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.

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.

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Introduction to send mass mailings and printing mailing labels.

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Introduction to creating Events and tracking registration and participation in events.

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Researching your base will cover the basics of finding contacts in your database and understanding how to use actions.

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Provide a brief overview of the various components of PowerBase, with an emphasis on how PowerBase tracks your interaction with your base.

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Entering Canvassing Results covers the basics of logging in and doing simple data entry of contacts from a convassing results page.

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Sending text messages via PowerBase

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Training Agenda and other forms

Presentations, Handouts, and Web Resources

Day One
Integrated Fundraising, Christina Roessler

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PowerBase In-Person
Training Chicago May 20-21 2013

Fundamentals

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Are you finding duplicates in your PowerBase? You might have multiple records for a single person or organization in your database, and you don't want to lose ANY of the info in either one.

This training covers the following:

This training covers removing duplicate records in your database:

  • removing duplicate records, or "de-duping"
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