AFP-Nimble AMS Project Center
Updated October 28, 2022
NEW: Training Recordings | Materials
Document: Nimble AMS Training Manual
Key Resources
- Project Updates
- Discovery Meetings Schedule & Recordings
- Project Meeting/Demo Recordings & Materials
- Training Resources & Links
- Workbooks
- Nimble Project/Discovery Team Personnel
- AFP IT Task Force Information
Project Updates
AFP Global Database Project: Database Launch Date Change, New Timeline (August 18, 2022)
After recent calls with Nimble and internal discussions, we have decided to push back the official go-live launch date for the new database from Tuesday, September 27, to now be Monday, November 14.
Why The Change?
While both AFP and Nimble believe the project requirements can (and still will be) completed by the September 27, "success" is defined not just by basic delivery, but by both the refinement of these functionalities as well as the comfort of staff and chapters that will be using these tools. It is clear that such training and familiarization would not be fully possible given the current project trajectory - a number of requirements are still being built and tested, and might not be ready until well in September.
Moving our go-live date to November 14 will provide more time for AFP and Nimble to:
- Develop and finalize all project requirements
- Test and refine the database to ensure a successful launch and adoption
- Review data migrations and clean up the information being imported
- Train staff and allow time for staff to review/play with the database
- Conduct follow-up sessions where staff can raise issues and questions regarding the database
- Enhance the user experience and dashboards for staff, and set up reports and dashboards for chapter admins
- Produce materials and training for chapter admins, both online and at LEAD
- Communicate and educate members on changes coming in terms of website experience
- Ensure all integrations with third-party vendors are working
- Still launch our Chapter Accord process in a timely manner
The New Timeline
Now-Sept. 23: Requirements Build-out & Implementation
Sept. 26-Oct. 7: End-to-End Testing (Internal w/ Staff)
October 4: ICON Registration Launch (using new database service)
October 18: Training: Accounting
October 20-22: AFP LEAD - chapters to lean about new portal, Accord process
October 26-27: Training: All Staff
Week of Oct. 31: Emails to members, chapters on impending changes
November 1: Chapter Webinar: New Chapter Portal (new date - TBA)
November 4: Database System Hold
November 5: Final Data Upload
November 14: Database Go-Live
November 16: Chapter Webinar: Accord Launch/Process (new date - TBA)
Thank you again for your dedication and help making this project a success.
Discovery Meetings: Full Call Schedule (September 30 - October 13, 2021)
Discovery Recordings:
| Session Topic | Session Date | Recording Link | Recording Password |
| Accounting (1 of 2) | 9/30/2021 | https://vimeo.com/619916406 | AFP2021 |
| Accounting (2 of 2) | 9/30/2021 | https://vimeo.com/620040766 | AFP2021 |
| Accounts a & Affiliations | 10/1/2021 | https://vimeo.com/623525776 | AFP2021 |
| Donations (1 of 2) | 10/4/2021 | https://vimeo.com/623384240 | AFP2021 |
| Community Hub | 10/4/2021 | https://vimeo.com/623627798 | AFP2021 |
| Membership (1 of 2) | 10/5/2021 | https://vimeo.com/623699899 | AFP2021 |
| Membership (2 of 2) | 10/5/2021 | https://vimeo.com/624457162 | AFP2021 |
| Donations (2 of 2) | 10/6/2021 | https://vimeo.com/625763242 | AFP2021 |
| Merchandise & Subscriptions | 10/6/2021 | https://vimeo.com/625762458 | AFP2021 |
| Events (1 of 2) | 10/7/2021 | https://vimeo.com/625763794 | AFP2021 |
| Events (2of 2) | 10/7/2021 | https://vimeo.com/626456691 | AFP2021 |
| Committees | 10/8/2021 | https://vimeo.com/626809594 | AFP2021 |
| Chapters (1 of 2) | 10/11/2021 | https://vimeo.com/629452514 | AFP2021 |
| Chapters (2 of 2) | 10/11/2021 | https://vimeo.com/629510521 | AFP2021 |
| Integrations (1 of 2) | 10/12/2021 | https://vimeo.com/630416619 | AFP2021 |
| Integrations (2 of 2) | 10/12/2021 | https://vimeo.com/630423638 | AFP2021 |
| Exhibits, Sponsorship, Advertising | 10/13/2021 | https://vimeo.com/632251750 | AFP2021 |
| Programs, Certification | 10/13/2021 | https://vimeo.com/632249814 | AFP2021 |
Below please find the complete listing of Discovery calls scheduled between September 30 - October 13. Meeting requests have been sent to the team members associated with each topic based on our previous Workbook assignments (see "Workbooks" below for a review of those assignments and relevant Workbooks). Please re-familiarize yourself with your relevant Workbooks before your meetings.
