💻 Virtual

💻 Virtual

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Workshop

Workshop

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Open

Open

FREE Power Hour: Automate Your Follow-Ups: Simple Ways to Keep Work From Falling Through the Cracks

Setting Up a New Year: Year-End Activities and a Clean Start in GoEngage
FREE Power Hour: Automate Your Follow-Ups: Simple Ways to Keep Work From Falling Through the Cracks

⏰ Register by: 11/12/2027

⏰ Register by: 11/12/2027


2:00 – 3:00 PM ET

Keeping up with follow-ups shouldn't mean relying on sticky notes, spreadsheets, or memory. Discover how GoEngage can help your team stay organized, automate reminders, document follow-up activities, and ensure important tasks don't fall through the cracks. Learn practical ways to improve accountability, reduce manual work, and keep families and participants connected to the services they need.

Recommended Setup: For the best hands-on experience, we recommend using two screens or devices—one to watch the live Zoom session and another to work in GoEngage. A computer and tablet work great, too!

📅 Date & Time

Nov 16 - 2:00 – 3:00 ET

Nov 16 - 2:00 – 3:00 ET

🎟️ Cost

FREE

FREE

📍 Location

The Zoom link will be provided to registered attendees

Detailed agenda to come…

OVERVIEW

Enjoy curated learning sessions with limited participants (<26 per cohort), breakout sessions, networking, and office hours with faculty.

Less Chasing. Fewer Missed Tasks. Better Follow-Through.

Between family outreach, missing documentation, enrollment requirements, referrals, and ongoing services, Head Start staff have a lot to keep track of. When follow-ups depend on memory, handwritten notes, or separate tracking spreadsheets, important tasks can easily be overlooked.

What if GoEngage could help you stay one step ahead?

Join us for this FREE 60-minute GoEngage Power Hour to explore practical ways to streamline follow-up workflows, reduce repetitive administrative tasks, and help your team stay organized and accountable.

Whether you're following up with a family about missing enrollment documents, tracking a referral, monitoring attendance concerns, or making sure an important action is completed, GoEngage can help bring greater consistency and visibility to your daily work.

What You'll Learn

During this interactive session, we'll explore how to:

  • Keep important tasks on track: Use GoEngage tasking and follow-up tools to organize responsibilities and monitor outstanding actions.

  • Reduce manual reminders: Explore how automated notifications and reminders can help staff stay on top of time-sensitive activities.

  • Document follow-up activities: Maintain consistent records of outreach, communications, and actions taken so information is easier to find and review.

  • Improve team accountability: Help managers and staff understand what needs attention, who is responsible, and which follow-ups remain outstanding.

  • Support timely family engagement: Explore practical workflows for missing documentation, attendance concerns, referrals, and other common situations requiring follow-up.

  • Identify opportunities for automation: Recognize repetitive tasks that could benefit from more consistent, automated workflows.

Real-World Example: Following Up Without the Guesswork

Imagine a family hasn't submitted a required enrollment document.

Instead of relying on a handwritten reminder or remembering to check back later, your team uses GoEngage to support a more consistent follow-up process—identifying outstanding documentation, communicating with the family, recording outreach, and tracking the next steps.

The result? Less time chasing information, clearer documentation, and fewer opportunities for important tasks to be overlooked.

Why Attend?

When follow-ups are consistent and well-documented, your team can spend less time managing administrative details and more time supporting children and families.

You'll leave with practical ideas for using GoEngage to strengthen everyday workflows, improve communication, and create greater accountability across your program.

Free for GoEngage customers | 60 minutes | Practical, feature-focused learning

Don't let important follow-ups fall through the cracks. Join us and discover how to make GoEngage work harder for your team!

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.

Less Chasing. Fewer Missed Tasks. Better Follow-Through.

Between family outreach, missing documentation, enrollment requirements, referrals, and ongoing services, Head Start staff have a lot to keep track of. When follow-ups depend on memory, handwritten notes, or separate tracking spreadsheets, important tasks can easily be overlooked.

What if GoEngage could help you stay one step ahead?

Join us for this FREE 60-minute GoEngage Power Hour to explore practical ways to streamline follow-up workflows, reduce repetitive administrative tasks, and help your team stay organized and accountable.

Whether you're following up with a family about missing enrollment documents, tracking a referral, monitoring attendance concerns, or making sure an important action is completed, GoEngage can help bring greater consistency and visibility to your daily work.

What You'll Learn

During this interactive session, we'll explore how to:

  • Keep important tasks on track: Use GoEngage tasking and follow-up tools to organize responsibilities and monitor outstanding actions.

