The Excel workbook helps you organize your data before entering it into the online portal. This guide explains how to use it effectively.
Purpose of the Workbook
The Excel workbook serves two key purposes:
Helps organize your data before online entry
Facilitates collaboration with your team members
Downloading and Setting Up
Save it to a shared location accessible to your data team
Consider creating separate copies for different departments
Working with Your Team
The workbook is designed to help you divide the work among your team.
Suggested Division of Responsibility
Role | Workbook Tabs |
CFO / Finance | Pages 1a, 1b, 5a, 5b, 6 |
Event Ops, Box Office | Pages 2a, 2b, 4a, 4b |
HR | Page 3 |
Education | Page 1a (last 4 questions) |
Tips for Team Coordination
Have each department complete their assigned sections
Set internal deadlines before your submission due date
Plan time for review and discussion of the completed workbook
Meet as a team to discuss any unusual changes or trends
Best Practices
Data Collection
Distribute the workload where possible--systems have quirks, and the folks who work with them closest will be more efficient setting up the reports you'll need
Apart from some of the basic facts, all the data is new every fiscal year
Keep notes about any unusual circumstances or significant changes
Review Process
Have each department head verify their sections
Cross-check entries against source documents
Review as a team before transferring to the online portal
Note any significant changes that will need explanation
Common Pitfalls to Avoid
Copying last year's data: Always start with fresh data
Rushing the process: Give yourself time to gather and verify all information
Working in isolation: Involve all relevant team members
Skipping review: Always verify data before online entry
Next Steps
Once your Excel workbook is complete:
Schedule a review with your executive team
Address any questions or concerns
Begin entering data into the online portal
Keep the workbook for your records
Need help with the workbook? Contact our support team