The Casebook Blog

Casebook’s configurable platform can be adapted to suit the needs of many organizations, not just those in human services. Educational institutions specifically are ideal settings to deploy scalable cloud-based software. Not just for student case managers, Casebook is perfectly suited to aid teachers, counselors, and administrators in carrying out their diverse duties. Let’s see what it is about the academic environment that makes Casebook a model choice of software for schools of all kinds. Facilitating Tutorials and After school Programs Tracking the attendance and progress of students in after school clubs, tutorials, and programs provided by outside vendors can be challenging. Accurate documentation about these interactions is especially important for your school’s record-keeping, as well as for the student experience. Casebook deposits this information in a secure server accessible from your mobile device, making paper-based and on-premise digital records outdated and unwieldy by comparison. Administrators can then pull customized reports to gauge the success of these programs and their students. In addition, any accommodation that a student may need, such as extra time for an exam, are easily recorded and referenced directly within the platform. Because these kinds of details can often get lost in the normal hubbub of the school day, having a consistent, secure, and streamlined process for managing this data is a big step forward. With today’s educators expecting quick, digitally-based procedures in most contexts, it benefits your school to meet them where they are. How Casebook Handles ARD, IEPs, and 504s Given the importance of the Admission, Review, and Dismissal (ARD) process for students in special education, consistency in the documentation of student accommodations is critical. For students enrolled in Individualized Education Programs (IEP), schools have to maintain relevant health information, progress reports, restrictions, standardized test results, 504 accommodation plans, and more. Casebook makes this quick and painless, allowing your staff to log and track all accommodations provided to a student, track a student’s progress toward their goals, and document all the outcomes. Keeping confidential IEP records secure is elementary with Casebook. Schools that rely on hard copies of files can struggle to keep them safely locked away. However, granting or restricting access to these records is a simple click-by-click process with Casebook’s intuitive software. Faculty, staff, and volunteers can document their work in the platform, then easily pull reports when gathering data for an ARD or any other meeting. These benefits in particular make Casebook an optimal choice of software for schools. Feature-Rich Software for Schools of All Sizes Casebook’s mobile-optimized software equips educators with a range of configurable tools to help them do their crucial jobs. Volumes of paper files may now be discarded in favor of a single digital platform that you can access wirelessly. Off-duty discussions about students are no longer necessary, as these conversations can readily take place in a secure online forum. Counselors needn’t disrupt lessons by visiting classrooms to inquire after students anymore. This is all due to Casebook’s powerful yet simple features. Let’s look closer at the features that make Casebook particularly well-suited software for schools. Casebook’s configurable platform can be adapted to suit the needs of many organizations, not just those in human services. Educational institutions specifically are ideal settings to deploy scalable cloud-based software. Not just for student case managers, Casebook is perfectly suited to aid teachers, counselors, and administrators in carrying out their diverse duties. Let’s see what it is about the academic environment that makes Casebook a model choice of software for schools of all kinds. Facilitating Tutorials and After school Programs Tracking the attendance and progress of students in after school clubs, tutorials, and programs provided by outside vendors can be challenging. Accurate documentation about these interactions is especially important for your school’s record-keeping, as well as for the student experience. Casebook deposits this information in a secure server accessible from your mobile device, making paper-based and on-premise digital records outdated and unwieldy by comparison. Administrators can then pull customized reports to gauge the success of these programs and their students. In addition, any accommodation that a student may need, such as extra time for an exam, are easily recorded and referenced directly within the platform. Because these kinds of details can often get lost in the normal hubbub of the school day, having a consistent, secure, and streamlined process for managing this data is a big step forward. With today’s educators expecting quick, digitally-based procedures in most contexts, it benefits your school to meet them where they are. How Casebook Handles ARD, IEPs, and 504s Given the importance of the Admission, Review, and Dismissal (ARD) process for students in special education, consistency in the documentation of student accommodations is critical. For students enrolled in Individualized Education Programs (IEP), schools have to maintain relevant health information, progress reports, restrictions, standardized test results, 504 accommodation plans, and more. Casebook makes this quick and painless, allowing your staff to log and track all accommodations provided to a student, track a student’s progress toward their goals, and document all the outcomes. Keeping confidential IEP records secure is elementary with Casebook. Schools that rely on hard copies of files can struggle to keep them safely locked away. However, granting or restricting access to these records is a simple click-by-click process with Casebook’s intuitive software. Faculty, staff, and volunteers can document their work in the platform, then easily pull reports when gathering data for an ARD or any other meeting. These benefits in particular make Casebook an optimal choice of software for schools. Feature-Rich Software for Schools of All Sizes Casebook’s mobile-optimized software equips educators with a range of configurable tools to help them do their crucial jobs. Volumes of paper files may now be discarded in favor of a single digital platform that you can access wirelessly. Off-duty discussions about students are no longer necessary, as these conversations can readily take place in a secure online forum. Counselors needn’t disrupt lessons by visiting classrooms to inquire after students anymore. This is all due to Casebook’s powerful yet simple features. Let’s look closer at the features that make Casebook particularly well-suited software for schools. Casebook’s configurable platform can be adapted to suit the needs of many organizations, not just those in human services. Educational institutions specifically are ideal settings to deploy scalable cloud-based software. Not just for student case managers, Casebook is perfectly suited to aid teachers, counselors, and administrators in carrying out their diverse duties. Let’s see what it is about the academic environment that makes Casebook a model choice of software for schools of all kinds. Facilitating Tutorials and After school Programs Tracking the attendance and progress of students in after school clubs, tutorials, and programs provided by outside vendors can be challenging. Accurate documentation about these interactions is especially important for your school’s record-keeping, as well as for the student experience. Casebook deposits this information in a secure server accessible from your mobile device, making paper-based and on-premise digital records outdated and unwieldy by comparison. Administrators can then pull customized reports to gauge the success of these programs and their students. In addition, any accommodation that a student may need, such as extra time for an exam, are easily recorded and referenced directly within the platform. Because these kinds of details can often get lost in the normal hubbub of the school day, having a consistent, secure, and streamlined process for managing this data is a big step forward. With today’s educators expecting quick, digitally-based procedures in most contexts, it benefits your school to meet them where they are. How Casebook Handles ARD, IEPs, and 504s Given the importance of the Admission, Review, and Dismissal (ARD) process for students in special education, consistency in the documentation of student accommodations is critical. For students enrolled in Individualized Education Programs (IEP), schools have to maintain relevant health information, progress reports, restrictions, standardized test results, 504 accommodation plans, and more. Casebook makes this quick and painless, allowing your staff to log and track all accommodations provided to a student, track a student’s progress toward their goals, and document all the outcomes. Keeping confidential IEP records secure is elementary with Casebook. Schools that rely on hard copies of files can struggle to keep them safely locked away. However, granting or restricting access to these records is a simple click-by-click process with Casebook’s intuitive software. Faculty, staff, and volunteers can document their work in the platform, then easily pull reports when gathering data for an ARD or any other meeting. These benefits in particular make Casebook an optimal choice of software for schools. Feature-Rich Software for Schools of All Sizes Casebook’s mobile-optimized software equips educators with a range of configurable tools to help them do their crucial jobs. Volumes of paper files may now be discarded in favor of a single digital platform that you can access wirelessly. Off-duty discussions about students are no longer necessary, as these conversations can readily take place in a secure online forum. Counselors needn’t disrupt lessons by visiting classrooms to inquire after students anymore. This is all due to Casebook’s powerful yet simple features. Let’s look closer at the features that make Casebook particularly well-suited software for schools. Casebook’s configurable platform can be adapted to suit the needs of many organizations, not just those in human services. Educational institutions specifically are ideal settings to deploy scalable cloud-based software. Not just for student case managers, Casebook is perfectly suited to aid teachers, counselors, and administrators in carrying out their diverse duties. Let’s see what it is about the academic environment that makes Casebook a model choice of software for schools of all kinds. Facilitating Tutorials and After school Programs Tracking the attendance and progress of students in after school clubs, tutorials, and programs provided by outside vendors can be challenging. Accurate documentation about these interactions is especially important for your school’s record-keeping, as well as for the student experience. Casebook deposits this information in a secure server accessible from your mobile device, making paper-based and on-premise digital records outdated and unwieldy by comparison. Administrators can then pull customized reports to gauge the success of these programs and their students. In addition, any accommodation that a student may need, such as extra time for an exam, are easily recorded and referenced directly within the platform. Because these kinds of details can often get lost in the normal hubbub of the school day, having a consistent, secure, and streamlined process for managing this data is a big step forward. With today’s educators expecting quick, digitally-based procedures in most contexts, it benefits your school to meet them where they are. How Casebook Handles ARD, IEPs, and 504s Given the importance of the Admission, Review, and Dismissal (ARD) process for students in special education, consistency in the documentation of student accommodations is critical. For students enrolled in Individualized Education Programs (IEP), schools have to maintain relevant health information, progress reports, restrictions, standardized test results, 504 accommodation plans, and more. Casebook makes this quick and painless, allowing your staff to log and track all accommodations provided to a student, track a student’s progress toward their goals, and document all the outcomes. Keeping confidential IEP records secure is elementary with Casebook. Schools that rely on hard copies of files can struggle to keep them safely locked away. However, granting or restricting access to these records is a simple click-by-click process with Casebook’s intuitive software. Faculty, staff, and volunteers can document their work in the platform, then easily pull reports when gathering data for an ARD or any other meeting. These benefits in particular make Casebook an optimal choice of software for schools. Feature-Rich Software for Schools of All Sizes Casebook’s mobile-optimized software equips educators with a range of configurable tools to help them do their crucial jobs. Volumes of paper files may now be discarded in favor of a single digital platform that you can access wirelessly. Off-duty discussions about students are no longer necessary, as these conversations can readily take place in a secure online forum. Counselors needn’t disrupt lessons by visiting classrooms to inquire after students anymore. This is all due to Casebook’s powerful yet simple features. Let’s look closer at the features that make Casebook particularly well-suited software for schools. Casebook’s configurable platform can be adapted to suit the needs of many organizations, not just those in human services. Educational institutions specifically are ideal settings to deploy scalable cloud-based software. Not just for student case managers, Casebook is perfectly suited to aid teachers, counselors, and administrators in carrying out their diverse duties. Let’s see what it is about the academic environment that makes Casebook a model choice of software for schools of all kinds. Facilitating Tutorials and After school Programs Tracking the attendance and progress of students in after school clubs, tutorials, and programs provided by outside vendors can be challenging. Accurate documentation about these interactions is especially important for your school’s record-keeping, as well as for the student experience. Casebook deposits this information in a secure server accessible from your mobile device, making paper-based and on-premise digital records outdated and unwieldy by comparison. Administrators can then pull customized reports to gauge the success of these programs and their students. In addition, any accommodation that a student may need, such as extra time for an exam, are easily recorded and referenced directly within the platform. Because these kinds of details can often get lost in the normal hubbub of the school day, having a consistent, secure, and streamlined process for managing this data is a big step forward. With today’s educators expecting quick, digitally-based procedures in most contexts, it benefits your school to meet them where they are. How Casebook Handles ARD, IEPs, and 504s Given the importance of the Admission, Review, and Dismissal (ARD) process for students in special education, consistency in the documentation of student accommodations is critical. For students enrolled in Individualized Education Programs (IEP), schools have to maintain relevant health information, progress reports, restrictions, standardized test results, 504 accommodation plans, and more. Casebook makes this quick and painless, allowing your staff to log and track all accommodations provided to a student, track a student’s progress toward their goals, and document all the outcomes. Keeping confidential IEP records secure is elementary with Casebook. Schools that rely on hard copies of files can struggle to keep them safely locked away. However, granting or restricting access to these records is a simple click-by-click process with Casebook’s intuitive software. Faculty, staff, and volunteers can document their work in the platform, then easily pull reports when gathering data for an ARD or any other meeting. These benefits in particular make Casebook an optimal choice of software for schools. Feature-Rich Software for Schools of All Sizes Casebook’s mobile-optimized software equips educators with a range of configurable tools to help them do their crucial jobs. Volumes of paper files may now be discarded in favor of a single digital platform that you can access wirelessly. Off-duty discussions about students are no longer necessary, as these conversations can readily take place in a secure online forum. Counselors needn’t disrupt lessons by visiting classrooms to inquire after students anymore. This is all due to Casebook’s powerful yet simple features. Let’s look closer at the features that make Casebook particularly well-suited software for schools. Casebook’s configurable platform can be adapted to suit the needs of many organizations, not just those in human services. Educational institutions specifically are ideal settings to deploy scalable cloud-based software. Not just for student case managers, Casebook is perfectly suited to aid teachers, counselors, and administrators in carrying out their diverse duties. Let’s see what it is about the academic environment that makes Casebook a model choice of software for schools of all kinds. Facilitating Tutorials and After school Programs Tracking the attendance and progress of students in after school clubs, tutorials, and programs provided by outside vendors can be challenging. Accurate documentation about these interactions is especially important for your school’s record-keeping, as well as for the student experience. Casebook deposits this information in a secure server accessible from your mobile device, making paper-based and on-premise digital records outdated and unwieldy by comparison. Administrators can then pull customized reports to gauge the success of these programs and their students. In addition, any accommodation that a student may need, such as extra time for an exam, are easily recorded and referenced directly within the platform. Because these kinds of details can often get lost in the normal hubbub of the school day, having a consistent, secure, and streamlined process for managing this data is a big step forward. With today’s educators expecting quick, digitally-based procedures in most contexts, it benefits your school to meet them where they are. How Casebook Handles ARD, IEPs, and 504s Given the importance of the Admission, Review, and Dismissal (ARD) process for students in special education, consistency in the documentation of student accommodations is critical. For students enrolled in Individualized Education Programs (IEP), schools have to maintain relevant health information, progress reports, restrictions, standardized test results, 504 accommodation plans, and more. Casebook makes this quick and painless, allowing your staff to log and track all accommodations provided to a student, track a student’s progress toward their goals, and document all the outcomes. Keeping confidential IEP records secure is elementary with Casebook. Schools that rely on hard copies of files can struggle to keep them safely locked away. However, granting or restricting access to these records is a simple click-by-click process with Casebook’s intuitive software. Faculty, staff, and volunteers can document their work in the platform, then easily pull reports when gathering data for an ARD or any other meeting. These benefits in particular make Casebook an optimal choice of software for schools. Feature-Rich Software for Schools of All Sizes Casebook’s mobile-optimized software equips educators with a range of configurable tools to help them do their crucial jobs. Volumes of paper files may now be discarded in favor of a single digital platform that you can access wirelessly. Off-duty discussions about students are no longer necessary, as these conversations can readily take place in a secure online forum. Counselors needn’t disrupt lessons by visiting classrooms to inquire after students anymore. This is all due to Casebook’s powerful yet simple features. Let’s look closer at the features that make Casebook particularly well-suited software for schools. Casebook’s configurable platform can be adapted to suit the needs of many organizations, not just those in human services. Educational institutions specifically are ideal settings to deploy scalable cloud-based software. Not just for student case managers, Casebook is perfectly suited to aid teachers, counselors, and administrators in carrying out their diverse duties. Let’s see what it is about the academic environment that makes Casebook a model choice of software for schools of all kinds. Facilitating Tutorials and After school Programs Tracking the attendance and progress of students in after school clubs, tutorials, and programs provided by outside vendors can be challenging. Accurate documentation about these interactions is especially important for your school’s record-keeping, as well as for the student experience. Casebook deposits this information in a secure server accessible from your mobile device, making paper-based and on-premise digital records outdated and unwieldy by comparison. Administrators