The Casebook Blog

One of the benefits of my job is that I’m continually introduced to organizations making a big impact in their corner of the world. Like a good parent says: "They are all my favorites." The truth is, some stand out more than others for their unique approaches or forgotten niches of the community that they reach. One of these organizations that left an indelible imprint on my mind was a particular nonprofit in the midwest that provides support to families who have a child who recently received an epilepsy diagnosis. This organization provided wraparound support services for the families and the individual children. Their goal was to meet families in the hospitals as soon as they received the epilepsy diagnosis and then give them a plan moving forward. Most of all, they gave the families hope and community that was desperately needed. These are the heroes we all need at different times in our lives. Before reaching out to Casebook, this organization was using a donor management platform to document their interactions with the families. This only partially worked the way they needed it. Eventually, it became clear that their current solution wasn’t going to cover all their needs, so they began the search for a case management solution. Whenever I have the opportunity to show someone the Casebook Platform, I make sure I understand a bit about the unique services that they’re providing for the community. I want to make sure that the Casebook I’m presenting most closely aligns with the Casebook they need. With our adaptive model, the Casebook platform is able to help multiple types of organizations serving diverse people groups. In studying this particular organization, I noticed that the individuals going into the hospitals to meet the families were trained volunteers. While these volunteers needed to document their visits with the hurting families, they most certainly did not need access to Casebook and the personal information the database houses. I was elated to show them that our product team has designed functionality for this specific need: email into case. Every case record that’s created has a unique email address automatically assigned to that particular record. If you give volunteers or external partnership organizations that unique email address, the content of that email will populate within the case notes section. This way, a group leader or a teacher may be able to update you, the caseworker, on notable aspects of the individual’s life that you otherwise would have no idea about. In regards to the Epilepsy Services organization, this supplied the perfect solution for a problem causing great consternation in their daily efforts. Now they are able to continue with their current model of outreach while not having to pay any extra subscription or functionality fees. It’s stories like this that remind me how grateful I am for the solutions we’re offering to help the helpers. Maybe your organization has been looking for a similar solution that allows collaboration on case records from individuals outside of your organization. In a normal circumstance, it would be impossible to allow this collaboration while still keeping data secure and HIPAA compliant. Now that solution exists, and it is in Casebook. Drew Pelletier Solutions Consultant andrew.pelletier@casebook.net One of the benefits of my job is that I’m continually introduced to organizations making a big impact in their corner of the world. Like a good parent says: "They are all my favorites." The truth is, some stand out more than others for their unique approaches or forgotten niches of the community that they reach. One of these organizations that left an indelible imprint on my mind was a particular nonprofit in the midwest that provides support to families who have a child who recently received an epilepsy diagnosis. This organization provided wraparound support services for the families and the individual children. Their goal was to meet families in the hospitals as soon as they received the epilepsy diagnosis and then give them a plan moving forward. Most of all, they gave the families hope and community that was desperately needed. These are the heroes we all need at different times in our lives. Before reaching out to Casebook, this organization was using a donor management platform to document their interactions with the families. This only partially worked the way they needed it. Eventually, it became clear that their current solution wasn’t going to cover all their needs, so they began the search for a case management solution. Whenever I have the opportunity to show someone the Casebook Platform, I make sure I understand a bit about the unique services that they’re providing for the community. I want to make sure that the Casebook I’m presenting most closely aligns with the Casebook they need. With our adaptive model, the Casebook platform is able to help multiple types of organizations serving diverse people groups. In studying this particular organization, I noticed that the individuals going into the hospitals to meet the families were trained volunteers. While these volunteers needed to document their visits with the hurting families, they most certainly did not need access to Casebook and the personal information the database houses. I was elated to show them that our product team has designed functionality for this specific need: email into case. Every case record that’s created has a unique email address automatically assigned to that particular record. If you give volunteers or external partnership organizations that unique email address, the content of that email will populate within the case notes section. This way, a group leader or a teacher may be able to update you, the caseworker, on notable aspects of the individual’s life that you otherwise would have no idea about. In regards to the Epilepsy Services organization, this supplied the perfect solution for a problem causing great consternation in their daily efforts. Now they are able to continue with their current model of outreach while not having to pay any extra subscription or functionality fees. It’s stories like this that remind me how grateful I am for the solutions we’re offering to help the helpers. Maybe your organization has been looking for a similar solution that allows collaboration on case records from individuals outside of your organization. In a normal circumstance, it would be impossible to allow this collaboration while still keeping data secure and HIPAA compliant. Now that solution exists, and it is in Casebook. Drew Pelletier Solutions Consultant andrew.pelletier@casebook.net One of the benefits of my job is that I’m continually introduced to organizations making a big impact in their corner of the world. Like a good parent says: "They are all my favorites." The truth is, some stand out more than others for their unique approaches or forgotten niches of the community that they reach. One of these organizations that left an indelible imprint on my mind was a particular nonprofit in the midwest that provides support to families who have a child who recently received an epilepsy diagnosis. This organization provided wraparound support services for the families and the individual children. Their goal was to meet families in the hospitals as soon as they received the epilepsy diagnosis and then give them a plan moving forward. Most of all, they gave the families hope and community that was desperately needed. These are the heroes we all need at different times in our lives. Before reaching out to Casebook, this organization was using a donor management platform to document their interactions with the families. This only partially worked the way they needed it. Eventually, it became clear that their current solution wasn’t going to cover all their needs, so they began the search for a case management solution. Whenever I have the opportunity to show someone the Casebook Platform, I make sure I understand a bit about the unique services that they’re providing for the community. I want to make sure that the Casebook I’m presenting most closely aligns with the Casebook they need. With our adaptive model, the Casebook platform is able to help multiple types of organizations serving diverse people groups. In studying this particular organization, I noticed that the individuals going into the hospitals to meet the families were trained volunteers. While these volunteers needed to document their visits with the hurting families, they most certainly did not need access to Casebook and the personal information the database houses. I was elated to show them that our product team has designed functionality for this specific need: email into case. Every case record that’s created has a unique email address automatically assigned to that particular record. If you give volunteers or external partnership organizations that unique email address, the content of that email will populate within the case notes section. This way, a group leader or a teacher may be able to update you, the caseworker, on notable aspects of the individual’s life that you otherwise would have no idea about. In regards to the Epilepsy Services organization, this supplied the perfect solution for a problem causing great consternation in their daily efforts. Now they are able to continue with their current model of outreach while not having to pay any extra subscription or functionality fees. It’s stories like this that remind me how grateful I am for the solutions we’re offering to help the helpers. Maybe your organization has been looking for a similar solution that allows collaboration on case records from individuals outside of your organization. In a normal circumstance, it would be impossible to allow this collaboration while still keeping data secure and HIPAA compliant. Now that solution exists, and it is in Casebook. Drew Pelletier Solutions Consultant andrew.pelletier@casebook.net One of the benefits of my job is that I’m continually introduced to organizations making a big impact in their corner of the world. Like a good parent says: "They are all my favorites." The truth is, some stand out more than others for their unique approaches or forgotten niches of the community that they reach. One of these organizations that left an indelible imprint on my mind was a particular nonprofit in the midwest that provides support to families who have a child who recently received an epilepsy diagnosis. This organization provided wraparound support services for the families and the individual children. Their goal was to meet families in the hospitals as soon as they received the epilepsy diagnosis and then give them a plan moving forward. Most of all, they gave the families hope and community that was desperately needed. These are the heroes we all need at different times in our lives. Before reaching out to Casebook, this organization was using a donor management platform to document their interactions with the families. This only partially worked the way they needed it. Eventually, it became clear that their current solution wasn’t going to cover all their needs, so they began the search for a case management solution. Whenever I have the opportunity to show someone the Casebook Platform, I make sure I understand a bit about the unique services that they’re providing for the community. I want to make sure that the Casebook I’m presenting most closely aligns with the Casebook they need. With our adaptive model, the Casebook platform is able to help multiple types of organizations serving diverse people groups. In studying this particular organization, I noticed that the individuals going into the hospitals to meet the families were trained volunteers. While these volunteers needed to document their visits with the hurting families, they most certainly did not need access to Casebook and the personal information the database houses. I was elated to show them that our product team has designed functionality for this specific need: email into case. Every case record that’s created has a unique email address automatically assigned to that particular record. If you give volunteers or external partnership organizations that unique email address, the content of that email will populate within the case notes section. This way, a group leader or a teacher may be able to update you, the caseworker, on notable aspects of the individual’s life that you otherwise would have no idea about. In regards to the Epilepsy Services organization, this supplied the perfect solution for a problem causing great consternation in their daily efforts. Now they are able to continue with their current model of outreach while not having to pay any extra subscription or functionality fees. It’s stories like this that remind me how grateful I am for the solutions we’re offering to help the helpers. Maybe your organization has been looking for a similar solution that allows collaboration on case records from individuals outside of your organization. In a normal circumstance, it would be impossible to allow this collaboration while still keeping data secure and HIPAA compliant. Now that solution exists, and it is in Casebook. Drew Pelletier Solutions Consultant andrew.pelletier@casebook.net One of the benefits of my job is that I’m continually introduced to organizations making a big impact in their corner of the world. Like a good parent says: "They are all my favorites." The truth is, some stand out more than others for their unique approaches or forgotten niches of the community that they reach. One of these organizations that left an indelible imprint on my mind was a particular nonprofit in the midwest that provides support to families who have a child who recently received an epilepsy diagnosis. This organization provided wraparound support services for the families and the individual children. Their goal was to meet families in the hospitals as soon as they received the epilepsy diagnosis and then give them a plan moving forward. Most of all, they gave the families hope and community that was desperately needed. These are the heroes we all need at different times in our lives. Before reaching out to Casebook, this organization was using a donor management platform to document their interactions with the families. This only partially worked the way they needed it. Eventually, it became clear that their current solution wasn’t going to cover all their needs, so they began the search for a case management solution. Whenever I have the opportunity to show someone the Casebook Platform, I make sure I understand a bit about the unique services that they’re providing for the community. I want to make sure that the Casebook I’m presenting most closely aligns with the Casebook they need. With our adaptive model, the Casebook platform is able to help multiple types of organizations serving diverse people groups. In studying this particular organization, I noticed that the individuals going into the hospitals to meet the families were trained volunteers. While these volunteers needed to document their visits with the hurting families, they most certainly did not need access to Casebook and the personal information the database houses. I was elated to show them that our product team has designed functionality for this specific need: email into case. Every case record that’s created has a unique email address automatically assigned to that particular record. If you give volunteers or external partnership organizations that unique email address, the content of that email will populate within the case notes section. This way, a group leader or a teacher may be able to update you, the caseworker, on notable aspects of the individual’s life that you otherwise would have no idea about. In regards to the Epilepsy Services organization, this supplied the perfect solution for a problem causing great consternation in their daily efforts. Now they are able to continue with their current model of outreach while not having to pay any extra subscription or functionality fees. It’s stories like this that remind me how grateful I am for the solutions we’re offering to help the helpers. Maybe your organization has been looking for a similar solution that allows collaboration on case records from individuals outside of your organization. In a normal circumstance, it would be impossible to allow this collaboration while still keeping data secure and HIPAA compliant. Now that solution exists, and it is in Casebook. Drew Pelletier Solutions Consultant andrew.pelletier@casebook.net One of the benefits of my job is that I’m continually introduced to organizations making a big impact in their corner of the world. Like a good parent says: "They are all my favorites." The truth is, some stand out more than others for their unique approaches or forgotten niches of the community that they reach. One of these organizations that left an indelible imprint on my mind was a particular nonprofit in the midwest that provides support to families who have a child who recently received an epilepsy diagnosis. This organization provided wraparound support services for the families and the individual children. Their goal was to meet families in the hospitals as soon as they received the epilepsy diagnosis and then give them a plan moving forward. Most of all, they gave the families hope and community that was desperately needed. These are the heroes we all need at different times in our lives. Before reaching out to Casebook, this organization was using a donor management platform to document their interactions with the families. This only partially worked the way they needed it. Eventually, it became clear that their current solution wasn’t going to cover all their needs, so they began the search for a case management solution. Whenever I have the opportunity to show someone the Casebook Platform, I make sure I understand a bit about the unique services that they’re providing for the community. I want to make sure that the Casebook I’m presenting most closely aligns with the Casebook they need. With our adaptive model, the Casebook platform is able to help multiple types of organizations serving diverse people groups. In studying this particular organization, I noticed that the individuals going into the hospitals to meet the families were trained volunteers. While these volunteers needed to document their visits with the hurting families, they most certainly did not need access to Casebook and the personal information the database houses. I was elated to show them that our product team has designed functionality for this specific need: email into case. Every case record that’s created has a unique email address automatically assigned to that particular record. If you give volunteers or external partnership organizations that unique email address, the content of that email will populate within the case notes section. This way, a group leader or a teacher may be able to update you, the caseworker, on notable aspects of the individual’s life that you otherwise would have no idea about. In regards to the Epilepsy Services organization, this supplied the perfect solution for a problem causing great consternation in their daily efforts. Now they are able to continue with their current model of outreach while not having to pay any extra subscription or functionality fees. It’s stories like this that remind me how grateful I am for the solutions we’re offering to help the helpers. Maybe your organization has been looking for a similar solution that allows collaboration on case records from individuals outside of your organization. In a normal circumstance, it would be impossible to allow this collaboration while still keeping data secure and HIPAA compliant. Now that solution exists, and it is in Casebook. Drew Pelletier Solutions Consultant andrew.pelletier@casebook.net One of the benefits of my job is that I’m continually introduced to organizations making a big impact in their corner of the world. Like a good parent says: "They are all my favorites." The truth is, some stand out more than others for their unique approaches or forgotten niches of the community that they reach. One of these organizations that left an indelible imprint on my mind was a particular nonprofit in the midwest that provides support to families who have a child who recently received an epilepsy diagnosis. This organization provided wraparound support services for the families and the individual children. Their goal was to meet families in the hospitals as soon as they received the epilepsy diagnosis and then give them a plan moving forward. Most of all, they gave the families hope and community that was desperately needed. These are the heroes we all need at different times in our lives. Before reaching out to Casebook, this organization was using a donor management platform to document their interactions with the families. This only partially worked the way they needed it. Eventually, it became clear that their current solution wasn’t going to cover all their needs, so they began the search for a case management solution. Whenever I have the opportunity to show someone the Casebook Platform, I make sure I understand a bit about the unique services that they’re providing for the community. I want to make sure that the Casebook I’m presenting most closely aligns with the Casebook they need. With our adaptive model, the Casebook platform is able to help multiple types of organizations serving diverse people groups. In studying this particular organization, I noticed that the individuals going into the hospitals to meet the families were trained volunteers. While these volunteers needed to document their visits with the hurting families, they most certainly did not need access to Casebook and the personal information the database houses. I was elated to show them that our product team has designed functionality for this specific need: email into case. Every case record that’s created has a unique email address automatically assigned to that particular record. If you give volunteers or external partnership organizations that unique email address, the content of that email will populate within the case notes section. This way, a group leader or a teacher may be able to update you, the caseworker, on notable aspects of the individual’s life that you otherwise would have no idea about. In regards to the Epilepsy Services organization, this supplied the perfect solution for a problem causing great consternation in their daily efforts. Now they are able to continue with their current model of outreach while not having to pay any extra subscription or functionality fees. It’s stories like this that remind me how grateful I am for the solutions we’re offering to help the helpers. Maybe your organization has been looking for a similar solution that allows collaboration on case records from individuals outside of your organization. In a normal circumstance, it would be impossible to allow this collaboration while still keeping data secure and HIPAA compliant. Now that solution exists, and it is in Casebook. Drew Pelletier Solutions Consultant andrew.pelletier@casebook.net One of the benefits of my job is that I’m continually introduced to organizations making a big impact in their corner of the world. Like a good parent says: "They are all my favorites." The truth is, some stand out more than others for their unique approaches or forgotten niches of the community that they reach. One of these organizations that left an indelible imprint on my mind was a particular nonprofit in the midwest that provides support to families who have a child who recently received an epilepsy diagnosis. This organization provided wraparound support services for the families and the individual children. Their goal was to meet families in the hospitals as soon as they received the epilepsy diagnosis and then give them a plan moving forward. Most of all, they gave the families hope and community that was desperately needed. These are the heroes we all need at different times in our lives. Before reaching out to Casebook, this organization was using a donor management platform to document their interactions with the families. This only partially worked the way they needed it. Eventually, it became clear that their current solution wasn’t going to cover all their needs, so they began the search for a case management solution. Whenever I have the opportunity to show someone the Casebook Platform, I make sure I understand a bit about the unique services that they’re providing for the community. I want to make sure that the Casebook I’m presenting most closely aligns with the Casebook they need. With our adaptive model, the Casebook platform is able to help multiple types of organizations serving diverse people groups. In studying this particular organization, I noticed that the individuals going into the hospitals to meet the families were trained volunteers. While these volunteers needed to document their visits with the hurting families, they most certainly did not need access to Casebook and the personal information the database houses. I was elated to show them that our product team has designed functionality for this specific need: email into case. Every case record that’s created has a unique email address automatically assigned to that particular record. If you give volunteers or external partnership organizations that unique email address, the content of that email will populate within the case notes section. This way, a group leader or a teacher may be able to update you, the caseworker, on notable aspects of the individual’s life that you otherwise would have no idea about. In regards to the Epilepsy Services organization, this supplied the perfect solution for a problem causing great consternation in their daily efforts. Now they are able to continue with their current model of outreach while not having to pay any extra subscription or functionality fees. It’s stories like this that remind me how grateful I am for the solutions we’re offering to help the helpers. Maybe your organization has been looking for a similar solution that allows collaboration on case records from individuals outside of your organization. In a normal circumstance, it would be impossible to allow this collaboration while still keeping data secure and HIPAA compliant. Now that solution exists, and it is in Casebook. Drew Pelletier Solutions Consultant andrew.pelletier@casebook.net One of the benefits of my job is that I’m continually introduced to organizations making a big impact in their corner