Assessing Practices against COA Standards
|
|
- Eustace Gallagher
- 8 years ago
- Views:
Transcription
1 Assessing Practices against COA Standards I. Introduction A. About This Course B. Course Objectives II. Start Where You Are A. Evaluate and Begin III. The Assessment Process A. Three Stages in the Assessment Process B. Review IV. Track Your Progress A. A Systematic Approach B. Evidence of Implementation Worksheet B. Standards Assessment and Tracking Worksheet C. Use Available Tools V. Standards in the Accreditation Process A. Standards Are Goals B. You Don't Have to Be Perfect C. Standards Describe WHAT Not HOW D. The Stricter Standard Applies VI. How to Assess a Standard A. Before You Start B. The Method C. Gaining Efficiencies Along the Way VII. Conclusion A. Congratulations! B. Resources 1
2 Section 1: Introduction About This Course Welcome to this training course titled, Assessing Practices against COA Standards. This course is designed for your organization or program's primary contact, as well as other staff who will be reviewing standards during the accreditation process. After completing this training, you will have a more comprehensive understanding of how to assess your practices against COA s accreditation standards. Before taking this course, it is highly recommended that you take the two prerequisite courses of COA Accreditation: Getting Started and The Format and Structure of COA's Accreditation Standards. Let's begin! Course Objectives After completing this course, you should be able to: 1. Describe the three stages of the self-assessment process. 2. Adopt a method for tracking progress. 3. Summarize the method for how to assess a Standard. Please keep in mind that this is a general training and that there may be differences in terminology and approach that are specific to your organization or program that you can discuss with your COA Accreditation Coordinator. Evaluate and Begin Section Two: Start Where You Are Regardless of which Standards you are using, most of the work of becoming accredited involves an in-depth self-evaluation of your organization or program's practices against COA's standards. This self-assessment is at the heart of the accreditation process. The results of this assessment will form the core of your game plan for meeting and demonstrating implementation of the standards. Once they begin their assessment, many organizations and programs find that they already meet most of COA's Standards. Others find that while their day-to-day practices generally 2
3 conform to the Standards, they need to formalize much of what they do into written policies and procedures. Section Three: The Assessment Process Three Stages of the Assessment Process Since the self-assessment and its associated follow-up will take up the majority of the time you spend in the accreditation process, this course will give you the "big picture" before we get into the details. The self-assessment coincides with the Self-Study and Site Visit Preparation phases of the accreditation process and has three overlapping stages. During the first stage, staff will closely review the standards and carefully assess how well your current practices meet the standards. Once your staff start reviewing the standards you will begin to receive the results of their initial assessments. During the second stage, staff will be updating practices that do not meet the standards, formalizing informal practices, and putting new practices into place where the assessment revealed that no practice currently exists. The third stage ensures that you can demonstrate that each of the standards has been implemented. In other words, the task is to make sure that there is evidence that the standards have become part of the way that your organization or program does business on a day-to-day basis. Recap During the self-assessment almost every organization discovers that it needs to modify at least some of its practices or implement new ones. Depending on the area of practice or the standard, this can take time and may involve multiple staff at different levels of the organization. That s why it is important to stay on top of the work and not let it pile up. A Systematic Approach Section Four: Track Your Progress We recommend that you take a systematic approach to managing the various tasks associated 3
4 with the self-assessment, and to meet the milestones and deadlines you agreed to during Intake. A number of different staff or teams of staff might be in various stages of assessing practices, updating or creating new policies or procedures, initiating entirely new practices, undergoing training, etc. At any given moment you should know what has been finished, what is still being worked on, and what work still needs to be started. So we recommend that you adopt a method to keep track of work assignments, along with due dates, and any follow-up that may be needed. Some people create their own spreadsheets to track progress. Others prefer to keep track of assignments on hard copies of the standards. COA makes a couple of tools available that can be useful: Evidence of Implementation Worksheet The first is the Evidence of Implementation Worksheet, which is on your MyCOA Dashboard in your Portal. It provides a customized list of the standards that apply to your organization or program, the evidence associated with each of the standards, and space to track progress. Note: The Worksheet link in your Portal is blank until after your Intake call. Standards Assessment and Tracking Worksheet Another tool you can use is the Standards Assessment and Tracking Worksheet. It was developed at the request of organizations who wanted a more detailed tracking tool. Whatever method you decide to use, set up your tracking system before assigning sections of standards to staff for review. Use Available Tools There are many tools available to you that are designed to help you organize your work. A list of recommended tools that may be helpful to you during your self-assessment can found on the Resources page of this course. Also included are instructions on how to get the most out of the Tools Search function on COA's website. 4
5 Section Five: Standards and the Accreditation Process Standards Are Goals A standard is a goal. Within COA's accreditation system, a standard is a goal toward which an organization strives. It is a statement that represents current thinking as to what constitutes best practice in a given practice area. You Don't Have to Be Perfect The second thing to understand about the standards is that COA does not expect organizations or programs to be perfect. You will be rated on the extent to which you have made progress toward achieving the goal that is embodied in the standard. In the COA rating system there are two possible "passing" ratings. An organization does not have to receive the highest possible rating (i.e., a "1") in order to pass the standard. In fact, it is possible to become accredited without receiving a rating of "1" on any of the standards. Of course COA's Rating System is a bit more involved than that... but you get the idea. For more information about COA's rating System, see the "How the Reviewers Assign Ratings" section of the Accreditation Guidelines. A link to the Accreditation Guidelines can be found on the menu bar on the right hand side of every page of the Standards. Standards Describe WHAT Not HOW COA standards describe WHAT COA wants you to implement, and, for the most part, leaves the HOW it is implemented up to you. Take for example, ETH 101: "The public has access to clear, timely, accurate information, as appropriate to the type of organization, about the organization s programs, activities, service recipients, and finances." This standard applies, as written, to all types of organizations from the small, rural, counseling organizations with ten staff and a two hundred thousand dollar annual budget, to the one hundred million dollar organization with thousands of staff and programs in every part of two states. 5
6 The WHAT, as outlined in the language of the standard applies, as written, to both organizations. HOW the standard is implemented will be quite different for both of these organizations. This, by the way, is what is meant by "Contextual Accreditation." The standard is the standard. It is the evidence that can change in relation to context. The Stricter Standard Applies If there is a conflict between a COA standard and a regulatory requirement, the stricter standard applies. For example, if the state requires a staff to client ratio of 1:10, and COA standards require a 1:8 ratio, COA's 1:8 ratio will be the standard against which you will be rated. Section Six: How to Assess Standard Meet Rhonda Rhonda is the primary contact at one of our agencies undergoing accreditation. In this chapter, I will be providing guidance to Rhonda on how to work with her staff through the process of assessing their practices against the standards. Before You Start When instructing your staff on how to approach their assignments, you'll want to give them a method for approaching the task. But before we get to that, there a few things to keep in mind as you approach this work: 1. Get into the habit of looking at a standard and the evidence together. Yes, the standards represent best practices and you may appreciate the ideas and values they represent. But during the accreditation process you always should be thinking in practical terms about implementation. Remember, every core concept has a table which groups evidence into 3 categories. Self-Study evidence which is typically submitted 6-8 weeks before the Site Visit, On-Site Evidence which is reviewed onsite, and On-site Activities that involve the reviewers like interviews, tours, etc. Here is an example of the Evidence using ASE-ML 5: Safety and Security. 2. When assessing practices, look at all the documents listed in both the Self-Study Evidence and On-Site Evidence columns of the Tables of Evidence. You want to get as complete a picture as you can as to where you stand with regard to the standards and required evidence. 6
7 3. Don't forget the evidence listed in the On-Site Activities column. The Site Visit may be months away, but if the Reviewers are going to check for passenger restraints in any vehicles used to transport clients, better to send someone to take a look sooner rather than later. Now let s look at a method for approaching the task of assessing practices against the standards. The method involves a series of five questions: 1. What is the standard asking us to do? "Looks like MIL-AM 8.05 requires us to prohibit certain practices related to making referrals. OK, that's clear enough..." [Guidance: Instruct staff to summarize for themselves what they think the standard is asking. Now, let s see what evidence applies to the standard MIL-AM 8.05.] 2. What evidence is COA asking for? "Referral Policies and Procedures are listed in the Self-Study Evidence column that s relevant to MIL-AM There's nothing that s relevant to MIL-AM 8.05 in the On-Site Evidence column.and I already know that implementation of MIL-AM 8.05 will be verified onsite by interviews with staff and other stakeholders." [Guidance: The staff members listed in the On-Site Activities column should be prepared to answer questions about your referral practices if asked about it during the Site Visit.] 3. Read any notes and interpretations. [Guidance: Stress to staff that they should always read any notes or interpretations associated with the standard.] "I know that none of our staff have private practices, but I need to check about family members then take a look at our referral list." For more information about notes and interpretation, see How to Read the Standards and Table of Evidence on the Recommended Tools and Resources document in the Resources tab of this course. 4. How well does our current practice meet the standard? "Next, I ll do a crosswalk between our documents and MIL-AM It looks like our policy does address elements (a) and (c), but I found nothing that addresses element (b)." 7
