Workshop Schedule & Bookings

Important: COVID-19 (Coronavirus)

Given the risks associated with COVID-19 (Coronavirus) across the world we are taking precautions in relation to all trainings and gatherings. We hope to be able to run face to face sessions at some point in 2021.

In the meantime, we have transitioned to online training sessions using GoToWebinar. To ensure you can participate fully, you must have both Javascript and Java enabled in your browser. You will also need either a computer headset (speakers and a microphone) or be able to dial into a teleconference to hear the audio. Test your system capabilities for using GoToWebinar.

Our training workshops are designed to give SmartyGrants users a practical, interactive, engaging and affordable understanding of how SmartyGrants works.

The workshops also will help you work your grant making process into the SmartyGrants system. We will show you how SmartyGrants can make your job easier, from creating applications forms through to reporting, and everything in between.

Workshops will be held online until further notice.

Note: we do offer several training options, choose the solution which best suits your needs - see training options for more information.

SmartyStarter: All you need to know to get up and running


9:00am - 4:30pm

Cost: $245 per attendee - Online Workshop Price

New to SmartyGrants? Meet others in the same boat, and get all the skills you need to start your online grantmaking?

Our introductory workshop will give you a solid grounding in everything SmartyGrants with practical information on how to meet all your administrative needs and make your grantmaking easier. Our aim is to give you all the tools to minimise the administrative burden, to free you up to make a real difference in your communities.

Key Learnings:

  • What SmartyGrants is and how it is designed to work
  • How to create and test forms
  • Opening a grant round
  • What applications look like from the applicant's and grantmaker's perspective
  • Assessment processes
  • How to manage through the different stages of your process
  • Tasks functions
  • Decision making and allocation of funds
  • Using acquittals/reporting for your applicants work
  • Filtering your applications
  • Running default and snapshot reports

SmartyPlus: Develop your next-level skills


9:00am - 4:30pm

Cost: $245 per attendee - Online Workshop Price

So, you have completed our introductory course or have been using SmartyGrants for a while? Are you ready to take your SmartyGrants skills to the next level?

Our intermediate-level SmartyPlus class will build on what you know, with workshops that are ideal for administrators and more experienced users. The full-day course will guide you through how to customise, convert, review and report on your current programs.

You'll also be able to develop what you've learnt from previous programs or grants rounds, and examine what you can do to improve your processes.

We can help you use the SmartyGrants system to its full capacity, explain all the new tools we're working on and share skills in best practice that have been developed by the Australian Institute of Grants Management (AIGM).

Key Learnings:

  • Data hygiene - structure and customise Standard Fields, Contact Fields and Choice Lists
  • How to use CLASSIE (Classification of Social Sector Initiatives and Entities) to enable systematic classification
  • Bring the gender agenda into focus for grantees and grantmakers with our built-in Gender Lens
  • How to use Calculated Fields
  • Tips and tricks with standard fields and forms to review applications/project success
  • Better ways to provide feedback to applicants, how to give good news and be constructive
  • Build the reports you need using the Customise Report templates for both Word and Excel outputs including: summaries of grant rounds, assessment reports, produce notification letters, and to analyse your grantgiving over time


Training vouchers may be used for sessions.

We have moved all scheduled sessions to online training sessions using GoToWebinar. To ensure you can participate fully, you must have both Javascript and Java enabled in your browser. You will also need either a computer headset (speakers and a microphone) or be able to dial into a teleconference to hear the audio. Note: to test your system capabilities for using GoToWebinar, click here

Note: you are welcome to join any event irrespective of your location. Please note that workshops will be run in the local time of the destination, taking into account daylight savings and regional time zones. Please let your trainer know if you have any questions about start time.

SmartyStarter: All you need to know get up and running SmartyPlus: Develop your next-level skills
MELBOURNE Wednesday 29 July 2020 Thursday 20 August 2020
Wednesday 19 August 2020
SYDNEY Tuesday 11 August 2020 Wednesday 12 August 2020
Thursday 8 October 2020
BRISBANE Thursday 3 September 2020 No Workshops Scheduled
Monday 12 October 2020
CANBERRA Thursday 5 November 2020 Friday 6 November 2020
ADELAIDE Thursday 29 October 2020 Friday 30 October 2020
PERTH Wednesday 11 November 2020 Thursday 12 November 2020
HOBART Thursday 26 November 2020 Friday 27 November 2020
AUCKLAND NZ No Workshops Scheduled No Workshops Scheduled
WELLINGTON NZ Wednesday 23 September 2020 Thursday 24 September 2020

Please note: Course details are correct at time of publication; however, dates, times and venues may change. Any changes will be advised via email to registered participants - please ensure you provide a correct email address during registration.

SmartyGrants reserves the right to cancel a workshop if required. Any registered participants will be notified if a workshop is cancelled and will be offered a refund or transfer.

Bookings & Cancellation Policy

Registrations must be paid 10 working days prior to the event. Workshops are confirmed via email no less than one week before the event, using the email address provided on registration. NO REFUND is available where notice of cancellation is received after a workshop has been confirmed. If you are unable to attend on the day of training due to illness or workload changes, you may transfer your registration to another member of your organisation, or your voucher/ payment will be forfeited. Written notice to is required for cancellations and substitutions.

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