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.

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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GIFT Conference in Baltimore, MD
August 2, 2014 2PM - 4PM

These are the handouts and notes from a workshop PTP presented at the GIFT Money For Our Movement Conference 2014. Use them for your work. If you reuse them, please be sure to acknowledge where they came from. If you have any questions contact Jessica at jessica@progressivetech.org or (512)782-8467.

Objectives:

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GIFT Conference in Baltimore, MD
August 2, 2014 10:30AM - 12:30PM

These are the handouts and notes from a workshop PTP presented at the GIFT Money For Our Movement Conference 2014. Use them for your work. If you reuse them, please be sure to acknowledge where they came from. If you have any questions contact Jessica at jessica@progressivetech.org or (512)782-8467.

Objectives:

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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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Batch imports provides a way to easily enter a stack of checks all at once, ensuring that you don't make any data entry errors with the amounts. You begin by entering the number of checks you have and the total amount of all the checks. Then you are provided with a screen to enter each check individually. When done, Powerbase will do the math to ensure the total of the individual checks equals the total you specified when you created the batch.

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File attachments:

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Starter ground rules

Intro & Political Education - J

Review a handful of recent corporate data breaches. Ask: These are corporate breaches, we operate in a different, movement context. How are these data breaches relevant to our work? What should we be doing different to avoid a similar fate?

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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.