Altru Education Update – August 2015: New Curricula and Updated Role-Based Training Guides
Published
Last month we announced a new one-stop-shop for all the information that you need about Altru education and training. I hope everyone’s had a chance to check it out by now. We’re still really excited about it and think it’s definitely worth bookmarking in your web browser: www.blackbaud.com/altru-training.
Two of the resources that you’ll find on that page are links to task-based curricula and role-based training guides. Both of these resources help you to figure out exactly what training is right for you depending on the exact tasks you need to complete in Altru or your job role, respectively. We’ve just released three new curricula (which join the 11 that we had before.)
Managing Your Memberships
Configuring Fundraising Hierarchies
Configuring Marketing and Communications Defaults
We’re also in the process of updating all of the role-based training guides. So far we’ve updated the guides for Database Administrators, Development Directors, Development Data Entry staff, Special Event Managers, Guest Services Managers, Ticket Sellers, and Web Administrators. We also released two guides that we’ve never had before for Gift Shop Managers and Volunteer Managers. Hopefully these answer the question “I’m a new _______________ and I need to know what I should learn about Altru.”
I’d welcome feedback, if you have any. We’re always looking for ways to improve what we have or fill gaps when there is something missing. There is a Community Post all setup and ready for your comments.
Our education update wouldn’t be complete without letting you know what’s coming in August for our Masters Workshop and regularly scheduled classes. We’ve got two new topics in the Masters Workshop this month and are rerunning some popular workshops that we’ve held before.
Altru Masters Workshop: Configuring Group Sales Part I – August 3rd – 4-5pm ET – Register here
Altru Masters Workshop: Configuring Group Sales Part II – August 10th – 4-5pm ET – Register here
This two-part Altru Masters Workshop will cover everything you need to know about the configurations areas for Group Sales and Facility Rentals in Altru. During Part I, we’ll review key elements from the Group Sales checklist including Price Types, Group Types, Resources, Locations and Reservation Defaults to see how they can be adjusted to match your group sales operations. In Part II, we’ll cover elements such as contract template, discounts, flat rate-pricing, and itineraries and tracks.
Introduction to Altru and Ticketing Setup 101 should be considered prerequisites for both sessions of this workshop. Each session will last 1-hour and you must enroll in Part I and Part II separately.
Note: This Masters Workshop does not cover data entry or management of Group Sales Reservations. Those topics are covered in the Group Sales Reservations in Altru class offered on an ongoing basis.
Altru Masters Workshop: Merchandise Inventory Management – August 7th – 2-3pm ET – Register here
Learn how to manage your inventory in Altru. Keep accurate records by using the Physical Count Worksheet, Physical Count Batch, and Receiving Batch. Learn how to update individual merchandise items that need to be adjusted on the fly. In this one-hour instructor-led Masters Workshop session, we’ll discuss the tools you need to be more efficient when working with merchandise in Altru.
Altru Masters Workshop: Web Forms In Depth – August 14th – 1-2pm ET – Register here
Web forms are a confluence of convenience. Convenient for your audience (sign up at any time/any place) and convenient for your staff (no follow up needed). So, it’s no surprise that we are seeing more and more transactions come through online. Join us for a one-hour instructor-led Master’s Workshop to dive “under the hood” of Web Forms functionality in Altru. During this session we’ll review what options your team has to customize the design of Web forms in Altru. We will also look at the functionality of each of the fundraising, programs, registration, and membership Web forms. This Master’s Workshop goes beyond the basics, so students are recommended to attend Web Forms 101 in Altru prior to attending this session.
Altru Masters Workshop: Bring Your Own Query – August 18th – 1-2pm ET – Register here
Stumped while trying to create a specific query? Looking for some expert advice? This is the Masters Workshop for you. In this one-hour instructor-led session, we’ll discuss how to dissect a query request down into its important components, including identifying information missing from the request. We’ll also tackle some of your query stumpers. All students enrolled one week ahead of the class date will receive an email with instructions on how to submit their specific query need to the session instructor. We’ll work through as many of your queries as we can in time allotted, giving tips along the way. Query requests must be received at least three (3) days prior to class for possible inclusion. This is an advanced class, students should have completed Query 101 and Query 201 for Altru prior to attending.
Altru Masters Workshop: Fundraising & Special Events Part I – August 19th – 1-2pm ET – Register here
Altru Masters Workshop: Fundraising & Special Events Part II – August 26th – 1-2pm ET – Register here
This two-part Altru Masters Workshop will cover everything you need to know about Fundraising and Special Events. Part I covers setting up your events including creating registrations options, assigning event coordinators, tasks, and expenses, and configuring a seating plan. Part II will build on information covered in Part I, so it is suggested that Part I is taken as a pre-requisite to Part II. Part II will focus on what to do after initial event setup, such as creating invitations and managing invitees and registrations. It will also cover reporting on your events. Each session will lasts 1-hour and you must enroll in Part I and Part II separately.
Did you know?
While these are special Masters Workshop sessions are run live only once or twice a year, we record them whenever possible and post the recording and a copy of the class materials on our website. Check out the past Masters Workshops.
And as always, we have our regularly scheduled classes:
Appeals & Mailings 101 – August 10, 28
Batch 101 – August 27
Daily Financial Reconciliation – August 11, 27
General Sales 101 – August 3, 21
Introduction to Altru – August 6, 17
Managing Group Sales Reservations – August 4, 17
Membership Setup 101 – August 5, 20
Merchandise 101 – August 12
Query 101 – August 13, 25
Query 201 – August 10, 26
Revenue 101 – August 5, 19
Ticketing Setup 101 – August 3, 18
Web Forms 101 – August 12, 25
Two of the resources that you’ll find on that page are links to task-based curricula and role-based training guides. Both of these resources help you to figure out exactly what training is right for you depending on the exact tasks you need to complete in Altru or your job role, respectively. We’ve just released three new curricula (which join the 11 that we had before.)