of the world. Like a good parent says: "They are all my favorites." The truth is, some stand out more than others for their unique approaches or forgotten niches of the community that they reach. One of these organizations that left an indelible imprint on my mind was a particular nonprofit in the midwest that provides support to families who have a child who recently received an epilepsy diagnosis. This organization provided wraparound support services for the families and the individual children. Their goal was to meet families in the hospitals as soon as they received the epilepsy diagnosis and then give them a plan moving forward. Most of all, they gave the families hope and community that was desperately needed. These are the heroes we all need at different times in our lives. Before reaching out to Casebook, this organization was using a donor management platform to document their interactions with the families. This only partially worked the way they needed it. Eventually, it became clear that their current solution wasn’t going to cover all their needs, so they began the search for a case management solution. Whenever I have the opportunity to show someone the Casebook Platform, I make sure I understand a bit about the unique services that they’re providing for the community. I want to make sure that the Casebook I’m presenting most closely aligns with the Casebook they need. With our adaptive model, the Casebook platform is able to help multiple types of organizations serving diverse people groups. In studying this particular organization, I noticed that the individuals going into the hospitals to meet the families were trained volunteers. While these volunteers needed to document their visits with the hurting families, they most certainly did not need access to Casebook and the personal information the database houses. I was elated to show them that our product team has designed functionality for this specific need: email into case. Every case record that’s created has a unique email address automatically assigned to that particular record. If you give volunteers or external partnership organizations that unique email address, the content of that email will populate within the case notes section. This way, a group leader or a teacher may be able to update you, the caseworker, on notable aspects of the individual’s life that you otherwise would have no idea about. In regards to the Epilepsy Services organization, this supplied the perfect solution for a problem causing great consternation in their daily efforts. Now they are able to continue with their current model of outreach while not having to pay any extra subscription or functionality fees. It’s stories like this that remind me how grateful I am for the solutions we’re offering to help the helpers. Maybe your organization has been looking for a similar solution that allows collaboration on case records from individuals outside of your organization. In a normal circumstance, it would be impossible to allow this collaboration while still keeping data secure and HIPAA compliant. Now that solution exists, and it is in Casebook. Drew Pelletier Solutions Consultant andrew.pelletier@casebook.net One of the benefits of my job is that I’m continually introduced to organizations making a big impact in their corner of the world. Like a good parent says: "They are all my favorites." The truth is, some stand out more than others for their unique approaches or forgotten niches of the community that they reach. One of these organizations that left an indelible imprint on my mind was a particular nonprofit in the midwest that provides support to families who have a child who recently received an epilepsy diagnosis. This organization provided wraparound support services for the families and the individual children. Their goal was to meet families in the hospitals as soon as they received the epilepsy diagnosis and then give them a plan moving forward. Most of all, they gave the families hope and community that was desperately needed. These are the heroes we all need at different times in our lives. Before reaching out to Casebook, this organization was using a donor management platform to document their interactions with the families. This only partially worked the way they needed it. Eventually, it became clear that their current solution wasn’t going to cover all their needs, so they began the search for a case management solution. Whenever I have the opportunity to show someone the Casebook Platform, I make sure I understand a bit about the unique services that they’re providing for the community. I want to make sure that the Casebook I’m presenting most closely aligns with the Casebook they need. With our adaptive model, the Casebook platform is able to help multiple types of organizations serving diverse people groups. In studying this particular organization, I noticed that the individuals going into the hospitals to meet the families were trained volunteers. While these volunteers needed to document their visits with the hurting families, they most certainly did not need access to Casebook and the personal information the database houses. I was elated to show them that our product team has designed functionality for this specific need: email into case. Every case record that’s created has a unique email address automatically assigned to that particular record. If you give volunteers or external partnership organizations that unique email address, the content of that email will populate within the case notes section. This way, a group leader or a teacher may be able to update you, the caseworker, on notable aspects of the individual’s life that you otherwise would have no idea about. In regards to the Epilepsy Services organization, this supplied the perfect solution for a problem causing great consternation in their daily efforts. Now they are able to continue with their current model of outreach while not having to pay any extra subscription or functionality fees. It’s stories like this that remind me how grateful I am for the solutions we’re offering to help the helpers. Maybe your organization has been looking for a similar solution that allows collaboration on case records from individuals outside of your organization. In a normal circumstance, it would be impossible to allow this collaboration while still keeping data secure and HIPAA compliant. Now that solution exists, and it is in Casebook. Drew Pelletier Solutions Consultant andrew.pelletier@casebook.net

Intro Okay so you really want funders to love you, right? That makes sense! Getting funder buy-in often equates to higher levels of investments. So what drives a program officer (or other donor!) to rally behind your organization? Well, it all boils down to trust. And in order for a funder to trust you, they have to know you. Relationship-building efforts such as consistent communication and frequent outreach do help strengthen trust. But it takes more than just an emotional connection—you need data-driven proof points that ensure your organization’s ability to carry out the work that aligns with the funder’s driving mission. A solid way to verify your organization’s trustworthiness is through third-party validation sites. Simply put, third-party validation sites—also known as charity watchdog sites—develop public reviews of nonprofits. Compiled into a report, these websites allow both individual donors and grant program officers to better understand a nonprofit’s position; focusing on the following areas: Financials: everything from 990s, fundraising percentage expenses versus program expenses, audit filings, and the way your organization tracks spending/income Governance: this often focuses on information regarding the board, executive leadership, the organization’s structure and decision-making process including public policies, privacy, donor data, etc. Program/Impact: the way you implement programs, how you communicate your effectiveness (such as through annual reports), the footprint of your organization’s results Culture & Community: your reputation/what others say about you, your expertise, your diversity, equity, and inclusion efforts. Focus areas and the weighted value of the categories above vary validator to validator. However, all of these reports come with specialized ratings (such as numerical, letter grades, or titles). Many of the watchdog sites pull from public data, such as your organization’s website, or IRS 990 form. This means that transparency is key. In fact, Candid (who recently merged with GuideStar) distributes Seals of Transparency. According to Guidestar/Candid the type of information a nonprofit provides determines which Seal it earns. The levels are: Bronze—basic information so your organization can be found Silver—program information and brand details Gold—financials and people information Platinum—goals and the difference you’re making However, Charity Navigator, the largest largest and most-utilized independent nonprofit evaluator, deeply focuses on the accessibility and type of data. This major player in the watch-dog field rates charities using over 27 metrics to evaluate them on a scale of one to four stars. Compiling everything from whistleblower policies to staff lists, and program financial expenses to performance metrics, Charity Navigator creates a complex grid of accountability weighing the organization’s transparency and capacity to maintain clear records of their impact. Many of these third-party sites typically auto-generate and pull baseline information from public records, and then allow you to submit documentation to correct or update the information. Other evaluation sites such as Give.org (affiliated with the Better Business Bureau) and GreatNonprofits operate active search engines that sync local charities right into potential donors based on their rankings and geographic locations. Regardless of whether you submit directly to these sites, knowing that baseline information will be pulled and categorized, your organization really has to prioritize public information. Financials should be on your website and easily accessible. Audits should be listed annually. Board members clearly posted and updated. Further, program impact such as reach and progress towards fulfilling your organization’s mission and purpose need to be clearly demonstrated through both qualitative and quantitative means. So what does this mean for you? The majority of US-based nonprofits go unrated or maintain low grades. If you can secure Platinum levels and 4 star ratings across the board, then that places you within an extremely competitive place for securing support. This means get your house in order! Invest in resources that ensure that you are tracking your data, understanding your program effectiveness, and measuring how your finances align with program impact. Having ratings, such as the Seal from Guidestar, often equate to a 53% increase in contributions. It’s time to get watch-dog ready! In the next two posts, we’ll review other standardized metrics and prepare your nonprofit to secure high ratings, which ultimately means you’re more competitive for grant awards and donations at large. Intro Okay so you really want funders to love you, right? That makes sense! Getting funder buy-in often equates to higher levels of investments. So what drives a program officer (or other donor!) to rally behind your organization? Well, it all boils down to trust. And in order for a funder to trust you, they have to know you. Relationship-building efforts such as consistent communication and frequent outreach do help strengthen trust. But it takes more than just an emotional connection—you need data-driven proof points that ensure your organization’s ability to carry out the work that aligns with the funder’s driving mission. A solid way to verify your organization’s trustworthiness is through third-party validation sites. Simply put, third-party validation sites—also known as charity watchdog sites—develop public reviews of nonprofits. Compiled into a report, these websites allow both individual donors and grant program officers to better understand a nonprofit’s position; focusing on the following areas: Financials: everything from 990s, fundraising percentage expenses versus program expenses, audit filings, and the way your organization tracks spending/income Governance: this often focuses on information regarding the board, executive leadership, the organization’s structure and decision-making process including public policies, privacy, donor data, etc. Program/Impact: the way you implement programs, how you communicate your effectiveness (such as through annual reports), the footprint of your organization’s results Culture & Community: your reputation/what others say about you, your expertise, your diversity, equity, and inclusion efforts. Focus areas and the weighted value of the categories above vary validator to validator. However, all of these reports come with specialized ratings (such as numerical, letter grades, or titles). Many of the watchdog sites pull from public data, such as your organization’s website, or IRS 990 form. This means that transparency is key. In fact, Candid (who recently merged with GuideStar) distributes Seals of Transparency. According to Guidestar/Candid the type of information a nonprofit provides determines which Seal it earns. The levels are: Bronze—basic information so your organization can be found Silver—program information and brand details Gold—financials and people information Platinum—goals and the difference you’re making However, Charity Navigator, the largest largest and most-utilized independent nonprofit evaluator, deeply focuses on the accessibility and type of data. This major player in the watch-dog field rates charities using over 27 metrics to evaluate them on a scale of one to four stars. Compiling everything from whistleblower policies to staff lists, and program financial expenses to performance metrics, Charity Navigator creates a complex grid of accountability weighing the organization’s transparency and capacity to maintain clear records of their impact. Many of these third-party sites typically auto-generate and pull baseline information from public records, and then allow you to submit documentation to correct or update the information. Other evaluation sites such as Give.org (affiliated with the Better Business Bureau) and GreatNonprofits operate active search engines that sync local charities right into potential donors based on their rankings and geographic locations. Regardless of whether you submit directly to these sites, knowing that baseline information will be pulled and categorized, your organization really has to prioritize public information. Financials should be on your website and easily accessible. Audits should be listed annually. Board members clearly posted and updated. Further, program impact such as reach and progress towards fulfilling your organization’s mission and purpose need to be clearly demonstrated through both qualitative and quantitative means. So what does this mean for you? The majority of US-based nonprofits go unrated or maintain low grades. If you can secure Platinum levels and 4 star ratings across the board, then that places you within an extremely competitive place for securing support. This means get your house in order! Invest in resources that ensure that you are tracking your data, understanding your program effectiveness, and measuring how your finances align with program impact. Having ratings, such as the Seal from Guidestar, often equate to a 53% increase in contributions. It’s time to get watch-dog ready! In the next two posts, we’ll review other standardized metrics and prepare your nonprofit to secure high ratings, which ultimately means you’re more competitive for grant awards and donations at large. Intro Okay so you really want funders to love you, right? That makes sense! Getting funder buy-in often equates to higher levels of investments. So what drives a program officer (or other donor!) to rally behind your organization? Well, it all boils down to trust. And in order for a funder to trust you, they have to know you. Relationship-building efforts such as consistent communication and frequent outreach do help strengthen trust. But it takes more than just an emotional connection—you need data-driven proof points that ensure your organization’s ability to carry out the work that aligns with the funder’s driving mission. A solid way to verify your organization’s trustworthiness is through third-party validation sites. Simply put, third-party validation sites—also known as charity watchdog sites—develop public reviews of nonprofits. Compiled into a report, these websites allow both individual donors and grant program officers to better understand a nonprofit’s position; focusing on the following areas: Financials: everything from 990s, fundraising percentage expenses versus program expenses, audit filings, and the way your organization tracks spending/income Governance: this often focuses on information regarding the board, executive leadership, the organization’s structure and decision-making process including public policies, privacy, donor data, etc. Program/Impact: the way you implement programs, how you communicate your effectiveness (such as through annual reports), the footprint of your organization’s results Culture & Community: your reputation/what others say about you, your expertise, your diversity, equity, and inclusion efforts. Focus areas and the weighted value of the categories above vary validator to validator. However, all of these reports come with specialized ratings (such as numerical, letter grades, or titles). Many of the watchdog sites pull from public data, such as your organization’s website, or IRS 990 form. This means that transparency is key. In fact, Candid (who recently merged with GuideStar) distributes Seals of Transparency. According to Guidestar/Candid the type of information a nonprofit provides determines which Seal it earns. The levels are: Bronze—basic information so your organization can be found Silver—program information and brand details Gold—financials and people information Platinum—goals and the difference you’re making However, Charity Navigator, the largest largest and most-utilized independent nonprofit evaluator, deeply focuses on the accessibility and type of data. This major player in the watch-dog field rates charities using over 27 metrics to evaluate them on a scale of one to four stars. Compiling everything from whistleblower policies to staff lists, and program financial expenses to performance metrics, Charity Navigator creates a complex grid of accountability weighing the organization’s transparency and capacity to maintain clear records of their impact. Many of these third-party sites typically auto-generate and pull baseline information from public records, and then allow you to submit documentation to correct or update the information. Other evaluation sites such as Give.org (affiliated with the Better Business Bureau) and GreatNonprofits operate active search engines that sync local charities right into potential donors based on their rankings and geographic locations. Regardless of whether you submit directly to these sites, knowing that baseline information will be pulled and categorized, your organization really has to prioritize public information. Financials should be on your website and easily accessible. Audits should be listed annually. Board members clearly posted and updated. Further, program impact such as reach and progress towards fulfilling your organization’s mission and purpose need to be clearly demonstrated through both qualitative and quantitative means. So what does this mean for you? The majority of US-based nonprofits go unrated or maintain low grades. If you can secure Platinum levels and 4 star ratings across the board, then that places you within an extremely competitive place for securing support. This means get your house in order! Invest in resources that ensure that you are tracking your data, understanding your program effectiveness, and measuring how your finances align with program impact. Having ratings, such as the Seal from Guidestar, often equate to a 53% increase in contributions. It’s time to get watch-dog ready! In the next two posts, we’ll review other standardized metrics and prepare your nonprofit to secure high ratings, which ultimately means you’re more competitive for grant awards and donations at large. Intro Okay so you really want funders to love you, right? That makes sense! Getting funder buy-in often equates to higher levels of investments. So what drives a program officer (or other donor!) to rally behind your organization? Well, it all boils down to trust. And in order for a funder to trust you, they have to know you. Relationship-building efforts such as consistent communication and frequent outreach do help strengthen trust. But it takes more than just an emotional connection—you need data-driven proof points that ensure your organization’s ability to carry out the work that aligns with the funder’s driving mission. A solid way to verify your organization’s trustworthiness is through third-party validation sites. Simply put, third-party validation sites—also known as charity watchdog sites—develop public reviews of nonprofits. Compiled into a report, these websites allow both individual donors and grant program officers to better understand a nonprofit’s position; focusing on the following areas: Financials: everything from 990s, fundraising percentage expenses versus program expenses, audit filings, and the way your organization tracks spending/income Governance: this often focuses on information regarding the board, executive leadership, the organization’s structure and decision-making process including public policies, privacy, donor data, etc. Program/Impact: the way you implement programs, how you communicate your effectiveness (such as through annual reports), the footprint of your organization’s results Culture & Community: your reputation/what others say about you, your expertise, your diversity, equity, and inclusion efforts. Focus areas and the weighted value of the categories above vary validator to validator. However, all of these reports come with specialized ratings (such as numerical, letter grades, or titles). Many of the watchdog sites pull from public data, such as your organization’s website, or IRS 990 form. This means that transparency is key. In fact, Candid (who recently merged with GuideStar) distributes Seals of Transparency. According to Guidestar/Candid the type of information a nonprofit provides determines which Seal it earns. The levels are: Bronze—basic information so your organization can be found Silver—program information and brand details Gold—financials and people information Platinum—goals and the difference you’re making However, Charity Navigator, the largest largest and most-utilized independent nonprofit evaluator, deeply focuses on the accessibility and type of data. This major player in the watch-dog field rates charities using over 27 metrics to evaluate them on a scale of one to four stars. Compiling everything from whistleblower policies to staff lists, and program financial expenses to performance metrics, Charity Navigator creates a complex grid of accountability weighing the organization’s transparency and capacity to maintain clear records of their impact. Many of these third-party sites typically auto-generate and pull baseline information from public records, and then allow you to submit documentation to correct or update the information. Other evaluation sites such as Give.org (affiliated with the Better Business Bureau) and GreatNonprofits operate active search engines that sync local charities right into potential donors based on their rankings and geographic locations. Regardless of whether you submit directly to these sites, knowing that baseline information will be pulled and categorized, your organization really has to prioritize public information. Financials should be on your website and easily accessible. Audits should be listed annually. Board members clearly posted and updated. Further, program impact such as reach and progress towards fulfilling your organization’s mission and purpose need to be clearly demonstrated through both qualitative and quantitative means. So what does this mean for you? The majority of US-based nonprofits go unrated or maintain low grades. If you can secure Platinum levels and 4 star ratings across the board, then that places you within an extremely competitive place for securing support. This means get your house in order! Invest in resources that ensure that you are tracking your data, understanding your program effectiveness, and measuring how your finances align with program impact. Having ratings, such as the Seal from Guidestar, often equate to a 53% increase in contributions. It’s time to get watch-dog ready! In the next two posts, we’ll review other standardized metrics and prepare your nonprofit to secure high ratings, which ultimately means you’re more competitive for grant awards and donations at large. Intro Okay so you really want funders to love you, right? That makes sense! Getting funder buy-in often equates to higher levels of investments. So what drives a program officer (or other donor!) to rally behind your organization? Well, it all boils down to trust. And in order for a funder to trust you, they have to know you. Relationship-building efforts such as consistent communication and frequent outreach do help strengthen trust. But it takes more than just an emotional connection—you need data-driven proof points that ensure your organization’s ability to carry out the work that aligns with the funder’s driving mission. A solid way to verify your organization’s trustworthiness is through third-party validation sites. Simply put, third-party validation sites—also known as charity watchdog sites—develop public reviews of nonprofits. Compiled into a report, these websites allow both individual donors and grant program officers to better understand a nonprofit’s position; focusing on the following areas: Financials: everything from 990s, fundraising percentage expenses versus program expenses, audit filings, and the way your organization tracks spending/income Governance: this often focuses on information regarding the board, executive leadership, the organization’s structure and decision-making process including public policies, privacy, donor data, etc. Program/Impact: the way you implement programs, how