That being said, any AFP staff member is welcome to join any call they feel they could provide appropriate and important insights, experience and feedback.
All scheduled times should be viewed as estimates. Some sessions will go long, while others will go faster than expected. All participants should plan for flexibility, if possible, around start and end times as some shuffling of the sessions or times may occur.
Note: We anticipate having follow-up calls and meetings the week of October 25 to (re)address any open or unclear questions and requirements. More information will be provided about these calls once needs are ascertained and the appropriate follow-up schedule is determined.
Nimble AMS Discovery Agenda
Thursday, September 30th Sessions
9:30 am – 12:00 pm (10:45 am – 11:00 am Break)
Zoom: https://zoom.us/j/9620066921
Accounting
- Entities
- Accruals
- Recognition
- Payment Gateway
- Payment Methods
- Flex Payments
12:00 pm - 1:30 pm
Lunch Break
1:30 pm - 4:00 pm (2:30 pm - 2:45 pm Break)
Zoom: https://zoom.us/j/9620066921
Accounting (cont.)
- Transactions not in Nimble
- G/L Batch export
- CH Accounting
- Deferred Income
- Multi-currency/language
Friday, October 1st Sessions
9:30 am – 12:00 pm (10:45 am – 11:00 am Break)
Zoom: https://zoom.us/j/9620066921
Accounts & Affiliations
- Record Types
- Statuses / Categories
- Demographics
- Affiliations
- Member/Non-Member
- Online-Directories (Individual/Company)
Monday, October 4th Sessions
9:30 am – 12:00 pm (10:45 am – 11:00 am Break)
Zoom: https://zoom.us/j/9620066921
Donations
- Online Donations
- Recognition and Summaries
- Soft Credit
- Matching Donations
- Pledges
- Recurring Giving
12:00 pm - 1:30 pm
Lunch Break
1:30 pm - 4:00 pm (2:30 pm - 2:45 pm Break)
Zoom: https://zoom.us/j/9620066921
Community Hub
- Navigation
- Account Creation
- Account Affiliation
- Account Management
- Personal Snapshot
- Company Snapshot
- Company Roster
- Demographics
- Multi language display
- Engagement
Tuesday, October 5th Sessions
9:30 am – 12:00 pm (10:45 am – 11:00 am Break)
Zoom: https://zoom.us/j/9620066921
Membership
- Member Types
- Company/Individual
- Terms
- Special Pricing
- Auto Renew
- Processing
- Flow down
12:00 pm - 1:30 pm
Lunch Break
1:30 pm - 4:00 pm (2:30 pm - 2:45 pm Break)
Zoom: https://zoom.us/j/9620066921
Membership Online
- Online Join
- Online Renew
Wednesday, October 6th Sessions
9:30 am – 12:00 pm (10:45 am – 11:00 am Break)
Zoom: https://zoom.us/j/9620066921
Donations (cont.)
- Online Donations
- Recognition and Summaries
- Soft Credit
- Matching Donations
- Pledges
- Recurring Giving
12:00 pm - 1:30 pm
Lunch Break
1:30 pm - 4:00 pm (2:30 pm - 2:45 pm Break)
Zoom: https://zoom.us/j/9620066921
Merchandise
Subscriptions
Thursday, October 7th Sessions
9:30 am – 12:00 pm (10:45 am – 11:00 am Break)
Zoom: https://zoom.us/j/9620066921
Events
- Types
- Dynamic Registration Control
- Special Pricing
- Coupons
- Speaker Management
- CEU Tracking
- Waitlisting
- Register a coworker
- Badges and Profile updates
12:00 pm - 1:30 pm
Lunch Break
1:30 pm - 4:00 pm (2:30 pm - 2:45 pm Break)
Zoom: https://zoom.us/j/9620066921
Events (cont.)
