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Session 1
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Session 1 and 2 are one hour and are "nuts and bolts" Civi stuff, as well as "tangential" topics that sponsors could participate in (Prospect Research and Matching Gifts). Session 3 is an hour and a half, and the topics are about putting all the pieces together - using Civi to perform a nonprofit business process from start to finish.
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Session 1 (10 - 11)
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- Searching Effectively
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- Custom Data & Profiles
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- System Administration
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- Personal Campaign Pages
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- Prospect Research
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- Activities and Cases
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- Prospect Research (unless DonorSearch doesn't sponsor)
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Session 2
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- Managing Duplicate Records
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Session 2 (11:15 - 12:15)
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- Managing Duplicate Records
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- Price Sets & Discounts
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includes configuring prices sets and using CiviDiscount
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- Activities & Cases
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- Accounting Integration
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- Reports
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- Matching Gifts & Data Mining
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Session 3
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Session 3 (2:15 - 3:45)
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- Organizing & Categorizing Your Contacts
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Includes thinking about contacts before Civi, types, subtypes, groups, smart groups, tags, relationships
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Working session to lead people through the process of categorizing their contacts, thinking through the data requirements, thinking about outputs, and using types, subtypes, groups, smart groups, tags, relationships to represent them in Civi
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- Exceptional Events
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Includes bulk email, checksums, event pages, scheduled reminders, batch update of attendees
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- Running an Annual Appeal
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Includes mail templates, creating PDF, entering gifts, entering batch gifts, creating gift acknowledgement
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- Accounting Integration
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- Membership Management
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Include membership types, terms, membership by relationship, Membership contribution pages, scheduled reminders
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- Effective Email Campaigns
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Includes managing mail lists, mosaico, mail reports
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Includes managing mail lists, Mosaico, mail reports
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Maybe switch out Accounting Integration for Membership Management, which would include membership types, terms, Membership contribution pages, scheduled reminders?
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Potential Lightening Talks
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Potential Lightening Talks (1:00 - 1:40)
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- CiviCRM infra (MM, GL, docs, etc.)
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- Leveraging the community to get things done (Make it Happen?)
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- Giving back, opportunities to (selfishly) help CiviCRM |
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\ No newline at end of file |
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- Giving back, opportunities to (selfishly) help CiviCRM
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- Checksums
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- Personal Campaign Pages |