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.
Provide an overview of PowerBase reports and how you can use them to understand your base.
Understand the different between a report and a report template; know when to use a report and when to do a search.
Basic familiarity with CiviCRM.
Time: 60 minutes
Introduction to send mass mailings and printing mailing labels.
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.
Participants must be familiar with running searches and creating groups.
60 Minutes total
Back to Fundraising with Powerbase
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 Monsanto seed.
Explain that Powerbase is based on a international piece of free and open source software called CiviCRM used around the world.
Introduction to creating contribution pages.
Demonstrate basics of how to enable users to make donations to your campaigns.
Basic knowledge of how to navigate in Powerbase.
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.
Introduction to creating Events.
Understand when to track a meeting using activities and when to use CiviEvent, understand the meaning of the most common CiviEvent options.
Basic familiarity with searching.
30 minutes
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!!
This lesson will teach participants the various ways you use searches to further categorize your base through the use of static and smart groups.
Participants must have a basic familiarity with searching.
This lesson should take approximately 30 minutes.
Advanced search will cover the basics of finding contacts in your database and understanding how to use actions.
Provide users with the ability to find contacts they have recently entered, and to get an overview of the many other ways to search.
Experience entering contacts so they can search for specific people to retrieve.
This lesson takes approximately 60 minutes.
Overview of searching. Explain:
Understand how organizing steps correlate with how data is recorded in the database.
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.
Entering Canvassing Results covers the basics of logging in and doing simple data entry of contacts from a convassing results page.
The objective of this lesson is to ensure all participants are up-to-speed on the most basic PowerBase task, answer common questions about data entry, and put them in an organizing frame of mind. This lesson gets straight to the chase, allowing the participants to start “doing something” on the database as quickly as possible, with minimal presenting.
Close your eyes and imagine the world 50 years from now after we have won our struggles.
Lots of things are different, but pay close attention to the technology. Go around and say your name, organization, pronouns and OPTIONAL: then describe one technology that you see, hear, smell, sense 50 years from now by starting with "I dream..."
