Cookie Sale 2014: Service Unit Training

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  • GSEM SlideThank you for attending the 2014 Cookie Program Training Session – We appreciate the time and energy you put forward during this sale – The Cookie Program is designed to bring 5 skills together building on each year and over time building a strong independent entrepreneurial young woman We have pulled together resources that will help you train the troops to assist the girls in setting their goals and exceeding themIn today's world, you may have heard “theirs an APP for that” – well in Product Sales we can tell you we have a “resource” for that
  • GSEM SlideLet’s look back at last year – before we move forward into this year2013 GSEM sold 2,537,380 packages of cookies (that is a lot of cookies)Troop Proceeds were $1,545,001 (one million, five hundred forty five thousand and one dollar)The participation was at 88%There was 26,903 girls selling2866 troops sellingThe per girl average (PGA) was 90.77Great Job
  • GSEM SlideThe goals for this year100 PGA (per girl average) Total # of packages owned by troops divided by total # of registered girls in the troop100% Troop and Girl Participation 2,595,294 of Packages sold+58,014 over last year
  • GSEM SlideThere are some great new things going on this year that we are excited to share with youNational Girl Scout Weekend February 7 – 9thMango Crème's have left the building and they are not returning – ABC has introduced the Cranberry Citrus CrispWe are excited to be part of the ABC Chocolate Chip Shortbread Gluten Free Pilot ProgramThis year we are introducing a Service Unit Bonus – yes, money for the Service Units Earlier Town Delivery – January 25 – February 1There are some updates to COCO This year – we would encourage the girls to use COCO – we are offering a Online Patch when girls received 24 online cookie promises using the COCO system. We will review what exactly a promise is.
  • GSEM Slide
  • GSEM SlideDecember 7th – Cookie training (adults) and cookie rally(Girls) at cedar hill in walthamDecember 13th – Opening day of cookiesDecember 16th – Mini Clinics 9:30 – 11:30 and 6:30 – 8:30 (need to register online prior please) Open forumDecember 18th – Webinar (noon – please register on line)December 20th – COBS deadline for January by 10 pmCouncil offices will be closed December 25th – January 1st – reopening January 2ndDecember 31 – Deadline for Gluten Free Chocolate Chip Orders
  • GSEM SlideJanuary 1 – COBS request for February by 10 pmJanuary 2nd – Cupboards open back upJanuary 8th – Mini-Clinics 9:30 – 11:30 & 6:30 – 11:30 – please register on line open forumJanuary 13th – Initial Order for troops by 10 pm in SNAPJanuary 15th- Service Unit Edits by 10 pm in SNAPJanuary 20th - GSEM – Closed - holidayJanuary23rd – Gluten free available for pick-up - January 24th – Opt-out Paperwork due to Terese Kelly – council – by end of business dayJanuary 25-Feb 1 – Town Delivery
  • GSEM SlideGreat Month for Booth SalesFebruary 1-2 – Super Bowl Weekend – Deadline to request COBS for March at 10pmFebruary 6th – Cookie Creations is back- Royal Sonesta Hotel – Cambridge – more details will be announced on GSEM websiteFebruary 7-9 Girl Scout WeekendFebruary 15- 22 Mass School Vacation Week – opportunities to for booth sales
  • GSEM SlideMarch 2nd – deadline for troop to troop transfers 10 pmMarch 3rd – sliding scale goes into effect 10 pmMarch 4th final payments due 4 pmMarch 7th – transfer packages to girls 10 pmMarch 11- 15th – sell-down – see the flyer and information in the Troop Cookie Book (refer to page 20) and Resource Library – 11-14 Waltham, North Andover and Middleboro 15 – Waltham only Boston cupboard does not participate in selldown
  • GSEM SlideGirls of all ages – from Daisies to Cadettes – AmbassadorsRegistered and in a troop – registered and participating in a series – or a community based program or working as an Independently registered girl – she can sell with parental permission
  • GSEM Slide – handing it over to Cindy ABCSo let’s talk about the cookies we are going to have this year
  • Cindy - ABCThere are 9 varieties being offered this year – The standard 7 – lemonades, shortbread, thin mints, peanut butter patties, caramel delites, peanut butter sandwichsThe new cookie is the Cranberry Citrus Crisp and the 9th is the gluten free chocolate chip cookieThree of the 8 varieties come in recycled plastic material – thanks a lot – cranberry citrus crisp and lemonadesIf a you go to the ABC SMARTCOOKIE website – on the left hand side of the webpage the cookies are all posted – if you click on any cookie you can get nutritional information– it is a good learning tool for the girls who want to know a little bit more about their product. The nutritional information can also be found on the order card.
  • Cindy - ABCGSEM is part of a PILOT program with ABC bakers – to offer the 1st Gluten Free Girl Scout CookieMore information Page 3 of the cookie bookThe packages are sold for $5.00 each – the troops earn $1.50 per package; girls do not earn recognitions on this cookiesChocolate Chip Gluten Free Cookies are not available in SNAP or on the order card – they can be pre-ordered – Council will only have a limited number of casesTroops pre-orders are taken November 4th – December 31st – get your orders in early –There is a limited number of cases available– Council will notify SU’s/troops when there are no more cases availableGluten free can not be returnedCase costs the troop $42 – which is due 10 days after pick-up Cookies are available starting Thursday, January 23rd in the council cupboards only (Boston, Waltham, North Andover and Middleboro – troops have 14 days to pick up their pre-orders – after that the order goes back into inventory
  • GSEM
  • GSEM]We are excited to announce a Service Unit Bonus There are some criteria that needs to be met in order for the Service Unit to receive the moneySUCM in place by December 13, 2013 – 1st day of the cookie saleSUCM must attend a training – in person – online trainings do not count\All troop in your Service Unit must be participatingTroops in the SU must achieve 5 % increase over last years sales – (cumulative sales between all troops must be 5% over last years total) Sales will be provided by council – Product Sales Specialist
  • GSEMChecks will be mailed in late April-early May 2014 –made out to the Service Unit If SU’s have outstanding troop debts, the SU will not receive the bonus until all balances have been resolved.
