatic discounts, margins and estimate generation.
Stock and inventory management tool
Design of an inventory monitoring system with alert thresholds, rotation calculations and inventory valuation.
Production tracking table
Development of a management tool with performance indicators, yield calculations and capacity planning.
Cost calculator
Support to build a precise calculation tool including direct, indirect costs and margins per product/service.
Leave and absence management system
Creation of a planner with automatic calculations of allocations, leave balances and visualization of absence periods.
Benefits of collaborative Excel coaching
💡
Immediate learning
You learn directly on your real project, not on theoretical examples.
✂️
Custom solution
The Excel file created together matches exactly your specific needs.
📈
Skills development
You develop your Excel skills in a practical and sustainable way.
🚀
Progressive autonomy
You gain autonomy to carry out your future Excel projects.
⏰
Time saving
More effective than generic training followed by solo performance.
📖
Shared methodology
You leave with best practices and project methodology.
Who is this coaching intended for?
Collaborative Excel coaching is designed for:
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Professionals who have a concrete Excel project but lack technical skills
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Entrepreneurs who want to create their own management tools
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Managers who wish to optimize their reporting processes
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Teams who want to develop internal solutions
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Anyone who prefers to learn by doing rather than by following theoretical training
Frequently Asked Questions
What is the difference with traditional Excel training?
Excel training teaches features with a theoretical approach. Collaborative coaching involves working together on your real-world project: you learn by directly building the solution you need.
How long does a coaching session last?
The duration varies depending on the complexity of your project, typically lasting a few hours over several sessions. We adapt the pace to your availability and the complexity of your needs.
Do I need to have prior Excel skills?
Yes, basic Excel skills are required. This course is designed for users who are already familiar with essential functions (simple formulas, tables, etc.) and who want to create more advanced solutions.
How do the working sessions take place?
Sessions can take place in person, depending on your location, or via videoconference with screen sharing. We work directly on your computer or on a shared version of the Excel file.
What happens after the coaching session?
You'll leave with your Excel solution functional, documented, and tailored to your needs. You'll also have acquired the skills to maintain and adapt it if necessary.
Can I have follow-up after the project is finalized?
Yes, a follow-up period is generally included to answer your questions and support you in getting started with your new solution.
What types of Excel projects can be supported?
Dashboards, management tools, calculation systems, planners, databases, reporting tools... Any Excel project can be the subject of collaborative coaching.
How to start a coaching session?
We begin with a discussion to understand your needs and define the best approach together. This preliminary discussion allows us to define the project framework and estimate the required timeframe.
More services :
Custom Excel solutions
Data audit & optimization