Please note that these trainings are currently only accessible by administrators with a log-in to a ClearGov Transparency, Digital Budget Book, Plan and Track, Budgeting product. If you are looking for Disclosure Studio training or Financial Engagement training, please reach out to your Point of Contact.
Note: Before you click any of the links below, please ensure that you have logged into ClearGov and selected the ? and ClearGov Academy to log-in.
What type of Training are you looking for? Select the option to navigate directly to it:
Available Group Workshop Sessions
Capital Budgeting
- Getting Started with Capital Budgeting (Part 1) - Built to Last
- Getting Started with Capital Budgeting (Part 2) - From Requests to Reports
- Year 2+ of Capital Budgeting - Return of the Requests
Capital Project Tracking
Digital Budget Book
- Getting Started With Budget Book - Financial Pages That Actually Work
- Year 2+ of Digital Budget Book - Ctrl + C, But Smarter
Operational Budgeting
- Getting Started With Operational Budgeting - Part 1: Laying the Groundwork
- Getting Started with Operational Budgeting - Part 2: Stop. Collaborate. Decisions.
- Year 2+ of Operational Budgeting - What’s New and What’s Next
Personnel Budgeting
- Getting Started with Personnel Budgeting - Part 1: The Data Model Manager
- Getting Started With Personnel Budgeting - Part 2: Positions and Scenarios
- Year 2+ of Personnel Budgeting - Revising your Roster
Strategic Planning
Additional Workshops
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Getting Started with Document Building - Telling Your Story
- For Digital Budget Book, Digital Financial Reporting, and/or Strategic Planning
- Getting Started with Charts - Graph It Like It's Hot.
Individual Workshops
Note: We recommend completing coursework or attending a group workshop, before attending a 1:1 training to ensure a productive session.
Customized Education Sessions with the Training Team
Need more in-depth, personalized help? A Q&A Session is a 60-minute session designed to support you through specific, nuanced challenges you’ve already identified.
Quick Educations Sessions with the Training Team
Got one specific question or stuck on a small issue? A Quick Help Session is a focused, 15- to 30-minute session with a ClearGov Adoption trainer, designed to help you move forward quickly. We’ll ask you to complete a brief survey before the session so we can prepare and solve your problem quickly.
Not sure where to start? Schedule a Training Consultation
This 15-minute session is your first step to getting the most out of your ClearGov experience. Think of it as a guided conversation—not a full training—where a ClearGov trainer will learn about your needs and help point you in the right direction. By the end of this session, you'll have a clear next step toward getting the help you need without wasting time on the wrong training.
Note: For same-day training opportunities, register for the waitlist. We will email you if you have been moved off the waitlist and registered as an attendee for your chosen workshop time.
Have more questions or need assistance?
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