Foundation Studies
ICFINF7000 Information Technology for Academic Purpose
ICFINF7000 Project Part B 2024 Training Service Spreadsheet
As in the Project part A instructions:
“Case Study
You are the manager of a Training Service business. You provide a service such as personal exercise training, cooking lessons, guitar lessons, car driving skills etc. You employ several trainers and care for over fifty clients. Your business takes place at various locations.
You wish to manage the business so that you maintain the existing clients and gain new ones.”
Spreadsheet (95%):
You are to create a spreadsheet to record clients, activities, locations and training sessions data to aid in making business decisions.
Below is a list of what must be included in the spreadsheet.
The spreadsheet should include the following separate sheets as specified:
Sheets:
1. Clients sheet
A sheet to record client data. Include:
a. Name sheet “Clients”
b. Business name heading and logo (as per Project Part A)
c. Appropriate client identity information including first and last names and a client identifier. Person names tend not to be unique, so introduce a client identifier. For example, students have a student number for unique identification.
d. Client contact details. Consider what contact details are appropriate and required (considering privacy and security), street address? email? mobile?
e. Client initial statistics
i. Client health details. Consider what health details are required and appropriate. E.g. A personal training business with a goal for weight loss may record client’s initial height and weight.
OR
ii. Client starting skill level. E.g. A piano teaching business may wish to record the initialskill level such as beginner, intermediate or advanced
OR
iii. As required by your case study business
f. Client personal details (allow client to not disclose this information if they wish):
i. Gender
ii. Birth Date
iii. Age (this should be calculated and so changes overtime)
g. Client Membership or Discount status. Use a business decision to decide if
you will have membership or discounts or a status of your choice available to clients
i. Type of status (Y/N) e.g. Member?
ii. Status number if needed e.g. Member Number
iii. Date Joined status e.g. Date Member Joined
h. Populated with at least 50 clients including:
i. Yourself as the 15th client, include your full name, other details can be made up.
ii. Your teacher as the 20th client, include their full name, other details can be made up.
2. Activities sheet
A sheet to record activity data. Include:
a. Name sheet “Activities”
b. Business name heading and logo (as per Project Part A)
c. Activity identity details. Consider giving each training a unique code.
d. Activity name and/or details
e. Activity charge
f. Any discounts applicable (members?)
g. Populated with at least 10 activities.
Examples:
The personal training business, TrainTogether provide multiple activities for its clients to choose. For example, 1 hour group training sessions. Cost is $45 for members and $50 for non-members. TrainTogether also have private sessions. Cost is $80 for members and $100 for non-members for 1 hour. Cost is $60 for members and $80 for non- members for 30 minutes.
The cooking class business Let’s Cook, holds 2 hour baking bread classes. Cost is $55 for non-members and $45 for members. They also have 1 hour cooking lessons for beginners. Cost is $45 for non-members and $35 for members.
3. Locations sheet
A sheet to record activity location data. Include:
a. Name sheet “Locations”
b. Business name heading and logo (as per Project Part A)
c. Locations with name and address and phone number
d. Location size (square metres)
e. Facilities available as required by your business
f. Rent if any
g. Restrictions if applicable (e.g. weather, closures)
h. Populated with at least 5 locations
Examples:
The personal training business, TrainTogether uses the following two locations:
Newcastle Training Centre is located at 181 Darby Street, Cooks Hill. (49482424). There are two 100 square metre training rooms available at $100 per hour. Facilities include weights, fitness machines, showers, toilets and coffee shop. The centre is unavailable on public holidays.
Nobbys Beach. Facilities are sand and water training. Toilet, showers and coffee are available. No cost charge for groups of 10 or less people. It requires a council booking of $100 for groups between 10 and 100. No bookings for groups greater than 100. It is not a suitable venue for training when weather is wet or stormy.
4. Training sessions sheet
A sheet to record client training sessions at locations. Include:
a. Name sheet “Training sessions”
b. Business name heading and logo (as per Project Part A)
c. Training session details:
i. Date
ii. Time
iii. Client details. Add data validation for the client identifier to provide a drop-down list to allow choice of the client identifier. Then use the client identifier and a function to display the client names and any other required client details (such as member status) from the Clients sheet.
iv. Employee/sinvolved.
v. Location. Add data validation using the valid data from the Locations sheet.
vi. Activity details Use data validation and functions like part iii for the activity details from the Activities sheet.
(1) Activity
(2) Charge (with and without any applicable discounts)
vii. Any recording of client health statistics or skill level
d. Populated with at least 20 training sessions.
e. Include at least 1 client with multiple training sessions.
Examples:
The personal training business, TrainTogether held these training sessions:
Client Sue Jones attended a 1 hour group training session at Nobbys Beach on the 3rd of March 2024 at 10am. She was trained by Tom Smith. Cost was $40. Her weight was recorded at 62kgs and her resting heart rate at 65.
Client Sue Jones attended Newcastle Training Centre on the 3rd of August 2024 at 3pm for a 1 hour private session. She was trained by Sally Marks. Cost was $80. Her weight was recorded at 60kgs and her resting heart rate at 63. Sue is a member and received a 10% discount for both sessions,
5. Client Training sessions sheet
A sheet for one client from your Clients sheet showing all training sessions by that one client. These training sessions need to be already recorded on the Training sessions sheet. Include:
a. Name sheet “Client Training sessions”
b. Business name heading and logo (as per Project Part A)
c. Client details. Add data validation for the client identifier to provide a drop-down list to allow choice of the client identifier. Then use the client identifier and a function to display the client names and contact details from the Clients sheet.
d. Display all of one client’straining sessions from the Training sessions sheet. Ensure that if any changes occur on the Training sessions sheet the changes will also occur automatically on this sheet.
e. Show the client’s total spend for the training sessions listed.
f. Include some client analysis. E.g. For a personal training business highlight weight gain or loss. For a piano lesson business highlightskill level changes.