View Categories

Program Management

41 min read

Table of Contents

Untitled – 09-03-2026 #

1. Click "Program Manage Programs & Services"

Click "Program Manage Programs & Services"

2. Click "Programs Manage programs"

Click "Programs Manage programs"

3. Click "Program Name"

Click "Program Name"

4. Click "Program Status" and select the status

Click "Program Status" and select the status

5. Click "Description" to describe your program

Click "Description" to describe your program

6. Click "Show date picker" to select a "Start Day" & and "End Date"

Click "Show date picker" to select a "Start Day" & and "End Date"

7. Select the "Location" for the program

Select the "Location" for the program

8. Click "Program Goals" to set specific goals for the program

Click "Program Goals" to set specific goals for the program

9. Click "Program Coordinators"

Click "Program Coordinators"

10. Click "Coordinator 1" to assign a coordinator

Click "Coordinator 1" to assign a coordinator

11. If needed, you can add more Coordinators by clicking on "Add Coordinator"

If needed, you can add more Coordinators by clicking on "Add Coordinator"

12. Select a "Coordinator 2"

Select a "Coordinator 2"

13. Click "Program Facilitators"

Click "Program Facilitators"

14. Select the "Facilitator 1"

Select the "Facilitator 1"

15. If needed, you can add a more Facilitators by clicking on "Add Facilitator"

If needed, you can add a more Facilitators by clicking on "Add Facilitator"

16. Select the "Facilitator 2"

Select the "Facilitator 2"

17. Fill out your "Key Activities" for this specific program

Fill out your "Key Activities" for this specific program

18. Click "Next" to move to the next section

Click "Next" to move to the next section

19. Set a "Program Budget"

Set a "Program Budget"

20. Set the "Program Capacity"

Set the "Program Capacity"

21. Select your "Primary Assessment Method"

Select your "Primary Assessment Method"

22. Opt- in or out for "Session attendance tracking (tracked in Sessions menu)"

Opt- in or out for "Session attendance tracking (tracked in Sessions menu)"

23. Opt- in or out for "Session participation tracking (tracked in Sessions menu)"

Opt- in or out for "Session participation tracking (tracked in Sessions menu)"

24. Opt- in or out for "Individual goal achievements (set & complete goals individually in Client Management menu)"

Opt- in or out for "Individual goal achievements (set & complete goals individually in Client Management menu)"

25. Opt- in or out for "Skills development tracking (manual)"

Opt- in or out for "Skills development tracking (manual)"

26. Opt- in or out for "Case studies"

Opt- in or out for "Case studies"

27. Opt- in or out for "Client testimonials"

Opt- in or out for "Client testimonials"

28. Opt- in or out for "Client spotlight"

Opt- in or out for "Client spotlight"

29. Opt- in or out for "Before and after stories"

Opt- in or out for "Before and after stories"

30. Opt- in or out for "Photo documentation"

Opt- in or out for "Photo documentation"

31. Opt- in or out for "Video testimonials"

Opt- in or out for "Video testimonials"

32. Click "Pre-Program Survey" and select the survey for this stage

Click "Pre-Program Survey" and select the survey for this stage

33. Click "Post-Program Survey" and select the survey for this stage

Click "Post-Program Survey" and select the survey for this stage

34. Click "Client Satisfaction Survey" and select the survey for this stage

Click "Client Satisfaction Survey" and select the survey for this stage

35. Click "Follow-up Survey" and select the survey for this stage

Click "Follow-up Survey" and select the survey for this stage

36. Click "Next" to move into the next section

Click "Next" to move into the next section

37. Set the "Target Program Completion Rate (%)"

Set the "Target Program Completion Rate (%)"

38. Set the "Target Client Goal Achievement Rate (%)"

Set the "Target Client Goal Achievement Rate (%)"

39. Set the "Target Program Attendance Rate (%)"

Set the "Target Program Attendance Rate (%)"

40. Set the "Target Pre & Post Survey Improvement (%)"

Set the "Target Pre & Post Survey Improvement (%)"

41. Set the "Target Client Satisfaction Survey (# out of 5)"

Set the "Target Client Satisfaction Survey (# out of 5)"

42. Set a "Target Program Participation Rate (# out of 5)"

Set a "Target Program Participation Rate (# out of 5)"

43. Set a "Minimum Contact Hours per Client"

Set a "Minimum Contact Hours per Client"

44. Set a "Minimum Total Contact Hours per Program"

Set a "Minimum Total Contact Hours per Program"

45. Set a "Target Total Service Hours"

Set a "Target Total Service Hours"

46. Set a "Target Program Capacity Utilization (%)"

Set a "Target Program Capacity Utilization (%)"

47. Set a "Target Number of Clients/Individuals Served"

Set a "Target Number of Clients/Individuals Served"

48. Set a "Target Number of Households Served"

Set a "Target Number of Households Served"

49. Set a "Target New Client Enrollment"

Set a "Target New Client Enrollment"

50. Set a "Target Service Encounters/Contacts"

Set a "Target Service Encounters/Contacts"

51. Click "Create Program"

Click "Create Program"