Field Management

Reports

Steve RecordsVice President, Field Operations

April 17 2015

Login As Chapter Admin

Login: ch.adminXXXX(XXXX is 4 digit chapter

number)Password: ScoreXXXX

The CORE HOME page

Volunteer Login History

Shows all chapter membersShows names, username for login, user email as entered into CORE, and DATE of last login

CORE Reports pageFor most reports, you’ll find them on the CORE reports page

Chapter Volunteer RostersShows full rosters with classifications

Roster PageShows Chapter’s Certification %Shows Date each volunteer completed certificationShows Date each volunteer completed Code of Ethics

Clients Not Yet Counseled Management Overview

Select the Aging report

Select chapter(s) desiredSelect dates to include – Entering 10/1/2013 will show ALL CNYC

Shows chapter CNYC by ageCurrent is any request <15 days old%CNYC is % of all CNYC out of all requestsAny Over 60 days, once contacts have been attempted, should be closed out as non responsive

MISShort Form is easier to review

Shows SCORE historical MIS dataMIS report is ‘drilldown’District to chapter

Chapter to volunteer

Shows all sessions recorded

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Is CLIENT based – one client, one sessionIs a ‘sales’ report – shows attritionIs NOT an up to date roster

Volunteer Performance Report

Volunteer Performance ReportShows volunteer activity, including co-mentoringSession Follow On % based on client type

NPSSummary report and Detail Report

NPS Summary

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Summary shows score with no notes.

‘Helped Me’ is a Yes/No question. Yes = 1, No = 0

NPS Detail

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Shows Open Ended responses

National Workshop ClientsBy chapter

‘Sales Leads’ for your chapter

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Export and use in email marketing to convert national workshop clients into local mentoring clients

New SCORE Dashboard Report

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National drilldownUnique clientsActivityQualityVolunteers

Top Half

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Unique Clients – NEW METRIC – tracks people served, not just sessionsHistoric MIS session/workshop dataWorkshop Attendee Hours – NEW METRIC – shows total time clients have spent in training

30 attendees for 3 hour workshop = 90 total attendee hoursLink to Drill into Districts

Bottom Half

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QualityOne & Done % - NEW METRIC – client based – YTD and HistoricalVolunteersDiversity, Certification, Volunteer Attraction

Drill into DistrictsChoose district

District Level

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Exact Same MetricsCan drill into District to get to chapters

Select Desired Chapter

Chapter Report

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Exact same metricsMetric defined in all reports by hovering/clicking on metric title

Volunteer Center Home PagePerformance Data Link

Engagement Reports & MISAccess both client and volunteer engagement data

Questions?