SCORE Greater Los Angeles
Good Afternoon!
Welcome to the
September Chapter Meeting!
Agenda
* Welcome and Introductions
* Joe Piasecki, Glendale New-Press
Researching Mentor/Mentee's
* Disaster Preparedness Training
* John Doyle - Financial Projections
Workshop
Agenda
* Current Business
Key Performance Indicators (KPI's)
Leadership Conference
* New Business
Code of Ethics - Signature Required
Mentor Certification
2014 Business Plan
Thank you for coming!
SCORE Greater Los Angeles
Executive Committee
Name
Position
Guy Langvardt
President *
Steven Marks
Executive Vice President *
Dick Mader
Vice President – Administration and Secretary*
John Doyle
Vice President – Finance *
Fundraising Team
Name
Position
Stu Newmark
Chair
David Berkus
Member
Dave Olson
Member
Legislative Committee (Speaker’s Bureau)
Name
Position
Guy Langvardt
Chair
Steven Marks
Member
Barbara Schwartz
Member
Dick Mader
Member
John Doyle
Member
Philip Walker
Member
Joel Davidson
Member
Marketing Committee
Name
Position
Robert Kellerman
Member
Guy Langvardt
Member
Philip Walker
Member
Evaluation (Mentor Quality) Committee
Name
Position
Steve Hurney
Member
Tony West
Member
Bob O’Brien
Member
Randy Lash
Member
Dave Carter
Member
Mentor Help Committee (Technology)
Name
Position
Sallie Shapiro
Chair
Guy Langvardt
Member
Special Events Committee
Name
Position
Nancy Taiko
Member
Guy Langvardt
Member
Philip Walker
Member
Volunteer Selection and Training Committee
Name
Position
Sallie Shapiro
Chair
Barbara Schwartz
Member
Phil Binderman
Member
Work Shop Committee
Name
Position
Jin Han
Chair
Ward Davidson
Member
Nancy Taiko
Member
Micah Kirtzman
Member
SCORE Greater Los Angeles
Executive Committee
Executive Committee
Marketing Committee
Volunteer Recruiting & Training Committee
Evaluation Committee
Program Committee
Workshop Committee
Fundraising Committee
Legislative Committee
Executive Committee
The Executive Committee, composed of chapter officers and
members appointed by the chapter chair:
Assists the chapter chair with the general supervision of
chapter affairs between regular meetings, including setting the
time and place for chapter meetings.
Removes inactive and inadequate volunteers, unless the chair
is authorized to do this by the chapter bylaws.
Advises the chapter chair on policy, procedures and agency
relationships.
Executive Committee
Exercises the power and authority normally exercised by an
Executive Committee, including advising the vice chair
regarding governance of the chapter in the absence of the
chapter chair.
As delegated by the chapter chair assures that the chapter
develops a written business plan, leadership succession plan,
recruitment plan and outreach plan to comply with SCORE
Association minimum standards.
Marketing Committee
Marketing Committee prepares a marketing program,
including public relations and/or publicity, in compliance with
the minimum standards, to assist the chapter in achieving its
goals. Its specific responsibilities encompass:
All aspects of SCORE chapter branding; including, but not
limited to advertising (both print and electronic), public
relations, women in business and community outreach
program marketing. This includes assuring all SCORE
branding by the chapter is consistent with all materials
available from the SCORE Association office.
Development of relationships with media personnel,
including coordination of activities of all contracted public
relations/publicity professionals.
Marketing Committee
Oversight of the visual presentation of the Web site and
chapter printed materials with input on content.
Coordination with the chapter chair and/or
Executive Committee in the development of the annual
marketing budget and the annual strategic plan.
Participation with other chapter volunteers in organizing and
implementing client relations such as client satisfaction
surveys and client development activities, internal chapter
communications and special events.
Volunteer Recruiting & Training
Committee
The Volunteer Recruiting and Training Committee, in
compliance with the minimum standards, identify needs and
establish priorities for the recruitment and training of
volunteers as desirable for the chapter. It also:
Maintains and implements a written recruitment plan that
inventories the mix of current chapter volunteers’ backgrounds
and skills and then targets recruitment efforts to fill the gaps
and anticipated needs to ensure the chapter can meet the
service requests of its clients and the business community
they serve.
Volunteer Recruiting & Training
Committee
Develops and implements ways to attract and recruit talented
volunteers representing the races and ethnicities served by
the chapter to attain a gender mix that is consistent with
SCORE Association guidelines.
Coordinates the recruiting program with other committees.
Solicits the support and participation of all volunteers in the
program.
Establishes procedures for interviewing applicants for SCORE
membership.
