Template for policy and/or procedure This template can be helpful when putting into writing your organization’s current practices, policies, and/or procedures; it may make quick work of getting things formatted in a way that is cohesive and more sustainably managed. Important items to note... Continue Reading
General Disaster/Emergency MOU/Mutual Aid Agreement This is a well-thought out and comprehensive MOU with other I&R's for the provision of service delivery during times of disaster. This is a useful guide and template that other I&R's can refer to and modify for their own purposes. It... Continue Reading
"Memorandum of Understanding MOU's with Expiration Date" This is a very simple Cooperative Agreements document that tracks current partnerships, the date the agreement was signed, terms of the agreement and date of expiration. Courtesy of 2-1-1 Texas Permian Basin - Permian Basin Workforce... 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
"211 Service Area Report with Dane Dane Data 2023" This report lists all of their 211 activities for 2023. In accreditation, this is referred to as an I&R Activity Report. Courtesy of United Way 211 - United Way of Dane County Continue Reading
"2023 Follow-up and Quality Assurance Report 2023" The Follow-Up and Quality Assurance Survey and Report is well organized, easy-to-follow and addresses all of the major components. 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
Follow-up Report A good example of tracking follow-ups by problem and by the percentage of needs met within these categories. In addition, the total number of follow-ups is impressive. Courtesy of 211 Maryland at United Way of Central Maryland. Continue Reading
Follow-up Report Example - Abilene In this example, you can see that the report is in Excel format. However, at the bottom, a layer of aggregation has been added including tallying the responses within the following categories: Follow-up Type; Follow-up Status; How many agencies did you attempt... Continue Reading
Follow-up Results Report Example (Charts) CMHA Edmonton Not only should organizations be conducting follow-up with a statistically significant number of contacts, they should be aggregating that data in a way that can help them and their external partners/stakeholders to make meaning of the... Continue Reading
Texting Policies and Procedures The policy provides guidance for the process and in utilizing the system for responding to text requests from inquirers, geared toward assuring the inquirer receives the information they need and has a positive experience. Courtesy of 211 Missouri and... 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
