How to Create an Excel Action Plan for Your Project [EASY + EFFECTIVE]

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  • เผยแพร่เมื่อ 20 พ.ย. 2024

ความคิดเห็น • 104

  • @AdrianaGirdler
    @AdrianaGirdler  2 ปีที่แล้ว +8

    Thanks for watching. 🌟 Don't forget to sign up for my Free Online Training and learn THE FAB FIVE FUNDAMENTALS OF PROJECT MANAGEMENT. Click here to register: www.slayprojectmanagement.com/webinar

  • @nadinesims1450
    @nadinesims1450 2 ปีที่แล้ว +4

    Oh. My. Goodness. I'm fairly advanced in Excel, but this video still taught me some new things AND is helping me to organize a project in a way that is far more efficient than methods I have used in the past. I really like how it uses Excel, because everyone DOES have access to it, and so I don't need to set up a subscription service for my team and purchase different software. Thanks so much for the videos!

    • @AdrianaGirdler
      @AdrianaGirdler  2 ปีที่แล้ว

      Hi Nadine! I am so pleased that this video taught you some new things and that it’s helping you organize your current project. Just awesome! Thanks for watching. Cheers!

  • @karinakeith7799
    @karinakeith7799 2 ปีที่แล้ว +3

    What a great step-by-step walkthrough of how to do this.

  • @LifeontwowheelsRocks
    @LifeontwowheelsRocks 5 หลายเดือนก่อน

    Love your channel. I am a semi-retired lawyer, have always been a serious Excel user. I give a course in records management accredited by the Bar (Ontario + Quebec), I wrote the text book. When I was in-house counsel to a very large public company, I used Excel for a number of key processes, including insider reporting and tracking Board of Directors and standing committee action items. I have now adapted that latter Excel process, with help from your excellent videos, to track the establishment of a new project at my alma mater, as well as to manage a $6M fund raising campaign. Turns out that all I needed to do was add more detailed project segment tracking to my action item sheet. All possible thanks to your channel.

    • @AdrianaGirdler
      @AdrianaGirdler  5 หลายเดือนก่อน

      @LifeontwowheelsRocks, I am thrilled that my channel has given you new insight on how to manage your projects. I love excel, it's my go to and is so flexible and buildable. Wishing you all the best and thank you for taking the time to comment. Cheers!

  • @Avata-Studio
    @Avata-Studio ปีที่แล้ว

    love it.. u didnt seem like a robot.. u allowed the fun human factor take front seat.. (first timer)

    • @AdrianaGirdler
      @AdrianaGirdler  ปีที่แล้ว

      Thank you @Symmetry-Studios. I feel like when you are passionate about something it's easy to be yourself. Thanks for watching and taking the time to comment. Cheers!

  • @MarielysPagan
    @MarielysPagan 2 ปีที่แล้ว +6

    Hi Adriana! Thank you for sharing these videos. They helped me a land a job from teaching to project manager. I’m really happy and excited to start the journey! ♥️

    • @AdrianaGirdler
      @AdrianaGirdler  2 ปีที่แล้ว

      You are so very welcome and a huge congratulations on your new journey as a PM! I also have a 45 min webinar that I think will benefit you. In this free training I walk you through the five key items needed on all projects, it's what I call the FAB FIVE FUNDAMENTALS OF PROJECT MANAGEMENT. The FAB FIVE are the 5 key items that you must do on every project - if you only do 5 things, these are them! It’s a great way to simplify projects, while still doing the essentials needed to ensure project success. Save your seat here: www.slayprojectmanagement.com/webinar
      Wishing you great success, cheers!

    • @oliviaimel2580
      @oliviaimel2580 ปีที่แล้ว

      ^working for this same thing! Teacher to PM. Thank you, thank you!

  • @stephaniemcmanus915
    @stephaniemcmanus915 2 ปีที่แล้ว +1

    Adriana these videos are great - i am transferring from nursing to project management and these videos are great at supporting me in my transition

    • @AdrianaGirdler
      @AdrianaGirdler  2 ปีที่แล้ว +2

      Hi Stephanie, I am happy to hear these videos are helping you with your career transition! I do have a 45 min webinar that I think will benefit you as well. In this free training I walk you through the five key items needed on all projects, it's what I call the FAB FIVE FUNDAMENTALS OF PROJECT MANAGEMENT. The FAB FIVE are the 5 key items that you must do on every project - if you only do 5 things, these are them! It’s a great way to simplify projects, while still doing the essentials needed to ensure project success. Save your seat here: www.slayprojectmanagement.com/webinar
      Wishing you all the best and great success! Cheers.

