Trainings | PTP Power On Network

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.

Advanced: Dedupe and Merging

Overview

Managing duplicates is a critical part of maintaining a useful database. Powerbase offers a number of complex methods to properly avoid duplicates and merge ones that are created.

Objectives

All participants should finish this lesson understanding what a de-dupe rule is, how to create one and the workflow for finding and merging duplicates.

Requirements

Good math skills.

Description

The lesson should take about 45 minutes. All students should be using the training database for this lesson.

Category

PowerBase

Advanced: Measuring Engagement

Back to Advanced

Overview

Measuring engagement challenges participants to think about organizing strategy and how to move people along an engagement ladder. It also provides training on useful tools for measuring this engagement in powerbase.

Category

PowerBase

File attachments:

tips-on-advanced-search.pdf

Advanced: Scenarios

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

Advanced: Opening

Description

Community Agreements

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

PowerBase

Day two: Advanced Organizing

Powerbase Training

Location: Ginn Parlour, 1233 Preservation Park Way, Oakland, CA 94612
Date: Tuesday, March 10, 9:00 - 5:00 pm

Category

PowerBase

Fundamentals: Reporting

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

PowerBase

Fundamentals: Communicating with your base

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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

PowerBase

Free and Open source software

Back to Building Community & Raising Funds with Powerbase

Community Agreements

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 Monsanto seed.

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

Category

Fundamentals: Contribution Pages

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

PowerBase