- Actions Center: Facelift & New Features! (6/8)
- Making Reporting A Breeze: A Comprehensive Guide(4/29)
- Taking Control of Your Data with Labels (4/15)
- Winning Your Issues in 2021 (2/17)
- Getting Started with FiscalNote: The 4 Things you Should Do Now (1/19)
- Sifting Through the Noise: Managing Policy Documents that Matter in a New Session (1/11)
- Preparing for 2021: The 4 Things You Should Do Now (12/15/20)
- Best Practices from the Top Users at FiscalNote (11/19/20)
- Preparing for Elections - Researching Legislators in FiscalNote (10/29/20)
- Proving Your Value with FiscalNote's Reports (9/29/20)
Actions Center: Facelift & New Features! (6/8)
Summary:
We listened to feedback and heard you: it was time for an update to the Actions Center. In this 60 minute webinar we reviewed:
- The Actions Center facelift: How to navigate it
-
Using Custom Action Types to better suit your needs.
Example: How to create a "Board Meeting" Action Type to use, rather than the out-of-the-box option, "Meeting" - Best Practices for working with the current platform updates
- A Preview of other updates to expect in the near future
Presentation (Click here to download)
E-Book (Click here to download)
**Click here to learn more about the Actions Center improvements in the latest release! (June 2021)
Making Reporting A Breeze: A Comprehensive Guide(4/29)
Summary:
Reporting to internal and external stakeholders can seem daunting. Learn how, in just a few clicks, you can prove your value to your stakeholders. More specifically, on this webinar, we discussed:
1. The Core (4) Reports all Government Affairs professionals should create.
2. The One-Click Solution To Respond To Internal Stakeholder Requests
3. How To: Create Easily and Shareable Customized Reports
4. Overall Best Practices
Presentation (Click here to download)
E-Book (Click here to download)
Taking Control of Your Data with Labels (4/15)
Summary:
In an ever-increasing digital world, it's easy to lose track of the data you need. Are you in control of your data? Watch the webinar recording to learn how labels can help:
1. Classify Data: Policy Documents, Stakeholders, Activity, and more
2. The 4 Label Strategies: Theme, Market, Team, & Lobbying
3. Labels vs Issues: What's the Difference?
4. Overall Labels Management Best Practices
Presentation (Click here to download)
E-Book (Click here to download)
Winning Your Issues in 2021 (2/17)
Summary:
With a new President and new Congress, 2021 will be full of changes that impact your Issues. Are you prepared? Watch the webinar recording to learn:
1. Not missing a beat: keeping you and your team on the same page
2. Getting timely updates on policy changes, based on YOUR schedule
3. Updating and sharing your Issue response strategies
4. Reporting on your wins with your Stakeholders
Presentation (Click here to download):
E-Book (Click here to download):
Getting Started with FiscalNote: The 4 Things You Should Do Now (1/19)
Summary:
Getting Started with FiscalNote can be broken down into 4 distinct tasks:
- Create a place to store your information with Issues.
- Learn how to find the right information with Search.
- Get acclimated with Discovery Alerts which notify you of new policy documents.
- Map your stakeholders by Issue.
View the recording to follow along as we walk through what each task accomplishes, or use the 1-Pager and Training Center to learn more.
1-Pager (Click here to download):
Sifting Through the Noise: Managing Policy Documents that Matter in a New Session: (1/11/2021)
Summary:
Last year, over 250,000 bills were introduced on either the federal or state level. By the time this webinar began, 27/50 states had started their sessions, with 14 more starting later in the week (1/11 - 1/15). New members, uncertainties around COVID-19, and an increasing amount of policy to manage are on the immediate horizon.
View the recording and review the E-Book to learn best practices for sifting through the noise and focus on the policy documents that matter most.
Presentation (Click here to download):
E-Book (Click here to download):
Preparing for 2021: The 4 Things You Should Do Now (12/15/2020)
Summary:
In this session, we discussed 4 key tasks to help prepare for both: (1) New sessions, and (2) A new calendar year. Watch the entire presentation or review the materials below.
Presentation (Click here to download):
E-Book (Click here to download):
Best Practices from the Top Users at FiscalNote (11/19/2020)
Summary:
In this session, we discussed strategies and best practices for leveraging FiscalNote from your peers: fellow FiscalNote clients. Watch the entire presentation or review the materials below.
Presentation (Click here to download):
E-Book (Click here to download):
Preparing for Elections - Researching Legislators in FiscalNote (10/29/2020)
Summary:
In this session, we discussed strategies and best practices for finding effective and ideal partners when researching Legislators in FiscalNote. Watch the entire presentation or review the materials below.
Presentation (Click here to download):
E-Book (Click here to download):
1-Pager (Click here to download):
Proving Your Value with FiscalNote's Reports (9/29/2020)
Summary:
In this webinar, we discussed FiscalNote's recommended "Core 4 Reports" and how to create them. Watch the entire presentation or review the materials below.
Presentation (Click here to download):
E-Book (Click here to download):
1-Pager (Click here to download):
Note: We are constantly rolling out updates and making improvements to the platform. Please help us keep the Help Center up to date by reporting any information that may need some updating at support@fiscalnote.com.
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