you communicate your effectiveness (such as through annual reports), the footprint of your organization’s results Culture & Community: your reputation/what others say about you, your expertise, your diversity, equity, and inclusion efforts. Focus areas and the weighted value of the categories above vary validator to validator. However, all of these reports come with specialized ratings (such as numerical, letter grades, or titles). Many of the watchdog sites pull from public data, such as your organization’s website, or IRS 990 form. This means that transparency is key. In fact, Candid (who recently merged with GuideStar) distributes Seals of Transparency. According to Guidestar/Candid the type of information a nonprofit provides determines which Seal it earns. The levels are: Bronze—basic information so your organization can be found Silver—program information and brand details Gold—financials and people information Platinum—goals and the difference you’re making However, Charity Navigator, the largest largest and most-utilized independent nonprofit evaluator, deeply focuses on the accessibility and type of data. This major player in the watch-dog field rates charities using over 27 metrics to evaluate them on a scale of one to four stars. Compiling everything from whistleblower policies to staff lists, and program financial expenses to performance metrics, Charity Navigator creates a complex grid of accountability weighing the organization’s transparency and capacity to maintain clear records of their impact. Many of these third-party sites typically auto-generate and pull baseline information from public records, and then allow you to submit documentation to correct or update the information. Other evaluation sites such as Give.org (affiliated with the Better Business Bureau) and GreatNonprofits operate active search engines that sync local charities right into potential donors based on their rankings and geographic locations. Regardless of whether you submit directly to these sites, knowing that baseline information will be pulled and categorized, your organization really has to prioritize public information. Financials should be on your website and easily accessible. Audits should be listed annually. Board members clearly posted and updated. Further, program impact such as reach and progress towards fulfilling your organization’s mission and purpose need to be clearly demonstrated through both qualitative and quantitative means. So what does this mean for you? The majority of US-based nonprofits go unrated or maintain low grades. If you can secure Platinum levels and 4 star ratings across the board, then that places you within an extremely competitive place for securing support. This means get your house in order! Invest in resources that ensure that you are tracking your data, understanding your program effectiveness, and measuring how your finances align with program impact. Having ratings, such as the Seal from Guidestar, often equate to a 53% increase in contributions. It’s time to get watch-dog ready! In the next two posts, we’ll review other standardized metrics and prepare your nonprofit to secure high ratings, which ultimately means you’re more competitive for grant awards and donations at large. Intro Okay so you really want funders to love you, right? That makes sense! Getting funder buy-in often equates to higher levels of investments. So what drives a program officer (or other donor!) to rally behind your organization? Well, it all boils down to trust. And in order for a funder to trust you, they have to know you. Relationship-building efforts such as consistent communication and frequent outreach do help strengthen trust. But it takes more than just an emotional connection—you need data-driven proof points that ensure your organization’s ability to carry out the work that aligns with the funder’s driving mission. A solid way to verify your organization’s trustworthiness is through third-party validation sites. Simply put, third-party validation sites—also known as charity watchdog sites—develop public reviews of nonprofits. Compiled into a report, these websites allow both individual donors and grant program officers to better understand a nonprofit’s position; focusing on the following areas: Financials: everything from 990s, fundraising percentage expenses versus program expenses, audit filings, and the way your organization tracks spending/income Governance: this often focuses on information regarding the board, executive leadership, the organization’s structure and decision-making process including public policies, privacy, donor data, etc. Program/Impact: the way you implement programs, how you communicate your effectiveness (such as through annual reports), the footprint of your organization’s results Culture & Community: your reputation/what others say about you, your expertise, your diversity, equity, and inclusion efforts. Focus areas and the weighted value of the categories above vary validator to validator. However, all of these reports come with specialized ratings (such as numerical, letter grades, or titles). Many of the watchdog sites pull from public data, such as your organization’s website, or IRS 990 form. This means that transparency is key. In fact, Candid (who recently merged with GuideStar) distributes Seals of Transparency. According to Guidestar/Candid the type of information a nonprofit provides determines which Seal it earns. The levels are: Bronze—basic information so your organization can be found Silver—program information and brand details Gold—financials and people information Platinum—goals and the difference you’re making However, Charity Navigator, the largest largest and most-utilized independent nonprofit evaluator, deeply focuses on the accessibility and type of data. This major player in the watch-dog field rates charities using over 27 metrics to evaluate them on a scale of one to four stars. Compiling everything from whistleblower policies to staff lists, and program financial expenses to performance metrics, Charity Navigator creates a complex grid of accountability weighing the organization’s transparency and capacity to maintain clear records of their impact. Many of these third-party sites typically auto-generate and pull baseline information from public records, and then allow you to submit documentation to correct or update the information. Other evaluation sites such as Give.org (affiliated with the Better Business Bureau) and GreatNonprofits operate active search engines that sync local charities right into potential donors based on their rankings and geographic locations. Regardless of whether you submit directly to these sites, knowing that baseline information will be pulled and categorized, your organization really has to prioritize public information. Financials should be on your website and easily accessible. Audits should be listed annually. Board members clearly posted and updated. Further, program impact such as reach and progress towards fulfilling your organization’s mission and purpose need to be clearly demonstrated through both qualitative and quantitative means. So what does this mean for you? The majority of US-based nonprofits go unrated or maintain low grades. If you can secure Platinum levels and 4 star ratings across the board, then that places you within an extremely competitive place for securing support. This means get your house in order! Invest in resources that ensure that you are tracking your data, understanding your program effectiveness, and measuring how your finances align with program impact. Having ratings, such as the Seal from Guidestar, often equate to a 53% increase in contributions. It’s time to get watch-dog ready! In the next two posts, we’ll review other standardized metrics and prepare your nonprofit to secure high ratings, which ultimately means you’re more competitive for grant awards and donations at large. Intro Okay so you really want funders to love you, right? That makes sense! Getting funder buy-in often equates to higher levels of investments. So what drives a program officer (or other donor!) to rally behind your organization? Well, it all boils down to trust. And in order for a funder to trust you, they have to know you. Relationship-building efforts such as consistent communication and frequent outreach do help strengthen trust. But it takes more than just an emotional connection—you need data-driven proof points that ensure your organization’s ability to carry out the work that aligns with the funder’s driving mission. A solid way to verify your organization’s trustworthiness is through third-party validation sites. Simply put, third-party validation sites—also known as charity watchdog sites—develop public reviews of nonprofits. Compiled into a report, these websites allow both individual donors and grant program officers to better understand a nonprofit’s position; focusing on the following areas: Financials: everything from 990s, fundraising percentage expenses versus program expenses, audit filings, and the way your organization tracks spending/income Governance: this often focuses on information regarding the board, executive leadership, the organization’s structure and decision-making process including public policies, privacy, donor data, etc. Program/Impact: the way you implement programs, how you communicate your effectiveness (such as through annual reports), the footprint of your organization’s results Culture & Community: your reputation/what others say about you, your expertise, your diversity, equity, and inclusion efforts. Focus areas and the weighted value of the categories above vary validator to validator. However, all of these reports come with specialized ratings (such as numerical, letter grades, or titles). Many of the watchdog sites pull from public data, such as your organization’s website, or IRS 990 form. This means that transparency is key. In fact, Candid (who recently merged with GuideStar) distributes Seals of Transparency. According to Guidestar/Candid the type of information a nonprofit provides determines which Seal it earns. The levels are: Bronze—basic information so your organization can be found Silver—program information and brand details Gold—financials and people information Platinum—goals and the difference you’re making However, Charity Navigator, the largest largest and most-utilized independent nonprofit evaluator, deeply focuses on the accessibility and type of data. This major player in the watch-dog field rates charities using over 27 metrics to evaluate them on a scale of one to four stars. Compiling everything from whistleblower policies to staff lists, and program financial expenses to performance metrics, Charity Navigator creates a complex grid of accountability weighing the organization’s transparency and capacity to maintain clear records of their impact. Many of these third-party sites typically auto-generate and pull baseline information from public records, and then allow you to submit documentation to correct or update the information. Other evaluation sites such as Give.org (affiliated with the Better Business Bureau) and GreatNonprofits operate active search engines that sync local charities right into potential donors based on their rankings and geographic locations. Regardless of whether you submit directly to these sites, knowing that baseline information will be pulled and categorized, your organization really has to prioritize public information. Financials should be on your website and easily accessible. Audits should be listed annually. Board members clearly posted and updated. Further, program impact such as reach and progress towards fulfilling your organization’s mission and purpose need to be clearly demonstrated through both qualitative and quantitative means. So what does this mean for you? The majority of US-based nonprofits go unrated or maintain low grades. If you can secure Platinum levels and 4 star ratings across the board, then that places you within an extremely competitive place for securing support. This means get your house in order! Invest in resources that ensure that you are tracking your data, understanding your program effectiveness, and measuring how your finances align with program impact. Having ratings, such as the Seal from Guidestar, often equate to a 53% increase in contributions. It’s time to get watch-dog ready! In the next two posts, we’ll review other standardized metrics and prepare your nonprofit to secure high ratings, which ultimately means you’re more competitive for grant awards and donations at large. Intro Okay so you really want funders to love you, right? That makes sense! Getting funder buy-in often equates to higher levels of investments. So what drives a program officer (or other donor!) to rally behind your organization? Well, it all boils down to trust. And in order for a funder to trust you, they have to know you. Relationship-building efforts such as consistent communication and frequent outreach do help strengthen trust. But it takes more than just an emotional connection—you need data-driven proof points that ensure your organization’s ability to carry out the work that aligns with the funder’s driving mission. A solid way to verify your organization’s trustworthiness is through third-party validation sites. Simply put, third-party validation sites—also known as charity watchdog sites—develop public reviews of nonprofits. Compiled into a report, these websites allow both individual donors and grant program officers to better understand a nonprofit’s position; focusing on the following areas: Financials: everything from 990s, fundraising percentage expenses versus program expenses, audit filings, and the way your organization tracks spending/income Governance: this often focuses on information regarding the board, executive leadership, the organization’s structure and decision-making process including public policies, privacy, donor data, etc. Program/Impact: the way you implement programs, how you communicate your effectiveness (such as through annual reports), the footprint of your organization’s results Culture & Community: your reputation/what others say about you, your expertise, your diversity, equity, and inclusion efforts. Focus areas and the weighted value of the categories above vary validator to validator. However, all of these reports come with specialized ratings (such as numerical, letter grades, or titles). Many of the watchdog sites pull from public data, such as your organization’s website, or IRS 990 form. This means that transparency is key. In fact, Candid (who recently merged with GuideStar) distributes Seals of Transparency. According to Guidestar/Candid the type of information a nonprofit provides determines which Seal it earns. The levels are: Bronze—basic information so your organization can be found Silver—program information and brand details Gold—financials and people information Platinum—goals and the difference you’re making However, Charity Navigator, the largest largest and most-utilized independent nonprofit evaluator, deeply focuses on the accessibility and type of data. This major player in the watch-dog field rates charities using over 27 metrics to evaluate them on a scale of one to four stars. Compiling everything from whistleblower policies to staff lists, and program financial expenses to performance metrics, Charity Navigator creates a complex grid of accountability weighing the organization’s transparency and capacity to maintain clear records of their impact. Many of these third-party sites typically auto-generate and pull baseline information from public records, and then allow you to submit documentation to correct or update the information. Other evaluation sites such as Give.org (affiliated with the Better Business Bureau) and GreatNonprofits operate active search engines that sync local charities right into potential donors based on their rankings and geographic locations. Regardless of whether you submit directly to these sites, knowing that baseline information will be pulled and categorized, your organization really has to prioritize public information. Financials should be on your website and easily accessible. Audits should be listed annually. Board members clearly posted and updated. Further, program impact such as reach and progress towards fulfilling your organization’s mission and purpose need to be clearly demonstrated through both qualitative and quantitative means. So what does this mean for you? The majority of US-based nonprofits go unrated or maintain low grades. If you can secure Platinum levels and 4 star ratings across the board, then that places you within an extremely competitive place for securing support. This means get your house in order! Invest in resources that ensure that you are tracking your data, understanding your program effectiveness, and measuring how your finances align with program impact. Having ratings, such as the Seal from Guidestar, often equate to a 53% increase in contributions. It’s time to get watch-dog ready! In the next two posts, we’ll review other standardized metrics and prepare your nonprofit to secure high ratings, which ultimately means you’re more competitive for grant awards and donations at large. Intro Okay so you really want funders to love you, right? That makes sense! Getting funder buy-in often equates to higher levels of investments. So what drives a program officer (or other donor!) to rally behind your organization? Well, it all boils down to trust. And in order for a funder to trust you, they have to know you. Relationship-building efforts such as consistent communication and frequent outreach do help strengthen trust. But it takes more than just an emotional connection—you need data-driven proof points that ensure your organization’s ability to carry out the work that aligns with the funder’s driving mission. A solid way to verify your organization’s trustworthiness is through third-party validation sites. Simply put, third-party validation sites—also known as charity watchdog sites—develop public reviews of nonprofits. Compiled into a report, these websites allow both individual donors and grant program officers to better understand a nonprofit’s position; focusing on the following areas: Financials: everything from 990s, fundraising percentage expenses versus program expenses, audit filings, and the way your organization tracks spending/income Governance: this often focuses on information regarding the board, executive leadership, the organization’s structure and decision-making process including public policies, privacy, donor data, etc. Program/Impact: the way you implement programs, how you communicate your effectiveness (such as through annual reports), the footprint of your organization’s results Culture & Community: your reputation/what others say about you, your expertise, your diversity, equity, and inclusion efforts. Focus areas and the weighted value of the categories above vary validator to validator. However, all of these reports come with specialized ratings (such as numerical, letter grades, or titles). Many of the watchdog sites pull from public data, such as your organization’s website, or IRS 990 form. This means that transparency is key. In fact, Candid (who recently merged with GuideStar) distributes Seals of Transparency. According to Guidestar/Candid the type of information a nonprofit provides determines which Seal it earns. The levels are: Bronze—basic information so your organization can be found Silver—program information and brand details Gold—financials and people information Platinum—goals and the difference you’re making However, Charity Navigator, the largest largest and most-utilized independent nonprofit evaluator, deeply focuses on the accessibility and type of data. This major player in the watch-dog field rates charities using over 27 metrics to evaluate them on a scale of one to four stars. Compiling everything from whistleblower policies to staff lists, and program financial expenses to performance metrics, Charity Navigator creates a complex grid of accountability weighing the organization’s transparency and capacity to maintain clear records of their impact. Many of these third-party sites typically auto-generate and pull baseline information from public records, and then allow you to submit documentation to correct or update the information. Other evaluation sites such as Give.org (affiliated with the Better Business Bureau) and GreatNonprofits operate active search engines that sync local charities right into potential donors based on their rankings and geographic locations. Regardless of whether you submit directly to these sites, knowing that baseline information will be pulled and categorized, your organization really has to prioritize public information. Financials should be on your website and easily accessible. Audits should be listed annually. Board members clearly posted and updated. Further, program impact such as reach and progress towards fulfilling your organization’s mission and purpose need to be clearly demonstrated through both qualitative and quantitative means. So what does this mean for you? The majority of US-based nonprofits go unrated or maintain low grades. If you can secure Platinum levels and 4 star ratings across the board, then that places you within an extremely competitive place for securing support. This means get your house in order! Invest in resources that ensure that you are tracking your data, understanding your program effectiveness, and measuring how your finances align with program impact. Having ratings, such as the Seal from Guidestar, often equate to a 53% increase in contributions. It’s time to get watch-dog ready! In the next two posts, we’ll review other standardized metrics and prepare your nonprofit to secure high ratings, which ultimately means you’re more competitive for grant awards and donations at large. Intro Okay so you really want funders to love you, right? That makes sense! Getting funder buy-in often equates to higher levels of investments. So what drives a program officer (or other donor!) to rally behind your organization? Well, it all boils down to trust. And in order for a funder to trust you, they have to know you. Relationship-building efforts such as consistent communication and frequent outreach do help strengthen trust. But it takes more than just an emotional connection—you need data-driven proof points that ensure your organization’s ability to carry out the work that aligns with the funder’s driving mission. A solid way to verify your organization’s trustworthiness is through third-party validation sites. Simply put, third-party validation sites—also known as charity watchdog sites—develop public reviews of nonprofits. Compiled into a report, these websites allow both individual donors and grant program officers to better understand a nonprofit’s position; focusing on the following areas: Financials: everything from 990s, fundraising percentage expenses versus program expenses, audit filings, and the way your organization tracks spending/income Governance: this often focuses on information regarding the board, executive leadership, the organization’s structure and decision-making process including public policies, privacy, donor data, etc. Program/Impact: the way you implement programs, how you communicate your effectiveness (such as through annual reports), the footprint of your organization’s results Culture & Community: your reputation/what others say about you, your expertise, your diversity, equity, and inclusion efforts. Focus areas and the weighted value of the categories above vary validator to validator. However, all of these reports come with specialized ratings (such as numerical, letter grades, or titles). Many of the watchdog sites pull from public data, such as your organization’s website, or IRS 990 form. This means that transparency is key. In fact, Candid (who recently merged with GuideStar) distributes Seals of Transparency. According to Guidestar/Candid the type of information a nonprofit provides determines which Seal it earns. The levels are: Bronze—basic information so your organization can be found Silver—program information and brand details Gold—financials and people information Platinum—goals and the difference you’re making However, Charity Navigator, the largest largest and most-utilized independent nonprofit evaluator, deeply focuses on the accessibility and type of data. This major player in the watch-dog field rates charities using over 27 metrics to evaluate them on a scale of one to four stars. Compiling everything from whistleblower policies to staff lists, and program financial expenses to performance metrics, Charity Navigator creates a complex grid of accountability weighing the organization’s transparency and capacity to maintain clear records of their impact. Many of these third-party sites typically auto-generate and pull baseline information from public records, and then allow you to submit documentation to correct or update the information. Other evaluation sites such as Give.org (affiliated with the Better Business Bureau) and GreatNonprofits operate active search engines that sync local charities right into potential donors based on their rankings and geographic locations. Regardless of whether you submit directly to these sites, knowing that baseline information will be pulled and categorized, your organization really has to prioritize public information. Financials should be on your website and easily accessible. Audits should be listed annually. Board members clearly posted and updated. Further, program impact such as reach and progress towards fulfilling your organization’s mission and purpose need to be clearly demonstrated through both qualitative and quantitative means. So what does this mean for you? The majority of US-based nonprofits go unrated or maintain low grades. If you can secure Platinum levels and 4 star ratings across the board, then that places you within an extremely competitive place for securing support. This means get your house in order! Invest in resources that ensure that you are tracking your data, understanding your program effectiveness, and measuring how your finances align with program impact. Having ratings, such as the Seal from Guidestar, often equate to a 53% increase in contributions. It’s time to get watch-dog ready! In the next two posts, we’ll review other standardized metrics and prepare your nonprofit to secure high ratings, which ultimately means you’re more competitive for grant awards and donations at large.

