1. Field Management Reports Steve Records Vice President, Field Operations April 17 2015

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

3. The CORE HOME page Volunteer Login History

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

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

6. Chapter Volunteer Rosters Shows full rosters with classifications

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

8. Clients Not Yet Counseled Management Overview Select the Aging report

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

10. 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

11. MIS Short Form is easier to review

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

13. Chapter to volunteer

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

15. Volunteer Performance Report

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

17. NPS Summary report and Detail Report

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

19. NPS Detail Shows Open Ended responses

20. National Workshop Clients By chapter

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

22. New SCORE Dashboard Report National drilldown Unique clients Activity Quality Volunteers

23. 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

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

25. Drill into Districts Choose district

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

27. Select Desired Chapter

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

29. Volunteer Center Home Page Performance Data Link

30. Engagement Reports & MIS Access both client and volunteer engagement data

31. Questions?