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Expert-led tech training designed for nonprofits and libraries. What will you learn next?

Data Analytics for Nonprofits

Data Analytics for Nonprofits

Are you looking for ways to collect and utilize data more effectively at your organization? In this two-course track, experts from Rootid and UpMetrics will help you learn more about what data analytics is and how to better use data to drive action and make impact.

Data Analytics for Nonprofit Staff 101 will provide you a solid foundation of understanding around data analytics. In Data Analytics for Nonprofit Staff 201, we will get into more detail about how to put these concepts into action.

Learn more about each course from the links below.

Data Analytics for Nonprofit Staff 101: Introduction to Data Analytics
Data Analytics for Nonprofit Staff 101: Introduction to Data Analytics
Data Analytics for Nonprofit Staff 201: Understanding Data Analytics
Data Analytics for Nonprofit Staff 201: Understanding Data Analytics
Project Management Basics

Project Management Basics

You may not have the formal title of “project manager”, but may be doing the actual work of project management in your organization and want to know how to do this work better. Or you may be considering becoming a project manager in the future, or simply be curious about how project management practices can help your delivery. This introductory track of courses is designed for individuals with little to no experience of formal project management. We will look at what project management is all about, and why we need project management for the successful completion of projects

Project Management Basics 101
Project Management Basics 101
Project Management Basics 201
Project Management Basics 201
Organizing Your Remote Working Team

Organizing Your Remote Working Team

Remote working has become essential overnight, and it is transforming the future of companies. In this track, we'll go over tools and best practices to help you set you and your team up for success.

In Remote Working 101, we'll help you map out your digital needs for your work and, of course, communicate effectively through Microsoft Teams. Most importantly, you'll learn how to add some socialization into your day!

In Remote Working 201, we'll map out how to structure your team's virtual workflow and, most importantly, how to communicate effectively with your remote team. We'll explore the setup of a sample project on Microsoft Teams and how you can apply this to your organization. Lastly, we'll look at techniques for building creative collaboration and how to expand your world while working remotely.

Organizing Your Remote Working Team 101
Organizing Your Remote Working Team 101
Organizing Your Remote Working Team 201
Organizing Your Remote Working Team 201
Ask the Expert - Organizing Your Remote Work with Microsoft Teams (Recording)
Ask the Expert - Organizing Your Remote Work with Microsoft Teams (Recording)
Creating an Engaging Virtual Event, Meeting, or Conference

Creating an Engaging Virtual Event, Meeting, or Conference

Get ready to produce engaging, fun, and informative virtual events in this 3 course track! Planning a digital event is an exciting opportunity to engage audiences far and wide. 

In the 101 course, you’ll learn the basics of setting up a digital event, as well as how to make the experience interactive for your audience. Learn how to use video conferencing platforms, and best tips and tricks for staffing, budgets and evaluations.

In the 201 course, we will look at how to create, build and manage a more complex event. We will explore best practices for creating a seamless audience experience from hearing about the event to post-event connections. 

In the Ask the Expert, Mart will answer all your virtual event questions while tapping into her 15 year of experience in the industry. She’ll also have a ton of tips and tricks to help make your events a huge success.

Creating an Engaging Virtual Event, Meeting or Conference 101
Creating an Engaging Virtual Event, Meeting or Conference 101
Creating an Engaging Virtual Event, Meeting, or Conference 201
Creating an Engaging Virtual Event, Meeting, or Conference 201
Ask the Expert - Producing Virtual Events, Meetings, or Conferences Using Teams (Recording)
Ask the Expert - Producing Virtual Events, Meetings, or Conferences Using Teams (Recording)
Grant Writing and Management

Grant Writing and Management

Many nonprofits and libraries are interested in attracting grant funding to help support their work. But navigating the grant world can seem mysterious and overwhelming. Without the money to hire experts, how can your organization understand the grantseeking process and prepare to succeed?

This track consists of five courses that are like a "starter kit" for grant writing. They will help set you up for success in your grant seeking process. Explore the learning objectives to see what each course provides.

To view course descriptions view the track content and go to the bottom of the page.

Grant Writing and Management 101 - What Grant Writing & Management Is All About
Grant Writing and Management 101 - What Grant Writing & Management Is All About
Grant Writing and Management 102 - Assessing Your Organization's Grant Readiness
Grant Writing and Management 102 - Assessing Your Organization's Grant Readiness
Grant Writing and Management 201 - Developing Your Grant Proposal Narrative
Grant Writing and Management 201 - Developing Your Grant Proposal Narrative
Grant Writing and Management 202 - Developing Your Grant Proposal Budget and Administrative Pieces
Grant Writing and Management 202 - Developing Your Grant Proposal Budget and Administrative Pieces
Grant Writing and Management 203 - Targeting Your Proposal Package to the Right Prospective Funders
Grant Writing and Management 203 - Targeting Your Proposal Package to the Right Prospective Funders
Teams for Nonprofits - Collaboration Tools

Teams for Nonprofits - Collaboration Tools

Did you know that using Microsoft Teams, you can setup and run live events, participate in conversations, like or save important ones, mention specific people so they see your message, and even edit a file that’s been added to the conversation? Want to know more?

Ask the Expert - Using Teams (Recording)
Ask the Expert - Using Teams (Recording)
Teams 101 - Getting Started
Teams 101 - Getting Started
Teams 201 - Using Advanced Functions
Teams 201 - Using Advanced Functions
Teams (en Español)

Teams (en Español)

Teams es una herramienta excelente para colaborar en forma virtual. Permite la comunicación y colaboración virtual en forma efectiva. Este serie le hará posible trabajar por medio de Teams para llevar a cabo efectivamente la misión de su organización.

Esta grupo de cursos es posible gracias a Microsoft.

Teams 101 - Introducción (en Español / in Spanish)
Teams 101 - Introducción (en Español / in Spanish)
Teams 201 - Funciones Avanzadas (en Español / in Spanish)
Teams 201 - Funciones Avanzadas (en Español / in Spanish)
Guía: Cómo ejecutar reuniones remotas eficaces con Teams (en Español / in Spanish)
Guía: Cómo ejecutar reuniones remotas eficaces con Teams (en Español / in Spanish)
Teams for Nonprofits - Ask the Expert Sessions

Teams for Nonprofits - Ask the Expert Sessions

Do you have questions about how to use Teams effectively? Or how to organize your team, setup meetings, communication channels, share and edit files using Teams? These Q&A sessions will help.

They include the live sessions or recordings, resources and Q&A headed by our experts. Enjoy!

Ask the Expert - Using Teams (Recording)
Ask the Expert - Using Teams (Recording)
Ask the Expert - Security During Online Collaboration with Teams (Recording)
Ask the Expert - Security During Online Collaboration with Teams (Recording)
Ask the Expert - Organizing Your Remote Work with Microsoft Teams (Recording)
Ask the Expert - Organizing Your Remote Work with Microsoft Teams (Recording)
Excel for Nonprofits - Data Management and Reporting with Pivot Tables and more

Excel for Nonprofits - Data Management and Reporting with Pivot Tables and more

Learn to use Excel efficiently. Starting with the basics in the Excel 101 course to advanced concepts in the Excel 201 course. If you need to analyze data, filter it, sort it, and simplify it to make decisions, Excel is an excellent tool.

Excel 101 - Learn the Basics
Excel 101 - Learn the Basics
Excel 102 - Editing and Formatting Text
Excel 102 - Editing and Formatting Text
Excel 103 - Designing Your Worksheets
Excel 103 - Designing Your Worksheets
Excel 104 - Using Formulas, Functions and Calculations
Excel 104 - Using Formulas, Functions and Calculations
Excel 105 - Using Functions to Format Text
Excel 105 - Using Functions to Format Text
Excel 106 - Formatting and Analyzing Charts
Excel 106 - Formatting and Analyzing Charts
Excel 201 - Advanced Methods
Excel 201 - Advanced Methods
Ask the Expert - Excel Pivot Tables (Event Recording)
Ask the Expert - Excel Pivot Tables (Event Recording)
Excel (en Español)

Excel (en Español)

Aprenda a usar Excel eficientemente. Comenzando con lo básico en el curso Excel 101 a conceptos avanzados en el curso Excel 106. Si usted necesita analizar datos, filtrarlos, ordenarlos, y simplificarlos para hacer decisiones, Excel es una excelente herramienta.

Excel 101- Introducción: Aprenda lo Básico (en Español / in Spanish)
Excel 101- Introducción: Aprenda lo Básico (en Español / in Spanish)
Excel 102 - Editar y Formatear Texto (en Español / in Spanish)
Excel 102 - Editar y Formatear Texto (en Español / in Spanish)
Excel 103 - Diseño de hojas de trabajo (en Español / in Spanish)
Excel 103 - Diseño de hojas de trabajo (en Español / in Spanish)
Excel 104 - Uso de fórmulas, funciones y cálculos (en Español / in Spanish)
Excel 104 - Uso de fórmulas, funciones y cálculos (en Español / in Spanish)
Excel 105 - Uso de funciones para formatear texto (en Español / in Spanish)
Excel 105 - Uso de funciones para formatear texto (en Español / in Spanish)
Excel 106 - Formato y análisis de gráficos (en Español / in Spanish)
Excel 106 - Formato y análisis de gráficos (en Español / in Spanish)
Mastering Your New CRM/Database: Migration & Beyond

Mastering Your New CRM/Database: Migration & Beyond

You might be moving from using Excel spreadsheets into your first real database. Or you may be moving from a system that your organization has outgrown into a shiny new CRM. Moving into a new database can be expensive, risky, and time-consuming. And after all this hard work, it's not over yet! The first six months after your migration are critical to getting a good return on your investment.

