Estimated read time: 5 minutes
Overview
This article breaks down the onboarding, training, and general support journey for a new Implementing Partner, including each IP Admin, Regional Manager, and Ambassador. Each of these training resources and events is designed to work together to help new implementers gain confidence in the platform and develop their network in accordance with their own ministry vision, local context, and unique goals.
Intended audience
Included in this article
- What is a CarePortal Implementing Partner?
-
Pre-launch
- Implementing Partner Launch Strategy & Goals Discussion Guide
- CarePortal U: Platform Training -
Post-launch
- CarePortal U: Platform Certification -
Ongoing
- CarePortal U: Monthly Field Days
- Monthly National Calls
- CarePortal Conference
What is a CarePortal Implementing Partner?
As an Implementing Partner, you're a faith-based, Church-centered organization with a goal for the Church to be at the Point of Care for families and children in crisis. You have an interest in training Church and Agency partners to go deeper in collaboration around this work, and you have (or intend to create) capacity on your team to be involved in the day-to-day use of CarePortal alongside your Church, Champion, and Agency partners.
Pre-launch
Implementing Partner Launch Strategy & Goals Discussion Guide
Training type: 1-on-1 meeting with local Area Director
Frequency: Single meeting with custom-scheduled check-ins
Commitment: 1–2 hours
Description: This discussion guide gives you and your Area Director a strong foundation by identifying your unique vision and strategy for how your network will get started and grow in a healthy way through the CarePortal platform. You'll discuss key decisions and important data that every Implementing Partner needs to think through as they prepare for their network's launch, and set consistent goals so your Area Director knows how they can best serve you and your organization.
Contact your Area Director to learn more.
CarePortal U: Platform Training
Training type: Hands-on lab tasks
Frequency: Self-initiated, on-demand
Commitment: Self-paced
Description: Once you get access to your CarePortal dashboard, you'll be directed to a set of tasks that show you how the platform works from within the safety of a Demo Environment. These tasks are separated into three levels: Foundation, Framing, and Roof. Each task contains step-by-step instructions that guide you through some of the most common ways you'll use the platform, allowing you to physically practice and explore on your own.
The result of this training will be a Workspace (Google Doc) full of answers to comprehension questions — and questions you didn't even know you had until you experienced the platform first-hand. These questions form the foundation for a self-scheduled 1-on-1 with one of our Field Training Specialists to review your Workspace and get the answers you need.
To get started, go to your Training & Resources tab in your CarePortal dashboard!
Post-launch
CarePortal U: Platform Certification
Training type: Online test modules
Frequency: Initial certification achieved once (on-demand) with short continuous learning quizzes offered annually
Commitment: Self-paced
Description: This online questionnaire is taken through separate modules based on your network's role. It will test each Network Leader's comprehension of how the CarePortal platform works, drawing from general use and practical knowledge of the platform as well as content from your CarePortal U: Platform Training Work Space. Becoming a certified CarePortal Network Leader provides added credibility as you serve your network, with access to additional badges, decals, and other benefits that CarePortal provides.
Ongoing
CarePortal U: Monthly Field Days
Training type: Virtual event
Frequency: Monthly (third Thursdays) or on-demand playback
Commitment: 1 hour
Description: The CarePortal training team hosts this Zoom meeting every month for certified Network Leaders, providing a protected space to review recent updates and discuss functionality and strategy around the most common goals and topics of CarePortal Network Leaders.
Upon achieving certification, each Network Leader is given the chance to add Field Days to their own calendars.
Network Leaders who haven't achieved certification yet can watch the recordings from within the Help Center.
Monthly National Calls
Training type: Virtual event
Frequency: Monthly (second Wednesdays) or on-demand playback
Commitment: 1 hour 15 minutes
Description: The Monthly National Call is your best chance for hearing general updates and upcoming features of the CarePortal platform, as well as inspiring stories of how Implementing Partners across the network are seeing God move in the lives of families and kids in crisis.
Calendar invitations are automatically sent to each Network Leader to join the Monthly National Calls.
Check out this article for previous National Calls and Slide Decks.
CarePortal Conference
Training type: Live event
Frequency: Annually
Commitment: 2 days
Description: Each year, CarePortal invites leaders from its partnering Churches, Champions, Agencies, and Implementing Partners to this conference for the purpose of equipping, inspiring, and connecting. The event includes general sessions from recognizable leaders from around the country, breakout sessions to share insights and experiences, and a banquet celebration evening where the CarePortal Annual Awards are presented. It's a can't-miss event for the CarePortal network!
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