  • GSEMProceeds – troops make $0.60 a packages – then depending on how many packages they sell they can make up to $.70 per package (opt-out troops can make up to $0.75)Sliding scale goes into effect March 3rd at 10pm – do not pay the final balance until that date as the final bill may go down once the sliding scale goes into effectKeep the troop money in the troop – wait until March 4th to either pay on line and make a online payment for the final balance in SNAP or to bring a check to the Cookie Cupboard – don’t over pay for the troop cookies
  • GSEM
  • GSEMPotential of 5 winnersTop troop within each Service Area that achieves the greatest % over 10 % of last years sales from the Initial Order will receive their choice of encampments and dates for 2015.
  • GSEMTroop Incentive by Service AreaPotential of 15 winnersTo win vouchers – which can be used in the store or towards a program in the Ultimate Guide1st $300 / 2nd $200 / $100Top three troops within each Service Area that achieves greatest % over 6% of last years sales More specific details in the Cookie Book on page 13
  • GSEM
  • GSEMTroops and the Girls are going to utilize the various resources available to sell cookies in the many options available to themIn no particular order – the various options available are:Order taking - Direct sales – Door to DoorBooth sales – COBS or locally organizedOnline marketing – Cookie Promises through COCO (Cookie Command)
  • GSEM
  • GSEMThe order card includes full page on all of the recognitions that the girls can earn – there is also a copy in the troop book We based the recognition assortment on voting that was done by the girls in the 500 ClubNew this year are choices at some of the lower levels – also there is a new online patch girls can earn when using COCO and collecting online Cookie promises
  • GSEMTown Specific booth sales are organized within the Service Unit footprint by the troop or the Service Unit Booth Sale CoordinatorThey work with local businesses to establish the best date and times for booth salesSales can last between one and four hoursThere are additional details about town specific booth sales on pages 21-25 of the Cookie BookGSUSA has worked with Wal-Mart Corporate and there is a letter that you, as the Service Unit Cookie Manager should have received from Council (if you have wal-mart in your SU) it outlines the parameters of booth sales at Walmart and the process that you need to take in booking and what Council needs back from you
  • GSEMBooth sales that are coordinated by Council and offered to Troops through a lottery system Council-run lottery where Troops sell at T-stations, Malls, and other locations Troops are responsible to be present at all COBS locations won in the lottery – opportunity lost for another troop if you do not show up for your COB Council pays $25 for each 4-hour time slot at T-Stations and a leasing fee for each mall locationAfter your troop participates in a COBS we ask that you send over the selling information on that location so if can be assessed for next year’s sale
  • GSEMThe Product Sales Team is providing you with various selling tool options that will help increase your troops sales – these tools can be used anytime during the saleRoam Pay is an option to cash sales at booth sales. The device can be attached to a smart phone or iPhone to accept non PIN driven credit or debit card cookie purchases. American Express is not accepted.
  • GSEMOver 6000 entries were received last year – based on that the team decided the promotions worked well and we should bring it backWhat is “5 for Five”? This is a contest designed to increase your cookie sales. You ask customers who might have planned to only purchase two or three packages of cookies to purchase 5 packages; it’s a win for everyone! You sell more cookies and the customer has a chance to win 5 cases of cookies that’s 60 packages! How does “5 for Five” work? ¨ Customers who buy five (or more) packages of cookies will fill out an entry form with their contact info. The more cookies a customer buys, the more chances they have to win! That’s because for every five packages they buy, they receive an entry form. For example, if a customer buys 20 packages of cookies they receive 4 entry forms and therefore 4 chances to win!¨ Troops will collect the entry forms from the customer and mail or drop off to any Council office ¨ All entries must be received at a council office by March 7, 2014 Cookies for a cause – Troops can pick their own cause or they can just have Council donated them by dropping off their Cookies for a cause at the council office cupboards or using cShare
  • GSEMCookie for a Cause – there are 4ways a troop can participate Cshare is how Cookies for a Cause is referred to on the order card and in SNAP – the troop can order CShare (cookies for a cause) cookies any time during the sale and not have to pick-them up through the re-order function in SNAP (re-order is a new option this year and will be discussed later- it is also discussed in the webinar Initial order and planned ordersThe 2nd way a Troops can participate is to order Cshare cookies during the Initial Order phase of the sale When troops order CSHare cookies this way – the troop is responsible for payment, the girl receives recognitions and Council will arrange for delivery to one of the 5 locations we work with
  • GSEMCouncil will be working with Operation troop SupportHelping our troopsThe Greater Boston Food BankNew England Center for Homeless VeteransCarepacksPackages that are donated through initial orders using cshare, re-orders throughout the sale and any packages dropped off during the sale at the council offices (waltham, North Andover, Middlebro) We donated over 40,000 packages in total to this organizations last year
  • GSEMThe third way troop can participate in Cookies for a Cause is to pick a cause and collect packages at booth sales and through their door to door selling for that specific organizationThe fourth way is the troop can have a cookies for a cause sign at their booth sale and collect the packages and then bring them to any council cookie cupboard and drop them off between December 13th – March 4th and Council will delivery them to the 5 organizations that we work with
  • Cindy – ABC / GSEMCOCO is both a selling tool and it has a selling method embedded within itCOCO is a great communication tool to be used between the troop leader and the girls in the troop – It can be used for setting troop goals and individual goals The girls can use COCO to send e-cards to customers and collect cookie promises on line
  • Cindy – ABC When sending the e-cards – if a girl collects 24 online cookies promises through the COCO system – the girl earns an online patch – this is tracked through a report that council can pull An automatic thank you is sent to the customer when they place their cookie promise – the girl is responsible for delivery of the product and collection of the moneyThe advantage to using COCO is if the girl is a long time girl scout – she can build her online database and email her customers each year and the emails are saved each year
