Session 1 - June 5: PowerBase Fundamentals

Session 1 provides a foundation for participants who need a stronger understanding of the key features of PowerBase. This session emphasizes hands-on learning, with exercises designed to show participants how to accomplish the typical day-to-day operations of an organization using PowerBase. Participants, working at their own pace, will learn to use PowerBase confidently. Specifically we will cover how to:

• Support an organizing campaign, from entering door knocking data through taking attendance at a meeting
• Enter and retrieve data about your base: contact information, demographic information that matters to you, issues interest, other special data you want to collect
• Send mass emails and SMS to a targeted list
• Manage events in PowerBase and organize your staff to make turn out calls
• Keep track of relationships and interactions with members, constituents, elected officials, media

Prerequisite: Session 1 is designed for participants who want to learn basic skills in using PowerBase or CiviCRM to accomplish the day-today operations needed for an organization.

Session 2 - June 6: Advanced Organizing Strategies

Everything we do involves organizing people to do something - whether it is coming to an event, attending a demonstration, volunteering at a phone bank, making a donation, getting out to vote, or other activities to move people to take some form of action. There is more than one way to organize and there is more than one way to use PowerBase. Session 2 focuses on applying various organizing strategies to PowerBase. We will cover common organizing approaches, including those brought by the participants, and discuss and demonstrate how to use PowerBase to accomplish these strategies most effectively. Specifically, we will cover:

• Leadership Engagement: how do you know who a leader is? How do you find your most engaged leaders?
• Strategic segmentation: Who are you constituents? How can you most strategically segment them? How do you use groups, relationships and other features in PowerBase to accomplish this goal?
• Advanced Workflows: How can you manage data from various locations, like the VAN, or external petitions? How do strategically import the data you need and classify it so you can effectively use it
• Organizing Strategies: How can you use online organizing to build our base? Should you use e-advocacy? How can you collect donations and event registrations at the same time? How do we organize gala events, with tables and sponsors?
• Mobilizing: what is the best way to get people to an event? Or collect donations?

Prerequisite: Session 2 is designed for participants who have basic experience and comfort with PowerBase or CiviCRM or have completed a PowerBase Fundamentals session.

Session 3 - June 7: Being More Effective & Strategic: Making All Your PowerBase Dreams Come True

You may know that there's lots of possibilities with PowerBase and you have specific campaigns or organizational workflows or daily tasks that you want to manage using PowerBase. How can PowerBase support this work? Session 3 is a supervised work session where you can spend the time to configure and organize your PowerBase the way you want it. The day will start with each participant or group sharing the plan you want to accomplish for the day. Then, we will spend the day preparing PowerBase and designing the workflow to support your plan with two PowerBase professionals to coach you every step of the way. When you are done, we'll end with a show-and-tell. The following are examples of plans you may bring to this training:

• Set up the de-dupe rules that make sense for your organization and designing your de-dupe process;
• Create up the perfect Gala work flow, with a registration page, sponsorships and group tables;
• Develop up a strategic grassroots fundraising campaign workflow, peer-to-peer campaign, and more;
• Identify the right membership strategy for your organization - with multiple levels and the ability to pay dues monthly or annually, in person or on-line;
• Re-work your groups / smart groups and establish a new organization-wide policy on bulk email messages;
• Prepare for a major volunteer driven phone banking donation sprint.

NEW for Session 3!  We will include a workshop on digital security and data stewardship practices, with a focus on holistic security, risk assessment and a harm reduction model to help your organization prepare for and minimize potential security threats.

Prerequisite: Session 3 is designed for participants who have basic experience and comfort with PowerBase or CiviCRM or have completed a PowerBase Fundamentals session.

Costs

Pricing will be per person per day. Each person registers for the session (or sessions) they wish to attend. For example, if a person would like to register for both Session 2 and Session 3, they could do so. If an organization would like to send several staff members, each staff member registers and pays individually. Please contact us if you have questions.

If you are organizing, fundraising, organizing events or doing communications in your organization, then this training is for you.

Please sign up ASAP to guarantee your spot at the training. We'll close registration when we're full or by June 2nd, which ever comes first.

Questions?

Wondering what PowerBase subscription you have? Ask PowerBase Support, support@progressivetech.org (512-782-8478) and we'll look it up.  Get in touch with us with any questions, comments, or concerns you might have. The best way to get our quick attention to your questions about the training is to send an email to support@progressivetech.org.

Please plan on arranging your own accommodations and travel to the training site. We plan to start the training promptly at 9 AM and end at 5 PM each day.