Social Services

Number of Employees


Who Attended Training

Administrators and director-level employees

Recalc Courses

Spreadsheet Fundamentals, Business Analysis

At a Glance

The Customer

Presbyterian Medical Services is a non-profit social services organization located in New Mexico with 1,400 employees.

Why Spreadsheet Training

Consistently requested by employees when asked about training gaps.

Why Recalc

Super hands on and personalized, fits into employees busy schedules, and robust content.

Key takeaways:

  • Regularly survey your employees to understand their training needs
  • Ensure selected training is impactful and fits well within employees’ workday – demo if you can!
  • Hire externally where you don’t have the skillset internally
Ami Ehrlich
Ami Ehrlich

Learning and
Engagement Manager

We have a lot of people that struggle with using spreadsheets. They don’t fully understand the capabilities and yet they’re being asked to do quite a bit of work with spreadsheets…And then we have some people who are just terrified of it. They just open it, they look at the numbers, they’ll never do anything with it. So really just trying to upskill our administrators so that felt more comfortable and confident in using spreadsheets.

The Customer

Presbyterian Medical Services is a non-profit social services organization located in New Mexico with 1,400 employees. Presbyterian Medical Services designs and delivers quality, accessible, integrated health, education, and human services in response to identified community needs of the multicultural people of the Southwest.  The statewide organization offers primary care, behavioral health, dental services through Federally Qualified Health Centers. The organization also runs Headstart programs for early childhood education.

Why Spreadsheet Training?

The organization conducts regular feedback sessions between supervisors and their employees and one of the questions asked is specifically regarding what training and resources are needed to do their work effectively. Spreadsheet training was consistently the answer to this question across employees.

Why Recalc?

The Presbyterian Medical team focuses on investing externally where they don’t have the skillset internally to do the training. The team ultimately decided to partner with Recalc because of our personalized approach, course structure, and robust curriculum:

Super hands on & personalized

To better understand Recalc and the offering, Ami, the Learning and Engagement Manager, did a demo with Katie. In that experience, Ami was able to experience our hands-on, personal teaching style first-hand. She enjoyed that she could jump in and ask questions throughout the training and Katie would spend time making sure they were answered thoroughly – there was no need to stick to a specific script. At the end of the day, we want to ensure each participant is getting their questions answered and truly understanding and internalizing the material. While we have a detailed curriculum, the specific content of any given class will depend on the needs of the participants.

Fit into employees’ schedules

Recalc training’s course format of individual classes spread out over the course of 2 weeks fit well into the employees’ busy work days.

Ami Ehrlich
Ami Ehrlich

Learning and
Engagement Manager

For the work that we do, people have a very hard time getting away from their desks. And so hour and a half chunks were much better than a full day, but also felt like people where going to be able to get the amount of information they needed.

Robust content

Presbyterian Medical Services actually first tried to do some internal Excel training with their IT team, but since they’re not teachers and haven’t developed a curriculum, people got lost pretty quickly. Not the case with Recalc training. Recalc’s tailored curriculum taught by industry experts ensured the time employees did spend with us away from their day jobs was time well-spent.

When asked how the courses have impacted her ability to navigate around spreadsheets, Melissa Hill, Director of Analytics and Clinical Support, responded:

Melissa Hill

Director of Analytics & Clinical Support

It’s not so daunting.  When you don’t know Excel very well, you tend to dislike it.  I’m finding that as I’m taking these classes, I see the magnitude of what Excel can do, and that is exciting.  It’s changing my perspective of spreadsheets, which is a good thing.

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