Hiring and Training for Success

CiviCRM is awesome but it is not a solution - it is a tool. People capable of using tools effectively are the solution. Learning new technology is one of the most challenging tasks non-profit staff can do. Not everyone is "a natural" but you don't need them to be to use CiviCRM effectively. You do, however, need a plan not only to transition to CiviCRM but continue to function with CiviCRM when turnover occurs.

This presentation will cover:

  • Understanding the CiviCRM ecosystem and your place in it
  • Getting going with Civi by developing a training plan
  • Resources discussion: books, classes, videos, support services, webinars and more
  • Identifying roles and building staff workflows
  • Acknowledging "escalation thresholds" when you reach externally for support
  • Hiring well – what to look for
  • Success (and failure) stories
  • Keep on keeping on - expectations of the future
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