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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:

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 - 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: Learn how to use and administer CiviCRM software in 1 day

Trainer Name:                           Date:                              Venue:
Learner Name:
WiFi Network Name:                            WiFi 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 and how they interact with each other
 
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

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 - 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 available, include the exercise for each session.
Learners should be encouraged to complete the exercises in their own time via their own CiviCRM installation.
Completing the exercises will reinforce the material covered during the training day.> 

 

 


 

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