Congratulations on reaching this phase! By now, you have successfully laid the foundation for a thriving social care network. Your accomplishments likely include:
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Strategic Alignment: Connecting your organization’s social care vision with specific community engagement goals.
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Targeted Outreach: Building a deliberate list of partners and initiating relationship-building.
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CBO Onboarding: Guiding partners through the CBO Adoption Journey, resulting in claimed programs that are ready to manage digital referrals.
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Workflow Integration: Collaborating with your Project Lead to ensure staff can easily identify and refer to these partners within their daily workflows.
Now, it is time to monitor your progress, refine your strategy, and expand your reach based on real-world data.
Ongoing Trusted Partner Support
Building a network is not a one-time event; it requires a consistent cadence of touchpoints to remain sustainable.
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Use regular check-ins to show gratitude, align on expectations, and provide necessary technical support.
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These interactions are also the perfect opportunity to capture success stories, which serve as powerful tools for demonstrating real-world value to future partners and stakeholders.
Evaluate Goals and Metrics
Community engagement is an iterative process; as your project evolves, your success measures should as well. To maintain this momentum, you can:
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Regularly assess your progress against the goals identified in the discovery phase. This ongoing review allows you to maintain shared language and consistent alignment across your internal team, ensuring everyone remains focused on achieving the same outcomes.
Leveraging CBO Analytics
Empower your partners by helping them maximize the value of their Free Suite Tools. By leveraging Program Analytics, CBOs can:
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Gain a 'Data for Good' perspective through understanding user engagement, assessing local needs, and tracking key outcomes
Remind your partners that this data is an invaluable asset for demonstrating demand and impact to their funders, board members, and community stakeholders.
Iterate on Your Partner List
With a solid foundation of active partners, you are ready to scale. Start by:
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Establishing feedback loops—using site data and staff insights—to proactively identify new gaps in your resource network.
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Achieve deliberate growth by revisiting the Partner Selection phase to incorporate a new layer of targets, ensuring your continued expansion is both purposeful and data-driven.
Required Actions
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Metric Reviews: Schedule a review with your Findhelp Support Team. Use your analytics to identify which metrics correlate most strongly with your current goals.
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Establish Cadence: Formalize a process and schedule for continued outreach to your established partners.
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Empower Partners: Introduce your CBO partners to their Analytics Dashboard so they can independently review their impact.
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Explore Advanced Opportunities: Consult with your Findhelp team about CBO incentivization, coalition sharing, and spotlighting/promoting high-performing partners.
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Scale the Tracker: Identify your next tier of target partners, add them to your tracker, and re-initiate the outreach stages.
Self Service Hub
This site houses all of your key support resources outlined in this deck. Review your checklist (embedded in the Hub page) to maximize on the benefits of this foundational approach to success.
