Training Curricula

Introduction To Trail Blazer (Required before all other coursework)

Offered: Tuesdays and Thursdays each week

  • Orientation to the screen
  • Querying records (what rows display)
  • Changing formats (what columns display)
  • Adding new records
  • Contribution data entry (if applicable)
  • Thank you letters
  • Open questions

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All additional sessions are scheduled upon request

Financial Training - Political Part 1

Required materials - at least the first bank statement, first deposit slips, some disbursements ready to enter.

  • Create new payees
  • Enter invoices
  • Make payments
  • Create deposits

Financial Training - Political Part 2 (prerequisite - Introduction to Trail Blazer)

Required materials - at least the first bank statement.

  • Bank reconciliation

FEC Reporting (prerequisite - Financial Training Parts 1 & 2)

  • How to create your first FEC report
  • How to identify and resolve errors
  • Where to store your uploading password

Field Training - Political

  • Printing walk lists
  • Adding lawn signs to voter record
  • Tracking lawn sign request, installation, and removal

Report Writing - Non-Profit

  • Creating and saving customized formats
  • Using pivots to summarize data

Emails and Eblasts

  • Creating first eblast
  • Email template design
  • Track links
  • Sizing/adding images

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Providing timely, creative solutions built upon “outside the box” thinking

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