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For coaches, Toolbox can provide a wealth of information about your missionary and their progress. 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.

How to View and Track Your Missionary’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.  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” on the left navigation panel. Here you will see that you have access to view info on your missionaries individually or as a group.

To see a simple chart of all your missionaries' current progress and percentages, click “summary programs”. This will show you all the individuals that have been assigned to you as a coach. On this page you will be able to easily view an individual's goal, current percent, received and promised giving, as well as the remaining amount left to raise. For a more detailed look at each of your missionaries, click “individual.” (or if you are in the summary view, you can click on the person's name). Here you will see the same info that is on the missionary’s dashboard (see example for Hank Howard). You can track MTD activity on the individual page or by clicking “MTD Activity.”

MTD Reporting:

Once you visit an individual's page, you will see their personal dashboard (shown below).

This dashboard will provide most of the information that you and the missionary will need in order to track the progress of MTD. Let's walk through each of the sections.

Basic information:
Here you will find things such as their fund number, church program, and training date. These can be useful if you are coaching a multitude of people and need to keep things straight

Fundraising:
This dashboard section shows the missionary's info at a glance (very similar to what you would see in the summary portion from earlier). 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 missionary's account and the gifts that have been promised to the missionary.

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, missionaries 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 to 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 missionary to follow up with the donor.

Current Month:
This section of the dashboard shows the progress that has happened in the current month. In the example above, Hank has added one new donor. However, under that it says no new promised gifts. This most likely means that the new donor gave a one-time or special gift. Below that you can see the promised gifts that have been actualized this month and how many are still to come (this often is broken up like this if we are viewing toolbox between the 5th and the 20th since that's when monthly donations are set to be pulled). 

Monthly Summary
This section shows the progress of giving month to month for the individual. This is a great way to help track patterns over time to see if progress is being made. 

MTD Activity  

The next section at the bottom of the dashboard is MTD Activity. We encourage our missionaries to fill out this activity tracker once a day (but very likely this is something as a coach you will need to encourage for them to do). These activity trackers are a great way to evaluate week to week if someone is meeting their goals/doing the work that MTD requires of them. Filling it out once a day ensures that they aren't missing anything (or making guesses) and lets us track patterns in real-time. 

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

Summary:

Here, MTD Activity can be sorted daily, weekly, or monthly. Some of the things that are tracked are connection attempts by call, connection attempts by text, meetings, follow up calls, and MTD letters sent. As a coach you'll be able to see this summary at the bottom of the individual's dashboard. At a glance, you'll be able to see how a certain week has been going numbers wise as well as be able to see their average over a month's time. Use these numbers to help a missionary see patterns and progress. For example, if they feel like they aren't able to get enough appointments, but most of their connection attempts have been via text messages, coaches can suggest trying a different method of communication such as a phone call. 

Entry Form:

The data from the summary page is the result of what the missionary inputs in the entry form. It is recommended that the missionary tracks their activity daily, and as you can see in the screenshot below, doing this on Toolbox is very user-friendly. The missionary will be required to 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 missionary are easily viewed in this section.