Learn how to administer CiviCRM software in 1 day¶
Trainer Notes¶
Course Name: Learn how to use and administer CiviCRM software in 1 day¶
Objectives:¶
- Understand how the CiviCRM community works and where you can find further information and support
- Know how to use CiviCRM as a day to day user
- Be able to plan and configure CiviCRM installations
- Understand the different CiviCRM Modules and how they interact with each other
Is previous knowledge assumed?¶
- That the learners are familiar with using online software applications / Office based software Materials and equipment required:
- Each learner should be given; a copy of the Course Timetable, details of each session with the exercises, details on how they access support and access online resources.
- A projector and computer for the trainer to demonstrate the session materials
Delivery Notes:¶
- The programme below lists a suggested timetable and session order.
- Trainer notes for each session can be found on the CiviCRM Wiki page http://wiki.civicrm.org/confluence/display/CRM/Sessions
- All of the sessions are run without user exercises and apart from Introducing CiviCRM are run as as half hour sessions only
- The flexible session, Session 12, can be either (Case, Grant or Campaign). You should find out from the learners which one will be the most useful.
Programme:¶
| Time | Session |
|---|---|
| 08:45 - 09:00 | Arrival with tea and coffee |
| 09:00 - 09:15 | Introductions - include an ice breaker |
| 09:15 - 10:15 | Session 1 - Introduction to CiviCRM |
| 10:15 - 10:45 | Session 2 - Set Up |
| 10:45 - 11:00 | Break |
| 11:00 - 11:30 | Session 3 - Organising Data |
| 11:30 - 12:00 | Session 4 - Profiles |
| 12:00 - 12:30 | Session 5 - Contribute |
| 12:30 - 13:15 | Lunch |
| 13:15 - 13:45 | Session 6 - Duplicates |
| 13:45 - 14:15 | Session 7 - Website integration |
| 14:15 - 14:45 | Session 8 - Events |
| 14:45 - 15:00 | Break |
| 15:00 - 15:30 | Session 9 - Communications |
| 15:30 - 16:00 | Session 10 - Membership |
| 16:00 - 16:30 | Session 11 - Reports |
| 16:30 - 17:00 | Session 12 - Flexible Session (this could be Case Management, Grant, or Campaign) |
| 17:00 - 17:15 | Closing Session - Has the day has met expectations & how could it improve? |