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