  • Cindy – ABC COCO mobile APP is available for download to apple ipad, ipod and iphone - currently not available for Android devicesTo use this app, Girl Scouts must have a valid username and password on COCO (ABC Bakers’ Cookie Command Center), available exclusively at abcsmartcookies.com. COCO mobile allows girls to sell Girl Scout Cookies and track sale progress right from their mobile device! Features:- Girls can set and track goals- Take and manage cookie orders- See a summary of orders by variety and item totals- View nutritional information with product images- Track order payment and delivery status- Email confirmations automatically sent to customers upon new order or updates of order - View recognitions, identify level achieved, track sales needed for next level and celebrate recognition achievement along the way- Automatically sync with their online COCO information (available at abcsmartcookies.com)
  • GSEMONLINE resource – GSEM Cookies & more page – there will be links in this page for SNAP, ONLINE Payment site, webinars, current happensABC Smart Cookies – our partner in cookies, our baker – great resource for product infromation, activities for each age level, resource for troops, families, links to COCO, flicker (for art work), Smart Cookie U – Cookie University – cookie webinars are your finger tips – on top of the cookie clinics we are offering at council we will be posting short 10 -15 minute topic specific webinars on SMART COOKIE U – very specific and details trainings GSEM Cookie Resource Library – forms, informational booklets,(Cookie Rookie) , information for Independently Registered Girls, GSUSA Cookie Infromational Sheets,
  • GSEMThere are more resources this year – than ever before – you talked – we listenedYou know how some people say – we have an APP for that – well in Product Sales – we can say we have RESOURCE for that
  • GSEMWhen paying for Planned Orders during the sale or the Initial Order on March 4, 2014 – a troop has 5 options from which to choose in regards to how to pay for the cookiesThe online payment system (please note that this is independent of SNAP – so the person paying the bill must get the balance due from SNAP before going into this system – as the two systems do not speak to each other)The troop can use a cookie deposit slip- which can be acquired at the cookie cupboard when picking up their order – The cookie deposit slip is to be used at Citizens Bank and a validated deposit slip must be returned to the cupboard so the transaction can be completedThe troop can also use a troop check, a money order or a bank check to pay for their cookies
  • GSEMThe online payment system is available for Troops and Service Units who are paying for cookies – the system is independent of the SNAP system so the person paying the cookie bill must get the amount due from SNAP, they can use the Troop Balance Summary Report, prior to going into this system.When a troop is ready to use the online payment system, they set up their own user name and password; each year the data is erased for security reasons, so if the troop had an account established last year they will have to create a new account this year. Once a troop makes the payment – please bring a copy of the email confirmation to the cupboard if the troop is making the payment within 1-2- days of a pick-up. It takes 2-3 days from the day you input your payment to when it is posted in SNAP. Bringing the confirmation page will be your proof of payment at the cupboard. See page 31 in the Troop Cookie Book for additional details
  • GSEMDeposit slips can be picked up at any of the cookie cupboards when you pick up your cookie order. The Cookie bank account in located at Citizen’s Bank. If the troop is depositing funds into the Cookie Account, please deposit cash and /or a troop check. Please keep in mind that, if depositing a troop check, it can take 5-7 days for checks to clear before funds are available. Please make sure funds are available before depositing the troop check into the cookie account.There is a $20 fee if a troop check is returned to council for any reason – Validated deposit slips – must have the electronic stamp as seen in this example – with the date of the deposit & the amount – if the deposit slip is not validated it will not be accepted as a form of payment at the cookie cupboard and the troop will not receive credit. Once validated the deposit slip must be returned to the cupboard so the payment can be entered into SNAP – this is the only way the troop will receive credit.Mention that Citizens bank is converting over to a new validation system and the new receipt looks like a grocery receipt – put troop number and bring back to cupboard – same process still applies
  • GSEMTroop checks are also an acceptable form of payment to pay a troop’s cookie billIf you need assistance in setting up a troop account please see Volunteer Essentials on how to set-up a troop account Money orders and bank checks are also acceptable forms of payments – these can be purchased at local banks, post offices and some stores – they will have the amount pre-printed on them – Please make all troop, bank checks and money orders payable to GSEM
  • Travis / Cindy ABC
  • Travis / Cindy ABCBackbutton in browser – if you press the back button in your browser and you are a single user you will be sent back to the log in screen - if you are a multi-user you will be sent back to a screen with a pull down menu to choose which user you would like to change toTimer – starts counting down from 25 minutes on all order screens; make sure you save frequently or you will lose any unsaved information after the timer runs outAdd/delete girls – SUCM’s have the ability to add / delete girls – do not add a girl unless you know she is registered and her paperwork has been handed it – if she is not registered by the end of the sale she will be removed from the system and her cookie packages reassigned –If you are adding a girl please notify Product Sales – so we are aware that is she in SNAP and not in the Girl Scout database – we will be keeping track and watching for her registration –if her paperwork does not come through her assigned packages will be removed Do not delete a girl just because she is not selling – if she is no longer with girl scouts – please notify CES and your troop pathway specialist and then you may remove her – CES and the Pathway Specialist will remove her from the system so the next time we do a girl upload she will not come throughUnregistered girls will not receive recognitions
  • Travis / Cindy ABCNew SNAP homepage – everything at a GLANCECalendar – if there is an x on the date - something is going on within Council specific to cookiesMy Tasks – reminders set by councilReviews – these are items that have unresolved issuesMessages – these are messages from council
  • Travis / Cindy ABCReview Tab - This tab gives you a list of reminders. In this case, there are multiple Troops that have no Early Recognition Order, no Initial Order, and no Main Recognition Order. At different times of the sale, this list will be added onto, or taken away from, depending on different tasks that have been started and are incomplete.