8 5. If not, what is needed? "Since the standard has three elements and we only meet two of them I think we should get someone to update our referral policies and procedures. Even though my review so far shows that we're doing pretty well with the other standards in MIL-AM 8, this looks like an important standard and I wouldn't want to take any chances of not passing this section." [Guidance: For the purposes of assessing practices, it is better to err on the side of caution and be strict with your assessments.] Gaining Efficiencies Along the Way I contacted our program directors and asked if they had referral policies and procedures in effect. Turns out we have three different sets of policies and procedures that apply to different services. And they are all pretty similar with only minor differences. [Guidance: One of the benefits of getting accredited is, when appropriate, to develop common sets of policies and procedures that apply across all programs and services.] You get the idea. Now try your hand at reading a standard and see how you do! Congratulations Section Seven: Conclusion Congratulations! You have come to the end of this course. Now that you have completed this course, you should be able to: 1. Describe the three stages of the self-assessment process. 2. Adopt a method for tracking progress. 3. Summarize the method for how to read a Standard. Resources We hope you have found this training useful and informative. Click Here to access a list of helpful resources. We urge you to visit the Training Calendar and Tools Search pages on the COAnet website for more useful accreditation tools and resources. If at any time you have questions, please contact your coordinator or use the contact us link at 8
9 Post-Training Survey Thank you for participating in this training. This course was developed in collaboration with Relias Learning, online training partner to the Council on Accreditation. Please click on the survey link in the confirmation you received for this course to share your feedback about this training. We greatly appreciate your input. 9
Using Excel 2000 to Create a Weighted-Grade Grade Book
Using Excel 2000 to Create a Weighted-Grade Grade Book This handout assumes that you already have familiarity with creating and copying formulas in Excel 2000. If you do not, you should consult our handout
More informationUsing Mail Merge in Microsoft Word 2003
Using Mail Merge in Microsoft Word 2003 Mail Merge Created: 12 April 2005 Note: You should be competent in Microsoft Word before you attempt this Tutorial. Open Microsoft Word 2003 Beginning the Merge
More informationIn This Issue: Excel Sorting with Text and Numbers
In This Issue: Sorting with Text and Numbers Microsoft allows you to manipulate the data you have in your spreadsheet by using the sort and filter feature. Sorting is performed on a list that contains
More informationHow Are We Doing? A Hospital Self Assessment Survey on Patient Transitions and Family Caregivers
How Are We Doing? A Hospital Self Assessment Survey on Patient Transitions and Family Caregivers Well-planned and managed transitions are essential for high quality care and patient safety. Transitions
More informationEasy Casino Profits. Congratulations!!
Easy Casino Profits The Easy Way To Beat The Online Casinos Everytime! www.easycasinoprofits.com Disclaimer The authors of this ebook do not promote illegal, underage gambling or gambling to those living
More information10 Tips & Tricks to Using Open Atrium
10 Tips & Tricks to Using Open Atrium Welcome to ten tips and tricks for getting the most out of Open Atrium. I m Karen Borchert, I m the EVP of strategy at Phase2 and I serve as the product lead for Open
More information2. Setting Up The Charts
Just take your time if you find this all a little overwhelming - you ll get used to it as long as you don t rush or feel threatened. Since the UK became members of the European Union, we stopped shooting
More informationMath: Study Skills, Note Taking Skills, And Test Taking Strategies
Math: Study Skills, Note Taking Skills, And Test Taking Strategies Math Study Skill Active Study vs. Passive Study Be actively involved in managing the learning process, the mathematics and your study
More informationHow to Synchronize your Microsoft Outlook Calendar. PART I: Backup Data, Install Sun ONE Sync Software
How to Synchronize your Microsoft Outlook Calendar with MyFAU These procedures illustrate the installation and configuration of Sun ONE synchronization software needed to synchronize your Outlook with
More informationMail Merge Creating Mailing Labels 3/23/2011
Creating Mailing Labels in Microsoft Word Address data in a Microsoft Excel file can be turned into mailing labels in Microsoft Word through a mail merge process. First, obtain or create an Excel spreadsheet
More informationEmployment Systems Group Department of Employment. ESS on the Web Design Consultation. Prototype 1 Instructions
Employment Systems Group Department of Employment ESS on the Web Design Consultation Prototype 1 Instructions The prototype gives you an opportunity to look at and provide comment on some early ideas for
More informationRequirements Management Database
Requirements Management Database Getting Started Guide Requirements Management, LLC Getting Started Guide Page 1 of 17 Introduction If you have relied upon Microsoft Word or Microsoft Excel to track all
More informationMicrosoft Access Rollup Procedure for Microsoft Office 2007. 2. Click on Blank Database and name it something appropriate.
Microsoft Access Rollup Procedure for Microsoft Office 2007 Note: You will need tax form information in an existing Excel spreadsheet prior to beginning this tutorial. 1. Start Microsoft access 2007. 2.
