A worksheet to track therapist productivity in a counseling center (contact hours measured against goals). Produces graphs and reports. Should start fresh annually in a new folder
1. OVERVIEW OF WORKBOOK
This workbook is designed to be sturdy and very simple to use. It will do a lot of your work for you.
However, it does require some gentle handling, namely that you familiarize yourself with the
instructions for various tasks.
This workbook consists of several logical parts:
1 Activity Log sheets (one for each therapist)
2 One Summary Sheet that pulls in the data from each therapist sheet
3 An Overview tab at the front of the workbook (this sheet)
4 Various Productivity Chart tabs
Overview of Workbook Page 1 of 20
2. General Overview of Process
1 The therapists keep a daily log of their contact hours, no-shows, and cancellations on Daily Activity Logs which they turn in to Counseling Center Office
Staff the next day.
2 The Counseling Center Office Staff enter contact hour information from these logs into the corresponding therapist's tab in this Workbook.
3 The Summary Sheet summarizes productivity information by pulling in therapist totals from each therapist's Activity Log worksheet.
4 The Productivity Charts will build from the Summary Sheet.
Unprotect/Protect Password: guest Use this with caution and be sure to lock the sheet after editing. Consider the password your "safety net."
If you need to unlock any of these worksheets and "mess around," first make a back-up copy. Consider the backup your additional "safety net."
Formulas are documented on the sheets on which they occur - either by comment or by description at the bottom of the sheet.
Overview of Workbook Page 2 of 20
3. Page 3 Therapist Productivity Chart Model Two.xls
Productivity Summary January through December Instructions: Enter the therapist's name in the white space to match the name on his or her worksheet tab
Illustrations for adding rows are below. You will need to add rows in the right location -
you won't be able to sort into alpha order in this design.
Months
# months
Staff (last, first) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Year to Date worked
Brown J1 Brown, J. Productivity #DIV/0! 0
2 Brown, J. Contact Hours NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH -
3 Brown, J. Goals -
Green A4 Green, A. Productivity #DIV/0! 0
5 Green, A. Contact Hours NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH -
6 Green, A. Goals -
Jones T 7 Jones, T. Productivity #DIV/0! 0
8 Jones, T. Contact Hours NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH -
9 Jones, T. Goals -
Smith J Smith, J.
10 Productivity #DIV/0! 0
11 Smith, J. Contact Hours NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH -
12 Smith, J. Goals -
White B White, B.
13 Productivity #DIV/0! 0
14 White, B. Contact Hours NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH -
15 White, B. Goals -
Test Employee Employee
16 Test, Productivity #DIV/0! 0
17 Test, Employee Contact Hours NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH -
18 Test, Employee Goals -
19 Productivity #DIV/0! 0
20 Contact Hours NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH -
21 Goals -
22 Productivity #DIV/0! 0
23 Contact Hours NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH -
24 Goals -
25 Productivity #DIV/0! 0
26 Contact Hours NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH -
27 Goals -
28 Productivity #DIV/0! 0
29 Contact Hours NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH -
30 Goals -
31 Productivity #DIV/0! 0
32 Contact Hours NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH -
33 Goals -
34 Productivity #DIV/0! 0
35 Contact Hours NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH -
36 Goals -
37 Productivity #DIV/0! 0
38 Contact Hours NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH -
39 Goals -
40 Productivity #DIV/0! 0
41 Contact Hours NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH -
42 Goals -
43 Productivity #DIV/0! 0
44 Contact Hours NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH -
45 Goals -
46 Productivity #DIV/0! 0
47 Contact Hours NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH -
48 Goals -
49 Productivity #DIV/0! 0
50 Contact Hours NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH -
51 Goals -
52 Productivity #DIV/0! 0
53 Contact Hours NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH -
54 Goals -
52 Productivity #DIV/0! 0
53 Contact Hours NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH -
54 Goals -
Keep this Keep this blank
55 blank Productivity #DIV/0! 0
56 Keep this blank Contact Hours NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH NO MATCH -
0 57 Keep this blank Goals -
Totals Productivity #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! 0
Totals Contact Hours - - - - - - - - - - - - -
Totals Goals - - - - - - - - - - - - -
file:///home/pptfactory/temp/20100119205133/therapistproductivity-100119145132-phpapp02.xls/Summary
4. Page 4 Therapist Productivity Chart Model Two.xls
TO ADD MORE ROWS
1 Select the three rows directly underneath where you want to put the new therapist by clicking and dragging on their row numbers when the cursor turns into an arrow.
To insert Smith, you would select Storm-Justice's rows.
2 Select Copy from the Edit Menu
file:///home/pptfactory/temp/20100119205133/therapistproductivity-100119145132-phpapp02.xls/Summary
5. Page 5 Therapist Productivity Chart Model Two.xls
3 Select Insert Copied Cells from the Insert Menu
4 The three rows will be duplicated along with their formulas
file:///home/pptfactory/temp/20100119205133/therapistproductivity-100119145132-phpapp02.xls/Summary
6. Page 6 Therapist Productivity Chart Model Two.xls
5 Replace Smith, J. with Sands, K. in the newly duplicated rows - by entering Sands, K. in the white space. The other two rows will adjust automatically.
file:///home/pptfactory/temp/20100119205133/therapistproductivity-100119145132-phpapp02.xls/Summary
8. Therapist Productivity Chart Model Two.xls Page 8
1 Make a new copy of the New Therapist worksheet by right clicking on its tab and choosing Move or Copy.
2 In the Pop-up Menu make sure that Create a Copy is checked. Highlight where you want the new sheet inserted and click Okay.
3 Name the tab for the new therapist. Make it matches the name on the Summary Sheet exactly - including periods, commas, and spaces.
Page 8 file:///home/pptfactory/temp/20100119205133/therapistproductivity-100119145132-phpapp02.xls