Creating a training schedule for large pool of people and several training modules?

AmandaMP

New Member
Joined
Aug 2, 2022
Messages
2
Office Version
  1. 365
Platform
  1. Windows
Hi

I don't know where to start but know Excel should make my life easier. I need to create some form of tracker for organising training within my company but its not a straightforward process and hoping someone might be able to help me build some form of spreadsheet / pivot table to work out how to do it.

I have a group of 100 people and have five training modules they need to be booked on (in sequential order) however not everyone will need to do all the training and might only need to complete certain modules due to the level of experience in the company. To make it easier I'll name the modules - Basic / Intermediate / Higher / Advanced / Final so some people might start at Basic and work there way through and some people might start at Higher and then complete Advanced / Final.

In an ideal world I might have 20 people who start at Basic, 20 people at Intermediate, 20 people at Higher etc. Each group completes the one training and then I book them onto the next training module, six weeks apart. This would make it really straightforward HOWEVER out of 20 people in a group I might have some people who miss the session so need to be booked onto the same training session when it is scheduled again in the future OR there might be people who are not ready to move onto the next training module and need a bit more time before they are ready for the next set of training. Therefore I don't end up with a static set of 20 people and groups get mixed up as they may consist of people who have rolled over to the next session, people who are now ready for the training or new people have joined the company since the training. It just makes it all messy trying to keep track of who has done what training and when they need to be booked onto the next session and which group of people should be booked onto a training schedule together.

I hope that makes sense and wondered what would be the best way of tackling the above using Excel?

Thanks so much in advance
Amanda
 

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Hi

I don't know where to start but know Excel should make my life easier. I need to create some form of tracker for organising training within my company but its not a straightforward process and hoping someone might be able to help me build some form of spreadsheet / pivot table to work out how to do it.

I have a group of 100 people and have five training modules they need to be booked on (in sequential order) however not everyone will need to do all the training and might only need to complete certain modules due to the level of experience in the company. To make it easier I'll name the modules - Basic / Intermediate / Higher / Advanced / Final so some people might start at Basic and work there way through and some people might start at Higher and then complete Advanced / Final.

In an ideal world I might have 20 people who start at Basic, 20 people at Intermediate, 20 people at Higher etc. Each group completes the one training and then I book them onto the next training module, six weeks apart. This would make it really straightforward HOWEVER out of 20 people in a group I might have some people who miss the session so need to be booked onto the same training session when it is scheduled again in the future OR there might be people who are not ready to move onto the next training module and need a bit more time before they are ready for the next set of training. Therefore I don't end up with a static set of 20 people and groups get mixed up as they may consist of people who have rolled over to the next session, people who are now ready for the training or new people have joined the company since the training. It just makes it all messy trying to keep track of who has done what training and when they need to be booked onto the next session and which group of people should be booked onto a training schedule together.

I hope that makes sense and wondered what would be the best way of tackling the above using Excel?

Thanks so much in advance
Amanda
Have you tried adding helper columns in between each Level column where you can put the Current status and then sort columns accordingly.
 
Upvote 0
Have you tried adding helper columns in between each Level column where you can put the Current status and then sort columns accordingly.
Hi

Great minds think alike! I decided to add in a "Current Training Stage" and "Next Training Stage" so I can then create a pivot table of who needs to do what next. I think I was just over-complicating it in my mind.
 
Upvote 0

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