In the aftermath of the COVID-19 pandemic and the great resignation, businesses across many industries have experienced an uptick in employee turnover. This trend has been especially prominent in the nonprofit sector, where limited budgets and resources often make it difficult for organizations to retain their top talent. Previously we reviewed standardized metrics from third-party validator sites that funders and donors often use to determine a nonprofit’s viability for funding. However, it’s not just third-party sites that maintain metric benchmarks for nonprofits. Institutional funders often have their own internal evaluation sites and standardized metrics. In addition to sharing the core points that watchdog sites review (such as financials and governance), major institutions like the government’s Children’s Bureau and affluent foundations like the Ford Foundation also maintain their own evaluation system. These metrics serve as indicators of a nonprofit’s likelihood to be successful with their grant allocation and produce impact aligned with the institution’s mandate. For Ford, and many foundation funders, an organization’s “readiness” is indicative of their ability to have a few core organizational strengths. They believe in assessments so much, that they have a public open-source tool to support nonprofits identify and prioritize their organizational strengthening needs. Within this Organizational Mapping Tool (OMT), they focus on 14 categories. We won’t dive into each one, but to illustrate a few top lines consider the focus areas as follows: Mission & Strategy - do you have clear, inspiring and compelling public commitments with formal goals, outcomes and a strategic plan? Field Engagement - is there a strong sense of mutual power and collaboration within your organization? Is your organization considered an active leader in networks, has a strong voice in the community and has a visibly strong reputation in the field? Administration - outside of maintaining legal obligations and an effective organizational leadership structure, what do your administrative policies look like? How do you leverage technology and information systems to ensure that the organization functions optimally? This last one is so important. Is your organization tracking your data? What do your participant files include? Are you simply collecting demographics or measuring outputs against long-term impacts? Systems are so vital to your success as a nonprofit. And for many funders, it’s 50% of their considerations. For example, major government institution distributed grants (like NY state’s Block Grant) also have their version of self-assessment tools. Their tools focus almost entirely on the data. They are focused on not just what information your organization is capable of tracking, but the use of that information to inform programming & services. There are also capacity-building programs that some funders operate to support nonprofits as they work towards securing grants from high-level funders. Robin Hood operates a workshop series entitled GRIT (Grant-Ready Insights and Training) project. Again, the bulk of the focus is on evaluation models and data tracking. What tools and software are you using to bolster your readiness? In addition to the tools, program officers each often have their own way of identifying an organizations’ readiness. Much of their determining factors are a cross between relationship-building, visibility of the organization (how well you’re known within the community), and the data-driven proof points that underline your organization’s efficacy. These readiness tools and self-evaluations can support your prioritization as you work towards becoming ready for that break-through grant your organization needs to thrive. In the next section we’ll discuss how technology tools and softwares like Casebook serve as a viable solution for metric traction and grant competitiveness. In the aftermath of the COVID-19 pandemic and the great resignation, businesses across many industries have experienced an uptick in employee turnover. This trend has been especially prominent in the nonprofit sector, where limited budgets and resources often make it difficult for organizations to retain their top talent. Previously we reviewed standardized metrics from third-party validator sites that funders and donors often use to determine a nonprofit’s viability for funding. However, it’s not just third-party sites that maintain metric benchmarks for nonprofits. Institutional funders often have their own internal evaluation sites and standardized metrics. In addition to sharing the core points that watchdog sites review (such as financials and governance), major institutions like the government’s Children’s Bureau and affluent foundations like the Ford Foundation also maintain their own evaluation system. These metrics serve as indicators of a nonprofit’s likelihood to be successful with their grant allocation and produce impact aligned with the institution’s mandate. For Ford, and many foundation funders, an organization’s “readiness” is indicative of their ability to have a few core organizational strengths. They believe in assessments so much, that they have a public open-source tool to support nonprofits identify and prioritize their organizational strengthening needs. Within this Organizational Mapping Tool (OMT), they focus on 14 categories. We won’t dive into each one, but to illustrate a few top lines consider the focus areas as follows: Mission & Strategy - do you have clear, inspiring and compelling public commitments with formal goals, outcomes and a strategic plan? Field Engagement - is there a strong sense of mutual power and collaboration within your organization? Is your organization considered an active leader in networks, has a strong voice in the community and has a visibly strong reputation in the field? Administration - outside of maintaining legal obligations and an effective organizational leadership structure, what do your administrative policies look like? How do you leverage technology and information systems to ensure that the organization functions optimally? This last one is so important. Is your organization tracking your data? What do your participant files include? Are you simply collecting demographics or measuring outputs against long-term impacts? Systems are so vital to your success as a nonprofit. And for many funders, it’s 50% of their considerations. For example, major government institution distributed grants (like NY state’s Block Grant) also have their version of self-assessment tools. Their tools focus almost entirely on the data. They are focused on not just what information your organization is capable of tracking, but the use of that information to inform programming & services. There are also capacity-building programs that some funders operate to support nonprofits as they work towards securing grants from high-level funders. Robin Hood operates a workshop series entitled GRIT (Grant-Ready Insights and Training) project. Again, the bulk of the focus is on evaluation models and data tracking. What tools and software are you using to bolster your readiness? In addition to the tools, program officers each often have their own way of identifying an organizations’ readiness. Much of their determining factors are a cross between relationship-building, visibility of the organization (how well you’re known within the community), and the data-driven proof points that underline your organization’s efficacy. These readiness tools and self-evaluations can support your prioritization as you work towards becoming ready for that break-through grant your organization needs to thrive. In the next section we’ll discuss how technology tools and softwares like Casebook serve as a viable solution for metric traction and grant competitiveness. In the aftermath of the COVID-19 pandemic and the great resignation, businesses across many industries have experienced an uptick in employee turnover. This trend has been especially prominent in the nonprofit sector, where limited budgets and resources often make it difficult for organizations to retain their top talent. Previously we reviewed standardized metrics from third-party validator sites that funders and donors often use to determine a nonprofit’s viability for funding. However, it’s not just third-party sites that maintain metric benchmarks for nonprofits. Institutional funders often have their own internal evaluation sites and standardized metrics. In addition to sharing the core points that watchdog sites review (such as financials and governance), major institutions like the government’s Children’s Bureau and affluent foundations like the Ford Foundation also maintain their own evaluation system. These metrics serve as indicators of a nonprofit’s likelihood to be successful with their grant allocation and produce impact aligned with the institution’s mandate. For Ford, and many foundation funders, an organization’s “readiness” is indicative of their ability to have a few core organizational strengths. They believe in assessments so much, that they have a public open-source tool to support nonprofits identify and prioritize their organizational strengthening needs. Within this Organizational Mapping Tool (OMT), they focus on 14 categories. We won’t dive into each one, but to illustrate a few top lines consider the focus areas as follows: Mission & Strategy - do you have clear, inspiring and compelling public commitments with formal goals, outcomes and a strategic plan? Field Engagement - is there a strong sense of mutual power and collaboration within your organization? Is your organization considered an active leader in networks, has a strong voice in the community and has a visibly strong reputation in the field? Administration - outside of maintaining legal obligations and an effective organizational leadership structure, what do your administrative policies look like? How do you leverage technology and information systems to ensure that the organization functions optimally? This last one is so important. Is your organization tracking your data? What do your participant files include? Are you simply collecting demographics or measuring outputs against long-term impacts? Systems are so vital to your success as a nonprofit. And for many funders, it’s 50% of their considerations. For example, major government institution distributed grants (like NY state’s Block Grant) also have their version of self-assessment tools. Their tools focus almost entirely on the data. They are focused on not just what information your organization is capable of tracking, but the use of that information to inform programming & services. There are also capacity-building programs that some funders operate to support nonprofits as they work towards securing grants from high-level funders. Robin Hood operates a workshop series entitled GRIT (Grant-Ready Insights and Training) project. Again, the bulk of the focus is on evaluation models and data tracking. What tools and software are you using to bolster your readiness? In addition to the tools, program officers each often have their own way of identifying an organizations’ readiness. Much of their determining factors are a cross between relationship-building, visibility of the organization (how well you’re known within the community), and the data-driven proof points that underline your organization’s efficacy. These readiness tools and self-evaluations can support your prioritization as you work towards becoming ready for that break-through grant your organization needs to thrive. In the next section we’ll discuss how technology tools and softwares like Casebook serve as a viable solution for metric traction and grant competitiveness. In the aftermath of the COVID-19 pandemic and the great resignation, businesses across many industries have experienced an uptick in employee turnover. This trend has been especially prominent in the nonprofit sector, where limited budgets and resources often make it difficult for organizations to retain their top talent. Previously we reviewed standardized metrics from third-party validator sites that funders and donors often use to determine a nonprofit’s viability for funding. However, it’s not just third-party sites that maintain metric benchmarks for nonprofits. Institutional funders often have their own internal evaluation sites and standardized metrics. In addition to sharing the core points that watchdog sites review (such as financials and governance), major institutions like the government’s Children’s Bureau and affluent foundations like the Ford Foundation also maintain their own evaluation system. These metrics serve as indicators of a nonprofit’s likelihood to be successful with their grant allocation and produce impact aligned with the institution’s mandate. For Ford, and many foundation funders, an organization’s “readiness” is indicative of their ability to have a few core organizational strengths. They believe in assessments so much, that they have a public open-source tool to support nonprofits identify and prioritize their organizational strengthening needs. Within this Organizational Mapping Tool (OMT), they focus on 14 categories. We won’t dive into each one, but to illustrate a few top lines consider the focus areas as follows: Mission & Strategy - do you have clear, inspiring and compelling public commitments with formal goals, outcomes and a strategic plan? Field Engagement - is there a strong sense of mutual power and collaboration within your organization? Is your organization considered an active leader in networks, has a strong voice in the community and has a visibly strong reputation in the field? Administration - outside of maintaining legal obligations and an effective organizational leadership structure, what do your administrative policies look like? How do you leverage technology and information systems to ensure that the organization functions optimally? This last one is so important. Is your organization tracking your data? What do your participant files include? Are you simply collecting demographics or measuring outputs against long-term impacts? Systems are so vital to your success as a nonprofit. And for many funders, it’s 50% of their considerations. For example, major government institution distributed grants (like NY state’s Block Grant) also have their version of self-assessment tools. Their tools focus almost entirely on the data. They are focused on not just what information your organization is capable of tracking, but the use of that information to inform programming & services. There are also capacity-building programs that some funders operate to support nonprofits as they work towards securing grants from high-level funders. Robin Hood operates a workshop series entitled GRIT (Grant-Ready Insights and Training) project. Again, the bulk of the focus is on evaluation models and data tracking. What tools and software are you using to bolster your readiness? In addition to the tools, program officers each often have their own way of identifying an organizations’ readiness. Much of their determining factors are a cross between relationship-building, visibility of the organization (how well you’re known within the community), and the data-driven proof points that underline your organization’s efficacy. These readiness tools and self-evaluations can support your prioritization as you work towards becoming ready for that break-through grant your organization needs to thrive. In the next section we’ll discuss how technology tools and softwares like Casebook serve as a viable solution for metric traction and grant competitiveness. In the aftermath of the COVID-19 pandemic and the great resignation, businesses across many industries have experienced an uptick in employee turnover. This trend has been especially prominent in the nonprofit sector, where limited budgets and resources often make it difficult for organizations to retain their top talent. Previously we reviewed standardized metrics from third-party validator sites that funders and donors often use to determine a nonprofit’s viability for funding. However, it’s not just third-party sites that maintain metric benchmarks for nonprofits. Institutional funders often have their own internal evaluation sites and standardized metrics. In addition to sharing the core points that watchdog sites review (such as financials and governance), major institutions like the government’s Children’s Bureau and affluent foundations like the Ford Foundation also maintain their own evaluation system. These metrics serve as indicators of a nonprofit’s likelihood to be successful with their grant allocation and produce impact aligned with the institution’s mandate. For Ford, and many foundation funders, an organization’s “readiness” is indicative of their ability to have a few core organizational strengths. They believe in assessments so much, that they have a public open-source tool to support nonprofits identify and prioritize their organizational strengthening needs. Within this Organizational Mapping Tool (OMT), they focus on 14 categories. We won’t dive into each one, but to illustrate a few top lines consider the focus areas as follows: Mission & Strategy - do you have clear, inspiring and compelling public commitments with formal goals, outcomes and a strategic plan? Field Engagement - is there a strong sense of mutual power and collaboration within your organization? Is your organization considered an active leader in networks, has a strong voice in the community and has a visibly strong reputation in the field? Administration - outside of maintaining legal obligations and an effective organizational leadership structure, what do your administrative policies look like? How do you leverage technology and information systems to ensure that the organization functions optimally? This last one is so important. Is your organization tracking your data? What do your participant files include? Are you simply collecting demographics or measuring outputs against long-term impacts? Systems are so vital to your success as a nonprofit. And for many funders, it’s 50% of their considerations. For example, major government institution distributed grants (like NY state’s Block Grant) also have their version of self-assessment tools. Their tools focus almost entirely on the data. They are focused on not just what information your organization is capable of tracking, but the use of that information to inform programming & services. There are also capacity-building programs that some funders operate to support nonprofits as they work towards securing grants from high-level funders. Robin Hood operates a workshop series entitled GRIT (Grant-Ready Insights and Training) project. Again, the bulk of the focus is on evaluation models and data tracking. What tools and software are you using to bolster your readiness? In addition to the tools, program officers each often have their own way of identifying an organizations’ readiness. Much of their determining factors are a cross between relationship-building, visibility of the organization (how well you’re known within the community), and the data-driven proof points that underline your organization’s efficacy. These readiness tools and self-evaluations can support your prioritization as you work towards becoming ready for that break-through grant your organization needs to thrive. In the next section we’ll discuss how technology tools and softwares like Casebook serve as a viable solution for metric traction and grant competitiveness. In the aftermath of the COVID-19 pandemic and the great resignation, businesses across many industries have experienced an uptick in employee turnover. This trend has been especially prominent in the nonprofit sector, where limited budgets and resources often make it difficult for organizations to retain their top talent. Previously we reviewed standardized metrics from third-party validator sites that funders and donors often use to determine a nonprofit’s viability for funding. However, it’s not just third-party sites that maintain metric benchmarks for nonprofits. Institutional funders often have their own internal evaluation sites and standardized metrics. In addition to sharing the core points that watchdog sites review (such as financials and governance), major institutions like the government’s Children’s Bureau and affluent foundations like the Ford Foundation also maintain their own evaluation system. These metrics serve as indicators of a nonprofit’s likelihood to be successful with their grant allocation and produce impact aligned with the institution’s mandate. For Ford, and many foundation funders, an organization’s “readiness” is indicative of their ability to have a few core organizational strengths. They believe in assessments so much, that they have a public open-source tool to support nonprofits identify and prioritize their organizational strengthening needs. Within this Organizational Mapping Tool (OMT), they focus on 14 categories. We won’t dive into each one, but to illustrate a few top lines consider the focus areas as follows: Mission & Strategy - do you have clear, inspiring and compelling public commitments with formal goals, outcomes and a strategic plan? Field Engagement - is there a strong sense of mutual power and collaboration within your organization? Is your organization considered an active leader in networks, has a strong voice in the community and has a visibly strong reputation in the field? Administration - outside of maintaining legal obligations and an effective organizational leadership structure, what do your administrative policies look like? How do you leverage technology and information systems to ensure that the organization functions optimally? This last one is so important. Is your organization tracking your data? What do your participant files include? Are you simply collecting demographics or measuring outputs against long-term impacts? Systems are so vital to your success as a nonprofit. And for many funders, it’s 50% of their considerations. For example, major government institution distributed grants (like NY state’s Block Grant) also have their version of self-assessment tools. Their tools focus almost entirely on the data. They are focused on not just what information your organization is capable of tracking, but the use of that information to inform programming & services. There are also capacity-building programs that some funders operate to support nonprofits as they work towards securing grants from high-level funders. Robin Hood operates a workshop series entitled GRIT (Grant-Ready Insights and Training) project. Again, the bulk of the focus is on evaluation models and data tracking. What tools and software are you using to bolster your readiness? In addition to the tools, program officers each often have their own way of identifying an organizations’ readiness. Much of their determining factors are a cross between relationship-building, visibility of the organization (how well you’re known within the community), and the data-driven proof points that underline your organization’s efficacy. These readiness tools and self-evaluations can support your prioritization as you work towards becoming ready for that break-through grant your organization needs to thrive. In the next section we’ll discuss how technology tools and softwares like Casebook serve as a viable solution for metric traction and grant competitiveness. In the aftermath of the COVID-19 pandemic and the great resignation, businesses across many industries have experienced an uptick in employee turnover. This trend has been especially prominent in the nonprofit sector, where limited budgets and resources often make it difficult for organizations to retain their top talent. Previously we reviewed standardized metrics from third-party validator sites that funders and donors often use to determine a nonprofit’s viability for funding. However, it’s not just third-party sites that maintain metric benchmarks for nonprofits. Institutional funders often have their own internal evaluation sites and standardized metrics. In addition to sharing the core points that watchdog sites review (such as financials and governance), major institutions like the government’s Children’s Bureau and affluent foundations like the Ford Foundation also maintain their own evaluation system. These metrics serve as indicators of a nonprofit’s likelihood to be successful with their grant allocation and produce impact aligned with the institution’s mandate. For Ford, and many foundation funders, an organization’s “readiness” is indicative of their ability to have a few core organizational strengths. They believe in assessments so much, that they have a public open-source tool to support nonprofits identify and prioritize their organizational strengthening needs. Within this Organizational Mapping Tool (OMT), they focus on 14 categories. We won’t dive into each one, but to illustrate a few top lines consider the focus areas as follows: Mission & Strategy - do you have clear, inspiring and compelling public commitments with formal goals, outcomes and a strategic plan? Field Engagement - is there a strong sense of mutual power and collaboration within your organization? Is your organization considered an active leader in networks, has a strong voice in the community and has a visibly strong reputation in the field? Administration - outside of maintaining legal obligations and an effective organizational leadership structure, what do your administrative policies look like? How do you leverage technology and information systems to ensure that the organization functions optimally? This last one is so important. Is your organization tracking your data? What do your participant files include? Are you simply collecting demographics or measuring outputs against long-term impacts? Systems are so vital to your success as a nonprofit. And for many funders, it’s 50% of their considerations. For example, major government institution distributed grants (like NY state’s Block Grant) also have their version of self-assessment tools. Their tools focus almost entirely on the data. They are focused on not just what information your organization is capable of tracking, but the use of that information to inform programming & services. There are also capacity-building programs that some funders operate to support nonprofits as they work towards securing grants from high-level funders. Robin Hood operates a workshop series entitled GRIT (Grant-Ready Insights and Training) project. Again, the bulk of the focus is on evaluation models and data tracking. What tools and software are you using to bolster your readiness? In addition to the tools, program officers each often have their own way of identifying an organizations’ readiness. Much of their determining factors are a cross between relationship-building, visibility of the organization (how well you’re known within the community), and the data-driven proof points that underline your organization’s efficacy. These readiness tools and self-evaluations can support your prioritization as you work towards becoming ready for that break-through grant your organization needs to thrive. In the next section we’ll discuss how technology tools and softwares like Casebook serve as a viable solution for metric traction and grant competitiveness. In the aftermath of the COVID-19 pandemic and the great resignation, businesses across many industries have experienced an uptick in employee turnover. This trend has been especially prominent in the nonprofit sector, where limited budgets and resources often make it difficult for organizations