MS Excel for HR Professionals

MS Excel for HR Professionals is a collection of our most commonly used Excel functions, features and formulas set in the context of HR oriented data and delivered via a step by step ‘screen share’ methodology.

Virtual Self-Paced Learning

Virtual self-paced learning with the Workforce Planning Institute offers complete flexibility while maintaining the rigor of our accredited programs. Learners can progress through high-quality video content, templates, and practical activities at their own pace, making it ideal for busy professionals across time zones. The format supports deeper reflection, repeated practice, and immediate application to real workplace challenges.

Master the Basics

Designed for busy practitioners, the course offers clear, step-by-step guidance to help you develop confidence, improve data capability, and strengthen the foundation needed for more advanced SWP work.

What's Included

  • Videos
  • Downloadable Templates 




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Learning Outcomes 
At the conclusion of this course, participants should be able to:

  • Have enhanced comfort and confidence in using MS Excel to manipulate and present HR/People data
  • Understand and apply intermediate sorting and filtering techniques
  • Be able to use PivotTables to sort and manipulate data
  • Be able to develop and annotate various graphs and charts available in Excel
  • Be able to utilise the VLOOKUP, INDEX & MATCH functions to return values from another worksheet
  • Be able to use conditional statements to group data
  • Be able to develop drop down lists within cells and apply other data validation criteria to cells
  • Be able to apply conditional formatting to cells and ranges
  • Be able to produce and utilise basic Pivot
  • Charts and Slicers

Meet the instructor

Nick Kennedy

Nick has over 20 years of experience, including strategic and operational workforce planning, project and program management, change leadership and global talent management. This is complimented by a strong aptitude for continuous improvement, supported by experience across sectors including, government, mining and resources, automotive, consulting and minerals processing.

Having managed strategic workforce planning and organisational design teams for large global organisations and overseen major change and optimization programs, Nick has a deep understanding of the complex challenges faced by many organisations.
He holds a Bachelor of Mechanical Engineering and is passionate about connecting strategy, planning and people.

Nick is a certified practising strategic workforce planner - CP-SWP (founding member) and is widely regarded as one of the world’s most preeminent experts in Strategic Workforce Planning having delivered 100+ public and private workforce analytics and planning training programs.

Meet the instructor

Kath Hume

Kath is a highly regarded consultant with over 20 years’ experience across Health, Education, Finance, FMCG, Pharmaceuticals and the Not-for-Profit sector. She specialises in strategic workforce planning and capability development, helping organisations align workforce decisions to organisational priorities.

She supported strategic workforce planning for NSW Health from 2019 to 2024 and has since worked across Commonwealth, State and Local Government, applying structured, evidence-based approaches to identify future workforce needs.

Kath holds a Master of Adult Education, Graduate Diploma in Education and Bachelor of Commerce. She is a skilled facilitator who uses human-centred design to engage stakeholders and co-design practical solutions to complex workforce challenges.
She is also the host of the Reimagined Workforce podcast and author of Learn Solve Thrive, sharing practical insights to support workforce capability and transformation.