Toolbox

Toolbox is Reliant's all-in-one tool for creating support goals, monitoring progress, and inputting/tracking MTD activity! You can access it with your current Reliant ID.   You will go to Toolbox to see accurate MTD progress for your coachees. (Toolbox calculates progress to a fixed goal by including both "received" and "promised" giving in the percentage to the goal.) 

Toolbox has many features, but the primary coaching use of Toolbox is to do the following:

1. MTD Reporting: Track all giving and provide an accurate percentage of support raised.

2. MTD Activity: Track and report all MTD activity used in coaching.

MTD Reporting:

The resident will have a section in Toolbox labeled "MTD Reporting." The resident will have a few navigation options (see below).

The first is the "dashboard," which provides basic information on the resident's support raising:

This dashboard will provide most of the information you and the resident will need to track MTD's progress.

In this section, Toolbox will also provide detailed information on "received gifts" and "promised gifts." This is a simple way to distinguish between the gifts that have arrived in the resident's account and those that have been promised to the resident. For example, if Hank has a partner sign up for $100 a month in August, that would be reported as $2,400 ($100 x the number of months of residency) in promised giving. After the first gift in August, Toolbox would track that as $100 in received gifts and then $2,300 in pledged gifts. However, residents can start receiving monthly gifts as soon as February, in which case Toolbox would know to multiply by the monthly gift by 30 months, totaling $3000. So the earlier they begin, the better All one-time donations would be reported as received gifts once they arrive in the account.

If a promised gift does not come through one month, Toolbox will track this as a "suspended promised" gift and provide helpful information for the resident to follow up with the donor.

The last section in MTD Reporting is "donors." For the resident's convenience, all of their donors are listed here, and they can be quickly sorted under different variables. The donor's contact information is here so your resident can email, call, or send a letter of gratitude. Contact information is easily exported to lists for group emails. If a donor has a suspended promised gift, that is also listed in this section.

MTD Activity  

The next section is MTD Activity. Toolbox is bringing in a new era in tracking our MTD activity. It's imperative to track MTD activity, so Toolbox has replaced the MTD Timecard and the Weekly MTD Tracking chart with one tool: MTD Activity Tracking. This is a daily tool that they will use to record connection attempts, appts set up, etc.  

In this section of Toolbox, the resident will be able to: 1. Track totals (summary), 2. Input data (entry form), and 3. View their MTD activity goals. Here are screenshots of how each of these look on Toolbox.

Summary:

Here, MTD Activity can be sorted daily, weekly, or monthly. Some things that are tracked are connection attempts by call, connection attempts by text, meetings, follow-up calls, and MTD letters sent.

Entry Form:

The data from the summary page is the result of what the resident inputs in the entry form. It is recommended that the resident tracks their activity daily, and as you can see in the screenshot below, doing this on Toolbox is very user-friendly. The resident must update weekly activity at least once a week for the coach and church leader to view.

Goals:

Finally, the goals that are created between you and the resident are easily viewed in this section.

How to View and Track Your Resident's MTD Progress/Activity

Log yourself into Toolbox with your Reliant Username and Password. You may see tabs for you to view your own MTD Dashboard and/or MTD Activity Tracking. Once successfully logged into Toolbox, click "Coaching" on the left navigation panel. Here, you will see that you have access to view info on your residents individually or as a group.

To see a simple chart of all your resident's current progress and percentages, click "summary programs"