can then pull customized reports to gauge the success of these programs and their students. In addition, any accommodation that a student may need, such as extra time for an exam, are easily recorded and referenced directly within the platform. Because these kinds of details can often get lost in the normal hubbub of the school day, having a consistent, secure, and streamlined process for managing this data is a big step forward. With today’s educators expecting quick, digitally-based procedures in most contexts, it benefits your school to meet them where they are. How Casebook Handles ARD, IEPs, and 504s Given the importance of the Admission, Review, and Dismissal (ARD) process for students in special education, consistency in the documentation of student accommodations is critical. For students enrolled in Individualized Education Programs (IEP), schools have to maintain relevant health information, progress reports, restrictions, standardized test results, 504 accommodation plans, and more. Casebook makes this quick and painless, allowing your staff to log and track all accommodations provided to a student, track a student’s progress toward their goals, and document all the outcomes. Keeping confidential IEP records secure is elementary with Casebook. Schools that rely on hard copies of files can struggle to keep them safely locked away. However, granting or restricting access to these records is a simple click-by-click process with Casebook’s intuitive software. Faculty, staff, and volunteers can document their work in the platform, then easily pull reports when gathering data for an ARD or any other meeting. These benefits in particular make Casebook an optimal choice of software for schools. Feature-Rich Software for Schools of All Sizes Casebook’s mobile-optimized software equips educators with a range of configurable tools to help them do their crucial jobs. Volumes of paper files may now be discarded in favor of a single digital platform that you can access wirelessly. Off-duty discussions about students are no longer necessary, as these conversations can readily take place in a secure online forum. Counselors needn’t disrupt lessons by visiting classrooms to inquire after students anymore. This is all due to Casebook’s powerful yet simple features. Let’s look closer at the features that make Casebook particularly well-suited software for schools. Casebook’s configurable platform can be adapted to suit the needs of many organizations, not just those in human services. Educational institutions specifically are ideal settings to deploy scalable cloud-based software. Not just for student case managers, Casebook is perfectly suited to aid teachers, counselors, and administrators in carrying out their diverse duties. Let’s see what it is about the academic environment that makes Casebook a model choice of software for schools of all kinds. Facilitating Tutorials and After school Programs Tracking the attendance and progress of students in after school clubs, tutorials, and programs provided by outside vendors can be challenging. Accurate documentation about these interactions is especially important for your school’s record-keeping, as well as for the student experience. Casebook deposits this information in a secure server accessible from your mobile device, making paper-based and on-premise digital records outdated and unwieldy by comparison. Administrators can then pull customized reports to gauge the success of these programs and their students. In addition, any accommodation that a student may need, such as extra time for an exam, are easily recorded and referenced directly within the platform. Because these kinds of details can often get lost in the normal hubbub of the school day, having a consistent, secure, and streamlined process for managing this data is a big step forward. With today’s educators expecting quick, digitally-based procedures in most contexts, it benefits your school to meet them where they are. How Casebook Handles ARD, IEPs, and 504s Given the importance of the Admission, Review, and Dismissal (ARD) process for students in special education, consistency in the documentation of student accommodations is critical. For students enrolled in Individualized Education Programs (IEP), schools have to maintain relevant health information, progress reports, restrictions, standardized test results, 504 accommodation plans, and more. Casebook makes this quick and painless, allowing your staff to log and track all accommodations provided to a student, track a student’s progress toward their goals, and document all the outcomes. Keeping confidential IEP records secure is elementary with Casebook. Schools that rely on hard copies of files can struggle to keep them safely locked away. However, granting or restricting access to these records is a simple click-by-click process with Casebook’s intuitive software. Faculty, staff, and volunteers can document their work in the platform, then easily pull reports when gathering data for an ARD or any other meeting. These benefits in particular make Casebook an optimal choice of software for schools. Feature-Rich Software for Schools of All Sizes Casebook’s mobile-optimized software equips educators with a range of configurable tools to help them do their crucial jobs. Volumes of paper files may now be discarded in favor of a single digital platform that you can access wirelessly. Off-duty discussions about students are no longer necessary, as these conversations can readily take place in a secure online forum. Counselors needn’t disrupt lessons by visiting classrooms to inquire after students anymore. This is all due to Casebook’s powerful yet simple features. Let’s look closer at the features that make Casebook particularly well-suited software for schools. Casebook’s configurable platform can be adapted to suit the needs of many organizations, not just those in human services. Educational institutions specifically are ideal settings to deploy scalable cloud-based software. Not just for student case managers, Casebook is perfectly suited to aid teachers, counselors, and administrators in carrying out their diverse duties. Let’s see what it is about the academic environment that makes Casebook a model choice of software for schools of all kinds. Facilitating Tutorials and After school Programs Tracking the attendance and progress of students in after school clubs, tutorials, and programs provided by outside vendors can be challenging. Accurate documentation about these interactions is especially important for your school’s record-keeping, as well as for the student experience. Casebook deposits this information in a secure server accessible from your mobile device, making paper-based and on-premise digital records outdated and unwieldy by comparison. Administrators can then pull customized reports to gauge the success of these programs and their students. In addition, any accommodation that a student may need, such as extra time for an exam, are easily recorded and referenced directly within the platform. Because these kinds of details can often get lost in the normal hubbub of the school day, having a consistent, secure, and streamlined process for managing this data is a big step forward. With today’s educators expecting quick, digitally-based procedures in most contexts, it benefits your school to meet them where they are. How Casebook Handles ARD, IEPs, and 504s Given the importance of the Admission, Review, and Dismissal (ARD) process for students in special education, consistency in the documentation of student accommodations is critical. For students enrolled in Individualized Education Programs (IEP), schools have to maintain relevant health information, progress reports, restrictions, standardized test results, 504 accommodation plans, and more. Casebook makes this quick and painless, allowing your staff to log and track all accommodations provided to a student, track a student’s progress toward their goals, and document all the outcomes. Keeping confidential IEP records secure is elementary with Casebook. Schools that rely on hard copies of files can struggle to keep them safely locked away. However, granting or restricting access to these records is a simple click-by-click process with Casebook’s intuitive software. Faculty, staff, and volunteers can document their work in the platform, then easily pull reports when gathering data for an ARD or any other meeting. These benefits in particular make Casebook an optimal choice of software for schools. Feature-Rich Software for Schools of All Sizes Casebook’s mobile-optimized software equips educators with a range of configurable tools to help them do their crucial jobs. Volumes of paper files may now be discarded in favor of a single digital platform that you can access wirelessly. Off-duty discussions about students are no longer necessary, as these conversations can readily take place in a secure online forum. Counselors needn’t disrupt lessons by visiting classrooms to inquire after students anymore. This is all due to Casebook’s powerful yet simple features. Let’s look closer at the features that make Casebook particularly well-suited software for schools. Casebook’s configurable platform can be adapted to suit the needs of many organizations, not just those in human services. Educational institutions specifically are ideal settings to deploy scalable cloud-based software. Not just for student case managers, Casebook is perfectly suited to aid teachers, counselors, and administrators in carrying out their diverse duties. Let’s see what it is about the academic environment that makes Casebook a model choice of software for schools of all kinds. Facilitating Tutorials and After school Programs Tracking the attendance and progress of students in after school clubs, tutorials, and programs provided by outside vendors can be challenging. Accurate documentation about these interactions is especially important for your school’s record-keeping, as well as for the student experience. Casebook deposits this information in a secure server accessible from your mobile device, making paper-based and on-premise digital records outdated and unwieldy by comparison. Administrators can then pull customized reports to gauge the success of these programs and their students. In addition, any accommodation that a student may need, such as extra time for an exam, are easily recorded and referenced directly within the platform. Because these kinds of details can often get lost in the normal hubbub of the school day, having a consistent, secure, and streamlined process for managing this data is a big step forward. With today’s educators expecting quick, digitally-based procedures in most contexts, it benefits your school to meet them where they are. How Casebook Handles ARD, IEPs, and 504s Given the importance of the Admission, Review, and Dismissal (ARD) process for students in special education, consistency in the documentation of student accommodations is critical. For students enrolled in Individualized Education Programs (IEP), schools have to maintain relevant health information, progress reports, restrictions, standardized test results, 504 accommodation plans, and more. Casebook makes this quick and painless, allowing your staff to log and track all accommodations provided to a student, track a student’s progress toward their goals, and document all the outcomes. Keeping confidential IEP records secure is elementary with Casebook. Schools that rely on hard copies of files can struggle to keep them safely locked away. However, granting or restricting access to these records is a simple click-by-click process with Casebook’s intuitive software. Faculty, staff, and volunteers can document their work in the platform, then easily pull reports when gathering data for an ARD or any other meeting. These benefits in particular make Casebook an optimal choice of software for schools. Feature-Rich Software for Schools of All Sizes Casebook’s mobile-optimized software equips educators with a range of configurable tools to help them do their crucial jobs. Volumes of paper files may now be discarded in favor of a single digital platform that you can access wirelessly. Off-duty discussions about students are no longer necessary, as these conversations can readily take place in a secure online forum. Counselors needn’t disrupt lessons by visiting classrooms to inquire after students anymore. This is all due to Casebook’s powerful yet simple features. Let’s look closer at the features that make Casebook particularly well-suited software for schools.

Using Casebook's API to Connect your Human Services Technology With human services and case work playing such a large role in community programs and impacting the lives or countless of individuals and families, one would imagine that funds to grow and improve such efforts are made readily available. Moreover, with the superabundance of new technology and software that is shaping our every day, it would not be a far leap to assume that technology innovations to tackle and fix these fundamental human challenges would be abundant. However, the funding and technology to drive forward social change is far less frequent and technology more outdated than many other industries. Furthermore, some of the greatest benefits of the tools at our disposal nowadays are realized only when multiple, specialized applications are able to share information with another. Having worked with several Fortune 500 companies on their IT infrastructure, it was not uncommon to see dozens of business critical systems, and many more dozens of supplemental systems across their environment. The critical aspect needed to allow workers within the organization to efficiently execute the organizations objective without being loaded down with administrative tasks, was the dozens or hundreds of systems' ability to share information. Every great person is often made up of the support of the network of people they are surrounded by. So too, does the quality of the IT landscape of your organization and interoperability determine how much time employees and volunteers spend with administrative tasks and the communication of information that could happen automatically. In Practice While our origins are in foster and adoption care, the need to capture an individuals journey with details about services, interactions, and considerations that are made along the way are key to most human services organizations. Beyond having the basic data entry components needed for case management, Casebook PBC offers a framework and structure to capturing details about your organizations journey with the clients, communities, and partner providers you serve. As such, much of the data needed for supporting operations, whether financial data, client’s information, or organization level information, is already present and updated naturally as the system is used. With the data already present in each of Casebook’s business applications during day to day operations, contributory activities performed in specialized and mandated systems won’t require special processes to first obtain the necessary data. By configuring and customizing Casebook’s platform to align and guide your organization's core activities, we have seen significant reductions in data entry time, duplication of information and efforts, and a renewed ability to increase the time spent with the chore mission in your community. Casebook’s API First Methodology Casebook is built with API first in mind, resulting in all of the fields that are used in the web based service to be available for integration. Using Casebook's API to Connect your Human Services Technology With human services and case work playing such a large role in community programs and impacting the lives or countless of individuals and families, one would imagine that funds to grow and improve such efforts are made readily available. Moreover, with the superabundance of new technology and software that is shaping our every day, it would not be a far leap to assume that technology innovations to tackle and fix these fundamental human challenges would be abundant. However, the funding and technology to drive forward social change is far less frequent and technology more outdated than many other industries. Furthermore, some of the greatest benefits of the tools at our disposal nowadays are realized only when multiple, specialized applications are able to share information with another. Having worked with several Fortune 500 companies on their IT infrastructure, it was not uncommon to see dozens of business critical systems, and many more dozens of supplemental systems across their environment. The critical aspect needed to allow workers within the organization to efficiently execute the organizations objective without being loaded down with administrative tasks, was the dozens or hundreds of systems' ability to share information. Every great person is often made up of the support of the network of people they are surrounded by. So too, does the quality of the IT landscape of your organization and interoperability determine how much time employees and volunteers spend with administrative tasks and the communication of information that could happen automatically. In Practice While our origins are in foster and adoption care, the need to capture an individuals journey with details about services, interactions, and considerations that are made along the way are key to most human services organizations. Beyond having the basic data entry components needed for case management, Casebook PBC offers a framework and structure to capturing details about your organizations journey with the clients, communities, and partner providers you serve. As such, much of the data needed for supporting operations, whether financial data, client’s information, or organization level information, is already present and updated naturally as the system is used. With the data already present in each of Casebook’s business applications during day to day operations, contributory activities performed in specialized and mandated systems won’t require special processes to first obtain the necessary data. By configuring and customizing Casebook’s platform to align and guide your organization's core activities, we have seen significant reductions in data entry time, duplication of information and efforts, and a renewed ability to increase the time spent with the chore mission in your community. Casebook’s API First Methodology Casebook is built with API first in mind, resulting in all of the fields that are used in the web based service to be available for integration. Using Casebook's API to Connect your Human Services Technology With human services and case work playing such a large role in community programs and impacting the lives or countless of individuals and families, one would imagine that funds to grow and improve such efforts are made readily available. Moreover, with the superabundance of new technology and software that is shaping our every day, it would not be a far leap to assume that technology innovations to tackle and fix these fundamental human challenges would be abundant. However, the funding and technology to drive forward social change is far less frequent and technology more outdated than many other industries. Furthermore, some of the greatest benefits of the tools at our disposal nowadays are realized only when multiple, specialized applications are able to share information with another. Having worked with several Fortune 500 companies on their IT infrastructure, it was not uncommon to see dozens of business critical systems, and many more dozens of supplemental systems across their environment. The critical aspect needed to allow workers within the organization to efficiently execute the organizations objective without being loaded down with administrative tasks, was the dozens or hundreds of systems' ability to share information. Every great person is often made up of the support of the network of people they are surrounded by. So too, does the quality of the IT landscape of your organization and interoperability determine how much time employees and volunteers spend with administrative tasks and the communication of information that could happen automatically. In Practice While our origins are in foster and adoption care, the need to capture an individuals journey with details about services, interactions, and considerations that are made along the way are key to most human services organizations. Beyond having the basic data entry components needed for case management, Casebook PBC offers a framework and structure to capturing details about your organizations journey with the clients, communities, and partner providers you serve. As such, much of the data needed for supporting operations, whether financial data, client’s information, or organization level information, is already present and updated naturally as the system is used. With the data already present in each of Casebook’s business applications during day to day operations, contributory activities performed in specialized and mandated systems won’t require special processes to first obtain the necessary data. By configuring and customizing Casebook’s platform to align and guide your organization's core activities, we have seen significant reductions in data entry time, duplication of information and efforts, and a renewed ability to increase