Training Without the Travel - Blackbaud · Target Audience: This class is designed for individuals responsible for processing mailings and for analysing, reporting, and manipulating

The Raiser’s Edge® Training

© May 2012 | Level 6, 189 Miller St, North Sydney, NSW 2060 T +61 2 8986 6000 E [email protected] W www.blackbaud.com.au 1

Whether you're a new customer, a new employee, or just in need of a refresher course, Blackbaud

distance learning training is a great way to master The Raiser’s Edge. Stay in the comfort of your office

by attending training online!

Instructor-led

Delivered via the Internet, our instructor-led online training is like being in a virtual classroom. It features

live interaction between you, other students across the region, and a trained Blackbaud instructor.

After logging into the training, you will see a list of participants and a training agenda. The instructor

will lead you through a series of instructional slides and will use other tools such as practical exercises,

whiteboards, and web safaris to instruct you on the selected topic.

Convenient

All you need is a web browser, a PC headset, access to The Raiser’s Edge, and a few hours. The

knowledge you gain can be put to use immediately! Converse with peers from across the Asia-Pacific

region and ask your instructor any questions you wish.

Live Application Sharing

Online training also features live application sharing. This means instructors can launch a program such

as The Raiser's Edge on their computers while you view the program at your location. The instructor can

also turn control of the application over to training participants. This allows you to use a program in the

training – even if it is not installed on your computer!

Courses

Training sessions cover a range of supplemental material, including module- and task-specific

functionality. They generally last two to four hours.

Pricing

Training pricing varies based on the length of the training. Prices are per person and are subject to

change. For specific training details and prices, please contact your account manager.Continued

Training Without the TravelBlackbaud Distance Learning Training



Course Offerings

The Raiser’s Edge: Essentials Part II Refresher (4 hours)

Review the content covered in The Raiser’s Edge: Essentials Part II class. Review and solidify key concepts covered in the Essentials

training and strengthen your skills via practice in the sample database and information-sharing with peers and the instructor. Content

includes methods of data extraction such as query, mail, and reports.

Target Audience: Users who need to refresh their skills, reaffirm what was learned in training, and ensure they are using the software

correctly. Note: Participants must have attended The Raiser's Edge: Essentials Part II beforehand.

The Raiser’s Edge: Essentials Part I Refresher (4 hours)

Review the content covered in The Raiser’s Edge: Essentials Part I class. Revisit and solidify basic knowledge relating to creating and

maintaining records in The Raiser’s Edge by practicing in the sample database and sharing information with the instructor and your peers.

Target Audience: Users who need to refresh their skills, reaffirm what was learned in training, and ensure they are using the software

correctly. Note: Participants must have attended The Raiser's Edge: Essentials Part I beforehand.

The Raiser's Edge: Essentials Part I (14 hours)

This two-day (seven hours per day) instructor-led distance learning class covers the fundamentals of data entry and record structure

in The Raiser’s Edge. Through the use of instructor-led scenarios, class discussions, and hands-on practices in the sample database,

participants learn to navigate within The Raiser’s Edge, search for existing records, and create new constituent and gift records. After

taking this class, attendees will be able to successfully use the search features to find existing records, prevent duplicate records, create

new records to store constituent and gift information, and perform record maintenance tasks.

Target Audience: Data entry personnel

The Raiser's Edge: Essentials Part II (14 hours)

This two-day (seven hours per day) instructor-led distance learning class covers the basic functionality of Query, Reports/Dashboards,

Mail, and Export in The Raiser’s Edge. Through the use of instructor-led scenarios, class discussions, and hands-on practices in the

sample database, participants learn to create queries that group records based on a common characteristic, design reports and

dashboards that analyse the information in their database, generate mailings that include record fields, and export information from The

Raiser’s Edge for use in other software applications. After taking this class, attendees will be able to create simple queries that use one

criterion, define parameter files for reports in The Raiser’s Edge, produce labels and quick letters to communicate with their constituents,

and export information for use in Microsoft Excel® and Microsoft Word®.

Target Audience: Database administrators, supervisors, power users, and other individuals responsible for analysing, exporting, and

manipulating Raiser's Edge data and creating basic Crystal Reports.

