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Table of Contents
- Mentoring in Engage
- Volunteer Intake Processes
- Client Intake Processes
- Event Management
- Chapter and Member Management
- Additional Resources
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:
- Key Mentor Processes
- How To: Search in Engage
- Refer A Client to Another Mentor
- Team Member Information
- How to: Handle Duplicate Requests
- How To: Request A Mentor (Client/Mentor Matching)
- How To: Manage My Mentoring Requests
- How To: Create a Client Contact Record
- How To: Record or Edit a Mentoring Session
- How To: Add a Co-Mentor
- How To: Add a Note as a Co-Mentor
- How To: Send Email to Clients in Engage
- How To Customize A List View
- How To: Run a BIRT Report
Designed For:
Active volunteers with a current classification of Mentor
Provisional and Active volunteers currently training to earn a Mentor classification
Volunteer Intake Processes
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: Generate Engage Reports
- A Comprehensive Guide to Classifications
- How To: Login to Engage
- Becoming a Provisional Volunteer
- Onboarding a Provisional Volunteer
- How To: Send An Email From The Contact Record
- Generate Engage Reports
Designed For:
Regional Volunteer Intake Coordinators
Active and Provisional volunteers interested in serving as an Interviewer
Active and Provisional volunteers interested in serving as a Coach
Related Courses:
Volunteer Onboarding Guidelines
Volunteer Onboarding Checklist
Client Intake Processes
Client mentoring requests are pouring into the client intake queue and ready for processing. This sounds like a job for the Regional 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:
- Managing Mentor Assignments
- When a mentor leaves SCORE... managing the clients that remain
- RCIC Steps for Checking up on Open Mentoring Requests
- How to: Manage the Client Intake Queue (Match a Mentor Request)
- Generate Engage Reports
Designed For:
Regional Client Intake Coordinators
Related Courses:
Mentoring in Engage
Event Management
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:
- Event Creation
- Post-Event Process
- Fact Sheet about Importing Attendance
- Marketing The Event
- Managing Constant Contact and Chapter Website for Event Journey
- How To: Clone An Event
- How To: Modify An Event
- How To: Cancel an Event
- How to: View, Update & Manually Add Event Registrants
- How To: Track Attendees of an Event
- Cape Cod Pitch to Grow
- Shared Webinars - Recommended Setup and Post Event Process
- Generate Engage Reports
Designed For:
Event Managers
Workshop Presenters
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 leadership member(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 Reinstate a SCORE Volunteer
- Managing Contractors in Engage
- How To: Assign/Update Position
- How To: Manage Chapter Affiliation
- How to: Update a Volunteer’s Status
Designed For:
Chapter Leadership
Related Courses:
Volunteer Intake Process
Additional Resources
For questions regarding any of these courses or more information on how to sign up, email [email protected].
