Workshop Schedule & Bookings

Important: COVID-19 (Coronavirus)

Given the risks associated with COVID-19 (Coronavirus) in Australia and across the world we are taking precautions in relation
to all training and gatherings. All training will be online until further notice.

All online training sessions use Microsoft Teams. Please ensure you can participate fully by testing your computers. You will also need either a computer headset (speakers and a microphone) or be able to dial into a teleconference to hear the audio.

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 grantmaking 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.

We offer 2 different online workshops designed for the beginner as well as the more experienced user. These online workshops are available all year round and are spread over 3 half days to facilitate easy online learning principles.

If you would rather face to face workshops we will have a limited offering detailed in the SmartyGrants Live section of this page.

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


Cost: AUD$350 - Online Workshop

Run over 2 half days - both days included in price. Must attend both days.

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

Spread over 2 half days 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:

Day 1 - 9:00am - 1:00pm

  • 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

Day 2 - 9:00am - 1:00pm

  • 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

SmartyStarter workshop is designed for beginners or less experienced users. It is offered over 2 half days. Both days are included in the booking registration and the course cost, and both days must be completed in order to gain a beginner's understanding of the full capabilities of the SmartyGrants system.

When registering for a SmartyStarter ensure that you are available for both half days and that you have a computer, with reliable internet service available.

After registration and a week before your session, you will receive an email confirmation from your trainer with instructions on how to log into the session and how to use Microsoft Teams.

These sessions are available all year round.

SmartyPlus Express: Develop your next-level skills


Cost: AUD$250 - Online Workshop

Take the express route to taking your Smartygrants skills to the next level.

Our intermediate-level SmartyPlus Express class will build on what you know, with workshops that are ideal for administrators and more experienced users. The half-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.

Key Learnings:

9:00am - 1:00pm

  • 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

SmartyPlus Express caters to the more experienced user and administrator. This workshop is fast-paced (express style) and designed to take your SmartyGrants Skills to the next level.

After registration and a week before your session, you will receive an email confirmation from your trainer with instructions on how to log into the session and how to use Microsoft Teams.

You will need a computer with reliable internet and to get the most out of your session it's a good idea to come along armed with questions and examples to troubleshoot.

These sessions are available all year round.

Schedule online workshops 2021

You are not restricted to only join a session in your own time zone. If you are an early riser for example and live on the east coast of Australia feel free to join an NZST workshop and say "Kia ora" to our Kiwi friends!

Time zone (* Daylight savings time when applicable) SmartyStarter: All you need to know get up and running (9:00am - 1:00pm) SmartyPlus Express: Develop your next-level skills (9:00am - 1:00pm)
AEDT/AEST* (QLD, NSW, VIC, TAS, ACT) Tue 9 & Wed 10 November (SOLD OUT) Fri 3 December (SOLD OUT)
Tue 23 & Wed 24 November Thu 16 December
Wed 1 & Thu 2 December
Tue 14 & Wed 15 December
ACST* (SA, NT) No Sessions Scheduled No Sessions Scheduled
AWST (WA) No Sessions Scheduled Thu 21 October (SOLD OUT)
NZST* (New Zealand) Tue 16 & Wed 17 November Thu 18 November

You will receive a confirmation email from your trainer prior to the training workshop. The confirmation email will have the start time and timezone listed. If you are in a State or Territory that does not have day light savings please ensure you take note of the start time.

Bookings, Cancellation and Refunds 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.

Sign-up to our newsletter