the time spent with the chore mission in your community. Casebook’s API First Methodology Casebook is built with API first in mind, resulting in all of the fields that are used in the web based service to be available for integration. Using Casebook's API to Connect your Human Services Technology With human services and case work playing such a large role in community programs and impacting the lives or countless of individuals and families, one would imagine that funds to grow and improve such efforts are made readily available. Moreover, with the superabundance of new technology and software that is shaping our every day, it would not be a far leap to assume that technology innovations to tackle and fix these fundamental human challenges would be abundant. However, the funding and technology to drive forward social change is far less frequent and technology more outdated than many other industries. Furthermore, some of the greatest benefits of the tools at our disposal nowadays are realized only when multiple, specialized applications are able to share information with another. Having worked with several Fortune 500 companies on their IT infrastructure, it was not uncommon to see dozens of business critical systems, and many more dozens of supplemental systems across their environment. The critical aspect needed to allow workers within the organization to efficiently execute the organizations objective without being loaded down with administrative tasks, was the dozens or hundreds of systems' ability to share information. Every great person is often made up of the support of the network of people they are surrounded by. So too, does the quality of the IT landscape of your organization and interoperability determine how much time employees and volunteers spend with administrative tasks and the communication of information that could happen automatically. In Practice While our origins are in foster and adoption care, the need to capture an individuals journey with details about services, interactions, and considerations that are made along the way are key to most human services organizations. Beyond having the basic data entry components needed for case management, Casebook PBC offers a framework and structure to capturing details about your organizations journey with the clients, communities, and partner providers you serve. As such, much of the data needed for supporting operations, whether financial data, client’s information, or organization level information, is already present and updated naturally as the system is used. With the data already present in each of Casebook’s business applications during day to day operations, contributory activities performed in specialized and mandated systems won’t require special processes to first obtain the necessary data. By configuring and customizing Casebook’s platform to align and guide your organization's core activities, we have seen significant reductions in data entry time, duplication of information and efforts, and a renewed ability to increase the time spent with the chore mission in your community. Casebook’s API First Methodology Casebook is built with API first in mind, resulting in all of the fields that are used in the web based service to be available for integration. Using Casebook's API to Connect your Human Services Technology With human services and case work playing such a large role in community programs and impacting the lives or countless of individuals and families, one would imagine that funds to grow and improve such efforts are made readily available. Moreover, with the superabundance of new technology and software that is shaping our every day, it would not be a far leap to assume that technology innovations to tackle and fix these fundamental human challenges would be abundant. However, the funding and technology to drive forward social change is far less frequent and technology more outdated than many other industries. Furthermore, some of the greatest benefits of the tools at our disposal nowadays are realized only when multiple, specialized applications are able to share information with another. Having worked with several Fortune 500 companies on their IT infrastructure, it was not uncommon to see dozens of business critical systems, and many more dozens of supplemental systems across their environment. The critical aspect needed to allow workers within the organization to efficiently execute the organizations objective without being loaded down with administrative tasks, was the dozens or hundreds of systems' ability to share information. Every great person is often made up of the support of the network of people they are surrounded by. So too, does the quality of the IT landscape of your organization and interoperability determine how much time employees and volunteers spend with administrative tasks and the communication of information that could happen automatically. In Practice While our origins are in foster and adoption care, the need to capture an individuals journey with details about services, interactions, and considerations that are made along the way are key to most human services organizations. Beyond having the basic data entry components needed for case management, Casebook PBC offers a framework and structure to capturing details about your organizations journey with the clients, communities, and partner providers you serve. As such, much of the data needed for supporting operations, whether financial data, client’s information, or organization level information, is already present and updated naturally as the system is used. With the data already present in each of Casebook’s business applications during day to day operations, contributory activities performed in specialized and mandated systems won’t require special processes to first obtain the necessary data. By configuring and customizing Casebook’s platform to align and guide your organization's core activities, we have seen significant reductions in data entry time, duplication of information and efforts, and a renewed ability to increase the time spent with the chore mission in your community. Casebook’s API First Methodology Casebook is built with API first in mind, resulting in all of the fields that are used in the web based service to be available for integration. Using Casebook's API to Connect your Human Services Technology With human services and case work playing such a large role in community programs and impacting the lives or countless of individuals and families, one would imagine that funds to grow and improve such efforts are made readily available. Moreover, with the superabundance of new technology and software that is shaping our every day, it would not be a far leap to assume that technology innovations to tackle and fix these fundamental human challenges would be abundant. However, the funding and technology to drive forward social change is far less frequent and technology more outdated than many other industries. Furthermore, some of the greatest benefits of the tools at our disposal nowadays are realized only when multiple, specialized applications are able to share information with another. Having worked with several Fortune 500 companies on their IT infrastructure, it was not uncommon to see dozens of business critical systems, and many more dozens of supplemental systems across their environment. The critical aspect needed to allow workers within the organization to efficiently execute the organizations objective without being loaded down with administrative tasks, was the dozens or hundreds of systems' ability to share information. Every great person is often made up of the support of the network of people they are surrounded by. So too, does the quality of the IT landscape of your organization and interoperability determine how much time employees and volunteers spend with administrative tasks and the communication of information that could happen automatically. In Practice While our origins are in foster and adoption care, the need to capture an individuals journey with details about services, interactions, and considerations that are made along the way are key to most human services organizations. Beyond having the basic data entry components needed for case management, Casebook PBC offers a framework and structure to capturing details about your organizations journey with the clients, communities, and partner providers you serve. As such, much of the data needed for supporting operations, whether financial data, client’s information, or organization level information, is already present and updated naturally as the system is used. With the data already present in each of Casebook’s business applications during day to day operations, contributory activities performed in specialized and mandated systems won’t require special processes to first obtain the necessary data. By configuring and customizing Casebook’s platform to align and guide your organization's core activities, we have seen significant reductions in data entry time, duplication of information and efforts, and a renewed ability to increase the time spent with the chore mission in your community. Casebook’s API First Methodology Casebook is built with API first in mind, resulting in all of the fields that are used in the web based service to be available for integration. Using Casebook's API to Connect your Human Services Technology With human services and case work playing such a large role in community programs and impacting the lives or countless of individuals and families, one would imagine that funds to grow and improve such efforts are made readily available. Moreover, with the superabundance of new technology and software that is shaping our every day, it would not be a far leap to assume that technology innovations to tackle and fix these fundamental human challenges would be abundant. However, the funding and technology to drive forward social change is far less frequent and technology more outdated than many other industries. Furthermore, some of the greatest benefits of the tools at our disposal nowadays are realized only when multiple, specialized applications are able to share information with another. Having worked with several Fortune 500 companies on their IT infrastructure, it was not uncommon to see dozens of business critical systems, and many more dozens of supplemental systems across their environment. The critical aspect needed to allow workers within the organization to efficiently execute the organizations objective without being loaded down with administrative tasks, was the dozens or hundreds of systems' ability to share information. Every great person is often made up of the support of the network of people they are surrounded by. So too, does the quality of the IT landscape of your organization and interoperability determine how much time employees and volunteers spend with administrative tasks and the communication of information that could happen automatically. In Practice While our origins are in foster and adoption care, the need to capture an individuals journey with details about services, interactions, and considerations that are made along the way are key to most human services organizations. Beyond having the basic data entry components needed for case management, Casebook PBC offers a framework and structure to capturing details about your organizations journey with the clients, communities, and partner providers you serve. As such, much of the data needed for supporting operations, whether financial data, client’s information, or organization level information, is already present and updated naturally as the system is used. With the data already present in each of Casebook’s business applications during day to day operations, contributory activities performed in specialized and mandated systems won’t require special processes to first obtain the necessary data. By configuring and customizing Casebook’s platform to align and guide your organization's core activities, we have seen significant reductions in data entry time, duplication of information and efforts, and a renewed ability to increase the time spent with the chore mission in your community. Casebook’s API First Methodology Casebook is built with API first in mind, resulting in all of the fields that are used in the web based service to be available for integration. Using Casebook's API to Connect your Human Services Technology With human services and case work playing such a large role in community programs and impacting the lives or countless of individuals and families, one would imagine that funds to grow and improve such efforts are made readily available. Moreover, with the superabundance of new technology and software that is shaping our every day, it would not be a far leap to assume that technology innovations to tackle and fix these fundamental human challenges would be abundant. However, the funding and technology to drive forward social change is far less frequent and technology more outdated than many other industries. Furthermore, some of the greatest benefits of the tools at our disposal nowadays are realized only when multiple, specialized applications are able to share information with another. Having worked with several Fortune 500 companies on their IT infrastructure, it was not uncommon to see dozens of business critical systems, and many more dozens of supplemental systems across their environment. The critical aspect needed to allow workers within the organization to efficiently execute the organizations objective without being loaded down with administrative tasks, was the dozens or hundreds of systems' ability to share information. Every great person is often made up of the support of the network of people they are surrounded by. So too, does the quality of the IT landscape of your organization and interoperability determine how much time employees and volunteers spend with administrative tasks and the communication of information that could happen automatically. In Practice While our origins are in foster and adoption care, the need to capture an individuals journey with details about services, interactions, and considerations that are made along the way are key to most human services organizations. Beyond having the basic data entry components needed for case management, Casebook PBC offers a framework and structure to capturing details about your organizations journey with the clients, communities, and partner providers you serve. As such, much of the data needed for supporting operations, whether financial data, client’s information, or organization level information, is already present and updated naturally as the system is used. With the data already present in each of Casebook’s business applications during day to day operations, contributory activities performed in specialized and mandated systems won’t require special processes to first obtain the necessary data. By configuring and customizing Casebook’s platform to align and guide your organization's core activities, we have seen significant reductions in data entry time, duplication of information and efforts, and a renewed ability to increase the time spent with the chore mission in your community. Casebook’s API First Methodology Casebook is built with API first in mind, resulting in all of the fields that are used in the web based service to be available for integration. Using Casebook's API to Connect your Human Services Technology With human services and case work playing such a large role in community programs and impacting the lives or countless of individuals and families, one would imagine that funds to grow and improve such efforts are made readily available. Moreover, with the superabundance of new technology and software that is shaping our every day, it would not be a far leap to assume that technology innovations to tackle and fix these fundamental human challenges would be abundant. However, the funding and technology to drive forward social change is far less frequent and technology more outdated than many other industries. Furthermore, some of the greatest benefits of the tools at our disposal nowadays are realized only when multiple, specialized applications are able to share information with another. Having worked with several Fortune 500 companies on their IT infrastructure, it was not uncommon to see dozens of business critical systems, and many more dozens of supplemental systems across their environment. The critical aspect needed to allow workers within the organization to efficiently execute the organizations objective without being loaded down with administrative tasks, was the dozens or hundreds of systems' ability to share information. Every great person is often made up of the support of the network of people they are surrounded by. So too, does the quality of the IT landscape of your organization and interoperability determine how much time employees and volunteers spend with administrative tasks and the communication of information that could happen automatically. In Practice While our origins are in foster and adoption care, the need to capture an individuals journey with details about services, interactions, and considerations that are made along the way are key to most human services organizations. Beyond having the basic data entry components needed for case management, Casebook PBC offers a framework and structure to capturing details about your organizations journey with the clients, communities, and partner providers you serve. As such, much of the data needed for supporting operations, whether financial data, client’s information, or organization level information, is already present and updated naturally as the system is used. With the data already present in each of Casebook’s business applications during day to day operations, contributory activities performed in specialized and mandated systems won’t require special processes to first obtain the necessary data. By configuring and customizing Casebook’s platform to align and guide your organization's core activities, we have seen significant reductions in data entry time, duplication of information and efforts, and a renewed ability to increase the time spent with the chore mission in your community. Casebook’s API First Methodology Casebook is built with API first in mind, resulting in all of the fields that are used in the web based service to be available for integration. Using Casebook's API to Connect your Human Services Technology With human services and case work playing such a large role in community programs and impacting the lives or countless of individuals and families, one would imagine that funds to grow and improve such efforts are made readily available. Moreover, with the superabundance of new technology and software that is shaping our every day, it would not be a far leap to assume that technology innovations to tackle and fix these fundamental human challenges would be abundant. However, the funding and technology to drive forward social change is far less frequent and technology more outdated than many other industries. Furthermore, some of the greatest benefits of the tools at our disposal nowadays are realized only when multiple, specialized applications are able to share information with another. Having worked with several Fortune 500 companies on their IT infrastructure, it was not uncommon to see dozens of business critical systems, and many more dozens of supplemental systems across their environment. The critical aspect needed to allow workers within the organization to efficiently execute the organizations objective without being loaded down with administrative tasks, was the dozens or hundreds of systems' ability to share information. Every great person is often made up of the support of the network of people they are surrounded by. So too, does the quality of the IT landscape of your organization and interoperability determine how much time employees and volunteers spend with administrative tasks and the communication of information that could happen automatically. In Practice While our origins are in foster and adoption care, the need to capture an individuals journey with details about services, interactions, and considerations that are made along the way are key to most human services organizations. Beyond having the basic data entry components needed for case management, Casebook PBC offers a framework and structure to capturing details about your organizations journey with the clients, communities, and partner providers you serve. As such, much of the data needed for supporting operations, whether financial data, client’s information, or organization level information, is already present and updated naturally as the system is used. With the data already present in each of Casebook’s business applications during day to day operations, contributory activities performed in specialized and mandated systems won’t require special processes to first obtain the necessary data. By configuring and customizing Casebook’s platform to align and guide your organization's core activities, we have seen significant reductions in data entry time, duplication of information and efforts, and a renewed ability to increase the time spent with the chore mission in your community. Casebook’s API First Methodology Casebook is built with API first in mind, resulting in all of the fields that are used in the web based service to be available for integration.

