Build a Strong CAP Data Foundation: Why System Administration Matters More Than Ever
For Community Action Agencies, data is more than numbers — it is evidence of impact. From CSBG Annual Reports to ROMA outcomes, your program’s success depends on clean, consistent, and well-structured data.
But none of that is possible without one essential element:
⭐ A correctly configured system foundation. ⭐
That’s why our January Mini CAP Workshop focuses on System Administration — giving agencies the tools to set up GoEngage for reliable data, smoother workflows, and stronger compliance. This session helps CAP agencies establish the structure they need for reliable data, smoother workflows, and stronger compliance.
Why System Administration Is Critical for CAP Agencies
Poor setup leads to:
Common Problem | Impact on Agency |
|---|---|
Duplicate records | Inflated numbers, unreliable CSBG reporting |
Inconsistent naming | Confusion across teams & harder filtering |
Incorrect funding setup | Misaligned reporting, data cleanup |
Missing milestones | Incomplete ROMA outcomes |
Unmapped outcomes | NPI reporting gaps |
A strong system foundation ensures your CSBG, NPI, ROMA, and service tracking workflows are standardized across your entire agency.
What This Workshop Covers
1. System Settings Built for CAP Programs
Administrators will learn how to configure: • Program structures • Case management workflows • Intake pathways • Data entry rights • Approval processes • Funding sources This is essential for CAP agencies managing multiple programs under CSBG.
2. Custom Apps & Service Note Sections
Finally, software that matches CAP operations — not the other way around.
You’ll learn to build: • Custom service note templates • Tailored app sections • Question sets that match local program needs No more relying on generic software fields that don’t fit CSBG operations.
3. Milestones: Setup, Customization & Closure
Milestones inform: • Progress toward goals • Reporting accuracy • ROMA work plan alignment This workshop helps administrators create and maintain milestones that support your CAP outcomes.
4. Linking Outcomes & Assessments
Although not specific to Head Start, many CAP agencies use internal assessments or community-based outcome measures.
GoEngage makes it easy to:
Goals → Activities
Outcomes → Projects
Customizable Assessments
Who Should Attend?
System administrators
CSBG data managers
CAP program directors
Quality assurance staff
Case management supervisors
IT/data teams supporting GoEngage
How This Workshop Strengthens Agency Performance
By the end of this training, your agency will:
Reduce unnecessary data cleanup
Improve reporting accuracy
Strengthen staff workflows
Eliminate redundant processes
Create a consistent foundation for the entire year
This is a must-attend workshop for any agency wanting to improve staff workflows or aim to modernize their data practices.
Ready to strengthen your agency’s data foundation?
Join our System Administration Mini CAP Workshop and learn how to set up GoEngage for cleaner data, smoother workflows, and stronger CSBG/NPI reporting.
👉 Register for the January System Administration Workshop
Or save 35% when you bundle all 10 workshops.
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Sari Schray is the Senior Director of Customer Success at GoEngage, where she combines her professional expertise with her personal experience as a former Head Start parent to empower agencies in supporting families and communities. Her journey with Head Start ignited a passion for helping others, and she is deeply committed to ensuring that agencies can maximize their impact through seamless program management and innovative solutions.
Before joining GoEngage, Sari built a strong foundation in leadership and operations as a General Manager at Goodwill and a Warehouse Manager at Ferguson Enterprises. These roles honed her ability to streamline processes, lead teams, and deliver results—skills she now uses to help agencies achieve success.
