The following resources are available for chapter leaders to review monthly and adjust chapter operations accordingly. While there are many supplemental resources, those identified below are the guiding pillars.
- View webinar with Doug Nohe, VP of Field Ops, discussing these reports and changes to come.
- Download slides.
Annual Checklist for Chapter Leaders
There are many tasks that need to be completed each month to some of these are mandated by our charter and some are important to serve the mission of SCORE. This checklist breaks down tasks and suggestions into a month by month guide, noting critical deadlines and information.
The Chapter Operating Plan is a template to help chapters create annual goals and strategic objectives for their chapters. This plan should be developed with the chapter leadership team at the beginning of the fiscal year (October), and referenced monthly as things progress.
Chapter Budget Template
This template is to be used to put in your chapter budget to submit to HQ for loading into the Intacct Accounting System so that you will have the ability to monitor where your chapter is against your budget.
Chapter Treasurers may attend monthly Treasurer Tuesday Webinars and receive Financial statements for chapter budget health.
The Dashboard Performance Report provides National, District and Chapter performance data including session, volunteer and workshop metrics. This report can be found in both CORE and Engage systems. More information on the report is here.
A simplified version of the report has been rolled out, streamlining the report for the most relevant performance data metrics.
SCORE On-Site Review (SOSR Form 16)
SCORE seeks chapters committed to SCORE’s mission and strategic goals. The purpose of this process is to review the present and recent past chapter operations and chapter management. In order to maintain sustainable chapter operations and deliver on SCORE’s client service initiatives, SCORE has created a set of minimum standards to which all chapters must fully comply, and are reviewed in this chapter review form.
SCORE’s best chapters deliver the performance and quality outcomes that are fundamental to SCORE success across 3 key elements: Volunteers, Clients, Local Communities
An SOSR form with pre-populated data will be emailed to each Chapter Chair, District Director, and RVP on October 7 to conduct reviews of the previous year. Reviews should be completed by December 31 for the prior year. The review will inform awards received for the Chapter of the Year event held each February.
This also matches the new performance dashboard, focusing on the most relevant performance data metrics.
**Pre-filled SOSR forms are emailed directly to Chapter, District, and Regional Leaders each year**
**Special thanks to volunteers Howard Fineman, Karen Williams, and Bill Moreland for streamlining the new SOSR report, accompanying user guide and performance dashboard**
- Client Engagement (annual survey conducted each fall, Q1)
- Volunteer Engagement (annual survey conducted each spring (Q2-3)
- New Volunteer Survey (ongoing survey for all volunteers after first 90 days)
- Volunteer Exit Survey (ongoing survey for all volunteers after status changed to inactive or dropped)