We’ve covered many topics! Grant writing basics, shifting framing based on audience type, external validators, and even the building blocks of relationship building. The glue that holds all of these key elements together is solid project management. An organization’s development department (even if you’re a team of one!) is the drumbeat for sustainability. To ensure the livelihood of your organization you need resources, a clear understanding of how programming dovetails with the world of philanthropy, and a system to keep all of the critical pieces moving at a steady pace. Burnout in the nonprofit world is a real threat, especially in the fast-paced world of fundraising. One thing that helps, is a well-ordered plan. I would suggest using a Gantt Chart to help you keep track of top line tasks and major times of the year. I’ve created a customizable template here as an example of something you can use. This can be used in combination with a strong database and software tools, to ensure you’re using data to support your priorities. Casebook can pull together program level outcomes with involvement data, dynamic fields and demographics. DARCI & The Gantt Chart In the customizable Gantt Chart template below, you’ll notice a column in the chart marked “Accountable” that’s taken from the internal accountability and project management system called a “DARCI”. [Decision Maker, Accountable, Responsible, Consulted, Informed]. More information on DARCI’s applicability can be found here. Overall, accountability is important. Knowing who is doing what is critical to the success of the organization, and the individual responsible for ensuring the completion of the activity in a time-bound and realistic manner is the ‘Accountable’ party. The accountability party should have a clear sense of the goals of each section, and the tactical purpose of each activity. Helpful to understanding this knowledge base is historical information that can be bolstered by the use of a CRM. For example, in the Gantt Chart linked here you’ll find five main priority area categories within the 2022 Fundraising Calendar example: Development Core Work — the tasks that directly support fundraising, cultivation and stewardship throughout the year Finance Support — cross-department functions that focus on resource tracking and projections Communications Support — annual donor engagement, campaigns and reporting projects Staff PD — activities that build a shared understanding of development’s work and a culture of fundraising throughout the year Board Support — governance and fundraising responsibilities of the board, prioritizing tasks that support the board’s understand of cultivation tactics and potential donor engagement We’ve covered many topics! Grant writing basics, shifting framing based on audience type, external validators, and even the building blocks of relationship building. The glue that holds all of these key elements together is solid project management. An organization’s development department (even if you’re a team of one!) is the drumbeat for sustainability. To ensure the livelihood of your organization you need resources, a clear understanding of how programming dovetails with the world of philanthropy, and a system to keep all of the critical pieces moving at a steady pace. Burnout in the nonprofit world is a real threat, especially in the fast-paced world of fundraising. One thing that helps, is a well-ordered plan. I would suggest using a Gantt Chart to help you keep track of top line tasks and major times of the year. I’ve created a customizable template here as an example of something you can use. This can be used in combination with a strong database and software tools, to ensure you’re using data to support your priorities. Casebook can pull together program level outcomes with involvement data, dynamic fields and demographics. DARCI & The Gantt Chart In the customizable Gantt Chart template below, you’ll notice a column in the chart marked “Accountable” that’s taken from the internal accountability and project management system called a “DARCI”. [Decision Maker, Accountable, Responsible, Consulted, Informed]. More information on DARCI’s applicability can be found here. Overall, accountability is important. Knowing who is doing what is critical to the success of the organization, and the individual responsible for ensuring the completion of the activity in a time-bound and realistic manner is the ‘Accountable’ party. The accountability party should have a clear sense of the goals of each section, and the tactical purpose of each activity. Helpful to understanding this knowledge base is historical information that can be bolstered by the use of a CRM. For example, in the Gantt Chart linked here you’ll find five main priority area categories within the 2022 Fundraising Calendar example: Development Core Work — the tasks that directly support fundraising, cultivation and stewardship throughout the year Finance Support — cross-department functions that focus on resource tracking and projections Communications Support — annual donor engagement, campaigns and reporting projects Staff PD — activities that build a shared understanding of development’s work and a culture of fundraising throughout the year Board Support — governance and fundraising responsibilities of the board, prioritizing tasks that support the board’s understand of cultivation tactics and potential donor engagement We’ve covered many topics! Grant writing basics, shifting framing based on audience type, external validators, and even the building blocks of relationship building. The glue that holds all of these key elements together is solid project management. An organization’s development department (even if you’re a team of one!) is the drumbeat for sustainability. To ensure the livelihood of your organization you need resources, a clear understanding of how programming dovetails with the world of philanthropy, and a system to keep all of the critical pieces moving at a steady pace. Burnout in the nonprofit world is a real threat, especially in the fast-paced world of fundraising. One thing that helps, is a well-ordered plan. I would suggest using a Gantt Chart to help you keep track of top line tasks and major times of the year. I’ve created a customizable template here as an example of something you can use. This can be used in combination with a strong database and software tools, to ensure you’re using data to support your priorities. Casebook can pull together program level outcomes with involvement data, dynamic fields and demographics. DARCI & The Gantt Chart In the customizable Gantt Chart template below, you’ll notice a column in the chart marked “Accountable” that’s taken from the internal accountability and project management system called a “DARCI”. [Decision Maker, Accountable, Responsible, Consulted, Informed]. More information on DARCI’s applicability can be found here. Overall, accountability is important. Knowing who is doing what is critical to the success of the organization, and the individual responsible for ensuring the completion of the activity in a time-bound and realistic manner is the ‘Accountable’ party. The accountability party should have a clear sense of the goals of each section, and the tactical purpose of each activity. Helpful to understanding this knowledge base is historical information that can be bolstered by the use of a CRM. For example, in the Gantt Chart linked here you’ll find five main priority area categories within the 2022 Fundraising Calendar example: Development Core Work — the tasks that directly support fundraising, cultivation and stewardship throughout the year Finance Support — cross-department functions that focus on resource tracking and projections Communications Support — annual donor engagement, campaigns and reporting projects Staff PD — activities that build a shared understanding of development’s work and a culture of fundraising throughout the year Board Support — governance and fundraising responsibilities of the board, prioritizing tasks that support the board’s understand of cultivation tactics and potential donor engagement We’ve covered many topics! Grant writing basics, shifting framing based on audience type, external validators, and even the building blocks of relationship building. The glue that holds all of these key elements together is solid project management. An organization’s development department (even if you’re a team of one!) is the drumbeat for sustainability. To ensure the livelihood of your organization you need resources, a clear understanding of how programming dovetails with the world of philanthropy, and a system to keep all of the critical pieces moving at a steady pace. Burnout in the nonprofit world is a real threat, especially in the fast-paced world of fundraising. One thing that helps, is a well-ordered plan. I would suggest using a Gantt Chart to help you keep track of top line tasks and major times of the year. I’ve created a customizable template here as an example of something you can use. This can be used in combination with a strong database and software tools, to ensure you’re using data to support your priorities. Casebook can pull together program level outcomes with involvement data, dynamic fields and demographics. DARCI & The Gantt Chart In the customizable Gantt Chart template below, you’ll notice a column in the chart marked “Accountable” that’s taken from the internal accountability and project management system called a “DARCI”. [Decision Maker, Accountable, Responsible, Consulted, Informed]. More information on DARCI’s applicability can be found here. Overall, accountability is important. Knowing who is doing what is critical to the success of the organization, and the individual responsible for ensuring the completion of the activity in a time-bound and realistic manner is the ‘Accountable’ party. The accountability party should have a clear sense of the goals of each section, and the tactical purpose of each activity. Helpful to understanding this knowledge base is historical information that can be bolstered by the use of a CRM. For example, in the Gantt Chart linked here you’ll find five main priority area categories within the 2022 Fundraising Calendar example: Development Core Work — the tasks that directly support fundraising, cultivation and stewardship throughout the year Finance Support — cross-department functions that focus on resource tracking and projections Communications Support — annual donor engagement, campaigns and reporting projects Staff PD — activities that build a shared understanding of development’s work and a culture of fundraising throughout the year Board Support — governance and fundraising responsibilities of the board, prioritizing tasks that support the board’s understand of cultivation tactics and potential donor engagement We’ve covered many topics! Grant writing basics, shifting framing based on audience type, external validators, and even the building blocks of relationship building. The glue that holds all of these key elements together is solid project management. An organization’s development department (even if you’re a team of one!) is the drumbeat for sustainability. To ensure the livelihood of your organization you need resources, a clear understanding of how programming dovetails with the world of philanthropy, and a system to keep all of the critical pieces moving at a steady pace. Burnout in the nonprofit world is a real threat, especially in the fast-paced world of fundraising. One thing that helps, is a well-ordered plan. I would suggest using a Gantt Chart to help you keep track of top line tasks and major times of the year. I’ve created a customizable template here as an example of something you can use. This can be used in combination with a strong database and software tools, to ensure you’re using data to support your priorities. Casebook can pull together program level outcomes with involvement data, dynamic fields and demographics. DARCI & The Gantt Chart In the customizable Gantt Chart template below, you’ll notice a column in the chart marked “Accountable” that’s taken from the internal accountability and project management system called a “DARCI”. [Decision Maker, Accountable, Responsible, Consulted, Informed]. More information on DARCI’s applicability can be found here. Overall, accountability is important. Knowing who is doing what is critical to the success of the organization, and the individual responsible for ensuring the completion of the activity in a time-bound and realistic manner is the ‘Accountable’ party. The accountability party should have a clear sense of the goals of each section, and the tactical purpose of each activity. Helpful to understanding this knowledge base is historical information that can be bolstered by the use of a CRM. For example, in the Gantt Chart linked here you’ll find five main priority area categories within the 2022 Fundraising Calendar example: Development Core Work — the tasks that directly support fundraising, cultivation and stewardship throughout the year Finance Support — cross-department functions that focus on resource tracking and projections Communications Support — annual donor engagement, campaigns and reporting projects Staff PD — activities that build a shared understanding of development’s work and a culture of fundraising throughout the year Board Support — governance and fundraising responsibilities of the board, prioritizing tasks that support the board’s understand of cultivation tactics and potential donor engagement We’ve covered many topics! Grant writing basics, shifting framing based on audience type, external validators, and even the building blocks of relationship building. The glue that holds all of these key elements together is solid project management. An organization’s development department (even if you’re a team of one!) is the drumbeat for sustainability. To ensure the livelihood of your organization you need resources, a clear understanding of how programming dovetails with the world of philanthropy, and a system to keep all of the critical pieces moving at a steady pace. Burnout in the nonprofit world is a real threat, especially in the fast-paced world of fundraising. One thing that helps, is a well-ordered plan. I would suggest using a Gantt Chart to help you keep track of top line tasks and major times of the year. I’ve created a customizable template here as an example of something you can use. This can be used in combination with a strong database and software tools, to ensure you’re using data to support your priorities. Casebook can pull together program level outcomes with involvement data, dynamic fields and demographics. DARCI & The Gantt Chart In the customizable Gantt Chart template below, you’ll notice a column in the chart marked “Accountable” that’s taken from the internal accountability and project management system called a “DARCI”. [Decision Maker, Accountable, Responsible, Consulted, Informed]. More information on DARCI’s applicability can be found here. Overall, accountability is important. Knowing who is doing what is critical to the success of the organization, and the individual responsible for ensuring the completion of the activity in a time-bound and realistic manner is the ‘Accountable’ party. The accountability party should have a clear sense of the goals of each section, and the tactical purpose of each activity. Helpful to understanding this knowledge base is historical information that can be bolstered by the use of a CRM. For example, in the Gantt Chart linked here you’ll find five main priority area categories within the 2022 Fundraising Calendar example: Development Core Work — the tasks that directly support fundraising, cultivation and stewardship throughout the year Finance Support — cross-department functions that focus on resource tracking and projections Communications Support — annual donor engagement, campaigns and reporting projects Staff PD — activities that build a shared understanding of development’s work and a culture of fundraising throughout the year Board Support — governance and fundraising responsibilities of the board, prioritizing tasks that support the board’s understand of cultivation tactics and potential donor engagement We’ve covered many topics! Grant writing basics, shifting framing based on audience type, external validators, and even the building blocks of relationship building. The glue that holds all of these key elements together is solid project management. An organization’s development department (even if you’re a team of one!) is the drumbeat for sustainability. To ensure the livelihood of your organization you need resources, a clear understanding of how programming dovetails with the world of philanthropy, and a system to keep all of the critical pieces moving at a steady pace. Burnout in the nonprofit world is a real threat, especially in the fast-paced world of fundraising. One thing that helps, is a well-ordered plan. I would suggest using a Gantt Chart to help you keep track of top line tasks and major times of the year. I’ve created a customizable template here as an example of something you can use. This can be used in combination with a strong database and software tools, to ensure you’re using data to support your priorities. Casebook can pull together program level outcomes with involvement data, dynamic fields and demographics. DARCI & The Gantt Chart In the customizable Gantt Chart template below, you’ll notice a column in the chart marked “Accountable” that’s taken from the internal accountability and project management system called a “DARCI”. [Decision Maker, Accountable, Responsible, Consulted, Informed]. More information on DARCI’s applicability can be found here. Overall, accountability is important. Knowing who is doing what is critical to the success of the organization, and the individual responsible for ensuring the completion of the activity in a time-bound and realistic manner is the ‘Accountable’ party. The accountability party should have a clear sense of the goals of each section, and the tactical purpose of each activity. Helpful to understanding this knowledge base is historical information that can be bolstered by the use of a CRM. For example, in the Gantt Chart linked here you’ll find five main priority area categories within the 2022 Fundraising Calendar example: Development Core Work — the tasks that directly support fundraising, cultivation and stewardship throughout the year Finance Support — cross-department functions that focus on resource tracking and projections Communications Support — annual donor engagement, campaigns and reporting projects Staff PD — activities that build a shared understanding of development’s work and a culture of fundraising throughout the year Board Support — governance and fundraising responsibilities of the board, prioritizing tasks that support the board’s understand of cultivation tactics and potential donor engagement We’ve covered many topics! Grant writing basics, shifting framing based on audience type, external validators, and even the building blocks of relationship building. The glue that holds all of these key elements together is solid project management. An organization’s development department (even if you’re a team of one!) is the drumbeat for sustainability. To ensure the livelihood of your organization you need resources, a clear understanding of how programming dovetails with the world of philanthropy, and a system to keep all of the critical pieces moving at a steady pace. Burnout in the nonprofit world is a real threat, especially in the fast-paced world of fundraising. One thing that helps, is a well-ordered plan. I would suggest using a Gantt Chart to help you keep track of top line tasks and major times of the year. I’ve created a customizable template here as an example of something you can use. This can be used in combination with a strong database and software tools, to ensure you’re using data to support your priorities. Casebook can pull together program level outcomes with involvement data, dynamic fields and demographics. DARCI & The Gantt Chart In the customizable Gantt Chart template below, you’ll notice a column in the chart marked “Accountable” that’s taken from the internal accountability and project management system called a “DARCI”. [Decision Maker, Accountable, Responsible, Consulted, Informed]. More information on DARCI’s applicability can be found here. Overall, accountability is important. Knowing who is doing what is critical to the success of the organization, and the individual responsible for ensuring the completion of the activity in a time-bound and realistic manner is the ‘Accountable’ party. The accountability party should have a clear sense of the goals of each section, and the tactical purpose of each activity. Helpful to understanding this knowledge base is historical information that can be bolstered by the use of a CRM. For example, in the Gantt Chart linked here you’ll find five main priority area categories within the 2022 Fundraising Calendar example: Development Core Work — the tasks that directly support fundraising, cultivation and stewardship throughout the year Finance Support — cross-department functions that focus on resource tracking and projections Communications Support — annual donor engagement, campaigns and reporting projects Staff PD — activities that build a shared understanding of development’s work and a culture