More informationCOMPLETING PCI CERTIFICATION IN TRUSTKEEPER PCI MANAGER
COMPLETING PCI CERTIFICATION IN TRUSTKEEPER PCI MANAGER Go to www.elavon.com/pci and click Verify Compliance at the top of the page. On the Verify Compliance page, click Register and Get Certified. (If
More informationSIX FIGURE FIND 3 STEPS TO BREAK FREE FROM WHAT YOU DON T NEED TO BREAKTHROUGH SIX FIGURES (AND MORE) AND STILL HAVE A LIFE
SIX FIGURE FIND 3 STEPS TO BREAK FREE FROM WHAT YOU DON T NEED TO BREAKTHROUGH SIX FIGURES (AND MORE) AND STILL HAVE A LIFE PRESENTED BY: PIERRETTE RAYMOND PIERRETTE RAYMOND COACHING EMPOWERING YOU TO
More informationITS Training Class Charts and PivotTables Using Excel 2007
When you have a large amount of data and you need to get summary information and graph it, the PivotTable and PivotChart tools in Microsoft Excel will be the answer. The data does not need to be in one
More informationThe Social Accelerator Setup Guide
The Social Accelerator Setup Guide Welcome! Welcome to the Social Accelerator setup guide. This guide covers 2 ways to setup SA. Most likely, you will want to use the easy setup wizard. In that case, you
More informationLearning Portal: Learning Management System (LMS)
Learning Portal: Learning Management System (LMS) FAQs Frequently Asked Questions Learning Portal: Learning Management System (LMS) The RANZCR Learning Portal is a one-stop-shop for all things learning
More informationSECTION 5: Finalizing Your Workbook
SECTION 5: Finalizing Your Workbook In this section you will learn how to: Protect a workbook Protect a sheet Protect Excel files Unlock cells Use the document inspector Use the compatibility checker Mark
More informationwww.authorityformula.com
www.authorityformula.com 2010 SimpleWealth Inc. All rights reserved. Dear Homeowner, Trying to sell or lease your house can be a an extremely frustrating experience. This report is designed to help you
More informationGetting Started with WebSite Tonight
Getting Started with WebSite Tonight WebSite Tonight Getting Started Guide Version 3.0 (12.2010) Copyright 2010. All rights reserved. Distribution of this work or derivative of this work is prohibited
More informationSupplemental Activity
Materials: Test-Taking Skills Assessment on page 80 in this workbook (page 19 in the student workbook) Test-Taking Tips on page 81 in this workbook (page 20 in the student workbook) Tactics for Studying
More informationChapter 28: Expanding Web Studio
CHAPTER 25 - SAVING WEB SITES TO THE INTERNET Having successfully completed your Web site you are now ready to save (or post, or upload, or ftp) your Web site to the Internet. Web Studio has three ways
More informationThis manual will also describe how to get Photo Supreme SQLServer up and running with an existing instance of SQLServer.
1 Installation Manual SQL Server 2012 Photo Supreme Introduction Important note up front: this manual describes the installation of Photo Supreme with SQLServer. There is a free SQLServer version called
More informationBasic Pivot Tables. To begin your pivot table, choose Data, Pivot Table and Pivot Chart Report. 1 of 18
Basic Pivot Tables Pivot tables summarize data in a quick and easy way. In your job, you could use pivot tables to summarize actual expenses by fund type by object or total amounts. Make sure you do not
More informationAverage producers can easily increase their production in a larger office with more market share.
The 10 Keys to Successfully Recruiting Experienced Agents by Judy LaDeur Understand whom you are hiring. Don t make the mistake of only wanting the best agents or those from offices above you in market
More informationElectronic Signatures
GSG-103 Revision A Copyright 2009 ANTHC. All rights reserved. Purpose... 1 Audience... 1 Scope... 2 Introduction... 2 Security Considerations... 2 E-Signature Passphrase Technical Specifications... 3 Definitions...
More informationibank Quick Start Guide
ibank Quick Start Guide An introductory tutorial for ibank 3, a personal financial management application. 2008 IGG Software, LLC Overview This tutorial will cover these basic program concepts: 1 2 3 4
More informationMail Merge Tutorial (for Word 2003-2007) By Allison King Spring 2007 (updated Fall 2007)
Mail Merge Tutorial (for Word 2003-2007) By Allison King Spring 2007 (updated Fall 2007) What is mail merge? You've probably heard it mentioned around the office or at an interview (especially for a temp
More informationTable of Contents. 1 P a g e
Table of Contents... 1 Completing Your Online Employer Payroll Statement...2 Saving your Employer Payroll Statement...2 Signing in...3 Section 1: Business Information...4 Section 2: Workers Wage Information...5
More informationSetting up a basic database in Access 2003
Setting up a basic database in Access 2003 1. Open Access 2. Choose either File new or Blank database 3. Save it to a folder called customer mailing list. Click create 4. Double click on create table in
More informationExcel macros made easy
IT Training Excel macros made easy Jane Barrett, IT Training & Engagement Team Information System Services Version 1.1 Scope Learning outcomes Understand the concept of what a macro is and what it does.
