Client Impact Report Handouts

Client impact handouts are developed in March of each year based on the Annual Client Survey results. 

**Reminder: Please update any national statistics you are using in your marketing materials, on the SCORE website, or otherwise to reflect the most current Fiscal Year numbers.**

2024 Client Impact Sheets

2024 SCORE Impact Methodology:  https://tinyurl.com/2024SCOREImpactMethodology

This year, all respondents were asked, "Did you start or acquire a new business this past year?" Previously, this question was limited to those who answered "No" to "As of October 1, 2022, were you in business?" The prior approach may have undercounted new business starts or acquisitions by excluding existing business owners who started or acquired a new business. By including all respondents, this revision provides a more accurate count but may result in higher figures compared to previous years, impacting year-over-year comparisons.

• National Impact Sheet
• State Impact Sheets:  
  • • National + State Impact Sheets
    • State Impact Sheets (without National Impact)  **Please note:  To ensure data reliability and consistency with industry standards, state impact sheets are produced only when minimum response rates are achieved. Metrics on business starts and job creation are excluded if response thresholds are not met. SCORE continuously evaluates its survey and methodology to enhance economic impact measurement and align with industry best practices  
• Chapter Sheets: To ensure best-in-class standards, we do not provide Chapter Impact sheets derived from the Annual Client Survey.  Alternatively, if a State Impact Sheet is available (based on minimum response rate criteria), we may be able to provide chapter impact information by using total services as a percentage of the state.  If you are in need of this chapter information, please reach out to help@score.org and we can verify what metrics are available for your chapter.

Ideas for using Impact Sheets:

• Use this customizable press release template to share updated impact numbers with your local media in recognition of National Volunteer Month in April! Visit the Public Relations Resources for tips on creating a press list and more. 
• Social media features - SCORE HQ will post the new national impact numbers on supported Chapter social media platforms as part of the Chapter Social Media Program. Your local social media chair can layer in additional posts touting state or local stats, as well!
• Update your chapter website with State and/or National Impact stats.
• Share with your Local Representatives!

As of 03/11/2024 SCORE will only provide Impact Data Sheets at the National-level and state-levels (that meet response rate criteria). SCORE will continue to review our survey structure and analysis methodology to ensure it is in line with industry accepted standards and thoroughly reflects, captures and effectively communicates SCORE’s impact. 

SCORE continues to refine our annual client survey results reporting methodology. We recognize that we must ensure that our survey structure and analysis methodology continues to be in line with industry accepted standards and thoroughly reflects, captures and demonstrates SCORE’s impact.

Accordingly, we will provide the Client Impact data at the National and State levels only.  The extrapolation of the data at the chapter level were not always reaching the best-in-class standards. We want to represent SCORE in the best and most accurate way possible and the state-level data provides that for the organization.

FY24 Annual Client Survey Results

• For more local resources and details on how to access chapter, district, or region level results from the PwC Listen Platform (portal) please go to:  here, to access the Annual Client Survey information page.
• Chapters can utilize the National and State Impact sheets, in conjunction with data from Engage Reports, BIRT Reports, and the PwC Listen portal, in support of Social Media and Marketing, People and Culture Initiatives, Fundraising and Grants, etc.  Below is a quick list of some specific resources your chapter may find helpful.  Please keep in mind that some reports are accessible by position and that this is not an exhaustive list.  If you have additional questions, please reach out to help@score.org.

1. PwC Listen Portal:
   • For Chapters that have met the minimum required amount of responses:
     • Count of clients that responded to the survey
     • Average Client Engagement Index score (5 being highest)
     • Client reported demographic information (found toward the end of the “Multi-Select Questions drop down)
     • Percentage of client favorability to specific questions
     • The ability to drill down further into the widget groups by clicking on the title 