    • @stephaniemcmanus915
      @stephaniemcmanus915 2 ปีที่แล้ว

      @@AdrianaGirdler Thanks - i am defo jumping in the deep end. Yet to find a job

  • @EDG1965
    @EDG1965 หลายเดือนก่อน

    I love a good visual AND Excel. This is awesome, Adriana. TY!

    • @AdrianaGirdler
      @AdrianaGirdler  หลายเดือนก่อน

      You're so welcome! Thanks for watching, cheers!

  • @nitinjaiswal7224
    @nitinjaiswal7224 2 ปีที่แล้ว +2

    Superb 👏 I loved this. Thank you so much Adriana. You know what I always use the blue in the header :) like you and also I follow the Color coding Red Yellow Green :)

    • @AdrianaGirdler
      @AdrianaGirdler  2 ปีที่แล้ว +1

      Fantastic Nitin 🙌🙌 and you are most welcome! Thanks for watching, cheers!

  • @giftedgoddess07
    @giftedgoddess07 หลายเดือนก่อน

    Simple and precise! Good energy and very inspiring!!

    • @AdrianaGirdler
      @AdrianaGirdler  หลายเดือนก่อน

      Thank you so much and thanks for watching, cheers!

  • @kidronreddy1671
    @kidronreddy1671 ปีที่แล้ว

    Heaven sent .Thank You so much Adriana .Sincerely Appreciate this.

    • @AdrianaGirdler
      @AdrianaGirdler  ปีที่แล้ว

      You are so welcome! Thanks you for watching, cheers!

  • @HCoons1975
    @HCoons1975 5 หลายเดือนก่อน

    I have never had a class in Excel. This is fascinating. I need to learn more about Excel. As someone with ADHD, I sometimes have problems with time management and knowing when to prioritize. If I can replicate something like this for my needs, it could be very helpful. Not just in my current work/life balance, but in also looking for a new job.
    Classwork and coursework can drop all the terms you need for learning, but they don't teach you application or importance. Foundational knowledge is not there for me. I need to get a book on Excel and go through it to teach myself how to use it. Coursework discussed six sigma, but I still have no idea what it is or where to apply it. I don't have a high enough income to pursue certification to learn more.

    • @AdrianaGirdler
      @AdrianaGirdler  5 หลายเดือนก่อน +1

      Thank you for sharing. I have a video that may be helpful th-cam.com/video/H1aYLqqQa1E/w-d-xo.html
      Wishing you all the best and thanks for watching, cheers!

  • @dingogaming8485
    @dingogaming8485 ปีที่แล้ว

    Thanks alot for all you do to empower pple with your knowledge, this is so helpful

    • @AdrianaGirdler
      @AdrianaGirdler  ปีที่แล้ว

      You are so very welcome! Thanks for watching, cheers!

  • @pitadriti9767
    @pitadriti9767 ปีที่แล้ว

    Amazing clarity and brevity. Thanks Adriana.

    • @AdrianaGirdler
      @AdrianaGirdler  ปีที่แล้ว

      You're so welcome! Thanks for watching, cheers!

  • @JorgeZiyad
    @JorgeZiyad 5 หลายเดือนก่อน

    I am finding this video extremely helpful. Thank you so much I love the enthusiasm.

    • @AdrianaGirdler
      @AdrianaGirdler  5 หลายเดือนก่อน

      I'm so glad! Thank you for watching, cheers!

  • @gkpr
    @gkpr ปีที่แล้ว

    Thank you, Thank you, Thank you!! This is SO helpful! On to the GNATT chart tutorial!

    • @AdrianaGirdler
      @AdrianaGirdler  ปีที่แล้ว

      You are so welcome! Hope you find the GANTT chart tutorial helpful too! Thanks for watching, cheers.

