Advanced: Scenarios


The group will be presented with 3 organizing scenarios. They will be split into smaller groups and asked to develop and organizing strategy for their scenario.


Our objective is to provide a base level lesson on organizing strategy. In addition, this lesson provides a context for all later exercises. Rather than learning how accomplish tasks in a vacuum, the scenarios provide a real organizing context to consider the pro’s and con’s of each PowerBase feature.


Some experience organizing a strategy. It does not have to be an “organizing” strategy in a strict sense – it can be any strategy, such as a communications plan, plan for collecting back membership dues, or a plan to build out an individual donors program.


  • Butcher paper or white board for instructors to write down key strategies. One section for strategies we will cover, and one section for strategies we won’t cover.


The lesson should take about 60 minutes, with 15 minutes of instruction and 25 minutes of small groups, and 20 minutes of report back.


Explain that we will break into small groups and each group will take on scenario. Each group should come up with a 5 – 10 bullet point strategy for handling the scenario. Do not going into detail! Just the basic outline of your plan.

Suggest that people pick scenarios closest to their actual work – but that is not a requirement.

Small Group

Instructor should circulate and ensure there is an appropriate amount of detail.

Report Back

Report back one group at a time. For each strategy bullet point, assess whether it is something we will be covering in the training and put in the appropriate place.

We are looking for:

  • Assess who are strongest leaders are in a given area
  • Contact people matching a certain criteria/segment the database
  • Import data from another source
  • Collect data via online forms
  • Email or do turn out