Online Training

Idealware seminars are designed to give you the tactical advice you need to make smart software decisions. You can take one of our live online seminars, which are capped at 25 participants so you'll have lots of opportunity to ask questions and get the information you need. All you need is an internet connection and a phone line to participate in these 90-minute workshops. For an in-depth lesson, check out Idealware's online courses. These intense, five and six part trainings are offered in partnership with state associations across the country. Or check out our library of 50 (and growing) recorded seminars ready to go, whenever you need them.

Online Training

  • October 23, 1:00 pm - 2:30 pm Eastern. $40.00

    Over the past few years, nonprofits of all sizes have been under increasing demand to become more “datacentric.” As we strive to measure our work more closely and track a number of metrics about the health of our organizations and programs, we’re up to our eyeballs in data. How can we make sense of it all?

  • October 30, 1:00 pm - 2:30 pm Eastern. $40.00
    What makes a good email message? How should you craft the subject line, header information, action text, and the whole look of the email so that your constituents will receive it, open it, and respond? And then what metrics should you look at in order to assess whether it worked?
  • November 13, 1:00 pm - 2:00 pm Eastern.

    Program data can be very useful - from being able to prove the effectiveness of your programs to providing information to funders. However, there are a few missteps it is important to avoid. In this free class, we will go over five data don'ts that will help you make the most of your information while avoiding common pitfalls. 

  • November 20, 1:00 pm - 2:30 pm Eastern. $40.00
    Your senior staff and board of directors can benefit from the ability to view high level metrics for your organization, but it’s not obvious how to easily pull such a thing together.
  • Recording: Getting Started with Online Donations

    $20.00

    In this recording of an online seminar, we’ll walk through the available online donation tools, how they work, and how to decide which is right for you. We’ll close by looking at the pros and cons of specific tools.

  • Recording: Choosing a Donor Management System

    $20.00

    UPDATED with our 2013 Consumers Guide to Donor Management Systems!

  • Recording: Choosing a Broadcast Email Tool

    $20.00
    We’ll walk through the features you might want to help design, setup, send, and track emails to hundreds or thousands of people, and compare the reliable and affordable tools often used.
  • Recording: Building An Effective Email List

    $20.00

    How do you build a list of constituents truly interested in your cause? We’ll discuss a wide variety of techniques that can help, and how they all fit together.

  • Recording: Getting Started with Online Conferencing and Seminar Tools

    $20.00

    What tools can help you conduct meetings or training over the Web? We’ll talk about the features that can help, and compare some of the free and affordable options.

  • Recording: How to Build or Edit a Website without Technical Skills

    $20.00

    It’s important for you to be able to edit your own site! We’ll explore affordable options for content management systems - tools that allow you to build sites where anyone can update website text and images.

  • Recording: Introduction to Website Analytics

    $20.00

    How many people visit your Web site? What are they doing there?   Through demos of AWStats and Google Analytics, this recording of a seminar looks at what analytics packages can tell you about your site.

  • Recording: 10 Mistakes in Choosing Donor Databases

    $20.00

    How do you choose a donor database that will support successful fundraising? The software is only half the story. In this recording of an online seminar, Fundraising technology strategist Robert Weiner walks through ten common mistakes that can prevent you from selecting the right database and managing it effectively.

  • Recording: Understanding Data Integration

    $20.00

    Are you wondering what it would take to integrate your various software packages to allow them to share data? In this recording of an online seminar, we talk through the high level options and key considerations, and then dive into some of the technical terms and concepts that will help you understand what would be involved in programming an automatic connection between software packages. 

  • Recording: Optimizing Your Website for Search Engines

    $20.00

    Does your organization show up on the first page of results in search engines like Google or Yahoo? In this recordings of an online session, we’ll talk through the techniques that can help – from straightforward ones that anyone can do, to some of the structural and technical ones that can make a big difference.
     

