Stage 1: Get a feel for Altru
In this stage, just get familiar with Altru and how to use some of the resources available to you. Don't worry about learning the details of daily, weekly, and monthly tasks yet; simply focus on the layout, features, and concepts of Altru. With this foundation, you’ll quickly learn the details in the next stages and prepare yourself to work in Altru.

Week One:
  1. Get a Blackbaud.com account. Blackbaud.com Login Help
  2. Complete the Basics of Altru eLearning course.
  3. Join the Altru Community.
  4. Read Altru for Beginners.
  5. Enroll in the Blackbaud University online instructor-led courses. These two courses are prerequisites for all other Altru online instructor-led courses:
  6. If you are also responsible for fundraising at your organization, check out the role-based training guide for Development Directors: What training is recommended for a new Development Director?
  7. If you are also responsible for membership at your organization, check out the role-based training guide for Membership Managers: What training is recommended for a new Membership Manager?​
  8. If you are also responsible for fundraising and special events at your organization, check out the role-based training guide for Fundraising and Special Event Managers: What training is recommended for a new Fundraising and Special Events Manager?
  9. If you are also responsible for Guest Services at your organization, check out the role-based training guide for Guest Services Managers: What training is recommended for a new Guest Services Manager?
Stage 2: Learn how to do your job
The trainings and resources in this section are arranged so that your most common tasks are addressed first.

Week Two - Daily Tasks:
Constituents
As an Executive Director, you’ll be interacting with constituent records in your database regularly. Use these resources to understand the constituent record in Altru.
  1. Check out these Help Topics:
  2. Watch these videos:
  3. Enroll in the Blackbaud University online instructor-led course Altru: Constituent Record Management.

Prospect Management
The prospect and major giving tools in Altru help you to monitor your moves management plan steps and proposed funding asks as you cultivate prospective donors. 
  1. Enroll in the Blackbaud University online instructor-led course Altru: Major Giving and Prospect Management
  2. Download this User Guide for reference: Prospect Management
  3. Review this Altru Masters Workshop Recording & Handout: Creating a Successful Moves Management Program

Week Three - Weekly Tasks:
Reporting and Analysis 
Altru offers many reports and other analytical tools to assist you in analyze revenue raised and your progress toward your fundraising, membership, sales, and financial goals.
  1. Enroll in the Blackbaud University online instructor-led course Altru: Data Analysis.
  2. Start by checking out these these key reports:
  3. Check out these Help Topics:
  4. Watch this Video: Configuring Smart Fields in Altru
  5. ​Refer to these Knowledgebase articles:
  6. Search the Knowledgebase using the keywords "How to report on" for the answers to commonly asked reporting questions.
  7. Review these Altru Masters Workshop Recordings & Handouts:

Query
Query is a grouping tool that allows you to group records with similar characteristics. Queries are used throughout Altru to filter what records should be included in a mailing, report, export, or process.
  1. Enroll in the Blackbaud University online instructor-led courses:
  2. Check out the Help Topic: Getting Started in Query.
  3. Watch the Altru Query videos.
  4. Practice query with a few of these examples:

Week Four - Monthly & Occasional Tasks:
Understand Revenue Recognition in Altru
In addition to the actual donor, additional constituents can also be recognized for revenue added to Altru. This is done using recognition credits. Understanding how recognition credits are applied and then used by analytical tools in Altru is critical to getting the most out of Altru.
  1. Check out these Help Topics:
  2. Watch these Videos:
  3. Refer to these Knowledgebase articles:

Stage 3 - Practice makes perfect
Now that you’ve learned the basics and laid the foundation to mastering Altru, let’s hone those skills through practice and review.

Week Six and Beyond: