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Background

This course is based on the common 2-day CiviCRM User and Administrator Trainings offered in various cities around the world. Joe Murray of JMA Consulting provided the two day training to non-IT staff of non-profits currently using CiviCRM. The content was delivered in a way that focussed mostly on non-profit staff who use CiviCRM as part of their job, and are not necessarily tech-savvy. Setup, configuration and administrative settings were only touched on briefly when it might be useful to know something could be done, rather than training participants on how to do it. So the session material was not followed rigorously in every session.

Complicating the delivery of the course a bit, staff from one organization with about 100 staff only came to sessions that were relevant to their jobs in the organization, e.g. running events, handling payments, etc. So knowledge of content from prior sessions could not always be assumed.

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
  • Understand what's involved in planning and configuring CiviCRM installations
  • Understand the different CiviCRM Components and how they interact with each other
  • Work through practical examples and exercises relating to the course material  

Previous knowledge assumed

  • Learners are familiar with using online software applications / Office based software

Materials and equipment required

  • Each learner will 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.
  • Joe Murray used a projector and computer to demonstrate the session materials.
  • Each learner has access to a computer which can connect to a CiviCRM installation. These computers are used by the learner to complete the session exercises.
  • JMA Consulting arranged for each learner to have a demo instance of CiviCRM available to do exercises on a different subdomain of civicrm.org.

Programme

Day 1

08:30-08:45Arrival with coffee
08:45-09:00Introductions & Course Overview
09:00-10:00Session 1 - Introduction to CiviCRM
10:00-11:00Session 2 - Set Up
11:00-11:15Break
11:15-12:15Session 3 - Organising Data
12:15-13:15Lunch
13:15-14:15Session 4 - Profiles
14:15-15:00Session 5 - Searches
15:00-15:15Break
15:15-16:15Session 6 - Contribute
16:15-16:30Discussion and feedback

Day 2

08:30-08:45Arrival with coffee
08:45-09:00Recap of Day 1, choose topic(s) for Session 12
09:00-10:00Session 7 - Events
10:00-11:00Session 8 - Duplicates
11:00-11:15Break
11:15-12:15Session 9 - Membership
12:15-13:15Lunch
13:15-14:15

Session 10 - Communications

14:15-15:15

Session 11 - Reports

15:15-15:30Break
15:30-16:15Session 12 - One or two of: Website Integration, Campaigns/Survey/Petitions, Cases, Grants (no exercises)
16:15-16:30Discussion and feedback




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