  • Recording: Getting Started with Friend to Friend Fundraising

    $20.00

    Leverage the passion of your staff, volunteers, and supporters by asking them to fundraise for you! There's a class of new software tools that help your supporters setup their own fundraising page (with their own stories, pictures, and fundraising targets) and then solicit their contacts on behalf of your organization. We'll talk through some best practices for succeeding with distributed fundraising, and take a look at some of the software options available to support it.

  • Recording: Creating Great Graphics for the Web

    $20.00

    How do you take your current photos - or find inexpensive photos or illustrations online - and convert them into great graphics for your website? We'll talk through methods to acquire good material, principles of transforming them into great web-ready images, and the inexpensive software packages that can help you whip them into shape.

  • Recording: Getting Started with Email Fundraising

    $20.00

    Fundraising via email requires an understanding not only how to design and write an email campaign but broadcast email tools, online donation tools, and more.  We'll walk through what you'll need to know to design your own email fundraising campaign.

  • Recording: Getting Started with Mobile Outreach

    $20.00

     It's easier that you might think to broadcast text messages to your supporters' cell phones, to ask them a quick question, or even to ask them to donate right through their phone.  In this recording of an online seminar, we talk through the principles, software packages, and best practices that can help.  

  • FREE Lunch and Learn: Software for Fundraising

    $0.00

     In this inaugural version of our half-hour long "Lunch and Learn" recordings, Laura Quinn walks through at a high level the types of software that can help with fundraising, from the basics to the more advanced, as covered by our Field Guide to Software for Nonprofits.

  • FREE! RECORDING: Raising your Network's Technology IQ

    $0.00

     Are you a membership organization, grantmaker, or affiliate group?  Are you trying to figure out affordable ways to help your network use technology more effectively?  In this free half-hour long recording, Laura Quinn walks through the  types of technology support your network is most likely to need, and the methods -- from free to inexpensive to more comprehensive -- that are likely to help. 

  • FREE! eLearning - Constituent Chaos

    $0.00

     You likely need to track many different kinds of constituents - donors, volunteers, clients, members, email subscribers, and many more.  What's more, many people fall into more than one of these buckets. Should you be tracking all those people in one database?  Many?  How can you bring order to all these different types of information to get a full picture of who you're working with and how?  This 10 minute interactive module walks you through the options for database systems and integration to help you decide what's best for you.

  • FREE! eLearning - Facebook Vs. Twitter

    $0.00

     Are you struggling to decide whether your organization should be using Facebook, Twitter, or both?  Or perhaps neither?  This 15 minute interactive module will help you to explore how these tool can help your organization, and what other nonprofits are doing with them.

  • Recording: Comparing Google Apps to Outlook

    $20.00

     Google Apps provides a compelling set of features - from email to calendars to a organizational portal to shared documents - that gives Outlook a run for its money at a fraction of the  cost.  We'll demo the main components of Google Apps, talk about administrating it as an organization, and show how it compares to Microsoft Outlook.  This session is geared for those familiar with Outlook who want an introduction to Google Apps.

  • Recording: Online Survey Tools & Techniques

    $20.00

     It's never been easier to conduct surveys, with a plethora of solid and useful tools that help you create online survey instruments.  We'll talk through the lower cost and a few of the more robust online survey tools that are available, and look at a few in action.  We'll wind up with best practices on designing a solid and reputable online survey, recruiting participants, and analyzing the data.

  • RECORDING: Measuring Your Social Media Strategy

    $20.00

     Perhaps you have a Facebook site, a blog, a Twitter account, or a YouTube channel.  Is it working? Is it worth the time?  How do you know?  We’ll walk through a framework -- including Views, Followers, Engagement, and Conversion -- and the tools that can help you gather the data, to allow you to analyze your strategy, strengthen what works and change what doesn’t.

  • FREE! eLearning - The Technology Pyramid

    $0.00

     Does your organization have its technology priorities in the right order? This interactive eLearning course walks you through a solid plan for making good decisions for your organization’s infrastructure, hardware, and software. The course concludes with a self-assessment quiz to help examine your organization’s needs.

  • RECORDING: Choosing a Volunteer Management System

    $20.00

    How do you keep track of your volunteers? Do you still use pen and paper? Should you buy a new tool for tracking volunteers, or use one that you already have?

