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

2. Today’s Agenda Speaker Introductions & Session Overview Resources Available Now  Volunteer Center  SCORE Training Site  Phase 1 CORE System: 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 for all systems  Allow mentors to see data and report activity with any client  True CRM: Tracks all touches with each client – mentoring, workshops, etc.  Allow chapters to administer their own volunteers

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

5. 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

6. 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

7. 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

8. 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

9. 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

10. 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

11. Form 641: Add Client  Intake form for ALL services provided, including workshops  Part 1: Contact Info  Part 2: Demographic Info * Defaults to unknown. Volunteers choose to update or not.  Part 3: NEW Section * Required to differentiate between Counseling, Training or Update.

12. Form 888: Workshops  Admin enters workshop information (Name, Date, Attendees, Revenue)  A list of all workshops entered appears in the client Form 641

13. 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

14. 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 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

15. 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