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Making sure your staff understands all of the services available through BALANCE is essential to ensuring that you and those you serve get the most out of this partnership.

e-Scavenger Hunt

Do you know all of the tools that are available to you and your account holders through BALANCE? Take this quiz to find out:
www.balancepro.net/e-scavengerhunt2

Questions (PDF)
Answers (PDF)


Partner Orientation Staff Training Tool

Our online staff training tool is a simple way to ensure your staff is familiar with BALANCE services, how BALANCE can support your goals, and how to make effective referrals. Once your employee reviews the material, he takes a quiz on the content. The results will be provided online to the employee, and sent to him via email. They will also be reflected on your usage reports online in the Partner Orientation report. For immediate feedback, have your employee forward his results email to his supervisor or print the results page from the website. (A printer-friendly version of the quiz and answer key can be found in the downloads section below.)

Getting started is simple. If you’re set up for BalanceTrack, you’re already set up for the Partner Orientation online program. If you haven’t established any of the BalanceTrack modules, you are still welcome to use this program – just contact your Partner Relations Manager.

To provide access to your employees, you can link the module to your intranet or simply provide the link for employees to access directly:http://www.balancepro.org/orientation


Downloads

Partnership Orientation
Download a printer-friendly PDF and share it with your staff. This document outlines all of the BALANCE services as well as how to identify those who may benefit from the program and ways of making effective referrals.

Download Partnership Orientation (PDF)


Partnership Orientation Quiz & Key
This printer-friendly partnership orientation quiz and answer key can be used for staff training on the BALANCE partnership.

Quiz (PDF)
Key (PDF)

Presentation Slides
This PowerPoint presentation can be used in a staff meeting as a supplement to the Partnership Orientation handout.

Download Staff Training (PowerPoint)


Referral Tool
Because your staff is juggling so many responsibilities and has so much to remember, we’ve developed this simple Referral Tool to use as an aid in identifying those in need, and ensuring they receive a referral to BALANCE.

Download Referral Tool (PDF)

© 2012 BALANCE