Training Services
Elevating Skills, Advancing Success
Once you have established great business processes and standard operating procedures, you are ready to achieve amazing things. Loadstar Consulting’s training materials make it easy for your team to boost confidence and skills—taking your campaign to the next level!
Training
We are here to help your team feel confident and capable with hands-on end-user training. Whether tackling everyday tasks or learning the ins and outs of your system, our friendly and practical approach makes it easy for your team to work smarter and stay focused on driving your mission forward.
- Logging in securely and setting up user profiles.
- Understanding the dashboard and system interface.
- Customizing views and filters for easier access.
- Adding, updating, and removing donor records.
- Merging duplicate records.
- Managing donor segments or groups.
- Understanding data fields and categories.
- Recording and categorizing donations.
- Ensuring accurate tax receipting.
- Running standard and custom reports.
- Utilizing dashboards for real-time insights.
- Creating and managing campaigns or events.
- Segmenting donors for personalized outreach.
- Understanding user roles and access levels.
Empower Your Staff
By setting clear and achievable goals, your team can build the knowledge needed to refine operations more confidently and accurately. Training enhances understanding of data entry policies and procedures, data consistency, handling data and report requests, user experiences, and more—laying the groundwork for lasting improvements!
Choose Your Training Style
Do you need one-on-one training or group sessions? We offer onsite and virtual training, plus the option to create customized videos that current and future team members can access. With flexible formats and tailored content, we ensure your team gets the tools they need to achieve your organization’s goals.
Achieve Your Mission Through Learning
Whether you are a development officer, prospect manager, end-user, or executive, training ensures all stakeholders gain the skills to drive increased ROI and build stronger donor relationships. With the right knowledge and tools, your team can work together to propel your mission forward and make a lasting impact.
“An investment in knowledge always pays the best interest.”
~ Benjamin Franklin