New Counselor Training Checklist*
New Counselor
Mentor
Date Training Started
Co-Mentor
Module A Tasks – At the Start
Signing of the Code of Ethics
Attending of 2 monthly chapter meetings
Ordering/receiving of SCORE business cards
Ordering/receiving of SCORE name badge
Creation of a one or two paragraph biography
Module A Completed
Module B Tasks – Getting Going
Become familiar with SCORE National website
Become familiar with local SCORE website
Understand SCORE organization
Attend SCORE Basic Orientation Workshop
Attend Simple Steps classes
Attend SCORE Business Startup Basics
Agree to a minimum of 100 hours per year
Co-counsel with mentor a minimum of 4 times
Become familiar with UNR office routines and
resources
Module B Completed
Module C Tasks – Hands On Training
Complete the online “Mentoring Methodology” class
Complete the online Basic Mentor Training class
Use WebIt and complete Form 641
Use the Counseling Schedule website
Become familiar with SCORE community outreach
programs
Become familiar with CEO Roundtable
Module C Completed
Module D Tasks - Resources
Understand SCORE/SBA/SBDC relationship
Familiar with Federal, State and Local resources
Introduced to Ultimate Business Planner
Module D Completed
All Modules Completed
NC = New Counselor
M = Mentor/Co-Mentor
Date Completed
NC
NC
NC
NC
NC
M
NC
NC
NC
NC
NC
NC
NC
NC
NC
M
NC
NC
NC
NC
NC
NC
M
NC
NC
NC
M
TC
TC = Training Chairman
*Completed Forms to be returned to office at UNR or turned in at Monthly SCORE Meeting for insertion in
counselor file.
Revised 5-02-2013