→ See all of SMT’s Upcoming Trainings
Weekly sessions May 16 – June 11 | 12:00 pm ET | 90-120 minute sessions | Session in English with A.I. live captioning to 39 languages. Interpretation can be arranged based on number of registrants needing that language.
For those of us juggling mighty organizing demands with never enough time and resources, this could be one of the most valuable courses ever. This course is for you if:
- You’re involved in progressive organizing and want to get more done with less stress and more joyfulness in your personal and work life.
- You crave more effective ways to manage and work collaboratively with teams of leaders, volunteers or staff.
- Your email inbox is a time-sink disaster because that’s how the team communicates and things are getting lost in threads.
- You want your tasks in one place, rather than spread across multiple emails and chats.
- You need to delegate more without having to re-explain tasks.
- You want to provide or request feedback on projects in an organized fashion.
- Your team spends a lot of time “reinventing the wheel” and wants access to project templates and archived tasks.
- You want continuity in your work when faced with staff turnover and training demands.
- You want to meet deadlines and build a stronger culture of accountability.
- You need to handle lots of complex projects without worrying that something will drop.
- You don’t know much about these tools and need help picking one.
- You have one of these tools selected, but implementation has been a challenge.
What We’ll Cover
- What campaign & project management tools are and why every team should be using one
- How to choose the tool that’s right for your team. We’ll compare Trello, ClickUp and Asana. Trello is free. There are others, but these are the main 3 in use now. (ClickUp and competitor Monday.com are similar but Monday.com is Israeli-owned.)
- Essential priority uses for small organizations and unions
- Essential priority uses for larger more complex organizations and unions
- Building out simple SOPs (Standard Operating Procedures) to support you and your team – we’ll share a list of 50+ SOPs we recommend for social change groups.
- Recommended folder structure to meet common needs
- Dependencies – what they are and how they’re oh so useful – especially when timelines have to shift
- How to implement – recommendations for successful implementation across the organization and between departments; what to do about slow or no-adopters
- Real-world examples
- Other platform functionalities, including reporting and analytics, resource management, workflow automations, integrations, AI-powered features and portfolios.
- Airtable: Some groups are also using Airtable for project management. Airtable is a powerful relational database tool that can be used instead of, or in addition to, the tools mentioned above.
When
4 sessions | 12:00 pm ET | 2-hr sessions
- Overview: May 16
- Trello & ClickUp: May 23
- Asana & Airtable: May 30
- Implementation: June 6
Office Hours | 12:00 pm ET | 1-hr session
- May 21 & June 11: for guidance and follow-up questions
Find your time zone here. Training will be recorded for those in time zones that don’t facilitate live participation.
The instructor team is 6+ people who collectively have decades of experience using these tools in social change workplaces.
Cost
In order to support a movement organization learning space, SMT trainings are for staff of non-profits – NGOs, unions and electoral campaigns. Trainings are not for consultants or agencies. Consultants & agency staff who register will have their registrations refunded. Alternatively, on demand trainings are available to all on SMT’s course platform.
Price | Type | Early (by April 12) | Regular (cost after April 12, 2024) | Price for additional person from the same org |
North Am & Western Europe
|
$2M+ | $440 | $484 | $100 |
$500K-2M | $396 | $440 | $90 | |
Under $500K | $352 | $396 | $80 | |
Group Rate |
$2,640 | $3,080 | – | |
Africa, Asia, Eastern Europe, MENA, Latin America, and Oceania
|
$2M+ | $352 | $396 | $80 |
$500K-2M | $308 | $352 | $70 | |
Under $500K | $220 | $264 | $50 | |
Group Rate (Up to 10 seats from different orgs) |
$2,200 | $2,640 | – |