| Day 1 |
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Session 1 |
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Introduction to Pastoral Care |
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Why Use a software package to manage your church |
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Garbage In - Garbage Out |
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Best Practices for Pastoral Care Success in your church |
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Backup your database |
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Use ONE database if at all possible |
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Use the Family, any other method will confuse the heck out your team! |
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Security |
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Advantages to using security |
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Using security to manage your data safely |
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Configuration |
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Before doing anything, think, think, think |
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Configuration of Pastoral Care |
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How many databases? |
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Families |
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The Pastoral Care Family File |
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Understanding why we use a family |
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Individual Features |
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Family Wide Features |
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Rapid Data entry |
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Pastoral Notes |
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Photos, who needs them??? |
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Using photos to promote your church to newcomers |
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Groups |
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If you remember one thing about today, it should be groups |
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Don’t use the family editor to add participation data to people |
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Tagging and Group Management |
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Reports |
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Introduction to Reports |
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Report Output Control |
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The Report Toolbar |
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Process |
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Filters |
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Sort |
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Range |
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Hidden |
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Format |
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Suppress |
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Data |
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Title |
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| 12:00 PM |
1:00 PM |
Lunch |
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| 1:00 PM |
3:00 PM |
Session 2 |
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Reports |
(Continued from session 1) |
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Quick recap on the toolbar |
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Report Logic, How do they really work? |
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Predefined reports |
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Saving and Viewing Reports, ie keeping a "yearbook" |
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Custom Letters |
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Mail Merge made easy |
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Don’t use Microsoft word for mail merges, ours is smarter… |
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Really! |
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Powerful In Letter filters, includes "Lets write a letter together" |
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Formatting letters |
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Use Window Face, its more efficient |
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So you really want to use address labels? |
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Getting the Surname Field right! |
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Custom Report |
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Do you REALLY need to create your own report? |
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How are custom reports used in Pastoral Care? |
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A quick and dirty report, a tick list in 2 minutes |
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Creating a church directory |
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Page options |
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What is available to output to custom reports |
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Sub Reports |
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Database Desgin and Report Design principles, including data flow on paper |
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Combining your custom report with filters, a snap |
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How to share a custom report with another church |
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Demographic Reports |
There are that many single parents in our church!!! |
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Data Analysis Reports |
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Family File |
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Involvement |
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Mapping |
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| 3:00 PM |
3:30 PM |
After Noon Tea |
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| 3:30 PM |
5:00 PM |
Session 3 |
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Data Management |
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Backing Up |
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Restoring Data |
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Version Control (Or FREE UPDATES, please use them!!!) |
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Book-in Book-Out |
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Take Pastoral Care Data on the road, or home, then bring it back safely! |
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File Clearance |
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Getting rid of old data |
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Working With Children |
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Care Plus setup and use |
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Reports |
| Day 2 |
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Session 1 |
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The Roll Program |
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Understanding Roll Projects |
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Setting Up the Roll Program |
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Using Technology for Data Entry |
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Don’t Offend people for efficiencies sake! |
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Bar Code Entry |
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Bar Code Reports |
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Sunday School rolls - becoming extremely strategic |
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Lets do a Roll for Sunday AM |
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Roll Reports |
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Using roll data for good! |
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Encourage not discourage your fringe dwellers |
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Reports that help you target fringe dwellers |
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Sending a welcome letter to newcomers, can it be done? |
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Who are my committed attenders? |
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Weekly Statistics |
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Understanding Weekly Projects |
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Setting Up Weekly Projects |
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Is this different from the Roll Program? |
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Do I have to enter my roll data twice for this area to work? |
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Data Entry for Weekly Statistics |
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Reports for Management |
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Great Trending Reports in minutes |
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Financial Records |
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Differences with Weekly Statistics |
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The Envelope Please (How does planned giving work? |
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Data Entry in Financial Records |
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PRIVACY in Financial Records |
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Reports |
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Custom Report design for Receipts |
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| 11:00 AM |
11:30 AM |
Break for Morning Tea |
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| 11:30 AM |
1:00 PM |
Session 2 |
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Rosters |
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Introducing Rosters |
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Is it worth the effort… (or just how much time can you save) |
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Pastoral Care rosters look different to mine, what do I do? |
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Before using rosters, Think, Think Think |
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Setting Up Rosters |
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Use Groups and Status's to help manage rosters |
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Preparation is the key to success |
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Trust the roster program, it is easier than trusting your own needs |
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Ok, I want to use the roster program, how does it work? |
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Loading people using filters |
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Duty Participation (Or who's on first?) |
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Assign Participation by Team or Individuals? |
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Absence |
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Association (Put those 2 people together, they really work well) |
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Association (DON’T Put those people together, they don’t work well) |
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Association, Mums, Dads and Kids! |
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Creating Events with Dates |
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Auto Build! What, Pastoral Care can build the roster???? |
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Roster Reports |
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Personalised Rosters |
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Family Rosters |
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Using Multiple Rosters for different sections of Church |
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Emailing Rosters |
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What about people without email address information |
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| 1:00 PM |
2:00 PM |
Lunch |
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| 2:00 PM |
4:00 PM |
Session 2 |
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Email Manager |
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Can Pastoral Care DO email very well??? |
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Can Pastoral Care replace Outlook? |
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Using Security to enhance Pastoral Care email |
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Sending emails to groups of people |
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Data management for successful email usage |
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People Organiser |
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How to shuffle up your home groups and create more! |
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Exporting Data |
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So Pastoral Care does not do everything??? We know that, here are |
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some ways to use Pastoral Care data somewhere else |
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Question Time |
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