to retain their top talent. Previously we reviewed standardized metrics from third-party validator sites that funders and donors often use to determine a nonprofit’s viability for funding. However, it’s not just third-party sites that maintain metric benchmarks for nonprofits. Institutional funders often have their own internal evaluation sites and standardized metrics. In addition to sharing the core points that watchdog sites review (such as financials and governance), major institutions like the government’s Children’s Bureau and affluent foundations like the Ford Foundation also maintain their own evaluation system. These metrics serve as indicators of a nonprofit’s likelihood to be successful with their grant allocation and produce impact aligned with the institution’s mandate. For Ford, and many foundation funders, an organization’s “readiness” is indicative of their ability to have a few core organizational strengths. They believe in assessments so much, that they have a public open-source tool to support nonprofits identify and prioritize their organizational strengthening needs. Within this Organizational Mapping Tool (OMT), they focus on 14 categories. We won’t dive into each one, but to illustrate a few top lines consider the focus areas as follows: Mission & Strategy - do you have clear, inspiring and compelling public commitments with formal goals, outcomes and a strategic plan? Field Engagement - is there a strong sense of mutual power and collaboration within your organization? Is your organization considered an active leader in networks, has a strong voice in the community and has a visibly strong reputation in the field? Administration - outside of maintaining legal obligations and an effective organizational leadership structure, what do your administrative policies look like? How do you leverage technology and information systems to ensure that the organization functions optimally? This last one is so important. Is your organization tracking your data? What do your participant files include? Are you simply collecting demographics or measuring outputs against long-term impacts? Systems are so vital to your success as a nonprofit. And for many funders, it’s 50% of their considerations. For example, major government institution distributed grants (like NY state’s Block Grant) also have their version of self-assessment tools. Their tools focus almost entirely on the data. They are focused on not just what information your organization is capable of tracking, but the use of that information to inform programming & services. There are also capacity-building programs that some funders operate to support nonprofits as they work towards securing grants from high-level funders. Robin Hood operates a workshop series entitled GRIT (Grant-Ready Insights and Training) project. Again, the bulk of the focus is on evaluation models and data tracking. What tools and software are you using to bolster your readiness? In addition to the tools, program officers each often have their own way of identifying an organizations’ readiness. Much of their determining factors are a cross between relationship-building, visibility of the organization (how well you’re known within the community), and the data-driven proof points that underline your organization’s efficacy. These readiness tools and self-evaluations can support your prioritization as you work towards becoming ready for that break-through grant your organization needs to thrive. In the next section we’ll discuss how technology tools and softwares like Casebook serve as a viable solution for metric traction and grant competitiveness. In the aftermath of the COVID-19 pandemic and the great resignation, businesses across many industries have experienced an uptick in employee turnover. This trend has been especially prominent in the nonprofit sector, where limited budgets and resources often make it difficult for organizations to retain their top talent. Previously we reviewed standardized metrics from third-party validator sites that funders and donors often use to determine a nonprofit’s viability for funding. However, it’s not just third-party sites that maintain metric benchmarks for nonprofits. Institutional funders often have their own internal evaluation sites and standardized metrics. In addition to sharing the core points that watchdog sites review (such as financials and governance), major institutions like the government’s Children’s Bureau and affluent foundations like the Ford Foundation also maintain their own evaluation system. These metrics serve as indicators of a nonprofit’s likelihood to be successful with their grant allocation and produce impact aligned with the institution’s mandate. For Ford, and many foundation funders, an organization’s “readiness” is indicative of their ability to have a few core organizational strengths. They believe in assessments so much, that they have a public open-source tool to support nonprofits identify and prioritize their organizational strengthening needs. Within this Organizational Mapping Tool (OMT), they focus on 14 categories. We won’t dive into each one, but to illustrate a few top lines consider the focus areas as follows: Mission & Strategy - do you have clear, inspiring and compelling public commitments with formal goals, outcomes and a strategic plan? Field Engagement - is there a strong sense of mutual power and collaboration within your organization? Is your organization considered an active leader in networks, has a strong voice in the community and has a visibly strong reputation in the field? Administration - outside of maintaining legal obligations and an effective organizational leadership structure, what do your administrative policies look like? How do you leverage technology and information systems to ensure that the organization functions optimally? This last one is so important. Is your organization tracking your data? What do your participant files include? Are you simply collecting demographics or measuring outputs against long-term impacts? Systems are so vital to your success as a nonprofit. And for many funders, it’s 50% of their considerations. For example, major government institution distributed grants (like NY state’s Block Grant) also have their version of self-assessment tools. Their tools focus almost entirely on the data. They are focused on not just what information your organization is capable of tracking, but the use of that information to inform programming & services. There are also capacity-building programs that some funders operate to support nonprofits as they work towards securing grants from high-level funders. Robin Hood operates a workshop series entitled GRIT (Grant-Ready Insights and Training) project. Again, the bulk of the focus is on evaluation models and data tracking. What tools and software are you using to bolster your readiness? In addition to the tools, program officers each often have their own way of identifying an organizations’ readiness. Much of their determining factors are a cross between relationship-building, visibility of the organization (how well you’re known within the community), and the data-driven proof points that underline your organization’s efficacy. These readiness tools and self-evaluations can support your prioritization as you work towards becoming ready for that break-through grant your organization needs to thrive. In the next section we’ll discuss how technology tools and softwares like Casebook serve as a viable solution for metric traction and grant competitiveness. In the aftermath of the COVID-19 pandemic and the great resignation, businesses across many industries have experienced an uptick in employee turnover. This trend has been especially prominent in the nonprofit sector, where limited budgets and resources often make it difficult for organizations to retain their top talent. Previously we reviewed standardized metrics from third-party validator sites that funders and donors often use to determine a nonprofit’s viability for funding. However, it’s not just third-party sites that maintain metric benchmarks for nonprofits. Institutional funders often have their own internal evaluation sites and standardized metrics. In addition to sharing the core points that watchdog sites review (such as financials and governance), major institutions like the government’s Children’s Bureau and affluent foundations like the Ford Foundation also maintain their own evaluation system. These metrics serve as indicators of a nonprofit’s likelihood to be successful with their grant allocation and produce impact aligned with the institution’s mandate. For Ford, and many foundation funders, an organization’s “readiness” is indicative of their ability to have a few core organizational strengths. They believe in assessments so much, that they have a public open-source tool to support nonprofits identify and prioritize their organizational strengthening needs. Within this Organizational Mapping Tool (OMT), they focus on 14 categories. We won’t dive into each one, but to illustrate a few top lines consider the focus areas as follows: Mission & Strategy - do you have clear, inspiring and compelling public commitments with formal goals, outcomes and a strategic plan? Field Engagement - is there a strong sense of mutual power and collaboration within your organization? Is your organization considered an active leader in networks, has a strong voice in the community and has a visibly strong reputation in the field? Administration - outside of maintaining legal obligations and an effective organizational leadership structure, what do your administrative policies look like? How do you leverage technology and information systems to ensure that the organization functions optimally? This last one is so important. Is your organization tracking your data? What do your participant files include? Are you simply collecting demographics or measuring outputs against long-term impacts? Systems are so vital to your success as a nonprofit. And for many funders, it’s 50% of their considerations. For example, major government institution distributed grants (like NY state’s Block Grant) also have their version of self-assessment tools. Their tools focus almost entirely on the data. They are focused on not just what information your organization is capable of tracking, but the use of that information to inform programming & services. There are also capacity-building programs that some funders operate to support nonprofits as they work towards securing grants from high-level funders. Robin Hood operates a workshop series entitled GRIT (Grant-Ready Insights and Training) project. Again, the bulk of the focus is on evaluation models and data tracking. What tools and software are you using to bolster your readiness? In addition to the tools, program officers each often have their own way of identifying an organizations’ readiness. Much of their determining factors are a cross between relationship-building, visibility of the organization (how well you’re known within the community), and the data-driven proof points that underline your organization’s efficacy. These readiness tools and self-evaluations can support your prioritization as you work towards becoming ready for that break-through grant your organization needs to thrive. In the next section we’ll discuss how technology tools and softwares like Casebook serve as a viable solution for metric traction and grant competitiveness.

In the aftermath of the COVID-19 pandemic and the great resignation, businesses across many industries have experienced an uptick in employee turnover. This trend has been especially prominent in the nonprofit sector, where limited budgets and resources often make it difficult for organizations to retain their top talent. Intro Ilana Novick Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... When you work in social services, using the right language is essential. Even if you’ve been in the same field for a few years, changing jobs might involve memorizing completely different sets of terms than the ones you’re used to, even for the same situation. Two child services agencies might call the same set of caregivers a [foster family] vs a [resource family]. This can cause confusion in the data which may lead to creating the same file over and over under different names. This is one of the reasons why Casebook created dynamic fields. With dynamic fields, Casebook users can configure the software to meet their specific data needs, adding brand new fields with just a few clicks. No organization, especially small and medium sized ones, wants to spend time/money on a vendor to make small changes in their software like the adding a new field or changing the field's name. With dynamic fields, you can simply make the changes yourself, no coding background required. “You can track data you care about from day one,” said Rachel Lorencz, Product Manager at Casebook. Whether you’re a manager trying to measure your caseworkers’ progress or another staff member gathering information for a grant report, you need a case management software flexible enough to adapt to your lingo and to meet your reporting needs. Maybe a licensing agency wants you to track your clients’ credentials status. Or a funder might request new information to track for an upcoming grant report. “It’s very hard to add new things, to update [other software],” Lorencz said, “You have to pay money to do that. With Casebook, you can do it immediately. And you have total control of it, no matter how big or small your organization is.” “Casebook is for organizations of all sizes because it is accessible to those who cannot afford paying for custom build-outs of large CRM systems but also powerful enough to scale with larger companies who want to control their data processes,” said Ninad Amondikar, Data Product Manager at Casebook. Even if you’re transitioning from paper records to an electronic database, dynamic fields, as well as all of Casebook’s capabilities, are easy to implement. If you do need support, the Customer Success team is available to answer any questions. But don’t take our word for it. As one Casebook partner told Amondikar, “You've done an amazing job giving us a suite of tools and now we can go back and use it to map our processes to it to save time and make things easier.” In the aftermath of the COVID-19 pandemic and the great resignation, businesses across many industries have experienced an uptick in employee turnover. This trend has been especially prominent in the nonprofit sector, where limited budgets and resources often make it difficult for organizations to retain their top talent. Intro Ilana Novick Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... When you work in social services, using the right language is essential. Even if you’ve been in the same field for a few years, changing jobs might involve memorizing completely different sets of terms than the ones you’re used to, even for the same situation. Two child services agencies might call the same set of caregivers a [foster family] vs a [resource family]. This can cause confusion in the data which may lead to creating the same file over and over under different names. This is one of the reasons why Casebook created dynamic fields. With dynamic fields, Casebook users can configure the software to meet their specific data needs, adding brand new fields with just a few clicks. No organization, especially small and medium sized ones, wants to spend time/money on a vendor to make small changes in their software like the adding a new field or changing the field's name. With dynamic fields, you can simply make the changes yourself, no coding background required. “You can track data you care about from day one,” said Rachel Lorencz, Product Manager at Casebook. Whether you’re a manager trying to measure your caseworkers’ progress or another staff member gathering information for a grant report, you need a case management software flexible enough to adapt to your lingo and to meet your reporting needs. Maybe a licensing agency wants you to track your clients’ credentials status. Or a funder might request new information to track for an upcoming grant report. “It’s very hard to add new things, to update [other software],” Lorencz said, “You have to pay money to do that. With Casebook, you can do it immediately. And you have total control of it, no matter how big or small your organization is.” “Casebook is for organizations of all sizes because it is accessible to those who cannot afford paying for custom build-outs of large CRM systems but also powerful enough to scale with larger companies who want to control their data processes,” said Ninad Amondikar, Data Product Manager at Casebook. Even if you’re transitioning from paper records to an electronic database, dynamic fields, as well as all of Casebook’s capabilities, are easy to implement. If you do need support, the Customer Success team is available to answer any questions. But don’t take our word for it. As one Casebook partner told Amondikar, “You've done an amazing job giving us a suite of tools and now we can go back and use it to map our processes to it to save time and make things easier.” In the aftermath of the COVID-19 pandemic and the great resignation, businesses across many industries have experienced an uptick in employee turnover. This trend has been especially prominent in the nonprofit sector, where limited budgets and resources often make it difficult for organizations to retain their top talent. Intro Ilana Novick Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... When you work in social services, using the right language is essential. Even if you’ve been in the same field for a few years, changing jobs might involve memorizing completely different sets of terms than the ones you’re used to, even for the same situation. Two child services agencies might call the same set of caregivers a [foster family] vs a [resource family]. This can cause confusion in the data which may lead to creating the same file over and over under different names. This is one of the reasons why Casebook created dynamic fields. With dynamic fields, Casebook users can configure the software to meet their specific data needs, adding brand new fields with just a few clicks. No organization, especially small and medium sized ones, wants to spend time/money on a vendor to make small changes in their software like the adding a new field or changing the field's name. With dynamic fields, you can simply make the changes yourself, no coding background required. “You can track data you care about from day one,” said Rachel Lorencz, Product Manager at Casebook. Whether you’re a manager trying to measure your caseworkers’ progress or another staff member gathering information for a grant report, you need a case management software flexible enough to adapt to your lingo and to meet your reporting needs. Maybe a licensing agency wants you to track your clients’ credentials status. Or a funder might request new information to track for an upcoming grant report. “It’s very hard to add new things, to update [other software],” Lorencz said, “You have to pay money to do that. With Casebook, you can do it immediately. And you have total control of it, no matter how big or small your organization is.” “Casebook is for organizations of all sizes because it is accessible to those who cannot afford paying for custom build-outs of large CRM systems but also powerful enough to scale with larger companies who want to control their data processes,” said Ninad Amondikar, Data Product Manager at Casebook. Even if you’re transitioning from paper records to an electronic database, dynamic fields, as well as all of Casebook’s capabilities, are easy to implement. If you do need support, the Customer Success team is available to answer any questions. But don’t take our word for it. As one Casebook partner told Amondikar, “You've done an amazing job giving us a suite of tools and now we can go back and use it to map our processes to it to save time and make things easier.” In the aftermath of the COVID-19 pandemic and the great resignation, businesses across many industries have experienced an uptick in employee turnover. This trend has been especially prominent in the nonprofit sector, where limited budgets and resources often make it difficult for organizations to retain their top talent. Intro Ilana Novick Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... When you work in social services, using the right language is essential. Even if you’ve been in the same field for a few years, changing jobs might involve memorizing completely different sets of terms than the ones you’re used to, even for the same situation. Two child services agencies might call the same set of caregivers a [foster family] vs a [resource family]. This can cause confusion in the data which may lead to creating the same file over and over under different names. This is one of the reasons why Casebook created dynamic fields. With dynamic fields, Casebook users can configure the software to meet their specific data needs, adding brand new fields with just a few clicks. No organization, especially small and medium sized ones, wants to spend time/money on a vendor to make small changes in their software like the adding a new field or changing the field's name. With dynamic fields, you can simply make the changes yourself, no coding background required. “You can track data you care about from day one,” said Rachel Lorencz, Product Manager at Casebook. Whether you’re a manager trying to measure your caseworkers’ progress or another staff member gathering information for a grant report, you need a case management software flexible enough to adapt to your lingo and to meet your reporting needs. Maybe a licensing agency wants you to track your clients’ credentials status. Or a funder might request new information to track for an upcoming grant report. “It’s very hard to add new things, to update [other software],” Lorencz said, “You have to pay money to do that. With Casebook, you can do it immediately. And you have total control of it, no matter how big or small your organization is.” “Casebook is for organizations of all sizes because it is accessible to those who cannot afford paying for custom build-outs of large CRM systems but also powerful enough to scale with larger companies who want to control their data processes,” said Ninad Amondikar, Data Product Manager at Casebook. Even if you’re transitioning from paper records to an electronic database, dynamic fields, as well as all of Casebook’s capabilities, are easy to implement. If you do need support, the Customer Success team is available to answer any questions. But don’t take our word for it. As one Casebook partner told Amondikar, “You've done an amazing job giving us a suite of tools and now we can go back and use it to map our processes to it to save time and make things easier.” In the aftermath of the COVID-19 pandemic and the great resignation, businesses across many industries have experienced an uptick in employee turnover. This trend has been especially prominent in the nonprofit sector, where limited budgets and resources often make it difficult for organizations to retain their top talent. Intro Ilana Novick Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... When you work in social services, using the right language is essential. Even if you’ve been in the same field for a few years, changing jobs might involve memorizing completely different sets of terms than the ones you’re used to, even for the same situation. Two child services agencies might call the same set of caregivers a [foster family] vs a [resource family]. This can cause confusion in the data which may lead to creating the same file over and over under different names. This is one of the reasons why Casebook created dynamic fields. With dynamic fields, Casebook users can configure the software to meet their specific data needs, adding brand new fields with just a few clicks. No organization, especially small and medium sized ones, wants to spend time/money on a vendor to make small changes in their software like the adding a new field or changing the field's name. With dynamic fields, you can simply make the changes yourself, no coding background required. “You can track data you care about from day one,” said Rachel Lorencz, Product Manager at Casebook. Whether you’re a manager trying to measure your caseworkers’ progress or another staff member gathering information for a grant report, you need a case management software flexible enough to adapt to your lingo and to meet your reporting needs. Maybe a licensing agency wants you to track your clients’ credentials status. Or a funder might request new information to track for an upcoming grant report. “It’s very hard to add new things, to update [other software],” Lorencz said, “You have to pay money to do that. With Casebook, you can do it immediately. And you have total control of it, no matter how big or small your organization is.” “Casebook is for organizations of all sizes because it is accessible to those who cannot afford paying for custom build-outs of large CRM systems but also powerful enough to scale with larger companies who want to control their data processes,” said Ninad Amondikar, Data Product Manager at Casebook. Even if you’re transitioning from paper records to an electronic database, dynamic fields, as well as all of Casebook’s capabilities, are easy to implement. If you do need support, the Customer Success team is available to answer any questions. But don’t take our word for it. As one Casebook partner told Amondikar, “You've done an amazing job giving us a suite of tools and now we can go back and use it to map our processes to it to save time and make things easier.” In the aftermath of the COVID-19 pandemic and the great resignation, businesses across many industries have experienced an uptick in employee turnover. This trend has been especially prominent in the nonprofit sector, where limited budgets and resources often make it difficult for organizations to retain their top talent. Intro Ilana Novick Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... When you work in social services, using the right language is essential. Even if you’ve been in the same field for a few years, changing jobs might involve memorizing completely different sets of terms than the ones you’re used to, even for the same situation. Two child services agencies might call the same set of caregivers a [foster family] vs a [resource family]. This can cause confusion in the data which may lead to creating the same file over and over under different names. This is one of the reasons why Casebook created dynamic fields. With dynamic fields, Casebook users can configure the software to meet their specific data needs, adding brand new fields with just a few clicks. No organization, especially small and medium sized ones, wants to spend time/money on a vendor to make small changes in their software like the adding a new field or changing the field's name. With dynamic fields, you can simply make the changes yourself, no coding background required. “You can track data you care about from day one,” said Rachel Lorencz, Product Manager at Casebook. Whether you’re a manager trying to measure your caseworkers’ progress or another staff member gathering information for a grant report, you need a case management software flexible enough to adapt to your lingo and to meet your reporting needs. Maybe a licensing agency wants you to track your clients’ credentials status. Or a funder might request new information to track for an upcoming grant report. “It’s