Curriculum

Drupal/CiviCRM Training Curriculum - DRAFT
Author: John Kenyon

Overview

This is a User-Centric Product Training

This training introduces students to the tools "Drupal" and "CiviCRM".

Drupal is a tool that helps organizations organize and manage the content of their website. Besides managing content, Drupal can add online community functions to a website, like web logs (blogs) and online discussion forums. Drupal is installed on a computer then accessed via an internet browser. Once Drupal is configured and customized, users can freely add, modify, remove and rearrange the content of their website.

CiviCRM is a tool that helps organizations manage information about their stakeholders, including donors, members, volunteers and advocates. CiviCRM is a powerful database tool that integrates bulk email and online donation processing tools. CiviCRM is installed on a computer then accessed via an internet browser. Once CiviCRM is configured and customized, users can be allowed to view, modify and manage a variety of data.

Learning Objectives

After completing this training, students will be able to:

• Describe the general concepts of Content Management Systems (CMS), Constituent Relationship Management (CRM) and Open Source software.
• Describe the specific concepts of Drupal and CiviCRM.
• Give examples of how Drupal and CiviCRM are used by nonprofits.
• Understand the primary features, terms and concepts of CiviCRM.
• Utilize the basic features of CiviCRM's database, online donation and email management tools, including:
• adding, modifying and deleting constituent demographic and gift data;
• sending bulk email and
• managing the online donation tool.
• Understand how to extend the functions of CiviCRM and evaluate modules

Drupal/ CiviCRM Training Curriculum - DRAFT

Part I - What is Drupal and how does it work?

1. Define and discuss Open Source software
2. Define and discuss ASPs
3. Define and discuss CMS
4. Define and discuss Drupal
5. Show examples of Drupal
6. Define and discuss basic Drupal terms and concepts

Part II - What is CiviCRM and How does it work?

1. Define and discuss CRMs
2. Define and discuss CiviCRM
3. Show-give examples of CiviCRM
4. Define and discuss CiviCRM primary features - dbase, email, donation
5. CiviCRM required resources, costs, support and training
6. Where does Drupal end and CiviCRM begin?

Part III - The CRM functions of CiviCRM

1. Define and discuss basic CiviCRM terms and concepts
2. Record creation
3. Contact Interface
4. Tabs - Contributions, Activities, Relationships, Groups, Notes, Tags
5. Searching, adding gifts and events
6. Access and manage reports
7. Import and Export Data
8. Users and Permissions

Part IV - CiviContribute and CiviMail

1. Define and discuss basic CiviContribute terms and concepts
2. Configure contribution pages
3. Import contributions
4. Access and Manage searches (reporting)
5. Define and discuss basic CiviMail terms and concepts
6. Configuring the tool
7. Create and send mailings
8. Import lists - creating groups
9. Segment data
10. Access and Manage reports

Part V - DIY - Configuring CiviCRM

1. What can be DIY configured in CiviCRM
2. Define and add fields
3. Create and modify tables and relationships
4. Create and manage Profiles
5. Mange Contact Rules
6. Adding functionality - Modules
7. Review of popular modules - Non-DYI configuration and customization
8. Non-DYI configuration and customization