esit pty ltd · esit pty ltd suite 1203, 275 alfred street north sydney nsw 2060 ph: +61 (2) 8904...

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Software: thankQ Created on: 30 August 2006 Last Modified: 11 July 2007

ESiT Pty Ltd Level 12, 275 Alfred St North Sydney NSW 2060 Ph: +612 8904 9755 Fax: +612 8904 9766

Version: 1.03

ESiT Pty Ltd Suite 1203, 275 Alfred Street North Sydney NSW 2060 Ph: +61 (2) 8904 9755 Fax: +61 (2) 8904 9766

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thankQ Training — Course Outlines THANKQ ESSENTIALS 3

THANKQ FINANCE 5

THANKQ EVENTS 7

THANKQ MEMBERSHIPS 9

THANKQ SPONSORSHIPS 10

THANKQ ADMINISTRATOR 11

THANKQ FOR MANAGERS 12

THANKQ ELECTIVES - IN MEMORIAM/ IN CELEBRATION 14

THANKQ ELECTIVES — BEQUESTS 15

THANKQ ELECTIVES - GRANT APPLICATIONS 16

THANKQ ELECTIVES — HOST/GUEST MANAGEMENT 17

THANKQ ELECTIVES - VOLUNTEERS 17

THANKQ ELECTIVES - TIMESHEETS 18

THANKQ ELECTIVES — QUESTIONNAIRES 18

THANKQ SEARCHING AND REPORTING TO EXCEL 19

THANKQ POWER USERS 19

THANKQ SPECIALISED TRAINING 22

THANKQ REPORTER 22

COURSE DURATION 22


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thankQ Essentials Designed to provide a basic understanding of the thankQ system, thankQ Essentials will introduce you to contact management, searching, setting up groups, using the Action Manager, the Mail Manager, Communication Management and generating reports. By the end of this course you will have a solid understanding of the fundamentals of using the thankQ system.

Prerequisite: • Basic knowledge of Windows systems • General experience using Windows programs. • Basic knowledge of Word • Basic knowledge of Excel

Approximate Duration: 6 hours Components: • Getting Started

- Logging into thankQ - Changing passwords

• The Contacts Module - Navigating the Contact Details form - Adding - Editing contact records

• Searching - Quick Search - Standard Search - Table View Search

• Configuring Contacts - Relationships - Households - Addresses - Communication - Profiles

• Groups - Creating a group - Adding contacts to a group - Loading Contacts in to a Group via Excel

• Action Manager - Creating and Editing an action - Associating an action to a record in thankQ - Assign an action to another user - Viewing open actions - Completing an action


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• Mailing and Communication Management - Mailing preferences - Sending Letters - Mailing Methods

• Mail Manager - Starting a new mailing - Loading contacts - Configuring a mailing - Segmenting a mailing - Merge a mailing - Finishing a mailing - Creating new templates

• Alumni - Institution, Qualification, Courses and Grades - Employment information

• Reporting - Basic Reporting - Biography Reports - Standard Reports

Who should attend: Staff whose duties include: • Data Entry, Management of Mail outs and Communications • Staff who need thankQ Essentials as a prerequisite for other

thankQ courses.


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thankQ Finance ThankQ Finance covers all aspects of the thankQ financial system including the management of payments and pledges, batch processing and financial reporting.

Prerequisite: • thankQ Essentials Approximate Duration: 6 hours

Components: • Destination and Source Codes - What are they? - Creating Destination / Source codes

• Batch Processing - Batch Processing - Automatic Bank Batch Processing - Barcode Batch Processing - Excel Batch Processing - Reversal Process - Credit Notes

• Reversing Payments - Reversing a payment - Reversing a Selection of Payments

• Pledges and Regular Giving - What is a pledge? - The Pledge Form - Creating a New Pledge - Pledge Acknowledgements - Pledge Reminders

• Pledges and Regular Giving - Configuring Fixed Payments / Pledges - Configuring Continuous Payments / Pledges - Paying a Pledge - Load Due Payments - Searching for Payments - Completing the Batch - Preparing the Paying in Slip