very hard to add new things, to update [other software],” Lorencz said, “You have to pay money to do that. With Casebook, you can do it immediately. And you have total control of it, no matter how big or small your organization is.” “Casebook is for organizations of all sizes because it is accessible to those who cannot afford paying for custom build-outs of large CRM systems but also powerful enough to scale with larger companies who want to control their data processes,” said Ninad Amondikar, Data Product Manager at Casebook. Even if you’re transitioning from paper records to an electronic database, dynamic fields, as well as all of Casebook’s capabilities, are easy to implement. If you do need support, the Customer Success team is available to answer any questions. But don’t take our word for it. As one Casebook partner told Amondikar, “You've done an amazing job giving us a suite of tools and now we can go back and use it to map our processes to it to save time and make things easier.” In the aftermath of the COVID-19 pandemic and the great resignation, businesses across many industries have experienced an uptick in employee turnover. This trend has been especially prominent in the nonprofit sector, where limited budgets and resources often make it difficult for organizations to retain their top talent. Intro Ilana Novick Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... When you work in social services, using the right language is essential. Even if you’ve been in the same field for a few years, changing jobs might involve memorizing completely different sets of terms than the ones you’re used to, even for the same situation. Two child services agencies might call the same set of caregivers a [foster family] vs a [resource family]. This can cause confusion in the data which may lead to creating the same file over and over under different names. This is one of the reasons why Casebook created dynamic fields. With dynamic fields, Casebook users can configure the software to meet their specific data needs, adding brand new fields with just a few clicks. No organization, especially small and medium sized ones, wants to spend time/money on a vendor to make small changes in their software like the adding a new field or changing the field's name. With dynamic fields, you can simply make the changes yourself, no coding background required. “You can track data you care about from day one,” said Rachel Lorencz, Product Manager at Casebook. Whether you’re a manager trying to measure your caseworkers’ progress or another staff member gathering information for a grant report, you need a case management software flexible enough to adapt to your lingo and to meet your reporting needs. Maybe a licensing agency wants you to track your clients’ credentials status. Or a funder might request new information to track for an upcoming grant report. “It’s very hard to add new things, to update [other software],” Lorencz said, “You have to pay money to do that. With Casebook, you can do it immediately. And you have total control of it, no matter how big or small your organization is.” “Casebook is for organizations of all sizes because it is accessible to those who cannot afford paying for custom build-outs of large CRM systems but also powerful enough to scale with larger companies who want to control their data processes,” said Ninad Amondikar, Data Product Manager at Casebook. Even if you’re transitioning from paper records to an electronic database, dynamic fields, as well as all of Casebook’s capabilities, are easy to implement. If you do need support, the Customer Success team is available to answer any questions. But don’t take our word for it. As one Casebook partner told Amondikar, “You've done an amazing job giving us a suite of tools and now we can go back and use it to map our processes to it to save time and make things easier.” In the aftermath of the COVID-19 pandemic and the great resignation, businesses across many industries have experienced an uptick in employee turnover. This trend has been especially prominent in the nonprofit sector, where limited budgets and resources often make it difficult for organizations to retain their top talent. Intro Ilana Novick Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... When you work in social services, using the right language is essential. Even if you’ve been in the same field for a few years, changing jobs might involve memorizing completely different sets of terms than the ones you’re used to, even for the same situation. Two child services agencies might call the same set of caregivers a [foster family] vs a [resource family]. This can cause confusion in the data which may lead to creating the same file over and over under different names. This is one of the reasons why Casebook created dynamic fields. With dynamic fields, Casebook users can configure the software to meet their specific data needs, adding brand new fields with just a few clicks. No organization, especially small and medium sized ones, wants to spend time/money on a vendor to make small changes in their software like the adding a new field or changing the field's name. With dynamic fields, you can simply make the changes yourself, no coding background required. “You can track data you care about from day one,” said Rachel Lorencz, Product Manager at Casebook. Whether you’re a manager trying to measure your caseworkers’ progress or another staff member gathering information for a grant report, you need a case management software flexible enough to adapt to your lingo and to meet your reporting needs. Maybe a licensing agency wants you to track your clients’ credentials status. Or a funder might request new information to track for an upcoming grant report. “It’s very hard to add new things, to update [other software],” Lorencz said, “You have to pay money to do that. With Casebook, you can do it immediately. And you have total control of it, no matter how big or small your organization is.” “Casebook is for organizations of all sizes because it is accessible to those who cannot afford paying for custom build-outs of large CRM systems but also powerful enough to scale with larger companies who want to control their data processes,” said Ninad Amondikar, Data Product Manager at Casebook. Even if you’re transitioning from paper records to an electronic database, dynamic fields, as well as all of Casebook’s capabilities, are easy to implement. If you do need support, the Customer Success team is available to answer any questions. But don’t take our word for it. As one Casebook partner told Amondikar, “You've done an amazing job giving us a suite of tools and now we can go back and use it to map our processes to it to save time and make things easier.” In the aftermath of the COVID-19 pandemic and the great resignation, businesses across many industries have experienced an uptick in employee turnover. This trend has been especially prominent in the nonprofit sector, where limited budgets and resources often make it difficult for organizations to retain their top talent. Intro Ilana Novick Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... When you work in social services, using the right language is essential. Even if you’ve been in the same field for a few years, changing jobs might involve memorizing completely different sets of terms than the ones you’re used to, even for the same situation. Two child services agencies might call the same set of caregivers a [foster family] vs a [resource family]. This can cause confusion in the data which may lead to creating the same file over and over under different names. This is one of the reasons why Casebook created dynamic fields. With dynamic fields, Casebook users can configure the software to meet their specific data needs, adding brand new fields with just a few clicks. No organization, especially small and medium sized ones, wants to spend time/money on a vendor to make small changes in their software like the adding a new field or changing the field's name. With dynamic fields, you can simply make the changes yourself, no coding background required. “You can track data you care about from day one,” said Rachel Lorencz, Product Manager at Casebook. Whether you’re a manager trying to measure your caseworkers’ progress or another staff member gathering information for a grant report, you need a case management software flexible enough to adapt to your lingo and to meet your reporting needs. Maybe a licensing agency wants you to track your clients’ credentials status. Or a funder might request new information to track for an upcoming grant report. “It’s very hard to add new things, to update [other software],” Lorencz said, “You have to pay money to do that. With Casebook, you can do it immediately. And you have total control of it, no matter how big or small your organization is.” “Casebook is for organizations of all sizes because it is accessible to those who cannot afford paying for custom build-outs of large CRM systems but also powerful enough to scale with larger companies who want to control their data processes,” said Ninad Amondikar, Data Product Manager at Casebook. Even if you’re transitioning from paper records to an electronic database, dynamic fields, as well as all of Casebook’s capabilities, are easy to implement. If you do need support, the Customer Success team is available to answer any questions. But don’t take our word for it. As one Casebook partner told Amondikar, “You've done an amazing job giving us a suite of tools and now we can go back and use it to map our processes to it to save time and make things easier.” In the aftermath of the COVID-19 pandemic and the great resignation, businesses across many industries have experienced an uptick in employee turnover. This trend has been especially prominent in the nonprofit sector, where limited budgets and resources often make it difficult for organizations to retain their top talent. Intro Ilana Novick Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... When you work in social services, using the right language is essential. Even if you’ve been in the same field for a few years, changing jobs might involve memorizing completely different sets of terms than the ones you’re used to, even for the same situation. Two child services agencies might call the same set of caregivers a [foster family] vs a [resource family]. This can cause confusion in the data which may lead to creating the same file over and over under different names. This is one of the reasons why Casebook created dynamic fields. With dynamic fields, Casebook users can configure the software to meet their specific data needs, adding brand new fields with just a few clicks. No organization, especially small and medium sized ones, wants to spend time/money on a vendor to make small changes in their software like the adding a new field or changing the field's name. With dynamic fields, you can simply make the changes yourself, no coding background required. “You can track data you care about from day one,” said Rachel Lorencz, Product Manager at Casebook. Whether you’re a manager trying to measure your caseworkers’ progress or another staff member gathering information for a grant report, you need a case management software flexible enough to adapt to your lingo and to meet your reporting needs. Maybe a licensing agency wants you to track your clients’ credentials status. Or a funder might request new information to track for an upcoming grant report. “It’s very hard to add new things, to update [other software],” Lorencz said, “You have to pay money to do that. With Casebook, you can do it immediately. And you have total control of it, no matter how big or small your organization is.” “Casebook is for organizations of all sizes because it is accessible to those who cannot afford paying for custom build-outs of large CRM systems but also powerful enough to scale with larger companies who want to control their data processes,” said Ninad Amondikar, Data Product Manager at Casebook. Even if you’re transitioning from paper records to an electronic database, dynamic fields, as well as all of Casebook’s capabilities, are easy to implement. If you do need support, the Customer Success team is available to answer any questions. But don’t take our word for it. As one Casebook partner told Amondikar, “You've done an amazing job giving us a suite of tools and now we can go back and use it to map our processes to it to save time and make things easier.”

Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... Evaluation, reporting, and data management are a necessary part of life in the social services field. Funders want to measure the impact of their donations, licensing agencies need to ensure professional standards are met, and managers Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... Evaluation, reporting, and data management are a necessary part of life in the social services field. Funders want to measure the impact of their donations, licensing agencies need to ensure professional standards are met, and managers need to track staff and program progress to achieve organizational goals. For organizations without dedicated data staff however, reporting can be expensive, time consuming, and a drain on teams hired to serve their communities, not crunch numbers. Casebook’s new cb Reporting feature can help. With multiple pre-built reports and out-of-the-box dashboards, it’s easy to start gathering and analyzing data immediately. The dashboards are like the front page of cb Reporting, capturing a snapshot of key metrics an organization is tracking at a given time. The pre-built reports allow users to dig deeper on the information managers, funders, and other stakeholders might require as part of evaluation and fundraising. “Casebook's reporting capabilities are intended for all people in the human services field,” said Ninad Amondikar, Data Product Manager at Casebook PBC, and for organizations of all sizes. Dashboards and pre-built reports don’t require extensive knowledge of data analysis. “Someone who may not have any comfort with data can go into cb Reporting and leverage our library of pre-built reports,” Amondikar added. “It reduces the time that agency supervisors and program administrators spend time setting up reports. The upfront investment required is minimal.” cb Reporting works in collaboration with the rest of Casebook’s product suite, taking data from the other modules, and turning them into customizable reports, covering the entire lifecycle of case management, which is critical for building comprehensive reports. These reports and dashboards were created with the most essential human services reporting needs in mind. Reports are pre-built however, this doesn’t mean that there isn’t room for customization. If an organization wants to run a report that includes some but not all of the metrics in a pre-built one, they can simply filter out the information they don’t need with the click of a button. If, for example, a manager wants to filter a particular report by race but not age, they can un-click the checkbox for age. Or, if a funder requests a specific new datapoint, it can be easily added. Users can save the changes for easy access in the future. This frees workers to continue their work in the field, using Casebook’s data entry system, while managers and administrators can easily track what’s happening without hovering over their staff's shoulders or attempting to be in multiple places at once. Dashboards and pre-built reports are also important for grant reporting. As Amondikar explained, “the majority of our users, and the organizations that we work with, are grant funded. And grant funding can vary based on the type of activities that they do, and their requirements for reporting impact can vary based on the funder itself.” With pre-built reports, organizations can easily start reporting out how their activities are meeting grant requirements. Whether funders want stats on service delivery, demographics, client interactions, or any other data, reports and dashboards take the stress out of data collection, analysis and reporting for organizations of any size./p> Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... Evaluation, reporting, and data management are a necessary part of life in the social services field. Funders want to measure the impact of their donations, licensing agencies need to ensure professional standards are met, and managers Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... Evaluation, reporting, and data management are a necessary part of life in the social services field. Funders want to measure the impact of their donations, licensing agencies need to ensure professional standards are met, and managers need to track staff and program progress to achieve organizational goals. For organizations without dedicated data staff however, reporting can be expensive, time consuming, and a drain on teams hired to serve their communities, not crunch numbers. Casebook’s new cb Reporting feature can help. With multiple pre-built reports and out-of-the-box dashboards, it’s easy to start gathering and analyzing data immediately. The dashboards are like the front page of cb Reporting, capturing a snapshot of key metrics an organization is tracking at a given time. The pre-built reports allow users to dig deeper on the information managers, funders, and other stakeholders might require as part of evaluation and fundraising. “Casebook's reporting capabilities are intended for all people in the human services field,” said Ninad Amondikar, Data Product Manager at Casebook PBC, and for organizations of all sizes. Dashboards and pre-built reports don’t require extensive knowledge of data analysis. “Someone who may not have any comfort with data can go into cb Reporting and leverage our library of pre-built reports,” Amondikar added. “It reduces the time that agency supervisors and program administrators spend time setting up reports. The upfront investment required is minimal.” cb Reporting works in collaboration with the rest of Casebook’s product suite, taking data from the other modules, and turning them into customizable reports, covering the entire lifecycle of case management, which is critical for building comprehensive reports. These reports and dashboards were created with the most essential human services reporting needs in mind. Reports are pre-built however, this doesn’t mean that there isn’t room for customization. If an organization wants to run a report that includes some but not all of the metrics in a pre-built one, they can simply filter out the information they don’t need with the click of a button. If, for example, a manager wants to filter a particular report by race but not age, they can un-click the checkbox for age. Or, if a funder requests a specific new datapoint, it can be easily added. Users can save the changes for easy access in the future. This frees workers to continue their work in the field, using Casebook’s data entry system, while managers and administrators can easily track what’s happening without hovering over their staff's shoulders or attempting to be in multiple places at once. Dashboards and pre-built reports are also important for grant reporting. As Amondikar explained, “the majority of our users, and the organizations that we work with, are grant funded. And grant funding can vary based on the type of activities that they do, and their requirements for reporting impact can vary based on the funder itself.” With pre-built reports, organizations can easily start reporting out how their activities are meeting grant requirements. Whether funders want stats on service delivery, demographics, client interactions, or any other data, reports and dashboards take the stress out of data collection, analysis and reporting for organizations of any size./p> Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... Evaluation, reporting, and data management are a necessary part of life in the social services field. Funders want to measure the impact of their donations, licensing agencies need to ensure professional standards are met, and managers Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... Evaluation, reporting, and data management are a necessary part of life in the social services field. Funders want to measure the impact of their donations, licensing agencies need to ensure professional standards are met, and managers need to track staff and program progress to achieve organizational goals. For organizations without dedicated data staff however, reporting can be expensive, time consuming, and a drain on teams hired to serve their communities, not crunch numbers. Casebook’s new cb Reporting feature can help. With multiple pre-built reports and out-of-the-box dashboards, it’s easy to start gathering and analyzing data immediately. The dashboards are like the front page of cb Reporting, capturing a snapshot of key metrics an organization is tracking at a given time. The pre-built reports allow users to dig deeper on the information managers, funders, and other stakeholders might require as part of evaluation and fundraising. “Casebook's reporting capabilities are intended for all people in the human services field,” said Ninad Amondikar, Data Product Manager at Casebook PBC, and for organizations of all sizes. Dashboards and pre-built reports don’t require extensive knowledge of data analysis. “Someone who may not have any comfort with data can go into cb Reporting and leverage our library of pre-built reports,” Amondikar added. “It reduces the time that agency supervisors and program administrators spend time setting up reports. The upfront investment required is minimal.” cb Reporting works in collaboration with the rest of Casebook’s product suite, taking data from the other modules, and turning them into customizable reports, covering the entire lifecycle of case management, which is critical for building comprehensive reports. These reports and dashboards were created with the most essential human services reporting needs in mind. Reports are pre-built however, this doesn’t mean that there isn’t room for customization. If an organization wants to run a report that includes some but not all of the metrics in a pre-built one, they can simply filter out the information they don’t need with the click of a button. If, for example, a manager wants to filter a particular report by race but not age, they can un-click the checkbox for age. Or, if a funder requests a specific new datapoint, it can be easily added. Users can save the changes for easy access in the future. This frees workers to continue their work in the field, using Casebook’s data entry system, while managers and administrators can easily track what’s happening without hovering over their staff's shoulders or attempting to be in multiple places at once. Dashboards and pre-built reports are also important for grant reporting. As Amondikar explained, “the majority of our users, and the organizations that we work with, are grant funded. And grant funding can vary based on the type of activities that they do, and their requirements for reporting impact can vary based on the funder itself.” With pre-built reports, organizations can easily start reporting out how their activities are meeting grant requirements. Whether funders want stats on service delivery, demographics, client interactions, or any other data, reports and dashboards take the stress out of data collection, analysis and reporting for organizations of any size./p> Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... Evaluation, reporting, and data management are a necessary part of life in the social services field. Funders want to measure the impact of their donations, licensing agencies need to ensure professional standards are met, and managers Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... Evaluation, reporting, and data management are a necessary part of life in the social services field. Funders want to measure the impact of their donations, licensing agencies need to ensure professional standards are met, and managers need to track staff and program progress to achieve organizational goals. For organizations without dedicated data staff however, reporting can be expensive, time consuming, and a drain on teams hired to serve their communities, not crunch numbers. Casebook’s new cb Reporting feature can help. With multiple pre-built reports and out-of-the-box dashboards, it’s easy to start gathering and analyzing data immediately. The dashboards are like the front page of cb Reporting, capturing a snapshot of key metrics an organization is tracking at a given time. The pre-built reports allow users to dig deeper on the information managers, funders, and other stakeholders might require as part of evaluation and fundraising. “Casebook's reporting capabilities are intended for all people in the human services field,” said Ninad Amondikar, Data Product Manager at Casebook PBC, and for organizations of all sizes. Dashboards and pre-built reports don’t require extensive knowledge of data analysis. “Someone who may not have any comfort with data can go into cb Reporting and leverage our library of pre-built reports,” Amondikar added. “It reduces the time that agency supervisors and program administrators spend time setting up reports. The upfront investment required is minimal.” cb Reporting works in collaboration with the rest of Casebook’s product suite, taking data from the other modules, and turning them into customizable reports, covering the entire lifecycle of case management, which is critical for building comprehensive reports. These reports and dashboards were created with the most essential human services reporting needs in mind. Reports are pre-built however, this doesn’t mean that there isn’t room for customization. If an organization wants to run a report that includes some but not all of the metrics in a pre-built one, they can simply filter out the information they don’t need with the click of a button. If, for example, a manager wants to filter a particular report by race but not age, they can un-click the checkbox for age. Or, if a funder requests a specific new datapoint, it can be easily added. Users can save the changes for easy access in the future. This frees workers to continue their work in the field, using Casebook’s data entry system, while managers and administrators can easily track what’s happening without hovering over their staff's shoulders or attempting to be in multiple places at once. Dashboards and pre-built reports are also important for grant reporting. As Amondikar explained, “the majority of our users, and the organizations that we work with, are grant funded. And grant funding can vary based on the type of activities that they do, and their requirements for reporting impact can vary based on the funder itself.” With pre-built reports, organizations can easily start reporting out how their activities are meeting grant requirements. Whether funders want stats on service delivery, demographics, client interactions, or any other data, reports and dashboards take the stress out of data collection, analysis and reporting for organizations of any size./p> Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... Evaluation, reporting, and data management are a necessary part of life in the social services field. Funders want to measure the impact of their donations, licensing agencies need to ensure professional standards are met, and managers Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... Evaluation, reporting, and data management are a necessary part of life in the social services field. Funders want to measure the impact of