of fundraising throughout the year Board Support — governance and fundraising responsibilities of the board, prioritizing tasks that support the board’s understand of cultivation tactics and potential donor engagement We’ve covered many topics! Grant writing basics, shifting framing based on audience type, external validators, and even the building blocks of relationship building. The glue that holds all of these key elements together is solid project management. An organization’s development department (even if you’re a team of one!) is the drumbeat for sustainability. To ensure the livelihood of your organization you need resources, a clear understanding of how programming dovetails with the world of philanthropy, and a system to keep all of the critical pieces moving at a steady pace. Burnout in the nonprofit world is a real threat, especially in the fast-paced world of fundraising. One thing that helps, is a well-ordered plan. I would suggest using a Gantt Chart to help you keep track of top line tasks and major times of the year. I’ve created a customizable template here as an example of something you can use. This can be used in combination with a strong database and software tools, to ensure you’re using data to support your priorities. Casebook can pull together program level outcomes with involvement data, dynamic fields and demographics. DARCI & The Gantt Chart In the customizable Gantt Chart template below, you’ll notice a column in the chart marked “Accountable” that’s taken from the internal accountability and project management system called a “DARCI”. [Decision Maker, Accountable, Responsible, Consulted, Informed]. More information on DARCI’s applicability can be found here. Overall, accountability is important. Knowing who is doing what is critical to the success of the organization, and the individual responsible for ensuring the completion of the activity in a time-bound and realistic manner is the ‘Accountable’ party. The accountability party should have a clear sense of the goals of each section, and the tactical purpose of each activity. Helpful to understanding this knowledge base is historical information that can be bolstered by the use of a CRM. For example, in the Gantt Chart linked here you’ll find five main priority area categories within the 2022 Fundraising Calendar example: Development Core Work — the tasks that directly support fundraising, cultivation and stewardship throughout the year Finance Support — cross-department functions that focus on resource tracking and projections Communications Support — annual donor engagement, campaigns and reporting projects Staff PD — activities that build a shared understanding of development’s work and a culture of fundraising throughout the year Board Support — governance and fundraising responsibilities of the board, prioritizing tasks that support the board’s understand of cultivation tactics and potential donor engagement We’ve covered many topics! Grant writing basics, shifting framing based on audience type, external validators, and even the building blocks of relationship building. The glue that holds all of these key elements together is solid project management. An organization’s development department (even if you’re a team of one!) is the drumbeat for sustainability. To ensure the livelihood of your organization you need resources, a clear understanding of how programming dovetails with the world of philanthropy, and a system to keep all of the critical pieces moving at a steady pace. Burnout in the nonprofit world is a real threat, especially in the fast-paced world of fundraising. One thing that helps, is a well-ordered plan. I would suggest using a Gantt Chart to help you keep track of top line tasks and major times of the year. I’ve created a customizable template here as an example of something you can use. This can be used in combination with a strong database and software tools, to ensure you’re using data to support your priorities. Casebook can pull together program level outcomes with involvement data, dynamic fields and demographics. DARCI & The Gantt Chart In the customizable Gantt Chart template below, you’ll notice a column in the chart marked “Accountable” that’s taken from the internal accountability and project management system called a “DARCI”. [Decision Maker, Accountable, Responsible, Consulted, Informed]. More information on DARCI’s applicability can be found here. Overall, accountability is important. Knowing who is doing what is critical to the success of the organization, and the individual responsible for ensuring the completion of the activity in a time-bound and realistic manner is the ‘Accountable’ party. The accountability party should have a clear sense of the goals of each section, and the tactical purpose of each activity. Helpful to understanding this knowledge base is historical information that can be bolstered by the use of a CRM. For example, in the Gantt Chart linked here you’ll find five main priority area categories within the 2022 Fundraising Calendar example: Development Core Work — the tasks that directly support fundraising, cultivation and stewardship throughout the year Finance Support — cross-department functions that focus on resource tracking and projections Communications Support — annual donor engagement, campaigns and reporting projects Staff PD — activities that build a shared understanding of development’s work and a culture of fundraising throughout the year Board Support — governance and fundraising responsibilities of the board, prioritizing tasks that support the board’s understand of cultivation tactics and potential donor engagement

Searching for a new human services platform can turn up a host of options, leading to confusion or even analysis paralysis. Should you pick a familiar name-brand platform and spend the time (and consulting fees) conforming it to your specific needs? Or are there more appropriate choices for your organization that can help you save those resources for your mission-critical projects? To find the human services software solution with the best time to value, your search should begin with purpose Select a Purpose-Built Software Solution If efficiency is your goal, you’ll find that the best human services software solution is designed expressly for human services. Adapting a customer relationship management (CRM) solution like Salesforce for human services may seem expedient, but it’s far from ideal. CRMs provide more than what’s needed in the human services space, resulting in a distracting experience. Plus, configuring them for the unique needs of human services professionals can be time-consuming, negatively impacting their time to value. That’s why choosing a platform that’s purpose-built for human services is the best course of action. Cloud-based software-as-a-service (SaaS) options are few, but they offer the most value given the accessibility, affordability, and security they offer. The first and only pure SaaS platform for the human services industry is Casebook. With Casebook, you have the advantage of a data model and interfaces that are crafted specifically for this field, making it ideally suited for the wide range of human services. The organizations that benefit the most from using Casebook are leaders in the fields of: Child welfare & foster care Social work Case management Community services Victim services & advocacy Homeless services By choosing an intuitive, accessible SaaS platform like Casebook as your human services software, you can maximize your operational efficiency while improving your client experience. Make Configuration Quick and Painless As you consider new solutions for your organization, it’s important to note the difference between configurable and customizable software. To customize a software platform, the vendor has to make changes to it on behalf of the user. Besides the monetary costs this method often incurs, its lengthy customization process can significantly impair your operational efficiency. That’s why opting for a configurable software package is advisable if you’re serious about saving your valuable resources and maximizing your time to value. Configurable platforms are typically purpose-built for the audience they serve and give you, the end user, more control so you can avoid expensive consulting services not included in standard purchase or setup costs. Configurability empowers you to adjust prebuilt capabilities in the way that’s best for your organization, providing lots of freedom and flexibility when it comes to shaping the platform to fit your needs. Since Casebook is built for human services in particular, the platform has about 80 percent of what your organization would need preloaded, giving you an intuitive user experience (UX) that streamlines the configuration process. The four areas where Casebook offers the greatest opportunity for configuration are: Dynamic data Workflows Forms Reporting Regardless of the type of services you provide, the Casebook platform comes with just enough out of the box to allow for precise tailoring to your unique requirements while still promising a breezy setup period that can go by in less than a day. How quickly you configure and implement Casebook depends on your organization’s readiness for digitization and any data migration needs. For most organizations, implementation takes about 30 days or less.. Searching for a new human services platform can turn up a host of options, leading to confusion or even analysis paralysis. Should you pick a familiar name-brand platform and spend the time (and consulting fees) conforming it to your specific needs? Or are there more appropriate choices for your organization that can help you save those resources for your mission-critical projects? To find the human services software solution with the best time to value, your search should begin with purpose Select a Purpose-Built Software Solution If efficiency is your goal, you’ll find that the best human services software solution is designed expressly for human services. Adapting a customer relationship management (CRM) solution like Salesforce for human services may seem expedient, but it’s far from ideal. CRMs provide more than what’s needed in the human services space, resulting in a distracting experience. Plus, configuring them for the unique needs of human services professionals can be time-consuming, negatively impacting their time to value. That’s why choosing a platform that’s purpose-built for human services is the best course of action. Cloud-based software-as-a-service (SaaS) options are few, but they offer the most value given the accessibility, affordability, and security they offer. The first and only pure SaaS platform for the human services industry is Casebook. With Casebook, you have the advantage of a data model and interfaces that are crafted specifically for this field, making it ideally suited for the wide range of human services. The organizations that benefit the most from using Casebook are leaders in the fields of: Child welfare & foster care Social work Case management Community services Victim services & advocacy Homeless services By choosing an intuitive, accessible SaaS platform like Casebook as your human services software, you can maximize your operational efficiency while improving your client experience. Make Configuration Quick and Painless As you consider new solutions for your organization, it’s important to note the difference between configurable and customizable software. To customize a software platform, the vendor has to make changes to it on behalf of the user. Besides the monetary costs this method often incurs, its lengthy customization process can significantly impair your operational efficiency. That’s why opting for a configurable software package is advisable if you’re serious about saving your valuable resources and maximizing your time to value. Configurable platforms are typically purpose-built for the audience they serve and give you, the end user, more control so you can avoid expensive consulting services not included in standard purchase or setup costs. Configurability empowers you to adjust prebuilt capabilities in the way that’s best for your organization, providing lots of freedom and flexibility when it comes to shaping the platform to fit your needs. Since Casebook is built for human services in particular, the platform has about 80 percent of what your organization would need preloaded, giving you an intuitive user experience (UX) that streamlines the configuration process. The four areas where Casebook offers the greatest opportunity for configuration are: Dynamic data Workflows Forms Reporting Regardless of the type of services you provide, the Casebook platform comes with just enough out of the box to allow for precise tailoring to your unique requirements while still promising a breezy setup period that can go by in less than a day. How quickly you configure and implement Casebook depends on your organization’s readiness for digitization and any data migration needs. For most organizations, implementation takes about 30 days or less.. Searching for a new human services platform can turn up a host of options, leading to confusion or even analysis paralysis. Should you pick a familiar name-brand platform and spend the time (and consulting fees) conforming it to your specific needs? Or are there more appropriate choices for your organization that can help you save those resources for your mission-critical projects? To find the human services software solution with the best time to value, your search should begin with purpose Select a Purpose-Built Software Solution If efficiency is your goal, you’ll find that the best human services software solution is designed expressly for human services. Adapting a customer relationship management (CRM) solution like Salesforce for human services may seem expedient, but it’s far from ideal. CRMs provide more than what’s needed in the human services space, resulting in a distracting experience. Plus, configuring them for the unique needs of human services professionals can be time-consuming, negatively impacting their time to value. That’s why choosing a platform that’s purpose-built for human services is the best course of action. Cloud-based software-as-a-service (SaaS) options are few, but they offer the most value given the accessibility, affordability, and security they offer. The first and only pure SaaS platform for the human services industry is Casebook. With Casebook, you have the advantage of a data model and interfaces that are crafted specifically for this field, making it ideally suited for the wide range of human services. The organizations that benefit the most from using Casebook are leaders in the fields of: Child welfare & foster care Social work Case management Community services Victim services & advocacy Homeless services By choosing an intuitive, accessible SaaS platform like Casebook as your human services software, you can maximize your operational efficiency while improving your client experience. Make Configuration Quick and Painless As you consider new solutions for your organization, it’s important to note the difference between configurable and customizable software. To customize a software platform, the vendor has to make changes to it on behalf of the user. Besides the monetary costs this method often incurs, its lengthy customization process can significantly impair your operational efficiency. That’s why opting for a configurable software package is advisable if you’re serious about saving your valuable resources and maximizing your time to value. Configurable platforms are typically purpose-built for the audience they serve and give you, the end user, more control so you can avoid expensive consulting services not included in standard purchase or setup costs. Configurability empowers you to adjust prebuilt capabilities in the way that’s best for your organization, providing lots of freedom and flexibility when it comes to shaping the platform to fit your needs. Since Casebook is built for human services in particular, the platform has about 80 percent of what your organization would need preloaded, giving you an intuitive user experience (UX) that streamlines the configuration process. The four areas where Casebook offers the greatest opportunity for configuration are: Dynamic data Workflows Forms Reporting Regardless of the type of services you provide, the Casebook platform comes with just enough out of the box to allow for precise tailoring to your unique requirements while still promising a breezy setup period that can go by in less than a day. How quickly you configure and implement Casebook depends on your organization’s readiness for digitization and any data migration needs. For most organizations, implementation takes about 30 days or less.. Searching for a new human services platform can turn up a host of options, leading to confusion or even analysis paralysis. Should you pick a familiar name-brand platform and spend the time (and consulting fees) conforming it to your specific needs? Or are there more appropriate choices for your organization that can help you save those resources for your mission-critical projects? To find the human services software solution with the best time to value, your search should begin with purpose Select a Purpose-Built Software Solution If efficiency is your goal, you’ll find that the best human services software solution is designed expressly for human services. Adapting a customer relationship management (CRM) solution like Salesforce for human services may seem expedient, but it’s far from ideal. CRMs provide more than what’s needed in the human services space, resulting in a distracting experience. Plus, configuring them for the unique needs of human services professionals can be time-consuming, negatively impacting their time to value. That’s why choosing a platform that’s purpose-built for human services is the best course of action. Cloud-based software-as-a-service (SaaS) options are few, but they offer the most value given the accessibility, affordability, and security they offer. The first and only pure SaaS platform for the human services industry is Casebook. With Casebook, you have the advantage of a data model and interfaces that are crafted specifically for this field, making it ideally suited for the wide range of human services. The organizations that benefit the most from using Casebook are leaders in the fields of: Child welfare & foster care Social work Case management Community services Victim services & advocacy Homeless services By choosing an intuitive, accessible SaaS platform like Casebook as your human services software, you can maximize your operational efficiency while improving your client experience. Make Configuration Quick and Painless As you consider new solutions for your organization, it’s important to note the difference between configurable and customizable software. To customize a software platform, the vendor has to make changes to it on behalf of the user. Besides the monetary costs this method often incurs, its lengthy customization process can significantly impair your operational efficiency. That’s why opting for a configurable software package is advisable if you’re serious about saving your valuable resources and maximizing your time to value. Configurable platforms are typically purpose-built for the audience they serve and give you, the end user, more control so you can avoid expensive consulting services not included in standard purchase or setup costs. Configurability empowers you to adjust prebuilt capabilities in the way that’s best for your organization, providing lots of freedom and flexibility when it comes to shaping the platform to fit your needs. Since Casebook is built for human services in particular, the platform has about 80 percent of what your organization would need preloaded, giving you an intuitive user experience (UX) that streamlines the configuration process. The four areas where Casebook offers the greatest opportunity for configuration are: Dynamic data Workflows Forms Reporting Regardless of the type of services you provide, the Casebook platform comes with just enough out of the box to allow for precise tailoring to your unique requirements while still promising a breezy setup period that can go by in less than a day. How quickly you configure and implement Casebook depends on your organization’s readiness for digitization and any data migration needs. For most organizations, implementation takes about 30 days or less.. Searching for a new human services platform can turn up a host of options, leading to confusion or even analysis paralysis. Should you pick a familiar name-brand platform and spend the time (and consulting fees) conforming it to your specific needs? Or are there more appropriate choices for your organization that can help you save those resources for your mission-critical projects? To find the human services software solution with the best time to value, your search should begin with purpose Select a Purpose-Built Software Solution If efficiency is your goal, you’ll find that the best human services software solution is designed expressly for human services. Adapting a customer relationship management (CRM) solution like Salesforce for human services may seem expedient, but it’s far from ideal. CRMs provide more than what’s needed in the human services space, resulting in a distracting experience. Plus, configuring