Beyond the Filing Cabinet: Appreciating the Value of Consumer Service Records (1.5 Hours)

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About the Training

Of all of a Center’s roles and responsibilities, consumer service records do not usually elicit much excitement, or even much attention. But it is important to realize the potential value of CSRs. Service records can be an effective tool in organizing a system to establish goals with consumers, keep track of individual and organizational achievements for you and your funders, and can be invaluable when assessing consumers’ needs for strategic planning. This training is designed to help participants learn how to accept and even learn to love Consumer Service Records!

Target Audience

  • Newly hired staff that work directly with consumers
  • Program managers
  • More experienced frontline staff who would like a refresher

Learning Objectives

Upon completion of this training, participants will be able to:

  • Describe the benefits of good consumer recordkeeping and reporting
  • Identify tips and strategies for streamlining recordkeeping and reporting processes
  • Explain how to establish rapport with consumers for more recordkeeping success
  • Describe strategies for using good data for successful marketing and planning

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Transcript and Resources