2013 National Leadership Conference

1. 2013 National Leadership Conference SCORE Technology & Tools for Volunteers • Amanda Capozio, Webmaster, SCORE National Office • Dick Leslie, Chapter Admin, San Diego, CA

2. Today’s Agenda • Speaker Introductions & Session Overview • Resources Available Now • Volunteer Center • SCORE Training Site • Phase 1 CORE System: Email Mentoring & Reporting • Future Additions & Timeline • Phase II CORE System : What to Expect • Where to Find Latest Information • Questions?

3. What’s Behind the Changes? • One Login for all systems • Allow mentors to see data and report activity with any client • True CRM: Tracks all touches with each client – mentoring, workshops, etc. • Allow chapters to administer their own volunteers

4. The Future: Phase II CORE System CORE = Client Outcomes & Relationship Engagement • What to Expect • On-Boarding Process • Scheduling System • Add Client (Form 641) • Form 888 • NPS Survey • Reporting • Where to Find Latest Information • Phase II CORE System Updates • Knowledgebase

5. On-Boarding Process • How It Works Now • New members imported from WebIT weekly • Username = Email Address • Password = Generic Assigned • New member receives email confirmation with login credentials

6. On-Boarding Process (cont.) • In Phase II CORE System • Chapter Admin enters new members into the system • Username = Email Address • Password = Generic Assigned • New member receives email confirmation with login credentials

7. Appointment Scheduling • For Face-to-Face Appointment Scheduling • Chapters Choose Whether to Use Scheduling or Not • Chapter Admin Manages Chapter Appointments • Volunteer Manages Own Appointments • Clients able to Select Available Appointment Time • Automatic Email Confirmation Messages Sent

8. Appointment Scheduling (Client) • Selects available appointment time when submitting a Local Mentoring Request • Appointment reminder sent 2 days prior to appointment • Able to cancel appointment, if necessary

9. Appointment Scheduling (Admin) • View All Chapter Appointments • Add/Edit/Cancel All Appointments • Email confirmations sent for any appointment changes • Select Primary Mentor and/or Co-Mentors • Enter Client, if applicable

10. Appointment Scheduling (Volunteer) • View All Chapter Appointments • Add/Edit/Cancel Own Appointments • Email confirmations sent for any appointment changes • Add Co-Mentors • Enter Client, if applicable

11. Form 641: Add Client • Intake form for ALL services provided, including workshops • Part 1: Contact Info • Part 2: Demographic Info *Defaults to unknown. Volunteers choose to update or not. • Part 3: NEW Section*Required to differentiate between Counseling, Training or Update.

12. Form 888: Workshops • Admin enters workshop information (Name, Date, Attendees, Revenue) • A list of all workshops entered appears in the client Form 641

13. NPS Survey • Automatically sent to clients after their 1st and 4th sessions • Admins can view all survey results from their chapter’s clients • Volunteers can view survey results from their own clients

14. Phase II CORE System Reporting • MIS Reports • Monthly reports displayed in a dashboard view • Access chapter performance metrics • Same data as in the past but in a simpler design • Able to view, print and export reports • Workshop Reports • Reports available to each chapter • View national data on workshop usage. Includes top 10 attended workshops and performance data collected on a monthly basis. • Mentoring Reports • Current CORE reports expanded to include more specific information • View reports for the chapter and individual volunteers

15. View Latest Information • Phase II CORE System Updates • Wireframes, Timelines and Other Updates Available at support.score.org/core • Knowledgebase • How-to Guides • Training Webinars • Helpful Links • To visit the support site, go to support.score.org