Get to Know Program Management Module

Learning Objectives

After completing this unit, you’ll be able to:

• Explain how Program Management Module (PMM) can help your organization track and analyze its work.
  
• Name the custom objects and tools included in PMM.
  

This module provides information about Program Management Module, a managed package solution.

For information about integrated program management solutions, complete the Manage Programs with Nonprofit Cloud trail.

If you’re not sure which solution your organization uses, check with your Salesforce administrator.

Meet Program Management Module

Salesforce for Nonprofits helps organizations like yours build the relationships that drive change—and nowhere are those relationships more critical than with the people and places you serve.

Fortunately, Program Management Module (PMM) can provide you a single view of your relationships and programs, delivering the data and insights to power better outcomes. 

Installing PMM in Salesforce gives you an app and data structure that includes objects and features to manage your programs and services, like program engagements, service deliveries, and service schedules. It also comes with built-in reports and dashboards that you can apply to your mission right away.

In this badge, we cover the basics to get you started with PMM. Let’s go!

Understand PMM Objects and Tools

PMM adds custom objects to Salesforce’s existing relationship management tools. Let’s explore a few of those objects and how they’re used to track your critical work.

• Programs track the thematic areas that make up your organization’s mission, like workforce development, housing, or literacy.
  
• Program Engagements connect your programs with the beneficiaries of your services, whether you work with people, organizations, places, animals, or something else. Think of engagements like an enrollment record.
  
• Program Cohorts group program engagements so they can be tracked and measured together. For example, you could create cohorts for the participants in a particular class, the public parks in your service area, or the animals in one of your shelters.
  
• Services represent the work your organization does, such as elementary reading classes, housing placement, or food delivery.
  
• Service Deliveries track each individual instance of a service, measured however makes sense for your cause and organization. For example, you could record service deliveries as hours of instruction, items distributed from a food pantry, or the number of visits with social services clients.
  

PMM also includes helpful tools to manage and analyze your programs. Service schedules and bulk service deliveries, for example, help you plan and quickly record your service deliveries. And, as you build up a treasure trove of data, built-in Salesforce reports and a ready-to-use dashboard for Tableau’s analytics platform help you use data-driven, strategic thinking to invest in what's working and change what's not.

To better understand how all of these objects and tools work together, check out the video, which shows them all in action.

The quiz in this unit asks questions based on the content of the included videos. Be sure to watch the videos to get the information you need to answer the questions.

Use PMM for Any Mission

PMM is designed for organizations working toward the greater good, not any specific mission. The tools included in PMM are flexible enough to use whether you focus on social services, animal welfare, performing arts, education, or any other mission.

Check out this video to discover how one organization puts PMM to use for their cause.

Now that you understand the basics of PMM, you can go deeper using the links in the Resources section. We suggest completing the entire Manage Programs with Nonprofit Cloud trail on Trailhead. In those badges, you learn more about how you can use Salesforce to respond to the needs of those you serve and show the world the impact of your programs.

Get Hands-on with Nonprofit Success Pack

If you want some practice with these concepts, we’ve got you covered. Download the Hands-On Training Guide to get started.

Resources 

• Resource Guide: NPSP Base Camp Resource Guide
• Hands-On Training Guide: Salesforce for Nonprofits Base Camp: Implementing the Program Management Module
• Salesforce Website: Nonprofit Success Pack & Other Managed Packages
• Trailhead: Program Management Module (PMM) Basics
• Trailhead: Service Delivery with Program Management Module (PMM)
• Trailhead: Data Analysis with Program Management Module (PMM)
• Salesforce Help: Program Management Module Documentation