Continued

Analytical Reporting in The Raiser`s Edge (3 hours)

Analyse very specific information on selected subjects, such as the giving habits of your constituents, the performance of your solicitors, and the

effectiveness of your appeals. You will learn to generate year-over-year donor comparisons, donors by category, and top donors.

Target Audience: This course is for executives, development officers, and individuals responsible for analysing and monitoring any aspect of

their organisation's fundraising success and day-to-day operations. Participants should have access to The Raiser’s Edge to practice.



Continued

Business Rules, Field Options, and Attributes (2t hours)

This two-hour instructor-led online class focuses on standardising data and processes in The Raiser’s Edge. Through instructor-led

scenarios, class discussion, and hands-on practice, participants learn to define rules that govern all users, modify existing fields,

and create new fields to track and segment data. After taking this course, participants will be able to use features that promote data

consistency and adherence to business policies.

Target Audience: This class is designed for database administrators and other users responsible for establishing standards for Raiser’s

Edge users. To attend, participants should have a working knowledge of program navigation and record structure in The Raiser's Edge.

Database Doctor (4 hours)

Protect your software investment by maintaining a healthy Raiser's Edge database. Topics include merging and archiving records,

efficiently updating and changing record information, consolidating table entries, and tips on how to keep your data more manageable.

Target Audience: This class is designed for users responsible for maintaining data integrity, such as database and record managers. To

fully benefit from this class, participants should have access to The Raiser's Edge sample database to practice in class.

Events: Essentials Part I (4 hours)

This class lays the foundation for using RE:Event and teaches the various ways of entering and maintaining event, participant, and gift

information in The Raiser’s Edge. Starting with the basic architecture of the program, you will identify how The Raiser’s Edge stores,

structures and organizes event information using event records, and how the program can accommodate information specific to any event

type including event location, description, type, goals, dates, campaign associated with the event, registration fees, expenses, and much

more. Event record setup is followed by participant record setup and the relationship between constituent records and participant records,

how to register participants, and how to enter registration fees and other donations. Tools that streamline and speed up data entry such

as default sets, user options, business rules, and batch entry are also covered. Users with previous RE:Event experience and/or training

will also benefit from this class as it includes seating setup and the multi-event registration capabilities available in The Raiser’s Edge as

well as more opportunities for practice.

Target Audience: This class is designed for end users responsible for entering and maintaining information related to special events and

participants, registering participants, and processing event gifts. No previous experience with RE:Event is required; however, attendees

should be familiar with constituent and gift records in The Raiser’s Edge.

Events: Essentials Part II (4 hours)

This class builds upon the concepts introduced in Events: Essentials Part I class and covers the powerful features of The Raiser’s Edge

that enable you to query and extract event and participant data for reporting, mailings, and use in other software applications.

Target Audience: This class is designed for individuals responsible for processing mailings and for analysing, reporting, and manipulating event

and participant data. Participants should have attended Events: Essentials Part I and The Raiser’s Edge: Essentials Part II training. Alternatively,

participants should have experience with event and participant records and be able to perform data retrieval tasks in The Raiser’s Edge.



Continued

Executive Course I: Maximising Efficiency with the Home Page and Dashboards (1 hour)

This instructor-led online class provides executives an overview of how to use The Raiser’s Edge efficiently, including setting up their home page to

include commonly completed tasks and creating dashboards to quickly analyse the success of their organisations. Depending on the extent of the

roundtable discussions, this class may take up to one hour.

Target Audience: Executives.

Executive Course II: Finding Essential Data and Navigating Constituent Records (2 hours)

This instructor-led online class provides executives insight into the information stored in constituent records. Executives learn to search for and open

constituent records, navigate within the two types of constituent records, and locate the information they need. Executives are also introduced to

creating custom views so they can display the most important information on one screen. Depending on the extent of the roundtable discussions,

this class may take up to two hours.

Target Audience: Executives. This course is not designed for data entry personnel. For information about entering data in Constituent

records, data entry personnel should take The Raiser’s Edge Essentials Part I.