More informationIII. Best Practices/Resources
Reviewing the Application/Resume Before beginning the screening process, take a few minutes to review the job description and the established evaluation criteria. The purpose of the initial screening of
More informationPINK ELEPHANT THOUGHT LEADERSHIP WHITE PAPER DEVELOPING AN IT SERVICE MANAGEMENT TRAINING STRATEGY & PLAN
PINK ELEPHANT THOUGHT LEADERSHIP WHITE PAPER DEVELOPING AN IT SERVICE MANAGEMENT TRAINING STRATEGY & PLAN Executive Summary Developing and implementing an overall IT Service Management (ITSM) training
More informationSpecific Measurable Achievable. Relevant Timely. PERFORMANCE MANAGEMENT CREATING SMART OBJECTIVES: Participant Guide PROGRAM OVERVIEW
Specific Measurable Achievable PERFORMANCE MANAGEMENT CREATING SMART OBJECTIVES: Participant Guide Relevant Timely PROGRAM OVERVIEW About the Training Program This session is designed to enable participants
More informationInternal Quality Assurance Arrangements
National Commission for Academic Accreditation & Assessment Handbook for Quality Assurance and Accreditation in Saudi Arabia PART 2 Internal Quality Assurance Arrangements Version 2.0 Internal Quality
More informationHOST TEAM with Church Online
HOST TEAM with Church Online Welcome to the Host Team Thank you for stepping up to become a spiritual contributor here at Church Online! Know that you are joining a group of people from all over the world
More informationInstructions for applying data validation(s) to data fields in Microsoft Excel
1 of 10 Instructions for applying data validation(s) to data fields in Microsoft Excel According to Microsoft Excel, a data validation is used to control the type of data or the values that users enter
More informationCopyright LisaCashHanson.com
Hi, itʼs Lisa. I want to say how totally excited I am to have you with me. I know your time is valuable and I promise to deliver tips that you can begin using right away. My Email List Building Empire
More informationWebSite Tonight. Getting Started Guide. Getting Your Club Website Online in One Night. WebSite Tonight // A Club Website
Getting Started Guide WebSite Tonight Getting Your Club Website Online in One Night Getting Started Guide Page 1 Getting Started Guide: WebSite Tonight A Club Website Version 1.0 (03.08.10) Copyright 2010
More informationWindows Mail POP Instructions - Bloomsburg University Students
1. Open Windows Mail from your Start Menu. 2. Click on the Tools menu and click Accounts. 1 3. Click on Add to add your account. 4. Click on Email Account and then click Next. 2 5. Enter your full name
More informationIVR PARTICIPANT MANUAL
IVR PARTICIPANT MANUAL TABLE OF CONTENTS Introduction I. Calling In Pg. 4 II. Using the System Pg. 5-13 A. Entering Your I.D. Number and Password B. Your Calling Record Information C. Entering Amount of
More informationMeasuring Success Information Collection & Evaluation (ICE) Tool User's Guide
Measuring Success Information Collection & Evaluation (ICE) Tool User's Guide Ice cubes image by Patrick Brosset, used under Creative Commons License BY-SA The Measuring Success Information Collection
More informationData entry and analysis Evaluation resources from Wilder Research
Wilder Research Data entry and analysis Evaluation resources from Wilder Research General instructions Preparation for data entry Data entry is often thought of as a time-consuming process, but there are
More informationUsing the Homes for Sale in the Mountains Web Site A Guide for Advertisers
Using the Homes for Sale in the Mountains Web Site A Guide for Advertisers Page 2, Web Site User Guide for Advertisers Welcome! One of the many benefits of being a Homes for Sale in the Mountains customer
More informationWord 2010: Mail Merge to Email with Attachments
Word 2010: Mail Merge to Email with Attachments Table of Contents TO SEE THE SECTION FOR MACROS, YOU MUST TURN ON THE DEVELOPER TAB:... 2 SET REFERENCE IN VISUAL BASIC:... 2 CREATE THE MACRO TO USE WITHIN
More informationTHE WINNING ROULETTE SYSTEM.
