Excel for Project Management
Manage a project from creating the Project Charter during the Initiation phase through task management and stakeholder communication all the way to Closeoutall within Excel. Many tools can be used for Project Management, but Excel has the power to cover your Project Management needs. Instead of learning new software, leverage the power of Excel to create the deliverables of a Project Management Plan, including the Project Charter, Requirements, Issues Log, Work Breakdown Structure (WBS), Risk Register, and Stakeholder Communication. When all the information about your project is compiled in one workbook, you can answer any question about your project. In this course, Microsoft Certified Trainer and PMP Christina Tankersley walks you through creating each deliverable and customizing it to the needs of your project. Using multiple Excel worksheets, you will always know where to track a new piece of information. A new requirement identified? Add it to your Requirements sheet. A new stakeholder? Add them to your Stakeholder Communication sheet. Without any additional project management tools, you can track all the information you need, and use Excel features such as linked fields and conditional formatting to create a professional and effective Project Management Plan.
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Frequently Asked Questions
What operational challenges does this course address?
This course addresses navigating and using Microsoft 365 applications efficiently for everyday office tasks related to Excel for Project Management. Manage a project from creating the Project Charter during the Initiation phase through task management and stakeholder communication all the way to Closeoutall within Excel. Many tools can be used for Project Management, but Excel has the power to cover your Project Management needs.
What real-world situations or incidents is this training designed to prepare personnel for?
The training is designed to prepare personnel for everyday work situations — building spreadsheets, managing files, and coordinating tasks and calendars — where Microsoft 365 proficiency affects accuracy and turnaround time associated with Excel for Project Management. Manage a project from creating the Project Charter during the Initiation phase through task management and stakeholder communication all the way to Closeoutall within Excel. Many tools can be used for Project Management, but Excel has the power to cover your Project Management needs.
What safety or compliance concerns does this course help organizations address?
This course helps organizations address consistent, accurate use of approved digital tools and data-handling practices across the organization tied to Excel for Project Management. It supports stronger awareness, more consistent practices, and better day-to-day decision-making in day-to-day office and administrative work.
Which personnel or departments would benefit most from this training?
This training is most relevant for office staff and administrative professionals who rely on Microsoft 365 apps (including Excel) in daily work, along with organizations seeking to strengthen knowledge, consistency, and role-specific readiness connected to Excel for Project Management.
How can this course support department readiness, consistency, or professional development?
This course can support department readiness and professional development by building stronger digital literacy and more consistent, efficient use of Microsoft 365 across teams related to Excel for Project Management.
How does this course fit into a broader training program?
This course fits well within a broader training program focused on Microsoft 365 proficiency and office productivity training. It can be used to support onboarding, refresher training, continuing education, and more consistent performance across office and administrative teams.
