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Care Champion

Learn Mobilize Serve

Welcome to the
CityServeX - ROADMAP Guide

Step 1

Getting Started

Play Getting Started training video

Getting Started

Take the training quiz

Download RM CC 01 FF CSX New Email Setup and Password Reset Guide (20Aug26).pdf (PDF)

Internal Team

Play Internal Team training video

Step 2

Step 3

Assessments

Play Measure and Report training video

Download RM CC 03 - Assessments (07Aug26).pdf (PDF)

Open web resource

Open web resource

Volunteer Management System

Download RM CC 04 - VMS Fast Facts (03Aug26).pdf (PDF)

Open web resource

Download RM CC 04 pdf VMS - POINT Introduction Branded 9 9 26.pdf (PDF)

Download RM CC 04 POINT CSX Site Setup Policies and Procedures (20Aug26).pdf (PDF)

Play Volunteer Management System training video

Step 4

Entry Point

Download RM CC 05 - Entry Point Fast Facts (03Aug26) .pdf (PDF)

Download RM CC 05 - Entry Point (04Aug26).pdf (PDF)

Call for support

Open web resource

Take the training quiz

Play Community Help Entry Point training video

Step 5

Step 6

Participant Database

Play Participant Database training video

Download RM CC 06 - Participant Database (09Aug26).pdf (PDF)

Download RM CC 06 - Participant Database Fast Facts (04Aug26).pdf (PDF)

Take the training quiz

Open web resource

Resource Platforms: FindHelp

Open web resource

Download RM CC CSX 7a Findhelp Fundamentals ONLY Training Deck (no Part. Dtbs)7.26.pdf (PDF)

Play Connecting an Individual to a Community Organization training video

Step 7a

Resource Platforms: NeighborLink

Open web resource

Download RM CC 10 Volunteer Recruitment Cards 9 8 26.pdf (PDF)

Download RM CC 7b FF Flowchart 9 1 26.pdf (PDF)

Download RM CC 07b - Individual to Another (NeighborLink) (04Aug26) (1).pdf (PDF)

NeighborLink resource

NeighborLink resource

Download RM CC 7b Request Help.pdf (PDF)

NeighborLink resource

Play Connecting an Individual to Another Person training video

Step 7b

Daily Operations

Take the training quiz

Download RM CC 08 - Daily Operations (06Aug26).pdf (PDF)

Play Daily Operations training video

Step 8

External Team

Take the training quiz

Download RM CC 09 - External Team (05Aug26).pdf (PDF)

Play Recruiting Volunteers training video

Step 9

Step 10

Reaching the Community

Play Reaching the Community training video

Download RM CC 10 CSX Santa Cruz RC Flyer v05.pdf (PDF)

Download RMCC 10 findhelp Cards v04.pdf (PDF)

CityServeX booklet

Download RMCC 10 Volunteer Recruitment Card 3 Up.pdf (PDF)

Coalitions

Download Network Leadership Qualities & practices.pdf (PDF)

Download 11 - Coalitions CSXU CC (08Oct26).pdf (PDF)

Download Neutral Convenier Attributes & Aptitudes.pdf (PDF)

Play Coalitions training video

Step 11

Step 12a

Measure and Report

Play Measure and Report training video

Ongoing Support

Play Ongoing Support training video

Step 12b

Step 13

Sustainability

Play Sustainability training video