Executive Course III: Networking and Communicating with Constituents (1 hour)

This instructor-led online class provides executives an overview of using actions to manage communication with their constituents and maximising

the relationships their constituents have with other individuals and organisations. Depending on the extent of the roundtable discussions, this class

may take up to one hour.

Target Audience: Executives. This class is not designed for data entry personnel. For information about creating actions and entering

relationship information, data entry personnel should take The Raiser’s Edge Essentials Part I.

Events: Beyond Essentials – Managing Gala Events (2 hours)

This class is a follow-up of the Events: Essentials classes and is ideal if your organisation hosts galas, black tie dinners, and other types

of seated events that require seating and meal setup. Not only will you learn to maximise the use of the program as it applies to your

specific needs, you will also examine best practices and tips and tricks to make gala events successful. The goal of this class is to apply

the concepts covered in previous training to real-world situations using a process-based approach that includes pre- and post-event

activities as well as milestone tracking. You will learn to manage your events from beginning to end – from planning to evaluation – and

take advantage of the features best suited for gala events including logistics such as production tasks, media and materials, invitations,

registration, attendance, budgeting, event photos, sponsorship, and vendors. Topics include how to arrange and name tables, sit guests,

move guests to new seats or tables, automatically fill in seats and tables with unseated participants, and identify seating conflicts, as well

as how to designate menus and indicate guest dinner preferences.

Target Audience: This class is designed for individuals responsible for managing, planning, or coordinating all aspects of a fundraising or

cultivating gala, dinner, or similar event. Class participants should have completed any one of the Raiser’s Edge: Essentials training sessions or have

experience with constituent and gift records, as well as creation of parameter files for reporting and mailing purposes. Attendance to the Events:

Essentials class is recommended.



Continued

Executive Course IV: Managing Your Financial Structure and Gifts (1 hour)

This instructor-led online class introduces executives to the three main components of a fundraising structure and how donations fit into their

fundraising structure. Executives are provided an overview of how to access gifts from a constituent record and navigate within a gift record.

Depending on the extent of the roundtable discussions, this class may take up to two hours.

Target Audience: Executives. This course is not designed for data entry personnel. For information about entering data in constituent

records, data entry personnel should take The Raiser’s Edge: Essentials Part I.

Executive Course V: Using and Analysing Data with Parameters (1 hour)

This instructor-led online class provides executives insight into how they can use the information stored in their database. Executives are introduced

to creating groups of records that share a common characteristic, including record fields in mailings, utilising specific record fields in other software

applications, and analysing data in their databases. Depending on the extent of the roundtable discussions, this class may take up to one hour.

Target Audience: Executives. This course is not designed for personnel who are responsible for creating queries, exports, mailings, and

reports. For detailed information about creating parameters, personnel should take The Raiser’s Edge Essentials Part II.

Export: Essentials (3 hours)

Cover the fundamental concepts of Export and how to translate those ideas to The Raiser’s Edge. Through the use of instructor-led scenarios, class

discussions, and customer practices in the sample database, participants learn how to plan and create export files that meet their needs. As part

of the export process, customers learn to select the appropriate export type and format, differentiate between one-to-one and one-to-many fields,

define field criteria, and use summary options.

Target Audience: The Export: Essentials class is designed for users of The Raiser’s Edge with little or no experience with Export.

Because exports are based on records, familiarity with record functionality is required. To fully participate in the practices provided in the

class, attendees need to have access to The Raiser's Edge sample database.

Financial and Pledge Reporting in The Raiser`s Edge (4 hours)

Evaluate the financial position of your organization and your donors’ giving histories. The variety of reports covered provides several ways of viewing

financial information. You will learn how to view a breakdown of your general ledger accounts, generate detailed reports focusing on specific donor

giving information, and list all gifts based on their type. Many of the reports also include detail and summary versions, helping you meet every

evaluation need. Additionally, you will learn to handle anonymous gifts and to report on all aspects of pledge information, including payments,

past-due pledges, write-offs, and cash flow.

Target Audience: Executives, development officers, and individuals responsible for analysing and monitoring any aspect of their

organisation’s fundraising success and day-to-day operations would find this course useful. Participants should have access to

The Raiser’s Edge to practice.



