2013 National Leadership Conference
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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
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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 - PowerPoint PPT Presentation
Transcript of 2013 National Leadership Conference
SCORE Technology & Tools for Volunteers
2013 National Leadership Conference
Amanda Capozio, Webmaster, SCORE National OfficeDick Leslie, Chapter Admin & Webmaster, San Diego, CA
Originally Presented at the
Today’s AgendaResources Available Now
Volunteer Center & SCORE Training SiteLocal Workshops on the Chapter WebsiteVolunteer Center My Chapter PageEmail Mentoring & Reporting
Future Additions & TimelinePhase II CORE System: What to ExpectWhere 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
Volunteer Center1. SCORE Directories
2. Welcome! Box
3. Quick Links
4. Tabs
SCORE Training Site
San Diego: Local Workshops
San Diego: Local Workshops
San Diego: Volunteer Center Access
San Diego: Volunteer Center Access
San Diego: My Chapter
San Diego: My Chapter
San Diego: My Chapter
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 ExpectOn-Boarding
ProcessScheduling SystemAdd Client &
Create Session (Form 641)
Form 888 NPS SurveyReporting
CORE = Client Outcomes & Relationship Engagement
Where to Find Latest InformationPhase II CORE System Updates &
TimelinesKnowledgebase
On-Boarding ProcessHow 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 AddressPassword = 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 RequestAppointment reminder sent 2 days prior to appointmentAble to cancel appointment, if necessary
Appointment Scheduling (Admin)View All Chapter AppointmentsAdd/Edit/Cancel All AppointmentsEmail confirmations sent for any appointment changesSelect Primary Mentor and/or Co-Mentors Enter Client, if
applicable
Appointment Scheduling (Volunteer)
View All Chapter AppointmentsAdd/Edit/Cancel Own AppointmentsEmail confirmations sent for any appointment changesAdd 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 1st and 4th 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 ReportingMIS 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 ReportingWorkshop 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 InformationPhase II CORE System Updates
Wireframes, Timelines and Other Updates Available at support.score.org/core
KnowledgebaseHow-to GuidesTraining WebinarsHelpful 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 protected].
Questions?
