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Matched with Tony H
Matched with
Tony H.

Salesforce Training

Posted by
Diane R.

Executive Director

Posted Date
Aug 5, 2019
Location
Virtual volunteer opportunity
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Impact statement
This project will save us $7,888 , allowing us to Better serve our members in their ability to create safe affordable housing to the disability community

Project Details

What We Need
  • A one-day intensive Salesforce training for up to five staff members
  • A document summarizing topics covered during training
Additional Details

I have a small staff of up to 3. We have had a Salesforce Nonprofit Success Pack (NPSP) for over a year. I have not begun to use it because I want to make sure when I begin entering data I will be able to review it in the way I need to. I need a basic overview and be able to ask questions. It may not need to be a whole day

What We Have In Place
  • We currently have zoom which should allow some training with screen sharing.
    I do not believe our NPSP is a full version of salesforce.
How This Will Help

As an executive director of a statewide membership organization, it is imperative I remember conversations and meeting details of our members and potential members

Project Plan

P
Prep: Training Preparation
  • Professional, Volunteer Manager and trainees meet to discuss goals and objectives for the training, create an agenda, and set a date
1
Milestone 1: Training Session
  • Professional leads a full-day Salesforce training session
2
Milestone 2: Follow-up
  • Professional delivers document detailing training topics
  • Professional remains available to Volunteer Manager for up to a week for follow up questions
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About The Org

Our Mission

The Supportive Housing Association of New Jersey (SHA) is a state wide, non-profit whose mission is to promote and maintain a strong supportive housing industry serving people with special needs. SHA strengthens the capacity of our member organizations which include housing developers, service providers, state wide advocacy organizations, corporate vendors and professional organizations through information, training, and collaboration.
Supportive housing is permanent, affordable, housing for people of low income with access to supportive services so that individuals can live as independently as possible. Supportive housing serves those with mental, physical and developmental disabilities as well as people who are homeless.

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