Managing Your Memberships
Configuring Fundraising Hierarchies
Configuring Marketing and Communications Defaults
We’re also in the process of updating all of the role-based training guides. So far we’ve updated the guides for Database Administrators, Development Directors, Development Data Entry staff, Special Event Managers, Guest Services Managers, Ticket Sellers, and Web Administrators. We also released two guides that we’ve never had before for Gift Shop Managers and Volunteer Managers. Hopefully these answer the question “I’m a new _______________ and I need to know what I should learn about Altru.”
I’d welcome feedback, if you have any. We’re always looking for ways to improve what we have or fill gaps when there is something missing. There is a Community Post all setup and ready for your comments.
Our education update wouldn’t be complete without letting you know what’s coming in August for our Masters Workshop and regularly scheduled classes. We’ve got two new topics in the Masters Workshop this month and are rerunning some popular workshops that we’ve held before.
Altru Masters Workshop: Configuring Group Sales Part I – August 3rd – 4-5pm ET – Register here
Altru Masters Workshop: Configuring Group Sales Part II – August 10th – 4-5pm ET – Register here
This two-part Altru Masters Workshop will cover everything you need to know about the configurations areas for Group Sales and Facility Rentals in Altru. During Part I, we’ll review key elements from the Group Sales checklist including Price Types, Group Types, Resources, Locations and Reservation Defaults to see how they can be adjusted to match your group sales operations. In Part II, we’ll cover elements such as contract template, discounts, flat rate-pricing, and itineraries and tracks.
Introduction to Altru and Ticketing Setup 101 should be considered prerequisites for both sessions of this workshop. Each session will last 1-hour and you must enroll in Part I and Part II separately.
Note: This Masters Workshop does not cover data entry or management of Group Sales Reservations. Those topics are covered in the Group Sales Reservations in Altru class offered on an ongoing basis.
Altru Masters Workshop: Merchandise Inventory Management – August 7th – 2-3pm ET – Register here
Learn how to manage your inventory in Altru. Keep accurate records by using the Physical Count Worksheet, Physical Count Batch, and Receiving Batch. Learn how to update individual merchandise items that need to be adjusted on the fly. In this one-hour instructor-led Masters Workshop session, we’ll discuss the tools you need to be more efficient when working with merchandise in Altru.
Altru Masters Workshop: Web Forms In Depth – August 14th – 1-2pm ET – Register here
Web forms are a confluence of convenience. Convenient for your audience (sign up at any time/any place) and convenient for your staff (no follow up needed). So, it’s no surprise that we are seeing more and more transactions come through online. Join us for a one-hour instructor-led Master’s Workshop to dive “under the hood” of Web Forms functionality in Altru. During this session we’ll review what options your team has to customize the design of Web forms in Altru. We will also look at the functionality of each of the fundraising, programs, registration, and membership Web forms. This Master’s Workshop goes beyond the basics, so students are recommended to attend Web Forms 101 in Altru prior to attending this session.
Altru Masters Workshop: Bring Your Own Query – August 18th – 1-2pm ET – Register here
Stumped while trying to create a specific query? Looking for some expert advice? This is the Masters Workshop for you. In this one-hour instructor-led session, we’ll discuss how to dissect a query request down into its important components, including identifying information missing from the request. We’ll also tackle some of your query stumpers. All students enrolled one week ahead of the class date will receive an email with instructions on how to submit their specific query need to the session instructor. We’ll work through as many of your queries as we can in time allotted, giving tips along the way. Query requests must be received at least three (3) days prior to class for possible inclusion. This is an advanced class, students should have completed Query 101 and Query 201 for Altru prior to attending.
Altru Masters Workshop: Fundraising & Special Events Part I – August 19th – 1-2pm ET – Register here
Altru Masters Workshop: Fundraising & Special Events Part II – August 26th – 1-2pm ET – Register here
This two-part Altru Masters Workshop will cover everything you need to know about Fundraising and Special Events. Part I covers setting up your events including creating registrations options, assigning event coordinators, tasks, and expenses, and configuring a seating plan. Part II will build on information covered in Part I, so it is suggested that Part I is taken as a pre-requisite to Part II. Part II will focus on what to do after initial event setup, such as creating invitations and managing invitees and registrations. It will also cover reporting on your events. Each session will lasts 1-hour and you must enroll in Part I and Part II separately.
Did you know?
While these are special Masters Workshop sessions are run live only once or twice a year, we record them whenever possible and post the recording and a copy of the class materials on our website. Check out the past Masters Workshops.
And as always, we have our regularly scheduled classes:
Appeals & Mailings 101 – August 10, 28
Batch 101 – August 27
Daily Financial Reconciliation – August 11, 27
General Sales 101 – August 3, 21
Introduction to Altru – August 6, 17
Managing Group Sales Reservations – August 4, 17
Membership Setup 101 – August 5, 20
Merchandise 101 – August 12
Query 101 – August 13, 25
Query 201 – August 10, 26
Revenue 101 – August 5, 19
Ticketing Setup 101 – August 3, 18
Web Forms 101 – August 12, 25
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07/28/2015 8:20am EDT
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