Improve the systems, workflows, handoffs, and data capture processes that support impact tracking and reporting.
Each engagement includes a focused set of deliverables designed to create clarity, structure, and practical next steps.
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.
Reviews how current tools support or block impact tracking, reporting, and decision visibility.
The CRM tracks donors, spreadsheets track program activity, grant files track funder requirements, and reports are created manually. The review clarifies what should stay where and how the systems should support a clearer reporting flow.
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.
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.