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 Agenda

Resources Available NowVolunteer 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 Center

1. 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 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 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 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 UpdatesWireframes, 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 help@score.org.

Questions?