"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 Continue Reading
"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 Continue Reading
"2023 Follow-up and Quality Assurance Report 2023" 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 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
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. 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
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 meaning of the... Continue Reading
Contact Handling - Information Gathering In addition to identifying the information collected from inquirers and how it is used, the policy conveys how collecting the information can build a connection with the inquirer and to fully understand and be able to address the inquirer’s needs. ... Continue Reading
Texting Policies and Procedures The policy provides guidance for the process and in utilizing the system for responding to text requests from inquirers, geared toward assuring the inquirer receives the information they need and has a positive experience. Courtesy of 211 Missouri and... Continue Reading
Call Monitoring Form The program has developed a quality assurance model entitled CARE Quality Monitoring Program. CARE stands for Coaching And Reinforcing Excellence. The elements of the model include monitoring, evaluations, scoring, calibration and coaching plans. Courtesy of 211... Continue Reading
Crisis Training Syllabus and Crisis Training Manual The Crisis Intervention module is part of the Crisis Line Responder training that all front-line staff (including CRS) go through when they are hired at the Distress Centre. Crisis Line Responder training occurs both in-person and virtually,... Continue Reading
Roberts Model - Tool for Crisis Calls Roberts Model of Crisis Intervention training could greatly enhance the skill level and reduce the fallout for a CRS handling difficult, demanding, & hysterical callers. Courtesy of 211 - Distress Centre Calgary Continue Reading
