Define the data, KPI, workflow, and ownership structure needed for clearer leadership, board, funder, and internal reporting.
Each engagement includes a focused set of deliverables designed to create clarity, structure, and practical next steps.
Defines the priority reporting audiences, recurring reports, decisions, and information needs.
The board needs quarterly progress against goals. A funder needs grant-specific outcomes twice a year. Leadership needs monthly visibility into program activity. The map clarifies what each audience needs and what information supports it.
Clarifies which measures, data points, definitions, and structures are needed to support reporting and decision-making.
The organization tracks “participant confidence,” but teams define it differently. This deliverable defines the KPI, the data source, how often it is updated, who owns it, and how it should be interpreted in reporting.
Defines who owns updates, quality, review, reporting inputs, and ongoing maintenance.
Program leads own program updates. Development owns grant reporting requirements. Operations owns data quality checks. Leadership owns review and decision cadence. This prevents reporting from depending on one person’s memory.
Identifies where current processes create friction, delay, duplication, or reporting gaps.
Program staff collect participant data at the end of each session, but the information is not reviewed until a funder report is due. The assessment identifies where updates, review, and handoffs need to happen earlier.
Prioritizes next steps, sequencing, and the practical implementation path.
- First 30 days: confirm reporting needs and ownership.
- Next 60 days: structure goals, programs, grants, KPIs, and workflows.
- Next 90 days: implement Track Impact Now, adoption routines, and reporting review cadence.