• Soft Pledges - Creating a Soft Pledge via Payments - Removing a Soft Credit Entry - Creating a Soft Pledge via Pledges - Creating an AutoSoft Credit Relationship

• Receipting


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- Quick Receipts - Batch Receipts - Periodic Receipts - Receipt Summaries

• Generating Pledge Reminders • Finance Reporting

- Batch Report - Batch Report showing Splits - Batch Summary Report - Batch Summary Report — Attendee Type - Batch Summary Report — Membership Type - Printing the Paying in Slip - Source Codes Report - Destination Codes Report - Reporting with Sublists

• Producing Receipt Summaries • Pledge Acknowledgements • Pledge Reminders

Who should attend: Staff whose duties include: • Entering Payments / Pledges / Donations/Grants/Events • Batch Processing • Financial Reporting


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thankQ Events You’ll be introduced to all aspects of event management and develop the skills to create and organise a successful event. You’ll set up an event and work through all aspects of this module.

Prerequisite: • ThankQ Essentials • ThankQ Finance

Approximate Duration: 6 hours Components: • Creating an Event

- Details Form - The Event Adding event information - Creating attendee types - Adding Sessions - Adding Structures - Adding Resources - Adding Sponsorships - Setting up an event related action

• Creating an Invited List - Inviting a group - Inviting a past event - Inviting a single contact - Inviting a mailing - Inviting related contacts

• Assigning contacts to structures • Assigning contacts to sessions • Setting up additional information for contacts • Adding Interested Contacts • Bookings

- Accepting an invitation and booking a ticket. - Booking multiple tickets - Accepting an invitation and booking multiple tickets - Assigning a contact to a ticket - Assigning a non-contact to a ticket - Fast Booking - Booking contacts onto a session - Booking contacts onto a structure - Declining an invitation - Re-instating bookings


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- Booking via Excel - Managing bulk bookings

• Payments - Making a payment when booking a ticket - Making a payment at later stage - Marking a contact as declined - Amending Bookings - Assigning a Discount - Reset the batch used for booking payments

• Generating a Mailing from an Event • Canceling a Booking

- Canceling an unpaid booking - Canceling a paid booking - Canceling a payment when a batch has not been

approved - Canceling a payment when a batch has been approved

• Setting Attended and Did not Attend • The Ticket Manager • Event Trees

- Event Tree, Structure tree, Session tree • Searching • Accessing Events through the Contacts Form • Event Budgeting • Reporting

- Profit/Loss Report - Places Reports - Event Summary Report - Bookings Reports - Attendees Report - Session Assignment Report - Pledges Made Report - Donations Received - Events Calendar

• Using Barcode scanners with Events

Who should attend: Staff whose duties include: • Organising Events, Processing Event Mailings • Managing Event payments


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thankQ Memberships You’ll be introduced to all aspects of Membership and develop the skills to manage your membership program.


Approximate Duration: 3 hours Components: • The Membership forms

• Creating an Membership • Configuring Memberships

- Membership type and pricing • Making a payment for a membership • Membership Renewals

- Renewal Searches - Membership History

• Membership Status - Check Memberships Periods

• Membership Budgets - Set Budget Forecasts - Membership Budget Report

• Generating a Mailing from Memberships • Membership Cards • Soft memberships • Membership Reporting

- Check Members Reporting - History report - Memberships Due for Renewal - Memberships with Payments Outstanding - Memberships with Payment Received - Statistics Reports - Details Report with Selected Profile - Pie Chart Report with Selected Profile

Who should attend: Staff whose duties include: • Membership Management


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thankQ Sponsorships You’ll be introduced to all aspects of Sponsorship management and develop the skills to manage your Sponsorship program.


