HOPE EDUCATION EXCHANGE

Course Overview

Module 1: Creating a BDP Recurring Event

Module 2: Creating a Workshop and Registration Form

Module 3: Bundle Workshop Topics

Module 4: Mentor Support: Submitting a Volunteer Service Request in Dynamics

Module 5: Connecting with a Mentor: Submitting a Service Request via Client Portal

Module 6: Small Business Goal Mapping Guide

Module 7: Recruiting a Small Business Client

📝Instructions: Onboard a Client from Partner Referral

📝Instructions: Schedule the First Coaching Session

Module 8: Applying the GROW Model in Small Business

📝Instructions: Log the First Coaching Session

Module 9: Inviting a Client to the Business Development Program (BDP) Cohort

📝Instructions: Create a Business Development Program (BDP) Event Series

Module 10: A Client’s Barrier to Capital Access

📝Instructions: Support a Client Through a Capital Access Blocker

Module 11: Exiting a Client

Module 12: Bulk Registration and Attendance

Module 13: Viewing Client Progress in a Self-paced Learning

Small Business Hub

Business Templates

MasterCard AI Coach Tool

Shopify: Exclusive Offer Link

VMS Mentor: Submitting a Volunteer Service Request in Dynamics