Overview
This article breaks down the natural 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 are designed to work together to help new implementers gain confidence on the platform and develop their network in accordance with their own ministry vision, local context, and unique goals.
What is a CarePortal Implementing Partner?
These organizations are faith-based, Church-centered, and have a goal for the Church to be at the point of care for families and children in crisis. They have an interest in training church and potentially requesting agency partners to deeper in collaboration around this work, and they have (or intend to create) capacity on their team to be involved in the day-to-day use of CarePortal by their church, champion, and agency partners.
Included in This Article
| Pre-Enrollment: | |
| Pre-Launch: | |
| Post-Launch: | |
| Ongoing: |
Pre-Enrollment
Explore CarePortal
| Training Type: | Virtual Event | ||
| Frequency: | As Needed | ||
| Commitment: | 3 Hours | ||
| Description: |
This event is intended for potential implementing partners who have been invited to get a look behind the curtains of what CarePortal is, where it came from, and what it looks like to lead a local network of churches, agencies, and community partners using the CarePortal platform. To learn more, touch base with your local Area Director. |
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. To learn more, touch base with your local Area Director. |
Core Competency Resources: Church, Agency & Community Roles
| Training Type: | Collection of Various Resources | ||
| Frequency: | Self-Initiated, On-Demand | ||
| Commitment: | Self-Paced | ||
| Description: |
This collection of resources is interwoven into the CarePortal U: Platform Training tasks described below, however, each can be reviewed individually as needed for targeted training and understanding on the following perspectives:
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CarePortal U: Orientation Call
| Training Type: | Private Video Call with CarePortal Field Training Specialist | ||
| Frequency: | One-time, Scheduled | ||
| Commitment: | 30-60 Minutes | ||
| Description: |
When a new network leader is reported to the CarePortal Training Team (either through an Implementing Partner's initial enrollment, or later through this form), the CarePortal Field Training Specialist will invite the new leader to schedule a CarePortal Orientation call. For a new hire, this invitation will occur on the leader's start date indicated in the form referenced above. This form also gives the manager or supervisor who fills it out the chance to clarify if they or others need to be included on this call. On the day of the CarePortal Orientation, a Field Training Specialist will cover some of the most basic aspects of getting started as a CarePortal network leader, including how to use CarePortal's Help Center and how to get started with Platform Training (below). |
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. Theses tasks are separated into three levels/groups: Foundation, Framing, 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 poke around for yourself. The result of this training will be a Work Space (Google Doc) full of answers to comprehension questions and your own questions you didn't even know you had until you experienced the platform first-hand. These questions form the foundation to a self-scheduled 1-on-1 with one of our Field Training Specialists to review your Work Space and get the answers you need. To get started, go to your Training & Resources tab in your CarePortal dashboard! |
Post-Launch
CarePortal U: 2-Day Virtual Workshops
| Training Type: | Virtual Event | ||
| Frequency: | Quarterly | ||
| Commitment: |
2 Days / 6 Hours Total |
||
| Description: |
Designed as a mid to late-stage part of the training and onboarding process, this 2-day workshop dives deep into the features and strategies of being an implementing partner. Participants will be guided through specially-designed sessions that build onto their Platform Training guide tasks and help connect the dots for how some of the features translate to practical application in the field. The goal is a fun and interactive experience where participants walk away feeling more confident with the platform and what they can do to improve their local network.
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CarePortal 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 a network's role. It will test each network leader's comprehension of how the CarePortal platform works, pulling from general use and practical knowledge of how the platform works, as well as content from the CarePortal U: Platform Training Workspace and its Workspace Document. Becoming a certified CarePortal network leader provides added credibility for you as you serve your network thanks to additional badges, decals, and other benefits that CarePortal provides.
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Ongoing
CarePortal U: Weekly Field Days
| Training Type: | Virtual Event | ||
| Frequency: | Weekly (Thursdays) or On-Demand Playback | ||
| Commitment: | 1 Hour | ||
| Description: |
The CarePortal training team hosts this Zoom meeting every week for certified network leaders, providing a protected space where they can review recent updates and ask functionality and strategy questions. Each week, the participants of the Field Day vote to decide on the topics for the following week, and plenty of time is built in for open-ended questions. This time is valuable not just for getting input from CarePortal's Training Team but also to collaborate with other implementers and learn how they're using the platform to serve in ways you may not have thought of yet! Upon achieving certification, each network leader is given the chance to add Field Days to their own calendars. New invitations are sent out quarterly. Network Leaders who have not achieved certification yet are able to watch the recordings of these calls from within the Help Center
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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 an implementer's 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 Monthly National Calls. |
CarePortal Conference
| Training Type: | Live Event | ||
| Frequency: | Annually | ||
| Commitment: |
2 Days |
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| 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. Part of this event includes valuable general sessions from recognizable leaders from around the country, breakout sessions taught mostly by these various leaders in order to help share insights and experiences, as well as a banquet celebration evening where the CarePortal Annual Awards are given to these various partners. It's a can't miss event for the CarePortal network!
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