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.

Since 2020 and the start of COVID19, we at PTP have been missing seeing all of you at our in-person Powerbase Trainings. We hope to begin offering these in-person trainings again soon, but in the meantime will still be holding our popular training topics through our Powerbase Live! ONLINE Training Series.

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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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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Welcome (5 - 10 minutes)

Quick welcome, name and organization introductions

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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.

Measuring Engagement

Every organization has a different method for engaging their constituents, measuring that engagement and developing new leaders. This training covers the organizing principles and tools available to help with the process.

Discussion: 15 minutes

Question: What are your criteria for determining if someone is ready to take on a leadership role? Open a riseup pad, ask people to type them in.

Add two categories to the top of the list:

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Description

With the economy in shambles, now is an important time to tighten our fundraising strategies and reinforce our networks of support and mutual aid. Raising Money while Capitalism Collapses focuses on building financial support using contribution pages, peer-to-peer giving campaigns, $X in X weeks sprint-style campaigns and integrating these campaigns into our organizing work so we can build holistic campaigns that support our communities.

Prerequisite: Comfortable creating and using groups.