New Engage Resource - Flowchart for Engage Questions

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March 16, 2021

Distribution: All Active Volunteers

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American Rescue Plan Act

On March 11, 2021, President Biden signed the American Rescue Plan Act into law, which provides additional relief for the nation’s small businesses and hard-hit industries for programs the SBA is currently administering and adds new efforts.

Full details of the law can be found on the SCORE Support Center here - What's Inside the New American Rescue Plan for Small Businesses.

Featured Update - Engage

Surveys Due on Friday, March 19th

Please check out the below information on the two Engage surveys that are currently live and complete them by Friday, March 19, if applicable:

Change Management Survey (Wave 1B, Phase 1) - All members of chapters that went live on Engage in January 2021 are asked to complete this survey. The short survey allows volunteers to provide feedback on the Engage roll-out effort and how it prepared them to go live in Engage. Results will be reviewed during the Performance Review Session in April.

Survey links are being sent to individual volunteer emails directly from the survey platform. The initial survey invitation was sent on March 4th, with a reminder email being sent on March 11th. Please check your spam/junk folders for the invitation if you don't see it in your inbox.

Engage Product Satisfaction Survey (Early Adopters) - All members of the Early Adopters chapters are asked to complete this survey. It is actually the second time that Early Adopters will be completing this survey, in which they will provide feedback on how Engage supports them in their work with SCORE.

Survey links are being sent to individual volunteer emails directly from the survey platform. The initial survey invitation was sent on March 2nd, with a reminder email being sent on March 11th. Please check your spam/junk folders for the invitation if you don't see it in your inbox.

Change Management

Wave 1B: All chapters in Wave 1B have gone live in Engage. Chapters that specifically went live in January 2021 will be attending their Performance Measurement Review Session in early April.

Wave 2: Approximately half of March go-live chapters have now transitioned to Engage with the rest set to roll-on each week throughout the remainder of this month. April go-live chapters are in the sandbox environment and taking advantage of any additional training opportunities based on their chapters’ needs.

Wave 3: June go-live chapters have begun working to clean up their CORE data in preparation for the transition. July go-live chapters are scheduled to kick off their transition later this month.

Product Development

The latest set of Engage Release Notes will be distributed later today.

If you would like to receive Engage release updates in your SCORE email inbox please sign up here. You will receive a message letting you know about changes and improvements shortly after the release has been completed and undergone verification.

Highlighted Engage Resource

We have teams of experts with different roles and expertise who are ready to help your chapter during your transition to Engage. When volunteers are not sure whom to contact for questions or support, they can now reference the Engage Flowchart.

This tool (also available in PDF form) provides a clear breakdown of where to find help based on your chapter's current status in the transition process.

CLIENT SUPPORT

National Women's History Month

Visit the newly-branded SCORE for Women Entrepreneurs landing page at score.org/women-entrepreneurs where you can find resources tailored to women business leaders with the new SCORE for All branding. Chapters can feature this landing page on their websites using the following URL format: chaptername.score.org/women-entrepreneurs.

A Women in History Constant Contact template has been loaded into all chapter accounts as well. This template can be sent with the included content, or chapters can ‘localize’ the email with specialized content from the chapter. Additional resources regarding SCORE for Women Entrepreneurs can be found within the Field Marketing Editorial Calendar.

Upcoming Live Webinars for Small Business Owners

March 18: How to Define Your Vision and Increase the Probability of Success

March 23: Basics of Small Business Bankruptcy

March 30: Virtually Creating Your Trifecta Tribe - Mentors, Peers & Mentees in Business

VOLUNTEER SUPPORT

Lifelong Learning Webinar - March 2021

The Lifelong Learning Webinar for March will feature SCORE Raleigh sharing their success in partnering with a local HBCU (Historically Black Colleges and Universities).

Join us on March 18th at 12 PM EST to learn how this relationship started and how Raleigh SCORE began offering a robust business planning program in collaboration with Shaw University's School of Business and Professional Studies. The program has been a huge success and we hope you can gain some insights for fostering similar relationships in your community.

Registration Link

March Knowledge Exchange: Calling all Coaches!

The March Knowledge-Exchange will focus on Coaches.

All coaches are invited to this 2-hour Zoom session on March 23 from 11 AM - 1 PM EST where you can meet other coaches from around the country, share good practices, and get some of your burning questions answered.

Registration Link

FY20 Client Engagement Field Webinar

2020 was a challenging year! See how this has impacted SCORE and our clients.

Join us for the FY20 Client Engagement Field Webinar as we review our annual survey conducted by PwC.

In this webinar, we will:

Review what our clients are telling us is important in our service to them
Highlight the challenges and successes our clients have had in the past year
Recognize our best performing chapters and individual mentors
Go over the steps we will take moving forward to capitalize on our client feedback

The webinar will take place Wednesday, March 24 at 1:00 PM EST.

Registration Link

After registering, you will receive a confirmation email containing information about joining the webinar.

March I&D Networking Meetings

All volunteers and staff are invited to the monthly networking meetings brought to you by the various I&D National Steering Committees.

Black American Committee Networking Meeting

Come together and network with like-minded SCORE professionals across the nation, you will learn and can also share your experiences.

Thursday, March 25, at 4 PM EST - Registration Link

Women's Committee Networking Meeting

March is Women's History Month. Join us and network with all the SCORE women around the country to share ideas, learn and inspire each other.

Friday, March 26, at 1 PM EST - Registration Link

CHAPTER OPERATIONS

Workshop Grants Available

The first 20 chapters to present MassMutual's Simple Steps to Exiting Your Business workshop-in-a-box will be awarded a $250 grant. All chapters are eligible.

More information here.

March Social Media Webinar

As a reminder, this Wednesday the 17^th at 2:00 PM EST is the monthly social media call. To register for the webinar please click here.

You can choose which webinars you are able to attend, although we recommend attending all because the information changes with each call.

Constant Contact Webinar

Come learn about all the new features released in Constant Contact over the last year, that can help you make the most of your Constant Contact account and generate even better results!

Note: If you're unable to attend, please register anyway. We'll send you a free recording to watch on your own time.

Thursday, March 18th, 1 - 2 PM EST - Registration Link

SCORE COVID-19 RESOURCES

Resources for Clients

SCORE is collecting resources to answer client's critical questions during the COVID-19 pandemic—and afterward. Updates are being made regularly.

Click Here

Volunteer Toolkit

These resources provide the latest communications and notifications around SCORE’s policy and guidance during this trying time.

Click Here

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Funded in part through a Cooperative Agreement with the U.S. Small Business Administration. All opinions, conclusions, and/or recommendations expressed herein are those of the author(s) and do not necessarily reflect the views of the SBA.