HOPE EDUCATION EXCHANGE

Objectives: Creating and Managing Coaching Sessions

Module 1: Scheduling Coaching Sessions in Dynamics

Scheduled Coaching Session Assignment

Module 2: Close out a Completed Coaching Session

Module 3: Adding Goal & Work Plan Task Due Dates & Completion Dates to Completed Coaching Sessions Notes

Completed Coaching Session Assignment

Module 4: Coach Expereince with a No Show Client

Missed Session Assignment

Chapter 1-5 Feedback

Objectives: Recruitment Activities

Resource: Temp Email Generator Walk-through

Module 1: Email Recruitment

Module 2: Recruitment with Client Engagement

Recruitment Assignment

Module 3: Referral From Partner

Module 4: Recruitment for Multiple Clients

Objectives: Follow-ups

Module 1: Understanding Follow-Ups

Module 2: Email Follow-ups

Module 3: Client Engagement Follow Up

Module 4: Text Message sent from Dynmaics Follow-ups

Follow-up Assignment

Objectives: Referrals and Loan Status

Module 1: Enter a New Referral and Loan Status

Module 1: Enter a New Referral

Referral Assignment

Module 2: Enter Loan Status

Loan Status Assignment

Objectives: Requesting Credit Report

Module 1: Client Profile Update for Credit Report

Module 2: Coach Profile Update for Client

Module 3: Request a Report and Share with Client

Module 3: Request and Sharing Credit Report with a Client

Credit Report Assignment

Objectives: Managing Multiple Client Programs

Collaboration Between Coaches for Client Success

Module 1: Client enrolls into a new Program

Module 2: Viewing the New Program

Multiple Program Assignment

Chapter 6-10 Feedback

Objectives: Managing Client Outcomes and Progress

Module 1: Best Practice for Coaches on Custom Steps

Module 2: Identifying a Client Needs a Custom Step in Dynamics

Module 3: Creating Custom WorkPlan Steps

Module 4: Client Portal, Viewing a New Step

Custom Action Step Assignment

Module 5: Update a Client Step in their WorkPlan

Module 6: Connect 1MBB and Disaster Clients to a Subject Matter Specialist

Module 7: Shopify Offer Link

Module 8: Adding Client Goal(s)

Module 9: Homeownership: Supporting Clients on Accessing their HUD Certification

Objectives: Creating and Managing Workshops

Module 1: Creating an In-Person Workshop Location

Module 2: Creating a Workshop and Registration Form

Module 3: Creating a Recurring Event

Module 4: Viewing Upcoming Workshops

Module 5: Checking in and Closing Workshops

Workshop Assignment

Module 6: Workshop Attendee Convert to Client

Module 7: Bulk Registration and Attendence

Common Bulk Load Errors and How to Identify Them

Module 8: Contacts from Bulk Registration

Module 9: Bundle Workshop Topics

Module 10: Private Workshops for HITW and YA

Objectives: Client Disengages

Module 1: Client disengages themselves from the Portal

Module 2: Coach Expereince Viewing Paused Clients

Module 3: Coach Disengages a Client

Objectives: Testimonials

Testimonial Best Practices

Capturing Testinomials Role-Play

Module 1: Grabbing Testimonials

Testimonial Assignment

Objectives: Client Exits

Module 1: Client Exits themselves from the Program

Module 2: Coach Expereince Viewing Exited Clients

Essential reminders for going live

User Profile Assignment-Live Dynamics

Setting Your Time Zone