  • Travis / Cindy ABCSales Tab - The “Sales” tab gives you general sales information for all, or individual Troops, such as total sales, amount due, deposits, payments, etc.
  • Travis / Cindy ABCFinance Tab - The “Finance” tab displays all financial information associated with your Service Unit, much like the “Sales” tab
  • Travis / Cindy ABCInventory Tab - The “Inventory” tab shows the cookies that are currently owned by the Troop and not yet assigned to girls
  • Travis / Cindy ABCViewing Troops: Hover over “MyCouncil” icon and “Manage MyCouncil”Click “Troops”; the following screen will appear:As the Service Unit Cookie Manager (SUCM), you will need to make sure all of your Troops are in SNAP and create users for those Troopsonce you receive their signed volunteer agreement. If you are having trouble, or have a lot of users to create, contact Council and we will help you.As you view your Troops, you will notice the Proceed Plan and Main Recognition Plan. A Troop will either have the standard plan (“2013-14 GSEM…”) or Opt-Out. The standard plan is what Council calls the $0.60 per pkg. The Opt-Out plan is for Cadette, Senior, and Ambassador Troops who have decided to Opt-Out, which will earn them additional proceeds and the theme patch for recognitions. Council will be monitoring the Opt-Out Troops to make sure their form has been submitted.
  • Travis / Cindy ABCCreating Troop Users:Hover over “MyCouncil” iconClick “User Management”Click “Add New User” Select “Troop” for “User Role” drop-down box; IGNORE “Cupboard”Select which Troop you want to add a user to in the “Troop” drop-down box; the name of this box will automatically change from “District/SU/Troop” to “Troop”Select the user’s position in the Troop (e.g., “Troop Leader”)Enter ALL required information (noted with an *)Even though you will need to set Troops up with a password, it is recommended that they be allowed to change it upon their initial login. To do so, you will need to click the “Must Change” checkbox.If this user has been added to another Troop before and needs access to multiple roles, a box will appear to let you know that the email address is already tied to another role in SNAP. If this is intended, click “OK”; otherwise click “Cancel.”
  • Travis / Cindy ABCAs SUCM, you are able to add girls to the Troops in your Service Unit. This is in addition to any girl uploads Council will be entering periodically from our membership database (CES). You WILL NOT be allowed to add girls until after January 2nd. Council does not allow Troops to enter any girl information themselves, so it will be up to you, with help from Council, to correct any problems the Troop has with their girls.To add a girl to the Troop (if needed):Girl iconHover over “MyCouncil” icon and “Manage MyCouncil” Click “Troops”Find the “Actions” column (far-right)Click the girl icon in this column Travis / Cindy ABCClick “Add New Girl”; the following screen will appear (see next page):Enter “First Name” and “Last Name”NOTE: Do not worry about the “GSUSAID”, this will be included in the periodic uploads from our membership database (CES).Click “Add Girl”Repeat process as many times as neededClick “Close” to return to the “Troops” page
  • Travis / Cindy ABCTo verify Initial Order/Town Delivery information:Hover over “Delivery” iconClick “Manage Delivery Stations”As a SU user, you will be able to Manage Delivery Stations that have been assigned to your Troops in your Service Unit. If you need any changes made to your Delivery Station, contact Council to correct inaccurate information.Double-click the name of the station in the tableIn the window that appears, review the information and contact Council with any changes. The initial information is pre-loaded by Council.
  • Travis / Cindy ABCInitial order is orders at the girl level in packages – the orders at the flavor level will the will be rounded to the nearest caseThe CShare column will not be rounded as the troop does not pick-up these cookies – the troop is still financially responsible for the cookies and the girls do get recognitions; but the troop does not need to take possession – Council will delivery the cookiesTroops should consider ordering cookies for upcoming booth sales (point out Booths/Extras row) as the payment for initial order cookies is not due until March 4th – Cookies ordered through initial order are not returnable but they are exchangeable. Click “Save” when you are done with your order. DO NOT click “Commit” at any time, as the order will be unavailable for editing. The order will automatically be committed when the Initial Order/Town Delivery deadline passes.Troops can click save and go back and edit the order anytime prior to January 13th at 10 pm Once you have saved your order, SNAP will automatically take you to the “Manage Orders” screen. Initial Order Note: If a Troop has completed their order and committed it, be aware that it will not be sent to Council until you have committed it. If the Troop has an order, once you select the Troop in the drop-down box, the numbers in the order will already be filled in. All you have to do is click “Commit” for it to proceed to Council.
