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Toolbox is Reliant’s 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” "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:

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The resident will have a section in Toolbox labeled , “MTD "MTD Reporting.” " Here, the resident will have a few options to navigate (see below).

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

This dashboard will provide most of the information that you and the resident will need in order to track the progress of MTD.

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 to the resident’s resident's account and the gifts 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 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 promised 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 gifts 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”"suspended promised" gift and provide helpful information for the resident to follow up with the donor.

The last section in MTD Reporting is “donors"donors.” " For the resident’s resident's convenience, all of their donors are listed here and they can be easily sorted under different variables. The donor’s 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 listed in this section as well.

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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 both the MTD Timecard and the Weekly MTD Tracking chart with one tool: MTD Activity Tracking.  This This is a daily tool that they will use to record connection attempts, appts set up, etc.  

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

How to View and Track Your

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Resident's MTD Progress/Activity

Log yourself into Toolbox with your Reliant Username and Password.  You You may see tabs for you to view your own MTD Dashboard and/or MTD Activity Tracking.  These These are still secondary to Staffnet for current long-term staff but feel free to look around. Once you have successfully logged into Toolbox, you will click “Coaching” "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.

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