Written by Mary Cooksey, former Director of 2-1-1 Texas A Call for Help and current Inform USA Accreditation Reviewer When I was the director of 2-1-1 Texas A Call for Help, I often felt overwhelmed by the numerous high-priority tasks and the pressure to address them all simultaneously. To... Continue Reading
Standard Operating Procedure regarding Community Engagement Describes the regular routines, used by Indiana 211, to ensure they are meeting their individual and team goals related to spreading public awareness about Indiana 211 and seeking new resources in identified target communities. It... Continue Reading
Target Community Guide This document describes how Indiana 211 uses data on resource referrals and unmet needs to identify target communities for seeking new resources, as well as call data to identify target communities for public awareness (see Standard 24.1 for more information). Courtesy of... Continue Reading
Succession Plan This document emphasized the importance of continuously preparing and cross-training specific positions to be able to seamlessly take on another role if a key position becomes vacant. The easy-to-follow chart was a plus. Courtesy of 211 Eastern Region - Community Navigation of... Continue Reading
"2023 Internal Management Report" One example of an outreach report for an I&R, this is a very thorough and compelling report that was mailed out to all Dane County households. Courtesy of United Way 211 - United Way of Dane County Continue Reading
Training Evaluation Form Trainer Evaluation Form The open-ended questions on both evaluations allow the trainee to converse about what was helpful, any areas that caused confusion, things they would like more training on, or things that could improve the existing training. Courtesy of 211... Continue Reading
Call Monitoring Form The program has developed a quality assurance model entitled CARE Quality Monitoring Program. CARE stands for Coaching And Reinforcing Excellence. The elements of the model include monitoring, evaluations, scoring, calibration and coaching plans. Courtesy of 211... Continue Reading
Work from Home Playbook (for hybrid or virtual work) The purpose of this Playbook is to explain the various protocols and best practices involved with working from home and provide the necessary tools to ensure Customer Contact Representatives (CCRs) are trained consistently. Courtesy... Continue Reading
On-boarding Training This powerpoint outlines the points covered in this organization's onboarding training including but not limited to; training methodologies, training ambassadors, technology, training syllabus, etc. Courtesy of 211 - United Way of Connecticut Continue Reading
Teams Schedule This document shows a commitment to building a process and documentation to ensure quality service delivery for emerging work. Courtesy of the Canadian Mental Health Association Continue Reading
Evaluation Tool for an I&R Specialist This tool has various components to help assess the readiness of a call taker including; a pre-training self-assessment, selecting the correct call type, choosing proper taxonomy, name that presenting need, searching for local programs, etc.... Continue Reading
Evaluation Tool This Evaluation Tool Document, used to measure the level of competency for Community Resource Specialists and Data Curators is well done. Courtesy of 211 Texas A Call for Help - United Way of Abilene Continue Reading
