1. 2012LeadershipConference Bill Morland, West Regional VP, Orange County (CA) Mark Rothenberg, District Director, Rockland County (NY) Managing For Chapter Growth

2. SCORE’s Mission SCORE starts and grows successful small businesses across America, one business at a time

3. Why Do We Do This? …Because we want to. If we don’t want to, we won’t

4. SCORE Chapters Members are the same Difference is culture Client focused Operationally focused Everyone is mission driven, but some don’t understand the mission completely

5. Never heard of SCORE I’ve heard of SCORE I’ll consider SCORE I look for SCORE I went to SCORE Client Intake Process Love it Hate it Neutral Come back/Refer Shopping Clients either Awareness Detractors

6. Awareness SCORE Chapters have an awareness problem: “Well kept secret” “I didn’t know you were there” “You joined SCORE? What’s that?”

7. My Chapter Chair… *From the Volunteer Engagement Survey …has communicated a plan for executing on SCORE’s vision (81%) …regularly provides recognition for my accomplishments (72%) …clearly communicates his/her expectations of me (71%) …cares about me as an individual (79%) …inspires new ideas and better ways of doing things (74%)

8. Engagement Client Engagement Volunteer Engagement

9. Organizational Engagement Organize around functions instead of an organizational chart. Get new members engaged during the provisional period. Let members tell you what they want to do, and then let them do it. Articulate your strategy to get member buy-in.

10. What to Do Communicate Your Objectives Develop Your Team Delegate Partner Utilize Your Resources Monitor Performance Motivate Recognize Achievements Ask

11. Goals Be Goal Oriented Goals need to be Measurable

12. Goals Activity Engagement Productivity Quality Recruitment Satisfaction

13. The #1 Resource SCORE Operating Manual (SOM) Desktop Guide – Online

14. Resources SCORE ASSOCIATION (SAO) Engage with Herndon. The staff is there to help you and your chapter.

15. Use your chapter website www.chaptername.score.org Chapter Information Mentoring Local Workshops Online Workshops Templates & Tools About SCORE Chapter Volunteer www.chaptername.score.org Resources

16. VOLUNTEER CENTER In Beta: www.volunteer.score.orgwww.volunteer.score.org Current Version: www.volunteercenter.score.orgwww.volunteercenter.score.org Information, Forms, Materials and Supplies First place to look for answers and news.

17. Managing Your Chapter Leadership Team Your Volunteers Listen Ask Question Recognize

18. District Director Assistant District Directors Other Chapter Chairs Collaboration among chapters and districts is a key factor to chapter success Managing Your Chapter

19. REMINDER Volunteer Orientation Mentoring Certification New Counselors: Required Existing Counselors: Recommended Managing Your Chapter

20. REMINDER Code of Ethics and Conduct Affirmed and signed annually Managing Your Chapter

21. REMINDER FORM 3 Due October 19, 2012 Form with reconciled September 30 th bank statement sent to DD by due date Managing Your Chapter

22. Counseling Information Form Form 641 (7/31/2011) Entered into WebIt upon completion of counseling Client -- Parts I & II Volunteer – Part III Record all sessions Managing Your Chapter

23. REMINDER Management Training Report Form 888 Entered into WebIt upon completion of training Managing Your Chapter

24. REMINDER Non-Counseling Contact Hours Form 5 Entered into Webit by end of month Managing Your Chapter

25. REMINDER On Site Review Form 16 Completed Bi-Annually July Managing Your Chapter

26. Chapter Performance LSI Summary Net Promoter Summary (NPS) Volunteer Performance Summary Goals Managing Your Chapter Chapter Chair Reports

27. Chapter Administrator Menu Chapter Reports EDMIS Reports Form 888 Management Training Report Form 5 Non Counseling Hours Manage Chapter Volunteers Managing Your Chapter

28. EDMIS Chapter Reports LSI Summary Volunteer Performance Net Promoter Summary (NPS) Client Demographic Report Report Volunteer Summary Report Chapter Summary Clients Not Yet Counseled Report Form 5 Chapter Performance Report Managing Your Chapter

29. YOU CAN DO IT Managing Your Chapter

30. Questions Comments Managing Your Chapter