Service

Develop a custom system using spreadsheet-based tools to track and measure program participants and outcomes. This system will provide an organized, user-friendly method for collecting and visualizing data without the need for advanced software.

Process

  1. Custom Spreadsheet Design:
    • Design easy-to-use spreadsheets (e.g., in Excel or Google Sheets) to track participant engagement and program outcomes.
    • Include built-in formulas and functions to streamline data entry and calculation of key metrics.
  2. Basic Visual Reporting:
    • Create visual representations of the data, such as charts and graphs, directly within the spreadsheet, allowing for clear, at-a-glance insights.
  3. System Setup & Training:
    • Set up the tracking system to meet the organization’s specific needs and provide a straightforward solution for ongoing use.
    • Conduct a training session to ensure staff can effectively use and maintain the system, including how to enter data, generate reports, and interpret key metrics.

Deliverables

  • Custom Tracking Tools: Fully designed and functional spreadsheet templates.
  • Basic Visual Reports: Charts and graphs embedded within the spreadsheet for quick insights.
  • 1 Training Session: A live session to train staff on how to use the tracking system and generate reports.

Pricing Breakdown

  • Red Phase Package ($2,500 – $3,500):
    • Includes basic custom spreadsheet design with up to 10 key metrics tracked.
    • Built-in formulas for basic automation (e.g., automatic calculations).
    • Embedded charts/graphs for visual reporting.
    • One staff training session to ensure the system is easy to use and maintain.
  • White Phase Package ($3,500 – $5,000):
    • Includes more advanced spreadsheet design with up to 20 key metrics.
    • Additional visual reporting (e.g., more detailed charts, summary sheets).
    • Up to two training sessions, including Q&A support.
    • Limited follow-up support for troubleshooting.
  • Blue Phase Package ($5,000 – $6,500):
    • Full customization with advanced tracking and reporting options.
    • Integration with other basic data sources (e.g., exporting/importing data between systems like CRMs or other spreadsheets).
    • Multiple staff training sessions, including customized walkthroughs for different team members.
    • Extended follow-up support for up to three months to ensure system effectiveness and ease of use.

To get started, complete our Services Intake Form.