SCORE Engage Training Course Catalog

Mentoring in Engage 

By now you’re a wiz at offering expert advice to your small business mentees. But how do you record and manage the information in SCORE Engage? This course will illustrate how to ensure you are following the proper procedures for documenting sessions and your time spent mentoring clients.

Objectives:
Upon completion of this course participants will be able to:

• Log in to SCORE Engage
• Locate and edit your individual profile
• Find existing clients
• Add new clients
• Manage client requests
• Record a mentoring session
• Access and run related reports - coming soon

Designed For:
Active volunteers with a current classification of Mentor
Provisional and Active volunteers currently training to earn a Mentor classification

Helpful Prerequisites:
SCORE Engage Business Readiness webinar
Prepare to Engage

Related Courses:
Managing the Engage Mentoring Calendar

Managing the Engage Mentoring Calendar

Booking, rescheduling, and canceling, oh my! Managing your mentoring calendar does not have to be frightening. This course will illustrate how to access the Engage calendar, set your availability, and book & manage appointments.

Objectives:
Upon completion of this course participants will be able to:

• Access the calendar
• Manage your availability
• Manage existing appointments
• Book a new appointment
• Understand the integration with Google calendar
• Access and run available reports - coming soon

Designed For:
Active volunteers with a current classification of Mentor
Provisional and Active volunteers currently training to earn a Mentor classification
Client Intake Coordinators

Helpful Prerequisites:
SCORE Engage Business Readiness webinar
Prepare to Engage

Related Courses:
Mentoring in Engage

Volunteer Intake Process

It takes a team to process each application. But how and where do each of the players fit in? This course will walk you through the roles of the Volunteer Intake Coordinator, Interviewers, and Coaches, and show you how they work in concert to process prospective volunteer applications.

Objectives:
Upon completion of this course participants will be able to:

• Manage the Volunteer Intake queue
• Assign Interviewers
• Understand the Interviewer role
• Assign a Coach
• Update training classifications
• Access and run available reports - coming soon

Designed For:
Volunteer Intake Coordinators
Active and Provisional volunteers interested in serving as an Interviewer
Active and Provisional volunteers interested in serving as a Coach

Helpful Prerequisites:
SCORE Engage Business Readiness webinar
Prepare to Engage
Volunteer Onboarding Guidelines
Volunteer Onboarding Checklist

Related Courses:
Volunteer Journey Orientation

Client Intake Process
Client mentoring requests are pouring into the client intake queue and ready for processing. This sounds like a job for the Client Intake Coordinator! This course will illustrate how to view, monitor, assign, and reassign mentoring requests.

Objectives:
Upon completion of this course participants will be able to:

• Manage the Client Intake queue
• Assign and/or Reassign a mentoring request
• Add notes
• Understand the request close-out process
• Locate available reports - coming soon

Designed For:
Client Intake Coordinators

Helpful Prerequisites:
SCORE Engage Business Readiness webinar
Prepare to Engage
Client Mentoring Journey orientation

Related Courses:
Managing the Engage Mentoring Calendar
Mentoring in Engage

Event Management Process

If you create it, they will register! Rome was not built in a day, but your event can be. This course illustrates the entire event process – from creation and marketing to registrant management, and the post-event processes.

Objectives:
Upon completion of this course participants will be able to:

• Create an event
• Understand related integrations (Zoom & Constant Contact) - coming soon
• Add Workshop Presenters
• Cancel an event
• Manage the check-in process
• Update registrants
• Locate evaluations
• Locate available reports - coming soon

Designed For:
Event Managers
Workshop Presenters

Helpful Prerequisites:
SCORE Engage Business Readiness webinar
Prepare to Engage
Event Journey live orientation

Related Courses:
Volunteer Intake Process
Chapter and Member Management

Chapter and Member Management

View the chapter lists and check them twice! This course will demonstrate how member(s) serving as Chapter Manager(s) can update and manage chapter information and keep the volunteer roster current.

Objectives:
Upon completion of this course participants will be able to:

• Update chapter information
• Manage branches (if applicable)
• Manage member affiliations
• Assign a position
• Add a Contractor

Designed For:
Chapter Managers

Helpful Prerequisites:
SCORE Engage Business Readiness webinar
Prepare to Engage

Related Courses:
Volunteer Intake Process

For questions regarding any of these courses or more information on how to sign up, email Engage@score.org.

Additional Resources

Chapter Training Toolkit
The purpose of the SCORE Engage Chapter Training Toolkit is to provide Engage Training Coordinators with specific training resources (as they pertain to member roles) to train their chapter members on key processes in SCORE Engage.

Also included:

• Communication templates for use in conveying key information and dates to chapter members
• PowerPoint presentation templates (including screen shots) outlining key tasks and processes throughout the system

Chapter Training Best Practices
SCORE Akron, one of our Early Adopter chapters, created and successfully implemented a training plan to provide a seamless transition to SCORE Engage.