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Resources

CRM guidance - searching and exporting data

Find out more about the different ways that you can search for and export data using the CiviCRM.
15 April 2019
Guidance

CRM guidance - managing contacts using relationships

Find out how to make your data as useful as possible, by using the relationships function on the CRM.
15 April 2019
Guidance

CRM guidance - Importing contacts and activities

Find out how to save time by importing contacts or activities in bulk to the CiviCRM.
15 April 2019
Guidance
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How to tell a strong story

Powerful stories are key to our work. Find out some of the steps you can follow to write an engaging story.
3 April 2019
Guidance

CRM guidance - finding and merging contacts

Make sure your CRM contains good quality data by making sure you don't have duplicate contacts on your CRM.
28 March 2019
Guidance
Hospital department

How you can help put people at the heart of future stroke services

Read our briefing about how Healthwatch can make sure people have a say about the reconfiguration of stroke care.
26 March 2019
Guidance
Man working on his laptop

Business continuity template

An editable template for planning your business recovery during an emergency or disaster.
19 March 2019
Guidance

Template: Doing a Data Protection Impact Assessment

Data protection Impact Assessments are a requirements under the General Data Protection Regulation. Here we explain how an when you should carry one out and provide you with a template.
20 February 2019
Guidance
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How to engage your local MP or councillor

Make sure that local elected representatives are kept informed about what people think of local health and care services. Follow our short guide to building an effective relationship with MPs and councillors.
5 February 2019
Guidance
Filing Cabinet

Template: Information Asset Register

Data protection legislation requires you to record how you manage information. This resource provides you with a template you can use to do this.
5 February 2019
Guidance
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How to plan your communications

There are a number of things to think about when planning your communications. We've put together a checklist of things to consider throughout your campaign.
31 January 2019
Guidance
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How to take a good photo

A great photo can catch people's attention and draw in your audience. Whether it's for social media, your website or publications, good photos are vital to help you tell your stories.
31 January 2019
Guidance

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