Approximate Duration: 2 hours Components: • Creating a Sponsorship

- Setting up a Cash Sponsorship - Setting up a Contra Sponsorship

• Sponsorship Types • Sponsorship Benefits • Sponsorship Renewal • Searching for Sponsorship Renewals • Managing Sponsorships • Paying Sponsorships • Mailing • Reporting

Who should attend: Staff whose duties include: • Managing Sponsorships


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thankQ Administrator You’ll be introduced to utilities used to effectively manage system functions. Users wishing to complete the administrator module should have knowledge of windows systems and a solid understanding of all thankQ modules used by your organisation.

Prerequisite: • Knowledge of Windows systems and programs • ThankQ Essentials • ThankQ Finance • Knowledge of all aspects of thankQ modules used by your

organisation Approximate Duration: 4 hours

Components: • Administration Options - Access administration options - Add a new user to thankQ - Configure access rights for a user - Edit an existing user - Delete a user from thankQ - Configure the period / date range

• Lookup Values - Add a lookup value type - Add fields to a lookup value - Run donor statistics

• Managing Contact Records - Deleting Contacts - Archiving Contacts - Merging Duplicate Records

• thankQ Templates - Create a thankQ word template - Creating a label template - Select an area to save the template - Add constant and variable text to the template - Edit a thankQ word template

• Include Text Rules - How include text rules work - Create include text rules - Create the include text file - Create conditions for the include text rules - Order the include text rules


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- Add the include text code to the template - Apply the include text rules to a mailing - Apply the include text rules to a payment

• Data Import - Enter data into excel spreadsheet - Identify suspect duplicates - Enter excel data into live database - Update database using Excel spreadsheet - Configuring Data Import Contacts

• Global Updates - Performing a New Profile Global Update - Performing a Remove Profile Global Update - Performing a Global Update — Specify a Do Not Mail

Preference - Performing a Global Update — Specify Main Address as

a Preference - Performing a Global Update Remove a Preference

• Refreshing Dynamic Forms • Refreshing Pledges • Payment Summaries • Barcode Purposes • Administration Statistics

- Run source and destination statistics - Donor Statistics

Who should attend: Staff whose duties include:

• System Administration

thankQ for Managers This course has been designed to provide managers and senior staff with an overview of thankQ. The emphasis is on using thankQ in a productive and effective manner with regard for time management.

Approximate Duration: 2.5 hours

Components: • ThankQ Overview • Getting Started

- Logging Into thankQ - thankQ Main Menu


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- Changing Your Password • Managers Quick Fix - Powering up with thankQ

- Using tabs → Desktop → Contact → Communications → Relationships → Associated Contacts → Relationship Tree → Analysis Report

- Sticky Notes - Show/Hide

• The Desktop - Changing Headings - Removing Items - Action List

• The thankQ User Interface - Viewing Data & Navigation - Table View Tab - Drop Down Menus And Pick Lists - Using Drop Down Menus - Using Pick Lists

• Managing Contacts - Changing Contacts details - VIPS etc - Do not mail - Do not publish - Do not Call - Anonymous - Adding a Relationship - Adding to the Desktop

• Searching - Quick Search - Standard Search - Saving A Search - Wildcards

• Communication - Writing to Contacts - Emailing Contacts

• The Communications Tab - Editing Communications

• Profiles - Highlighting A Profile - Adding A Profile To A Related Contact - Changing Profile Details


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• Setting The Main Contact For An Organisation • The Action Manager Module

- Creating Actions - Associating A Record To Your Action - Viewing Actions - Completing An Action - Recording A Response - Marking An Action As Complete - Setting Recurring Actions

• Reporting — a brief introduction - Basic Report - Report With Sub Lists - Biography Report - Standard Reports - Financial Reports - My reports

• Synchronising With Outlook Discussion of :

- Synchronisation Of Outlook Tasks - Synchronisation of Outlook Contacts - Synchronisation of Outlook Calendar

• Optional Topics Outlook:

- Adding Action/Task Categories - Removing Categories - Deleting Actions/Tasks - thankQ Reminder Window - Synchronising Tasks - Configuring Synchronisation Of Contacts - Adding Contacts To Synchronise - Synchronising Contacts - Removing Contacts from the Outlook Contact List

Who should attend: • Management

thankQ Electives - In Memoriam/ In Celebration


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You’ll be introduced to all aspects of In Memoriam management and develop the skills to manage your In Memoriam program.


