Base Camp Manager Training Pathways Guide – Judy Binder, DTM

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?

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

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

Duties Primary Manager – VP of Education Approve Level Completions 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

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

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 Do not panic if this does not work. Check Pending Requests on a regular basis

GETTING STARTED

GETTING STARTED

Log In, Learn More Click square for Base Camp Manager, verify correct club, and click on OK Review your Toastmaster profile.

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

Track a Member – Club Central Select your club Select Club Roster

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

Level 1 Map 5 Levels in a Path Each level has projects A project can have one or more activities. Note #2.

Track a Member – Use Manager Click square for Base Camp Manager, verify correct club, and click on OK Review your Toastmaster profile.

Track a Member – Use Manager

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

Track a Member – Use Manager

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. Base Camp Managers can only view a member’s progress if the member’s base camp is pointed to that club.

Track a Member – Use Manager Individual Progress – Check date. Refresh report using drop down button. Displays how many people are in each path in each level.

Track a Member – Use Manager Look at each individual in each level. View Details.

Track a Member – Use Manager

Track a Member – Use Manager Training Title User Full Name Count User Id Status Type Completion Percentage User Status Grand Summary (7) 7 Effective Coaching (3) 3 Effective Coaching Pompeo, Scott 1111111 In Progress 10 Active Roth, Rick 222222 5 Srivan, Balaji 333333 Leadership Development (2) 2 Leadership Development Powell, Christine 444444 Registered Kelley, Loretta 555555 Presentation Mastery (2) Presentation Mastery Binder, Judy 666666 Bramblett, Lane 777777

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 Next, track new member Hildy Smith

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 Check with member if she remains at Transcript Status Registered too long.

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 User Status: 5 Active Ice Breaker Completed

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

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

Track a Member External 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!

Track a Member – Use Manager Toastmaster should send a follow-up email. If you are not receiving these emails, check pending requests periodically.

Track a Member – Pending Requests View Pending Requests Training Pending Approval Requested By Training Type Date Options Smith, Hildy Research speech for Genealogy Club Initial 06/14/2018 Plano Frontier Toastmasters (Club)

Track a Member – Pending Requests

Track a Member – Pending Requests To review the project description, go to Tutorials and Resources. Can also find evaluation forms, tutorial videos, FAQ. This is the Pathways Help function.

Track a Member – Tutorials and Resources

Track a Member – Tutorials and Resources

Track a Member – Tutorials and Resources

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

Track a Member – Pending Requests View Pending Requests Training Pending Approval Requested By Training Type Date Options Smith, Hildy Research speech for Genealogy Club Initial 06/10/2018 Plano Frontier Toastmasters (Club)

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

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

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 Once complete, this request totally disappears from history. You cannot go back and review how many requests were approved or denied.

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 User Status: 20 Active Researching and Presenting completed Email sent to Base Camp Managers

Track a Member Level 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!

Track a Member – Use Manager If you are not properly set up for incoming Pathways emails, then check Pending Requests on a regular basis.

Track a Member – Pending Requests View Pending Requests Training Pending Approval Requested By Training Type Date Options Smith, Hildy Level 1 Completion – Presentation Mastery Completion 06/14/2018 Plano Frontier Toastmasters (Club)

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 Process is the same as for External Training Requests

Track a Member – Print Certificate Print Hildy’s Level 1 Completion Certificate. Begin by getting into Base Camp Manager. Select Member Progress.

Track a Member – Print Certificate Search for Member Select Member Name Go to search field and enter Hildy Smith. Hildy’s base camp must be pointed to the club where she submitted the Level 1 request for this to work.

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

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

Track a Member – Use Manager Member Progress – Hildy has complete Level 1 Completion Individual Progress – Level 2 Transcript Status: In Progress User Status: 20 Active Level 1 has been completed Level 2 opens Level 1 completion badge appears in member’s Pathways profile

Track a Member – Paths In Print Base Camp Manager Validate each project as it is completed Base Camp Manager goes into the Toastmasters Base Camp and manually adds the information When all projects are complete, validate the level and print the Level Completion Certificate See the tutorials in Base Camp Manager Tutorials Path Completion in Printed Materials View Tutorials and Handouts

Track a Member – Level 1 DCP Point Two Step Process! ASK Hildy if her Level 1 award is to go to your club If no, you are finished If yes Go to Club Central Submit Education Awards Select Smith, Hildy Select path and level – PM1 Review award submission and submit it This is a 2 step process. Step 1, approve level in Base Camp. Step 2, submit award via Club Central. Why? Contest and judge eligibility and DCP points.

Distinguished Club Program (DCP) Cannot combine 2 goals to equal 1 goal. For example, 1 CC and 2 Level 1’s does not equal 1 DCP point

New Member Orientation Assign a mentor The Navigator Pathways Quick Start Guide Setup login id and password Pathways Paths and Core Competencies Check their Pathways status Have they selected a path? Have they started their path? TLI – Getting Started in Pathways (For Everyone)

For More Help ASK This Session Presenter ASK District Leaders Judy Binder, DTM jebinderusa@verizon.net ASK District Leaders Area Director Program Quality Director JOIN & ASK these Groups on FaceBook: District 50 Toastmasters TOASTMASTERS Pathways Discussion Forum Attend Pathways for Everyone

References Prepare for Inbound Pathways Messages The Navigator Pathways Quick Start Guide Pathways Paths and Core Competencies Pathways Paths and Projects Catalog Pathways Base Camp Manager Duties Guide to Pathways Levels See http://d50tm.org/program-quality/all-about-pathways/

Session Evaluation Link:  http://bit.ly/tlifeedback (Facilitator has Session Number)