Volunteer Recruiting & Training
Committee
Conducts ongoing counselor training to improve counseling
techniques and ensure currency of counseling skills, including
available resources and SBA programs.
Works to raise awareness that training and development are a
continuing responsibility of all volunteers.
Conducts a new volunteer orientation to ensure a professional
and complete introduction to SCORE. The orientation must
contain information on the different roles of the chapter, district
and association office as they relate to the volunteer. It also
must introduce the chapter bylaws, business plan, the Code of
Ethics and Conduct, the SCORE Operating Manual (SOM)
and the Volunteer Center Web site. The new volunteers must
be assigned a mentor for their provisional period.
Volunteer Recruiting & Training
Committee
Ensure that the new volunteer completes the SCORE Online
Orientation Program.
Ensure that the new volunteer completes the online SCORE
5-Step Counseling Process.
Evaluation Committee
The Evaluation Committee establishes and maintains, in
compliance with the minimum standards, effective procedures
to review and evaluate the performance of volunteers in their
counseling, business training sessions and other chapter
activities to ensure that the chapter provides top-quality
service. The Evaluation Committee also:
Applies, in those procedures, guidelines for the effective use
of volunteer skills and their evaluation as set forth in the SOM
and in other publications and programs available from the
SCORE Association office.
Evaluation Committee
Discusses deficiencies and needed improvements in
counseling, business training, chapter management and other
chapter operations with chapter officers and volunteers so that
proper corrective actions can be taken.
Conducts a review of chapter volunteers to identify inactive
and less effective volunteers who should be removed from the
chapter or assigned to other chapter duties.
Recommends those who should be considered by the
Executive Committee for special awards.
Program Committee
The Program Committee plans programs for regularly
scheduled chapter meetings, ensuring that discussion of, or
questions about, SCORE operations, current new programs
and the SOM provisions are on the agenda.
In addition, the Program Committee should sponsor a training
session on a selected subject at every chapter meeting,
separate and apart from the regular business meeting and any
presentation by an invited speaker. Chapters should also
recommend topics and speakers that will further volunteer
training. The Program Committee:
Secures knowledgeable speakers on pertinent topics of
benefit to volunteers.
Program Committee
Organizes special features such as panel discussions, roleplaying, case studies and audio and visual programs.
Arranges for presenting SBA and SCORE training materials
developed by or available from the SCORE Association office.
Workshop Committee
The Workshop Committee continuously reviews and reports to
the chapter on the feasibility of offering workshops and similar
events on subjects that would be helpful to the business
community. The Workshop Committee also:
Plans for workshops or similar events, including obtaining
chapter volunteers and others as speakers, developing
effective publicity, determining appropriate charges, finding
facilities and arranging for materials and handouts.
Works with the chapter Marketing Committee to arrange
necessary and appropriate publicity for events.
Works with SBA officials and other community resources to
develop and present workshops.
Workshop Committee
Cooperates with the SBA, as needed, in providing assistance
for SBA-sponsored events.
Conducts workshops and similar events.
Ensures that volunteers are available at workshops for clients
seeking assistance.
Arranges for the collection and handling of fees and maintains
accurate records of disbursements, with all surplus funds
going to the chapter treasury.
Assures workshop information for reporting on Form 888,
Management Report Form is captured.
Workshop Committee
Ensures that an attendee list or sign up sheet is completed for
each workshop and is retained by the chapter for four years.
Ensures that evaluation forms are prepared and made
available to all attendees. Ensures that attendees are reported
properly per the definitions of workshop. (see Chapter 5)
Considers whether the events should be co-sponsored with
other organizations and arranges details of the collaboration if
approved.
Ensures that SCORE’s name is prominent in all publicity and
that the chapter receives its fair share of any workshop
proceeds when co-sponsoring a workshop.
Fundraising Committee
The Fundraising Committee, in compliance with the minimum
standards, identifies the need for and sources of additional
income. The Fundraising Committee:
Develops fundraising strategies.
Conducts ongoing fundraising efforts to ensure that the
chapter’s future operation for one year is maintained.
Contacts and follows up with potential donors of funds and inkind support.
Legislative Committee
The Legislative Committee, in compliance with minimum
standards, is responsible for contacting federal government
offices to report on the activities of the chapter. The Legislative
Committee:
Conducts and reports at least one face-to-face contact per
year with members of the U.S. House of Representatives or
their staff for each congressional district served by the
chapter; coordinates, within the SCORE district, visits with
members of the U.S. Senate.
Legislative Committee
Reports on Form 23, Congressional Contact Report, to the
SCORE Association office all face-to-face contact with U.S.
senators, U.S. House of Representatives or their staff.
Maintains contact with state and local governmental offices
and legislators.