their donations, licensing agencies need to ensure professional standards are met, and managers need to track staff and program progress to achieve organizational goals. For organizations without dedicated data staff however, reporting can be expensive, time consuming, and a drain on teams hired to serve their communities, not crunch numbers. Casebook’s new cb Reporting feature can help. With multiple pre-built reports and out-of-the-box dashboards, it’s easy to start gathering and analyzing data immediately. The dashboards are like the front page of cb Reporting, capturing a snapshot of key metrics an organization is tracking at a given time. The pre-built reports allow users to dig deeper on the information managers, funders, and other stakeholders might require as part of evaluation and fundraising. “Casebook's reporting capabilities are intended for all people in the human services field,” said Ninad Amondikar, Data Product Manager at Casebook PBC, and for organizations of all sizes. Dashboards and pre-built reports don’t require extensive knowledge of data analysis. “Someone who may not have any comfort with data can go into cb Reporting and leverage our library of pre-built reports,” Amondikar added. “It reduces the time that agency supervisors and program administrators spend time setting up reports. The upfront investment required is minimal.” cb Reporting works in collaboration with the rest of Casebook’s product suite, taking data from the other modules, and turning them into customizable reports, covering the entire lifecycle of case management, which is critical for building comprehensive reports. These reports and dashboards were created with the most essential human services reporting needs in mind. Reports are pre-built however, this doesn’t mean that there isn’t room for customization. If an organization wants to run a report that includes some but not all of the metrics in a pre-built one, they can simply filter out the information they don’t need with the click of a button. If, for example, a manager wants to filter a particular report by race but not age, they can un-click the checkbox for age. Or, if a funder requests a specific new datapoint, it can be easily added. Users can save the changes for easy access in the future. This frees workers to continue their work in the field, using Casebook’s data entry system, while managers and administrators can easily track what’s happening without hovering over their staff's shoulders or attempting to be in multiple places at once. Dashboards and pre-built reports are also important for grant reporting. As Amondikar explained, “the majority of our users, and the organizations that we work with, are grant funded. And grant funding can vary based on the type of activities that they do, and their requirements for reporting impact can vary based on the funder itself.” With pre-built reports, organizations can easily start reporting out how their activities are meeting grant requirements. Whether funders want stats on service delivery, demographics, client interactions, or any other data, reports and dashboards take the stress out of data collection, analysis and reporting for organizations of any size./p> Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... Evaluation, reporting, and data management are a necessary part of life in the social services field. Funders want to measure the impact of their donations, licensing agencies need to ensure professional standards are met, and managers Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... Evaluation, reporting, and data management are a necessary part of life in the social services field. Funders want to measure the impact of their donations, licensing agencies need to ensure professional standards are met, and managers need to track staff and program progress to achieve organizational goals. For organizations without dedicated data staff however, reporting can be expensive, time consuming, and a drain on teams hired to serve their communities, not crunch numbers. Casebook’s new cb Reporting feature can help. With multiple pre-built reports and out-of-the-box dashboards, it’s easy to start gathering and analyzing data immediately. The dashboards are like the front page of cb Reporting, capturing a snapshot of key metrics an organization is tracking at a given time. The pre-built reports allow users to dig deeper on the information managers, funders, and other stakeholders might require as part of evaluation and fundraising. “Casebook's reporting capabilities are intended for all people in the human services field,” said Ninad Amondikar, Data Product Manager at Casebook PBC, and for organizations of all sizes. Dashboards and pre-built reports don’t require extensive knowledge of data analysis. “Someone who may not have any comfort with data can go into cb Reporting and leverage our library of pre-built reports,” Amondikar added. “It reduces the time that agency supervisors and program administrators spend time setting up reports. The upfront investment required is minimal.” cb Reporting works in collaboration with the rest of Casebook’s product suite, taking data from the other modules, and turning them into customizable reports, covering the entire lifecycle of case management, which is critical for building comprehensive reports. These reports and dashboards were created with the most essential human services reporting needs in mind. Reports are pre-built however, this doesn’t mean that there isn’t room for customization. If an organization wants to run a report that includes some but not all of the metrics in a pre-built one, they can simply filter out the information they don’t need with the click of a button. If, for example, a manager wants to filter a particular report by race but not age, they can un-click the checkbox for age. Or, if a funder requests a specific new datapoint, it can be easily added. Users can save the changes for easy access in the future. This frees workers to continue their work in the field, using Casebook’s data entry system, while managers and administrators can easily track what’s happening without hovering over their staff's shoulders or attempting to be in multiple places at once. Dashboards and pre-built reports are also important for grant reporting. As Amondikar explained, “the majority of our users, and the organizations that we work with, are grant funded. And grant funding can vary based on the type of activities that they do, and their requirements for reporting impact can vary based on the funder itself.” With pre-built reports, organizations can easily start reporting out how their activities are meeting grant requirements. Whether funders want stats on service delivery, demographics, client interactions, or any other data, reports and dashboards take the stress out of data collection, analysis and reporting for organizations of any size./p> Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... Evaluation, reporting, and data management are a necessary part of life in the social services field. Funders want to measure the impact of their donations, licensing agencies need to ensure professional standards are met, and managers Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... Evaluation, reporting, and data management are a necessary part of life in the social services field. Funders want to measure the impact of their donations, licensing agencies need to ensure professional standards are met, and managers need to track staff and program progress to achieve organizational goals. For organizations without dedicated data staff however, reporting can be expensive, time consuming, and a drain on teams hired to serve their communities, not crunch numbers. Casebook’s new cb Reporting feature can help. With multiple pre-built reports and out-of-the-box dashboards, it’s easy to start gathering and analyzing data immediately. The dashboards are like the front page of cb Reporting, capturing a snapshot of key metrics an organization is tracking at a given time. The pre-built reports allow users to dig deeper on the information managers, funders, and other stakeholders might require as part of evaluation and fundraising. “Casebook's reporting capabilities are intended for all people in the human services field,” said Ninad Amondikar, Data Product Manager at Casebook PBC, and for organizations of all sizes. Dashboards and pre-built reports don’t require extensive knowledge of data analysis. “Someone who may not have any comfort with data can go into cb Reporting and leverage our library of pre-built reports,” Amondikar added. “It reduces the time that agency supervisors and program administrators spend time setting up reports. The upfront investment required is minimal.” cb Reporting works in collaboration with the rest of Casebook’s product suite, taking data from the other modules, and turning them into customizable reports, covering the entire lifecycle of case management, which is critical for building comprehensive reports. These reports and dashboards were created with the most essential human services reporting needs in mind. Reports are pre-built however, this doesn’t mean that there isn’t room for customization. If an organization wants to run a report that includes some but not all of the metrics in a pre-built one, they can simply filter out the information they don’t need with the click of a button. If, for example, a manager wants to filter a particular report by race but not age, they can un-click the checkbox for age. Or, if a funder requests a specific new datapoint, it can be easily added. Users can save the changes for easy access in the future. This frees workers to continue their work in the field, using Casebook’s data entry system, while managers and administrators can easily track what’s happening without hovering over their staff's shoulders or attempting to be in multiple places at once. Dashboards and pre-built reports are also important for grant reporting. As Amondikar explained, “the majority of our users, and the organizations that we work with, are grant funded. And grant funding can vary based on the type of activities that they do, and their requirements for reporting impact can vary based on the funder itself.” With pre-built reports, organizations can easily start reporting out how their activities are meeting grant requirements. Whether funders want stats on service delivery, demographics, client interactions, or any other data, reports and dashboards take the stress out of data collection, analysis and reporting for organizations of any size./p> Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... Evaluation, reporting, and data management are a necessary part of life in the social services field. Funders want to measure the impact of their donations, licensing agencies need to ensure professional standards are met, and managers Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... Evaluation, reporting, and data management are a necessary part of life in the social services field. Funders want to measure the impact of their donations, licensing agencies need to ensure professional standards are met, and managers need to track staff and program progress to achieve organizational goals. For organizations without dedicated data staff however, reporting can be expensive, time consuming, and a drain on teams hired to serve their communities, not crunch numbers. Casebook’s new cb Reporting feature can help. With multiple pre-built reports and out-of-the-box dashboards, it’s easy to start gathering and analyzing data immediately. The dashboards are like the front page of cb Reporting, capturing a snapshot of key metrics an organization is tracking at a given time. The pre-built reports allow users to dig deeper on the information managers, funders, and other stakeholders might require as part of evaluation and fundraising. “Casebook's reporting capabilities are intended for all people in the human services field,” said Ninad Amondikar, Data Product Manager at Casebook PBC, and for organizations of all sizes. Dashboards and pre-built reports don’t require extensive knowledge of data analysis. “Someone who may not have any comfort with data can go into cb Reporting and leverage our library of pre-built reports,” Amondikar added. “It reduces the time that agency supervisors and program administrators spend time setting up reports. The upfront investment required is minimal.” cb Reporting works in collaboration with the rest of Casebook’s product suite, taking data from the other modules, and turning them into customizable reports, covering the entire lifecycle of case management, which is critical for building comprehensive reports. These reports and dashboards were created with the most essential human services reporting needs in mind. Reports are pre-built however, this doesn’t mean that there isn’t room for customization. If an organization wants to run a report that includes some but not all of the metrics in a pre-built one, they can simply filter out the information they don’t need with the click of a button. If, for example, a manager wants to filter a particular report by race but not age, they can un-click the checkbox for age. Or, if a funder requests a specific new datapoint, it can be easily added. Users can save the changes for easy access in the future. This frees workers to continue their work in the field, using Casebook’s data entry system, while managers and administrators can easily track what’s happening without hovering over their staff's shoulders or attempting to be in multiple places at once. Dashboards and pre-built reports are also important for grant reporting. As Amondikar explained, “the majority of our users, and the organizations that we work with, are grant funded. And grant funding can vary based on the type of activities that they do, and their requirements for reporting impact can vary based on the funder itself.” With pre-built reports, organizations can easily start reporting out how their activities are meeting grant requirements. Whether funders want stats on service delivery, demographics, client interactions, or any other data, reports and dashboards take the stress out of data collection, analysis and reporting for organizations of any size./p> Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... Evaluation, reporting, and data management are a necessary part of life in the social services field. Funders want to measure the impact of their donations, licensing agencies need to ensure professional standards are met, and managers Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... Evaluation, reporting, and data management are a necessary part of life in the social services field. Funders want to measure the impact of their donations, licensing agencies need to ensure professional standards are met, and managers need to track staff and program progress to achieve organizational goals. For organizations without dedicated data staff however, reporting can be expensive, time consuming, and a drain on teams hired to serve their communities, not crunch numbers. Casebook’s new cb Reporting feature can help. With multiple pre-built reports and out-of-the-box dashboards, it’s easy to start gathering and analyzing data immediately. The dashboards are like the front page of cb Reporting, capturing a snapshot of key metrics an organization is tracking at a given time. The pre-built reports allow users to dig deeper on the information managers, funders, and other stakeholders might require as part of evaluation and fundraising. “Casebook's reporting capabilities are intended for all people in the human services field,” said Ninad Amondikar, Data Product Manager at Casebook PBC, and for organizations of all sizes. Dashboards and pre-built reports don’t require extensive knowledge of data analysis. “Someone who may not have any comfort with data can go into cb Reporting and leverage our library of pre-built reports,” Amondikar added. “It reduces the time that agency supervisors and program administrators spend time setting up reports. The upfront investment required is minimal.” cb Reporting works in collaboration with the rest of Casebook’s product suite, taking data from the other modules, and turning them into customizable reports, covering the entire lifecycle of case management, which is critical for building comprehensive reports. These reports and dashboards were created with the most essential human services reporting needs in mind. Reports are pre-built however, this doesn’t mean that there isn’t room for customization. If an organization wants to run a report that includes some but not all of the metrics in a pre-built one, they can simply filter out the information they don’t need with the click of a button. If, for example, a manager wants to filter a particular report by race but not age, they can un-click the checkbox for age. Or, if a funder requests a specific new datapoint, it can be easily added. Users can save the changes for easy access in the future. This frees workers to continue their work in the field, using Casebook’s data entry system, while managers and administrators can easily track what’s happening without hovering over their staff's shoulders or attempting to be in multiple places at once. Dashboards and pre-built reports are also important for grant reporting. As Amondikar explained, “the majority of our users, and the organizations that we work with, are grant funded. And grant funding can vary based on the type of activities that they do, and their requirements for reporting impact can vary based on the funder itself.” With pre-built reports, organizations can easily start reporting out how their activities are meeting grant requirements. Whether funders want stats on service delivery, demographics, client interactions, or any other data, reports and dashboards take the stress out of data collection, analysis and reporting for organizations of any size./p> Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... Evaluation, reporting, and data management are a necessary part of life in the social services field. Funders want to measure the impact of their donations, licensing agencies need to ensure professional standards are met, and managers Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... Evaluation, reporting, and data management are a necessary part of life in the social services field. Funders want to measure the impact of their donations, licensing agencies need to ensure professional standards are met, and managers need to track staff and program progress to achieve organizational goals. For organizations without dedicated data staff however, reporting can be expensive, time consuming, and a drain on teams hired to serve their communities, not crunch numbers. Casebook’s new cb Reporting feature can help. With multiple pre-built reports and out-of-the-box dashboards, it’s easy to start gathering and analyzing data immediately. The dashboards are like the front page of cb Reporting, capturing a snapshot of key metrics an organization is tracking at a given time. The pre-built reports allow users to dig deeper on the information managers, funders, and other stakeholders might require as part of evaluation and fundraising. “Casebook's reporting capabilities are intended for all people in the human services field,” said Ninad Amondikar, Data Product Manager at Casebook PBC, and for organizations of all sizes. Dashboards and pre-built reports don’t require extensive knowledge of data analysis. “Someone who may not have any comfort with data can go into cb Reporting and leverage our library of pre-built reports,” Amondikar added. “It reduces the time that agency supervisors and program administrators spend time setting up reports. The upfront investment required is minimal.” cb Reporting works in collaboration with the rest of Casebook’s product suite, taking data from the other modules, and turning them into customizable reports, covering the entire lifecycle of case management, which is critical for building comprehensive reports. These reports and dashboards were created with the most essential human services reporting needs in mind. Reports are pre-built however, this doesn’t mean that there isn’t room for customization. If an organization wants to run a report that includes some but not all of the metrics in a pre-built one, they can simply filter out the information they don’t need with the click of a button. If, for example, a manager wants to filter a particular report by race but not age, they can un-click the checkbox for age. Or, if a funder requests a specific new datapoint, it can be easily added. Users can save the changes for easy access in the future. This frees workers to continue their work in the field, using Casebook’s data entry system, while managers and administrators can easily track what’s happening without hovering over their staff's shoulders or attempting to be in multiple places at once. Dashboards and pre-built reports are also important for grant reporting. As Amondikar explained, “the majority of our users, and the organizations that we work with, are grant funded. And grant funding can vary based on the type of activities that they do, and their requirements for reporting impact can vary based on the funder itself.” With pre-built reports, organizations can easily start reporting out how their activities are meeting grant requirements. Whether funders want stats on service delivery, demographics, client interactions, or any other data, reports and dashboards take the stress out of data collection, analysis and reporting for organizations of any size./p>

Everyone has personal information that can't get into the wrong hands. Whether you're in child welfare, workforce development, foster care, community services or any area helping others, working in the social services sector means the most sensitive parts of their lives are in your hands, or at least your case files. How you protect, store, and organize that data is critical for doing your job, and the right software can not only help you stay organized but keep your clients safe. That's where Casebook comes in. With Casebook, privacy and security features kick in the moment you open the software, with an extremely stringent password validation system, continuing with customizable permission levels that easily allow you to determine which staff members have access to what information, encrypts that data so it doesn't fall into the wrong hands, and updates the software on a frequent basis to stay ahead of any new challenges. Speaking of passwords, you can't use Casebook with a password as hackable as welcome123 or anything else as common. Casebook requires that users create passwords that, as Chief Technology Officer Jordan Jan explains, "are extremely hard to guess." In addition to the current strict password controls, he adds that "we are adding multi-factor authentication," providing an extra level of security to ensure users are who they say they are when they first sign in. Individual Permissions Even when authorized users are logged in, however, that doesn't mean every user has the same level of access to an organization's data. As Jan emphasizes, casebook security is based on an idea called the principle of least privilege, meaning that any user should have only the bare minimum level of access needed to complete their jobs, and any additional permissions and access are added as administrators see fit. Each organization decides for itself who should be the administrator that controls the level of access and roles for all employees using the platform. In Casebook, these roles are configurable, allowing variable permission levels that grant the ability to view, modify, create & delete data based on an organization's needs. In practice, this means an individual social worker might only have the ability to edit their own clients' information once the client has completed an intake. Still, they may only be able to view (and not edit) the intake information if another staff member completed the process if it's necessary to do their job. This customizability, Ashley McCullough, Service Delivery Manager at Casebook explains, "is key to data protection." She adds, "We also understand that each organization's privacy needs may be different." An administrative staff member involved in ensuring organizational licenses and certificates are up to date may be able to access those specific documents but not edit them, or only edit what their supervisor or administrator has deemed necessary. Administrators can also set permissions at different levels across different Casebook modules. A staff member might have supervisor access in, for example, the intake feature, but not in cb track, which covers onboarding, licensing, and inspections. Organizations can also adjust how information is labeled on the system. As an example, McCullough cites an anti-human trafficking organization who decided to forgo using real names in their Casebook casefiles, instead cho Everyone has personal information that can't get into the wrong hands. Whether you're in child welfare, workforce development, foster care, community services or any area helping others, working in the social services sector means the most sensitive parts of their lives are in your hands, or at least your case files. How you protect, store, and organize that data is critical for doing your job, and the right software can not only help you stay organized but keep your clients safe. That's where Casebook comes in. With Casebook, privacy and security features kick in the moment you open the software, with an extremely stringent password validation system, continuing with customizable permission levels that easily allow you to determine which staff members have access to what information, encrypts that data so it doesn't fall into the wrong hands, and updates the software on a frequent basis to stay ahead of any new challenges. Speaking of passwords, you can't use Casebook with a password as hackable as welcome123 or anything else as common. Casebook requires that users create passwords that, as Chief Technology Officer Jordan Jan explains, "are extremely hard to guess." In addition to the current strict password controls, he adds that "we are adding multi-factor authentication," providing an extra level of security to ensure users are who they say they are when they first sign in. Individual Permissions Even when authorized users are logged in, however, that doesn't mean every user has the same level of access to an organization's data. As Jan emphasizes, casebook security is based on an idea called the principle of least privilege, meaning that any user should have only the bare minimum level of access needed to complete their jobs, and any additional permissions and access are added as administrators see fit. Each organization decides for itself who should be the administrator that controls the level of access and roles for all employees using the platform. In Casebook, these roles are configurable, allowing variable permission levels that grant the ability to view, modify, create & delete data based on an organization's needs. In practice, this means an individual social worker might only have the ability to edit their own clients' information once the client has completed an intake. Still, they may only be able to view (and not edit) the intake information if another staff member completed the process if it's necessary to do their job. This customizability, Ashley McCullough, Service Delivery Manager at Casebook explains, "is key to data protection." She adds, "We also understand that each organization's privacy needs may be different." An administrative staff member involved in ensuring