Chapter Chair Toolkit

Metrics and Planning Resources

• Annual Planning Templates

• SCORE Policies and Procedures

• Monthly Leadership Calls

• Succession Planning

• Key Engage Reports

•  Dashboard Performance report

•  MIS report

• Active Mentors Activity (available from Engage homepage under "My Volunteers")

•  Monthly MRE report

•  Volunteer Performance report

•  NPS survey summary report

Volunteer Engagement

 Community Engagement

• PSAs

• Referral building partnerships: 

• Volunteer Recruitment videos

• About SCORE presentation 

Compliance Resources

• Reimbursement Submission (Form 14)

• Expense Quick Reference Guide

• Contract Submission Portal (For all contracts that need signatures)

• Chapter Accounting Policies and Procedures (CAPP)