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.

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:

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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.

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Back to Fundamentals

Overview

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

Objectives

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.

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Back to Intro to Powerbase

Description

Starter ground rules

Icebreaker

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..."

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Powerbase Training

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

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Materials

Materials will not be printed for you at the training. If you want a paper copy, please download and print before you come.

For all days, please review the Starter Ground Rules

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Materials

Materials will not be printed for you at the training. If you want a paper copy, please download and print before you come.

For all days, please review the Starter Ground Rules

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Logistics

Agenda

Morning

  • 10:00 - 10:30 - Logistics, welcome, introductions, ice breaker
  • 10:30 - 11:15 - Powerbase/Organizing Components exercise: It's not about you, it's about what you do
  • 11:15 - 12:15 - Demonstration of Powerbase capabilities
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Materials

Materials will not be printed for you at the training. If you want a paper copy, please download and print before you come.

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