Training options

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 from January - June 2021. To view the online workshop schedule click here

Limited face to face, on-location sessions will be offered from June - December 2021, we have labeled these workshops as "SmartyGrants LIVE". The safety of our staff and participants is paramount and all appropriate measures will be taken. View the SmartyGrants LIVE schedule.

We love talking about SmartyGrants and we’re happy to deliver as much training as you need. We understand that the needs of every organisation is different, and
that different people learn in different ways. We are always happy to work around your needs.

Getting started

We know starting out with new software can be intimidating, so we ensure each new SmartyGrants user is given sufficient access to our training and service staff and their endless knowledge of the SmartyGrants system.

For organisations with an Annual Access Fee of NZD$7,250 and below, the following training is FREE.

  • Onboarding consultation (up to 2 hours)
  • Training pack
  • 2 personalised webinars (up to 2 hours per webinar)
  • 6 webinar vouchers for SmartyStarter/SmartyPlus Express

For organisations with an Annual Access Fee of NZD$12,000 and above, the following training is FREE.

  • Onboarding consultation (up to 2 hours)
  • Training pack
  • 2 personalised webinars (up to 2 hours per webinar)
  • 12 webinar vouchers for SmartyStarter/SmartyPlus Express

Self Service: Videos and Documentation

All of the material we cover in our training sessions is covered off in our SmartyGrants Help Hub documentation and videos, so it might be worth you checking whether you actually need us to deliver specific training for your organisation or whether the self service approach is enough. The Help Hub is free for any SmartyGrants user.

If you can’t find what you need through SmartyGrants Documentation or our Training Videos, let us know. We can either help you find where the information you need is located, or help you directly to solve your issue.

Online Workshops

We have two online workshops available, SmartyStarter and SmartyPlus Express, to suit your training needs. These online workshops gather together users from different organisations (within the same timezone). These trainer-led sessions walk through the features of SmartyGrants and provide participants with practical and interactive activities so that each participant leaves with a greater understanding of the core functions of SmartyGrants and how they might apply their own internal processes to the system.

For session details, including cost and schedule, see our Workshop Schedule and Bookings page.

All online training sessions use 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.

Face-to-face training

Running for a limited time we will be hosting "SmartyGrants LIVE" workshops. These workshops combine the SmartyStarter and SmartyPlus Express workshops with a networking event we call a "Muster". These events will gather together SmartyGrants users from different organisations (limited to major centers only) and provide training in the system as well as the opportunity to collaborate, brag and steal from your peers.

For session details, including cost and schedule, see our Workshop Schedule and Bookings page.

Custom workshops

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 custom training will be online from January - June 2021.

Custom training allows you to set the agenda. You can have up to twelve people attend the same workshop, perfect if you want to train teams in bulk or deep dive into several specific areas of SmartyGrants. Once the date and time have been coordinated by our team, a trainer will be in touch with your organiser to run through what will be covered in the day. Our trainers are best placed to work out how long each topic will take, depending on the level of experience of the attendees.

We have two options available to ensure your needs are met:

  • 1 hour (AUD$150.00) Ideal for a single topic deep dive. Perhaps you have just completed your first application form and would like a trainer to review this with you, maybe you would like more information on merging contacts? You might be an experienced user who would just like to run through a complex process with a trainer
  • 4 hours (AUD$600.00) Best suited to a few different features such as form building and the assessment process. There's also the possibility of booking two half days to run through the online workshop outline with your entire team.

All online training sessions use 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

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