How to Keep Training on Stage

673 views
613 views

Published on

bbcon 2013

Published in: Technology, Business
0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total views
673
On SlideShare
0
From Embeds
0
Number of Embeds
0
Actions
Shares
0
Downloads
22
Comments
0
Likes
0
Embeds 0
No embeds

No notes for slide

How to Keep Training on Stage

  1. 1. 10/7/2013 #bbcon 1 How to Keep Training on Stage PRESENTED BY JENNY KLEINTOP, ABINGTON HEALTH FOUNDATION LISA BIDEY, ABINGTON HEALTH FOUNDATION
  2. 2. 10/7/2013 #bbcon 2 WHAT WE WILL COVER When training comes into play Training options Learning styles and engagement Who to involve and when Making it fun How to empower them Do it right so they get it TRAIN TO GAIN
  3. 3. 10/7/2013 #bbcon 3 • New staff on board • Implementing new functionality - Does everyone really need to be there • Discovering new or existing features - Yes we covered that, but let’s talk about it again - Yes they will think it is “new” even though its been there for years • Reviewing business policies & processes • How-To • Refreshers - Result of audits, user requests, data integrity challenges • Short and sweet sometimes does the trick WHEN TRAINING COMES INTO PLAY
  4. 4. 10/7/2013 #bbcon 4 HAVE THEM TELL YOU – IF ONLYS • Track event attendance and registrations for all events. • Pull mailing data for solicitations with greater ease. • Give me reports each quarter for the dashboard. • Have desktop event updates. • Remind me when grant reports and resubmits are due. • Assist with prospect tracking and moves management. • Make it easy and timely to update mass data at once. • Avoid multiple records. • Keep a list of prospects. • Make everyday tasks more efficient to allow us to be ahead of the game to make time for growth rather than try to always catch up. “I COULD BE MORE EFFECTIVE AND EFFICIENT IN MY JOB IF ONLY THE SYSTEM COULD ____________”
  5. 5. 10/7/2013 #bbcon 5 • On-demand videos • Instructor-led online classes • Onsite training Blackbaud • Full time trainer • Part time trainer • No trainer, “other duties as assigned” In House • In person • Remote • One or many Consultants TRAINING OPTIONS Basic how-to Business policies & processes
  6. 6. 10/7/2013 #bbcon 6 Auditory Listening, Speaking Visual Images, Documents Group/ Non-Group Doing/ Hands-on DIFFERENT LEARNING STYLES
  7. 7. 10/7/2013 #bbcon 7 ENGAGE PEOPLE AT APPROPRIATE TIMES
  8. 8. 10/7/2013 #bbcon 8 As a general rule, my impression of technology is… It’s a good thing, as it makes my life easier. It’s a good thing, but sometimes makes my life difficult. Don’t really like it (or it doesn’t like me), but I see why it’s necessary. Actually, I don’t like it and wish we could do our jobs without it. DON’T BE AFRAID TO ASK QUESTIONS TO SEE WHO YOU ARE DEALING WITH
  9. 9. 10/7/2013 #bbcon 9 • Roll out of functionality • New features • As needed • Higher level • More visual • Shorter and to the point All Staff • Business practices & procedures • Bi-weekly • More detail • Tends to be longer, but don’t overdue it Super Users • How To • Refreshers • As needed • Format depends on person and need Small groups or one-on-one WHO TO INVOLVE AND WHEN
  10. 10. 10/7/2013 #bbcon 10 WHAT WOULD YOU DO… a) Stop and merge b) Write it down, merge it later c) Tell someone else d) Ignore it as it doesn’t pertain to who you are looking for e) Ignore it since you don’t merge
  11. 11. 10/7/2013 #bbcon 11 SUPER USERS Why you? What is “Super User” all about? How often meet Learn from each other Use each other – I don’t need to be your 1st stop Collaborative environment, yes you can have an opinion Ongoing support SET THE STAGE
  12. 12. 10/7/2013 #bbcon 12 MAKE IT FUN AND GET CREATIVE
  13. 13. 10/7/2013 #bbcon 13 All Staff • Surfboards • Teams • Accounting/ Fundraisers • Find in system games CDM Group • Cup w/ candy and fun squeeze toy • Special gadget at their desk to say thank you • Prize box after big accomplishment Keep them on their Toes • Throw it at them • Chocolates • Trinkets • Toys YES TRAINING CAN INCLUDE SOME FUN
  14. 14. 10/7/2013 #bbcon 14 MAPAPALOOZA
  15. 15. 10/7/2013 #bbcon 15 Tip of Week/Month Brown Bag Lunches Did you know emails…careful, don’t go crazy Hands on learning labs Get Creative TRAINING AGAIN, DO I HAVE TO?
  16. 16. 10/7/2013 #bbcon 16 LET THEM TRY AND EMPOWER THEM
  17. 17. 10/7/2013 #bbcon 17 LET THEM TRY EVEN IF YOU KNOW THEY MIGHT FAIL • Be patient • Let them see error message • Don’t give answer right away - Question: “Do I do this…” - Response: “Give it a try and see what happens” LET THEM DISCOVER IT EVEN IF ITS NOT “NEW” BUT THEY THINK IT IS • “There’s a nifty new ‘next step’ action for planning steps against proposals” - You want to say “Yes, I’ve been telling you for months!!!!!!” - Instead you say “Great find, way to lead the group”
  18. 18. 10/7/2013 #bbcon 18 DO IT RIGHT AND THEY WILL GET IT LET THEM TRAIN OTHERS • You don’t always have to be the trainer • Empower them to train others - Taught super users Action Tracks, one of them was so excited turned around and taught her boss • Super users training each other THEY START TO DEFEND THE SYSTEM “Why are we not using the system for that mailing” “We are doing all this work to maintain the system…use it” “We need to stop doing things manually” “Get your Actions/Appeals imported so we can see them on records”
  19. 19. 10/7/2013 #bbcon 19 KEEP AT IT, ONE DAY MAGIC 7 months after go live – “Gimme more….. I love RE” -Frontline Fundraiser 9 months after go live – “I love my Query/Export and rely on it for our leadership giving analysis. In my one-on-one I told her we have to rely on the system and be more automated.” - Frontline Fundraiser, the person who kept everything in Excel 1 year after go live – “Can you help me think through the query? I believe I need a constituent query and looked at one. Const. specific attribute comm._inclus. I think assigned package description would be “is one of” and then I would need Centennial, Platinum, Gold, Silver and Bronze. Am I on the right track?” - Frontline Fundraiser, the person who was afraid of databases AND YES IT COULD TAKE REPEATING AND MONTHS
  20. 20. 10/7/2013 #bbcon 20 TWEET ABOUT YOUR SESSION #KEEP TRAINING ON STAGE #FUNDRAISING SOLUTIONS #JENNY KLEINTOP / LISA BIDEY TRAIN TO GAIN Jenny Kleintop - jkleintop@amh.org Lisa Bidey - lbidey@amh.org

×