Amicus Training course timetable

• To explain the relationship between resilience, stress and pressure
• To help spot stress symptoms in yourself and your direct reports
• To identify barriers to resilience and causes of stress (work & home)
• To support you in addressing barriers to resilience in your staff and providing them with appropriate support, at the same time, enhancing their performance and that of your team
• To explore how your management style may impact on the resilience of your team
• To prepare an action plan to enhance the resilience of your team

• To highlight the resources available to boost your own resilience to equip you for a range of challenging situations
• To measure and explore own resilience levels and coping styles using the outputs of the i-resilience tool
• To expand upon and practice a range of coping skills covering the areas of Mind, Body and Spirit
• To prepare a personal action plan to increase your own resilience

• To highlight the resources available to boost your own resilience to equip you for a range of challenging situations
• To measure and explore own resilience levels and coping styles using the outputs of the i-resilience tool
• To expand upon and practice a range of coping skills covering the areas of Mind, Body and Spirit
• To prepare a personal action plan to increase your own resilience

This session includes:

• An introduction to Amicus, why we're changing systems and the journey so far
• A demo of the system
• What's happening in the next few months
• Opportunity to ask any questions

This session includes:

• An introduction to Amicus, why we're changing systems and the journey so far
• A demo of the system
• What's happening in the next few months
• Opportunity to ask any questions

This course covers the foundation knowledge required to get you started using Amicus. The following topics are covered in the course:

• An overview of Amicus and it's uses
• How to log in and navigate
• Viewing contact and prospect records
• How to update biographical details
• Writing letters and emails
• Managing contact preferences
• How to run reports

This course covers the system steps involved in creating and maintaining:

• Alumni groups
• Boards
• Committees

This course covers the system steps required to add actions in Amicus:

• Adding an action
• Assigning actions
• Reminders
• Completing actions

This course covers the prospect management functionality within Amicus:

• Identifying a prospect
• Adding and editing wealth ratings
• Adding due diligence data

This course will go through the system steps to creating a volunteer in Amicus:

• How to create volunteers and opportunities and activities
• Assigning volunteers to an opportunity and document checks
• Creating a board or committee
• Withdrawing or deactivating a volunteer
• Overview of coding a speaker

This course covers the mass communications functionality within the Amicus system:

• How many users can be part of mass communications
• How to set up a mass communications
• Using communication templates
• Managing salutations and contact preferences

This course covers the yellow box search functionality within Amicus:

• Creating simple data searches using yellow box searches
• Saving a search
• Transferring search data to a report
• Reporting rules and best practice

This course covers the system steps required to add actions in Amicus:

• Adding an action
• Assigning actions
• Reminders
• Completing actions

This course covers the system steps to adding and recording correspondence with individuals in Amicus:

• Writing a letter through Amicus
• Writing an email through Amicus
• Recording correspondence from individuals within Amicus

This course covers the system steps required for updating deceased or gone-away information:

• Updating a record with deceased information
• Updating a record with gone-away information

This course covers the system steps to add a new contact record in Amicus:

• Create a contact
• Updating core biographical information
• Primary and secondary categories
• Data protection essentials

This course covers the system steps required to add actions in Amicus:

• Adding an action
• Assigning actions
• Reminders
• Completing actions

This course covers the system steps required to add actions in Amicus:

• Adding an action
• Assigning actions
• Reminders
• Completing actions

This course covers the system steps to add or edit biographical data in Amicus:

• Adding and editing addresses
• Adding and editing email and phone numbers
• Updating primary contact details
• Adding and editing other biographical information

This course covers the system steps involved in creating solicitation cycles. The course gives you hands on experience of adding details for:

• Setting up a solicitation cycle
• Adding a purpose
• Adding a fundraiser
• Adding a strategy
• Requesting due diligence

This course covers the yellow box search functionality within Amicus:

• Creating simple data searches using yellow box searches
• Saving a search
• Transferring search data to a report
• Reporting rules and best practice