  • RECORDING: The Cloud Beckons, But Is It Safe?

    $20.00

     The theme of the day is to head "to The Cloud," but is it safe? In this recorded seminar, we'll compare and contrast the security realities of traditional IT software and cloud based solutions.

  • RECORDING: Social Media for Executive Directors

    $20.00

     As a decision-maker, you are responsible for figuring out which social media your organization should use. In this recording, we’ll take the mystery out of the process and help you create your own social media strategy.

  • RECORDING: Tactical Technology Planning

    $20.00

     Like most nonprofits, you’re probably aware that the right technology can streamline your processes and help fulfill your mission more effectively. But with tight staffing and budgets, it’s hard to devote the time necessary to keep up with new technologies and find the right tools—how can you know which technology project will provide your organization with the best bang-for-the-buck?

  • RECORDING: Branding Through Social Media

    $20.00

    In this recorded session we dive into the concept of branding through the lens of social media. Taking a detailed look at how you can create, refine and manage your brand message and personality through social media, this class will explore how what you say and how you say it impacts people's impressions of your organization.

  • RECORDING: Creating a Social Media Policy

    $20.00

    As social media transparency and two-way conversations become the norm many organizations are racing to develop a social media policy that governs who does what, what's OK (and not OK) to say on behalf of the org, and how to handle sticky situations.

  • RECORDING: Choosing the Right Communications Mix

    $20.00

    Which communication channels --  like email, direct mail, and websites, social networking sites, blogs, online communities, and more -- make sense to communicate what kind of messages, or to encourage action?  We'll provide a decision making structure to help you define what makes sense for you. 

  • On Demand Tactical Tech Planning

    Are you overwhelmed by technology? Relax. Take a deep breath. You’ve come to the right place. Idealware’s On Demand Tactical Technology Planning will help you out of the technology doldrums and help you assess your organization’s technology infrastructure and address your current and future needs. Take the online training at your own pace, and use the associated workbook to help apply what you’re learning to your own organization. When you complete the training, you’ll have a fully realized tactical technology action plan to guide your nonprofit.

  • RECORDING: Getting Beyond the Like: Social Media Engagement

    $20.00

    People “like” you, but what is that actually doing to support your organization’s bottom line? We’ll talk critically about how you can move constituents up a ladder of engagement from a simple “like” to actually get them to do something for your organization. Sign a petition, attend an event, join a movement and yes, even donate—it’s possible to get your constituents to do all of these things as a result of social media actions, but it’s not easy.

  • RECORDING: Choosing the Right Content Management System

    $20.00

    Content Management Systems (CMSs) provide important features for your non-technical staff to manage the text, images, and other content on your website. In this session, we'll talk about the strengths and weaknesses of different CMS options for typical foundation needs.Content Management Systems (CMSs) provide important features for your non-technical staff to manage the text, images, and other content on your website. In this session, we'll talk about the strengths and weaknesses of different CMS options for typical foundation needs.

     

  • Recording: Successful Email Newsletters and Action Alerts

    $20.00

    What makes a good email message? How should you craft the subject line, header information, action text, and the whole look of the email so that your constituents will receive it, open it, and respond? And then what metrics should you look at in order to assess whether it worked? We’ll look at archetypal fundraising emails, action emails, and eNewsletters, and talk through the techniques and best practices that can take your own email communications to the next level.

  • Recording: Donor Management System Best Practices

    $20.00

    You have a donor management system, but how do you get the most out of it while maintaining it for optimal efficiency? It’s important to keep your data useful and clean, but how do you do that—and how do you take advantage of all the hidden gems that are in there to make your data truly work for you? Join us to learn about donor management software best practices, including customizing  your system to your organization’s needs, cleaning data, defining data standards and coding, and the importance of training staff to enter and extract data efficiently.

  • RECORDING: Service Beyond Geography: Using Technology to Serve People Remotely

    $20.00

    This class was first presented at the 2013 National Nonprofit Technology Conference.

