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Amicus Training

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Amicus Training course timetable

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Mon 13 Feb 2017 – Wed 17 May 2017

February 2017

Mon 13	Amicus for Fundraisers and Prospect Information Team Finished 09:30 - 16:00 Great Ouse Meeting Room, Suite 1, CUDAR office 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
Tue 14	Amicus Basics Finished 09:30 - 16:00 Great Ouse Meeting Room, Suite 1, CUDAR office 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
Wed 15	Amicus for Fundraisers and Prospect Information Team Finished 09:30 - 16:00 Great Ouse Meeting Room, Suite 1, CUDAR office 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
Thu 16	Amicus Events Finished 09:30 - 12:30 Great Ouse Meeting Room, Suite 1, CUDAR office 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
	Amicus Communications Finished 14:00 - 16:00 Great Ouse Meeting Room, Suite 1, CUDAR office 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
Fri 17	Amicus for Database Team Finished 11:00 - 12:00 Great Ouse Meeting Room, Suite 1, CUDAR office 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.
Mon 20	Amicus Volunteers Finished 09:30 - 12:30 Great Ouse Meeting Room, Suite 1, CUDAR office 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
	Amicus Assessment POSTPONED 11:00 - 12:00 Cambridge University Development and Alumni Relations, Training Room Suite 2 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
	Amicus Assessment POSTPONED 13:00 - 14:00 Cambridge University Development and Alumni Relations, Training Room Suite 2 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
	Amicus Overview Finished 14:00 - 15:00 Great Ouse Meeting Room, Suite 1, CUDAR office 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
Tue 21	Amicus for Fundraisers and Prospect Information Team Finished 09:30 - 16:00 Great Ouse Meeting Room, Suite 1, CUDAR office 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
Thu 23	Amicus for Fundraisers and Prospect Information Team Finished 09:30 - 16:00 Great Ouse Meeting Room, Suite 1, CUDAR office 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
Fri 24	Amicus for New Users Finished 10:00 - 12:00 Cambridge University Development and Alumni Relations, Training Room Suite 2 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

March 2017

Thu 9

Amicus for New Users

Finished 10:00 - 12:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

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

April 2017

Wed 12	Effective Meetings Finished 12:00 - 13:30 Great Ouse Meeting Room, Suite 1, CUDAR office 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
Wed 26	Amicus 1-2-1 training for cutover Finished 11:00 - 12:00 Cambridge University Development and Alumni Relations, Training Room Suite 2 This is a bespoke 1-2-1 session with an Amicus trainer. The agenda is yours!
	Effective Meetings Finished 12:00 - 13:30 Great Ouse Meeting Room, Suite 1, CUDAR office 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
	Amicus 1-2-1 training for cutover Finished 15:00 - 16:00 Cambridge University Development and Alumni Relations, Training Room Suite 2 This is a bespoke 1-2-1 session with an Amicus trainer. The agenda is yours!
Thu 27	Facilitation Skills Finished 09:30 - 17:00 Sidgwick Site, Lecture Block Room 6 (2nd floor) The Facilitation Skills workshop is ideal for anyone leading work to deliver significant change to current working practices and/or with a need to harness business decisions from a diverse working group. The full day workshop includes: Understanding the role of the facilitator and when to use facilitation Understanding the different approaches to facilitation Awareness of key attitudes and behaviours needed to facilitate effectively Reviewing and practising the basic skills needed to facilitate effectively Understanding the importance of team dynamics in facilitation Becoming familiar with the key tools and techniques that can be used in facilitation
Fri 28	Amicus 1-2-1 training for cutover Finished 10:00 - 11:00 Cambridge University Development and Alumni Relations, Training Room Suite 2 This is a bespoke 1-2-1 session with an Amicus trainer. The agenda is yours!

May 2017

Mon 8	Amicus 1-2-1 training for cutover Finished 15:00 - 16:00 Cambridge University Development and Alumni Relations, Training Room Suite 2 This is a bespoke 1-2-1 session with an Amicus trainer. The agenda is yours!
Wed 10	Amicus Overview Finished 14:00 - 15:00 Cambridge University Development and Alumni Relations, Training Room Suite 2 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
Thu 11	Amicus 1-2-1 training for cutover Finished 10:00 - 11:00 Cambridge University Development and Alumni Relations, Training Room Suite 2 This is a bespoke 1-2-1 session with an Amicus trainer. The agenda is yours!
Fri 12	Amicus 1-2-1 training for cutover Finished 14:00 - 15:00 Cambridge University Development and Alumni Relations, Training Room Suite 2 This is a bespoke 1-2-1 session with an Amicus trainer. The agenda is yours!
Wed 17	Amicus Overview Finished 14:00 - 15:00 Cambridge University Development and Alumni Relations, Training Room Suite 2 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