|
|
SEPTEMBER 21, 2020
Distribution: All Active Volunteers
|
|
What's Happening with Engage? |
|
For new volunteers who may be unaware, SCORE Engage is our brand-new CRM system that will be fully implemented by the end of 2021 in all SCORE chapters (replacing CORE).
Change Management
The change management team is preparing to begin working with the remaining Wave 1 chapters scheduled to roll on to Engage in January 2021. A recap of the changes made to the roll-out process can be found in the next section.
Product Development
The product development team is actively working on the highest priority list of enhancements communicated in July. They have pushed 8 of the 15 requests to the sandbox environment, where they are in various stages of internal testing.
Upcoming Webinar - Enhancements Review
We plan to host a webinar for chapters already live in Engage to refresh your memory on requested Engage enhancements and outline when you can expect to see each one live in the production environment. Please keep an eye on your inbox as an invite will be sent as soon as we finalize the date.
|
|
Engage Roll-out Changes - Recap |
|
The roll-out of Engage was temporarily paused in June in order to allow the Engage Team at SCORE HQ to make changes to the roll-out effort itself and to push some of the highest priority enhancements to the system based on feedback from the field.
During the pause, SCORE HQ implemented the following changes:
Schedule reflects most recent region/district/chapter changes, and has been re-organized into 3 waves with the first wave starting in January 2021 and the last wave ending in September 2021.
Revised Enhancement and Bug Submission Process
Improved Training Program
We have enhanced the training approach to provide more hands-on guidance and customized training. This includes a Chapter Success Manager (CSM) assigned to each chapter, extended roll-out period for chapters, and more training materials (including how-to videos) available for review.
|
|
Engage Recognition - Maine District |
|
|
|
|
Kelsey Munkgsgaard
Administration
|
|
During the July Field Leadership Call, the above volunteer leaders from the Maine District presented on how they took a district wide approach to the Engage onboarding process.
Through careful planning, targeted training, and constant communication they were able to accomplish the following:
- Take the burden of transitioning away from Chapter Chairs
- Ensure consistency of information and execution, while avoiding duplicate work amongst the chapters
- Encourage and strengthen collaboration amongst the chapters
Due to their efforts, chapters in the Maine district had a successful transition to Engage. A few highlights:
- 66% of Lead Mentors and 53% of all volunteers in district attended at least one training/onboarding session.
- 62% of Lead Mentors signed into Engage in first week, and 39% recorded a Client Session.
- No volunteer turnover due to Engage transition.
For details on Maine's methods as well as their key takeaways, check out the slides from the July Field Leadership Call here (information is covered in slides 18-25).
We want to recognize Linda, Whit, Kelsey and the rest of the volunteers in Maine for their fantastic efforts in transitioning to Engage while modeling the "One SCORE" mindset!
|
|
Launched! New Hispanic Business Owners Hub |
|
The new Hispanic Business Owners Hub curates content specifically for the Hispanic business community, including resources, webinars, funding information and success stories. Stay tuned as new content and information is added to this new, vibrant landing page.
|
|
New Chapter Email Templates: Hispanic Heritage Month |
|
To help you promote Hispanic Heritage Month locally, we’ve provided two new email drafts in your Constant Contact account to attract Hispanic clients and Hispanic volunteers.
These emails are optional; it’s completely at the chapter’s discretion to use them or not to recruit new Hispanic clients and volunteers. Also, the drafts are completely customizable and can be modified to provide local content, making it more appealing to the local business community.
To find these drafts, simply login to Constant Contact, click Campaigns in the top navigation, the on the left of the screen expand the Status folder then click on drafts. You’ll see two email drafts titled “Hispanic Hub”. Email marketing@score.org with questions. |
|
Upcoming Live Webinars for Small Business Owners |
|
Lifelong Learning Series Webinar - September 2020 |
Join us for this month's Lifelong Learning Series Webinar featuring Peter Hildebrandt from the North Metro Atlanta. Peter will present how to successfully present web-based workshops and share them across a district. Learn some best practices and lessons learned on how to leverage your workshop resources. Click on the link below to register.
Join us Wednesday, September 23rd at 12 PM EST.
|
|
Women's National Committee - September Networking Call |
All volunteers and staff are invited to join us on Friday, 9/25 at 1pm EST for the monthly networking call brought to you by the Women's National Committee.
The topic for this month's call will be: Virtual Networking - How is it different?What are the opportunities? How can we advise our clients on effective networking in our new environment?
Join us Friday, September 25th at 1 PM EST.
|
|
SCORE Company Store through Office Depot Launching Today |
Our team has been working on building out a new online SCORE Store! Here you’ll find additional options for all your ordering needs. This portal through Office Depot includes a variety of customized items, from printed marketing materials, certificates of recognition, SCORE swag & tradeshow items, and apparel.
Your chapter should have received an email today (9/14) around 1 PM ET with your official invitation and personal login credentials to browse our new all-encompassing company store! That email will come from our Company Store partner, Office Depot 360, @officedepot360.com. The email will be sent to chapter admins at ch.adminXXXX@scorevolunteer.org.
For Frequently Asked Questions click here.
If you have any other questions on the products being offered or placing an order, feel free to reply to me directly or email marketing@score.org. |
|
Please work with your district director to finalize your budget before it is submitted following your district director’s instructions. You may want to check out the updated FY21 Chart of Accounts for more classification options, available here.
Your chapter may choose whether to have an annual budget or a monthly budget in Sage Intacct. Please fill out the appropriate tab on the template available here.
Budgets may be submitted at any time during the year, but our goal is to get the files by October 30, so that we can upload them for you by November 9. Chapters may wait until the national allocation is finalized before submitting. We will upload the budgets periodically as received.
|
|
SCORE Operating Manual (SOM) "Contract" Policy |
For FY 21 which starts October 1, please begin to review the services your chapter uses as you build your chapter budgets. Will a vendor surpass $5,000 and will they be paid from restricted funds? If so, please be prepared to solicit estimates from qualified vendors or document why the vendor is the only one qualified in order to be compliant with the SOM and the federal grant regulations.
Please submit these directly to Rick Peluso or contact him if you have questions.
|
|
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.
|
|
Volunteer Toolkit
These resources provide the latest communications and notifications around SCORE’s policy and guidance during this trying time.
|
|
|
|
1165 Herndon Parkway
Suite 100
Herndon, VA 20170
|
|
|
|
|
|
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. |
|
|
|
|
|
|