Continued

Generating Pledge Reminders (2 hours)

This two-hour instructor-led online class focuses on the generation of printed pledge reminders in The Raiser's Edge. Through instructor-led

scenarios, class discussion, and hands-on practice in the sample data, participants learn how to create parameter sets for preprinted reminders

and custom mail merge reminders created in Microsoft Word®. After taking this course, you will be able to generate installment and balance

reminders for pledges and recurring gifts.

Prerequisites and Advanced Preparation: This intermediate-level class is designed for users responsible for generating pledge reminders

in The Raiser's Edge. Before attending, participants should have a working knowledge of Microsoft Word®. In addition, participants should

have a working knowledge of pledge gift records and mail functionality in The Raiser's Edge or attend the following online classes:

Managing Pledge Gifts and Mail: Essentials.

Gift Batch in The Raiser`s Edge (3 hours)

Discuss how to use Gift Batch to add multiple gift records to The Raiser's Edge in a spreadsheet format. Through the use of instructor-led

scenarios, class discussions, and hands-on practices in the sample database, participants learn to set up, validate, and commit gift batches in The

Raiser's Edge.

Target Audience: This course is designed for users of The Raiser's Edge with little or no experience with Gift Batch. Users who are

responsible for entering donations in The Raiser's Edge will benefit from this class. Because batches are based on record fields, familiarity

with standard record functionality is required. Participation in class exercises requires prior installation of The Raiser’s Edge sample database.

Import: Essentials (3 hours)

Learn how to import new data from external sources into The Raiser's Edge and how to update existing Raiser's Edge data using the

Administration import facility. Note: This is a beginner-level class.

Target Audience: This course is for individuals who are in charge of importing data, but have no previous import experience. Familiarity with

The Raiser's Edge, specifically with records, is required. Participants should have The Raiser’s Edge installed to complete practice exercises.

Import: Beyond Essentials (3 hours)

Cover advanced import topics including troubleshooting, multiple import types in one file (such as addresses, phone numbers, attributes and

spouse information), importing pledges with installments and payments, and addressee/salutations.

Target Audience: As an advanced class, participants should be familiar with importing data and creating import files, and should have

access to their sample database and to Microsoft Excel® to be able to practice.

Importing Constituent Relationships (2.5 hours)

This two-and-a-half-hour instructor-led online class introduces participants to relationship imports in The Raiser’s Edge. Through instructor-led

scenarios, class discussion, and hands-on practice, participants learn to import constituent relationships. After taking this course, participatns will

be able to create an import file and add constituent relationships using the Import feature.

Target Audience: This intermediate-level course is designed for database administrators or other users who are responsible for importing

data to The Raiser’s Edge. Participants should have a working knowledge of Microsoft Excel® and Raiser's Edge records, and should

also be familiar with their organisation's data entry requirements for constituent and relationship records. Before attending this class,

participants should attend the Fundamentals of Importing online class.



Importing Pledge and Installment Information (3 hours)

This three-hour instructor-led online class introduces participants to pledge and installment imports in The Raiser’s Edge. Through instructor-led

scenarios, class discussion, and hands-on practice, participants learn to import pledge gifts, installment schedules, and pledge payments. After

taking this course, participants will be able to create and update pledge gifts and related information using the Import feature.

Target Audience: This advanced-level course is designed for database administrators or other users who are responsible for importing

data to The Raiser’s Edge. Participants should have a working knowledge of Microsoft Excel® and Raiser's Edge records, and should also

be familiar with their organisation's data entry requirements for pledge gift records. Before attending this class, participants should attend

the Fundamentals of Importing online class.

Introduction to Query (2.5 hours)

This two-and-a-half-hour instructor-led distance learning class introduces participants to the query tools available in The Raiser’s Edge. This class

addresses the key differences between standard queries and query lists and situations where each type is appropriate. Through instructor-led

scenarios, class discussion, and hands-on practice in the sample database, participants learn to navigate the Query page and to create both a

simple standard query and a query list.

