Audience: Engage Training Coordinators
The purpose of the SCORE Engage Chapter Training Toolkit is to provide Engage Training Coordinators with specific training resources to train their chapter members on key processes in SCORE Engage. The toolkit contains resources and processes as they pertain to member roles.
How to Use the Toolkit to Train your Chapter Members:
Please guide your chapter members to each training resource as it pertains to their role. See the below training resources and when they should be reviewed.
Toolkit Training Resources:
|Timeframe||Training Task||Description or Activity||Access|
|6 weeks prior to go-live||Zoom training||How to Conduct Training in a Virtual Setting (ZOOM)||Box|
|Review prior to after attending the Chapter Success Plan Review||Prepare to Engage||High-level overview of CORE replacement project, Engage benefits & features, as well as how SCORE HQ has handled change management.||Support Center|
Review prior to attending the Prepare to Engage webinar
|SCORE Engage: Business Readiness||Review of the highest impact policy, business rule, and policies changing with Engage.||Support Center|
|6 weeks prior to go-live||Knowledgebase Articles||Review these articles with each audience as listed in the toolkit, preferably after attending the journey orientation webinars.||Box|
|Review within the month before your chapter goes live in Engage.||SCORE Engage Journey Orientations (Volunteer, Event, Client Mentoring)||Live demos inside Engage for each journey.||Provided via email following each live demo session for your wave.|
|Access will be granted 45-days (6 weeks) prior to your go-live date.||WalkMe Tutorials||Test processes using WalkMe tutorials in a sandbox environment with real chapter data.
*Note: WalkMe is not functional on mobile devices.
For your convenience, please find a communication template for you to customize and send to each audience of your chapter members.
Training Plan Best Practices – Akron Chapter Model
SCORE Akron, one of our Early Adopter chapters, created a training plan to provide a seamless transition to SCORE Engage. Here are some of the best practices they implemented.