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.

In the time of COVID 19, we at PTP are missing seeing all of you at our usual three per year in-person Powerbase Trainings. In order to continue providing a more in-depth training experience, we're offering a new series > Powerbase Live! ONLINE.

Please see descriptions of all the upcoming sessions below, and be on the lookout for email announcements as each session is scheduled!

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Powerbase Training

Location: Ginn Parlour, 1233 Preservation Park Way, Oakland, CA 94612
Date: Tuesday, March 10, 9:00 - 5:00 pm

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Materials

Materials will not be printed for you at the training. If you want a paper copy, please download and print before you come.

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Place:
9:00 AM through 5:00 PM
Location
10 East 34th Street 10th Floor
New York, NY 10016

Day 1: PowerBase Fundamentals
A foundational track designed for participants that need a stronger foundation in the key features of PowerBase. This track will go at a pace designed to optimize a better understanding of PowerBase. After attending this session, participants will know how to

Track 1: PowerBase Fundamentals
A foundational track designed for participants that need a stronger foundation in the key features of PowerBase. This track will go at a pace designed to optimize a better understanding of PowerBase. After attending this session, participants will know how to

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File attachments:

Track 1: PowerBase Fundamentals
A foundational track designed for participants that need a stronger foundation in the key features of PowerBase. This track will go at a pace designed to optimize a better understanding of PowerBase. After attending this session, participants will know how to

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Description

A critical step in online organizing is providing the world with a form and a reason to fill it out. In this area, Powerbase has a lot of options! In Organizing Online, we'll cover how to create custom fields, profiles, petitions, webforms and more. We will review the difference between creating a new field and adding a field to a form. And, we'll cover how online and in-person organizing are inseparable components of any campaign.

Prerequisite: Comfortable adding and editing contacts, contributions, events and activities.

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See below for 40 practice CSV Zoom participant import spread sheets. These sheets are in the same format that Zoom provides when you export participants.

Please choose the sheet based on the number in your training user name.

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See below for 40 practice CSV Facebook Contributions import spread sheets. These sheets are in the same format that Facebook provides when you export contributions.

Please choose the sheet based on the number in your training user name.

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Description

Your data can come from everywhere - online forms, sign in sheets, other databases and more. However, it won't help you organize unless it's properly parsed and de-duplicated. In Advanced Data Strategies, we'll cover how to effectively import spread sheets from other services and how to keep your data clean using deduplication and automatic merging.

Prerequisite: Comfortable adding and editing contacts, contributions, events and activities.