  • Travis / Cindy ABCYou have always been able to pick up more of the standard variety of cookies throughout the sale by creating Planned Orders. Now, you will also be able to add more “Cookies for a Cause” cookies into your Troop as well, by using Reorders.Reminder – Reorder cookies are not picked up by Troops, however girls do receive credit for recognitions and the Troop is responsible for payment of these cookiesIf you click “Save”, the order will remain in the system for editing, but the packages will not be assigned to the girl until it is committed.
  • Travis / Cindy ABCWhen placing a planned orderPick the cupboard the troop would like to pick-up fromThe dates available will populate in the pull down menuIn the order reference field you must fill in the name of the person picking up and their phone number – without this information – the cookies can not be released to that person (even if it is you) – this is for your troops safety (you don’t want just anyone walking away with $600 worth of cookies under your name)Place the order in cases (there are 12 packages per case)All Planned/Cupboard Orders not picked up within 48 hours of the original planned pickup date will be deleted by Council. After which time, Troops will need to resubmit their order. If the order was scheduled for pickup on Saturday, the order will be deleted on the following Tuesday at the end of the day if it has not been picked up.Planned Orders must be in place by 10pm on Sunday for the upcoming week. If your order has not been placed by this time, the next available pickup dates for orders will be the following week. For a last minute booth sale, please contact the cupboard to see if an order can be placed for the current week.
  • Travis / Cindy ABCPoint out that this is a troop to troop transferTroop to troop transfers can only be done within your own Service UnitTo complete the transfer:Select “Troop to Troop Transfer” in the “Type” boxSelect the “Troop” from the drop-down menu or type it into the “Troop Search” boxEnter the amount of packages to transfer in the “Quantity” box (money ALWAYS moves with “Troop to Troop” transfers; refer to pg. 21 for the financial implications)Click “Save&Go to Manage” to complete the transfer; this will give you the error message mentioned on pg. 16The way transfers are setup this year, you will have to go back into the “Transfer Order” page each time you complete a transfer.
  • Travis / Cindy ABCTake your time with this slide...
  • Travis / Cindy ABCStress that troops should be creating their recognition orders! SUCM’s should only have to review themThe “Early” Recognition (Eco-Tote) received at Town Delivery is NOT calculated automatically in SNAP. Council will be compiling this information and sending it to you.A girl’s name will appear in the box even if there are no packages assigned to her.If a choice needs to be made, click the radio button corresponding to the girl’s choice and click “Save and Exit”. If the order needs to be updated for any reason, you would click “Review Order” to update.In the case of selecting a size, such as with the T-Shirt, you will need to click the link that appears below the recognition and select the size using radio buttons. The size will already have a default value in it, which makes the box appear green. Make sure the correct size has been chosen!When updating the order, it will update each girl’s individual recognitions list. It will not delete any decisions that have been made prior.
  • Travis / Cindy ABCDo NOT commit the recognition orders! Council will be committing all of these orders when the deadline passes on March 7th at 10pm. Be aware that if this is done early, Council will have to un-commit/edit the order for you, if time allows.
  • Travis / Cindy ABCThis is where you will find all the financial transactions that have occurred during the Cookie Sale. You will also be able to see all the girl transactions that have been entered. Please note: As a Service Unit user, you will only be able to VIEW the troop transactions; you WILL NOT be able to enter any for your Troops. Council will be entering ALL Troop payments.
  • Travis / Cindy ABC
  • Travis / Cindy ABCSNAP shows all updated information through reports; the one exception being the finance page, which automatically updates. You will be able to view summary reports, in case you want to see all orders your Troop has placed, or financial reports to see how much each girl and your Troop owes. Reports often pop-up in new windows or tabs, so make sure your pop-up blocker allows pop-ups from SNAP.Reminder – Before you pull any report, check the “Review” tab on the Snapshot page (refer to pg. 3) to make sure the needed information is not already thereArchive reports –If s Troop took part in the Cookie Sale last year (2012-13) and they need that information, you will be able to view reports from the previous sales year. This is for reference only and some of the data may not format properly.
  • Travis / Cindy ABCTroop Balance Summary report is the Go To Finance report
  • GSEM
  • GSEM

Transcript

  • 1. Welcome to Girl Scout Service Unit Cookie Program Training
  • 2. Results 2013 2,537,280 packages of cookies Troop Proceeds $1,545,001 Participation (88%) 26,903 girls 2866 troops PGA = 90.77
  • 3. Goals for 2014 100 PGA (per girl average) Total # of packages owned by troops divided by total # of registered girls in the troop 100% Troop and Girl Participation 2,595,294 of Packages sold +58,014 over last year
  • 4. What’s New? National Girl Scout Weekend: February 7th9th New Cookie: Cranberry Citrus Crisp ABC Cookie Pilot Program – Gluten Free Service Unit Bonus Earlier Town Delivery: January 25-February 1 COCO: Cookie Command Updates Cookie Promise Online Patch
  • 5. KEY DATES
  • 6. S W T F S 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 Special Council Cookie Cupboard Hours 23rd : 10-4 24th : 10-12 T 1 16th:Mini Clinics 18th : Live Webinar M 30 Cookie Rally & Cookie Training 31 Gluten Free Deadline See Page 1 in Cookie Book for more dates and specifics 1st Day of Cookie Season Deadline for COBS request for January at 10P.M. GSEM Council Offices Closed
  • 7. S Mini Clinics 5 Troops Initial Order due 10 p.m. M T Deadline for COBS request for February at 10p.m . 7 6 W T F S 1 2 3 4 8 9 10 Council Cupboards Re-open 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 Service Units Initial Order due 10 p.m. 31 Town Delivery Week 1/25-2/01 See Page 1 in Cookie Book for more dates and specifics GSEM Council Offices Closed
  • 8. Deadline to request COBS for March at 10p.m. S M T W T F S 1 2 3 4 5 6 7 Last day Town Delivery 8 9 10 11 12 13 14 15 16 17 18 19 20 21 National Girl Scout Weekend 7th-9th 22 Massachusetts School Vacation Week 23 24 25 26 27 28 See Page 1 in Cookie Book for more dates and specifics GSEM Council Offices Closed
  • 9. Final day for troop to troop transfers 10 p.m. S M T W T F S Last day of Cookie Sale Cookie Balance Due by 4 p.m. 1 2 4 5 6 7 8 9 Sliding scale goes into effect 10 p.m. 3 10 11 12 13 14 15 Sell Down 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 See Page 1 in Cookie Book for more dates and specifics Deadline to transfer(assign) packages to girls 10 p.m.