organizational licenses and certificates are up to date may be able to access those specific documents but not edit them, or only edit what their supervisor or administrator has deemed necessary. Administrators can also set permissions at different levels across different Casebook modules. A staff member might have supervisor access in, for example, the intake feature, but not in cb track, which covers onboarding, licensing, and inspections. Organizations can also adjust how information is labeled on the system. As an example, McCullough cites an anti-human trafficking organization who decided to forgo using real names in their Casebook casefiles, instead cho Everyone has personal information that can't get into the wrong hands. Whether you're in child welfare, workforce development, foster care, community services or any area helping others, working in the social services sector means the most sensitive parts of their lives are in your hands, or at least your case files. How you protect, store, and organize that data is critical for doing your job, and the right software can not only help you stay organized but keep your clients safe. That's where Casebook comes in. With Casebook, privacy and security features kick in the moment you open the software, with an extremely stringent password validation system, continuing with customizable permission levels that easily allow you to determine which staff members have access to what information, encrypts that data so it doesn't fall into the wrong hands, and updates the software on a frequent basis to stay ahead of any new challenges. Speaking of passwords, you can't use Casebook with a password as hackable as welcome123 or anything else as common. Casebook requires that users create passwords that, as Chief Technology Officer Jordan Jan explains, "are extremely hard to guess." In addition to the current strict password controls, he adds that "we are adding multi-factor authentication," providing an extra level of security to ensure users are who they say they are when they first sign in. Individual Permissions Even when authorized users are logged in, however, that doesn't mean every user has the same level of access to an organization's data. As Jan emphasizes, casebook security is based on an idea called the principle of least privilege, meaning that any user should have only the bare minimum level of access needed to complete their jobs, and any additional permissions and access are added as administrators see fit. Each organization decides for itself who should be the administrator that controls the level of access and roles for all employees using the platform. In Casebook, these roles are configurable, allowing variable permission levels that grant the ability to view, modify, create & delete data based on an organization's needs. In practice, this means an individual social worker might only have the ability to edit their own clients' information once the client has completed an intake. Still, they may only be able to view (and not edit) the intake information if another staff member completed the process if it's necessary to do their job. This customizability, Ashley McCullough, Service Delivery Manager at Casebook explains, "is key to data protection." She adds, "We also understand that each organization's privacy needs may be different." An administrative staff member involved in ensuring organizational licenses and certificates are up to date may be able to access those specific documents but not edit them, or only edit what their supervisor or administrator has deemed necessary. Administrators can also set permissions at different levels across different Casebook modules. A staff member might have supervisor access in, for example, the intake feature, but not in cb track, which covers onboarding, licensing, and inspections. Organizations can also adjust how information is labeled on the system. As an example, McCullough cites an anti-human trafficking organization who decided to forgo using real names in their Casebook casefiles, instead cho Everyone has personal information that can't get into the wrong hands. Whether you're in child welfare, workforce development, foster care, community services or any area helping others, working in the social services sector means the most sensitive parts of their lives are in your hands, or at least your case files. How you protect, store, and organize that data is critical for doing your job, and the right software can not only help you stay organized but keep your clients safe. That's where Casebook comes in. With Casebook, privacy and security features kick in the moment you open the software, with an extremely stringent password validation system, continuing with customizable permission levels that easily allow you to determine which staff members have access to what information, encrypts that data so it doesn't fall into the wrong hands, and updates the software on a frequent basis to stay ahead of any new challenges. Speaking of passwords, you can't use Casebook with a password as hackable as welcome123 or anything else as common. Casebook requires that users create passwords that, as Chief Technology Officer Jordan Jan explains, "are extremely hard to guess." In addition to the current strict password controls, he adds that "we are adding multi-factor authentication," providing an extra level of security to ensure users are who they say they are when they first sign in. Individual Permissions Even when authorized users are logged in, however, that doesn't mean every user has the same level of access to an organization's data. As Jan emphasizes, casebook security is based on an idea called the principle of least privilege, meaning that any user should have only the bare minimum level of access needed to complete their jobs, and any additional permissions and access are added as administrators see fit. Each organization decides for itself who should be the administrator that controls the level of access and roles for all employees using the platform. In Casebook, these roles are configurable, allowing variable permission levels that grant the ability to view, modify, create & delete data based on an organization's needs. In practice, this means an individual social worker might only have the ability to edit their own clients' information once the client has completed an intake. Still, they may only be able to view (and not edit) the intake information if another staff member completed the process if it's necessary to do their job. This customizability, Ashley McCullough, Service Delivery Manager at Casebook explains, "is key to data protection." She adds, "We also understand that each organization's privacy needs may be different." An administrative staff member involved in ensuring organizational licenses and certificates are up to date may be able to access those specific documents but not edit them, or only edit what their supervisor or administrator has deemed necessary. Administrators can also set permissions at different levels across different Casebook modules. A staff member might have supervisor access in, for example, the intake feature, but not in cb track, which covers onboarding, licensing, and inspections. Organizations can also adjust how information is labeled on the system. As an example, McCullough cites an anti-human trafficking organization who decided to forgo using real names in their Casebook casefiles, instead cho Everyone has personal information that can't get into the wrong hands. Whether you're in child welfare, workforce development, foster care, community services or any area helping others, working in the social services sector means the most sensitive parts of their lives are in your hands, or at least your case files. How you protect, store, and organize that data is critical for doing your job, and the right software can not only help you stay organized but keep your clients safe. That's where Casebook comes in. With Casebook, privacy and security features kick in the moment you open the software, with an extremely stringent password validation system, continuing with customizable permission levels that easily allow you to determine which staff members have access to what information, encrypts that data so it doesn't fall into the wrong hands, and updates the software on a frequent basis to stay ahead of any new challenges. Speaking of passwords, you can't use Casebook with a password as hackable as welcome123 or anything else as common. Casebook requires that users create passwords that, as Chief Technology Officer Jordan Jan explains, "are extremely hard to guess." In addition to the current strict password controls, he adds that "we are adding multi-factor authentication," providing an extra level of security to ensure users are who they say they are when they first sign in. Individual Permissions Even when authorized users are logged in, however, that doesn't mean every user has the same level of access to an organization's data. As Jan emphasizes, casebook security is based on an idea called the principle of least privilege, meaning that any user should have only the bare minimum level of access needed to complete their jobs, and any additional permissions and access are added as administrators see fit. Each organization decides for itself who should be the administrator that controls the level of access and roles for all employees using the platform. In Casebook, these roles are configurable, allowing variable permission levels that grant the ability to view, modify, create & delete data based on an organization's needs. In practice, this means an individual social worker might only have the ability to edit their own clients' information once the client has completed an intake. Still, they may only be able to view (and not edit) the intake information if another staff member completed the process if it's necessary to do their job. This customizability, Ashley McCullough, Service Delivery Manager at Casebook explains, "is key to data protection." She adds, "We also understand that each organization's privacy needs may be different." An administrative staff member involved in ensuring organizational licenses and certificates are up to date may be able to access those specific documents but not edit them, or only edit what their supervisor or administrator has deemed necessary. Administrators can also set permissions at different levels across different Casebook modules. A staff member might have supervisor access in, for example, the intake feature, but not in cb track, which covers onboarding, licensing, and inspections. Organizations can also adjust how information is labeled on the system. As an example, McCullough cites an anti-human trafficking organization who decided to forgo using real names in their Casebook casefiles, instead cho Everyone has personal information that can't get into the wrong hands. Whether you're in child welfare, workforce development, foster care, community services or any area helping others, working in the social services sector means the most sensitive parts of their lives are in your hands, or at least your case files. How you protect, store, and organize that data is critical for doing your job, and the right software can not only help you stay organized but keep your clients safe. That's where Casebook comes in. With Casebook, privacy and security features kick in the moment you open the software, with an extremely stringent password validation system, continuing with customizable permission levels that easily allow you to determine which staff members have access to what information, encrypts that data so it doesn't fall into the wrong hands, and updates the software on a frequent basis to stay ahead of any new challenges. Speaking of passwords, you can't use Casebook with a password as hackable as welcome123 or anything else as common. Casebook requires that users create passwords that, as Chief Technology Officer Jordan Jan explains, "are extremely hard to guess." In addition to the current strict password controls, he adds that "we are adding multi-factor authentication," providing an extra level of security to ensure users are who they say they are when they first sign in. Individual Permissions Even when authorized users are logged in, however, that doesn't mean every user has the same level of access to an organization's data. As Jan emphasizes, casebook security is based on an idea called the principle of least privilege, meaning that any user should have only the bare minimum level of access needed to complete their jobs, and any additional permissions and access are added as administrators see fit. Each organization decides for itself who should be the administrator that controls the level of access and roles for all employees using the platform. In Casebook, these roles are configurable, allowing variable permission levels that grant the ability to view, modify, create & delete data based on an organization's needs. In practice, this means an individual social worker might only have the ability to edit their own clients' information once the client has completed an intake. Still, they may only be able to view (and not edit) the intake information if another staff member completed the process if it's necessary to do their job. This customizability, Ashley McCullough, Service Delivery Manager at Casebook explains, "is key to data protection." She adds, "We also understand that each organization's privacy needs may be different." An administrative staff member involved in ensuring organizational licenses and certificates are up to date may be able to access those specific documents but not edit them, or only edit what their supervisor or administrator has deemed necessary. Administrators can also set permissions at different levels across different Casebook modules. A staff member might have supervisor access in, for example, the intake feature, but not in cb track, which covers onboarding, licensing, and inspections. Organizations can also adjust how information is labeled on the system. As an example, McCullough cites an anti-human trafficking organization who decided to forgo using real names in their Casebook casefiles, instead cho Everyone has personal information that can't get into the wrong hands. Whether you're in child welfare, workforce development, foster care, community services or any area helping others, working in the social services sector means the most sensitive parts of their lives are in your hands, or at least your case files. How you protect, store, and organize that data is critical for doing your job, and the right software can not only help you stay organized but keep your clients safe. That's where Casebook comes in. With Casebook, privacy and security features kick in the moment you open the software, with an extremely stringent password validation system, continuing with customizable permission levels that easily allow you to determine which staff members have access to what information, encrypts that data so it doesn't fall into the wrong hands, and updates the software on a frequent basis to stay ahead of any new challenges. Speaking of passwords, you can't use Casebook with a password as hackable as welcome123 or anything else as common. Casebook requires that users create passwords that, as Chief Technology Officer Jordan Jan explains, "are extremely hard to guess." In addition to the current strict password controls, he adds that "we are adding multi-factor authentication," providing an extra level of security to ensure users are who they say they are when they first sign in. Individual Permissions Even when authorized users are logged in, however, that doesn't mean every user has the same level of access to an organization's data. As Jan emphasizes, casebook security is based on an idea called the principle of least privilege, meaning that any user should have only the bare minimum level of access needed to complete their jobs, and any additional permissions and access are added as administrators see fit. Each organization decides for itself who should be the administrator that controls the level of access and roles for all employees using the platform. In Casebook, these roles are configurable, allowing variable permission levels that grant the ability to view, modify, create & delete data based on an organization's needs. In practice, this means an individual social worker might only have the ability to edit their own clients' information once the client has completed an intake. Still, they may only be able to view (and not edit) the intake information if another staff member completed the process if it's necessary to do their job. This customizability, Ashley McCullough, Service Delivery Manager at Casebook explains, "is key to data protection." She adds, "We also understand that each organization's privacy needs may be different." An administrative staff member involved in ensuring organizational licenses and certificates are up to date may be able to access those specific documents but not edit them, or only edit what their supervisor or administrator has deemed necessary. Administrators can also set permissions at different levels across different Casebook modules. A staff member might have supervisor access in, for example, the intake feature, but not in cb track, which covers onboarding, licensing, and inspections. Organizations can also adjust how information is labeled on the system. As an example, McCullough cites an anti-human trafficking organization who decided to forgo using real names in their Casebook casefiles, instead cho Everyone has personal information that can't get into the wrong hands. Whether you're in child welfare, workforce development, foster care, community services or any area helping others, working in the social services sector means the most sensitive parts of their lives are in your hands, or at least your case files. How you protect, store, and organize that data is critical for doing your job, and the right software can not only help you stay organized but keep your clients safe. That's where Casebook comes in. With Casebook, privacy and security features kick in the moment you open the software, with an extremely stringent password validation system, continuing with customizable permission levels that easily allow you to determine which staff members have access to what information, encrypts that data so it doesn't fall into the wrong hands, and updates the software on a frequent basis to stay ahead of any new challenges. Speaking of passwords, you can't use Casebook with a password as hackable as welcome123 or anything else as common. Casebook requires that users create passwords that, as Chief Technology Officer Jordan Jan explains, "are extremely hard to guess." In addition to the current strict password controls, he adds that "we are adding multi-factor authentication," providing an extra level of security to ensure users are who they say they are when they first sign in. Individual Permissions Even when authorized users are logged in, however, that doesn't mean every user has the same level of access to an organization's data. As Jan emphasizes, casebook security is based on an idea called the principle of least privilege, meaning that any user should have only the bare minimum level of access needed to complete their jobs, and any additional permissions and access are added as administrators see fit. Each organization decides for itself who should be the administrator that controls the level of access and roles for all employees using the platform. In Casebook, these roles are configurable, allowing variable permission levels that grant the ability to view, modify, create & delete data based on an organization's needs. In practice, this means an individual social worker might only have the ability to edit their own clients' information once the client has completed an intake. Still, they may only be able to view (and not edit) the intake information if another staff member completed the process if it's necessary to do their job. This customizability, Ashley McCullough, Service Delivery Manager at Casebook explains, "is key to data protection." She adds, "We also understand that each organization's privacy needs may be different." An administrative staff member involved in ensuring organizational licenses and certificates are up to date may be able to access those specific documents but not edit them, or only edit what their supervisor or administrator has deemed necessary. Administrators can also set permissions at different levels across different Casebook modules. A staff member might have supervisor access in, for example, the intake feature, but not in cb track, which covers onboarding, licensing, and inspections. Organizations can also adjust how information is labeled on the system. As an example, McCullough cites an anti-human trafficking organization who decided to forgo using real names in their Casebook casefiles, instead cho Everyone has personal information that can't get into the wrong hands. Whether you're in child welfare, workforce development, foster care, community services or any area helping others, working in the social services sector means the most sensitive parts of their lives are in your hands, or at least your case files. How you protect, store, and organize that data is critical for doing your job, and the right software can not only help you stay organized but keep your clients safe. That's where Casebook comes in. With Casebook, privacy and security features kick in the moment you open the software, with an extremely stringent password validation system, continuing with customizable permission levels that easily allow you to determine which staff members have access to what information, encrypts that data so it doesn't fall into the wrong hands, and updates the software on a frequent basis to stay ahead of any new challenges. Speaking of passwords, you can't use Casebook with a password as hackable as welcome123 or anything else as common. Casebook requires that users create passwords that, as Chief Technology Officer Jordan Jan explains, "are extremely hard to guess." In addition to the current strict password controls, he adds that "we are adding multi-factor authentication," providing an extra level of security to ensure users are who they say they are when they first sign in. Individual Permissions Even when authorized users are logged in, however, that doesn't mean every user has the same level of access to an organization's data. As Jan emphasizes, casebook security is based on an idea called the principle of least privilege, meaning that any user should have only the bare minimum level of access needed to complete their jobs, and any additional permissions and access are added as administrators see fit. Each organization decides for itself who should be the administrator that controls the level of access and roles for all employees using the platform. In Casebook, these roles are configurable, allowing variable permission levels that grant the ability to view, modify, create & delete data based on an organization's needs. In practice, this means an individual social worker might only have the ability to edit their own clients' information once the client has completed an intake. Still, they may only be able to view (and not edit) the intake information if another staff member completed the process if it's necessary to do their job. This customizability, Ashley McCullough, Service Delivery Manager at Casebook explains, "is key to data protection." She adds, "We also understand that each organization's privacy needs may be different." An administrative staff member involved in ensuring organizational licenses and certificates are up to date may be able to access those specific documents but not edit them, or only edit what their supervisor or administrator has deemed necessary. Administrators can also set permissions at different levels across different Casebook modules. A staff member might have supervisor access in, for example, the intake feature, but not in cb track, which covers onboarding, licensing, and inspections. Organizations can also adjust how information is labeled on the system. As an example, McCullough cites an anti-human trafficking organization who decided to forgo using real names in their Casebook casefiles, instead cho Everyone has personal information that can't get into the wrong hands. Whether you're in child welfare, workforce development, foster care, community services or any area helping others, working in the social services sector means the most sensitive parts of their lives are in your hands, or at least your case files. How you protect, store, and organize that data is critical for doing your job, and the right software can not only help you stay organized but keep your clients safe. That's where Casebook comes in. With Casebook, privacy and security features kick in the moment you open the software, with an extremely stringent password validation system, continuing with customizable permission levels that easily allow you to determine which staff members have access to what information, encrypts that data so it doesn't fall into the wrong hands, and updates the software on a frequent basis to stay ahead of any new challenges. Speaking of passwords, you can't use Casebook with a password as hackable as welcome123 or anything else as common. Casebook requires that users create passwords that, as Chief Technology Officer Jordan Jan explains, "are extremely hard to guess." In addition to the current strict password controls, he adds that "we are adding multi-factor authentication," providing an extra level of security to ensure users are who they say they are when they first sign in. Individual Permissions Even when authorized users are logged in, however, that doesn't mean every user has the same level of access to an organization's data. As Jan emphasizes, casebook security is based on an idea called the principle of least privilege, meaning that any user should have only the bare minimum level of access needed to complete their jobs, and any additional permissions and access are added as administrators see fit. Each organization decides for itself who should be the administrator that controls the level of access and roles for all employees using the platform. In Casebook, these roles are configurable, allowing variable permission levels that grant the ability to view, modify, create & delete data based on an organization's needs. In practice, this means an individual social worker might only have the ability to edit their own clients' information once the client has completed an intake. Still, they may only be able to view (and not edit) the intake information if another staff member completed the process if it's necessary to do their job. This customizability, Ashley McCullough, Service Delivery Manager at Casebook explains, "is key to data protection." She adds, "We also understand that each organization's privacy needs may be different." An administrative staff member involved in ensuring organizational licenses and certificates are up to date may be able to access those specific documents but not edit them, or only edit what their supervisor or administrator has deemed necessary. Administrators can also set permissions at different levels across different Casebook modules. A staff member might have supervisor access in, for example, the intake feature, but not in cb track, which covers onboarding, licensing, and inspections. Organizations can also adjust how information is labeled on the system. As an example, McCullough cites an anti-human trafficking organization who decided to forgo using real names in their Casebook casefiles, instead cho