TalentBase & VCB
TalentBase creates meaningful career pathways primarily for these groups through programs such as Veterans CareerBridge.
Who are veterans, military spouses, and eligible dependents?
This system should be used to document participant activity and serves as TalentBase's single source of truth.
What is Zoho CRM?
The main purpose of this conversation is to learn more about a participant's goals, needs, situation, and how TalentBase may be able to support the participant.
What is a Discovery Call?
This is the best practice response window for participant communications via email.
What is within 24 hours?
This TalentBase resource contains documented procedures and information you can reference when you need help completing a task.
What is the Knowledge Base?
This TalentBase program provides career development and pathways toward employment for veterans and military families.
What is Veterans CareerBridge?
After communicating with a participant, these two things should be clearly captured in the CRM so another team member can understand what happened.
What are the relevant notes, and next steps?
Rather than immediately telling a participant what career path to pursue, you should use this type of questioning to learn more about what the participant wants.
What are open ended questions?
You need additional time to research a participant's question and won't have the answer within 24 hours. What should you do?
What is acknowledge the participant and let them know you are researching the question and will follow up?
This platform contains your TalentBase onboarding lessons and training materials that you can revisit when you need a refresher.
What is Zoho Learn?
Career readiness activities such as coaching, training, and certification support primarily occur during this phase of Veterans CareerBridge.
What is Phase 1?
A prospective participant calls TalentBase after seeing a CareerBridge social media post. The person isn't in Zoho yet. This is the type of record you would begin by creating.
What is a Lead?
During Discovery, a participant tells you about a challenge that may affect the job search. Your next move should be to do these two things before jumping to a solution.
What are listen and ask follow up questions to better understand the situation?
Unless a participant has indicated that unscheduled calls are okay after the discovery, this is the preferred approach for calls after the initial Discovery conversation.
What is schedule the call in advance?
You can't remember how to complete a process you've already been trained on. Before immediately asking the Program Manager, what should you do?
What is check the Knowledge Base and relevant training resources first?
Employer introductions, interviews, and continued career matching and employment support are part of this stage of the participant journey.
What is Phase 2?
You tell a participant you will call back tomorrow. Before moving on to another task, you should create this in Zoho.
What is a follow up task with a due date?
A participant asks you something during Discovery and you don't know the answer. What should you do?
What is be transparent, use the available resources to research the answer, and follow up with the participant rather than guessing?
During a participant conversation, you realize their question will require additional research and you cannot give them an accurate answer right away. What is the best way to handle the conversation?
What is let the participant know you need to research the question, set an expectation for follow up, and then follow through?
You checked Knowledge and your training materials, but the answer to the participant's question still isn't clear. What's the appropriate next step?
What is ask or escalate to the Program Manager?
A participant completes an internship but is not hired by the employer. According to the current CareerBridge model, this is an appropriate next step.
What is return to Phase 2 for continued employment support and employer matching?
A participant has completed Discovery and is ready to move forward with Veterans CareerBridge. What should happen next in Zoho CRM to make sure the participant continues moving through the appropriate stage of the candidate journey?
What is update the participant's CRM record to reflect the appropriate stage, document the next steps, and create any necessary follow up tasks?
You're completing a Discovery Call and identify several possible resources for the participant. Instead of overwhelming the participant with every resource you know, what should guide what you recommend?
What are the participant's individual goals, needs, barriers, and next steps identified during Discovery?
You've attempted to deescalate a difficult participant situation, but the issue cannot be resolved or has moved beyond your authority. What happens next?
What is escalate the situation to the Program Manager?
A participant needs support outside TalentBase's direct services. What should determine whether you make a referral to a community or workforce partner?
What is whether the resource appropriately addresses the participant's identified need and is within the partner's scope?