- Types
- Dynamic Registration Control
- Special Pricing
- Coupons
- Speaker Management
- CEU Tracking
- Waitlisting
- Register a coworker
- Badges and Profile updates
Friday, October 8th Sessions
9:30 am – 12:00 pm (10:45 am – 11:00 am Break)
Zoom: https://zoom.us/j/9620066921
Committees
- Standard Configuration
- Chapter Committees
- Nomination/Submission (OOS)
- Volunteer Interest (OOS)
- HL Community Integration (collaboration)
Monday, October 11th Sessions
9:30 am – 12:00 pm (10:45 am – 11:00 am Break)
Zoom: https://zoom.us/j/9620066921
Chapters
- Membership
- Demographics
- Committees/Roles
- Chapter Leadership Portal/Admins
- Chapter Events/Administration
12:00 pm - 1:30 pm
Lunch Break
1:30 pm - 4:00 pm (2:30 pm - 2:45 pm Break)
Zoom: https://zoom.us/j/9620066921
Chapters
- Membership
- Demographics
- Committees/Roles
- Chapter Leadership Portal/Admins
- Chapter Events/Administration
Tuesday, October 12th Sessions
9:30 am – 12:00 pm (10:45 am – 11:00 am Break)
Zoom: https://zoom.us/j/9620066921
Integrations
- Event Management (and Accounting) - Maritz
- GoToWebinar or WebEx
- Marketing Automation - Real Magnet
- SSO/CMS - Drupal
- GL Export
- BlueSky/PathLMS
12:00 pm - 1:30 pm
Lunch Break
1:30 pm - 4:00 pm (2:30 pm - 2:45 pm Break)
Zoom: https://zoom.us/j/9620066921
Integrations
- eShow (Exhibit Management)
- Higher Logic (with activity writeback)
- Higher Logic Chapters
- YM Careers (OOS)
- Others (OOS) (KornFerry, BizZone, DirectAnswer, custom sites)
Wednesday, October 13th Sessions
9:30 am – 12:00 pm (10:45 am – 11:00 am Break)
Zoom: https://zoom.us/j/9620066921
Exhibits/Sponsorship/Advertising
- Exhibit integration review
- Sales Cloud (sales management)
12:00 pm - 1:30 pm
Lunch Break
1:30 pm - 4:00 pm (2:30 pm - 2:45 pm Break)
Zoom: https://zoom.us/j/9620066921
Programs
- Certifications
- Accreditations
- CEU Tracking
- LMS Integration review
Project Meeting Recordings & Materials
- YM + Nimble AMS Demo of Chapter Platform (11/22/2021)
Presentation | Recording (Passcode: AFP2021) - AFP - Bluepay Processing Review (11/22/2021)
Presentation | Recording (Passcode: AFP2021) - Nimble AMS Trailhead Training Workshop Session (9/14/2021)
Presentation | Recording (Passcode: $2u%iGZm) - AFP-Nimble Discovery Kick-Off Call (8/17/2021)
Powerpoint | Recording - Familiarization Training (7/26-27/2021)
Training Agenda | Manual | Recordings: Day 1 (Passcode: %4Zaa=Q1) | Day 2 (Passcode: a#h51d&y)
Training Resources & Links (Salesforce CRM/Nimble AMS )
General Staff Training
Please follow these steps to set up your Salesforce/Nimble account and begin your self-guided training:
- First, create and set up your free Trailhead Profile Account with Salesforce: https://trailhead.salesforce.com
- Review this Trailmix put together by Nimble that provide the Basics for Nimble AMS Users: https://trailhead.salesforce.com/users/rbanwar/trailmixes/the-basics-for-nimble-ams-users-4-19
- Start taking the recommended Salesforce CRM Trailhead Badges:
https://help.nimbleams.com/basics-6177652.html
- Have questions or looking for suggestions/advice? Visit the Trailblazer Community Feed:
https://success.salesforce.com/
- Feeling adventurous? Think about taking some additional Nimble AMS-Specific Training Classes:
https://nimble-ams-training.communitybrands.com/
- You can also visit the Nimble AMS Help Page for any Nimble-specific questions you have:
https://help.nimbleams.com/
- Other Key Resource Links:
Nimble Training Manual
List of Reports That Come Standard With Nimble AMS
Note: If you need a refresher on what Trailhead is, how to set up your account, and how to select training courses and badges to take, please rewatch the Nimble AMS Trailhead Training Workshop Session (9/14/2021): Presentation | Recording (Passcode: $2u%iGZm)
Advanced Training Options
For AFP staff requiring more technical and advanced administrator-level knowledge and understanding of Salesforce, as well as for anyone looking to build their Salesforce skill set, the following options are available:
Recommended Immersive Salesforce Admin Training (Fee/Registration required):
- Administrative Essentials for New Admins in Lightning Experience (ADX201)
- Administrative Essentials for New Admins in Lightning Experience - Extended (ADX201E)
- Administration Essentials for Experienced Admins (ADM211)
Corresponding Admin-level “Trailheads” (Free):
- Administrative Essentials for New Admins Prework
- Administrative Essentials for Experienced Admins Prework
Nonprofit Cloud and Nonprofit Success Pack (NPSP) Trails (particularly if we decide to leverage the Nonprofit Data Architecture (NPSP - this will be determined in Discovery):
- Explore Nonprofit Success Pack (NPSP)
- Nonprofit Cloud Basics
- Nonprofit Cloud Implementation Best Practices
- Fundraise with Nonprofit Cloud
Workbooks
Workbooks drive the Discovery phase of any database project and system deployment, and act as a basis for discussion and final decision-making for deliverables. Filling out the dozen+ Workbooks will enable Nimble AMS to jumpstart the discovery process by soliciting answers to common questions asked during the requirements gathering phase. Our feedback will be used to find common functionality within Nimble AMS or identify opportunities to tailor the platform to meet our unique business function.