  • @ElijahKilis
    @ElijahKilis ปีที่แล้ว

    THANK YOU LOVE YOUR VIDEOS, IT REALLY HELPS ME ALOT

    • @AdrianaGirdler
      @AdrianaGirdler  11 หลายเดือนก่อน

      You are so welcome! Thanks for watching, cheers!

  • @callicat7405
    @callicat7405 2 ปีที่แล้ว +1

    Great video. The explanation is so straight forward and makes it look so easy to do. Love the conditional formatting.

    • @AdrianaGirdler
      @AdrianaGirdler  2 ปีที่แล้ว

      Thank you and thanks for watching, cheers!

  • @mspayitforward5295
    @mspayitforward5295 2 ปีที่แล้ว

    I love these videos, Adriana!! Filing excel conditional formatting under ‘Slayed’. Thanks for the new tricks.

    • @AdrianaGirdler
      @AdrianaGirdler  2 ปีที่แล้ว

      You’re most welcome! Thanks for watching, cheers!

  • @thecoolnat
    @thecoolnat ปีที่แล้ว

    Thumb up Adriana. Your sharing plus the tutorial really help me a lot.

    • @AdrianaGirdler
      @AdrianaGirdler  ปีที่แล้ว

      Hi Natalie! I am so please to here that this tutorial helped you. Thanks for watching and wishing you all the best. Cheers!

  • @chanditome
    @chanditome ปีที่แล้ว

    Hi Adriana - I am thankful to you for working on this amazing video. You have re-ignited my interest in Excel and project management. Regards, Chandi

    • @AdrianaGirdler
      @AdrianaGirdler  ปีที่แล้ว

      @chanditome6826 I am thrilled that this video has re-ignited your interest! Thanks so much for watching and wish you all the best, cheers!

  • @sujatakumar61
    @sujatakumar61 10 หลายเดือนก่อน

    Excellent instructions!!!

    • @AdrianaGirdler
      @AdrianaGirdler  10 หลายเดือนก่อน

      Glad you think so! Thanks for watching, cheers!

  • @LuqmanMoosa-h5e
    @LuqmanMoosa-h5e ปีที่แล้ว

    Hi Adriana, Hope your well. Thanks for the clip. For large projects with multiple 3rd parties is it worth having multiple plans or a master plan?

    • @AdrianaGirdler
      @AdrianaGirdler  ปีที่แล้ว +1

      Master plan. Otherwise the amount of work you will be doing reviewing separate plans will be painful. Also, a master plan allows others to see what’s really involved in getting the project done and not just their activities.

  • @9-HYPERTREND
    @9-HYPERTREND 2 ปีที่แล้ว +7

    Madam pls zoom u r screen when you share your learnings . Thankyou

  • @ilovebio05
    @ilovebio05 ปีที่แล้ว

    Love this Adriana!❤

  • @thealperyigit
    @thealperyigit 4 หลายเดือนก่อน

    Great explanation. Love it ❤

  • @EkeminiJacobs
    @EkeminiJacobs ปีที่แล้ว

    Just discovered a great channel. 👏🏾👏🏾👏🏾👏🏾

    • @AdrianaGirdler
      @AdrianaGirdler  ปีที่แล้ว

      Fantastic! Welcome and thanks for watching, cheers!

  • @swanky82
    @swanky82 ปีที่แล้ว

    lovely. Keep things simple 🎉🎉😊

  • @evelyngrammar
    @evelyngrammar 2 ปีที่แล้ว

    This is great! I find Excel so much easier for the team than Microsoft Project.

  • @electricalindustry
    @electricalindustry 2 ปีที่แล้ว

    Very well explained and helpful.Thank you!

    • @AdrianaGirdler
      @AdrianaGirdler  2 ปีที่แล้ว

      You’re very welcome! Thanks for watching, cheers!

  • @botchyman
    @botchyman 2 ปีที่แล้ว

    Great video thank you, Question my wife really likes you book case in the back where can I get one or is it custom?

    • @AdrianaGirdler
      @AdrianaGirdler  2 ปีที่แล้ว

      Thanks for watching! I got the shelving unit at structube but not sure if it's still available. Cheers!

  • @Vibewid_M
    @Vibewid_M 7 หลายเดือนก่อน +1

    8:28 ❤Ty !

