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July 11, 2019
Distribution: Engage Facilitators and Training Coordinators, SCORE Leadership
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If you are receiving this email, you have been designated as an Engage Facilitator and/or an Engage Training Coordinator. If you do not know which you have been assigned to, please see the Engage Contact List. If you would like to change who has been designated for your chapter, please change the contact info directly in the spreadsheet.
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Engage Training Infographic
SCORE Engage (our brand-new CRM system replacing CORE) will start to roll out to chapters beginning with a group of early adopters this Fall. Rollout will continue through June of 2021. (To see the schedule overview, click here). One of the critical components to the success of the use of the system is to ensure adequate, consistent and helpful training. This Training Overview infographic serves as a quick reference guide outlining the plan for training, including the roles being dedicated to this critical effort and training methods we will employ to ensure chapter volunteers will feel comfortable using the system. It is not intended as a detailed description of the full training plan, which will be released in the next month. If you have any questions about SCORE Engage, please visit https://help.score.org or email engage@score.org.
 An Important Webinar to Help Prepare Chapters
As part of helping chapter leaders, Engage Facilitators, and Engage Training Coordinators prepare themselves to guide their chapters through the onboarding process to Engage, we are offering a webinar titled "Preparing for SCORE Engage: The Highest Impact Business Rule and Process Changes."
This webinar will communicate vital information about how SCORE will be operating differently and better within SCORE Engage, focused on business rule and process changes that will have the greatest impact on chapters. It is not intended as a detailed description of the features within Engage.
Attendance Is Required Prior to your Chapter's Engage Roll-Out
Attendance at a live webinar, or watching a recording of the webinar, is required for the Chapter Chair, Engage Facilitator, and Engage Training Coordinator for each chapter prior to its SCORE Engage roll-out date. See the high-level roll-out schedule. Therefore, it is important that Early Adopter chapters attend a live webinar in July or September-or review the recording when it becomes available in August.
Webinar Format and Dates
This webinar -- which includes a presentation followed by a Q&A period with a panel of SCORE Engage project team members -- will first be presented on July 11 and July 23. Following a break for the NLC in August, we will be making this same webinar available as a live event no less than monthly (dates and times TBD), starting in September 2019 and running through May 2021. A recording of the webinar will also be available for consumption starting in August.
Register for a Webinar
Register for "Preparing for SCORE Engage: The Highest Impact Business Rule and Process Changes" below.
**Each webinar will have a 30 to 40-minute presentation, followed by Q&A between attendees and the panelists. These webinars are identical -- participants need only attend one session to receive all the content.
Questions?
If you have any questions about SCORE Engage or its roll-out schedule, please visit https://help.score.org or email engage@score.org.
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