Training

Candy Sangster

Does anyone have a training outline for RE and RE NXT you would be willing to share?

JoAnn Strommen

With new staff members, I start with sharing the curriculum PDF. I highlight my recommendations and also provide them the links for the 15 minute overviews of different NXT components.

The PDF has different role tracks recommended.

IMO, what training is needed is so individualized and org specific. Our development officers do not do gift or data entry into RE NXT so they need to understand the data but not all the minutia of data entry.

Faith Murray

Seconding what @JoAnn Strommen has said. I point them to videos and webinars in Training Central that I feel apply, so I don't have to sit down with basic training. Then after they have viewed their videos, I follow up with training on our specific organizational procedures and policies. (You know, the ones unique to our organization.)

With a medium-sized staff of eight people, our job duties are so individualized that even our fundraisers don't have the same roles in the database. Our PG director gets access to exports and lists (so he can generate letters), while our event coordinator does not have fundraiser access in NXT because she mostly works the Event module in DB view. So I do not think there is a one-size fits-all on the specific training regimen to assign people.

In general, I operate on the policy, less is more. Give new trainees only the bare minimum access they need to operate their jobs, and make sure that all users understand how to read constituent records and gift records. As their experience grows, and as you become familiar with their performance, then you can expand their access and their training. It's way easier to tell someone, “You're doing such a great job that I trust you with more” than it is to say “Sorry, you've botched this process so many times I'm taking it away.” ?