Entries from Road to CA tagged with 'training'
What Next?
We've completed three conversions and all of our Datatel-led training. So what's left to do in the 2-1/2 months between now and live conversion? Plenty! Here are some of the things we're working on now, or about to start. Reporting....
The End of the (CA Training) Road
Today Todd, Matt and I have our last CA training session - Planned Giving. This last training, like many others, takes place online. The three of us will gather in Murray 116 with a telephone nearby for this virtual classroom...
Major Donors
Our penultimate CA training session takes place this afternoon - Major Donors. Todd, Matt and I will once again convene in Murray 116 with our instructor on the telephone for this virtual classroom training. We have a workbook the size...
Another Busy Month!
We've been very busy since our last few posts. Here's some of what we've been up to: Conferences and Training Todd, Matt and I - along with 8 others from Allegheny - attended DUG 2009 in the DC area earlier...
Communications Management
Todd, Matt and I recently completed the Communications Management for CA training in Fairfax, VA. This class was very informative. We had lots of hands-on experience using Communications Management for things like writing receipts, acknowledgements, and follow-up letters. Most of...
Reporting!
This afternoon Todd, Matt and I start our Institutional Advancement Reporting Techniques training. Todd has been anxiously awaiting this class, as file structure in CA is very different from what she's been used to in Benefactor. Once we complete the...
Campaign Management
Wednesday afternoon our CA training continues with our Campaign Management and Analysis workshop. This is the first of the CA workshops that we'll be taking in the "Virtual Classroom" - that is, online with the instructor available via the telephone....
Busy, Busy, Busy!
We've had a very busy time over here in CA Conversion world lately! Here's the short version of what we've been up to: Contribuiton Management at Datatel in VA went very well. Todd learned that several delivered reports will replace...
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