THE WINNING ROULETTE SYSTEM. Please note that all information is provided as is and no guarantees are given whatsoever as to the amount of profit you will make if you use this system. Neither the seller
More informationIdea Submission Letter
Idea Submission Letter Introduction................................................................... 2 Lavi Industries Procedure For Considering Your Idea................................ 2 Stage 1: Preliminary
More informationLesson Plan: How to Use Naviance
Lesson Plan: How to Use Naviance Domain: College/Career Standard: B: Students will employ strategies to achieve future college/career goals with success and satisfaction Competency: 1: Acquire college/career
More informationSmartLink for Outlook User Guide
SmartLink for Outlook User Guide Copyright 1998-2006 E-Z Data, Inc. All Rights Reserved No part of this documentation may be copied, reproduced, or translated in any form without the prior written consent
More informationBBC Learning English Talk about English Business Language To Go Part 1 - Interviews
BBC Learning English Business Language To Go Part 1 - Interviews This programme was first broadcast in 2001. This is not a word for word transcript of the programme This series is all about chunks of language
More informationEffective Performance Appraisals
Effective Performance Appraisals Presented by: Ed Bennett University Consultants P. O. Box 9172 Asheville, NC, NC 28815 (704) 298-2740 Determining Your Performance Appraisal Mind Set 1. Before my performance
More informationHave more questions about Self-Assessment? Find answers in Appendix 1. Frequently Asked Questions about Self-Assessment at the end of this guide.
Page 1 of 5 Self-Assessment is an ongoing project your program works on throughout the NAEYC Accreditation process. During Self-Assessment, you and your colleagues collect evidence to show how your program
More informationLast Updated:June 13, 2013
Introduction Welcome to Elements CRM! This Quick Start Guide is designed to get you up and running quickly. Learn how to download the application as well as the basics in navigating through it. This Quick
More informationProExtra eclaiming User Guide
ProExtra eclaiming User Guide Welcome to ProExtra eclaiming. You can use this system to submit claims to ProCare, for the services you have provided to patients referred to you by their GPs. You will need
More informationVodafone Hosted Services - A Guide to Selecting and Preparing Your Own Domain
Vodafone Hosted Services Domain and email packages User guide Welcome. This guide will help you to choose and purchase your Vodafone Hosted Services packages. From here you can select and buy your own
More informationCOSTARS Sales Reporting Manual December 2013
COSTARS Sales Reporting Manual December 2013-1 - DGS/COSTARS website Suppliers access the COSTARS website through the DGS website. Follow the steps below to navigate to the COSTARS website. 1. Navigate
More informationCreating an itunes App Store account without a credit card
Creating an itunes App Store account without a credit card Summary To create an itunes App Store account on your computer without a credit card, please follow the steps below. In order to create an account
More informationHow To Set Up A Video Email Referral Marketing Campaign That Spits Out Referrals & Repeat Business
How To Set Up A Video Email Referral Marketing Campaign That Spits Out Referrals & Repeat Business 1 The Key To Long Lasting Referral & Repeat Business Lead Generation Before we get started here s something
More informationBuilding Qualtrics Surveys for EFS & ALC Course Evaluations: Step by Step Instructions
Building Qualtrics Surveys for EFS & ALC Course Evaluations: Step by Step Instructions Jennifer DeSantis August 28, 2013 A relatively quick guide with detailed explanations of each step. It s recommended
More informationGuide to PanAm Agent and Online Booking Tool Services!
Guide to PanAm Agent and Online Booking Tool Services Sections: 1. Getting Started with PanAm 2. Booking with An Agent 3. TripCase 4. Online Booking Tool - Logging In & Completing Your Profile 5. Book
More informationSIS Support Help Desk Center. SharePoint & Ticket System Overview
SIS Support Help Desk Center SharePoint & Ticket System Overview Table of Contents LOGGING INTO THE SIS SUPPORT SHAREPOINT... 3 LOGGING OUT OF THE SIS SUPPORT SHAREPOINT... 5 LOGGING INTO THE HELP DESK
More informationLead Management System
Welcome to MSPowermail s user-friendly. To log into the system, input the same information that you currently use for our online leads site. If you don t have, or don t remember your credentials, please
More informationHow to Create a Resume Using Microsoft Word
Microsoft Word Welcome to the resume-building process! A lot of job postings that you find online today are asking for an electronic resume. There are lots of different ways that you can go about creating
More informationB2B Customer Satisfaction Research
Circle Research White Paper B2B Customer Satisfaction B2B Customer Satisfaction Research IN SUMMARY This paper on B2B customer satisfaction research: Identifies why customer satisfaction matters Provides
More informationScripts. WARM MARKET (someone you know of ) CALL BACK SCRIPT (POSTCARDS, ProSTEP, COLD CALLS) SCHEDULE THE LIVE PRESENTATION CALL
Scripts WARM MARKET (someone you know of ) Hi ( ) listen, a group of professionals recently showed me how to cut my taxes by 50%, are you open to that? (If yes schedule the Live Presentation Call.) CALL
More informationThe Power of Relationships
The Power of Relationships How to build long-lasting customer relationships to help you do more business 2014 Copyright Constant Contact, Inc. 14-3931 v1.0 Helping Small Business Do More Business When
More informationLearn How to Create and Profit From Your Own Information Products!