2. BIRT Performance Dashboard Report:
   • An overview of chapter performance metrics in the selected timeframe.
     • Unique Clients Mentored
     • Count of Total Mentoring Sessions and Local In-Person Workshops
     • Local In-Person Workshop Attendance
     • Total Local services
     • National Webinar views and attendance information
     • Overall Total (local and national) Services
     • Net Promoter Score (NPS)
     • Count of Volunteers 
     • Percentage of Volunteers that are in a minority group
     • Percentage of Volunteers that are Women

MRE Clients, Specifically:

BIRT Client Information Report:

• Information on Mentoring Clients that have requested a session, in the selected timeframe, by chapter location.  Clients appear on this report regardless of if they have had a session or not.  Please use the  “mentoring_session_exists” column to sort by those clients that have had a session and those that have not.  Accessible by Client Intake Coordinators.
  • Zip Code
  • Demographic
  • If they are a new or returning (have had a session) clients
  • Date of MRE creation

BIRT Client Session Summary Report

• Information on Mentoring Clients that have requested AND received a session, in the selected timeframe, by chapter location.  Clients appear on this report ONLY if they have received service in the form of a session.  Accessible by Client Intake Coordinators.
  • Zip Code
  • State
  • Language
  • Limited Session and MRE information

BIRT All Clients Not Yet_Counseled Reports

• Information on Mentoring Clients that have requested and have NOT received a session, in the selected timeframe, by chapter location.  Accessible by Client Intake Coordinators.
  • Zip Code
  • City
  • State
  • Date of MRE creation
  • MRE specific information
  • Client NID

Event Clients, Specifically:

• BIRT Local Event Attendees Report (a.k.a. “Local Workshop Client Leads Report”)
  • Information on local event attendees.  Records are by event name, so you may need to narrow information down by email address, to get unique client information.
    • Zip Code
    • State
    • Event that was viewed and how many times it was viewed
    • Likelihood they would recommend the event
    • If they are an existing client
    • If they are a mentored client

• BIRT National Online Workshop Client Leads Report 
  • If you select “National” as Workshop Type
    • • Information on attendees of an online course or event, accessed from the National Page, but having a ZIP code in the Chapter service area. local event attendees. 
      • Includes Workshop Name
      • Date Viewed and how many times it was viewed
      • If they have subscribed to the Newsletter
      • If they have opted in to Sponsor Emails
    • Export includes more information like:
      • If they are an existing client
      • If they are a mentored client
      • Workshop Type

• • If you select “Chapter” as Workshop Type
    • • Information on attendees of a recorded webinar, accessed from the Chapter Page
      • Date Viewed and how many times it was viewed
      • If they have subscribed to the Newsletter
      • If they have opted in to Sponsor Emails
    • Export includes more information like:
      • If they are an existing client
      • If they are a mentored client
      • Workshop Type

• BIRT Local Event Evaluations Reports (a.k.a. “Local Events NPS Summary Chapter Level” and “Local Events NPS Survey Detail Chapter Level” )
  • • • • NPS information for the selected timeframe
        • Evaluation of local event information

• Local Workshops by Chapter
  • Partner workshop total number of attendees (Partner workshops designated with a "P" at the beginning in the Workshop_ID  column.  Please note:  attendees to partner events may not appear in our other reports, if no attendee list was provided
  • Total Attendee by workshop
  • Attendee Hours
  • Type of Workshop
  • No Show information
  • Fee information
  • Sponsor/Co-Sponsor information

Also please keep in mind the definition for "Total National Recorded Webinars Attendance" on MIS and Dashboard reports is:  "Total number of attendees that viewed a Recorded Online Webinar(s) during the selected time frame.

• These webinars are are accessed by the client on the national www.score.org website. Clients are assigned to chapters based on their zip code.  The Performance Dashboard report will not reflect the full month on this metric, until the 20th of the following month (e.g. April will be updated/complete on May 20th).  You can see these details of these event attendees on the "National Online Workshop Client Leads" BIRT report, by selecting "National", but please note that not all of these attendee information is added to our reporting database/reports, other than as a raw number.  

Additional Training and Information:

How to Run a BIRT Report

How to Use BIRT Reports

Net Promoter Score (NPS) FAQs