How to Make a Good Referral

When referring your learners to new opportunities, it is important to remember there are a lot of different ways to make a good referral. Always consider what your learner will be comfortable with when you are deciding how to proceed. Some learners may be nervous about making phone calls, while others may not be comfortable using email. Understanding what barriers your learners may face around communication will help you make a better referral.

It can can be intimidating for a learner to act on a referral, especially if the learner is facing challenges or barriers. To make it a little easier:  

• Have a conversation with the learner to explain why you believe the referral will be helpful for them, what they can expect from the referral, and who they may be connecting with.
  
  
• Prepare a brief summary of the learner's original inquiry, and the reason for the referral. Share the summary with the learner. Ask if they would like you to send the summary to the appropriate contact ahead of time, or if they would like to take it with them.
  
  
• Consider making the initial contact together or, if possible, walk with the learner over to the referral agency to help them feel more comfortable.
  
  
• It often helps to be the second set of ears during a phone call in case the learner is very nervous and forgets information. Ask if they would like you to take a few notes for them.
  
  
• Connect directly with organizations and programs you refer to on a regular basis to ensure you understand their services and the clients they serve.