Nonprofit Accelerator Volunteer Mgmt 2-wk Workshop

As the official launch partner and co-creator of the Volunteer Management application, Wipfli has expertise designing and training on volunteer workstreams and the Power Platform. Explore how the platform can help attract, engage and retain volunteers to grow and serve your community. Understand how the Volunteer Management app fits within your overall organizational strategy and how the Power Platform can connect other key processes such as Program Management, Client Services, Marketing & Outreach, and Fundraising & Engagement. By the end of your workshop, you will gain an understanding of the capabilities of the platform and how it can be leveraged to meet your needs.

***Agenda

Week 1

• Introduction to Microsoft Power Platform
• Overview of Nonprofit Accelerator and Volunteer Management Application
• Discussion & review of core processes & current organizational challenges

Week 2

• Design facilitation of the application and how it aligns with your key processes
• Strategy & Roadmap visioning to get the most value out of the accelerator

Deliverables

• Gain understanding of Microsoft's Volunteer Management Application in order streamline and engage your volunteer workforce
• Develop a technology strategy & roadmap leveraging the nonprofit accelerator + Power Platform
• Design framework on how to extend the volunteer management app to align to your processes
• Recommended scope, roles, & timelines to implement strategy

You will also gain an overview of how the Power Platforms brings together integrated solutions that can be implemented to:

• Manage & engage key relationships with Model Driven Apps and Portals
• Report on KPIs with Business Intelligence
• Build & scale low code custom apps with Canvas Apps
• Extend to Dynamics 365 Field Service to manage schedules & service tasks
• Extend to Dynamics 365 Marketing to manage communications for onboarding, outreach & mobilization
• Leverage workflow & automation across applications with Power Automate