ROMA Work Plans Made Easy: How GoEngage Helps CAP Agencies Strengthen Performance Management
ROMA Work Plans drive CAP agency performance — but most agencies struggle to connect goals, indicators, services, and reporting.
This workshop helps agencies build organized, audit-ready ROMA structures.
Why ROMA Work Plans Matter
Strong ROMA planning leads to:
Benefit | Description |
|---|---|
Clearer priorities | Staff know what they’re working toward |
Better alignment | CSBG goals tie directly to services |
Stronger narratives | Easier to tell your agency’s story |
Cleaner reporting | Fewer gaps, more accuracy |
Poor ROMA tracking leads to gaps in outcomes and rushed reporting.
What You’ll Learn
1. Adding & Managing ROMA Work Plans Learn how to build:
Goal structures
Indicator tracking
Manager assignments
Workflows
2. Configuring Workflows Track:
Progress
Assignments
Stages
Work timelines
3. Linking ROMA to Projects & Volunteers Connect:
ROMA → Projects → Services → Volunteers
4. Monitoring & Reporting Tools
Use GoEngage dashboards to see:
Goal progress
Indicators met/not met
Project alignment
Who Should Attend?
ROMA trainers
CSBG directors
Performance management staff
Quality improvement teams
Program supervisors
Make ROMA work plans easier, clearer, and more connected to your service delivery.
Join our ROMA Work Plan Mini CAP Workshop and learn how to set up workflows, link indicators, and monitor progress across your agency.
👉 Register for the April ROMA Workshop
Or save 35% when you bundle all 10 workshops.
Share this article:
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.
