SCORE On-Site Review (SOSR)

SCORE seeks chapters committed to SCORE’s mission and strategic goals. The purpose of this process is to review the present and recent past chapter operations and chapter management.  In order to maintain sustainable chapter operations and deliver on SCORE’s client service initiatives, SCORE has created a set of minimum standards to which all chapters must fully comply, and are reviewed in this chapter review form.

SCORE’s best chapters deliver the performance and quality outcomes that are fundamental to SCORE success across 3 key elements: Volunteers, Clients, Local Communities

A simplified SOSR is now available for FY21 (Reviews to be conducted in FY22).

This also matches the new performance dashboard, focusing on the most relevant performance data metrics. 

View the new SOSR form here (PDF).

Download in Word here.

View User Guide for new SOSR here.

Update to Q18 as of 11/10/2021 - Follows all compliance requirements as noted in the SCORE Operating Manual and Code of Ethics. In addition, Follows all compliance requirements as noted in the SCORE Chapter Accounting Policies and Procedures and does a review the chapter’s budget for financial viability through to the next fiscal year.

If SOSR has been completed using the prior Q18, this is also acceptable. 

**Special thanks to volunteers Howard Fineman, Karen Williams, and Bill Moreland for streamlining the new SOSR report and future dashboard**

Note: The common resource for understanding the demographic make-up of a is currently the 2018 U.S. Census information found here: https://www.census.gov/quickfacts/fact/table/US/INC110218 

The SBA refers to the SOSR as Form 16, SCORE On-Site Review.