Custom Training
Online and on-site custom training
Prerequisite for booking: to make the most of your custom training booking, we ask that you take the time to explore our extensive course library in SmartySkills. Once you have acquired 2,500 points, you will have covered most of the essential content.
Following your use of SmartySkills, our online Help Hub documentation and our weekly Q&A sessions, our Training Team is happy to assist you with a custom training session where you can set the training agenda. We recommend you book a session between 1 and 4 hours in length depending on the amount of content you wish to cover off. Our Trainers are best placed to work out how long topics will take depending on the level of experience of attendees. During the session, you can deep dive into specific areas of SmartyGrants in the context of your process.
| Beginner Tier |
|---|
| Get up and running in SmartyGrants quickly and easily. |
| Our training team will connect with you to understand your training needs in your particular context. |
| We can assist you in familiarising you and your team with the key SmartyGrants functions you will need to be successful in your role. |
| Intermediate Tier |
|---|
| Take your SmartyGrants skills to a whole new level. |
| If your processes are already firmly established, our training team will connect with you to understand where you could be improving. |
| Suitable for teams that have been using SmartyGrants for some time. |
| Advanced Tier |
|---|
| Equip yourself to utilise SmartyGrants to its full potential. |
| There is always more that SmartyGrants could be doing to give you and your team more hours in the day. |
| Our training team can help you identify where SmartyGrants could be taking on more of the administrative burden to take the pressure off. |
Example session formats
| 1 hour | 4 hour |
|---|---|
| Single topic deep dive | Multi topic exploration |
| (e.g. system overview, form building or workflow design) | (e.g. assessment process design and snapshot reports) |
| 1 hour | 4 hour |
|---|---|
| Single topic deep dive | Multi topic exploration |
| (e.g. standard fields, conditional logic or calculations) | (e.g. budgets, funding and acquittal management) |
| 1 hour | 4 hour |
|---|---|
| Single topic deep dive | Multi topic deep dive |
| (e.g. custom report building or mailouts) | (e.g. standard sections, reports and Analytics) |
- Each session is facilitated by a SmartyGrants Training and Support Specialist who will take the necessary time to familiarise themselves with your specific context.
- We can customise the training session to address content across a number of tiers to make sure that we address your specific needs.
- All training sessions include follow up resources and materials to ensure you are supported beyond your custom training experience.
Our online custom training costs are available on request (training charged hourly).
On-site custom training is available if you would like to experience our high-quality training face-to-face. The same hourly training costs apply to on-site training, in addition to accommodation, meal and travel expenses. To request a quote to book a custom workshop, contact our Support and Training Team.
All online training sessions use Microsoft Teams. If you are not familiar with Microsoft Teams, we would encourage you to watch this video to familiarise yourself with it. Check that your system meets the minimum requirements here.
An online training session will be arranged as a backup delivery option for all on-site custom training bookings. In cases where travel disruptions, illness or other circumstances prevent a face-to-face session from taking place, we can revert to online delivery if suitable.
To organise a date and time for a custom training session, please contact our Support and Training Team.
Bookings, cancellations and refunds policy
Where a training invoice has been issued, it must be paid at least 10 business days prior to the date the training is scheduled. Training bookings are confirmed via email to the primary contact for the training booking approximately 3 business days before the scheduled training date for online training, or approximately 7 business days prior to the date the training is scheduled for face-to-face training. Once training is confirmed, we begin to incur costs. Thus, if you find that you are unable to attend training after it is confirmed:
a) Where an invoice has been issued, no refund is available.
b) Where a voucher has been redeemed in lieu of an invoice, the voucher is forfeited.
c) You may nominate someone else from your organisation to attend the training in your place.
All on-site training is organised alongside an online training contingency. Should the online training contingency be enacted at our request after a session is confirmed, a refund of the difference between the on-site and online training costs will be provided. Should the online training contingency be enacted at your request after a session is confirmed, a refund for any recoverable costs will be provided. Please note, this might exclude accommodation and travel expenses.
Written notification of changes to training bookings, including requests for cancellations and refunds, should be sent to service@smartygrants.com.au.