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CUDAR 2017-2018 Training Programme

Programme of events provided by Cambridge University Development and Alumni Relations
(Mon 4 Sep 2017 - Thu 30 Aug 2018)

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Mon 4 Sep 2017 – Fri 8 Sep 2017

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Monday 4 September 2017

09:30
Amicus - For new starters Finished 09:30 - 12:30 Great Ouse Meeting Room, Suite 1, CUDAR office

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
14:00
Amicus - Adding relationships and households Finished 14:00 - 15:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

This course covers the system steps required in Amicus to add and update relationships and households:

  • Adding a household
  • Adding a relationship
  • Editing households and relationships
Amicus - Managing alumni groups, boards and committees Finished 14:00 - 15:00 Great Ouse Meeting Room, Suite 1, CUDAR office

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

  • Alumni groups
  • Boards
  • Committees
15:30
Amicus - Adding actions Finished 15:30 - 16:00 Great Ouse Meeting Room, Suite 1, CUDAR office

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

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

Tuesday 5 September 2017

09:30
Amicus - Prospect identification, ratings and due diligence Finished 09:30 - 11:30 Great Ouse Meeting Room, Suite 1, CUDAR office

This course covers the prospect management functionality within Amicus:

  • Identifying a prospect
  • Adding and editing wealth ratings
  • Adding due diligence data
10:00
Amicus - Adding a volunteer Finished 10:00 - 11:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

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
11:30
Amicus - Adding mass communications Finished 11:30 - 12:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

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
13:00
Amicus - Yellow box searching and reporting Finished 13:00 - 14:00 Great Ouse Meeting Room, Suite 1, CUDAR office

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
13:30
Amicus - Adding actions Finished 13:30 - 14:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

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

  • Adding an action
  • Assigning actions
  • Reminders
  • Completing actions
14:30
Amicus - Interactions: Writing letters and emails Finished 14:30 - 15:30 Great Ouse Meeting Room, Suite 1, CUDAR office

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
15:30
Amicus - Adding employment Finished 15:30 - 16:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

This course covers the system steps in Amicus to add or update employment records:

  • Adding employment
  • Updating employment
Amicus - Updating records for deceased and gone-aways Finished 15:30 - 16:00 Great Ouse Meeting Room, Suite 1, CUDAR office

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

Wednesday 6 September 2017

09:30
Amicus - Adding and maintaining events Finished 09:30 - 11:30 Great Ouse Meeting Room, Suite 1, CUDAR office

This course is for development and alumni relations staff responsible for adding and maintaining event information in Amicus. It covers:

  • 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 - Creating a new contact record Finished 09:30 - 10:30 Cambridge University Development and Alumni Relations, Training Room Suite 2

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
11:00
Amicus - Adding actions Finished 11:00 - 11:30 Cambridge University Development and Alumni Relations, Training Room Suite 2

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

  • Adding an action
  • Assigning actions
  • Reminders
  • Completing actions
11:30
Amicus - Adding actions Finished 11:30 - 12:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

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

  • Adding an action
  • Assigning actions
  • Reminders
  • Completing actions
13:30
Amicus - Updating biographical information Finished 13:30 - 14:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

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
14:00
Amicus - Solicitation cycles Finished 14:00 - 16:00 Great Ouse Meeting Room, Suite 1, CUDAR office

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
15:00
Amicus - Yellow box searching and reporting Finished 15:00 - 16:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

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

Thursday 7 September 2017

09:30
Amicus - Adding relationships and households Finished 09:30 - 10:30 Cambridge University Development and Alumni Relations, Training Room Suite 2

This course covers the system steps required in Amicus to add and update relationships and households:

  • Adding a household
  • Adding a relationship
  • Editing households and relationships
Amicus - Prospect identification, ratings and due diligence Finished 09:30 - 11:30 Great Ouse Meeting Room, Suite 1, CUDAR office

This course covers the prospect management functionality within Amicus:

  • Identifying a prospect
  • Adding and editing wealth ratings
  • Adding due diligence data
11:00
Amicus - Creating a new contact record Finished 11:00 - 12:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

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
13:00
Amicus - For new starters Finished 13:00 - 16:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

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
14:00
Amicus - Solicitation cycles Finished 14:00 - 16:00 Great Ouse Meeting Room, Suite 1, CUDAR office

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

Friday 8 September 2017

09:30
Amicus - Creating complex reports Finished 09:30 - 11:30 Cambridge University Development and Alumni Relations, Training Room Suite 2

This course shows you how to create bespoke reports containing complex and detailed data sets.

Amicus - Yellow box searching and reporting Finished 09:30 - 10:30 Great Ouse Meeting Room, Suite 1, CUDAR office

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
Resilience Workshop new Finished 09:30 - 16:30 River Cam meeting room, CUDAR, Suite 3

This Workshop is designed to prepare and equip staff with the skills to boost resilience, enhancing the ability to cope and respond positively to a variety of challenging situations presented at work and at home.

Workshop Objectives:

  • To explain the relationship between resilience, stress and pressure
  • To help spot stress symptoms in yourself and your colleagues
  • To identify barriers to resilience and causes of stress (work & home)
  • 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
11:00
Amicus - Interactions: Writing letters and emails Finished 11:00 - 12:00 Great Ouse Meeting Room, Suite 1, CUDAR office

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
13:30
Amicus - Adding actions Finished 13:30 - 14:00 Great Ouse Meeting Room, Suite 1, CUDAR office

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

  • Adding an action
  • Assigning actions
  • Reminders
  • Completing actions
14:30
Amicus - Updating biographical information Finished 14:30 - 15:00 Great Ouse Meeting Room, Suite 1, CUDAR office

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