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2013 National Leadership Conference

Originally Presented at the. 2013 National Leadership Conference. SCORE Technology & Tools for Volunteers. Amanda Capozio, Webmaster, SCORE National Office Dick Leslie, Chapter Admin & Webmaster, San Diego, CA. Today’s Agenda. Resources Available Now Volunteer Center & SCORE Training Site

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2013 National Leadership Conference

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

  2. Today’s Agenda • Resources Available Now • Volunteer Center & SCORE Training Site • Local Workshops on the Chapter Website • Volunteer Center My Chapter Page • 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 to Access All SCORE Systems • Allow Mentors to View & Report Activity with Any Client • True CRM: Tracks All Touches with Each Client – Mentoring, Workshops, etc. • Chapters Able to Administer their Own Volunteers • Search Volunteers Nationwide

  4. Volunteer Center SCORE Directories Welcome! Box Quick Links Tabs

  5. SCORE Training Site

  6. San Diego: Local Workshops

  7. San Diego: Local Workshops

  8. San Diego: Volunteer Center Access

  9. San Diego: Volunteer Center Access

  10. San Diego: My Chapter

  11. San Diego: My Chapter

  12. San Diego: My Chapter

  13. Email Mentoring System • Launched Dec. 20, 2012 • Email Message Saved as Session Note Automatically • Record Hours When Sending Reply to Client

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

  15. 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

  16. 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

  17. 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

  18. 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

  19. 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

  20. 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

  21. Form 641: Add Client • Part 1: Basic Contact Info • Part 2: Demographic Info *Defaults to unknown. Volunteers choose to update or not. • Part 3: Session Notes • *Required to differentiate between Counseling, Training or Update.

  22. Form 888: Workshops • Admin Enters Workshop Report (Name, Date, Attendees, Revenue, Topic, etc.) • Constant Contact Automation to be Added

  23. 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

  24. 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

  25. Phase II CORE System Reporting • 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

  26. 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

  27. Questions? • For more information, visit our support site at www.support.score.org/core. • If you have any questions and/or comments, please send an email to help@score.org.

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