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These are the standard tools that that Reliant new employees are introduced to during New Staff Training. Each Each new employee has been has been instructed to complete these tools prior to the MTD coaching session and submit them to the coach. As As the coach, you will want to review how much lead time you need. They need They need to submit these in time for you to review them before your coaching session.
These two tools can be extremely helpful , for both the field worker and the coach , in understanding and analyzing the past week. It is highly recommended that the coach asks the field worker to get these submitted prior to the meeting, with enough time for them to be reviewed.
We are transitioning from tracking in Staffnet to tracking in Toolbox. If you have any field workers still being tracked in Staffnet, the following applies.
MTD Timecard
The MTD Timecard is the numerical analysis tool for the MTD process. On this tool, the fund-raising field worker accounts for how many times they have taken the various actions needed for the MTD process.
Since measuring only the end results (like dollars raised) may not clearly show the work being done by the support raiser or help you know what steps are needed next, the MTD Activity Report measures key thresholds that need to be achieved repeatedly during the fund-raising process. This tool shows the numeric accomplishment toward those threshold goals. An explanation of the metrics used on the timecard can be found on Staffnet. You can review the last 10 timecards submitted on Coachnet.
Toolbox Tracking
MTD MTD Activity is the numerical analysis tool for the MTD process. On this tool, the fund-raising field worker accounts for how many times they have taken the various actions needed for the MTD process. The goals can be decided on by the coach and field worker and put into Toolbox.
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