Trainings

Please find below a list of many of the trainings that the Progressive Technology Project has conducted over the years. Each training contains links to materials used in the trainings.

Got a multi-pronged approach to reaching your donors? Make both direct mailings and call lists easier with mail merge.

  • Review of the first session

Learn to create:

  • A mass form letter
  • Mailing labels for the letter
  • A call list for each board member to call the major donors
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Build your Excel skills to do things like fundraising appeals more easily. In this webinar, we walk you through how to use Excel for data manipulation and analysis.

  • Collecting good contact info
  • Cleaning your data
  • Getting useable info out of your data for reporting
  • Segmenting our donor list
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Learn to deliver presentations that really drive your message home. PTP's hour-long PowerPoint webinar covers the technical ins and outs of using PowerPoint comfortably and presentation best practices.

  • Changing a Presentation Look (working with master slides)
  • Slide Animation
  • Adding Sounds and Movies to a Slide
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Learn to deliver presentations that really drive your message home. PTP's hour-long PowerPoint webinar covers the technical ins and outs of using PowerPoint comfortably and presentation best practices.

  • Changing a Presentation Look (working with master slides)
  • Slide Animation
  • Adding Sounds and Movies to a Slide
Category

A tutorial on how to do a "mail merge" — merge data onto letters, membership lists, and labels using Word/Excel 2008 for Mac users.

  • Preparing an Excel sheet for mail merge
  • Creating a document with merged data in Word
  • Reusing your merge document
  • Merging data for labels
  • Call List example
Category

A tutorial on how to do a "mail merge" — merge data onto letters, membership lists, and labels using Word/Excel 2007 for PC users:

  • Preparing an Excel sheet for mail merge
  • Creating a document with merged data in Word
  • Reusing your merge document
  • Merging data for labels
  • Call List example
Category

A tutorial on how to:

  • Filtering & Sorting
  • Understanding Clean Data/Paste Special
  • String Parsing (or, how to make messy data CLEAN!)
  • Merging Data
  • Formulas
  • Creating a Chart / Graph
  • Pivot Table
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A tutorial on how to:

  • Orient yourself in Excel and find the tools you need (menus, tools)
  • Enter data correctly and use the right lingo (sheets, columns, records, cells)
  • Format spreadsheets & data exactly how you want (data types, column headings, copy & paste, inserting/deleting rows or columns)
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Understanding the PowerBase concept of Profiles (also known as Sets of Fields)

Make data entry easy, collect information via a form on your website, or create a member directory online. This is all possible using PowerBase profiles. We cover profiles and how useful they can be in this online training.

  • using the batch update mechanism
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Training

A tutorial on membership in PowerBase:

Understanding Membership in PowerBase and how to use it

  • adding a membership in PowerBase
  • membership renewal
  • extending memberships via relationships (to spouses or org staff)
  • using membership reports
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