Prerequisites and Advanced Preparation: This beginner-level class is designed for users with little or no experience creating queries

and query lists in The Raiser’s Edge. Users who are responsible for creating queries and query lists will benefit from this class. Before

attending, participants should have a working knowledge of program navigation and record structure in The Raiser’s Edge.

Lists, Demographic, and Statistical Reports in The Raiser`s Edge (3 hours)

Summarize information useful in determining how, when, and where gifts were raised. You will learn to generate summary totals, percentages,

and averages of gifts or donors based on the fields you select to include in the report.

Target Audience: This course would benefit executives, development officers, and individuals responsible for analysing and monitoring any

aspect of their organisation’s fundraising success and day-to-day operations. Participants should have access to The Raiser’s Edge to practice.

Mail: Essentials (6 hours)

Discuss Mail in The Raiser’s Edge. Through instructor-led scenarios, class discussion, and hands-on practice in the sample data, learn to identify

mail types, create reusable parameter forms, and generate simple and conditional mail merges.

Target Audience: This class is designed for those with little or no experience creating mailings in The Raiser’s Edge. Users who are

responsible for generating envelopes, labels, and letters will benefit from this class. Before attending, participants should attend

The Raiser’s Edge: Essentials Part I class or have a working knowledge of program navigation, record structure, and data entry tasks in

The Raiser’s Edge. Participation in class exercises requires prior installation of The Raiser’s Edge sample database.

Continued



Mail: Beyond Essentials – Donor Acknowledgement Letters and Receipts (4 hours)

Build on your basic mail skills of setting mail parameters and building both simple and conditional mail merges. Further develop the skills

you already have and learn how to create, update, and run donor acknowledgement letters and receipts, using the function of Mail.

Observe and practice a variety of tasks associated with these functions.

Target Audience: In order to attend this class, participants should be familiar with concepts of Mail in The Raiser’s Edge, specifically,

setting up a mail parameter and creating both conditional and simple mail merges. As donor acknowledgement letters and receipts are

based on gifts, a basic understanding of the fields on a gift record is also beneficial. Access to both The Raiser’s Edge sample database

and Microsoft Word® are needed for attendees to fully participate in the ample practice opportunities provided in this class.

Continued

Managing Campaigns, Funds, and Appeals (5 hours)

Learn how to set up a campaign, fund, and appeal structure to easily support, track, and report on your fundraising initiatives. You will

also learn how to set up relationships between campaigns, funds, and appeals that encourage accurate gift entry. Please plan for the

class to last six hours, as we allow one hour for lunch.

Target Audience: This class is designed for those responsible for setting up, monitoring, and reporting on campaigns, funds, and

appeals in The Raiser's Edge. We recommend attending The Raiser's Edge: Essentials Part I and The Raiser's Edge: Essentials Part II

prior to attending this class. We also recommend that attendees be knowledgeable about their organisation's fundraising structure and

reporting needs.

Managing Constituent Contact Information (2 hours)

This two-hour instructor-led online class focuses on storing constituent contact information in The Raiser's Edge. Through instructor-led

scenarios, class discussion, and hands-on practice in the sample data, participants learn how to use address records to track personal

and business address, phone, email, and website information. After taking this course, participants will be able to manage multiple

addresses for constituents.

Prerequisites and Advanced Preparation: This beginner-level class is designed for users responsible for maintaining constituent

contact information. Before attending, participants should attend the Managing Constituent Records online class or have a working

knowledge of constituent records in The Raiser's Edge.

Managing Constituent Records (2 hours)

This two-hour instructor-led online class focuses on storing basic constituent data in The Raiser's Edge. Through instructor-led scenarios,

class discussion, and hands-on practice in the sample data, participants learn how to create and update constituent records for

individuals and organisations. After taking this course, participants will be able to search for and maintain records for constituents.



Continued

Managing Constituent Relationships (2 hours)

This two-hour instructor-led online class focuses on storing data for constituent relations in The Raiser's Edge. Through instructor-

led scenarios, class discussion, and hands-on practice in the sample data, participants learn how to create relationship records for

constituents. After taking this course, participants will be able to track personal and business relationships for constituents.

