Course Details

Digital Tools for NGO PM Training Course: Training in Jira, Trello, Power BI, DHIS2, KoboToolbox, and more

Introduction

Effectively managing projects is crucial for Non-Governmental Organizations (NGOs) to maximize their impact and achieve their missions. This intensive 10-day training course, "Digital Tools for NGO PM: Training in Jira, Trello, Power BI, DHIS2, KoboToolbox, and More," is specifically designed to equip NGO professionals with the essential digital literacy and practical skills needed to streamline project planning, execution, monitoring, and evaluation. Participants will gain hands-on experience with industry-leading tools, empowering them to enhance collaboration, improve data-driven decision-making, and ultimately deliver more effective programs.

In today's fast-paced world, leveraging digital tools is no longer an option but a necessity for NGOs striving for efficiency and accountability. This course goes beyond theoretical knowledge, providing a practical roadmap for integrating powerful software into daily operations. From agile project tracking to robust data collection and compelling data visualization, attendees will learn to harness the full potential of these digital solutions, transforming their project management capabilities and amplifying their positive change in the communities they serve.

Duration

10 Days

Target Audience

• Project Managers and Coordinators in NGOs
• Monitoring and Evaluation (M&E) Officers
• Program Staff involved in data collection and analysis
• IT Support Staff for NGOs
• Anyone in an NGO seeking to improve project management efficiency through digital tools.

Course Objectives

Upon completion of this course, participants will be able to:

• Understand the principles of agile project management in an NGO context.
• Effectively use Jira and Trello for task management, workflow automation, and team collaboration.
• Design and implement robust data collection forms using KoboToolbox.
• Analyze and visualize project data using Power BI for informed decision-making.
• Utilize DHIS2 for health information system management and reporting (where applicable to their NGO's work).
• Integrate various digital tools for a seamless project management ecosystem.
• Implement best practices for data security and privacy in digital tools.
• Develop compelling reports and presentations using data visualizations.
• Troubleshoot common issues encountered when using these digital tools.
• Foster a culture of digital literacy and data-driven project management within their organizations.

Course Modules

Module 1: Introduction to Digital Project Management for NGOs

• Overview of project management principles in the NGO sector.
• The role of digital tools in enhancing NGO project efficiency.
• Introduction to agile methodologies and their relevance for NGOs.
• Understanding data lifecycle in NGO projects: collection, analysis, use.
• Ethical considerations and data privacy in digital project management.

Module 2: Agile Project Management with Jira

• Introduction to Jira for project tracking and issue management.
• Setting up projects, boards (Kanban, Scrum), and workflows in Jira.
• Creating and assigning tasks, sub-tasks, and issues.
• Using Jira for sprint planning and backlog management.
• Generating basic reports and dashboards in Jira.

Module 3: Visual Project Collaboration with Trello

• Understanding Kanban boards and their application in Trello.
• Creating boards, lists, and cards for project tasks.
• Collaborating with team members using comments, checklists, and attachments.
• Utilizing Trello Power-Ups for enhanced functionality.
• Best practices for visual project management and task prioritization in Trello.

Module 4: Mobile Data Collection with KoboToolbox - Form Design

• Introduction to KoboToolbox for survey design and data collection.
• Designing effective survey forms with various question types.
• Implementing skip logic, validation rules, and relevance.
• Adding multimedia (images, audio) to survey forms.
• Testing and deploying forms for data collection.

Module 5: Mobile Data Collection with KoboToolbox - Data Management

• Collecting data using KoboCollect on mobile devices and Enketo Web Forms.
• Managing submitted data, including viewing, editing, and validating.
• Exporting data from KoboToolbox in various formats.
• Understanding data cleaning and quality assurance processes.
• Basic data analysis and reporting directly within KoboToolbox.

Module 6: Data Visualization and Business Intelligence with Power BI - Fundamentals

• Introduction to Power BI for data analysis and visualization.
• Connecting Power BI to various data sources (Excel, KoboToolbox exports).
• Understanding data modeling concepts in Power BI.
• Creating interactive charts, graphs, and tables.
• Designing basic dashboards for project monitoring.

Module 7: Data Visualization and Business Intelligence with Power BI - Advanced

• Advanced data transformation and cleaning using Power Query.
• Writing DAX (Data Analysis Expressions) for complex calculations.
• Creating compelling and insightful Power BI reports.
• Publishing and sharing Power BI reports and dashboards.
• Storytelling with data: presenting insights effectively.

Module 8: DHIS2 for Program Monitoring & Evaluation (Focus on NGO Context)

• Introduction to DHIS2 and its application in health and other sectors.
• Navigating the DHIS2 interface and understanding key concepts (data elements, indicators).
• Data entry and validation in DHIS2 for program data.
• Generating DHIS2 reports, charts, and pivot tables relevant to NGO programs.
• Using DHIS2 dashboards for program performance monitoring.

Module 9: Integration and Workflow Automation

• Exploring possibilities for integrating Jira, Trello, KoboToolbox, and Power BI.
• Introduction to automation tools (e.g., Zapier) for connecting applications.
• Automating routine project management tasks.
• Streamlining data flow between different digital tools.
• Building a cohesive digital ecosystem for NGO project management.

Module 10: Advanced Strategies and Future Trends

• Best practices for digital security and data governance in NGOs.
• Leveraging digital tools for donor reporting and accountability.
• Exploring emerging digital tools and technologies for NGOs.
• Building a culture of continuous learning and adaptation to new tools.
• Case studies and practical exercises integrating multiple tools for a complete project cycle.

CERTIFICATION

• Upon successful completion of this training, participants will be issued with Macskills Training and Development Institute Certificate

TRAINING VENUE

• Training will be held at Macskills Training Centre. We also tailor make the training upon request at different locations across the world.

AIRPORT PICK UP AND ACCOMMODATION

• Airport pick up and accommodation is arranged upon request

TERMS OF PAYMENT

Payment should be made to Macskills Development Institute bank account before the start of the training and receipts sent to info@macskillsdevelopment.com