CFC014005: Training on M&E of Corporate Governance & Ethics: Data Collection & Analysis with Excel

 M&E of Corporate Governance & Ethics: Data Collection & Analysis with Excel 

Day 1: Fundamentals of Monitoring and Evaluation in Corporate Governance and Ethics

Objective: Understand the principles of corporate governance and ethics and their role in organizational success. Learn the foundational elements of monitoring and evaluation (M&E) in this context.

Topics Covered:

• Introduction to Corporate Governance and Ethics:
  • Principles of corporate governance (accountability, transparency, fairness, responsibility).
  • Importance of ethical practices in corporate settings.
• M&E Framework for Corporate Governance and Ethics:
  • Defining indicators for governance and ethical performance.
  • Setting SMART objectives for monitoring corporate governance policies.
  • Role of stakeholders in governance evaluation.
• Data Collection Planning:
  • Types of data: qualitative vs. quantitative.
  • Designing surveys and checklists for governance and ethics monitoring.

Excel Functions Covered:

• Data Validation: Creating drop-down lists for governance survey entries.
• Conditional Formatting: Highlighting critical governance and ethics compliance data.
• Basic Formulas: SUM, AVERAGE, and COUNT for summarizing collected data.

Day 2: Data Collection and Management in Corporate Governance and Ethics

Objective: Learn effective methods for data collection and organization in monitoring governance and ethics.

Topics Covered:

• Methods of Data Collection:
  • Stakeholder interviews and focus group discussions.
  • Use of compliance audits and whistleblowing reports.
  • Collecting data on board diversity, conflicts of interest, and compliance breaches.
• Data Organization:
  • Creating governance and ethics data repositories.
  • Structuring datasets for efficient analysis.

Excel Functions Covered:

• Text Functions: CONCATENATE, LEFT, RIGHT, MID, and TEXT for standardizing data.
• Sorting and Filtering: Organizing large governance datasets.
• Excel Tables: Converting raw data into structured, dynamic tables.

Day 3: Data Analysis for Corporate Governance and Ethics Monitoring

Objective: Analyze data to assess governance practices, ethical compliance, and areas for improvement.

Topics Covered:

• Governance and Ethics Indicators Analysis:
  • Analyzing board meeting attendance, decision-making transparency, and adherence to ethical codes.
  • Assessing employee training on ethical practices.
• Key Performance Indicators (KPIs):
  • Compliance levels, ethical violations reported, and resolutions achieved.
• Trend Analysis:
  • Monitoring changes in governance and ethical practices over time.

Excel Functions Covered:

• Lookup Functions: VLOOKUP, HLOOKUP, and XLOOKUP for data cross-referencing.
• Logical Functions: IF, AND, OR for identifying governance compliance trends.
• Statistical Functions: MEDIAN, MODE, and PERCENTILE for governance performance insights.

Day 4: Data Visualization for Reporting in Corporate Governance and Ethics

Objective: Present governance and ethics evaluation findings effectively using visual tools.

Topics Covered:

• Designing Governance Dashboards:
  • Key elements of a corporate governance dashboard.
  • Visualizing board performance, compliance levels, and ethical practices.
• Effective Data Visualization Techniques:
  • Choosing the right charts for governance and ethics data.
  • Highlighting governance strengths and ethical concerns.

Excel Functions Covered:

• Charts: Line, Bar, Column, and Pie Charts for visualizing governance trends.
• Slicers and Timelines: Enhancing interactivity in dashboards.
• Conditional Formatting: Color scales and data bars for impactful visuals.

Day 5: Advanced Reporting and Automation for M&E in Corporate Governance and Ethics

Objective: Develop professional reports and automate recurring M&E tasks to improve efficiency.

Topics Covered:

• Report Writing for Corporate Governance M&E:
  • Structuring governance evaluation reports.
  • Summarizing findings and actionable recommendations.
• Automating Governance Monitoring Tasks:
  • Creating templates for compliance tracking.
  • Automating repetitive M&E processes.

Excel Functions Covered:

• Power Query:
  • Importing and transforming governance datasets.
  • Merging and appending data from multiple sources.
• Pivot Tables and Pivot Charts: Summarizing and presenting governance metrics.
• Macros and VBA: Automating data entry, compliance alerts, and report generation.