CUDAR Training 2016-2017

This course will give you detailed knowledge and hands-on experience for:

• Gift aid declarations
• Day book procedure and creating batches
• Destination and source codes
• Adding pledges, payment files, online batches and gift aid claims
• Recording gifts in kind and Canadian tax receipts

This course is designed to give you the foundation knowledge of what is held in Amicus and help you get started using it. It will cover:

• How to view and edit contact records
• Where to find employment, education, relationships, giving details and interests
• Recording actions and interactions
• An overview of the prospect solicitation cycle and how to complete contact reports
• How to create a contact records
• Corresponding with individuals
• How to view reports

This course will give you detailed knowledge and hands-on experience for:

• Gift aid declarations
• Day book procedure and creating batches
• Destination and source codes
• Adding pledges, payment files, online batches and gift aid claims
• Recording gifts in kind and Canadian tax receipts

Following completion of the Amicus Basics course, this session will give you give you detailed knowledge of:

• Creating an event, budgets, resources and sending invitations
• Managing bookings, dietary requirements and attaching documents
• Creating a guest list, name badges and attendee itineraries

This course covers the communications functionality within the Amicus system:

• Sending mass communications
• Corresponding with individuals or small groups
• Managing salutations and contact preferences
• Recording famous individuals, social media and CAM contributors
• Managing templates and managing the Communications working group

Following completion of the Amicus Basics course, this session will give you detailed knowledge of:

• Information held at prospect level
• How to create and edit the solicitation workflow stages
• What good looks like for contact reports
• How to access and create contact reports from your phone or tablet
• Wealth ratings and prospect research tools

Following completion of the Amicus Basics course, this session will give you detailed knowledge of:

• Information held at prospect level
• How to create and edit the solicitation workflow stages
• What good looks like for contact reports
• How to access and create contact reports from your phone or tablet
• Wealth ratings and prospect research tools

This course is designed to give you the foundation knowledge of what is held in Amicus and help you get started using it. It will cover:

• How to view and edit contact records
• Where to find employment, education, relationships, giving details and interests
• Recording actions and interactions
• An overview of the prospect solicitation cycle and how to complete contact reports
• How to create a contact records
• Corresponding with individuals
• How to view reports

Following completion of the Amicus Basics course, this session will give you detailed knowledge of:

• Information held at prospect level
• How to create and edit the solicitation workflow stages
• What good looks like for contact reports
• How to access and create contact reports from your phone or tablet
• Wealth ratings and prospect research tools

Following completion of the Amicus Basics course, this session will give you give you detailed knowledge of:

• Creating an event, budgets, resources and sending invitations
• Managing bookings, dietary requirements and attaching documents
• Creating a guest list, name badges and attendee itineraries

This course covers the communications functionality within the Amicus system:

• Sending mass communications
• Corresponding with individuals or small groups
• Managing salutations and contact preferences
• Recording famous individuals, social media and CAM contributors
• Managing templates and managing the Communications working group

This course is designed to give you the additional Amicus knowledge required to complete tasks actioned by the Database team. It will cover:

• How to update a deceased record
• How to merge records
• How to update gender changes
• How to add and update sticky notes

There will be time allocated at the end of the course for you to practice what you have learnt in the Amicus Basics course and apply it to Database Team tasks.

Following completion of the Amicus Basics course, this session will give you detailed knowledge of:

• Creating volunteers and opportunities
• Assigning volunteers to an opportunity and document checks
• Creating a board or committee
• Withdrawing or deactivating a volunteer
• Coding a speaker
• Creating an alumni group, updating alumni group records and the governance process

On completion of Amicus training, you will need to enrol on an assessment course. You will need to complete a maximum of 3 scenarios within Amicus. This will ensure you are comfortable and confident using the system in preparation for when we go live. It's not a scary test - remember:

• You can bring your training notes
• A trainer will be on hand to answer any questions

On completion of Amicus training, you will need to enrol on an assessment course. You will need to complete a maximum of 3 scenarios within Amicus. This will ensure you are comfortable and confident using the system in preparation for when we go live. It's not a scary test - remember:

• You can bring your training notes
• A trainer will be on hand to answer any questions

This course gives you a high level overview of the Amicus system with some hands-on experience for the following:

• How to log in and log out
• How to personalise your dashboard
• How to view reports

Following completion of the Amicus Basics course, this session will give you detailed knowledge of:

• Information held at prospect level
• How to create and edit the solicitation workflow stages
• What good looks like for contact reports
• How to access and create contact reports from your phone or tablet
• Wealth ratings and prospect research tools

Following completion of the Amicus Basics course, this session will give you detailed knowledge of:

• Information held at prospect level
• How to create and edit the solicitation workflow stages
• What good looks like for contact reports
• How to access and create contact reports from your phone or tablet
• Wealth ratings and prospect research tools

This course is designed to get started in using Amicus. It will cover:

• An overview of the functional areas in the system
• Navigation and searching for records
• How to update contact records
• How to create Actions and Interactions
• Adding reports to your dashboard

This course is designed to get started in using Amicus. It will cover:

• An overview of the functional areas in the system
• Navigation and searching for records
• How to update contact records
• How to create Actions and Interactions
• Adding reports to your dashboard

The Effective Meetings course is ideal for anyone who participates and/or leads meetings on a regular basis. The course covers:

• Understanding different types of meetings i.e. purpose and implication
• Understanding things that can typically go wrong in meetings
• Techniques for managing meetings and ways to apply chairing skills
• Tips on how to keep a meeting on track
• The four F's (focus, friendship, facilitation and feedback) and applying them
• Harnessing different personality styles to best achieve outcomes
• Managing upwards in meetings
• Individual action plan to apply the learning

This is a bespoke 1-2-1 session with an Amicus trainer. The agenda is yours!

The Effective Meetings course is ideal for anyone who participates and/or leads meetings on a regular basis. The course covers:

• Understanding different types of meetings i.e. purpose and implication
• Understanding things that can typically go wrong in meetings
• Techniques for managing meetings and ways to apply chairing skills
• Tips on how to keep a meeting on track
• The four F's (focus, friendship, facilitation and feedback) and applying them
• Harnessing different personality styles to best achieve outcomes
• Managing upwards in meetings
• Individual action plan to apply the learning

This is a bespoke 1-2-1 session with an Amicus trainer. The agenda is yours!