Prerequisites and Advanced Preparation: This beginner-level class is designed for users responsible for maintaining constituent

relationship data. Before attending, participants should attend the Managing Constituent Records online class or have a working

knowledge of constituent records in The Raiser's Edge.

Managing Memberships (4 hours)

Efficiently manage your membership program using the RE:Member additional module. You will learn about the options available

for setting up membership programs, tracking and managing memberships, producing membership cards and renewal notices, and

generating various membership reports.

Target Audience: This class is designed for users who manage membership programs in The Raiser’s Edge, including program setup and

the daily activities related to member data entry, relationship management, and membership activity management. Previous experience

using The Raiser’s Edge is necessary.

Managing Pledge Gifts (2 hours)

This two-hour instructor-led online class focuses on recording pledge gifts in The Raiser's Edge. Through instructor-led scenarios, class

discussion, and hands-on practice in the sample data, participants learn how to create and update gift records for pledges. After taking

this course, participants will be able to manage pledge gifts in The Raiser's Edge.

Target Audience: This beginner-level class is designed for users responsible for tracking pledge gifts. Before attending, participants

should attend the Managing Cash and Gift-in-Kind Gifts online class or have a working knowledge of gift entry in The Raiser's Edge.

Managing Prospects (2 hours)

Cover the RE: Search optional module through the use of instructor-led scenarios, class discussions, and customer practices in the sample

database, and discover how to enter prospect data such as financial information, interests, and proposals in The Raiser's Edge. Also learn

how to link existing gifts to the proposals that generated them in order to later analyse the success of your prospect research program.

Target Audience: This class covers the RE: Search optional module. To attend, participants should have the RE: Search module, and want to

use it in their prospect research process. Individuals who enter prospect data or record gifts resulting from proposals will benefit from this class.

Attendees should be familiar with basic navigation and record structure in The Raiser's Edge. Access to The Raiser’s Edge sample database is

necessary for attendees to fully participate in the practices provided in the class.



Continued

Managing Solicitors (6 hours)

This one-day class is for those who would like to know more about actively soliciting donations using The Raiser’s Edge. Participants will

learn how to effectively use The Raiser’s Edge to satisfy solicitor management needs and take their current solicitor management system

to the next level.

Target Audience: This class is designed for those who use or plan to use The Raiser’s Edge to manage some aspect of a formalised

solicitor program. We recommend attendees complete The Raiser’s Edge: Essentials Parts I and The Raiser’s Edge: Essentials II

prior to attending this class.

Managing Tributes (2 hours)

Designed to help you manage honoured and memorialised constituents, this class includes setting up multiple tributes for constituents,

entering tribute acknowledgees as relationships, and preparing tribute mailings and reports.

Target Audience: Individuals responsible for managing tribute information would find this course useful. Completion of any Raiser's Edge

class or working knowledge of The Raiser's Edge is required. To complete class exercises, participants should have The Raiser's Edge

sample database installed.

Moves Management (3 hours)

Do you visit prospects, create proposals, and solicit and cultivate donors? Learn how to design cultivation strategies with the moves

management-like action tracks, track prospect data, assign solicitors to prospects, and report on your goals and solicitor performance.

Target Audience: This course would benefit executives, development officers, and other individuals involved in constituent relationship

management who are responsible for creating a strategy in The Raiser's Edge. A working knowledge of the program and access to it is

recommended for maximum benefits.

Pivot Report Essentials in The Raiser's Edge (2 hours)

This two-hour instructor-led distance learning class focuses on creating interactive and flexible reports in The Raiser's Edge for data

analysis. Through a series of instructor-led scenarios, class discussion, and hands-on practice in the sample data, participants will learn

how to customise reports and create summaries that include drag and drop functionality. After taking this class, participants will be able to

design analytical reports that meet a variety of needs.

Target Audience: This class is designed for users with little or no experience creating pivot reports in The Raiser's Edge. Users

responsible for building flexible reports for a variety of audiences will benefit from attending. Before attending, participants should attend

The Raiser's Edge: Essentials Part I and The Raiser's Edge: Essentials Part II or have a working knowledge of record structure

and Query in The Raiser's Edge. Experience with Microsoft Excel is highly encouraged. To utilise Pivot Report functionality in The Raiser's

Edge, you must have Microsoft Excel 2000 or higher installed.



