Base Camp Manager Training Pathways Guide – Judy Binder, DTM

1. Base Camp Manager Training Pathways Guide – Judy Binder, DTM

2. Base Camp Manager Training • Club VP of Education • Club President • Club Secretary • I am now the Base Camp Manager for my club. What is it, how does it work, and what do I do NOW?

3. Agenda • What is it? • Duties • Do This First • Track a Member through Level 1 • New Member Orientation • Q & A • References

4. What is it? • Base Camp Manager is an online tool used to track and approve club members work on a path in Pathways.

5. Duties • Primary Manager – VP of Education • Support – President and Secretary • Approve Level Completions • Print Completion Certificates • Enter Completion Information for Printed Paths • Approve Projects Conducted Outside of the Club • Track Member Progress

6. Do This First • Have a Toastmasters International Login Userid and Password • Only if you do not already have one • Needed to enter Base Camp Manager • Needed to enter Club Central

7. Do This First • Verify you are set up for incoming Pathways messages • See what your club is currently using • Freetoasthost or group email • Check that your name is correctly in place on July 1 • Freetoasthost: Your name also has your officer designation • Group email: you are in the group • See handout Prepare for Inbound Pathways Messages

8. GETTING STARTED

9. GETTING STARTED

10. Log In, Learn More

11. Track a Member Through Level 1 • Who in my club is in Pathways? • Login to Toastmaster International • Go to Club Central

12. Track a Member – Club Central • Select your club • Select Club Roster

13. Track a Member – Club Central • Club Roster Report • Name, Education Level, Current Officer role, Toastmaster member number, email, phone, address, etc. • Pathways Enrolled • Example • Judy Binder, DTM • Vice President Education • 12345678 • Pathways Enrolled

14. Level 1 Map

15. Track a Member – Use Manager

16. Track a Member – Use Manager

17. Track a Member – Use Manager • Manager Tutorials • Base Camp Manager Overview • Project Information and Resources • Level Completion • Path Completion in Printed Materials • Projects Outside of Our Club • Tracking Progress

18. Track a Member – Use Manager

19. Track a Member – Use Manager • Member Progress • Individual Progress • Path Progress • Path Type • Recently Selected Paths • External Training • Doing a project or part of a project outside of the club • WARNING! WARNING! • Club members that belong to more than one club may appear and disappear from Base Camp Manager.

20. Track a Member – Use Manager

21. Track a Member – Use Manager

22. Track a Member – Use Manager

23. Track a Member – Use Manager

24. Track a Member – Use Manager • Member Progress – Level 1 in progress • Individual Progress • Training Title (Path) • Toastmaster name and ID number • Transcript Status • Registered or In Progress • User Status • Percent complete

25. Track a Member – Use Manager • Member Progress – New member Hildy has selected a path • Individual Progress – Level 1 • Path - Presentation Mastery • Smith, Hildy and ID number • Transcript Status: Registered • The Path has not been opened • User Status: 0 Active • Shows on Club Roster as Pathways Enrolled

26. Track a Member – Use Manager • Member Progress – Hildy has opened her path • Individual Progress – Level 1 • Transcript Status: In Progress • User Status: 0 Active • Member Progress – Hildy completes her Ice Breaker • Individual Progress – Level 1 • Transcript Status: In Progress • User Status: 5 Active • Ice Breaker Completed

27. Track a Member – Use Manager • Member Progress – Hildy completes Evaluation and Feedback • Individual Progress – Level 1 • Transcript Status: In Progress • User Status: 10 Active • Evaluation and Feedback completed

28. Track a Member – Use Manager • Hildy Smith submits External Training Request • Request to give a speech or lead a team outside of her Toastmaster club • Email sent to Base Camp Managers

29. Track a MemberExternal Training Request Dear Vice President Education, Hildy Smith has submitted an external training request to complete an assignment outside of your club. This request was submitted on 6/15/2018 2:16:00 PM and is pending your approval. Please review and process the request so Hildy Smith can begin working on the assignment. You can access it by logging in to Base Camp as manager and selecting the Pending Requests tile on the home page. For more information on completion requests, watch the Responding to Initial External Training Requests tutorial for Base Camp Managers. This can be located by selecting the Projects Outside of Our Club title on the Manager Tutorials page. Thank you for you dedication and leadership!

30. Track a Member – Use Manager

31. Track a Member – Pending Requests View Pending Requests Training Pending Approval

32. Track a Member – Pending Requests

33. Track a Member – Pending Requests

34. Track a Member – Tutorials and Resources

35. Track a Member – Tutorials and Resources

36. Track a Member – Tutorials and Resources

37. Track a Member – Tutorials and Resources • Optional: Look at Evaluation Form • Go to Tutorials and Resources • Select Evaluation Resources • Select English • Scroll down to Researching and Presenting • Launch • Read and/or print evaluation form

38. Track a Member – Pending Requests View Pending Requests Training Pending Approval

39. Track a Member – Pending Requests • To Approve • Select green check • To Deny • Select red X • Enter name, comments, and submit

40. Track a Member – Pending Requests Approve Request Please enter any additional comments Cancel Submit Approved by Christine Powell, VP Education

41. Track a Member – Pending Requests • Hildy completes assignment and submits request for approval of completion • Select Pending Requests • Type is now Completion instead of Initial • Review details of request • Go back to Pending Requests • Approve or deny request

42. Track a Member – Use Manager • Member Progress – Hildy completes Researching and Presenting • Individual Progress – Level 1 • User Status: 15 Active • Researching and Feedback completed • Member Progress – Hildy Submits Level 1 Completion • Individual Progress – Level 1 • User Status: 20 Active • Researching and Presenting completed • Email sent to Base Camp Managers

43. Track a MemberLevel 1 Completion Request Dear Vice President Education, A member in your club has reached an important milestone in the Toastmasters Pathways learning experience! Hildy Smith has finished Level 1 Completion – Presentation Mastery and submitted a completion request on 6/14/2018 7:05:00 PM for your approval. Please review and process the request as soon as possible because Hildy Smith cannot begin the next level in their path until you do so. You can view the request by logging in to Base Camp as manager and selecting the Pending Requests tile on the home page. For more information on completion requests, watch the level completion tutorials for Base Camp Managers. These tutorials can be located on the Manager Tutorials page. Thank you for you dedication and leadership!

44. Track a Member – Use Manager

45. Track a Member – Pending Requests View Pending Requests Training Pending Approval

46. Track a Member – Pending Requests • Hildy completes Level 1 and submits request for approval of completion • Review details of request • Go back to Pending Requests • Approve or deny request • To Approve • Select green check • To Deny • Select red X • Enter name, comments, and submit

47. Track a Member – Print Certificate

48. Track a Member – Print Certificate • Search for Member • Select Member Name

49. Track a Member – Print Certificate • Select the Transcript Tab • To Deny • Select Open Curriculum next to Path

50. Track a Member – Print Certificate • Select View Training Details for Level 1 Completion • Select burgundy Print Certificate • Present certificate at your next club meeting