Processes and Technology

Whole-house data collection: Clubhouse Management System (CMS) for Salesforce

Employ. Team Member Serv.Team Business Team Development Team Media Lab Team Culinary Team Wellness Team Daily Attendance XX Member Reach Out XXXXXXX Community Outreach XXXXXXX Community Contact Data XXXX Demographic Data XXX Action Plans / Goals X Employment Consultations XX Member Skillsets XX Employ. / Education Data XX Health & Wellness Data XX Donor Data XX Relationship Data XXX Meal Data X Trip / Logistics Data XXX Visitor Logs XX

›Technology is key to serving out member’s needs and goals, but technology is only as useful as the processes you use.

In-depth example: Employment Services

Employment Team’s goals Get employers to hire members and get members positions at places of employment

Process to secure employment for members Process to get employers to agree to employment Chart? Or pictures? A Chart with Pictures and labels? Big chart Identify Employers Approach Employers/Setup T.E. and S.E. Presentation T.E. and S.E. Presentation Establish relationship, Follow up and search for potential members Member secures employment Career Consultation and Member Skillset ResumeWork Ordered Day: VolunteerT.E. S.E. or I.E.Member secures employment Employed Member path to employmentEmployer Outreach process to secure positions

Process of Employer Outreach Identify Employers Approach Employers/Setup T.E. and S.E. Presentation Present material and meet Establish relationship, Follow up and search for potential members Member secures employment

Approaching employer process: Supplies Identify and attend job fairs or approach employers at place of business, setup meeting Data Entry— account name and contact activity history, Task Reminders and place on calendar Update employer board Check SF and receive reminders Execute task

Gather Supplies

Identify job fairs and potential employers- approach employers and setup meeting

Data Entry- creating new account and contact, entering activity history

Set Task Reminders and enter in Google calendar

Check Salesforce, employment , google calendar and Execute Task

Update Employer Board/White Board

Tech and Member Engagement in the process Supplies Identify and attend job fairs or approach employers at place of business, setup meeting Data Entry— account name and contact activity history, Task Reminders and place on calendar Update employer board Check SF and receive reminders Execute task Members can prepare binders Enter in data that can be done in sections Check Task Reminders on Salesforce and Call employer to setup meetings or check status of T.E. Contact sheetsDatabase system Employer progress chart Prepare binders: Print out contact sheets Gather business cards…