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Event
Membership Peer Community: 3/21/23
Join your peers at philanthropy-serving organizations who serve in member services roles for a round-robin call to share your latest successes, tackle problems, and provide insight.
Resource
Membership Metrics in Salesforce
This resources includes recordings from the KM Collaborative's February 16, 2022 and March 2, 2022 Office Hours calls focused on Membership Metrics in Salesforce.
Resource
Management Tools and Practices
2023 KM Users Group session: Management Tools and Practices. While much of our knowledge management work is technical, without great interpersonal practices and project management tools in our toolboxes, the technical work can’t move forward. In this session, we heard from KM Partners who shared their candid experiences about implementing tools and practices at their PSOs.
Event
Membership Peer Community: 9/19/23
We will continue the lively conversation about onboarding processes on the Membership Peer Community listserv for the first 30 minutes of the meeting followed by break-out discussions.
Philanthropy Event
Building an Intersectional Philanthropic Approach: Climate Change, Agriculture, and Healthy Rural Communities
Resource
101 Communication Tools Resources
These are the notes and recording from the 2020 Virtual KM Users Group 101 Communication Tools session.
Resource
Email Deliverability with Allison Jai O'Dell
These are the notes and recording from the 2021 Virtual KM Users Group session Email Deliverability with Allison Jai O'Dell.
Resource
Best Practices for Onboarding and Training New Staff Resources
These are the notes and a recording from the 2020 KM Users Group session titled Best Practices for Onboarding and Training New Staff session.
Resource
Getting Started with Migrating Salesforce Automation to Flows
These are the agenda, notes, and recording from the 2022 KM Virtual Users Group session Getting Started with Migrating Salesforce Automation to Flows.