If you need to track Clients’ milestones - like completing education, improving their mental health, or gaining stable housing - then Collaborate’s Goal Plans are for you. This feature allows you to:
- Ensure consistent data collection with templated Plans, Goals, and Steps,
- Measure progress toward Goals while adding narrative context, and
- Report the impact of Goal-centric programs.
Step-Based Progress
Typically, Goals are broken up into Steps to be completed. If a Client wants to earn a GED, for example, they’ll need to meet requirements, attend classes, and eventually pass the GED tests. Along the way, Staff can view at-a-glance progress updates in Collaborate.
When a Client completes a new leg of their journey, Steps can be marked as “Achieved” with a single click.
Goals in Context
With Goal Plan Reviews, Staff can add narratives around Client progress, such as reasons why they might be stuck on a certain Step - and what the solution is.
For additional context, Goals can also have Notes & Documents attached to them.
Visual Goal Reporting
All aspects of Plans, Goals, & Steps are measurable with Collaborate’s Reports. At a high level, you can use charts see what percentage of total Goals have been achieved.
Then, dig deeper to see how individual Goal Steps across your client base are progressing.
More Goal Plan Features
- Goal Templates - Administrators can easily create new Templates with required Steps for completion.
- Freeform Goals - Don’t have that perfect Goal Template? Create freeform Goals & Steps on the fly.
- Multi-Goal Plans - A single Goal Plan can house as many Goals as required.
- Goal Categories - Group related Goals into categories, like Education, Housing, and Personal Finance.
- Multiple Goals per Client - No need to limit your Client to a single Goal.
Collaborate’s Goal Plans are easy to use, configurable for a wide range of uses, and endlessly reportable. Book a demo today to see them in action.
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