AFP-Nimble AMS Project: Staff Resources
Updated September 16, 2021
Key Resources
- Project Meeting/Demo Recordings & Materials
- Training Resources & Links
- Workbooks
- Project Timelines
- Nimble Project/Discovery Team Personnel
Project Meeting Recordings & Materials
- 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 Trailhead Profile Account with Salesforce: https://trailhead.salesforce.com/en
- 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
Project Timelines
Project Timeline Status Slides: 8/10/21 Staff Meeting | 8/24/21 Staff Meeting
High-Level Project & Preparation Timeline
- AFP signs CB/Nimble AMS – AFP Proposal
- July 2021: Pre-Discovery Preparation Phase
- Stage 1: Staff Preparation
- Stage 2: Staff Familiarization
- August/September2021: Discovery Phase Kick-off Meetings
- Stage 3: Complete Workbooks
- September-December 2021: Estimated Discovery Phase
- January 2022: Implementation Phase Begins (Design/Build)
- Summer 2022: Review & Acceptance
- Stage 4: Database Training for All Staff, Chapters
- Fall 2022: Execute database
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)