How to Setup & Sell Your Digital Products Using JVZoo Learn How to Create and Profit From Your Own Information Products! Introduction to JVZoo What is JVZoo? JVZoo is a digital marketplace where product
More informationHow to Synchronize your Windows CE or Pocket PC Calendar with Microsoft Outlook and MyFAU. PART I: Backup Data, Install Sun ONE Sync Software
How to Synchronize your Windows CE or Pocket PC Calendar with Microsoft Outlook and MyFAU These procedures illustrate the installation and configuration of Sun ONE synchronization software needed to synchronize
More informationHere are the steps to configure Outlook Express for use with Salmar's Zimbra server. Select "Tools" and then "Accounts from the pull down menu.
Salmar Consulting Inc. Setting up Outlook Express to use Zimbra Marcel Gagné, February 2010 Here are the steps to configure Outlook Express for use with Salmar's Zimbra server. Open Outlook Express. Select
More informationAs in the example above, a Budget created on the computer typically has:
Activity Card Create a How will you ensure that your expenses do not exceed what you planned to invest or spend? You can create a budget to plan your expenditures and earnings. As a family, you can plan
More informationTool 3 What makes a job satisfying for you?
Tool 3 What makes a job satisfying for you? Instructions This tool will help you select factors that make a job satisfying for you. Read each listed factor and select your top 10 items. You can prioritise
More informationAND Lotus Notes 801-04JUN13
AND Lotus Notes 801-04JUN13 David Allen Company Copyright Information License Agreement David Allen Company, Inc. (DAC) owns the intellectual property rights, including but not limited to all copyright
More informationSMART GOAL SETTING WORKSHEET With Guidance Notes
SMART GOAL SETTING WORKSHEET With Guidance Notes A Brief Guide to SMART goal setting A SMART goal is a goal that is specific, measurable, attainable, relevant and time based. In other words, a goal that
More informationExcel Reporting with 1010data
Excel Reporting with 1010data (212) 405.1010 info@1010data.com Follow: @1010data www.1010data.com Excel Reporting with 1010data Contents 2 Contents Overview... 3 Start with a 1010data query... 5 Running
More informationCoaching Models. GROW Model
Coaching Models There are various effective coaching models which some coaches choose to use to structure their coaching sessions. The models may be helpful to guide your sessions through a logical sequence
More informationNHS Mail Basic Training Guide
Royal Derby Hospital 2011 Education, Training and Development I.T. Training Department NHS Mail Basic Training Guide Version 3.1 ND 05/11 No amendments should be made to the document without the Authors
More informationCustomer Service Communications Guidelines
Customer Service Communications Guidelines Effective October 1, 2013 Purpose Authority Reference Resource To establish Customer Service Communications expectations for the Department of Natural Resources
More informationPotential Interview Questions
Potential Interview Questions Listed below are some questions commonly asked by employers during interviews along with some hints about how to best answer each question. Outline or write out your responses
More informationClient Marketing: Sets
Client Marketing Client Marketing: Sets Purpose Client Marketing Sets are used for selecting clients from the client records based on certain criteria you designate. Once the clients are selected, you
More informationWhy Your Business Needs a Website: Ten Reasons. Contact Us: 727.542.3592 Info@intensiveonlinemarketers.com
Why Your Business Needs a Website: Ten Reasons Contact Us: 727.542.3592 Info@intensiveonlinemarketers.com Reason 1: Does Your Competition Have a Website? As the owner of a small business, you understand
More informationGroupWise Calendar GroupWise Task Lists GroupWise Reminder Notes Recurring Events Proxy Access Shared Folders
GroupWise Calendar GroupWise Task Lists GroupWise Reminder Notes Recurring Events Proxy Access Shared Folders Table of Contents Calendar Overview...1 Different Calendar Views...1 Set Default View...1 Set
More informationOutlook Express IMAP Instructions - Bloomsburg University Students
1. Open Outlook Express by clicking Start, All Programs, and Outlook Express. 2. Click on the Tools menu and click Accounts. 1 3. Click on Add Mail 4. Enter your name and click Next. 2 5. Enter your full
More informationAnalyzing Data Using Access
Analyzing Data Using Access What you will do: Use Web Templates Import data from text files Ask questions of your data using queries Understand crosstab queries Create a report Use web forms Databases
More informationHow to Benchmark Your Building. Instructions for Using ENERGY STAR Portfolio Manager and Southern California Gas Company s Web Services
How to Benchmark Your Building Instructions for Using ENERGY STAR Portfolio Manager and Southern California Gas Company s Web Services This document is a quick-start guide for entering your property into
More informationHow to Make the Most of Excel Spreadsheets
How to Make the Most of Excel Spreadsheets Analyzing data is often easier when it s in an Excel spreadsheet rather than a PDF for example, you can filter to view just a particular grade, sort to view which
More informationOutlook Training. By Martha Williamson, CIC AVP Automation and Workflow Trainer Martha.williamson@oldnationalins.com (217) 304-1666 Cell
Outlook Training By Martha Williamson, CIC AVP Automation and Workflow Trainer Martha.williamson@oldnationalins.com (217) 304-1666 Cell 1 Agenda 1. Outlook Views 2. Email Etiquette 3. Signatures 4. Out
More informationWelcome to Northern Lights A film about Scotland made by you.
