Teen Leader Dashboard “HOW-TO” Guide Dixie Council Execs June 3-5, 2007.

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Presentation transcript:

Teen Leader Dashboard “HOW-TO” Guide Dixie Council Execs June 3-5, 2007

Teen Leader Dashboard -The Dashboard is a BBYO intranet, a combination news source and database. - There are separate Dashboards for Staff, Teen Leaders and Advisors – all three work together to make your chapters and regions run! - The Teen Leader Dashboard allows you to: o Create chapter events o Communicate with your chapter members and prospective members o Run valuable chapter reports - Use the Dashboard as much as possible. The content is all user-generated so the more you use it, the better it will be!

Accessing the Dashboard Go to dashboard.bbyo.org and enter your b-linked login and password!

Event Maintenance This section allows you to enter upcoming events for your chapter. These events are then posted to BBYO’s websites so teens can easily register for events online. In order for your chapter’s event to be a sanctioned BBYO event, you MUST post it on the Dashboard. Your chapter can easily find information about your events and newcomers can search b-linked for events that may interest them – how’s that for recruitment!

If you have an event, it might look like this… Program NameApproved! Start and End Dates Location Int’l Event? # Registered on b-linked View past events and mark attendance

To add a new (chapter) event: -Click Event Maintenance from the menu column - To create a new event, click

Crafting b-linked Events It is critical to tailor event descriptions to BBYO members and non-members alike. In other words, descriptions need to appeal to those who have a strong connection to BBYO, while not alienating those who do not yet have a relationship with the organization, as well as inactive BBYO members. Exciting event descriptions will encourage BBYO members and non- members to attend programs and events hosted by your chapter or region. Never post a b-linked event without a description! Here are some “good” and “bad” descriptions… can you tell the difference?

AZA/BBG Bowling Night Please join Paul Schwartz AZA for a bowling match against Lena Karesh BBG. Food is provided and there is guaranteed to be lots of BBYO fun. Rock n’ Bowl Come hang out and bowl with your friends while having fun and meeting new people! The cost of the event is $15 which covers two games of bowling, shoes, pizza and soda. And, if you want to meet people before you even get there, join “Columbia Rock n’ Bowl” on b-linked Groups. See you there! AZA/BBG annual softball game Please join David Finn AZA for a softball game against Wexler Clark BBG. Food is provided. Softball Showdown This is a great chance to show off your sports skills and prove who is better: the boys or the girls! There will be a barbeque after the game so come hungry and ready to make new friends. By the way, did you know you can meet other softball fanatics on b-linked Groups – search for “Softball Groupies.”

BBYO Goes to Homeless Shelter Join Charleston BBYO in its annual trip to the Homeless shelter to feed those in need. Help Feed the Homeless Have fun while doing a mitzvah…not to mention racking up community service hours! Making new friends while helping those in need has never been so easy. And, be sure to keep track of your community service hours at My Service. Iris Baker Ahava Prospective MIT Meeting Interested in joining BBYO? The sisters of BBG are holding a membership open house! Any prospective members should come to hear about all the wonderful things going on in the world of BBYO. Good people, good food, good times Tired of spending your nights doing homework? Come relax and have fun with the local chapter of BBG. Join dozens of other teen girls from the Charleston area at an open house to hear about the great opportunities provided by BBYO, including dance weekends, travel, leadership programs, community service, college tours and so much more!

To fill out your new event information - There are three tabs for event information (see below): Basic Elements, Participation Details, and Miscellaneous. Make sure you go through all three tabs by clicking them from the top of the page. - Fill out the fields! Be sure to fill out all the required fields, marked with an *. - Note: Field names displaying in yellow are public display fields. Those displaying in white will not be displayed to the public on the website. - Many of the fields provide explanations – so remember to read the fine print listed in grey!

To save your event -Once you have filled out all the fields, click at the bottom of the page. - You will be directed back to the main Event Maintenance page where your new event will be listed! - Your event will be listed with a P (pending) until it is approved by your advisor or Regional Staff. They will receive notification of your newly posted event.

Once your event is approved, you can view it on b-linked!

Reports This section allows you to compile lists of people based on the criteria of your choosing. You can print these lists or download them to Excel. This feature is great to get lists of chapter members, prospective members, and event participants. Regional/Council leaders can get reports for your Region/Council, too!

The Reports section has three parts: 1. Person Reports – View a person based on different data fields such as membership status, b-linked group involvement, and personal fields (phone #, , etc.) 2. Event Registration Reports – View an event based on numerous filters such as event type, payment status, and personal fields (phone #, , etc.) 3. Regional Community Report – View membership statistics such as outreach and prospects with subcategories such as membership total, # engaged, etc.

Persons Reports View a person based on different data fields such as membership status, chapter officers, and personal fields (phone #, , etc.) Your Dashboard account will be set to only pull data from your region and chapter, which you will see listed in the By Region and By Chapter sections. Person Filter - To set filters based on individual profile characteristics (membership status, leadership position) click to open the menu. - Select filters for your search.

Person Data - In Data field click whatever fields you want listed for each member (e.g. First name, last name, , phone) Report Description - Give your report a name or description so when printed, you remember what the report is about!

Generate Your Report - Click to view as an Excel Spreadsheet - Click to print. This allows for quick printing. - If the spreadsheet or report appears blank, there are no matches for your particular filter! *Frequently Run Reports - Prospective members - Lapsed members - Graduating seniors

Event Registration Reports View event registrants based on numerous filters such as event type, payment status, and personal fields (phone #, , etc.) Event Registration Filter To set filters based on specific event registration details, click to open the menu.

- This filter allows you to generate a list of event registrants by specific event, payment status, and special conditions. -When selecting a specific event, be sure to indicate if it is an International event, Regional/Council event or Chapter event. Highlight the event and then click the Update Event List button to bring up the appropriate events. - Note: Some of the field options will not apply to you on the chapter level. Remember that the options are also used by your Regional Staff! If it doesn’t seem like a field that you would need – you probably don’t!

Regional Community Report View membership statistics such as outreach and prospects with subcategories such as membership total, # engaged, etc.

Communications This section allows you to send an or b- linked message to a select group of people based on your preferences. Do you have an upcoming overnight and half your chapter hasn’t sent in permission forms? You can send an to those who are signed up for the event but have not submitted the required documentation. Or, did you just post a new chapter event that you want to share with all members and prospective members? Thanks to the Communications section of the Dashboard, you can do it with just a few mouse clicks! Region/Council leaders can use this function to communicate with your Regions/Council, too!

To generate your desired list, follow the steps listed in the Reports section for Person Filter and Event Registration Filter. -Then click to send an or to send a b- linked message. -You will see your name listed in the From: section and a list of addresses in the To: section. If no addresses appear then your filter did not find any records matching your selections. - After composing your message, click the send icon at the bottom of the page.

Quick Views This section allows you to see a quick list of all of the teen leaders on the International Board, your regional/council board, and chapter boards in your region. You can also view a list of upcoming chapter, region/council, and International events.