Day three: Strategic use of Powerbase in your organization

Powerbase Training

Location: Ginn Parlour, 1233 Preservation Park Way, Oakland, CA 94612
Date: Monday, March 9, 9:00 - 5:00 pm

Additional Documentation and resources:

Start Topic Instructor
09:00 AM Logistics Natalie
09:10 AM Welcome, Ground Rules, Introductions Alice
09:30 AM Review of the day’s schedule, break into groups Jamie
09:35 AM Meet with your organization to plan presentation All
10:00 AM Presentation of your organizations workplan and needs Alice
10:30 AM Break while staff organizes sessions
11:00 PM Session 1 – two topics chosen from presentations Alice/Jamie
12:30 PM Lunch
01:30 PM Session 2 – two topics chosen from presentations Alice/Jamie
03:00 PM Break while staff organizes sessions
03:15 PM Group Evaluation Natalie
03:30 PM Independent work, PTP staff floats All
05:00 PM Done

Participating groups: PLEASE prepare before hand. You are responsible for coming to the training with a work plan of items you would like to achieve during the day.

The following are examples of plans you may bring to this training:

  • Set up the de-dupe rules that make sense for your organization and designing your de-dupe process;
  • Create up the perfect Gala work flow, with a registration page, sponsorships and group tables;
  • Develop up a strategic grassroots fundraising campaign workflow, peer-to-peer campaign, and more;
  • Identify the right membership strategy for your organization - with multiple levels and the ability to pay dues monthly or annually, in person or on-line;
  • Re-work your groups / smart groups and establish a new organization-wide policy on bulk email messages;
  • Prepare for a major volunteer driven phone banking donation sprint.
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