  • Reduce manual reminders: Explore how automated notifications and reminders can help staff stay on top of time-sensitive activities.

  • Document follow-up activities: Maintain consistent records of outreach, communications, and actions taken so information is easier to find and review.

  • Improve team accountability: Help managers and staff understand what needs attention, who is responsible, and which follow-ups remain outstanding.

  • Support timely family engagement: Explore practical workflows for missing documentation, attendance concerns, referrals, and other common situations requiring follow-up.

  • Identify opportunities for automation: Recognize repetitive tasks that could benefit from more consistent, automated workflows.

Real-World Example: Following Up Without the Guesswork

Imagine a family hasn't submitted a required enrollment document.

Instead of relying on a handwritten reminder or remembering to check back later, your team uses GoEngage to support a more consistent follow-up process—identifying outstanding documentation, communicating with the family, recording outreach, and tracking the next steps.

The result? Less time chasing information, clearer documentation, and fewer opportunities for important tasks to be overlooked.

Why Attend?

When follow-ups are consistent and well-documented, your team can spend less time managing administrative details and more time supporting children and families.

You'll leave with practical ideas for using GoEngage to strengthen everyday workflows, improve communication, and create greater accountability across your program.

Free for GoEngage customers | 60 minutes | Practical, feature-focused learning

Don't let important follow-ups fall through the cracks. Join us and discover how to make GoEngage work harder for your team!

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.

Who should attend?

Data Managers, Health Managers/Coordinators, Health Team Members, Nutrition Managers/Coordinators, Nutrition Team Members

Why directors should send their staff:

Better Follow-Ups Start with Better Systems—not More Work for Your Staff.

As a manager or director, you're responsible for ensuring important tasks are completed, families receive timely support, and staff follow through on program requirements. But when follow-ups are tracked through spreadsheets, sticky notes, or individual reminders, it can be difficult to know what's been completed, what's overdue, and where additional support is needed.

This GoEngage Power Hour will help you discover ways to create more consistent, accountable workflows across your program—without adding unnecessary administrative work.

Here's why this session is worth your time:

  • Improve Staff Accountability: Explore ways to establish clear responsibilities, track outstanding tasks, and ensure follow-ups are completed consistently.

  • Gain Better Visibility: Learn how GoEngage can help managers identify activities requiring attention and monitor follow-up progress without constantly checking in with individual staff.

  • Reduce Administrative Burden: Identify opportunities to automate repetitive reminders and follow-up activities so staff can spend more time supporting children and families.

  • Strengthen Program Compliance: Support timely documentation, consistent follow-through, and better recordkeeping for monitoring, reporting, and federal reviews.

  • Prevent Missed Opportunities: Discover ways to improve follow-up processes for attendance concerns, enrollment documentation, referrals, family engagement, and other time-sensitive activities.

  • Create Consistent Workflows Across Teams: Help ensure staff follow established procedures regardless of their role, location, or experience level.

The Leadership Takeaway

Effective follow-up shouldn't depend on how organized an individual staff member is. It should be built into your program's everyday processes.

Attend this session to learn how GoEngage can help you move from reactive problem-solving to proactive program management—with clearer expectations, stronger accountability, and fewer important tasks falling through the cracks.

Bring your team! Encourage family advocates, ERSEA staff, supervisors, and data managers to attend together so everyone can identify opportunities to improve follow-up workflows and put what they learn into practice.

AGENDA & REGISTRATION

Register now

Ready to join us? Here’s how to register:

  1. Log in to GoEngage. Go to Help > Sign up for an event.

  2. In the Shopping Cart tab, click the add new icon to add an event. Close.

  3. Click Place order now to download a PDF for approval and/or submit your order.

  4. Traveling to Reston? Book your stay at our recommended Hotel: Homewood Suites by Hilton Reston (includes Lyft to/from GoEngage Training Center)

📧 Questions?
Email us at Conference@GoEngage.app or call (800) 473-4780 — we’re happy to help!

Questions?

Email Conference@GoEngage.app or call (202) 888-6180.

Your seats are not reserved until after we receive your payment.

Cancellation Policy: Full Refund 15+ days in advance, Partial Refund 10-14 days in advance.

👋 Calling all Head Start and CAP agencies! See how to switch or Contact Sales: (800) 473-4780

👋 Calling all Head Start and CAP agencies! See how to switch or Contact Sales: (800) 473-4780

👋 Calling all Head Start and CAP agencies! See how to switch or Contact Sales: (800) 473-4780