Master CAP Projects & NPI Mapping in GoEngage: A Deep Dive for Stronger Reporting
Nearly every component of CAP work—services, referrals, milestones, and outcomes—connects back to projects. When projects are inconsistent, reporting becomes messy. Whether you're preparing your CSBG Annual Report or aligning activities with ROMA goals, having clean, accurate project data is essential.
Our February workshop helps agencies create project structures that support clean, accurate, and compliant CSBG and NPI reporting.
Why CAP Agencies Struggle With Projects
Every service, note, referral, and milestone should tie back to a project. But when projects are created inconsistently, agencies see:
Issue | Resulting Problem |
|---|---|
Misaligned services | NPI indicators don’t populate |
Mismatched projects | Staff unsure where to log data |
No standard referral forms | Incomplete documentation |
No automated mapping | Manual spreadsheets |
This workshop shows agencies how to solve these issues through intentional project design.
What You’ll Learn
1. Setting Up Project Structures: Participants will learn to set up projects with:
Core project details
Assigned case managers
Connected services
Indicators and goals
This ensures consistency across departments.
2. Mapping NPI Outcomes Automatically: GoEngage eliminates spreadsheets by mapping:
Services → NPI indicators
Notes → Outcomes
Milestones → Reporting
When staff enter services or notes, the system automatically translates the data into NPI-aligned reporting.
3. Referral Form Templates: CAP agencies manage dozens of referral types — internal, community, housing, financial assistance, food resources, and more.
GoEngage helps you create:
Standardized referral forms
Templates for common referral pathways
Faster and more accurate service moments
4. Attendance & Notes Management: Ensure consistency across:
Program events
Group sessions
Workshops
Service notes
Sample NPI Mapping Table
Service Type | NPI Indicator | Auto-Mapped? |
|---|---|---|
Employment Coaching | NPI 1.1 | ✅ |
Housing Support | NPI 5.2 | ✅ |
Case Management Session | NPI 3.1 | ⚠️ Requires Setup |
Financial Literacy Class | NPI 2.1 | ✅ |
Who Should Attend?
CSBG program coordinators
Case management teams
Data/reporting specialists
Quality improvement staff
Project/program supervisors
CAP IT or database teams
Want cleaner NPI outcomes and more consistent project workflows?
Reserve your seat for our Deep Dive into Projects Mini CAP Workshop and learn how to build projects that support accurate reporting and strong program performance.
👉 Register for the February Projects Workshop
Or save 35% when you bundle all 10 workshops.
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By
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.
