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Trainer Notes

Course Name: CiviCRM for Fundraisers 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 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:

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

 


 

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:

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

 
Learner Notes
 
<Insert here relevant notes for each session and, where an exercise is scheduled, include the exercise for each session.>

 

 


 

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