  • 10. Who Can Sell Girl Scout Cookies ?
  • 11. COOOOOOKIES
  • 12. America’s Best Cookies Thanks-A-Lot™ Shortbread cookies dipped in rich fudge and topped with an embossed thank you message in one of 5 languages. Cranberry Citrus Crisps Crispy cookie, made with whole grain, full of tangy cranberry bits and zesty citrus flavors. Lemonades™ Shortbread Savory slices of shortbread with a refreshingly tangy lemon flavored icing. Traditional shortbread cookies. Thin Mints Peanut Butter Patties® Caramel deLites® Crispy chocolate wafers dipped in a mint chocolaty coating. Crispy vanilla cookies layered with peanut butter and covered with a chocolaty coating. Vanilla cookies topped with caramel, sprinkled with toasted coconut, and laced with chocolaty stripes. Peanut Butter Sandwich Crisp and crunchy oatmeal cookies with creamy peanut butter filling.
  • 13. ABC Pilot Program Chocolate Chip Shortbread Gluten Free Cookie $5.00 per package  $1.50 proceed for troop  no recognitions earned Not Available on the Order Card or in SNAP Pre-order: November 4th–December 31st Order Form on Resource Library and in Troop Cookie Book (pg. 42) Available for Pick-up starting January 23rd at Council Cupboards only Not returnable Additional Details on page 3 of Cookie book
  • 14. Service Unit & Troop Earning Power
  • 15. Service Unit Bonus Criteria Service Unit Cookie Manager in place by December 13, 2013 Service Unit Cookie Manager trained by attending a Council training or trained in person by a Product Sales Specialist Online training DOES NOT count All troops within the Service Unit must participate in sale Troops in SU must achieve 5% increase over last year sales
  • 16. Service Unit Bonus How much will the bonus be? $75 for sales increase between 5% 10.99% $100 for sales increase 11% - 19.99% $125 for sales increase 20% +
  • 17. Troop Earning Power Proceeds (price per package) •Troop proceeds starts at $0.60 per package – this could go up if the PGA(per girl average) is over 120 packages •Sliding Scale goes into effect March 3rd at 10p.m. Details available in Cookie Book – page 13
  • 18. Troop Earning Power SLIDING SCALE Per Girl Average (PGA) effective – March 3, 2014 at 10p.m. Per Girl Average (PGA) Troop Proceeds Troop Proceeds w/Opt Out 000-119 packages $0.60 per package $0.65 per package 120-199 packages $0.65 per package $0.70 per package 200+ packages $0.70 per package $0.75 per package  Do not pay the troops initial order cookie bill until March 4, 2014  Sliding scale goes into effect in March 3, 2014 after 10 p.m.  Eligibility: Troops must have a minimum of 5 girls to receive the benefit of the sliding scale  Opt-out available for Cadette, Seniors and Ambassadors only See page 13 in the Cookie Book for specific details
  • 19. Troop Earning Power Initial Order Troop Incentive by Service Area* Top troop within each Service Area that achieves the greatest % over 10% of last year’s sales for the Initial Order will receive their choice of encampment sites and dates for 2015. Total of 5 potential winners Details available in Cookie Book – page 13
  • 20. Troop Earning Power Troop Incentive by Service Area* Top three participating troops within each Service Area that achieves greatest % over 6% of last year’s sales will receive a voucher to be redeemed at GSEM stores or to be used towards Ultimate Guide. 1st: $300 2nd: $200 3rd: $100 Total of 15 potential winners *All registered girls must be selling and the troop cookie balance paid by March 4, 2014 Details available in Cookie Book – page 13
  • 21. Selling Methods & Tools
  • 22. How Do We Sell Cookies? Online Marketing Direct Sales Booth Sales Order Taking
  • 23. Order Card  Large Order Card  Pocket Order Card included  Cookies for a Cause (CShare)  Features recognition program  Nutritional Information  QR Reader
  • 24. Recognition Plan
  • 25. Town-Specific Booth Sales Organized by the Service Unit Booth Sale Coordinator or Troop Cookie Advisor Troops/Coordinator work with local businesses to establish the best dates & times for sales Sales last between one to four hours in length  Troops should only sell cookies within their Service Area Additional details available in Cookie Book – page 21-25
  • 26. COBS Council Organized Booth Sales Booth sales that are coordinated by Council and offered to Troops through a lottery system  Council-run lottery where Troops sell at T-stations, Malls, and other locations  Troops are responsible to be present at all COBS locations won in the lottery  Council pays $25 for each 4-hour time slot at T-Stations and a leasing fee for each mall location Pre-recorded webinar available on e-learning and links from Cookies & more page on COBS Additional details available in Cookie Book – page 26-27
  • 27. Selling Tools Answer for when a customer says: “I’m sorry I don’t have any cash on me” Do you have a Smartphone or Tablet with WIFI access?  You can rent a Roampay device from a Council Cupboard Available to all troops Can be used for booth sales & direct sales Details on page 28 of Cookie Book
  • 28. 5 FOR FIVE Girls can up-sell to 5 packages when a customer is buying less. 5 for Five! Girls ask customers who might be purchasing 2-3 packages if they want to by 5  Customer is entered into drawing for 5 cases (60 packages) of the top 5 selling cookies  Entry forms in Resource Library, Cookie Book or a Council Cupboard Details on page 39 of Cookie Book
