Webinar/Workshop Process Packet for Volunteers

Purpose

This packet is designed to ensure that all chapters are adequately prepared for the transition to the new Centralized Education Program. It outlines the key changes, necessary steps for implementation, roles and responsibilities and additional resources to support a smooth transition based on successful pilot programs in the Mid-Atlantic and Central Regions.

Table of Contents

• Overview of Changes
• Key Objectives
• Detailed Steps of the New Education Delivery Process
• Event Selection and Notification Process
• Education Delivery Types
• Roles and Responsibilities
• Resources and Tools
• Training
• Support
• Timeline and Milestones
• Frequently Asked Questions
• Readiness Assessment
• Advice From Pilot Programs

Overview of Changes

The Education Delivery process has been enhanced and centralized to streamline how educational events are planned, executed, and delivered to ensure a more consistent, efficient handling of client education across all SCORE chapters.

A Centralized Education Program creates an integrated schedule of offerings across National, Regional and Local levels. This allows clients to access a wider range of events while enabling chapters to focus on local needs and partner event opportunities.

This approach implements a proven "vertical scaling" strategy (fewer but larger shared events) that demonstrated attendance increases of 39-62% while reducing overall event volume by 36-61%.

Key changes include:

• Introduction of a standardized four-tiered approach for educational event delivery (National, Regional, District/State, Local)
• Centralized regional committees to oversee regional webinar production
• Zip-code-based service crediting system for all client education
• Standardized evaluation processes across all event types
• Enhanced marketing effectiveness through coordinated promotion strategies

These improvements are designed to elevate the client experience, enhance satisfaction and improve operational efficiency by delivering a clear, professional and supportive educational journey.

Key Objectives

• Consistency: Ensure uniformity in how educational events are planned, delivered and evaluated across all SCORE chapters
• Efficiency: Reduce administrative burden (140 hours per month reduction demonstrated in pilot programs)
• Effectiveness: Enhance the alignment and collaboration among National, Regional and Local levels to ensure seamless educational delivery
• Quality: Maintaining high-quality educational content and consistent 95-96% client satisfaction ratings
• Reach: Expand geographic coverage and accessibility of educational opportunities for all clients

Resources for Events

Education Quality Guidelines & Best Practices

• Quality Standards for Educational Deliverables
• Top Quality Presenter Standards
• Top Quality Slide Deck and Presentation Standards
• Education Deliverable Characteristics & Glossary of Terms

Guidelines for Webinar & Workshop Production

• Educational Presentation Planning Checklist for SCORE Volunteers
• Educational Presentation Review Checklist for Regional Review Committees
• Event Level Decision Guide
• Communication Protocols and Process Flow
• Use of Technology: YouTube, Zoom, AI
• Webinar/Workshop Hosting Guide
• SCORE Webinar and Workshop Guidelines - For Presenters
• Event Page Content & Layout Requirements

Educational Content Management

• Content Management Operations
• New Content Development Guidelines
• Content Repurposing and Refresh Standards
• Regional Content Library Coordination Standards

Guidelines for Using Recorded Webinars in Educational Settings

• Hosting Semi-Live Recorded Webinar Sessions
• Hosting Recorded Webinar Watch Parties
• Mentor Watch One on One with Client(s) and Apply Learning Outcomes to Tangible Output During the Session

Essential Resources Being Developed

The following resources need to be created to support full implementation:

1. Regional Committee Structure and Hierarchy Guide
2. Zip-Code Based Attribution Implementation Guide
3. Readiness Assessment Guide
4. Standardized Content Development Guidelines
5. Marketing Effectiveness Guidelines
6. Technology Platform Integration Guide
7. Updated Event Team Responsibilities Documentation
8. Support Request Form for Committee Coaching