Upshot Open Training Sessions
Book A Training Session
The Open Training sessions are hosted by one of Upshot's friendly support team members, experts on the system!
The sessions will be delivered as engaging webinars suitable for new-starters or members of your team that just need a short refresher to brush up on their knowledge of the System. The sessions will be delivered in a supportive environment, where questions are welcome throughout.
The Open Training Sessions are free and last for 1 hour but capped at 40 people per session.
The sessions cover a range of areas, including:
- Monitoring – Adding attendees to understand demographics, creating activities, and sessions & registers to monitor engagement.
- Evaluation – Adding timeline events to track a participant’s journey and completing surveys to measure impact.
- Learning – Reporting on existing data through Upshot as well as taking data into Excel for further analysis.
- System Admin - Empowering System Admins to manage functions on the Upshot System including: Adding users, managing data fields and configuring sign up forms.
- Upshot for Monitoring, Evaluation and Learning (MEL) – Embedding your outcomes framework and MEL plan into the Upshot System to ensure meaningful data collection, reporting and learning.
- Special sessions – Deep dives into specific, one-off topics such as best-practice data collection in particular settings and scenarios as well as looking at the management of your Upshot account.
All online sessions are hosted on Microsoft Teams. Any questions or if you would like more information please contact us or call us on 020 3111 1455.
Monitoring - Adding participants, Activities, Sessions and Registers
Keep your data flowing!
During this hour long interactive online session, we enable you learn how to collect and manage your attendee and session data on the system.
This session is suitable for users who are brand new to Upshot and existing users who require a refresher on the monitoring elements of the system.
We will aim to cover commonly and frequently asked questions around data collection on Upshot and also use the session as an opportunity to show aspects of the system that could save you precious time.
What you’ll learn
- How to add attendees, asking the questions that evidence your reach
- Accepting and managing your Attendee Sign-Up Waiting List
- Adding locations to record where sessions are happening
- Creating activities and sessions to record what has been delivered
- Submitting registers and headcounts to confirm attendance
- How to manage your sessions and registers from the Upshot Mobile App
Thursday 07/05/2026 10am - book HERE
Tuesday 26/05/2026 2pm - book HERE
Thursday 18/06/2026 10am - book HERE
Tuesday 21/07/2026 2pm - book HERE
Thursday 13/08/2026 10am - book HERE
Tuesday 01/09/2026 2pm - book HERE
Evidence - Timeline Events, Surveys and Media
Evidence your impact!
During this hour long online session, we enable you to show your impact using the evidence-based features on Upshot. This session is suitable for users who are brand new to Upshot and existing users who require a refresher on the evidencing elements of the system.
We will aim to cover commonly and frequently asked questions around collecting impact data and also provide ample time for a Q&A at the end to address questions around your MEL needs.
What you’ll learn
- Adding milestones to attendees in the form of timeline events to show distance travelled
- How to create compelling case studies incorporating both quantitative and qualitative data
- How to create and send surveys which will provide opportunities to hear directly from your participants
- Uploading media to illustrate the great work you are delivering
Tuesday 12/05/2026 2pm - book HERE
Tuesday 09/06/2026 2pm - book HERE
Thursday 30/07/2026 10am - book HERE
Thursday 27/08/2026 10am - book HERE
Learning - Reporting (on-system)
Tell your story!
During this hour long online session, we guide you through the different reporting tools available on Upshot which will evidence your work. This session is suitable for users who are brand new to Upshot and responsible for reporting, and existing users who require a refresher on running reports on the system.
We will aim to cover commonly and frequently asked reporting questions and also provide ample time for a Q&A at the end to address questions around your reporting needs.
What you'll learn
- How to create Measured & Evidenced Indicators keeping track of your projects
- Reporting on People, Statistics, Attendance and Timeline events - bringing all your work together
- Map feature - including the use of overlays to show your reach in relation to the Index of Multiple Deprivation (IMD) and other data sets
Thursday 16/04/2026 10am - book HERE
Thursday 21/05/2026 10am - book HERE
Tuesday 23/06/2026 2pm - book HERE
Tuesday 04/08/2026 2pm - book HERE
Thursday 10/09/2026 10am - book HERE
System Admin Training
Empowering your Upshot System Admin(s)!
During this hour long interactive session we look to empower your system admin who can manage specific aspects of your account. This session is only suitable for users who have the System Admin role on Upshot.
We will aim to cover commonly and frequently asked questions and also provide ample time for a Q&A at the end to address questions around how to manage and control your Upshot account.
What you’ll learn
- Adding new users for your organisation and managing permissions
- Creating and managing attendee fields and timeline events
- Managing your registration form, attendee sign up form and bulk importing attendees
- Archiving and pseudonymising attendees
Thursday 09/04/2026 10am - book HERE
Thursday 04/06/2026 10am - book HERE
Tuesday 18/08/2026 10am - book HERE
Upshot for Monitoring Evaluation and Learning (MEL)
Meaningful data capture!
During this hour long online session, we explore how to embed a Monitoring, Evaluation and Learning (MEL) framework directly into your Upshot system. Rather than focusing on the technical setup, this session looks at the architecture of your Upshot account through a MEL lens ensuring your system reflects a MEL plan with outcomes and measures of success.
This session is suitable for users responsible for designing or overseeing MEL frameworks, as well as existing users who want to strengthen the strategic use of Upshot.
What you’ll learn
- How to bring your MEL plan to life by mapping projects and delivery into clear outcome frameworks within Upshot
- How to use a range of measurement techniques to evidence your outcomes effectively
- How to set meaningful indicators to track progress and measures of success across your work
Thursday 02/07/2026 10am - book HERE
Tuesday 15/09/2026 2pm - book HERE
Special Webinar Session
Tips and food for thought...
During this hour long online session, we take a deep dive into a specific topics designed to respond to common challenges and emerging needs from Upshot users. These special focus sessions concentrate on practical application, whether that’s best practice data collection in particular delivery settings (such as school-based programmes or 1:1 interventions) or giving your Upshot account a revamp or a tidy up.
Each session is tailored to a clearly defined theme, providing focused guidance, practical demonstrations and actionable tips that you can implement straight away. These sessions are suitable for both new and experienced users who want to strengthen a particular aspect of their practice or refine how their Upshot system is set up.
What you’ll learn
- Context-specific approaches to data collection that reflect the realities of your delivery setting
- Practical ways to structure projects, activities and registers to improve data quality and consistency
- How to review and tidy your Upshot account to ensure it remains clear, efficient and aligned with your current delivery.
Tidying up your Upshot account - Tuesday 07/07/2026 2pm - book HERE
Data collection for 1:1 delivery - Thursday 24/09/2026 10am - book HERE