Training – CommonGoals Software

Software can deliver amazing results when all its features are utilized. Ours is no different. But we realize that it doesn’t matter how much time or money we invest in creating intuitive, feature-rich software for you if nobody in your organization uses it!! That’s why CommonGoals Software offers a variety of flexible training options and delivery methods so that users of all levels can learn how to best use our software to attain those amazing results for your company.

Flexible Training Options

On-site Training

We come to you! CommonGoals software offers on-site training for $1,250 per day + expenses. The vast majority of administrative setup will be completed prior to the implementation and training so therefore we can focus solely on training the users. The training is conducted in both group and individual one-on-one formats to deal with general software utilization and general components such as tasks and client information. Thereafter, we provide role based training for each of the primary functional areas in your organization (Finance, Loan Officers, Administration, etc.) We bring all required documentation, develop a specific tailored agenda and exercises for your specific utilization of TEA to ensure all participants are completely informed and ready to go live with the software.

Online Training

Similar to on-site training but without the added cost of travel expenses. Online sessions are made available using GotoMeeting which provides the ability to conduct both group and individual one-on-one sessions. The training can be recorded so users can review the entire TEA implementation sessions as frequently as required. It also assists when you have new staff members join your team. As with on-premises training, the vast majority of administrative setup will be completed prior to the implementation and training so therefore we can focus solely on training the users. We provide role based training for each of the primary functional areas in your organization (Finance, Loan Officers, Administration, etc.) We provide all required documentation, develop a specific tailored agenda and exercises for your specific utilization of TEA to ensure all participants are completely informed and ready to go live with the software.

Live Webinars

A webinar – short for web-based seminar – is a live and interactive session which participants view from their own office or home via the internet. Webinars consist of a combination of video, audio and interactive elements enabling you to actively contribute to the discussion in real-time. A webinar is a great, cost-effective means of bringing people together for meetings, presentations, workshops or training.

Our webinars are generally offered free of charge and are often targeted to a specific group of user or focused on a specific topic or feature of interest. Our “Lunch ‘N Learn” webinar series is particularly popular and offers quick, 45-minute sessions covering topical issues and popular TEA features.

View Webinars Schedule

Online Mini-Courses

Online Mini-courses are designed to target TEA as it relates to specific roles and tasks of individual positions within an organization. Mini-courses vary from 2-3 hours in length, providing in-depth coverage in a short period of time, and are typically designed for Loan Officers, Finance Officers, SEB Program Coordinators, Project Managers, Credit and Collections Officers, Database Administrators, Management and Board Members. Costs vary depending on length of the course. Inquire about a group discount that mayb be available on certain courses!

Mini-courses typically cost between $195 and $250 per course. Each course is led by one of our experienced training specialists and complete agendas and notes are provided.

We typically offer our mini-courses several times each year.

View Mini-Courses Schedule

On Demand Videos

On-Demand Videos

On-demand training videos and pre-recorded webinars are available for viewing in our online TEA Knowledgebase, allowing you to access training videos and other material 24/7 – on your own schedule, not ours. (You must be a registered TEA user to access the KB).

View On-Demand Videos

Workshops & User Groups

Group workshops and user group sessions allow TEA users to come together in a common location and get live, in-person, instructor-led training and feature demonstrations in a group atmosphere. This type of training is typically organized by a common governing organization in order to bring together its members and fellow TEA users to discuss TEA best-practices, cover/introduce custom features and applications or to host open-forum user groups. Group workshops also offer great networking opportunity for peer organizations.

Live Webinars

Webinars are generally offered free of charge and are often targeted to a specific group of user or focused on a specific topic or feature of interest. Our “Lunch ‘N Learn” webinar series is particularly popular and offers quick, 45-minute sessions covering topical issues and popular TEA features.

View Webinars Schedule

Online Mini-Courses

We regularly schedule mini-courses throughout the year. These courses are offered online, are instructor-led and are between 2-3 hours long. The courses may be focused on a particular feature or role-based and provide in-depth coverage in a short period of time.

View Mini-courses Schedule

Flexible Training Options

On-site Training

On-site Training

Online Training

Online Training

Live Webinars

Live Webinars

Online Mini-Courses

Online Mini-Courses

On Demand Videos

On-Demand Videos

Workshops & User Groups

Workshops & User Groups

Live Webinars

Online Mini-Courses

Call us today at 800-354-5152 to discuss all your training needs.

Brian LeBlanc

Mike Wilcocks

Clint Gwin

John Mercola

Vickie Newmeyer