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SCORE Technology & Tools for Volunteers
2013 National Leadership Conference
Amanda Capozio, Webmaster, SCORE National OfficeDick Leslie, Chapter Admin & Webmaster, San Diego, CA
Originally Presented at the
Today’s Agenda
Resources Available NowVolunteer Center & SCORE Training SiteLocal Workshops on the Chapter WebsiteVolunteer Center My Chapter PageEmail Mentoring & Reporting
Future Additions & TimelinePhase II CORE System: What to ExpectWhere to Find Latest Information
Questions?
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
Email Mentoring System
• Launched Dec. 20, 2012
• Email Message Saved as Session Note Automatically
• Record Hours When Sending Reply to Client
The Future: Phase II CORE System
What to ExpectOn-Boarding
ProcessScheduling SystemAdd Client &
Create Session (Form 641)
Form 888 NPS SurveyReporting
CORE = Client Outcomes & Relationship Engagement
Where to Find Latest InformationPhase II CORE System Updates &
TimelinesKnowledgebase
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
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
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
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
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
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
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.
Form 888: Workshops
Admin Enters Workshop Report (Name, Date, Attendees, Revenue, Topic, etc.)
Constant Contact Automation to be Added
NPS Survey
Automatically sent to clients after their 1st and 4th sessions
Admins can view all survey results from their chapter’s clients
Volunteers can view survey results from their own clients
Phase II CORE System ReportingMIS 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
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
View Latest Information
Phase II CORE System UpdatesWireframes, Timelines and Other
Updates Available at support.score.org/core
KnowledgebaseHow-to GuidesTraining WebinarsHelpful Links
To visit the support site, go to support.score.org
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 [email protected].
Questions?