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Managing through Company Changes: Helping Employees with Office Transitions

When you manage an organization – any organization – through a period of change, there are four main stages to navigate. Preparation The End The Transition The New Beginning The firm I worked for divided the change as many organizations do: They rightfully spent time on preparation, but forgot to…
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Building an Effective Team – Choosing the best candidates to get the job done.

As a company leader, your time is as valuable as it is limited. You depend on your teams to take care of day to day business and make effective decisions in line with your organization’s purpose and best interest. The key is an autonomous, powerful team that works effectively without…
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Basic Formula Series: The Excel® Sum Formula

Excel® formulas have their own logic and syntax, much like math problems. Once you understand the syntax, you can save a great deal of time by building basic and complex formulas to do the majority of your work for you. Where in math problems you combine numbers with variables, in…
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Using the Excel PMT Function to Determine Loan Interest

We start out with a basic premise that we borrow $10,000.00 (D1). Our interest is 3.0% (D2) and the monthly payments are forty-eight months (D3). The PMT formula calculates what to pay back on a monthly payment loan. There are three arguments in this function; RATE,NPER,PV. Two other arguments shown…
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Use VLOOKUP to Find Values from an Excel® Table

VLOOKUP. You’ve heard about it – but what does it do? Vlookup searches a list for a value in the left most column and retrieves the corresponding value from other columns in that row. As an Excel user, what does that mean for you? Let’s say your organization receives donor…
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You Owe It to Yourself to Take that “Leap of Faith”

Remember when your career depended on a leader to recognize your potential? They spent time with you to encourage your skills and talent. You are now in a better place because of the potential they saw in you. It’s time to pay it forward!  Your career growth resulted from managers…
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Why Aren’t You Delegating?

Effective delegation is one of your most effective efficiency tools—don’t let hesitation stand in your way of using it! “Don't tell people how to do things, tell them what to do and let them surprise you with their results.”—General George Patton One of the most important skills a smart leader…
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Eliminate Your Frustration with Excel Time Formulas!

Working with time in Excel can be a problem.  Have you ever calculated how long a person was at work, and then wanted to multiply that time by an hourly wage?  It isn’t difficult to fail miserably! But, if you know the trick, Excel time formulas are easy. First, start…
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Tips for Taking on VBA & Excel Macros, Part 2

Last week, the feature was for the advanced Excel users who are not programmers and new to VBA.  This post continues that theme.  The Immediate Window Is Your Friend The Immediate Window is where you can test code against current data and see the results. Use this to make sure…
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Tips for Taking on VBA & Excel Macros

For the advanced Excel users who are not programmers and new to VBA It’s inevitable. If you are an Excel power user, you will reach a point where formulas and the built-in Macro Recorder just aren't enough. When that happens, VBA (Visual Basic for Applications) macros may be just the…
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