    • @AdrianaGirdler
      @AdrianaGirdler  7 หลายเดือนก่อน +1

      You're welcome! Thanks for watching, cheers!

  • @candiceknowles9155
    @candiceknowles9155 ปีที่แล้ว

    This is Awesome… I had to subscribe ❤️💪🏽

    • @AdrianaGirdler
      @AdrianaGirdler  ปีที่แล้ว

      Thank you for watching and subscribing! Cheers!

  • @laurendempsey7032
    @laurendempsey7032 2 ปีที่แล้ว

    Conditional formatting has always confused me. But this is a great tutorial on making a simple excel action plan!

    • @AdrianaGirdler
      @AdrianaGirdler  2 ปีที่แล้ว

      Happy to hear this tutorial has helped! Thanks for watching, cheers!

  • @kyleloks80
    @kyleloks80 11 หลายเดือนก่อน

    Very well done for a beginner like me to learn. Can you please do more and train us how to make more easy formulation for cleaning or projects? Thank you.

    • @AdrianaGirdler
      @AdrianaGirdler  11 หลายเดือนก่อน

      Hi @kyleloks80 I do have a course that I think would be of benefit to you. It's called SLAY Project Management. In this course I walk you through the entire project process from start to finish to make sure you know exactly how to manage your project. It also includes all the templates you will need to keep you on track with your projects! You will also have access to the SLAY Project Management Facebook group where you can ask questions and share your wins with other Slayers! Here is the link to check it out adrianagirdler.thinkific.com/courses/slaypm
      Thanks for watching, cheers!

  • @sheilaramirez-ur4ce
    @sheilaramirez-ur4ce ปีที่แล้ว

    I am loving all your videos - Sheila Ramirez

    • @AdrianaGirdler
      @AdrianaGirdler  ปีที่แล้ว

      Thank you so much, Sheila! I am so glad to hear you are loving my videos. I do have a 45 min webinar that I think will benefit you as well. In this free training I walk you through the five key items needed on all projects, it's what I call the FAB FIVE FUNDAMENTALS OF PROJECT MANAGEMENT. The FAB FIVE are the 5 key items that you must do on every project - if you only do 5 things, these are them! It’s a great way to simplify projects, while still doing the essentials needed to ensure project success. Save your seat here: www.slayprojectmanagement.com/webinar
      Wishing you all the best, cheers!

  • @AdamBoettiger
    @AdamBoettiger 2 ปีที่แล้ว +1

    Wonderful explanation! Everyone has access to Excel. I'm curious - you didn't discuss whether this was the master copy that somehow all ten teams updated; or whether each team is siloed working on their own tab in their own file? I was not aware that Excel could sync a file across multiple computers. Is that now a feature?

    • @AdrianaGirdler
      @AdrianaGirdler  2 ปีที่แล้ว +1

      Hey Adam - great question! Definitely only use one master copy, but save it to a shared drive - it's the task owners responsibility to update their tasks, so everyone needs access. Sometimes I organize the tabs by person, sometimes I organize the tabs by department - it depends on the project. Cheers!

  • @haftomkahsay7076
    @haftomkahsay7076 ปีที่แล้ว

    Very helpful

  • @juanmmaldonado
    @juanmmaldonado 2 ปีที่แล้ว

    Thanks for this tutorial, very helpful. Not quite clear on the "end Date" column on the table. Is that the due date for the task or does the individual write in the date once it is completed?

  • @Kate120796
    @Kate120796 2 ปีที่แล้ว

    very useful, thank you :)

    • @AdrianaGirdler
      @AdrianaGirdler  2 ปีที่แล้ว

      You’re welcome! I hope this makes creating an action plan easier for you. Thanks for watching, cheers!

  • @donaldfreeland2429
    @donaldfreeland2429 ปีที่แล้ว +1

    How would you mark the task as completed? With the conditional formatting described the cell is the marked as past due.

    • @AdrianaGirdler
      @AdrianaGirdler  ปีที่แล้ว +1

      Hi Donald. In the conditional formatting you can add a rule "text that contains"
      In that rule I use completed and choose grey for the cell colour.
      Hope this helps and thanks for watching, cheers!

