CiviCRM for Fundraisers in 1 day¶
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 which fundraising organisations are likely to use
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
- 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 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
- We have only included the sessions which we think would be of the most use to fundraising organisations but there should be an overview of all components in the introductory session.
Programme:¶
| Time | sessions |
|---|---|
| 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 (include an overview of all of the CiviCRM Components) |
| 10:15 - 11:15 | Session 2 - Set Up (with exercises) |
| 11:15 - 11:30 | Break |
| 11:30 - 12:00 | Session 3 - Organising Data |
| 12:00 - 13:00 | Session 4 - Profiles (with exercises) |
| 13:00 - 13:45 | Lunch |
| 13:45 - 14:45 | Session 5 - Contribute (with exercises) |
| 14:45 - 15:15 | Session 6 - Duplicates |
| 15:15 - 15:30 | Break |
| 15:30 - 16:00 | Session 7 - Events |
| 16:00 - 16:30 | Session 8 - Communications |
| 16:30 - 17:00 | Session 9 - Reports |
| 17:00 - 17:15 | Closing Session - has the day met expectations and how could it have been improved |
Course Timetable (for distribution to learners)¶
Course Name: CiviCRM for Fundraisers in 1 day Trainer Name: Date: Venue: Learner Name: WiFi Network Name: WiFi Password: Your Training Site URL: Training Site Username: Training Site Password:
Aim: To give learners the skills which will allow them to use the CiviCRM software and enable them to configure a CiviCRM software installation. 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 which fundraising organisations are likely to use
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 (include an overview of all of the CiviCRM Components) |
| 10:15-11:15 | Session 2 - Set Up (with exercises) |
| 11:15-11:30 | Break |
| 11:30-12:00 | Session 3 - Organising Data |
| 12:00-13:00 | Session 4 - Profiles (with exercises) |
| 13:00-13:45 | Lunch |
| 13:45-14:45 | Session 5 - Contribute (with exercises) |
| 14:45-15:15 | Session 6 - Duplicates |
| 15:15-15:30 | Break |
| 15:30-16:00 | Session 7 - Events |
| 16:00-16:30 | Session 8 - Communications |
| 16:30-17:00 | Session 9 - Reports |
| 17:00-17:15 | Closing Session - ask learners if the day has met their expectations and how could the day have been improved |