How To Access The Workbooks
The Workbooks are in Google Docs (link below). You will need to have or create a Google Docs account (here is a document explaining the Google Doc account process: https://www.nimbleams.com/blog/how-to-use-google-docs-with-your-existing-email/).
Nimble Workbook Folder: https://drive.google.com/drive/folders/1NX88TW71xkLxPwkcddcywxCdoRkj_ZUI?usp=sharing
Here you will find the following Workbooks:
00- Configuration
10 - Accounts
11 - Membership
12 - Accounts - Finance
13 - Committees
14 - Events
15 - Subscription
16 - Donations
17 - Merchandise
19 - Program
21 - Sponsorships
22 - Advertising
23 - Exhibitor
30 - Community Hub
31 - Community Hub Look
32 - Chapters
60 - Data Migration
70 - Integrations
Staff Workbook Review Assignments:
Allison Sedwick
13 - Committees
*32 - Chapters
Austin Alderdice
*17 - Merchandise
22 - Advertising
Ayat Hassan
*16 - Donations
Baterdene Yura/Finance
11 - Membership
*12 - Accounting
4 - Events
*16 - Donations
21 - Sponsorships
22 - Advertising
23 - Exhibitor
Brian Lu
00- Configuration
10 - Accounts
11 - Membership
12 - Accounting
13 - Committees
14 - Events
15 - Subscription
16 - Donations
30 - Community Hub
*60 - Data Migration
*70 - Integrations
32 - Chapters
Chris Amos
*21 - Sponsorships
22 - Advertising
23 - Exhibitor
Chris Dinegar
*14 - Events
23 - Exhibitor
Chris Griffin
*19 - Programs
David Sigman
*12 - Accounting
Derek Mulhern
*13 - Committees
32 - Chapters
Evan Northup
*16 - Donations
Joe Cardenas
*12 - Accounting
16 - Donations
Kelley Brown
13 - Committees
*32 - Chapters
Kendall Joyner
*14 - Events
*19 - Programs
Kimberly Boyd-Lewis
14 - Events
*19 - Programs
Lisa Davey
*13 - Committees
Lori Gusdorf
*16 - Donations
Michael Nilsen
*15 - Subscription
16 - Donations
Rose Sandoval
13 - Committees
*32 - Chapters
Sam Edwards
13 - Committees
*32 - Chapters
Sawanna Foster
*11 - Membership
Shayna Camp
*19 - Programs
Taryn Gold
13 - Committees
19 - Program
*32 - Chapters
Tiffany Oglesby
*11 - Membership
Todd Mclaughlin
*11 - Membership
13 - Committees
15 - Subscription
17 - Merchandise
32 - Chapters
Vanessa Mayo
*14 - Events
Nimble Project/Discovery Team Personnel
Executive Sponsor
Daryl Stevenson
General Manager, Nimble AMS
Email: Daryl.Stevenson@communitybrands.com
Project Sponsor
Prassanth Lakshminarasimhan
Director, Client Services
Email: Prassanth.l@communitybrands.com
PMO Manager
Tina Carr, PMP
Manager, Enterprise Software Project Management & Services Operations
Email: Tina.carr@communitybrands.com
Development Manager
Jake Juby
Development Manager
Email: Jake.Juby@communitybrands.com
Customer Account Director
Julie Tracz
Customer Account Director Customer Success
Email: Julie.Tracz@communitybrands.com
Data Manager
Jim Zerbe
Data Manager
Email: Jim.zerbe@communitybrands.com
Project Manager
Phyllis Carroll, PMP, CSM
Project Manager
Email: Phyllis.carroll@communitybrands.com
Nimble Consultant Lead
Geoff Williams
Director of Business Solutions
Email: Geoff.williams@communitybrands.com
Nimble Consultant
Jeremy Thompson
Nimble Consultant
Email: Jeremy.thompson@communitybrands.com
Others:
- Karyn Powell (Resource Manager)
- Diana Arencibia (Operations Manager, Billing)
- Rob Banwar (Director of Enterprise Accounts & Sales Enablement)
- Tim Burke (Sr. Director of Enterprise Sales & Alliances)
- Jon Melenson (Trainer)
- Jennifer Frantom (Training Coordinator)
AFP IT Task Force Information
Key Information
- AFP Chapter Leader Database and Website Overview Survey: Executive Summary
- AFP Chapter Leader Database and Website Overview Survey: Key Chapter Requirements
- Meeting Slide Deck (Sept. 27, 2021)
- Nimble Workbook Folder: https://drive.google.com/drive/folders/1NX88TW71xkLxPwkcddcywxCdoRkj_ZUI?usp=sharing
Note: Please let me know if you get a "request access" message and I will add you to the Google Dive.