  • RECORDING: The 2013 CMS Report Card

    $20.00
    This class was first presented at the 2013 National Nonprofit Technology Conference.
    With the growth of social media, Web 2.0, and mobile devices, people are using websites in ways (and locations) like they never have before. How have the systems we use to create websites kept up?
  • RECORDING: Measuring Your Mission: Using Data to Track Organizational Health and Success

    $20.00
    As a leader of your organization, you'd probably like to see clear metrics to track your programs, outreach efforts, and the financial health of your organization. It can be daunting to define the right measures though -- where do you even start?
  • RECORDING: Supporting Nonprofit Technology: A Panel for Foundations

    $20.00

    Idealware recently released A Funders Guide to Supporting Nonprofit Technology: 10 Ways to Build Your Grantees' Technical Savvy, a resource developed with our foundation partners to help foundations understand how to maximize their investments and help ensure the success of their grantees.

  • RECORDING: Infographics for Outreach, Advocacy, and Marketing: From Data to Design

    $20.00

    Over the past few years, nonprofits of all sizes have been under increasing demand to become more “datacentric.” As we strive to measure our work more closely and track a number of metrics about the health of our organizations and programs, we’re up to our eyeballs in data. How can we make sense of it all?

  • RECORDING: Auditing Your Website for Usability Issues

    $20.00

    Even if your website is easily understood and navigated by your staff, it may be difficult to use or even bewildering to others—particularly if they’re not very tech savvy or not native speakers of English. We’ll walk through a process for auditing your own website by comparing it to generally accepted usability best practices and outline a process for user testing with your actual audience, in order to identify the best bang-for-the-buck updates.

  • FREE RECORDING: New Trends in Donor Management

    $0.00
    We all know that the right database can make managing donation histories, contact information, and other critical donor information easier. But how is the market changing?
  • RECORDING: Getting Started with Social Media Fundraising

    $20.00
    Nonprofits are using social media, but how do they use it for fundraising? Yes, social media can be used for fundraising, and organizations are already doing so. In this new session, developed specifically for the Day of Giving Toolkit, we outline how social media can integrate with fundraising efforts and be an effort of its own.
  • FREE RECORDING: 35 Free and Low Cost Tools Every Organization Should Know About

    $0.00

    What software tools are available to nonprofits at low or no cost that are actually worth using? How do you judge when tool really is low cost, as opposed to a pit of time and effort? We’ll walk through 35 software packages that are worth knowing about. We will also provide a framework for determining long term costs.

  • FREE RECORDING: Trends Worth Following: Tools for Advanced Social Media Users

    $0.00
    New social media startups are appearing all the time, and the lines that distinguish existing tools blur more each day. Facebook is still the dominant channel, but even there, usage is on the decline. Is your organization’s social media presence still cutting it? Join us as we cut out the hype of flash in the pan social media tools, and look at a few worth investing in.
  • FREE RECORDING: Hoverboards and Videophones: Idealware Looks to 2014

    $0.00
    What's on the horizon for nonprofit technology? What will be the most talked about, tweeted about, hashtagged about topics in our next trip around the sun? 2014 may still sound like the future, but it's only a few weeks away. Fear not, Idealware has kept our ears to the ground so you don't have to.
  • RECORDING: Before You Install: Selecting Software that Suits Your Needs

    $20.00

    When it comes to the software that keeps your organization running, deciding on a solution is a process that shouldn't be taken lightly. You need to spend time organizing your priorities, weighing the actual cost of software solutions, and considering the needs of all the staff members who will use your purchase. It takes a lot of work to make a smart decision, and you want to be sure whatever you choose allows you to work smarter. Let us help you assemble your plan and get started.

  • RECORDING: Social Media in 10 Steps

    $20.00

    How can a nonprofit make the best use of social media sites like Facebook, Twitter, LinkedIn or Pinterest? Ten easy steps are all it takes for social media success. In this recording, we'll walk through the right tools to use, how they work, what's worth doing, and how other organizations are using them. We'll take the busy world of social media and boil it down to 10 steps you can start working with today.