Use Excel to Evaluate Anything!

This course will teach anyone how to use Excel to evaluate anything that can be scored and make any evaluation completely paperless. It directly applies to:

• Contract Monitoring
• Field Inspections
• Risk Assessment
• Program Evaluation
• Performance Measurement
• Human Resource Appraisals
• Compliance Auditing
• RFP Response Evaluation
• Procurement Management
• Vendor Assessment

Or anything else involving scoring against norms, standards, or criteria.

No special prior skill in Excel is required. Everything is spelled out in detailed, step-by-step instructions. All the user needs are criteria and a scoring system (with or without weights), and a desire to get away from the mountains of paper evaluations always create.

Please note, though, that while this course tells you how to design and execute paperless and statistically valid evaluations, it does not focus on any specific process. Our aim is to give you tools that apply to any evaluation, not just, for example, RFP’s, though we do provide a lot of information on the RFP process as an added bonus.

Instructor: Bruce Truitt

Objectives:

This course will teach you how to

• Write clear, consistent, and concise evaluation criteria
• Design valid, robust scoring systems
• Develop and use weights
• Control evaluation design and administration risk
• Avoid the pitfalls of using ranks
• Understand the importance of variation in scores
• Configure Excel for evaluation by one person, one team, or multiple teams
• Load evaluation criteria from any source into Excel
• Move criteria, scores, weights, and comments from one Excel file to another
• Automatically update criteria, scores, weights, and comments
• Quickly sort and examine evaluation results by criteria, score, evaluator, or evaluee
• Use and interpret objective, industry-standard statistical tests to identify poor, fair, good, and excellent performance
• Permanently and electronically link evaluation scores and their related comments
• Lock down evaluation results so they can never be changed
• Explore collusion among evaluators
• Assess evaluator consistency and reliability
• Use evaluation results to debrief winners and losers and develop performance plans
• Eliminate paper
• Cut evaluation data processing time by up to 75%

Who should attend: Auditors, Investigators, Evaluators, Reviewers, and Analysts

Program level: Beginning

Prerequisites: A working knowledge of Excel or similar spreadsheet software

Delivery method: Group live

Recommended CPE credit: 8 hours

Click here for more information about Bruce Truitt.