Tracking client progress without spreadsheets

Case managers juggle complex, long-term client goals. A survivor needs job training, financial counseling, and childcare support. A youth in foster care pursues their GED while managing mental health treatment. Tracking all of this traditionally meant spreadsheets, paper files, and scattered notes.

Collaborate’s Goal Plans gives agencies one centralized system to create templates for common scenarios like educational goals, employment readiness, or housing stability. When a new client starts services, staff customize the template and track progress in real time.

Key capabilities:

• Template-based planning for common goal scenarios
• Granular status tracking with multiple achievement levels
• Team coordination so all providers see progress updates immediately
• Funder reporting that aggregates outcome data across hundreds of cases

Goal Plans turns fragmented tracking into organized, collaborative case management that serves clients better and simplifies reporting.

Head over to Collaborate’s website for the full story.