  • 29. Selling Tools Answer to when a customer says: Cookies “I don’t need any cookies right now” for a or “I don’t eat cookies.” Cause CShare Cookies: Initial Order/Reorders: Cookies entered through this method will be donated by Council on behalf of the girls Girls get recognitions Troops are responsible for paying for cookies Council handles delivery Additional Details in Cookie Book page 12
  • 30. Locations that Council will be donating to on behalf of the girls with packages either ordered through: CShare Re-orders Dropped off at Council Offices from December 13- March 4th
  • 31. Selling Tools Cookies for a Cause Thank you for your donations Troops can collect on their own and donate locally to their own cause Troops research the organization Girls can create posters about the “cause” they are supporting  Girls can visit the location when delivering the cookies Girls get recognitions Troops responsible for paying and delivering cookies
  • 32. http://www.abcsmartcookies.com/coco-landing-page Online “Cookie Command” center for girls and troops Set & Track Goals  Cookie Calculator Marketing Tools  Girls can send e-cards for cookie promises Communication building  Send Cheers to other girls
  • 33. Consumer Marketing  Send e-cards to friends and families about purchasing cookies (Cookie Promises)  Collect 24 + online Cookie Promises- earn online patch  Automatic Thank You card generation  Maintain contact database for use next year
  • 34. New Mobile App for Girls! Set and track goals Take and manage cookie orders See a summary of orders by variety and item totals Available for Apple iPhone, iPad, & iPod Touch
  • 35. Online Resources for Easy Access GSEM Cookies & More http://www.girlscoutseasternmass.org/cookies/ ABC Smart Cookies http://www.abcsmartcookies.com/ Smart Cookie U* http://cookieu.abcsmartcookies.com/ GSEM Cookie Resource Library* http://www.girlscoutseasternmass.org/forms.html?cat =8500 * Smart Cookie U & GSEM Resource Library will have recorded topic-specific webinars available 24/7
  • 36. FINANCIAL PROCEDURES
  • 37. Forms of Payment to Council for Cookies Online Payment https://emass.gsachonline.com/ Validated Deposit Slip Troop Check Money Order Bank Check $20 fee for checks that are returned to Council
  • 38. Online Payment System https://emass.gsachonline.com/  The options available to you are:  “Home” – this takes you back to the home page wherever you are in the system  “Log In” – gain access to your account and make payments  “Frequently Asked Questions (FAQ)” – common concerns from users  “Contact Us” – contact GSEM with any questions/concerns that pertain to the system FYI: SNAP and Online payment are NOT linked
  • 39. Validated Deposit Slip  This Troop deposited cash, plus one troop check – this is an example of how to make a deposit into the Cookie account  The deposit slip will have the date of the deposit and the amount deposited electronically stamped on the slip There is a webinar specific to financial procedures on the ABC Smart Cookie e-learning site
  • 40. Troop Check & Money Order TROOP CHECK See Volunteer Essentials for details on how to set up a Troop account: http://www.girlscoutseasternmass.org/forms/Volunteer-Essentials-GSEM.pdf MONEY ORDER Payable to: GSEM The amount will be pre-printed based on the amount of money you paid the establishment where you purchased the money order
  • 41. Important Things BACK BUTTON IN BROWSER - Does not work the conventional way – use ICONS to navigate around SNAP TIMER – On certain pages there is a 25 minute timer-watch the time- save to reset +/-  ADD/DELETE GIRLS – Service Unit Cookies Managers have the ability – use it only if……
  • 42. SNAP – ENHANCEMENTS Use the Snapshot tabs to review specific information more quickly Tasks/Reminders set by Council The calendar is very important! This is where you will see due dates Council has set for things like Booth Sales, Recognition Orders, Planned and Initial Orders, or any other dates of note Council messages will be displayed here Review is a reminder of any unfinished business, updated throughout sale
  • 43. SNAP – ENHANCEMENTS Review Tab NEW! You can export this report into Excel for your records
  • 44. SNAP – ENHANCEMENTS Sales Tab Select individual Troops in the “Troop” dropdown box and click “Apply Filters” to update Girl Payments @ $4/pkg. Net Sales w/ proceeds removed Payments Received by Council Balance Due (as of now) “Deposits” – Online, Deposit Slips, Money Orders & Checks “Payments” – Public Cash Sales Refer to “Troop Balance Summary”
  • 45. SNAP – ENHANCEMENTS Finance Tab
  • 46. SNAP – ENHANCEMENTS Inventory Tab Select individual Troops in the “Troop” dropdown box and click “Apply Filters” to update Note: (-) Negative number means the order has been picked up and is in the Troop’s inventory (+) Positive number means the order has not been picked up yet
  • 47. Viewing Troops in SU Double-click on a row to view that Troop’s information Viewing your troops will allow you to see their contact information (including alternate contact) as well as their proceed and recognition plans.
