This workshop will, from a project management perspective, go over the steps needed to create a successful membership renewal campaign with CiviCRM. We will go over defining the campaign, planning, execution, progress monitoring and reporting. We will see how CiviCRM can help in each of these phases and by doing so revisit advanced searches, smart groups, managing duplicates, emailing including tokens, membership management and reporting.

The workshop will feature extensive hands-on with CiviCRM and engage participants to draw from their experiences.

A deeply informative and facilitated conversation with a panel of 2-3 end-users, who have already deployed CiviCRM, openly sharing the internal conversations and processes they engaged in with their organization to have CiviCRM become and remain the solution.  

At the end of this session attendees will have heard some real-life stories and get inspired by how to “Make the case for CiviCRM” in their organizations.  

Proposed outline and questions:

How are we doing? What are we focused on right now? And where are we headed in the next 12 months and beyond? This session will attempt to answer these questions and more with examples from our community. 

This session will discuss the following points that are asked and effect all non-profits that rely on Credit Card or ACH processing in CiviCRM for Contributions, Events or Memberships:

·         Storing/Managing card data: general overview of PCI requirements

·         Advantage of tokenizing card data

·         Types of credit card fraud

·         How to prevent credit card fraud

·         Importance of IP blocking 

This presentation will focus on the elements necessary for a successful CiviCRM deployment, from planning to launch and beyond.

We will break down the planning, setup, launch and ongoing maintenance phases into major tasks, define each task in detail and share relevant advice and best practices for each. The importance of change management and a progressive approach based on rolling successes will be outlined. We will also discuss the team, time and resources needed for a successful deployment, as well as the pros and cons of doing it yourself versus working with an implementer.

The CiviHR project has been running at full steam for the past 6 months, working up to a planned full product launch in late 2015.

Version 1.5 beta will be available soon after CiviCON Denver, where you can get a first hands on with the latest development version. The session will cover a first look at the new features for v1.5 (listed below), a walk through of whats planned for v1.6 and some details of the longer term roadmap.

Fully leverage your data by picking up tips and tricks for all of CiviCRM's reporting potential.

In this workshop, bring your CiviCRM login and questions about Civi's reporting features.

We'll cover how to assess your org's reporting needs, using default reports, and understand the possibilities for customization.

Close the loop on your data collection process; gain new insights; create a feedback cycle.

Learn about creating and customizing reports, dashlets and exports. Share experiences your org has had, or get feedback on your challenges.