Approximate Duration: 1 hour Components: • Creating In Memoriam/In Celebration

• Setting up Source Codes for In Memoriam/In Celebration • Payments for In Memoriam/In Celebration • Generating Letters for Next of Kin

Who should attend: Staff whose duties include: • Organising In Memoriam/In Celebration

thankQ Electives — Bequests You’ll be introduced to all aspects of Bequest management..


Approximate Duration: 2 hours Components: • Overview

• Setting Up Bequests In Thankq • Contact Management

- The Deceased Person Is Already Entered As A Contact In Thankq

- The Deceased Person Is Not Known To Thankq • Financial Tracking Of Bequests • Setting Up Bequests In Thankq - Types Of Bequests And Bequest Elements • The Bequest/Legacy Form - Setting Up A New Bequest - Editing An Existing Bequest • Setting Up Bequest Elements - Adding A Bequest Element - Editing A Bequest Element • Managing Pledges Associated With Bequests - Creating Pledge For Bequest/Legacy Element • Searching A Contact’s Bequest Record • Generating Reports


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• Writing Letters Associated With Bequests

Who should attend: Staff whose duties include: • Bequest Management

thankQ Electives - Grant Applications You’ll be introduced to all aspects of Grant Applications management and develop the skills to manage your Grant Applications program.


Approximate Duration: 3 hours Components: • Creating Source Codes for Grants

• Creating Destination Codes for Grants • The Grant Application Form • Creating a Grant Application • Setting up Main Contact • Grant Application Funding Information

- The Grant Application Funding Form - Adding and Editing Funding Information - Funding Totals

• Processing and Viewing Received Payments • Additional Information

- Adding/removing Information - Setting Priorities

• Actions - Action Management - Setting Priorities - Action Status

• Attachments - Attaching/Removing a File for an Application - Setting Priorities

• Notes • Pledge Information Relating to Grants • Grant Reporting


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Who should attend: Staff whose duties include: • Managing Grant Applications

thankQ Electives — Host/Guest Management You’ll be introduced to all aspects of Host/Guest Management.

Prerequisite: • ThankQ Essentials • ThankQ Events

Approximate Duration: 2 hours Components:

• Event Contact Details - Viewing Details - Inviting a Guest - Assigning Multiple Guests to a Host

• Contact Host/Guest Tab - Adding a Contact to a Host via the Host/Guest tab - Remove a Guest from a Host

• Reports - Indented — Campaign, Division, Host List - List of Hosts for Selected - Host-Guest List for Selected - Host-Guest List for Selected (Separate Reports) - Host-Guest List (with total pledged for last 3 years)

for Selected - Host-Guest List (with total pledged for last 3 years)

for Selected (Separate Reports) - Audit Report — History of Changes

Who should attend: Staff whose duties include: • Host/Guest management • Event Management

thankQ Electives - Volunteers This module details the step-by-step process the user will follow to use thankQ to manage a volunteer programme


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Prerequisite: • ThankQ Essentials Approximate Duration: 2 hours

Components: • Flagging Contact Records as Volunteers • Using Global Update to Flag Volunteers • Adding Volunteer Details • Volunteer contact information • Other associated information • Activity Role List • Creating Activities • Creating Roles • Assigning Volunteers to Roles • Volunteer Checks • Agency Checks • Self-Applications

Who should attend: Staff whose duties include: • Managing a Volunteer Program

thankQ Electives - Timesheets This module details the step-by-step process the user will follow to create and manage timesheets


Approximate Duration: 1 hour Components: • Creating and Editing Source Codes

• Creating a Timesheet • Logging a Timesheet • Locking a Timesheet • Reporting

Who should attend: Staff whose duties include: • Managing timesheets

thankQ Electives — Questionnaires You’ll learn how to use the Questionnaire module and develop a Word template for your questionnaire.

