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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?