Continued

Policy and Procedures for Constituent Data Entry (3 hours)

This class focuses on constituent data entry issues such as donor coding and address, relationships, and contact management.

Policy and Procedures for Gift Management (3 hours)

This class focuses on the records that support your fundraising structure and the gift records associated with them. You will learn key

considerations when setting up campaigns, funds and appeals, and when gifts are entered and processed.

Policy and Procedures for Constituent Records (3 hours)

This class focuses on entering donor coding, address, relationship, and contact management information into constituent records.

Policy and Procedures for Configuration and Administration (2 hours)

In this class you will learn key considerations when configuring the program and performing routine database maintenance tasks.

Policy and Procedures for Data Processing and Retrieval (2 hours)

In this class you will learn key considerations for the processing and retrieval of data using Query, Export, Reports, and Mail functions.

Policy and Procedures for Fundraising Structure and Gifts Records (3 hours)

This class focuses on the records that support organizations’ fundraising structure and the gift records associated with them. Participants

will learn about key considerations for setting up campaigns, funds, and appeals, and when to enter and process gifts.

The following courses are part of the Policies and Procedures series that deals with the documentation and maintenance of policies and

procedures for The Raiser's Edge. While not required, attendees are encouraged to attend all classes in the series for a comprehensive view

of the entire documentation process including 1) constituent data entry, 2) gift management, 3) configuration and administration, and 4) data

processing and retrieval.

Target Audience: These classes are designed for individuals in charge of developing, enforcing, and managing a set of operating rules for

The Raiser's Edge. Participation in class exercises requires prior installation of The Raiser's Edge sample database.

Query: Essentials (3 hours)

Cover the fundamental concepts of query design and how to translate those ideas to The Raiser’s Edge. Through the use of instructor-led

scenarios, class discussions, and hands-on practices in the sample database, learn to navigate within Query, select the correct type and

format for your queries, and build basic queries including the operator and summary criteria.

Target Audience: This course is designed for users of The Raiser’s Edge with little or no experience with Query. Users who have never

created a query or who have experienced trouble creating the queries they need, will benefit from this class. Because queries are based

on records, attendees should be familiar with basic record functionality in The Raiser’s Edge. Participation in class exercises requires prior

installation of The Raiser’s Edge sample database.



Continued

Query: Beyond Essentials (3 hours)

Build on the fundamental concepts of the Query: Essentials class. Further develop your existing skills to include multiple criteria and merging

queries. Through the use of instructor-led scenarios, class discussions, and customer practices in the sample database, learn how to use

combining operators and parentheses to define queries with multiple criteria. You will also learn how to simplify the process of creating

complex queries by combining existing queries to create a new merged query.

Target Audience: This class is an extension of the Query: Essentials class. To attend, participants should understand the basic concepts

of Query in The Raiser's Edge. Specifically, attendees should be familiar with navigation in Query, basic query terminology, and creation of

simple queries. Because queries are based on record fields, a general understanding of records is beneficial. Access to The Raiser’s Edge

sample database is necessary for attendees to fully participate in the practices provided in the class.

System Security (1 hour)

This one-hour instructor-led online class focuses on defining user rights to The Raiser’s Edge. Through instructor-led scenarios and class

discussion, participants learn how to align program rights with job responsibilities. After taking this course, participants will be able to adopt a

systematic approach to creating security groups and user accounts.

Target Audience: This class is designed for database administrators and other users responsible for granting rights in The Raiser’s Edge. To

attend, participants should have a working knowledge of program navigation and record structure in The Raiser's Edge.

Tracking Constituent Attributes, Notes, and Media (2 hours)

This two-hour instructor-led online class focuses on storing custom data for constituents in The Raiser's Edge. Through instructor-

led scenarios, class discussion, and hands-on practice in the sample data, participants learn how to add attributes, notes, and media

records to constituent records. After taking this course, participants will be able to store data that helps them manage and enhance their

relationships with constituents.