  • @philippaclarke2844
    @philippaclarke2844 2 ปีที่แล้ว

    Followed step by step now im all set. Another thing i struggle with is finding the perfect tool for capturing meeting notes and actions so everyone has access and they don't get lost. Any suggestions or what works well for you?

    • @AdrianaGirdler
      @AdrianaGirdler  2 ปีที่แล้ว +1

      Wonderful to hear Philippa! I use a Sharepoint site with my team where all critical documents can be found and updated along with all meeting notes. Check out my video on creating a Sharepoint for projects th-cam.com/video/t28rU_3bIyA/w-d-xo.html
      Thanks for watching, cheers!

  • @francescajohnson6868
    @francescajohnson6868 7 หลายเดือนก่อน

    Great Job

    • @AdrianaGirdler
      @AdrianaGirdler  7 หลายเดือนก่อน

      Thank you and thanks for watching, cheers!

  • @cleverdisplayname
    @cleverdisplayname ปีที่แล้ว

    Awesome

  • @devinilae3424
    @devinilae3424 2 ปีที่แล้ว

    Do you have any videos of project plans made in excel that can be transferred in to a Timeline Pro format?

    • @AdrianaGirdler
      @AdrianaGirdler  2 ปีที่แล้ว +1

      Hi Devin, I don't have a video on that but will look into adding as one of our TH-cam topic suggestions.
      Thanks for watching, cheers!

  • @9-HYPERTREND
    @9-HYPERTREND 2 ปีที่แล้ว

    Love it mam

    • @AdrianaGirdler
      @AdrianaGirdler  2 ปีที่แล้ว +1

      Thank you for watching, cheers!

  • @MargaretWhite-h7n
    @MargaretWhite-h7n ปีที่แล้ว +1

    You didn't show how to create the percentage. Good video

  • @itworld6420
    @itworld6420 2 ปีที่แล้ว

    How to calculate activity duration without including the weekends?

  • @muskanmarwha320
    @muskanmarwha320 ปีที่แล้ว

    I have question!!!
    I tried the conditional formatting but as soon the planned due date task is completed, it still shows in red because the conditional formatting not taking progress % into account.
    So past due actually didn't worked for me

    • @muskanmarwha320
      @muskanmarwha320 ปีที่แล้ว

      Is there any way out?

    • @AdrianaGirdler
      @AdrianaGirdler  ปีที่แล้ว +1

      The conditional format is only linked to the dates and not the progress %. As I say at the 5:00 minute mark I allow for individual to fill that out themselves. This I important because if they only have 50% done and it’s due at the end of the week they I will be speaking to them to find out what is their plan to complete the task by the due date. It acts as a quality check.

    • @muskanmarwha320
      @muskanmarwha320 ปีที่แล้ว +1

      Thanks Adriana, it helped.

    • @AdrianaGirdler
      @AdrianaGirdler  ปีที่แล้ว

      You’re welcome

  • @vancejochim8537
    @vancejochim8537 4 หลายเดือนก่อน

    This is a good topic, but it would help if you showed the end product FIRST, and then wade through all the details. Why would viewers watch this without knowing the benefit first.?

    • @AdrianaGirdler
      @AdrianaGirdler  4 หลายเดือนก่อน

      Thanks for your feedback. Cheers.

  • @alemayehuhaile5600
    @alemayehuhaile5600 ปีที่แล้ว

    Better you to use subtitles

    • @AdrianaGirdler
      @AdrianaGirdler  ปีที่แล้ว

      @alemayehuhaile5600 you can turn on the closed caption in YT and that will give you subtitles across the bottom of the video. Hope that helps and thanks for watching, cheers!

  • @tutsecret499
    @tutsecret499 ปีที่แล้ว

    I don't understand how the project can be past due in September 1, 2022 and the due soon is September 30, 2022. Isn't the other way around. Past due October 1st, 2022; due soon September 30, 2022. The confusion is because the past due cell has the date September 1, 2022, forgetting that this cell has =Today().

    • @AdrianaGirdler
      @AdrianaGirdler  ปีที่แล้ว

      It referencing a task….not the overall project due date.
      As well, the past due and due soon are for conditional format rules.

    • @darinlewisii4024
      @darinlewisii4024 ปีที่แล้ว

      Can you do one without conditional formatting?