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Engage Bulletin 7-25

Asia W
  • Updated

July 25, 2019

Distribution: Engage Facilitators and Training Coordinators, SCORE Leadership

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.

Attend the Engage Concurrent Sessions at the National Leadership Conference
There will be three different concurrent sessions about the three major "journeys" in the Engage CRM system. We encourage every leader to attend all three sessions to gain a deeper understanding of how the system will support your operations, the features and benefits within the system, and how SCORE HQ plans to support you in adopting this system. The three journeys are:
  1. Volunteer Journey: The volunteer journey consists of how a prospective volunteer finds SCORE, the application submission process, the onboarding process at the chapter, training, and the continuing lifecycle between SCORE and the volunteer thereafter.
  2. Event Journey: The event journey includes the event creation, registration process, payment collection, attendee tracking and no-shows, and the post-event survey.
  3. Client Mentoring Journey: The client mentoring journey consists of how a prospective client finds SCORE, how they are matched with a mentor, how the client receives their services, and the feedback provided through email and NPS surveys.
Check out the agenda to see when the sessions are occurring.
 
*If you miss the NLC Sessions or are not able to attend NLC, a recording of these sessions will be available for download in September/October. 
 
 
 
"Preparing for SCORE Engage: The Highest Impact Business Rule and Process Changes" 
In July, we hosted two sessions of our Engage Prep Webinar in efforts to help chapter leaders, Engage Facilitators, and Engage Training Coordinators prepare themselves to guide their chapters through the onboarding process to Engage. 

The webinar communicated 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. This was not intended as a detailed description of the features within Engage. 

If you missed the July webinars, you can view the webinar here. 
*You must register for the webinar in order to view the recording.

As a reminder, attendance is required prior to your chapter's Engage Roll-out. Each Chapter Chair, Engage Facilitator, and Engage Training Coordinator must attend a live webinar or watch the recording of the webinar prior to their roll-out date. See the high-level roll-out schedule. 

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. 
Copyright © 2018. All Rights Reserved.

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