FREE Power Hour: Setting Up a New Year: Year-End Activities and a Clean Start in GoEngage

Start the New Year Organized, Prepared, and Ready to Go!

A new year is the perfect opportunity to review your GoEngage setup, wrap up outstanding activities, and make sure your agency is prepared for what's ahead.

But with so many responsibilities across your program, it's easy to overlook important year-end tasks, rollover considerations, and setup details that can affect your team's work.

Are you confident your GoEngage database is ready for a fresh start?

Join us for this free, 60-minute GoEngage Power Hour, where we'll review important year-end activities, annual setup considerations, and practical checks to help your agency begin the new year organized and prepared.

Whether you're responsible for managing your agency's GoEngage configuration, maintaining accurate data, or supporting staff across departments, this session will help you better understand what to review, what to prepare, and what to keep in mind as your agency moves into a new year.

What We'll Cover

• Review Important Year-End Activities: Explore key tasks and considerations that can help your agency wrap up outstanding activities and maintain accurate, organized information in GoEngage.

• Understand Annual Setup and Rollover Considerations: Review important setup decisions, program-year considerations, and areas that may need attention when preparing for a new program year.

• Check Your Configuration and Data Readiness: Learn practical ways to review your existing setup, identify information that may need updating, and help ensure staff have the information and access they need.

• Avoid Common Setup Oversights: Discuss common issues agencies may encounter during annual transitions and learn proactive steps that can help prevent confusion, unnecessary corrections, and interruptions to daily workflows.

Recommended Setup for Hands-On Participation

For the best experience, we recommend using two screens or devices—one to watch the live Zoom workshop and another to work directly in GoEngage.

Don't have two monitors? No problem! Join Zoom from a tablet or second device while keeping your computer available for the hands-on activities.