DDMS Mastery for Charities, Not-for-profits, and Churches: Path to Certification
*Course is not free, please use the Contact Us page for pricing.
Module 1: Introduction to Parish Administration with DDMS
Module Overview and Learning Objectives
Role and responsibilities of Parish administration with DDMS
Overview of common Parish structures and administrative workflows
Understanding Diocesan policies applied in DDMS
Understanding CRA rules and regulations
Managing workflows within DDMS
Understanding Entities within DDMS
Using scheduled tasks and reminders in DDMS
Factors that support information value and data accuracy
Module 2: Overview of DDMS
Module Overview and Learning Objectives
Overview of the general system and main elements
A business level understanding of DDMS features, functions, and benefits
Key Topics
Information storage, access, and reporting
Supporting remote work
Processes
Standardization and quality control
Profiles and Relationships
Ministries and groups
Events and sacraments
Document management
Communications
Tracking donors, recording donations, receipting, and bookkeeping
Queries and reports
Message, ToDos, Reminders, Notifications
Maintaining data accuracy
User roles and permissions
Module recap and Q&A (30 minutes)
Module 3: Basic Functions
Module Overview and Learning Objectives:
How to perform basic functions with core system components
Functional expertise entering, changing, and working with core system components
Key Topics:
Profiles – organization, people, groups
Relationships
Groups
Events and Sacraments
Documents
Use of Flags
Search function, user settings/views, menu lines
Export, Show on Map
Data cleanup
Common situations
Merges
Communications
Mailing Lists
Emails
MailChimp
SMS
Module recap and Q&A (30 minutes)
Module 4: Areas of Specialization
Module Overview and Learning Objectives:
How to perform specialized functions in DDMS related to subjects/areas beyond those supported by core functions.
Expertise working with specialized business functions in DDMS.
Key Topics
Accounting
Entering transactions
Recording donations
Online donations
Pllenty Configuration
Pllenty Transactions
Cash donations
Envelope donations
Preauthorized payments
Out of country (USD etc.)
Reversing donations
Categorizing types of donations
Issuing tax receipts
Account (envelope) management
Fund and sub-fund Management
Accounting system and ledger configuration
Processes
Document Generation
Safe Environment
Security Administration
Mass Intentions
Report Builder
Building Management (future add on…)
Cemetery Management (future add on…)
Module recap and Q&A (30 minutes)
Module 5: Certification and Review
Training recap
Study guide for certification exam, including practical scenarios
Review exercises
Core exercises (e.g. entering and changing profile information and relationships, performing merges)
Exercises by area of specialty
Module 6: Lab Exercises
Portal login
Profiles – organization, people, groups
Relationships Management
Groups Management
Events and Sacraments Management
Documents & Document Management
Flag Management
Accounting Processes
Process Management
Reports Management
Certification Path
Final Exam
A practical and knowledge-based exam to assess proficiency in using DDMS.
Practical scenarios
Questions assess real-world applications of DDMS in charities, not-for-profits, and churches.
Certification Award
Participants who score 80% or higher on the final exam will receive a certificate of completion.
Certificate includes reference to the participant’s area of specialization.
Certification signifies proficiency using DDMS to support the mission and operational needs of charities, not-for-profits, and churches.
*Course is not free, please use the Contact Us page for pricing.