2012 2012 Leadership Leadership ConferenceConference

Bill Morland, West Regional VP, Orange County (CA)

Mark Rothenberg, District Director, Rockland County (NY)

Managing For Chapter Growth

SCORE’s Mission

SCORE starts and grows successful small businesses

across America, one business at a time

Why Do We Do This?

…Because we want to.

If we don’t want to, we won’t

SCORE Chapters• Members are the same

• Difference is culture• Client focused• Operationally focused

• Everyone is mission driven, but some don’t understand the mission completely

Never heard of SCORE

I’ve heard of SCOREI’ll consider

SCOREI look for SCORE

I went to SCORE

Client Intake Process

Love it

Hate itNeutral

Come back/Refer

Shopping

Clients either

Awareness

Detractors

Awareness

SCORE Chapters have an awareness problem:•“Well kept secret”

•“I didn’t know you were there”

•“You joined SCORE? What’s that?”

My Chapter Chair…

*From the Volunteer Engagement Survey

…has communicated a plan for executing on SCORE’s vision(81%)

…regularly provides recognition for my accomplishments (72%)

…clearly communicates his/her expectations of me (71%)

…cares about me as an individual (79%)

…inspires new ideas and better ways of doing things (74%)

Engagement

Client Engagement

Volunteer Engagement

Organizational Engagement

•Organize around functions instead of an organizational chart.•Get new members engaged during the provisional period.•Let members tell you what they want to do, and then let them do it.•Articulate your strategy to get member buy-in.

What to Do

Communicate Your ObjectivesDevelop Your Team

DelegatePartner

Utilize Your ResourcesMonitor Performance

MotivateRecognize Achievements

Ask

Goals

Be Goal Oriented

Goals need to be Measurable

Goals

ActivityEngagementProductivity

QualityRecruitmentSatisfaction

The #1 Resource

SCORE Operating Manual

(SOM)

Desktop Guide – Online

Resources

SCORE ASSOCIATION

(SAO)

Engage with Herndon.The staff is there to help you and your

chapter.

Use your chapter websitewww.chaptername.score.org

Chapter InformationMentoring

Local WorkshopsOnline WorkshopsTemplates & Tools

About SCORE ChapterVolunteer

Resources

Resources

VOLUNTEER CENTERIn Beta: www.volunteer.score.org

Current Version: www.volunteercenter.score.org

Information, Forms, Materials and Supplies

First place to look for answers and news.

Managing Your Chapter

Leadership Team

Your VolunteersListenAsk

QuestionRecognize

District DirectorAssistant District Directors

Other Chapter Chairs

Collaboration among chapters and districts is a key factor to chapter success

Managing Your Chapter

REMINDER

Volunteer OrientationMentoring Certification

New Counselors: RequiredExisting Counselors: Recommended

Managing Your Chapter

REMINDER

Code of Ethics and Conduct

Affirmed and signed annually

Managing Your Chapter

REMINDER

FORM 3Due October 19, 2012

Form with reconciled September 30th bank statement sent to DD by due date

Managing Your Chapter

Counseling Information Form

Form 641(7/31/2011)

Entered into WebIt upon completion of counseling

Client -- Parts I & IIVolunteer – Part III

Record all sessions

Managing Your Chapter

REMINDER

Management Training ReportForm 888

Entered into WebIt upon completion of training

Managing Your Chapter

REMINDER

Non-Counseling Contact HoursForm 5

Entered into Webit by end of month

Managing Your Chapter

REMINDER

On Site ReviewForm 16

Completed Bi-Annually July

Managing Your Chapter

Chapter Performance LSI Summary Net Promoter Summary (NPS)Volunteer Performance SummaryGoals

Managing Your Chapter

Chapter Chair Reports

Chapter Administrator Menu

Chapter ReportsEDMIS Reports Form 888 Management Training ReportForm 5 Non Counseling HoursManage Chapter Volunteers

Managing Your Chapter

EDMIS Chapter Reports

LSI SummaryVolunteer PerformanceNet Promoter Summary

(NPS)Client Demographic ReportReport Volunteer Summary

Report Chapter SummaryClients Not Yet CounseledReport Form 5Chapter Performance Report

Managing Your Chapter

YOU CANDO IT

Managing Your Chapter

QuestionsComments

Managing Your Chapter