Apricot Coaching Events

Year-end isn’t just a busy season for fundraising—it’s a pivotal moment for impact teams. The data you review, refine, and collect now shapes the story you’ll tell in 2026 and the decisions your organization will make moving forward.

Join us for a practical coaching session designed specifically for impact and program management professionals. We’ll walk through how to evaluate your data in real time, identify what’s missing, and make smart mid-season adjustments that strengthen both your outcomes reporting and your narrative. Then, we will share product specific ways to put these insights to action using your Bonterra tool.

Change may be constant, but that doesn't mean its always easy. This is especially true when adopting new software and making adjustments to your staff's workflow. We want to help your team adapt to new tools like Apricot so your organization can get the most value.

In this session, we’ll talk through why successful adoption isn’t just about training—it’s about people, communication, and ongoing support. You’ll learn how to create a solid change management plan, avoid common pitfalls, and keep your team engaged throughout the process. We’ll also walk through some key features in Apricot to help you put these strategies into action.

Join us for a deep dive into how to build a solid governance framework for how your team manages, supports, and optimizes its use of software—so it works for you, not against you.

We’ll explore how defining roles, responsibilities, and routines can help your organization maximize ROI, reduce risk, and keep users engaged. You'll learn how to put structure around things like user access, data integrity, change management, and training. With real-world examples and a demonstration in Apricot, you’ll leave with actionable steps to make sure your platform stays aligned with your goals as you grow.

Data can be one of your most powerful tools in driving organizational success. Join us for an expert coaching session where we’ll walk through how to track and report on outcomes in Apricot so you can clearly demonstrate your impact—to funders, executives, and your own team.

You’ll learn how to set meaningful success metrics, align your reporting with programming goals, and use data to support strategic decisions. With practical tips and demonstration, this session will show you how to move from simply collecting data to using it to drive growth and prove value.

Bringing new team members into Apricot? Join Client Success Manager, Josh Nguyen, for a guided session covering everything you need to set your staff up for success from day one.

We'll walk through:

✅ Adding new users

✅ Adjusting roles and permissions

✅ Training staff on your Apricot processes, caseloads, and workflows

✅ Sharing tips and best practices from our experts

You’ll also get a live product demo and have time for Q&A — so bring your questions! Whether you're onboarding one person or a whole team, this session will give you the tools and confidence to do it right.

Do you struggle to measure the intangible impact of your programming? The answer is Assessments, and we’d like to show you how!

Join us for a best practice coaching session where we dive into the power of qualitative measures for demonstrating progress toward outcomes. We are joined by Annie Novacek, a Senior Digital Adoption Specialist who’s passion for Apricot is only rivalled by her obsession with making use of data.

In this session, we will review:

- The benefits of qualitative data in measuring outcomes

- Some common assessments for standardized tracking

- How to build an assessment in Apricot with automatic scoring

Assessments help you ask the questions your statistics may not show. Let us empower you to paint a more complete picture of your impact!

Your data tells the story of your organization’s impact - but only if it’s clean, consistent, and aligned to the outcomes that matter most.

In this session designed for Apricot users, we’ll cover both the how and the why of using Apricot to demonstrate impact:

- Data hygiene best practices: Ensure your database is accurate, reliable, and ready for reporting.

- Tracking the right metrics: Identify which fields and measures will resonate most with your board and supporters.

- Strategic storytelling: Learn from a fundraising coach how to pair your Apricot data with narrative insights that inspire confidence and generosity.

You’ll walk away with practical tips for strengthening your data practices in Apricot, as well as strategies to turn those numbers into powerful stories that showcase your mission’s impact.

Learn simple, repeatable ways to turn your work into stories that connect. In this coaching session, we’ll cover approachable techniques for shaping and sharing impact stories—paired with light-touch tips for using Apricot to support your narrative. No copywriting background required.

You’ll walk away with:

- Easy frameworks to structure a clear, compelling story

- Tips for turning program details and outcomes into plain-language story beats

- Guidance on short vs. long formats (captions, blurbs, one-pagers)

- Ideas for sharing stories across email, reports, and presentations

- Time for Q&A and quick practice prompts

Note: This session focuses on crafting and sharing stories. Ethical sourcing of participants stories will be covered in a separate session.

Stories are the heart of fundraising — they bring your mission to life and inspire donors to act. But great storytelling isn’t just about emotion; it’s about responsibility, authenticity, and respect for the people whose stories you tell.

In this session, Naheemah McMicheaux-McCallop will explore how to use character-driven storytelling to deepen donor connection while keeping ethics front and center. You’ll learn practical ways to identify and collect stories from your community, gain consent thoughtfully, and frame narratives that uplift rather than exploit.

Join us to discover how ethical storytelling can strengthen trust, spark empathy, and help your organization make a lasting impact.

When it comes to staff workflows, clarity is everything. Join our coaches for a practical session on designing efficient, effective workflows that make life easier for your team—and your reports cleaner on the backend.

We’ll cover best practices for:

- Building workflows that reduce friction and boost staff adoption

- Designing forms with data clarity in mind

- Avoiding common pitfalls like duplicate fields, logic overload, and inconsistent data entry

- Keeping your processes simple, scalable, and sustainable

After the group session, we’ll break into product-specific rooms for a hands-on walkthrough in Apricot and Penelope, where our experts will show how to apply these principles using features like form logic, field structure, and conditional visibility.

When it comes to staff workflows, clarity is everything. Join our coaches for a practical session on designing efficient, effective workflows that make life easier for your team—and your reports cleaner on the backend.

We’ll cover best practices for:

- Building workflows that reduce friction and boost staff adoption

- Designing forms with data clarity in mind

- Avoiding common pitfalls like duplicate fields, logic overload, and inconsistent data entry

- Keeping your processes simple, scalable, and sustainable

After the group session, we’ll break into product-specific rooms for a hands-on walkthrough in Apricot and Penelope, where our experts will show how to apply these principles using features like form logic, field structure, and conditional visibility.