1  Welcome and Overview

Session 1 - 7/24/2025

Overview

Participants will review the migration cohort timeline and understand the key milestones ahead. They will establish a shared grounding and data practice philosophy to guide decisions and ensure consistency. By the end, all participants will articulate their commitment and clearly define the expected outcomes of the CRM migration.

Pre-Reading

• Cohort Overview
• Cohort Timeline
• Pathways to Power Toolkit (Section: Introduction)
• Action Builder Demo
• Action Network Demo

Recording

Slides

If you would like to make a copy you can find the slides here

Takeaway

There are no takeaway materials for this session