Field Management Reports Steve Records Vice President, Field Operations April

Login As Chapter Admin Login: ch.adminXXXX (XXXX is 4 digit chapter number) Password: ScoreXXXX

The CORE HOME page Volunteer Login History

Shows all chapter members Shows names, username for login, user as entered into CORE, and DATE of last login

CORE Reports page For most reports, you’ll find them on the CORE reports page

Chapter Volunteer Rosters Shows full rosters with classifications

Roster Page Shows Chapter’s Certification % Shows Date each volunteer completed certification Shows Date each volunteer completed Code of Ethics

Clients Not Yet Counseled Management Overview Select the Aging report

Select chapter(s) desired Select dates to include – Entering 10/1/2013 will show ALL CNYC

Shows chapter CNYC by age Current is any request <15 days old %CNYC is % of all CNYC out of all requests Any Over 60 days, once contacts have been attempted, should be closed out as non responsive

MIS Short Form is easier to review

Shows SCORE historical MIS data MIS report is ‘drilldown’ District to chapter

Chapter to volunteer

Shows all sessions recorded Is CLIENT based – one client, one session Is a ‘sales’ report – shows attrition Is NOT an up to date roster

Volunteer Performance Report

Shows volunteer activity, including co-mentoring Session Follow On % based on client type

NPS Summary report and Detail Report

NPS Summary Summary shows score with no notes. ‘Helped Me’ is a Yes/No question. Yes = 1, No = 0

NPS Detail Shows Open Ended responses

National Workshop Clients By chapter

‘Sales Leads’ for your chapter Export and use in marketing to convert national workshop clients into local mentoring clients

New SCORE Dashboard Report National drilldown Unique clients Activity Quality Volunteers

Top Half Unique Clients – NEW METRIC – tracks people served, not just sessions Historic MIS session/workshop data Workshop Attendee Hours – NEW METRIC – shows total time clients have spent in training 30 attendees for 3 hour workshop = 90 total attendee hours Link to Drill into Districts

Bottom Half Quality One & Done % - NEW METRIC – client based – YTD and Historical Volunteers Diversity, Certification, Volunteer Attraction

Drill into Districts Choose district

District Level Exact Same Metrics Can drill into District to get to chapters

Select Desired Chapter

Chapter Report Exact same metrics Metric defined in all reports by hovering/clicking on metric title

Volunteer Center Home Page Performance Data Link

Engagement Reports & MIS Access both client and volunteer engagement data

Questions?