1. SCORE Technology & Tools for Volunteers 2013 National Leadership Conference Amanda Capozio, Webmaster, SCORE National Office Dick Leslie, Chapter Admin & Webmaster, San Diego, CA Originally Presented at the

2. Today’s Agenda Resources Available Now  Volunteer Center & SCORE Training Site  Local Workshops on the Chapter Website  Volunteer Center My Chapter Page  Email Mentoring & Reporting Future Additions & Timeline  Phase II CORE System: What to Expect  Where to Find Latest Information Questions?

3. 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

4. Volunteer Center 1. SCORE Directories 2. Welcome! Box 3. Quick Links 4. Tabs

5. SCORE Training Site

6. San Diego: Local Workshops

8. San Diego: Volunteer Center Access

10. San Diego: My Chapter

13. Email Mentoring System Launched Dec. 20, 2012 Email Message Saved as Session Note Automatically Record Hours When Sending Reply to Client

14. The Future: Phase II CORE System What to Expect  On-Boarding Process  Scheduling System  Add Client & Create Session (Form 641)  Form 888  NPS Survey  Reporting CORE = Client Outcomes & Relationship Engagement Where to Find Latest Information  Phase II CORE System Updates & Timelines  Knowledgebase

15. 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

16. 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

17. 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

18. 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

19. 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

20. 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

21. 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.

22. Form 888: Workshops  Admin Enters Workshop Report (Name, Date, Attendees, Revenue, Topic, etc.)  Constant Contact Automation to be Added

23. NPS Survey  Automatically sent to clients after their 1 st and 4 th sessions  Admins can view all survey results from their chapter’s clients  Volunteers can view survey results from their own clients

24. Phase II CORE System Reporting MIS 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

25. 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

26. View Latest Information Phase II CORE System Updates  Wireframes, Timelines and Other Updates Available at support.score.org/core Knowledgebase  How-to Guides  Training Webinars  Helpful Links To visit the support site, go to support.score.org

27. 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.help@score.org Questions?