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.

Overview

The group will be presented with 3 organizing scenarios. They will be split into smaller groups and asked to develop and organizing strategy for their scenario.

Objectives

Our objective is to provide a base level lesson on organizing strategy. In addition, this lesson provides a context for all later exercises. Rather than learning how accomplish tasks in a vacuum, the scenarios provide a real organizing context to consider the pro’s and con’s of each PowerBase feature.

Category

Description

Starter Ground Rules

Political Education

In 2017, May First Movement Technology along with the Progressive Technology Project and many other organizations organized a series of gatherings called "Technology and Revolution."

We asked the question: what relationship does technology have with revolution?

The answers were scattered and diverse, but slowly started to take shape.

Category

Back to Fundamentals

Overview

Provide an overview of PowerBase reports and how you can use them to understand your base.

Objectives

Understand the different between a report and a report template; know when to use a report and when to do a search.

Requirements

Basic familiarity with CiviCRM.

Description

Time: 60 minutes

Category

Back to Fundamentals

Overview

Introduction to send mass mailings and printing mailing labels.

Objectives

Ensure participants are familiar with the basic steps of sending an email using CiviMail and printing labels using the Print Label Action menu from the search results page.

Requirements

Participants must be familiar with running searches and creating groups.

Description

60 Minutes total

Category

Back to Advanced

Description

Ask who can explain what a Monsanto seed is?

Explain that most database software (Nation Builder, Salsa, Salesforce) is not only corporate software but is also proprietary software and proprietary software is similar to a Monstanto seed.

Explain that Powerbase is based on a international piece of software called CiviCRM used around the world.

Category

Back to Fundamentals

Overview

Introduction to creating contribution pages.

Objectives

Demonstrate basics of how to enable users to make donations to your campaigns.

Requirements

Basic knowledge of how to navigate in Powerbase.

Description

30 minutes

Theme: But wait a minute...

A volunteer hears about the membership meeting. They can't come but want to write a check to support the meeting. Wait a minute! How can we record this check??

Demonstrate offline contribution.

Category

Back to Fundamentals

Overview

Introduction to creating Events.

Objectives

Understand when to track a meeting using activities and when to use CiviEvent, understand the meaning of the most common CiviEvent options.

Requirements

Basic familiarity with searching.

Description

30 minutes

Explain

Activity vs Event (5 minutes)

There is a super easy way to track that someone went to a meeting: create an activity of the type Meeting with the date of that meeting. Super!!

Category

Back to Fundamentals

Overview

This lesson will teach participants the various ways you use searches to further categorize your base through the use of static and smart groups.

Objectives

  • Understand the difference between static and smart groups
  • Understand how to remove people from groups and impact on smart group

Requirements

Participants must have a basic familiarity with searching.

Description

This lesson should take approximately 30 minutes.

Category

Back to Fundamentals

Overview

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

Objectives

Provide users with the ability to find contacts they have recently entered, and to get an overview of the many other ways to search.

Requirements

Experience entering contacts so they can search for specific people to retrieve.

Description

This lesson takes approximately 60 minutes.

Overview of searching. Explain:

Category

Back to Fundamentals

Overview

Understand how organizing steps correlate with how data is recorded in the database.

Objectives

The objective of building the components of a campaign is to ensure that everything learned in this track is contextualized in a real-world activity rather than just memorized as rote tasks. We also want to enforce the idea that we want to both record who a person is as well as each interaction we have with them.

Category