Posted: November 4th, 2022
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Now that you have described the context for your research and provided a description of the secondary data available for that firm, you will now begin to mine that data. As an example, the United Way of Orange County was selected to demonstrate some use of Excel for your background analysis. For nonprofits, there is a database listed in the secondary sources list that has the financial report forms 990 listed for the nonprofits. This data is used in a running analysis for the United Way of Orange County.
If you need an Excel refresher, here are some resources to help you:
Brown, N., Lave, B., Romey, J., Schatz, M., & Shingledecker, D. (2018) Beginning Excel. OpenOregon, Creative Commons License. Retrieved from https://openoregon.pressbooks.pub/beginningexcel/.
Harvey, G. (2016). Excel 2016 all-in-one for dummies [Books24x7 version]. John Wiley & Sons. Available in the Trident Online Library: Follow these instructions for Finding Skillsoft Books. Enter 112925 in the search bar.
Harvey, G. (2016). Chapter 10: Charming charts and gorgeous graphics. In Excel 2016 for dummies [Books24x7 version]. John Wiley & Sons. Available in the Trident Online Library: Follow these instructions for Finding Skillsoft Books. Enter 117498 in the search bar.
Using this as a model and using the secondary data you found on your firm, produce a background analysis on the firm that shows some pertinent information in the spreadsheet along with charts to show the impact this firm is having in the area or the competitive space in which it is located. This is your unique perspective on the firm you have selected for the DSP, and you will put this in the appendix ultimately as background on your firm. This, along with the Introduction you developed in SLP 1, will be the second part of the Background Analysis for your firm that will go in the Appendix of the DSP. Integrate the spreadsheet and graphical analysis into your Module 2 SLP.
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