Prerequisite: • ThankQ Questionnaires


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Approximate Duration: 2 hours Components: • Creating a questionnaire record

• Creating a questionnaire file • Issuing a questionnaire form • Logging a questionnaire • Versions • Analysing your results • Creating questionnaire templates in Word

Who should attend: Staff whose duties include: • Questionnaire set up, distribution and analysis

thankQ Searching and Reporting to Excel You’ll develop a variety of search techniques using thankQ and report your results to Excel. Filtering, Pivot tables and Charting are some of the techniques that you’ll use to create your customised Excel reports.


Approximate Duration: 3 hours Components: • Power Searches

• Complex Power Searches • Yellow Box Searching • Reporting and analysing your results in Excel

- Filtering - Pivot Tables - Using Charts

Who should attend: Staff whose duties include:

• Extraction of data from thankQ, preparation of reports

thankQ Power Users You’ll be introduced to advanced functions of the thankQ system. You’ll be instructed on how to use advanced utilities for data extraction, power searching and reporting.

Prerequisite: • Knowledge of Windows systems and programs • ThankQ Essentials


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• ThankQ Finance • ThankQ Events

Approximate Duration: 6 hours Components: • Basic Power Searches

• And Searches Vs Or Searches • Constructing An Or Search • Constructing An And Search • Excluding Records From The Search Results • Complex Power Searches • Yellow Box Searching

- Wildcards - Search Operators - Searching With Tick Boxes - Modifying A Saved Search - Re-Running Quick Searches - Back/Forward Buttons

• Sublist Filtering And Reporting • Barcode Scanning

- Barcode Purpose Types - Pledge/Donation - Event Attendance - Profile - Member Renewal - Set Do Not Mail

• Action Manager - Overview - Date Fired Actions - Setting Up A Date Fired Action - Function Fired Actions

• Contact Relationship Management (CRM) - Assigning Contacts To A Manager - Relationship Plan And Automatic Reminders - Flagging CRM Communications - Displaying CRM Contacts In CRM View - Meetings Tab

Communications - Confidential Communications - Assign Communication To Another User

Addressing And Mailing - Households - Show/Hide Household


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- Copy Menu - Inclusive And Exclusive Mailing Preferences

Groups And Profiles - Overview - Loading Contacts Into A Group Via Excel - Groups Tab - Create A New Group - Transfer Contact From This Group To Another

Group - Add A Contact To A Selection Of Groups - Profile Tab - Highlighting A Profile - Adding A Profile To A Related Contact

Other Features - Biographical Tab - Add/Remove Pictures - Audit Tab - Contact Audit Tab - Relationships Tab - Specify A Related Contact’s Address As The - Default Address - Using a Related Contact’s Address As A Mailing

Preference Fundraising Statistics

- Overview - RFM Explained - Defining Year Periods

Events - Searching And Booking Techniques - Adding All Contacts From A Booking To A Structure Or

Session Mail Manager

- Segmentation Options

Who should attend: Staff whose duties include: • Contact Reporting • Financial Reporting • Event Reporting


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thankQ Specialised Training ESIT offer a specialised training service, available to our clients who’ve already completed standard training. Specialised training builds on the skills acquired during basic training and aims to refine your knowledge of the system. We tailor the training to your requirements. You can choose to cover topics from basic training which you may wish to review. Or you can select to examine areas and functions not covered in the standard training. Before a Specialised Training course can be reserved, we require a detailed list of topics you wish to cover during the session. Depending on the number and complexity of the topics we will calculate an estimated Approximate Duration for training and training preparation and quote accordingly. Training can be conducted either at your office or at ESIT’s training centre. A maximum of two participants can attend thankQ Specialised Training.

thankQ Reporter This module requires customised configuration and is consequently priced separately. Please contact ESIT regarding training for thankQ reporter.

Course Duration Course duration stated in outlines is approximate and depends on the number of attendees at any session.

esit pty ltd · esit pty ltd suite 1203, 275 alfred street north sydney nsw 2060 ph: +61 (2) 8904...

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