Learn how to administer CiviCRM software in 2 days¶
Trainer Notes¶
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
- Work through practical examples and exercises relating to the course material
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
- Each learner (or pair of learners) will have access to a computer which can connect to a CiviCRM installation. These computers are used by the learner to complete the session exercises.
Delivery Notes¶
- The programme below lists a suggested timetable and session order.
- Trainer notes and learner exercises for each session can be found on the CiviCRM Wiki page Sessions
- Some of the sessions are run as half hour sessions only, this means that there are no user exercises included for that session
- 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
- Two days is not enough time to each 'everything' so don't try and teach every possibility and avoid information overload.
- In general, it is better to not interrupt people exercises unless there is an important bit of information that needs to be shared amongst learners. Save recapping till the end.
Programme¶
Day 1¶
| Time | Session |
|---|---|
| 09:00 - 09:15 | Arrival with coffee |
| 09:15 - 09:30 | Introductions - include an ice breaker (your experience with CiviCRM, what you want from course, something personal) |
| 09:30 - 10:30 | Session 1 - Introduction to CiviCRM (with exercises) |
| 10:30 - 11:30 | Session 2 - Set Up (with exercises) |
| 11:30 - 11:45 | Break |
| 11:45 - 12:45 | Session 3 - Organising Data (with exercises) |
| 12:45 - 14:00 | Lunch |
| 14:00 - 15:00 | Session 4 - Profiles/FormBuilder/Webform/ACF (with exercises) |
| 15:00 - 15:15 | Break |
| 15:15 - 16:15 | Session 5 - Contribute (with exercises) |
| 16:15 - 16:30 | Closing Session - has the day met expectations and how could it have been improved |
| 16:30 - 17:00 | Extra Time - this time can be used for 1 to 1 assistance and covering material not included so far. |
Day 2¶
| Time | Session |
|---|---|
| 09:00 - 09:15 | Arrival with coffee |
| 09:15 - 09:30 | Recap of Day 1 / Choose Topic for Session 12 |
| 09:30 - 10:30 | Session 6 - Duplicates (with exercises) |
| Session 7 - Website integration (no exercises) | |
| 10:30 - 11:30 | Session 8 - Events (with exercises) |
| 11:30 - 11:45 | Break |
| 11:45 - 12:45 | Session 9 - Membership (with exercises) |
| 12:45 - 14:00 | Lunch |
| 14:00 - 15:00 | Session 10 - Communications (with exercises) |
| 15:00 - 15:15 | Break |
| 15:15 - 16:15 | Session 11 - SearchKit (with exercises) |
| Session 12 - Flexible Session (Reports, Case Management, grant or campaign) – no exercises | |
| 16:15 - 16:30 | Closing Session - has the course met learners expectations |
| 16:30 - 17:00 | Extra Time and Close - for 1 to 1 assistance and covering any 'extra' areas. |