This course track will help you:

  • Understand the ins and outs of a migration project and do your part to keep the work moving along on time and on budget.
  • Focus on the right things and develop a concrete plan to manage your new system effectively
201 Database and CRM Migration - Prepare for Your Big Move
201 Database and CRM Migration - Prepare for Your Big Move
202 Getting a Good Return on Your CRM Investment
202 Getting a Good Return on Your CRM Investment
Ask the Expert - CRM/Database Migration & Beyond (Recording)
Ask the Expert - CRM/Database Migration & Beyond (Recording)
Email Marketing for Nonprofits and Libraries Bundle

Email Marketing for Nonprofits and Libraries Bundle

This self-paced, five-course track will show you how to create and implement an effective email marketing strategy. We'll cover segmenting and customizing your email marketing messages and content for better results, goal setting, benchmarking and analytics as well as discuss the best frequency for your email campaigns to optimize your response rates and budget. Whether you are a marketing maven or a newbie, you'll come away with a deep understanding of how to integrate email with online and offline marketing channels for a successfully integrated campaign.

*Course fees are non-refundable.


Email Marketing 101: How to Get Started Building Your Email Marketing Strategy
Email Marketing 101: How to Get Started Building Your Email Marketing Strategy
Email Marketing 201: Goal Setting and Benchmarking (Analytics are Fun!)
Email Marketing 201: Goal Setting and Benchmarking (Analytics are Fun!)
Email Marketing 202: The Importance of Target Lists
Email Marketing 202: The Importance of Target Lists
Email Marketing 203: Segmenting Your Targets and Growing Your Email List
Email Marketing 203: Segmenting Your Targets and Growing Your Email List
Email Marketing 204: How to Stand Out in Your Audience’s Email Inbox
Email Marketing 204: How to Stand Out in Your Audience’s Email Inbox
Social Media Marketing For Nonprofits

Social Media Marketing For Nonprofits

Social media success can seem elusive to the small nonprofit. Without the money to hire an outside agency or even a full time person, how can you keep up with all of the changes? Can you really raise money using these platforms? The good news is that small but mighty organizations can use the power and potential of these platforms to raise funds, connect with supporters, and drive impact. In this four-course self-paced series, we’ll share tips and tricks for running effective social media fundraising campaigns that accomplish measurable results. Whether you’re a total newbie to the social media landscape or you’re a social media superstar, you’ll walk away with new ideas for ways to use these platforms to connect with donors and elevate your fundraising.

*Course fees are non-refundable.

Social Media Marketing 101: How to Get Started With Social Media for Fundraising for Your Nonprofit
Social Media Marketing 101: How to Get Started With Social Media for Fundraising for Your Nonprofit
Social Media Marketing 201: How to Build an Engaged Audience on Social Media
Social Media Marketing 201: How to Build an Engaged Audience on Social Media
Social Media Marketing 202: Problem Solving Coaching Session - Challenges and Solutions - No more excuses!
Social Media Marketing 202: Problem Solving Coaching Session - Challenges and Solutions - No more excuses!
Social Media Marketing 203: How to Measure Social Media Success
Social Media Marketing 203: How to Measure Social Media Success
Google Ad Grant Seminar Series

Google Ad Grant Seminar Series

We want to help you spend $120,000 in Google’s advertising money this year. You can unlock this potential through the Google Ad Grant for Nonprofits, which will help you bring in traffic to your nonprofit’s website and amplify your digital impact. Our four-part seminar series will walk you through the grant application process and show you the special nuances of working within a grant account.

Recording of live events to provide program updates to Seminar 1 & 2!

Google Ad Grant Seminar 1: What is the Google Ad Grant?
Google Ad Grant Seminar 1: What is the Google Ad Grant?
Google Ad Grant Seminar 2: How Do You Build Ads?
Google Ad Grant Seminar 2: How Do You Build Ads?
Google Ad Grant Seminar 3: How Do You Find Great Keywords and Write Compelling Ad Copy?
Google Ad Grant Seminar 3: How Do You Find Great Keywords and Write Compelling Ad Copy?
Google Ad Grant Seminar 4: How Do You Manage and Optimize Your Account for Conversions?
Google Ad Grant Seminar 4: How Do You Manage and Optimize Your Account for Conversions?
Google Analytics Dashboards and More!

Google Analytics Dashboards and More!

Want to learn the latest and greatest about Google Analytics? We have two new live events, May 22 and May 29, 2019, with our Whole Whale expert to update us on what's been happening with that platform and how you can best take advantage of new features.

May 22, 2019:

Google Analytics 102 Live Event

Building Great Reports with Google Data Studio

May 29, 2019:

Google Analytics 202 Live Event

Need to catch up on your Google Analytics know-how? Check out our first Google Analytics courses here!

*Course fees are non-refundable.

Google Analytics 102: How to Build Google Analytics Dashboards like a Boss
Google Analytics 102: How to Build Google Analytics Dashboards like a Boss
Google Analytics 202 Using Analytics to Answer: Who is on my website?
Google Analytics 202 Using Analytics to Answer: Who is on my website?