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Referral Ready


Description
A referral is the process of connecting someone to information or services that are outside of your scope of work. A 'warm' referral involves being knowledgeable about community resources and helping a neighbor to make a connection rather than just giving them a contact number or website. Food pantries may be able to support neighbors achieve stability through connection to additional community supports, such as rental utility assistance or healthcare. This three-part course covers:

Getting ready to offer Warm Referrals: building organizational commitment and capacity to offer warm referrals

Building Community Connections: understanding community resources and creating referral materials

Engaging with Neighbors for Warm Referrals: engaging, recruiting and following up with guests

Content
  • Optional - Getting started with the TalentLMS Platform (4m)
  • Optional - Making the Most of Online Learning (2m)
  • Part 1: Getting Started with Warm Referrals (~1 hour)
  • What is a Warm Referral? (7m)
  • Why Offer Warm Referrals? (6m)
  • Activity Instructions: Reflections on Readiness
  • Activity: Reflections on Readiness (10m)
  • Basics of Offering Warm Referrals (14m)
  • Understanding Warm Referrals
  • Recruiting Volunteers to Offer Warm Referrals (5m)
  • Recruiting Volunteers & Staff for Warm Referrals
  • Example: Program Description
  • Activity: Program Development (10m)
  • Quiz Part 1
  • Part 2: Building Community Connections (~1 hour)
  • Part 2 Overview (2m)
  • Understanding Community Assets and Resources (8m)
  • Building Relationships with Community Programs (9m)
  • Guide to Offering Warm Referrals
  • Activity: Identify Community Programs (5m)
  • What to Know About Community Resources or Program (7m)
  • Creating Printed Materials when Offering a Warm Referral (6m)
  • Creating a Resource Guide
  • Template: MOU
  • Quiz Part 2
  • Part 3: Engaging with Neighbors for Warm Referrals (~1 hour)
  • How to Recruit Neighbors and Describe Your Referral Program (2m)
  • How to Introduce a Warm Referral Program (7m)
  • Creating a Brand for a Warm Referral Program
  • Example: Referral Program Flyer San Francisco Marin FB
  • Example: GCFP Next Step Network Flyer
  • Overview of Motivational Interviewing (6m)
  • How to Engage People and Start the Interaction (4m)
  • Making the Referral (9m)
  • Practice: Conversations (10m)
  • Following up with Neighbors (7m)
  • Example: UA Referral Form for Follow Up
  • Template: Agency Referral Form
  • Template: Tracking Referrals and Data Collection
  • Part 3 Quiz
  • Course Survey
Completion rules
  • All units must be completed
  • Leads to a certificate with a duration: Forever
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