Whitney Holtby

Training Planning Session
In this session, we will review your agency's needs and map out the training sessions necessary to prepare your staff to successfully use Giv, including:

• Reviewing agency workflows and operational requirements
• Identifying training topics needed by each department
• Determining which staff members should attend each session
• Discussing role-specific training needs
• Establishing the recommended training schedule
• Planning next steps for implementation and onboarding

By the end of the session, your team will have a clear training plan to support a successful transition to Giv.