Get Started Series: Program Management for Nonprofits (5 parts)
Overview
Check out the Program Management Trail: sfdc.co/ProgramTrail Take an even deeper dive in this guided learning journey: sfdc.co/manageprograms See all our Program Management focused Customer Success events: sfdc.co/ManagePrograms-PMM Each nonprofit’s mission and program is unique, but with Salesforce’s highly configurable and customizable platform, you can manage your entire program from one central location. Using Salesforce.org's Program Management Module as a foundation, this Getting Started webinar series walks you through how to design your Salesforce org to maintain comprehensive information about constituents and volunteers, how to categorize and manage cases, how to automate processes, and how to track detailed activity history. You'll learn how to use standard tools to import existing data and how to use dashboard and reporting tools to monitor key statistics and measure outcomes. This is a five-part series. #GetStartedProgramManagement
Agenda
Week 1: Introduction to Nonprofit Cloud for Program Management Introduction to Nonprofit Cloud for Program Management. What is "program management?" How can Salesforce help me capture program data and track our organization's outputs? Get a high level overview of using Salesforce to deliver services. Slides: sfdc.co/GS-PM-Week1-Slides Week 2: Program Management Module Learn the fundamentals of data modeling, process mapping, and the data architecture of Program Management Module. Explore ways to tailor PMM to your organization’s needs and customize the Program Management app for your program team. Slides: sfdc.co/GS-PM-Week2-Slides Week 3: Hotlines, Helpdesks, and Human Services Explore tools that help you manage your work with your clients, whether through robust case management or a service based model. See how specialized apps like Nonprofit Cloud Case Management can provide advanced features for comprehensive case management, and learn how Salesforce Service Cloud and the case object can help you track incidents or requests that come in via email, phone, the web, or in person. Learn about the built in attendance tracking features of Program Management Module. Slides: sfdc.co/GS-PM-Week3-Slides Week 4: Import Data for Program Management Learn how to structure and import your program data from spreadsheets into Program Management Module. See the Lightning Object Creator, NPSP Data Import, and the Data Import Wizard in action. Understand the basics of data management in Salesforce and learn how object relationships impact your import process. Slides: sfdc.co/GS-PM-Week4-Slides Week 5: Reports and Dashboards for Program Management Dive deeper into object relationships and understand how your data model, data management strategy, and reporting are linked. Track program results in Salesforce and learn how out-of-the-box Program Management reports and dashboards help you measure services. See how to create and customize reports and dashboards using the Lightning Report Builder. Slides: sfdc.co/GS-PM-Week5-Slides