Presentation on theme: "SCORE Technology & Tools for Volunteers 2013 National Leadership Conference Amanda Capozio, Webmaster, SCORE National Office Dick Leslie, Chapter Admin."— Presentation transcript:
SCORE Technology & Tools for Volunteers 2013 National Leadership Conference Amanda Capozio, Webmaster, SCORE National Office Dick Leslie, Chapter Admin & Webmaster, San Diego, CA Originally Presented at the
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?
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
Email Mentoring System Launched Dec. 20, 2012 Email Message Saved as Session Note Automatically Record Hours When Sending Reply to Client
The Future: Phase II CORE System What to Expect On-Boarding Process Scheduling System Add Client & Create Session (Form 641) Form 888 NPS Survey Reporting CORE = Client Outcomes & Relationship Engagement Where to Find Latest Information Phase II CORE System Updates & Timelines Knowledgebase
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
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
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
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
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
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
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.
Form 888: Workshops Admin Enters Workshop Report (Name, Date, Attendees, Revenue, Topic, etc.) Constant Contact Automation to be Added
NPS Survey Automatically sent to clients after their 1 st and 4 th sessions Admins can view all survey results from their chapter’s clients Volunteers can view survey results from their own clients
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
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
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
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 email@example.com@score.org Questions?