Technopath/Spring/Summer 2023-High-Touch Accountability Sessions

  • $250

Spring/Summer 2023-High-Touch Accountability Sessions

  • Closed
  • Course
  • 17 Lessons

Twice weekly live Zoom meetings with Sarah and your cohort to ask questions, work together on your portfolio assignments and have direct accountability to finish your portfolio in time to qualify for the hands-on volunteer experience!

Contents

Start Here!

Welcome to the NPSP Training Program!  Thank you so much for investing in yourself as you learn about nonprofits and the nonprofit success pack.

First, a few housekeeping items:

  • Join the NPSP Academy and/or the private NPSP Training Program group - https://npsp-academy.mn.co/groups/8665389?utm_source=manual
  • Emails to watch for:
    • Coda.io, this is the platform where the Nonprofit Cloud Consultant Exam study guide is hosted. They are sharing access to the study guide with you.
    • Sarah@technopath.io will be sending you a unique access code for our practice exam question platform - ClassMarker
    • Technopath.io will send you links to join the private NPSP Training Program group inside our NPSP Academy
    • Weekly emails letting you know the next week's class content is available

What to know before class starts:

  • The training program starts on January 24, 2023
  • Each week we will meet two times for one and a half hours 
    • Tuesdays at 4 pm PT/7 pm ET
    • Thursdays at  4 pm PT/ 7 pm ET
  • All classes will be live, hands-on sessions over Zoom
  • We will work through each week's portfolio assignments together

The course is designed so you can watch lectures and complete assignments at your own pace, but to qualify for the real world nonprofit Salesforce volunteer experience you must complete the entire portfolio. 

To get the most out of your investment we highly recommend you take advantage of being on the live classes each week so you can get individualized help with your portfolio assignments and questions, and so you can connect with your classmates!

Speaking of connecting with your classmates, don't forget to join our private NPSP Training Program group inside the NPSP Academy! The links will be sent to your email.

Over the 8 weeks you will learn:

Week 1: Overview of Nonprofit Business Structures
Week 2: NPSP 101: Data Model and NPSP Settings
Week 3: Donations Part 1: Record Types, Deliverables, Recurring Donations, and Payments
Week 4: Donations Part 2: Soft Credits, General Accounting Units, and Gift Entry
Week 5: Marketing/Engagement: Campaigns, Engagement Plans, Levels, and Email Templates
Week 6: Advanded Customization: Customizable Rollups, Formulas, and User Interface
Week 7: Reports, Dashboards, Automation, Integration
Week 8: Capstone Presentations

We're so excited to support you as you expand your career!
What to expect from our Live! Version
Housekeeping Items
Zoom Links
Weekly Agendas

Week 1: Overview of Nonprofit Business Structures

This week we will build out the basics of the nonprofit of your choosing.
Agenda January 24th
Recording of Hands-on Session - January 24th
Recording of Portfolio Class- January 26th

Week 2: Portfolio Building

Recording of Hands-on Session - January 31st
Recording Portfolio Session: February 2nd

Week 3

Recording Hands on-Session February 7th
Recording Portfolio Session February 9th

Week 4

Recording Hands on-Session February 14th
Recording Portfolio Session February 16th

Week 5: Soft Credits, Customizable Rollups, Gift Entry, and Recurring Donations

Recording Hands on-Session February 21st
Recording Portfolio Session February 23rd

Week 6: Reports, Dashboards, and Automations

Recording Hands on-Session February 28th
Recording Portfolio Session March 2nd