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.
This PowerBase online workshop was conducted on Monday, February 12, 2018.
Well, a new extension in PowerBase uses Mosaico which can help you create email templates easily. And you can still use the traditional PowerBase / CiviCRM Mailing feature and still have access to your existing templates. We'll show you how!
Here's documentation on how to use the Mosaico feature in PowerBase.
The following are training agenda items for PowerBase Administrators. The agenda items here are suggested topics and are covered based on the relevance and priority to the work of the organization.
Materials will not be printed for you at the training. If you want a paper copy, please download and print before you come.
The following describes the Training Agenda for focusing on PowerBase features, activities, and workflows that will be covered in the PowerBase Initial Organizational Trainings. These items may be covered in more than one training depending on the work priorities and relevance of the topic for the organization’s training.. (a pdf version of this page is available below)
How to Request Support and Find Resources
Materials will not be printed for you at the training. If you want a paper copy, please download and print before you come.
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
This PowerBase training covers the features in PowerBase that are geared toward scaling up your base-building community organizing work.
Here is a downloadable version of the complete two-day agenda.
Track 1: PowerBase Fundamentals
PowerBase has a survey module that supports phone banking.
While many fundraising activities are repetitive and not tied to particular campaigns, a key part of using PowerBase to its fullest is segmentation and targeting. This activity highlights the parts of planning associated with understanding who your donors are and what their contribution practices have been.
Walk through each slide explaining what’s on the slide.
The big takeaways:
• Integrated view of ALL your work
• Complexity
• LOTS of functionality built in.
Using one place for your database and your fundraising amplifies your database work: less wasted energy moving data between systems. More results for less effort.
This isn’t a case study, but use your knowledge of examples of work by other organizations to illustrate the slides with small anecdotes.
