field management reports steve records vice president, field operations april 17 2015
TRANSCRIPT
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Field Management
Reports
Steve RecordsVice President, Field Operations
April 17 2015
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Login As Chapter Admin
Login: ch.adminXXXX(XXXX is 4 digit chapter
number)Password: ScoreXXXX
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The CORE HOME page
Volunteer Login History
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Shows all chapter membersShows names, username for login, user email as entered into CORE, and DATE of last login
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CORE Reports pageFor most reports, you’ll find them on the CORE reports page
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Chapter Volunteer RostersShows full rosters with classifications
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Roster PageShows Chapter’s Certification %Shows Date each volunteer completed certificationShows Date each volunteer completed Code of Ethics
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Clients Not Yet Counseled Management Overview
Select the Aging report
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Select chapter(s) desiredSelect dates to include – Entering 10/1/2013 will show ALL CNYC
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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
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MISShort Form is easier to review
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Shows SCORE historical MIS dataMIS report is ‘drilldown’District to chapter
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Chapter to volunteer
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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
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Volunteer Performance Report
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Volunteer Performance ReportShows volunteer activity, including co-mentoringSession Follow On % based on client type
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NPSSummary report and Detail Report
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NPS Summary
Click icon to add picture
Summary shows score with no notes.
‘Helped Me’ is a Yes/No question. Yes = 1, No = 0
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NPS Detail
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Shows Open Ended responses
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National Workshop ClientsBy chapter
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‘Sales Leads’ for your chapter
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Export and use in email marketing to convert national workshop clients into local mentoring clients
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New SCORE Dashboard Report
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National drilldownUnique clientsActivityQualityVolunteers
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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
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Bottom Half
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QualityOne & Done % - NEW METRIC – client based – YTD and HistoricalVolunteersDiversity, Certification, Volunteer Attraction
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Drill into DistrictsChoose district
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District Level
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Exact Same MetricsCan drill into District to get to chapters
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Select Desired Chapter
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Chapter Report
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Exact same metricsMetric defined in all reports by hovering/clicking on metric title
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Volunteer Center Home PagePerformance Data Link
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Engagement Reports & MISAccess both client and volunteer engagement data
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Questions?