Welcome to Northern Lights A film about Scotland made by you. As part of the Year Of Creative Scotland 2012 we want you to take out a camera and show us what you can see. We are not sure what you will
More informationTable Of Contents READ THIS FIRST! 3 How To Create Your Very First YouTube Video Ad In Less Than 30 Minutes! 4
Table Of Contents READ THIS FIRST! 3 How To Create Your Very First YouTube Video Ad In Less Than 30 Minutes! 4 Step 1: Find The Perfect Target Audience For Your Ads 4 Step 2: Refine Your Target Lists 7
More informationCAPZLES TUTORIAL INTRODUCTION
CAPZLES TUTORIAL Hello and Welcome to my Capzles Tutorial! INTRODUCTION Capzles.com is a Web 2.0 social media website for people to create and share their own unique stories using audio, video, photographs,
More informationAdvanced Excel Charts : Tables : Pivots : Macros
Advanced Excel Charts : Tables : Pivots : Macros Charts In Excel, charts are a great way to visualize your data. However, it is always good to remember some charts are not meant to display particular types
More informationACADEMIC TECHNOLOGY SUPPORT
ACADEMIC TECHNOLOGY SUPPORT Microsoft Excel: Tables & Pivot Tables ats@etsu.edu 439-8611 www.etsu.edu/ats Table of Contents: Overview... 1 Objectives... 1 1. What is an Excel Table?... 2 2. Creating Pivot
More informationUser Guide. A guide to online services available through Sircon for Education Providers. DOC CX 08/13/10 02/02 v5
User Guide A guide to online services available through Sircon for Education Providers DOC CX 08/13/10 02/02 v5 Contents Contents Contents... 2 Introduction... 4 About this Guide... 4 Getting Started...
More informationARKANSAS TECH UNIVERSITY. BlackBoard 9.1 FAQs. For Faculty. Summer 2014
ARKANSAS TECH UNIVERSITY BlackBoard 9.1 FAQs For Faculty Summer 2014 Introduction This documentation is intended for faculty to provide assistance with some of the most-common problems regarding BlackBoard
More informationStress! And How to Deal With It Effectively
Stress! And How to Deal With It Effectively What is Stress? Why do you ask? Because, if you don t know what stress is, it s hard to manage. What Stress isn t When asked to define stress, most folks describe
More informationTimely by Demandforce is the best way to stay active on Twitter and Facebook
by Demandforce A key principle to using social media as a marketing tool is to engage customers by feeding them fresh and relevant information regularly. Demandforce D3 now offers a convenient way to do
More informationThis document attempts to take some of the fear and uncertainty away from the CRM concept:
What is CRM? What is CRM? Today growing businesses manage customer connections and information in a variety of ways. Some use old fashioned note cards and Rolodex. Others store information on their mobile
More informationEarly Learning & Development Programs Great Start to Quality STARS User Manual STARS - Systematic Tiered Assessment and Rating Solution
Early Learning & Development Programs Great Start to Quality STARS - Systematic Tiered Assessment and Rating Solution Great Start to Quality Dear Early Learning and Development Partners, Since October
More informationEnd User Guide. Version 2.8.0
End User Guide Version 8.0 Table of Contents About this Guide... 5 Using this Manual... 5 Audience... 5 RedCarpet Overview... 6 What is RedCarpet?... 6 Who Uses RedCarpet?... 6 How Do I Get Started?...
More informationSuccessFactors Learning: Scheduling Management
SuccessFactors Learning: Scheduling Management Classroom Guide v 6.4 For SuccessFactors Learning v 6.4 Last Modified 08/30/2011 2011 SuccessFactors, Inc. All rights reserved. Execution is the Difference
More information