Prerequisites and Advanced Preparation: This beginner-level class is designed for users responsible for maintaining constituent records.

Before attending, participants should attend the Managing Constituent Records online class or have a working knowledge of constituent

records in The Raiser's Edge.

Reports and Dashboards: Essentials (3 hours)

Discuss how to use reports and dashboards to analyse and present your data from The Raiser’s Edge. Through the use of instructor-led

scenarios, class discussions, and hands-on practices in the sample database, learn to design and run a variety of reports and dashboards. As

part of the process, select the records included in, identify the fields that display on, and define formatting for reports and dashboards.

Target Audience: This course is designed for users of The Raiser’s Edge with little or no experience creating reports and dashboards. Users

with questions about defining parameter files will benefit from the opportunity to practice creating reports and dashboards. Because reports

and dashboards are based on record fields, attendees should be familiar with the basic record structure in The Raiser’s Edge. Participation in

class exercises requires prior installation of The Raiser’s Edge sample database.



Tracking Moves Management Information (4 hours)

This four-hour instructor-led distance learning class covers how to track moves management information using standard Raiser’s Edge

functionality. Through instructor-led scenarios, class discussion, and hands-on practice in the sample database, participants learn where

to store moves management information without the RE:Search™ module.

Prerequisites and Advanced Preparation: This class is designed for Raiser's Edge users who are responsible for the moves management

process but do not have the RE:Search module. Users who are responsible for tracking information related to identification, qualification,

cultivation, solicitation, and stewardship of their constituents in The Raiser's Edge will benefit from this class. Before attending this class,

participants should be familiar with constituent records and the moves management processes at their organization.

Tracking Moves Management Information with RE:Search™ (4 hours)

This four-hour instructor-led distance learning class covers how to track moves management information using RE:Search. Through

instructor-led scenarios, class discussion, and hands-on practice in the sample database, participants learn how to store moves

management information on the Prospect tab of a constituent record.

Prerequisites and Advanced Preparation: This class is designed for Raiser's Edge users who are responsible for the moves management

process and tracking information using the RE:Search module. Users who are responsible for tracking information related to identification,

qualification, cultivation, solicitation, and stewardship of their constituents in The Raiser's Edge will benefit from this class. Before attending

this class, participants should be familiar with constituent records and the moves management processes at their organization.

Volunteer: Essentials (3 hours)

Focus on the data entry and record structure in the RE: Volunteer optional module. Through the use of instructor-led scenarios, class

discussions, and customer practices in the sample database, discover how to set up volunteer and job records, assign volunteers to

jobs, track availability and interests, and produce volunteer reports in The Raiser’s Edge. In addition to the content covered during class,

class materials contain information on additional aspects of volunteer management and functionality in The Raiser’s Edge provided for

participant’s reference.

Target Audience: This class covers the RE: Volunteer optional module. To attend, participants should have the RE: Volunteer module, and want

to use it in their volunteer management. Individuals responsible for entering and tracking volunteer and assignment data will benefit from the class.

Attendees should be familiar with basic navigation and record structure in The Raiser's Edge. Access to The Raiser’s Edge sample database is

necessary for attendees to fully participate in the practices provided in the class.

Working with Standard Queries (2 hours)

This two-hour instructor-led distance learning class focuses on building standard queries in The Raiser’s Edge. Through instructor-led

scenarios, class discussion, and hands-on practice in the sample database, participants learn to build a dynamic query, select multiple

criteria fields using the AND/OR combining operators, create a static query, and refresh the results of a static query.

Prerequisites and Advanced Preparation: This class is intended for users responsible for creating standard queries in The Raiser’s

Edge. Participants should know how to navigate the Query page and create simple standard queries. They should also be familiar with

basic query terminology and records in The Raiser’s Edge. Before attending this class, participants should attend the Introduction to

Query distance learning class.

To learn more about Blackbaud’s Training, visit www.blackbaud.com.au or contact your Blackbaud account representative.

Documents

Training Without the Travel - Blackbaud · Target Audience: This class is designed for individuals responsible for processing mailings and for analysing, reporting, and manipulating