them for the unique needs of human services professionals can be time-consuming, negatively impacting their time to value. That’s why choosing a platform that’s purpose-built for human services is the best course of action. Cloud-based software-as-a-service (SaaS) options are few, but they offer the most value given the accessibility, affordability, and security they offer. The first and only pure SaaS platform for the human services industry is Casebook. With Casebook, you have the advantage of a data model and interfaces that are crafted specifically for this field, making it ideally suited for the wide range of human services. The organizations that benefit the most from using Casebook are leaders in the fields of: Child welfare & foster care Social work Case management Community services Victim services & advocacy Homeless services By choosing an intuitive, accessible SaaS platform like Casebook as your human services software, you can maximize your operational efficiency while improving your client experience. Make Configuration Quick and Painless As you consider new solutions for your organization, it’s important to note the difference between configurable and customizable software. To customize a software platform, the vendor has to make changes to it on behalf of the user. Besides the monetary costs this method often incurs, its lengthy customization process can significantly impair your operational efficiency. That’s why opting for a configurable software package is advisable if you’re serious about saving your valuable resources and maximizing your time to value. Configurable platforms are typically purpose-built for the audience they serve and give you, the end user, more control so you can avoid expensive consulting services not included in standard purchase or setup costs. Configurability empowers you to adjust prebuilt capabilities in the way that’s best for your organization, providing lots of freedom and flexibility when it comes to shaping the platform to fit your needs. Since Casebook is built for human services in particular, the platform has about 80 percent of what your organization would need preloaded, giving you an intuitive user experience (UX) that streamlines the configuration process. The four areas where Casebook offers the greatest opportunity for configuration are: Dynamic data Workflows Forms Reporting Regardless of the type of services you provide, the Casebook platform comes with just enough out of the box to allow for precise tailoring to your unique requirements while still promising a breezy setup period that can go by in less than a day. How quickly you configure and implement Casebook depends on your organization’s readiness for digitization and any data migration needs. For most organizations, implementation takes about 30 days or less.. Searching for a new human services platform can turn up a host of options, leading to confusion or even analysis paralysis. Should you pick a familiar name-brand platform and spend the time (and consulting fees) conforming it to your specific needs? Or are there more appropriate choices for your organization that can help you save those resources for your mission-critical projects? To find the human services software solution with the best time to value, your search should begin with purpose Select a Purpose-Built Software Solution If efficiency is your goal, you’ll find that the best human services software solution is designed expressly for human services. Adapting a customer relationship management (CRM) solution like Salesforce for human services may seem expedient, but it’s far from ideal. CRMs provide more than what’s needed in the human services space, resulting in a distracting experience. Plus, configuring them for the unique needs of human services professionals can be time-consuming, negatively impacting their time to value. That’s why choosing a platform that’s purpose-built for human services is the best course of action. Cloud-based software-as-a-service (SaaS) options are few, but they offer the most value given the accessibility, affordability, and security they offer. The first and only pure SaaS platform for the human services industry is Casebook. With Casebook, you have the advantage of a data model and interfaces that are crafted specifically for this field, making it ideally suited for the wide range of human services. The organizations that benefit the most from using Casebook are leaders in the fields of: Child welfare & foster care Social work Case management Community services Victim services & advocacy Homeless services By choosing an intuitive, accessible SaaS platform like Casebook as your human services software, you can maximize your operational efficiency while improving your client experience. Make Configuration Quick and Painless As you consider new solutions for your organization, it’s important to note the difference between configurable and customizable software. To customize a software platform, the vendor has to make changes to it on behalf of the user. Besides the monetary costs this method often incurs, its lengthy customization process can significantly impair your operational efficiency. That’s why opting for a configurable software package is advisable if you’re serious about saving your valuable resources and maximizing your time to value. Configurable platforms are typically purpose-built for the audience they serve and give you, the end user, more control so you can avoid expensive consulting services not included in standard purchase or setup costs. Configurability empowers you to adjust prebuilt capabilities in the way that’s best for your organization, providing lots of freedom and flexibility when it comes to shaping the platform to fit your needs. Since Casebook is built for human services in particular, the platform has about 80 percent of what your organization would need preloaded, giving you an intuitive user experience (UX) that streamlines the configuration process. The four areas where Casebook offers the greatest opportunity for configuration are: Dynamic data Workflows Forms Reporting Regardless of the type of services you provide, the Casebook platform comes with just enough out of the box to allow for precise tailoring to your unique requirements while still promising a breezy setup period that can go by in less than a day. How quickly you configure and implement Casebook depends on your organization’s readiness for digitization and any data migration needs. For most organizations, implementation takes about 30 days or less.. Searching for a new human services platform can turn up a host of options, leading to confusion or even analysis paralysis. Should you pick a familiar name-brand platform and spend the time (and consulting fees) conforming it to your specific needs? Or are there more appropriate choices for your organization that can help you save those resources for your mission-critical projects? To find the human services software solution with the best time to value, your search should begin with purpose Select a Purpose-Built Software Solution If efficiency is your goal, you’ll find that the best human services software solution is designed expressly for human services. Adapting a customer relationship management (CRM) solution like Salesforce for human services may seem expedient, but it’s far from ideal. CRMs provide more than what’s needed in the human services space, resulting in a distracting experience. Plus, configuring them for the unique needs of human services professionals can be time-consuming, negatively impacting their time to value. That’s why choosing a platform that’s purpose-built for human services is the best course of action. Cloud-based software-as-a-service (SaaS) options are few, but they offer the most value given the accessibility, affordability, and security they offer. The first and only pure SaaS platform for the human services industry is Casebook. With Casebook, you have the advantage of a data model and interfaces that are crafted specifically for this field, making it ideally suited for the wide range of human services. The organizations that benefit the most from using Casebook are leaders in the fields of: Child welfare & foster care Social work Case management Community services Victim services & advocacy Homeless services By choosing an intuitive, accessible SaaS platform like Casebook as your human services software, you can maximize your operational efficiency while improving your client experience. Make Configuration Quick and Painless As you consider new solutions for your organization, it’s important to note the difference between configurable and customizable software. To customize a software platform, the vendor has to make changes to it on behalf of the user. Besides the monetary costs this method often incurs, its lengthy customization process can significantly impair your operational efficiency. That’s why opting for a configurable software package is advisable if you’re serious about saving your valuable resources and maximizing your time to value. Configurable platforms are typically purpose-built for the audience they serve and give you, the end user, more control so you can avoid expensive consulting services not included in standard purchase or setup costs. Configurability empowers you to adjust prebuilt capabilities in the way that’s best for your organization, providing lots of freedom and flexibility when it comes to shaping the platform to fit your needs. Since Casebook is built for human services in particular, the platform has about 80 percent of what your organization would need preloaded, giving you an intuitive user experience (UX) that streamlines the configuration process. The four areas where Casebook offers the greatest opportunity for configuration are: Dynamic data Workflows Forms Reporting Regardless of the type of services you provide, the Casebook platform comes with just enough out of the box to allow for precise tailoring to your unique requirements while still promising a breezy setup period that can go by in less than a day. How quickly you configure and implement Casebook depends on your organization’s readiness for digitization and any data migration needs. For most organizations, implementation takes about 30 days or less.. Searching for a new human services platform can turn up a host of options, leading to confusion or even analysis paralysis. Should you pick a familiar name-brand platform and spend the time (and consulting fees) conforming it to your specific needs? Or are there more appropriate choices for your organization that can help you save those resources for your mission-critical projects? To find the human services software solution with the best time to value, your search should begin with purpose Select a Purpose-Built Software Solution If efficiency is your goal, you’ll find that the best human services software solution is designed expressly for human services. Adapting a customer relationship management (CRM) solution like Salesforce for human services may seem expedient, but it’s far from ideal. CRMs provide more than what’s needed in the human services space, resulting in a distracting experience. Plus, configuring them for the unique needs of human services professionals can be time-consuming, negatively impacting their time to value. That’s why choosing a platform that’s purpose-built for human services is the best course of action. Cloud-based software-as-a-service (SaaS) options are few, but they offer the most value given the accessibility, affordability, and security they offer. The first and only pure SaaS platform for the human services industry is Casebook. With Casebook, you have the advantage of a data model and interfaces that are crafted specifically for this field, making it ideally suited for the wide range of human services. The organizations that benefit the most from using Casebook are leaders in the fields of: Child welfare & foster care Social work Case management Community services Victim services & advocacy Homeless services By choosing an intuitive, accessible SaaS platform like Casebook as your human services software, you can maximize your operational efficiency while improving your client experience. Make Configuration Quick and Painless As you consider new solutions for your organization, it’s important to note the difference between configurable and customizable software. To customize a software platform, the vendor has to make changes to it on behalf of the user. Besides the monetary costs this method often incurs, its lengthy customization process can significantly impair your operational efficiency. That’s why opting for a configurable software package is advisable if you’re serious about saving your valuable resources and maximizing your time to value. Configurable platforms are typically purpose-built for the audience they serve and give you, the end user, more control so you can avoid expensive consulting services not included in standard purchase or setup costs. Configurability empowers you to adjust prebuilt capabilities in the way that’s best for your organization, providing lots of freedom and flexibility when it comes to shaping the platform to fit your needs. Since Casebook is built for human services in particular, the platform has about 80 percent of what your organization would need preloaded, giving you an intuitive user experience (UX) that streamlines the configuration process. The four areas where Casebook offers the greatest opportunity for configuration are: Dynamic data Workflows Forms Reporting Regardless of the type of services you provide, the Casebook platform comes with just enough out of the box to allow for precise tailoring to your unique requirements while still promising a breezy setup period that can go by in less than a day. How quickly you configure and implement Casebook depends on your organization’s readiness for digitization and any data migration needs. For most organizations, implementation takes about 30 days or less.. Searching for a new human services platform can turn up a host of options, leading to confusion or even analysis paralysis. Should you pick a familiar name-brand platform and spend the time (and consulting fees) conforming it to your specific needs? Or are there more appropriate choices for your organization that can help you save those resources for your mission-critical projects? To find the human services software solution with the best time to value, your search should begin with purpose Select a Purpose-Built Software Solution If efficiency is your goal, you’ll find that the best human services software solution is designed expressly for human services. Adapting a customer relationship management (CRM) solution like Salesforce for human services may seem expedient, but it’s far from ideal. CRMs provide more than what’s needed in the human services space, resulting in a distracting experience. Plus, configuring them for the unique needs of human services professionals can be time-consuming, negatively impacting their time to value. That’s why choosing a platform that’s purpose-built for human services is the best course of action. Cloud-based software-as-a-service (SaaS) options are few, but they offer the most value given the accessibility, affordability, and security they offer. The first and only pure SaaS platform for the human services industry is Casebook. With Casebook, you have the advantage of a data model and interfaces that are crafted specifically for this field, making it ideally suited for the wide range of human services. The organizations that benefit the most from using Casebook are leaders in the fields of: Child welfare & foster care Social work Case management Community services Victim services & advocacy Homeless services By choosing an intuitive, accessible SaaS platform like Casebook as your human services software, you can maximize your operational efficiency while improving your client experience. Make Configuration Quick and Painless As you consider new solutions for your organization, it’s important to note the difference between configurable and customizable software. To customize a software platform, the vendor has to make changes to it on behalf of the user. Besides the monetary costs this method often incurs, its lengthy customization process can significantly impair your operational efficiency. That’s why opting for a configurable software package is advisable if you’re serious about saving your valuable resources and maximizing your time to value. Configurable platforms are typically purpose-built for the audience they serve and give you, the end user, more control so you can avoid expensive consulting services not included in standard purchase or setup costs. Configurability empowers you to adjust prebuilt capabilities in the way that’s best for your organization, providing lots of freedom and flexibility when it comes to shaping the platform to fit your needs. Since Casebook is built for human services in particular, the platform has about 80 percent of what your organization would need preloaded, giving you an intuitive user experience (UX) that streamlines the configuration process. The four areas where Casebook offers the greatest opportunity for configuration are: Dynamic data Workflows Forms Reporting Regardless of the type of services you provide, the Casebook platform comes with just enough out of the box to allow for precise tailoring to your unique requirements while still promising a breezy setup period that can go by in less than a day. How quickly you configure and implement Casebook depends on your organization’s readiness for digitization and any data migration needs. For most organizations, implementation takes about 30 days or less.. Searching for a new human services platform can turn up a host of options, leading to confusion or even analysis paralysis. Should you pick a familiar name-brand platform and spend the time (and consulting fees) conforming it to your specific needs? Or are there more appropriate choices for your organization that can help you save those resources for your mission-critical projects? To find the human services software solution with the best time to value, your search should begin with purpose Select a Purpose-Built Software Solution If efficiency is your goal, you’ll find that the best human services software solution is designed expressly for human services. Adapting a customer relationship management (CRM) solution like Salesforce for human services may seem expedient, but it’s far from ideal. CRMs provide more than what’s needed in the human services space, resulting in a distracting experience. Plus, configuring them for the unique needs of human services professionals can be time-consuming, negatively impacting their time to value. That’s why choosing a platform that’s purpose-built for human services is the best course of action. Cloud-based software-as-a-service (SaaS) options are few, but they offer the most value given the accessibility, affordability, and security they offer. The first and only pure SaaS platform for the human services industry is Casebook. With Casebook, you have the advantage of a data model and interfaces that are crafted specifically for this field, making it ideally suited for the wide range of human services. The organizations that benefit the most from using Casebook are leaders in the fields of: Child welfare & foster care Social work Case management Community services Victim services & advocacy Homeless services By choosing an intuitive, accessible SaaS platform like Casebook as your human services software, you can maximize your operational efficiency while improving your client experience. Make Configuration Quick and Painless As you consider new solutions for your organization, it’s important to note the difference between configurable and customizable software. To customize a software platform, the vendor has to make changes to it on behalf of the user. Besides the monetary costs this method often incurs, its lengthy customization process can significantly impair your operational efficiency. That’s why opting for a configurable software package is advisable if you’re serious about saving your valuable resources and maximizing your time to value. Configurable platforms are typically purpose-built for the audience they serve and give you, the end user, more control so you can avoid expensive consulting services not included in standard purchase or setup costs. Configurability empowers you to adjust prebuilt capabilities in the way that’s best for your organization, providing lots of freedom and flexibility when it comes to shaping the platform to fit your needs. Since Casebook is built for human services in particular, the platform has about 80 percent of what your organization would need preloaded, giving you an intuitive user experience (UX) that streamlines the configuration process. The four areas where Casebook offers the greatest opportunity for configuration are: Dynamic data Workflows Forms Reporting Regardless of the type of services you provide, the Casebook platform comes with just enough out of the box to allow for precise tailoring to your unique requirements while still promising a breezy setup period that can go by in less than a day. How quickly you configure and implement Casebook depends on your organization’s readiness for digitization and any data migration needs. For most organizations, implementation takes about 30 days or less..

