Engage Bulletin 5-16 LEADERS

Asia W
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May 16, 2019

Distribution: SCORE Leaders 

SCORE Leaders: 
 
We are excited to start the process of rolling out Engage. Please be on the lookout foremails from engage@score.org. 
 
We will be sending out regular communications, one directed at field leaders and one to all volunteers. Please make sure you read the emails to be informed and prepared to support your volunteers with any questions they may have. Please also provide feedback as to what other information you need to be effective leaders throughout this rollout process, so we can make sure we are supporting you. 

DISTRICT DIRECTORS: Identify Your Engage Facilitator
 
District Directors, we need you to confirm an Engage Facilitator  for each chapter in your district. To do this, please look at this spreadsheet here. The spreadsheet currently shows which chapters have a designated an Engage Facilitator. 
The Engage Facilitator's role will include: 
  • Communicate Engage information to your chapter in a timely manner.
  • Play a key role in coordinating the delivery of your chapter's Engage training and troubleshooting issues.
  • Prepare adequately to serve as an information resource for your chapter.
  • Work with the Engage Training Specialist on any issues or concerns related to your chapter's Engage training or scheduling.
If the chapters do not identify an Engage Facilitator by Friday, May 24th, we will assign the Chapter Chair as the Engage Facilitator until someone else is identified. 
 
To assign an Engage Facilitator , please return back to the spreadsheet and fill out the necessary information. This person will be working with Jasmine Oliver, as the HQ Engage Training Specialist.

DISTRICT DIRECTORS: Identify Your Engage Training Coordinator
 
District Directors, we also need you to identify an Engage Training Coordinator  for eachchapter in your district. To do this, please fill out this spreadsheet here. 
SCORE Engage Training Coordinator Role:
  • Help chapter leaders to connect with learning opportunities related to business policy and process
  • Orient chapter members to the right training opportunities for their roles
  • Encourage use of the in-system help mechanisms for access to training, knowledge resources, and direct support
  • Coordinate site visit (if the chapter will be receiving a site visit)
Just like the Engage Facilitator role, we ask that you  identify someone for this role by Friday, May 24th. If someone is not identified, we will assign the person who had been identified as the Engage Facilitator. 

Benefits of Engage
  1. It will be a more straightforward software experience for volunteers.
    SCORE Engage is built on industry-leading, modern technologies-designed to be intuitive and mobile-friendly.
  2. Engage is a system that understands the different roles played by each volunteer.
    SCORE Engage recognizes the different roles each volunteer might play in a chapter, and tailors the features and functions available to that volunteer accordingly. No need to have a login for each role.You will only need to have one login per volunteer. No need to have multiple logins for different chapter roles.
  3. It will provide a more engaging, effective experience for clients.
    SCORE Engage helps chapters and volunteers focus more on the client experience of SCORE through mentoring and events. It does this by standardizing key processes, providing a top-flight scheduling tool, automating reminders and notifications, enabling easy in-chapter and cross-chapter referrals, and more.

Features of Engage
  1. Engage will provide an improved mentor match process.
    Improved data for industries and experience will help make sure a client is directed to the right mentor on the first try.
  2. It will provide better insight into chapter performance.
    Reports and data exports from BIRT will be available throughout the entire SCORE Engage roll-out process. But new activity tracking and reporting features in SCORE Engage will allow greater insight into how SCORE as a whole (including National, regions, districts, and chapters) is serving both volunteers and clients.
  3. With Engage, volunteers can see the impact of their work more clearly.
    With new practices and tools available in SCORE Engage, volunteers will not only be able to provide better service to clients, but also better see the impact of their effort.
  4. Engage will provide a more enjoyable experience for new volunteers.
    A better onboarding process, including tracking and reporting, will allow both applicants and onboarding committee chairs to know exactly where the applicants stand in that process.
  5. Seamless integration between systems and data.
    Connectivity between all systems-SCORE Engage, Google Apps (like Email and Calendar), TOPYX (volunteer training), Zendesk (help.score.org), SCORE.org website, Contact Contact, and reporting systems-will be tightened, making it easier for volunteers to log into systems and quickly complete routine tasks.
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