Chapter Chair Toolkit

 Metrics and Planning Resources

• SCORE On-Site Review (SOSR)
• Annual Planning Templates
• Chapter Chair Annual Checklist
• SCORE Policies and Procedures
• Monthly Leadership Calls
• Succession Planning
• Key Engage Reports
  •  Dashboard Performance report
  •  MIS report
  •  Monthly MRE report
  •  Volunteer Performance report
  •  NPS survey summary report

Volunteer Engagement

• Resources on how to hold effective meetings
• National Lifelong Learning program
• Key DEI resources
  • How to Overcome Resistance to DEI Change
  • DEI Assessment Tool: ment

 Community Engagement

• PSAs
• Referral building partnerships: 
• Volunteer Recruitment videos
• About SCORE presentation 

Compliance Resources

• SCORE On-Site Review (SOSR)
• Reimbursement Submission (Form 14)
  • Expense Quick Reference Guide
• Contract Submission Portal (For all contracts that need signatures)
• Chapter Accounting Policies and Procedures (CAPP)