Teachers face a challenge to keep children focused on their lesson plans. For some, the student's needs exceed their expertise, time for individual attention, or the resources and support to help children with special needs. That’s where you come in. Wraparound services address the underlying factors in the child’s life. Effective wraparound services don’t happen in a vacuum. They are built with a collaboration of committed representatives from the organizations that serve the child. They could include: School-linked and school-based services Non-educational or supportive services Parental or caregiver involvement Program funders Business leaders Law enforcement agencies Health care providers Mental health/substance abuse service providers Other organizations with needed resources or expertise Teachers face a challenge to keep children focused on their lesson plans. For some, the student's needs exceed their expertise, time for individual attention, or the resources and support to help children with special needs. That’s where you come in. Wraparound services address the underlying factors in the child’s life. Effective wraparound services don’t happen in a vacuum. They are built with a collaboration of committed representatives from the organizations that serve the child. They could include: School-linked and school-based services Non-educational or supportive services Parental or caregiver involvement Program funders Business leaders Law enforcement agencies Health care providers Mental health/substance abuse service providers Other organizations with needed resources or expertise Teachers face a challenge to keep children focused on their lesson plans. For some, the student's needs exceed their expertise, time for individual attention, or the resources and support to help children with special needs. That’s where you come in. Wraparound services address the underlying factors in the child’s life. Effective wraparound services don’t happen in a vacuum. They are built with a collaboration of committed representatives from the organizations that serve the child. They could include: School-linked and school-based services Non-educational or supportive services Parental or caregiver involvement Program funders Business leaders Law enforcement agencies Health care providers Mental health/substance abuse service providers Other organizations with needed resources or expertise Teachers face a challenge to keep children focused on their lesson plans. For some, the student's needs exceed their expertise, time for individual attention, or the resources and support to help children with special needs. That’s where you come in. Wraparound services address the underlying factors in the child’s life. Effective wraparound services don’t happen in a vacuum. They are built with a collaboration of committed representatives from the organizations that serve the child. They could include: School-linked and school-based services Non-educational or supportive services Parental or caregiver involvement Program funders Business leaders Law enforcement agencies Health care providers Mental health/substance abuse service providers Other organizations with needed resources or expertise Teachers face a challenge to keep children focused on their lesson plans. For some, the student's needs exceed their expertise, time for individual attention, or the resources and support to help children with special needs. That’s where you come in. Wraparound services address the underlying factors in the child’s life. Effective wraparound services don’t happen in a vacuum. They are built with a collaboration of committed representatives from the organizations that serve the child. They could include: School-linked and school-based services Non-educational or supportive services Parental or caregiver involvement Program funders Business leaders Law enforcement agencies Health care providers Mental health/substance abuse service providers Other organizations with needed resources or expertise Teachers face a challenge to keep children focused on their lesson plans. For some, the student's needs exceed their expertise, time for individual attention, or the resources and support to help children with special needs. That’s where you come in. Wraparound services address the underlying factors in the child’s life. Effective wraparound services don’t happen in a vacuum. They are built with a collaboration of committed representatives from the organizations that serve the child. They could include: School-linked and school-based services Non-educational or supportive services Parental or caregiver involvement Program funders Business leaders Law enforcement agencies Health care providers Mental health/substance abuse service providers Other organizations with needed resources or expertise Teachers face a challenge to keep children focused on their lesson plans. For some, the student's needs exceed their expertise, time for individual attention, or the resources and support to help children with special needs. That’s where you come in. Wraparound services address the underlying factors in the child’s life. Effective wraparound services don’t happen in a vacuum. They are built with a collaboration of committed representatives from the organizations that serve the child. They could include: School-linked and school-based services Non-educational or supportive services Parental or caregiver involvement Program funders Business leaders Law enforcement agencies Health care providers Mental health/substance abuse service providers Other organizations with needed resources or expertise Teachers face a challenge to keep children focused on their lesson plans. For some, the student's needs exceed their expertise, time for individual attention, or the resources and support to help children with special needs. That’s where you come in. Wraparound services address the underlying factors in the child’s life. Effective wraparound services don’t happen in a vacuum. They are built with a collaboration of committed representatives from the organizations that serve the child. They could include: School-linked and school-based services Non-educational or supportive services Parental or caregiver involvement Program funders Business leaders Law enforcement agencies Health care providers Mental health/substance abuse service providers Other organizations with needed resources or expertise Teachers face a challenge to keep children focused on their lesson plans. For some, the student's needs exceed their expertise, time for individual attention, or the resources and support to help children with special needs. That’s where you come in. Wraparound services address the underlying factors in the child’s life. Effective wraparound services don’t happen in a vacuum. They are built with a collaboration of committed representatives from the organizations that serve the child. They could include: School-linked and school-based services Non-educational or supportive services Parental or caregiver involvement Program funders Business leaders Law enforcement agencies Health care providers Mental health/substance abuse service providers Other organizations with needed resources or expertise Teachers face a challenge to keep children focused on their lesson plans. For some, the student's needs exceed their expertise, time for individual attention, or the resources and support to help children with special needs. That’s where you come in. Wraparound services address the underlying factors in the child’s life. Effective wraparound services don’t happen in a vacuum. They are built with a collaboration of committed representatives from the organizations that serve the child. They could include: School-linked and school-based services Non-educational or supportive services Parental or caregiver involvement Program funders Business leaders Law enforcement agencies Health care providers Mental health/substance abuse service providers Other organizations with needed resources or expertise

For non-profits and social service organizations working in the career training and workforce development space, offering apprenticeship programs is a great way to ensure that entry-level workers and career changers alike can overcome the pressing challenges of today’s economy. What do the fledgling designers and software engineers at Nava PBC, and aspiring electricians at Georgia Power have in common with aspiring stonemasons and blacksmiths from the 1500s? They’ve all built their careers through apprenticeships. Today’s apprenticeships are a modern update of an ancient training practice developed back when the printing press was the closest thing we had to Twitter. It’s an “earn while you learn” model that combines paid on the job training with classroom learning to equip workers with the skills necessary to succeed in their fields. It also provides companies with a pipeline of diverse talent to fill their hiring needs. As Real Clear Policy reported in 2019, “A whopping 94 percent of workers who complete apprenticeship training stay with their employers, reducing employee churn and creating a more stable and productive workforce.” Apprenticeships have been popular in the construction trades for years, but are now emerging in a variety of additional fields, including healthcare, finance, and information technology. Some apprentices are recruited directly through a company, organization, or trade association. Others are connected through college career services, non-profit organizations, or government agencies that pair apprenticeship candidates with potential opportunities. The reality is that running these programs involves multiple logistical, organizational and programmatic challenges and it’s a lot to juggle. Integration and collaboration are the new watchwords in data management. That’s where Casebook comes in. Instead of multiple shared drives, file cabinets, spreadsheets, random post-its, or toggling between different software programs that don’t meet all of your needs, Casebook’s web-based software keeps all critical case management information in one place. All of your data remains organized, accessible, and secure during all phases of the process: from application to placement, initial training, progress reports, and any post-apprenticeship follow-up, and beyond. With Casebook’s cb Intake, it is easy to start the enrollment of a new apprentice as they express interest in a program. Once accepted, simply create a new case in cb Engage where all notes, documentation and records can be linked to the trainee. In addition to simplifying individual case management, Casebook’s Person Profile also tracks relationships, ensuring organizations can easily coordinate with current apprentices, employers, and mentors and stay on top of leads for new ones. Need to track any apprenticeship-related certifications and licenses? Casebook’s cb Admin can help with that too by allowing the creation of forms, including signature capture, Minimizing paperwork and maximizing efficiency. Casebook is available wherever the internet is: on computers, tablets, even your mobile phone. If you’re in the office, in the field, or increasingly in this current environment, working remotely, Casebook provides access to all of your critical information. Whether you’re a team of three or a statewide agency with thousands of employees, Casebook’s flexibility and customization enables you to successfully meet your individual organization’s needs, so you can focus on your top priority: providing pathways to career success. For non-profits and social service organizations working in the career training and workforce development space, offering apprenticeship programs is a great way to ensure that entry-level workers and career changers alike can overcome the pressing challenges of today’s economy. What do the fledgling designers and software engineers at Nava PBC, and aspiring electricians at Georgia Power have in common with aspiring stonemasons and blacksmiths from the 1500s? They’ve all built their careers through apprenticeships. Today’s apprenticeships are a modern update of an ancient training practice developed back when the printing press was the closest thing we had to Twitter. It’s an “earn while you learn” model that combines paid on the job training with classroom learning to equip workers with the skills necessary to succeed in their fields. It also provides companies with a pipeline of diverse talent to fill their hiring needs. As Real Clear Policy reported in 2019, “A whopping 94 percent of workers who complete apprenticeship training stay with their employers, reducing employee churn and creating a more stable and productive workforce.” Apprenticeships have been popular in the construction trades for years, but are now emerging in a variety of additional fields, including healthcare, finance, and information technology. Some apprentices are recruited directly through a company, organization, or trade association. Others are connected through college career services, non-profit organizations, or government agencies that pair apprenticeship candidates with potential opportunities. The reality is that running these programs involves multiple logistical, organizational and programmatic challenges and it’s a lot to juggle. Integration and collaboration are the new watchwords in data management. That’s where Casebook comes in. Instead of multiple shared drives, file cabinets, spreadsheets, random post-its, or toggling between different software programs that don’t meet all of your needs, Casebook’s web-based software keeps all critical case management information in one place. All of your data remains organized, accessible, and secure during all phases of the process: from application to placement, initial training, progress reports, and any post-apprenticeship follow-up, and beyond. With Casebook’s cb Intake, it is easy to start the enrollment of a new apprentice as they express interest in a program. Once accepted, simply create a new case in cb Engage where all notes, documentation and records can be linked to the trainee. In addition to simplifying individual case management, Casebook’s Person Profile also tracks relationships, ensuring organizations can easily coordinate with current apprentices, employers, and mentors and stay on top of leads for new ones. Need to track any apprenticeship-related certifications and licenses? Casebook’s cb Admin can help with that too by allowing the creation of forms, including signature capture, Minimizing paperwork and maximizing efficiency. Casebook is available wherever the internet is: on computers, tablets, even your mobile phone. If you’re in the office, in the field, or increasingly in this current environment, working remotely, Casebook provides access to all of your critical information. Whether you’re a team of three or a statewide agency with thousands of employees, Casebook’s flexibility and customization enables you to successfully meet your individual organization’s needs, so you can focus on your top priority: providing pathways to career success. For non-profits and social service organizations working in the career training and workforce development space, offering apprenticeship programs is a great way to ensure that entry-level workers and career changers alike can overcome the pressing challenges of today’s economy. What do the fledgling designers and software engineers at Nava PBC, and aspiring electricians at Georgia Power have in common with aspiring stonemasons and blacksmiths from the 1500s? They’ve all built their careers through apprenticeships. Today’s apprenticeships are a modern update of an ancient training practice developed back when the printing press was the closest thing we had to Twitter. It’s an “earn while you learn” model that combines paid on the job training with classroom learning to equip workers with the skills necessary to succeed in their fields. It also provides companies with a pipeline of diverse talent to fill their hiring needs. As Real Clear Policy reported in 2019, “A whopping 94 percent of workers who complete apprenticeship training stay with their employers, reducing employee churn and creating a more stable and productive workforce.” Apprenticeships have been popular in the construction trades for years, but are now emerging in a variety of additional fields, including healthcare, finance, and information technology. Some apprentices are recruited directly through a company, organization, or trade association. Others are connected through college career services, non-profit organizations, or government agencies that pair apprenticeship candidates with potential opportunities. The reality is that running these programs involves multiple logistical, organizational and programmatic challenges and it’s a lot to juggle. Integration and collaboration are the new watchwords in data management. That’s where Casebook comes in. Instead of multiple shared drives, file cabinets, spreadsheets, random post-its, or toggling between different software programs that don’t meet all of your needs, Casebook’s web-based software keeps all critical case management information in one place. All of your data remains organized, accessible, and secure during all phases of the process: from application to placement, initial training, progress reports, and any post-apprenticeship follow-up, and beyond. With Casebook’s cb Intake, it is easy to start the enrollment of a new apprentice as they express interest in a program. Once accepted, simply create a new case in cb Engage where all notes, documentation and records can be linked to the trainee. In addition to simplifying individual case management, Casebook’s Person Profile also tracks relationships, ensuring organizations can easily coordinate with current apprentices, employers, and mentors and stay on top of leads for new ones. Need to track any apprenticeship-related certifications and licenses? Casebook’s cb Admin can help with that too by allowing the creation of forms, including signature capture, Minimizing paperwork and maximizing efficiency. Casebook is available wherever the internet is: on computers, tablets, even your mobile phone. If you’re in the office, in the field, or increasingly in this current environment, working remotely, Casebook provides access to all of your critical information. Whether you’re a team of three or a statewide agency with thousands of employees, Casebook’s flexibility and customization enables you to successfully meet your individual organization’s needs, so you can focus on your top priority: providing pathways to career success. For non-profits and social service organizations working in the career training and workforce development space, offering apprenticeship programs is a great way to ensure that entry-level workers and career changers alike can overcome the pressing challenges of today’s economy. What do the fledgling designers and software engineers at Nava PBC, and aspiring electricians at Georgia Power have in common with aspiring stonemasons and blacksmiths from the 1500s? They’ve all built their careers through apprenticeships. Today’s apprenticeships are a modern update of an ancient training practice developed back when the printing press was the closest thing we had to Twitter. It’s an “earn while you learn” model that combines paid on the job training with classroom learning to equip workers with the skills necessary to succeed in their fields. It also provides companies with a pipeline of diverse talent to fill their hiring needs. As Real Clear Policy reported in 2019, “A whopping 94 percent of workers who complete apprenticeship training stay with their employers, reducing employee churn and creating a more stable and productive workforce.” Apprenticeships have been popular in the construction trades for years, but are now emerging in a variety of additional fields, including healthcare, finance, and information technology. Some apprentices are recruited directly through a company, organization, or trade association. Others are connected through college career services, non-profit organizations, or government agencies that pair apprenticeship candidates with potential opportunities. The reality is that running these programs involves multiple logistical, organizational and programmatic challenges and it’s a lot to juggle. Integration and collaboration are the new watchwords in data management. That’s where Casebook comes in. Instead of multiple shared drives, file cabinets, spreadsheets, random post-its, or toggling between different software programs that don’t meet all of your needs, Casebook’s web-based software keeps all critical case management information in one place. All of your data remains organized, accessible, and secure during all phases of the process: from application to placement, initial training, progress reports, and any post-apprenticeship follow-up, and beyond. With Casebook’s cb Intake, it is easy to start the enrollment of a new apprentice as they express interest in a program. Once accepted, simply create a new case in cb Engage where all notes, documentation and records can be linked to the trainee. In addition to simplifying individual case management, Casebook’s Person Profile also tracks relationships, ensuring organizations can easily coordinate with current apprentices, employers, and mentors and stay on top of leads for new ones. Need to track any apprenticeship-related certifications and licenses? Casebook’s cb Admin can help with that too by allowing the creation of forms, including signature capture, Minimizing paperwork and maximizing efficiency. Casebook is available wherever the internet is: on