The Database Sherpa Practice Group
A special database training community for past clients of Database Sherpa. Connect and learn with fellow nonprofit database practitioners through monthly webinars, new training resources, and more. All led by Ashima Saigal, founder of Database Sherpa.
As someone who has journeyed with Database Sherpa before, you know that hands-on learning is at the heart of every trek. It takes a special organization and a special team to be part of the practice of building a database. The rewards of that practice are big: you now have a database that fits your organization’s needs, with the in-house knowledge to maintain it and train others on your team.
While your first trek may be done, the learning continues. We’re thrilled that many of our past clients are asking us for even more database training. They want new challenges, new improvements, and deeper training on Salesforce and database administration. We know that you already have the most important tools for success: a willingness to learn and an organization that values the learning. That’s why we’re launching the Database Sherpa Practice Group.
What’s Included in the Practice Group
This special training community is open only to nonprofit organizations that have completed at least one trek with Database Sherpa. This is a way for you to grow your own database knowledge, learn with (and from!) other nonprofits, and get more ongoing support from Database Sherpa. The Practice Group will include:
- Monthly webinars focused on giving you new practical knowledge to improve your database at this stage of the journey
- New training resources to make database improvements, help with documentation and training your nonprofit’s staff, and more
- Office hours and live Q&A with Ashima and the group, giving you the chance to get one-on-one support for your organization’s needs and learn from the database scenarios at other nonprofits
Members of the Practice Group will be invited to share the issues, questions, and topics of most interest to them and their nonprofit. This will not be the usual, one-size-fits-all database training. Like all Database Sherpa experiences, we want to meet you where you are and help you learn in ways that support your nonprofit’s goals. The Practice Group will be designed for deeper learning and meaningful connections to strengthen your database knowledge.
Monthly and annual registrations are available.
Join as an annual participant and save $250.
Month-to-month: $125 per month
Annual Registration: $1,250
Donation Types: The Ins, the Outs, the In-Betweens
June 2, 2017 at 12 pm ET
Focusing on all things donations, we’ll dive into the various donation types available through the Nonprofit Success Pack. Get a deeper understanding of the ins, outs, and in-betweens of savvy donation management. We’ll explore in-kind, recurring, matching, tribute/memorial, and major gifts — with plenty of time for your questions, to cover those inevitable “yes, but what about this unusual gift?” situations. You’ll learn tips and tricks to know when to use which donation type… making your data more consistent in the long run and easier to report on when you need valuable donor data.
Roll-ups: A Great Tool that Calls for Intentional Use
July 14, 2017 at 12 pm ET
Roll-ups are a useful way to get more out of your data. You might notice them on your Account and Contact records, but how are they used? When is it time to create a new one? Can you ever have too many? We’ll take a closer look at mindful use of roll-ups as part of the ongoing trek with your database. You’ll get guidance on the Declarative Roll-up Tool, DLRS (or Dolores), as well as the built-in NPSP roll-up tool. After our session, you’ll be able to discern not only which tool to use, but when it’s right to create one.
Practice Group Q&A Sessions
Two weeks after each training webinar, scheduled based on participant availability
Each webinar of the Practice Group will be followed by a more in-depth Q&A session two weeks later, to give you time to put the tools into practice and come with questions related to your instance or organization’s needs. The Q&A session is a space for confidential and shared learning. It’s a chance to dig deeper into your organization’s database while learning how other nonprofits set up and use theirs. Ashima will facilitate and provide assistance, resources, and the usual Sherpa encouragement–all based on the needs of the group.
From a Practice Group Member…
If you’re like me you’ve felt the frustration of knowing your instance Salesforce NPSP can do more than you have the time to learn or put into place. Or of not wanting to hear about one more great new feature, because you’re still trying to wrap your head around the last great new feature. Working for a small nonprofit where being the Salesforce admin is only one of my many roles, I’ve found that having someone more knowledgeable point me in the right direction and clear some of the path ahead of me can help make implementing great new features or finding a better way to use what we have less stressful and time-consuming. Participating in the Database Sherpa Practice Group provides both that knowledgeable guide to point the way and fellow users to share their hands-on experience, so I come away with practical, real life approaches to using Salesforce NPSP more efficiently and effectively. Because the topics are driven by the participants, I’m getting the information I want and need rather than just highlights of what’s new. Our organization is finding that the financial investment for joining the Database Sherpa Practice Group is well worth the savings in time and energy of trying to find my way on my own.
Deb Van Zegeren
Administrative and Communications Manager
A note from Ashima…
Do you remember our last trek? It was a sad day when we had to say good bye to each other. Maybe we’d see each other again. But, what if there was a way to stay connected to keep learning and growing together?
Since we so enjoy doing things we’ve never done before and challenging the norms, we are launching this new initiative. I am excited, but also a bit afraid. Why fear? What if no one shows up? What if we missed the mark on this? That’s okay. Fear, I see you. You’ve been around a long time, and you help us all push forward. However, we won’t let you stop us from trying something new. The goal of giving you as much information as possible and helping you grow into your organization’s own internal Sherpa is still what matters most to me.
So, to begin, we will be creating a place and space just for you: our experts who have wholly embraced the Sherpa model. Like always, my plan is to listen to you and offer webinars, group discussions, and a virtual space where we can help each other and learn together.
I hope you will consider joining us for what will be an exciting and new journey for us all.