Make your data useful. Keep your team in control.

Step 2 · Apply it

Choose the workflow you manage

Each course applies the Foundations method to one kind of work, with five lessons and a fictional example.

• Membership & networksAnswer the member questions your systems leave openConnect member records, review comments and build useful network reports.5 lessons →
• Case managementBuild a clearer picture of participant progressA participant evidence plan your team can use across visits, locations and reporting periods.5 lessons →
• Training & programsUnderstand what changes after trainingA training evidence plan that distinguishes participation, learning and application.5 lessons →
• Applications, awards & grantsDesign an application review your team can explainAn application-to-award evidence plan with a rubric, review process and continuing record.5 lessons →
• Investment & grant portfoliosTurn diverse portfolio returns into a clear, defensible viewA portfolio reporting plan with shared definitions, source records and review responsibilities.5 lessons →
• Partners & suppliersFollow partner evidence from source to actionA partner evidence plan covering collection, handoffs, exceptions and accountable follow-up.5 lessons →
• Customer experienceTurn customer feedback into informed follow-upA customer feedback plan that connects collection, analysis and service follow-up.5 lessons →
• Employee experienceBuild an employee listening process people can trustAn employee listening plan with clear confidentiality boundaries, analysis and action ownership.5 lessons →

Library

Find a specific guide

107 short guides for specific questions, grouped by the task you are working on.