computers, tablets, even your mobile phone. If you’re in the office, in the field, or increasingly in this current environment, working remotely, Casebook provides access to all of your critical information. Whether you’re a team of three or a statewide agency with thousands of employees, Casebook’s flexibility and customization enables you to successfully meet your individual organization’s needs, so you can focus on your top priority: providing pathways to career success. For non-profits and social service organizations working in the career training and workforce development space, offering apprenticeship programs is a great way to ensure that entry-level workers and career changers alike can overcome the pressing challenges of today’s economy. What do the fledgling designers and software engineers at Nava PBC, and aspiring electricians at Georgia Power have in common with aspiring stonemasons and blacksmiths from the 1500s? They’ve all built their careers through apprenticeships. Today’s apprenticeships are a modern update of an ancient training practice developed back when the printing press was the closest thing we had to Twitter. It’s an “earn while you learn” model that combines paid on the job training with classroom learning to equip workers with the skills necessary to succeed in their fields. It also provides companies with a pipeline of diverse talent to fill their hiring needs. As Real Clear Policy reported in 2019, “A whopping 94 percent of workers who complete apprenticeship training stay with their employers, reducing employee churn and creating a more stable and productive workforce.” Apprenticeships have been popular in the construction trades for years, but are now emerging in a variety of additional fields, including healthcare, finance, and information technology. Some apprentices are recruited directly through a company, organization, or trade association. Others are connected through college career services, non-profit organizations, or government agencies that pair apprenticeship candidates with potential opportunities. The reality is that running these programs involves multiple logistical, organizational and programmatic challenges and it’s a lot to juggle. Integration and collaboration are the new watchwords in data management. That’s where Casebook comes in. Instead of multiple shared drives, file cabinets, spreadsheets, random post-its, or toggling between different software programs that don’t meet all of your needs, Casebook’s web-based software keeps all critical case management information in one place. All of your data remains organized, accessible, and secure during all phases of the process: from application to placement, initial training, progress reports, and any post-apprenticeship follow-up, and beyond. With Casebook’s cb Intake, it is easy to start the enrollment of a new apprentice as they express interest in a program. Once accepted, simply create a new case in cb Engage where all notes, documentation and records can be linked to the trainee. In addition to simplifying individual case management, Casebook’s Person Profile also tracks relationships, ensuring organizations can easily coordinate with current apprentices, employers, and mentors and stay on top of leads for new ones. Need to track any apprenticeship-related certifications and licenses? Casebook’s cb Admin can help with that too by allowing the creation of forms, including signature capture, Minimizing paperwork and maximizing efficiency. Casebook is available wherever the internet is: on computers, tablets, even your mobile phone. If you’re in the office, in the field, or increasingly in this current environment, working remotely, Casebook provides access to all of your critical information. Whether you’re a team of three or a statewide agency with thousands of employees, Casebook’s flexibility and customization enables you to successfully meet your individual organization’s needs, so you can focus on your top priority: providing pathways to career success. For non-profits and social service organizations working in the career training and workforce development space, offering apprenticeship programs is a great way to ensure that entry-level workers and career changers alike can overcome the pressing challenges of today’s economy. What do the fledgling designers and software engineers at Nava PBC, and aspiring electricians at Georgia Power have in common with aspiring stonemasons and blacksmiths from the 1500s? They’ve all built their careers through apprenticeships. Today’s apprenticeships are a modern update of an ancient training practice developed back when the printing press was the closest thing we had to Twitter. It’s an “earn while you learn” model that combines paid on the job training with classroom learning to equip workers with the skills necessary to succeed in their fields. It also provides companies with a pipeline of diverse talent to fill their hiring needs. As Real Clear Policy reported in 2019, “A whopping 94 percent of workers who complete apprenticeship training stay with their employers, reducing employee churn and creating a more stable and productive workforce.” Apprenticeships have been popular in the construction trades for years, but are now emerging in a variety of additional fields, including healthcare, finance, and information technology. Some apprentices are recruited directly through a company, organization, or trade association. Others are connected through college career services, non-profit organizations, or government agencies that pair apprenticeship candidates with potential opportunities. The reality is that running these programs involves multiple logistical, organizational and programmatic challenges and it’s a lot to juggle. Integration and collaboration are the new watchwords in data management. That’s where Casebook comes in. Instead of multiple shared drives, file cabinets, spreadsheets, random post-its, or toggling between different software programs that don’t meet all of your needs, Casebook’s web-based software keeps all critical case management information in one place. All of your data remains organized, accessible, and secure during all phases of the process: from application to placement, initial training, progress reports, and any post-apprenticeship follow-up, and beyond. With Casebook’s cb Intake, it is easy to start the enrollment of a new apprentice as they express interest in a program. Once accepted, simply create a new case in cb Engage where all notes, documentation and records can be linked to the trainee. In addition to simplifying individual case management, Casebook’s Person Profile also tracks relationships, ensuring organizations can easily coordinate with current apprentices, employers, and mentors and stay on top of leads for new ones. Need to track any apprenticeship-related certifications and licenses? Casebook’s cb Admin can help with that too by allowing the creation of forms, including signature capture, Minimizing paperwork and maximizing efficiency. Casebook is available wherever the internet is: on computers, tablets, even your mobile phone. If you’re in the office, in the field, or increasingly in this current environment, working remotely, Casebook provides access to all of your critical information. Whether you’re a team of three or a statewide agency with thousands of employees, Casebook’s flexibility and customization enables you to successfully meet your individual organization’s needs, so you can focus on your top priority: providing pathways to career success. For non-profits and social service organizations working in the career training and workforce development space, offering apprenticeship programs is a great way to ensure that entry-level workers and career changers alike can overcome the pressing challenges of today’s economy. What do the fledgling designers and software engineers at Nava PBC, and aspiring electricians at Georgia Power have in common with aspiring stonemasons and blacksmiths from the 1500s? They’ve all built their careers through apprenticeships. Today’s apprenticeships are a modern update of an ancient training practice developed back when the printing press was the closest thing we had to Twitter. It’s an “earn while you learn” model that combines paid on the job training with classroom learning to equip workers with the skills necessary to succeed in their fields. It also provides companies with a pipeline of diverse talent to fill their hiring needs. As Real Clear Policy reported in 2019, “A whopping 94 percent of workers who complete apprenticeship training stay with their employers, reducing employee churn and creating a more stable and productive workforce.” Apprenticeships have been popular in the construction trades for years, but are now emerging in a variety of additional fields, including healthcare, finance, and information technology. Some apprentices are recruited directly through a company, organization, or trade association. Others are connected through college career services, non-profit organizations, or government agencies that pair apprenticeship candidates with potential opportunities. The reality is that running these programs involves multiple logistical, organizational and programmatic challenges and it’s a lot to juggle. Integration and collaboration are the new watchwords in data management. That’s where Casebook comes in. Instead of multiple shared drives, file cabinets, spreadsheets, random post-its, or toggling between different software programs that don’t meet all of your needs, Casebook’s web-based software keeps all critical case management information in one place. All of your data remains organized, accessible, and secure during all phases of the process: from application to placement, initial training, progress reports, and any post-apprenticeship follow-up, and beyond. With Casebook’s cb Intake, it is easy to start the enrollment of a new apprentice as they express interest in a program. Once accepted, simply create a new case in cb Engage where all notes, documentation and records can be linked to the trainee. In addition to simplifying individual case management, Casebook’s Person Profile also tracks relationships, ensuring organizations can easily coordinate with current apprentices, employers, and mentors and stay on top of leads for new ones. Need to track any apprenticeship-related certifications and licenses? Casebook’s cb Admin can help with that too by allowing the creation of forms, including signature capture, Minimizing paperwork and maximizing efficiency. Casebook is available wherever the internet is: on computers, tablets, even your mobile phone. If you’re in the office, in the field, or increasingly in this current environment, working remotely, Casebook provides access to all of your critical information. Whether you’re a team of three or a statewide agency with thousands of employees, Casebook’s flexibility and customization enables you to successfully meet your individual organization’s needs, so you can focus on your top priority: providing pathways to career success. For non-profits and social service organizations working in the career training and workforce development space, offering apprenticeship programs is a great way to ensure that entry-level workers and career changers alike can overcome the pressing challenges of today’s economy. What do the fledgling designers and software engineers at Nava PBC, and aspiring electricians at Georgia Power have in common with aspiring stonemasons and blacksmiths from the 1500s? They’ve all built their careers through apprenticeships. Today’s apprenticeships are a modern update of an ancient training practice developed back when the printing press was the closest thing we had to Twitter. It’s an “earn while you learn” model that combines paid on the job training with classroom learning to equip workers with the skills necessary to succeed in their fields. It also provides companies with a pipeline of diverse talent to fill their hiring needs. As Real Clear Policy reported in 2019, “A whopping 94 percent of workers who complete apprenticeship training stay with their employers, reducing employee churn and creating a more stable and productive workforce.” Apprenticeships have been popular in the construction trades for years, but are now emerging in a variety of additional fields, including healthcare, finance, and information technology. Some apprentices are recruited directly through a company, organization, or trade association. Others are connected through college career services, non-profit organizations, or government agencies that pair apprenticeship candidates with potential opportunities. The reality is that running these programs involves multiple logistical, organizational and programmatic challenges and it’s a lot to juggle. Integration and collaboration are the new watchwords in data management. That’s where Casebook comes in. Instead of multiple shared drives, file cabinets, spreadsheets, random post-its, or toggling between different software programs that don’t meet all of your needs, Casebook’s web-based software keeps all critical case management information in one place. All of your data remains organized, accessible, and secure during all phases of the process: from application to placement, initial training, progress reports, and any post-apprenticeship follow-up, and beyond. With Casebook’s cb Intake, it is easy to start the enrollment of a new apprentice as they express interest in a program. Once accepted, simply create a new case in cb Engage where all notes, documentation and records can be linked to the trainee. In addition to simplifying individual case management, Casebook’s Person Profile also tracks relationships, ensuring organizations can easily coordinate with current apprentices, employers, and mentors and stay on top of leads for new ones. Need to track any apprenticeship-related certifications and licenses? Casebook’s cb Admin can help with that too by allowing the creation of forms, including signature capture, Minimizing paperwork and maximizing efficiency. Casebook is available wherever the internet is: on computers, tablets, even your mobile phone. If you’re in the office, in the field, or increasingly in this current environment, working remotely, Casebook provides access to all of your critical information. Whether you’re a team of three or a statewide agency with thousands of employees, Casebook’s flexibility and customization enables you to successfully meet your individual organization’s needs, so you can focus on your top priority: providing pathways to career success. For non-profits and social service organizations working in the career training and workforce development space, offering apprenticeship programs is a great way to ensure that entry-level workers and career changers alike can overcome the pressing challenges of today’s economy. What do the fledgling designers and software engineers at Nava PBC, and aspiring electricians at Georgia Power have in common with aspiring stonemasons and blacksmiths from the 1500s? They’ve all built their careers through apprenticeships. Today’s apprenticeships are a modern update of an ancient training practice developed back when the printing press was the closest thing we had to Twitter. It’s an “earn while you learn” model that combines paid on the job training with classroom learning to equip workers with the skills necessary to succeed in their fields. It also provides companies with a pipeline of diverse talent to fill their hiring needs. As Real Clear Policy reported in 2019, “A whopping 94 percent of workers who complete apprenticeship training stay with their employers, reducing employee churn and creating a more stable and productive workforce.” Apprenticeships have been popular in the construction trades for years, but are now emerging in a variety of additional fields, including healthcare, finance, and information technology. Some apprentices are recruited directly through a company, organization, or trade association. Others are connected through college career services, non-profit organizations, or government agencies that pair apprenticeship candidates with potential opportunities. The reality is that running these programs involves multiple logistical, organizational and programmatic challenges and it’s a lot to juggle. Integration and collaboration are the new watchwords in data management. That’s where Casebook comes in. Instead of multiple shared drives, file cabinets, spreadsheets, random post-its, or toggling between different software programs that don’t meet all of your needs, Casebook’s web-based software keeps all critical case management information in one place. All of your data remains organized, accessible, and secure during all phases of the process: from application to placement, initial training, progress reports, and any post-apprenticeship follow-up, and beyond. With Casebook’s cb Intake, it is easy to start the enrollment of a new apprentice as they express interest in a program. Once accepted, simply create a new case in cb Engage where all notes, documentation and records can be linked to the trainee. In addition to simplifying individual case management, Casebook’s Person Profile also tracks relationships, ensuring organizations can easily coordinate with current apprentices, employers, and mentors and stay on top of leads for new ones. Need to track any apprenticeship-related certifications and licenses? Casebook’s cb Admin can help with that too by allowing the creation of forms, including signature capture, Minimizing paperwork and maximizing efficiency. Casebook is available wherever the internet is: on computers, tablets, even your mobile phone. If you’re in the office, in the field, or increasingly in this current environment, working remotely, Casebook provides access to all of your critical information. Whether you’re a team of three or a statewide agency with thousands of employees, Casebook’s flexibility and customization enables you to successfully meet your individual organization’s needs, so you can focus on your top priority: providing pathways to career success. For non-profits and social service organizations working in the career training and workforce development space, offering apprenticeship programs is a great way to ensure that entry-level workers and career changers alike can overcome the pressing challenges of today’s economy. What do the fledgling designers and software engineers at Nava PBC, and aspiring electricians at Georgia Power have in common with aspiring stonemasons and blacksmiths from the 1500s? They’ve all built their careers through apprenticeships. Today’s apprenticeships are a modern update of an ancient training practice developed back when the printing press was the closest thing we had to Twitter. It’s an “earn while you learn” model that combines paid on the job training with classroom learning to equip workers with the skills necessary to succeed in their fields. It also provides companies with a pipeline of diverse talent to fill their hiring needs. As Real Clear Policy reported in 2019, “A whopping 94 percent of workers who complete apprenticeship training stay with their employers, reducing employee churn and creating a more stable and productive workforce.” Apprenticeships have been popular in the construction trades for years, but are now emerging in a variety of additional fields, including healthcare, finance, and information technology. Some apprentices are recruited directly through a company, organization, or trade association. Others are connected through college career services, non-profit organizations, or government agencies that pair apprenticeship candidates with potential opportunities. The reality is that running these programs involves multiple logistical, organizational and programmatic challenges and it’s a lot to juggle. Integration and collaboration are the new watchwords in data management. That’s where Casebook comes in. Instead of multiple shared drives, file cabinets, spreadsheets, random post-its, or toggling between different software programs that don’t meet all of your needs, Casebook’s web-based software keeps all critical case management information in one place. All of your data remains organized, accessible, and secure during all phases of the process: from application to placement, initial training, progress reports, and any post-apprenticeship follow-up, and beyond. With Casebook’s cb Intake, it is easy to start the enrollment of a new apprentice as they express interest in a program. Once accepted, simply create a new case in cb Engage where all notes, documentation and records can be linked to the trainee. In addition to simplifying individual case management, Casebook’s Person Profile also tracks relationships, ensuring organizations can easily coordinate with current apprentices, employers, and mentors and stay on top of leads for new ones. Need to track any apprenticeship-related certifications and licenses? Casebook’s cb Admin can help with that too by allowing the creation of forms, including signature capture, Minimizing paperwork and maximizing efficiency. Casebook is available wherever the internet is: on computers, tablets, even your mobile phone. If you’re in the office, in the field, or increasingly in this current environment, working remotely, Casebook provides access to all of your critical information. Whether you’re a team of three or a statewide agency with thousands of employees, Casebook’s flexibility and customization enables you to successfully meet your individual organization’s needs, so you can focus on your top priority: providing pathways to career success.