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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 and Sheila Burkett of Spry Digital will provide the two day training in the two days after to CiviCon St. Louis, with Sheila leading an introductory group and Joe a more advanced group.

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 staff 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.
  • Session leaders use 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
08:45-09:15Introductions & Course Overview
09:15-10:00Session 1 - Introduction to CiviCRM
10:00-11:00Session 2 - Contribute
11:00-11:15Break
11:15-12:15Session 3 - Profiles
12:15-13:15Lunch
13:15-14:15

Session 4 - Organizing Data

14:15-15:00Session 5 - Activities
15:00-15:15Break
15:15-16:15Session 6 - Duplicates (and include general admin)
16:15-16:30Discussion, CiviCRM Ecosytem and feedback

Day 2

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

Session 10 -  Searches

14:30-15:30

Session 11 - Reports

15:30-15:45Break
15:45-16:45

Session 12 - One or two of: Website Integration,

Campaigns/Survey/Petitions,

Cases, Grants  Accounting Integration (no exercises)

16:45-17:00Discussion and feedback





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