SCORE Chapter Annual Review and Operating Plan

SCORE seeks chapters committed to SCORE’s mission and strategic goals. The purpose of this process is to review the recent past and present 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

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

**ANNUAL REVIEW AND OPERATING PLAN TEMPLATES ARE BELOW. NOTE EACH CHAPTER RECEIVES THEIR PRE-POPULATED FORMS DIRECTLY DURING THE FIRST QUARTER OF EACH YEAR** In case of questions email help@score.org. 

View the Chapter Annual Review TEMPLATE here. 

Please note, you must be logged in to your scorevolunteer.org profile in your browser to access this information.  

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Chapter Annual Review Instructional Video

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 Annual Review 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 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 Annual Review as Form 16, SCORE On-Site Review.

The Chapter Annual Review was formerly called the SOSR.