  • 48. Creating Troop Users Click “Add New User”; window (below) will appear
  • 49. Adding Girls Click girl icon; window (below) will appear
  • 50. Managing Delivery Stations Review the information and contact Council with any changes Double-click the Delivery Station name to review the information
  • 51. Initial Order Town Delivery Troops can utilize the Cshare column in SNAP to place the girls orders for “Cookies for a Cause” if a troop does not have a specific local cause they are supporting. •The girls will earn recognitions • Troops will be financially responsible. • Council will deliver cookies to organization. There is a webinar with Initial orders addressed–view the Initial & Planned Order Webinar on ABC Smart Cookie elearning and GSEM’s site
  • 52. Reorder IMPORTANT! INITIAL ORDER – DO NOT COMMIT REORDER – OK TO COMMIT IGNORE IGNORE There is a webinar with Reorders within it–view the Initial & Planned Order Webinar on ABC Smart Cookie e-learning and GSEM’s site
  • 53. Planned Orders Cupboard Orders Phone # First & Last Name of Person Picking Up Cookies There is a webinar with Planned Orders within it–view the Initial & Planned Order Webinar on ABC Smart Cookie learning and GSEM’s site e-
  • 54. Transfer Order
  • 55. Troop to Troop Transfers Financial Procedure SNAP always moves money with T2T transfers. The FROM Troop shows a lower balance and the TO Troop shows a higher balance AUTOMATICALLY when the packages are transferred. There are two situations to be aware of for this type of transfer: 1. If Troop A transfers UNPAID packages to Troop B, the transfer will work properly 2. If Troop A transfers PAID [to Council] packages to Troop B, Council will need to be notified so a financial adjustment can be made to balance out the financial side of the transaction If no notification is given to Council, there is a possibility of two Troops paying for the same cookies!
  • 56. Creating Recognition Order Recognition Confirmed (GREEN) • Level does not require choice Choice has been made previously Choice Pending (RED) Requires choice to be made
  • 57. Viewing Recognition Order To edit/update order, double-click the order Status Legend U - Uncommitted T – Committed by Troop C – Committed by Council R – Needs Review
  • 58. Finances All payments can be seen in the tables below, but you can use the filters in order to see specific financial transactions for a Troop. Your Service Unit will automatically populate, so all you would need to do is select the Troop # in the drop-down box under “Filter by Troop”. Troop Transactions let you see what payments have been submitted for the Troop; view the “Troop Balance Summary Report” to see other useful financial information, such as, outstanding balance due. Also, you can see what girl payments have been received by each Troop; view the “Girl Balance Summary Report” for a complete breakdown.
  • 59. Creating Messages/Emails • Under “MyCouncil” icon • Troops see messages when they first log into SNAP (seen on their Snapshot) • Emails are sent directly to the accounts setup in their Troop Information • Great way to send out reminders to troops • Use other email account if looking for a response to emails
  • 60. Important Reports Troop Balance Summary – reviewed on next slide Troop Initial Order – shows totals for your troops’ Initial Order/Town Delivery orders Recognition Order Summary by Troop – shows what recognitions were earned, broken down by each troop Total Troop Sales & Finances by Troop – View 3 – shows all of the proceeds/balances related to the troops in your Service Unit Troop Order Summary – complete breakdown of all orders for the troops throughout the entire sale Financial Transaction Summary – shows all of the financial transactions that have occurred throughout the entire sale
  • 61. Reports How to Read the Troop Balance Summary Report 1. Contact Information: If this information is not correct, please fix it by going under the My Troop icon 2. Troop Statistic:    Troop # / Level # Girls Registered within Troop Troops Per Girl Average (PGA) 3. Initial Order/Reorder(Cshare) 4. Cupboard Transactions (Planned Orders and any transfers to/off other troops (each is transaction is dated) 5. Cumulative Troop Proceeds and cumulative total due council (before any payments) 6. Payments that the troop has made to Council 7. Balance due Council (balance due from #5 – payment #6) 1. 2. 3. 4. 5. 6. 7. After 1/14/14 when the Initial order is placed this balance will include the Initial order-do not pay initial order unit 3/4/14
  • 62. Pre-Recorded Webinar Links Initial & Planned Orders Webinar (18:32) https://sas.elluminate.com/site/external/launch/nativeplayback.jnlp?sid=2010291& psid=2013-10-14.1313.M.373F44CAB16D231B15E578E4F92BA0.vcr Booth Sales Webinar (15:35) https://sas.elluminate.com/site/external/launch/nativeplayback.jnlp?sid=2010291& psid=2013-10-14.0926.M.373F44CAB16D231B15E578E4F92BA0.vcr Recognitions Webinar (16:10) https://sas.elluminate.com/site/external/launch/nativeplayback.jnlp?sid=2010291& psid=2013-10-14.1247.M.373F44CAB16D231B15E578E4F92BA0.vcr Financial Procedures Webinar (14:03) https://sas.elluminate.com/site/external/launch/nativeplayback.jnlp?sid=2010291& psid=2013-10-14.1002.M.373F44CAB16D231B15E578E4F92BA0.vcr
  • 63. Questions