Promising Practices

Certification Certification : Certified Individuals Finance and Funding Industry News Inform USA Awards Inform USA Job Board Inform USA Programs Promising Practices Promising Practices : Cooperative Relationships Promising Practices : Disaster Preparedness Promising Practices : Org Effectiveness Promising Practices : Resource Database Promising Practices : Service Delivery

Management Flow Chart
Management Flow Chart

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

Date posted05/30/2025


Community Engagement (re. new resources and outreach events) - courtesy of Indiana 211
Community Engagement (re. new resources and outreach events) - courtesy of Indiana 211

Promising Practice: 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... Continue Reading

Date posted05/30/2025


I&R Activity Report - courtesy of 211 Eastern Region
I&R Activity Report - courtesy of 211 Eastern Region

Promising Practice: I&R Activity Report The professional display of the information allows the viewer to easily identify trends in call volume, needs, unmet needs and reasons for unmet needs, as well as calls by region and other demographics. Courtesy of 211 Eastern Region - Community... Continue Reading

Date posted05/29/2025


Follow-Up Results Report - courtesy of 211 Eastern Region
Follow-Up Results Report - courtesy of 211 Eastern Region

Promising Practice: Follow-Up Results Report Although the sample was small the report contained meaningful and detailed information that is easy to understand. Courtesy of 211 Eastern Region - Community Navigation of Eastern Ontario This organization was on the 2022 accreditation... Continue Reading

Date posted05/29/2025


Succession Plan - courtesy of 211 Eastern Region
Succession Plan - courtesy of 211 Eastern Region

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

Date posted05/29/2025


Printable Resource List, Resource Hunting, Curator Dashboard - courtesy of Indiana 211
Printable Resource List, Resource Hunting, Curator Dashboard - courtesy of Indiana 211

Promising Practices: "Printable Community Resource List" tool In response to many requests from individuals and groups all over the state to have a personalized, printable, trusted, and up-to-date resource list, Indiana 211 developed the ability for anyone to do just that. Powered by the Indiana... Continue Reading

Date posted05/29/2025


Template for a Policy and/or a Procedure
Template for a Policy and/or a Procedure

Promising Practices: 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... Continue Reading

Date posted04/2/2025


Mutual Aid Agreement / MOU for Emergencies or Disasters courtesy of Michigan 211
Mutual Aid Agreement / MOU for Emergencies or Disasters courtesy of Michigan 211

Promising Practice: 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... Continue Reading

Date posted03/12/2025


Tracking tool for MOU's - Courtesy of 2-1-1 Texas Permian Basin
Tracking tool for MOU's - Courtesy of 2-1-1 Texas Permian Basin

"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

Date posted02/25/2025


Example of an Annual Report / Strategic Plan courtesy of United Way 211 - United Way of Dane County
Example of an Annual Report / Strategic Plan courtesy of United Way 211 - United Way of Dane County

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

Date posted01/28/2025


An I&R Activity Report courtesy of United Way 211 - United Way of Dane County
An I&R Activity Report courtesy of United Way 211 - United Way of Dane County

Promising Practice: "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 This organization was on the 2022... Continue Reading

Date posted01/28/2025


Follow-up and Quality Assurance Report courtesy of United Way 211 - United Way of Dane County
Follow-up and Quality Assurance Report courtesy of United Way 211 - United Way of Dane County

Promising Practice: "2023 Follow-up and Quality Assurance Report" 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 This organization was on the 2022... Continue Reading

Date posted01/28/2025