Pilot Region Processes Vs. Standard SCORE Processes

Journey	What Pilot Chapters are Testing	What Chapters Do Now	What Non-Pilot Chapters Can Start Now (if desired)
Client	-Mentor Profiles/Approval and Oversight -Mentor Capacity/Supported by CIC -Consistent Mentor Request Process through SCORE.org -Centralized Regional Assignment of MRE (CIC holds ultimate responsibility for helping client get to the mentor) -Verification that mentor has responded to client -Process to make sure clients do not fall through cracks	-Mentors responsible for their own profiles -Responsibility for reporting schedule falls on the Mentor -Mentor Requests may come through various ways -Mentors are solely responsible for helping clients find the right co-mentor or resource -Variation in who reaches out to the client first	-Complete & Maintain Volunteer Profiles Including availability & capacity! -Encourage volunteers to accept direct requests and out of area clients -All mentor requests go through SCORE.org (no new forms) -All MRE’s treated as introductory session with client -Expectation that mentor will contact client within two days -Follow-up with MREs and update status accordingly -Use Community on Support Center to ask questions
Volunteer	-Review of tech competency with volunteer applicants -Centralized VIC Admin Role -Trained Interviewer Pool -14 days to complete SCORE Training Modules -Simple Steps to Starting a Business Workshop Audit as part of Onboarding -Coach as a local liaison -VIC Oversight/Guides provisional volunteer's success -VIC Support of Volunteer Profile Completion -Cohort Engage Training -CoMentoring opportunities throughout region	-Variation in chapter interview process and length of time to interview provisionals -Coach is solely responsible for provisional volunteer's success -Mentors responsible for their own profiles -Coach is responsible for Engage training -Chapters responsible for designating Coaches and Co-Mentors	-Use Volunteer Interview Guides on Support Center -Group interviews over 2 individual interviews -Encourage new volunteers to use Mentor Profile Best Practices -Can utilize co-mentors throughout District and Region -Monitor time of provisional volunteers onboarding to max 90 days
Events	-Centralize workshops at district level -Each chapter pins district events on their website -Promote workshops out of district Constant Contact account -Standard promotion of local workshops Pre-event newsletter templates sent by all chapters Post-event follow-up email sent by all chapters -Focus on Client Impact and Engagement over Chapter Credit	-Chapters have their own workshop schedule - clients receive information from local, state, and anywhere in the country -Variation on Workshop Promotions -Variation on capacity and resources for local workshop programs	-Standard promotion of local workshops Pre-event newsletter templates sent by all chapters Post-event follow-up email sent by all chapters -Audit Workshop Schedule and Partner with other chapters in District/State to avoid duplication of topics -Focus on local topics that are relvant to community partners and state regulations -When capacity is a concern, promote National Webinars as another program that can help your clients

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