Table of Contents
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:
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:
- How To: View the Engage Calendar
- How To: Set and Manage Availability in the Engage Calendar
- How To: Book and Manage Appointments
- How To: Check-In Appointments and Walk-Ins
- How Clients Book Appointments
- How To: Check-In Appointments and Walk-Ins -- Client Intake Coordinators only
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
Best Practices for JRNI Calendar
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:
- How to: Manage The Volunteer Intake Queue
- How to: Handle a Duplicate Application
- How To: Assign Interviewers
- How to: Take Ownership Of A Case In Engage
- How To: Request A New Training Classification And Update Training Classification
- How to: Generate Engage Reports
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:
- Receiving the Mentor Request
- Assigning the Request to a Mentor
- Case Assignment
- Reassign a Mentor Request
- Adding a Note to the Mentor Request
- Transferring a Mentor Request to Another Chapter
- Updating a Client’s Mentoring Request Status
- How to: Generate Engage Reports
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
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:
- How to: Create an Event
- How to: Create an Event with Zoom Webinar Integration Setup
- Modify Event to Create a Zoom Webinar (from Face to Face Workshop to Zoom Webinar)
- Marketing The Event
- Modify An Event: Add Workshop Presenters
- Modify An Event: Add Event Resources
- Modify An Event: Add Event Main Image
- How To: Cancel an Event
- Manually Add Registrants to an Event
- How to Track Attendees: Volunteer Registration
- How to Track Attendess: Event Check-in
- How to Track Attendess: Bulk Edit Registrants
- How to Track Attendees: Walk-ins
- Post Event Processes
- Viewing Event Surveys
- How To: Clone An Event
- Generate Engage Reports
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:
- How to: Update a Volunteer’s Status
- Editing Chapter Branches (If Applicable)
- How To Add a New Chapter Affiliation
- How to Change Primary Chapter Affiliation
- How To: Assign/Update Position
- Managing Contractors in Engage
Designed For:
Chapter Managers
Helpful Prerequisites:
SCORE Engage Business Readiness webinar
Prepare to Engage
Related Courses:
Volunteer Intake Process
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.
For questions regarding any of these courses or more information on how to sign up, email Engage@score.org.
Comments
0 comments
Article is closed for comments.