Client training is defined as:

• More than one client participating in a common session or discussion. The most common training activities are workshops (including webinars), however any service in which more than one client is in attendance in a non-personalized interaction is considered training. This includes roundtables, CEO Forums, client focused conferences, etc.

All workshops and webinars must be conducted live.

• All training services must be presented in the highest quality manner.  All training must adhere to the SCORE brand guidelines.
• The training may be sponsored by either SCORE or another entity, with SCORE participating. A local workshop or webinar must be a minimum of one hour and include two or more clients in attendance.
• Attendees must register and attend the workshop or webinar to be counted, and their contact information must be collected (name, email address, phone number, zip code) and recorded.
• An agenda is required for every workshop or webinar and must be retained in documentation.
• All training must contain an evaluation process made available for completion by attendees for every training workshop or webinar.

NOTE: SCORE Engage surveys for local workshops and webinars supersede and eliminate the need for a paper evaluation process.

For co-sponsored workshops and/or webinars with another SBA resource partner (for example, a Small Business Development Center (SBDC)), all partners may count all attendees if each resource partner contributes a significant amount of presentation time (defined as one hour or more per partner).

What Does Not Constitute a Workshop 

Following are examples of activities that do not constitute a workshop:

• No clients are in attendance 
• Internal Chapter Meetings (even though a client may be present)
• Chapter volunteers staff an exhibit booth at a trade show and interact with attendees
• Chapter volunteer speaks at a local service club, for the purpose of recruiting volunteers or educating the organization about SCORE.
• Chapter volunteer participates in a television, radio, webcast or podcast presentation on a business-related topic, for which participants do not register or for which attendance is not or cannot be taken.
• Chapter volunteer participates in a workshop sponsored by a third party, and the volunteer’s remarks are limited to an overview of SCORE services.