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
Promising Practice: 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 -... Continue Reading
Promising Practice:"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 This organization was on the 2022... 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
Promising Practice: 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... Continue Reading
Promising Practice: 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... Continue Reading
Promising Practice: 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 This... Continue Reading
Promising Practice: 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 This organization was on the 2022 accreditation manual/criteria when this... Continue Reading
Promising Practice: 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... Continue Reading
Promising Practice: 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 This organization was on the 2022 accreditation... Continue Reading
Promising Practice: Community Needs Assessment A very detailed report that reviews the social and human services landscape in Ashtabula County and identifies unmet needs, gaps in services and makes recommendations for improved service delivery. This is a very good example of how the agency and... Continue Reading
Promising Practice: Board Skills Matrix The matrix tracks the skills and experience of each board member, which indicates the existing capacity of the board and places of potential growth. Courtesy of 211 Nova Scotia This organization was on the 2022 accreditation manual/criteria when this... Continue Reading
