Workforce Training Intelligence
Your team collects an intake form, runs a pre-survey, then loses track of learners until graduation — or dropout. Sopact Sense creates a persistent Learner ID at enrollment and connects intake, training signals, and employment follow-ups into one record your coordinators can act on.
Your current learner dashboard
#
Learner
Week 4
Week 8
Status
041
Maria Gonzalez
↑ 78%
↑ 84%
On track
042
Darnell Washington
— 61%
↓ 52%
Flagged
043
Priya Sharma
↓ 44%
—
At risk
127
learners across 4 cohorts. 23 have no check-in since enrollment.
Next funder report due
12 days
Your current learner dashboard
#
LEARNER
WEEK 4
WEEK 8
STATUS
041
Maria Gonzalez
↑ 78%
↑ 84%
On track
042
Darnell Washington
— 61%
↓ 52%
Flagged
043
Priya Sharma
↓ 44%
—
At risk
044
James Chen
↑ 82%
↑ 89%
On track
045
Aisha Mohammed
—
—
New
127
learners across 4 cohorts. 23 have no check-in since enrollment.
Next funder report due
12 days
Your current learner dashboard
#
Learner
Week 4
Week 8
Status
041
Maria Gonzalez
↑ 78%
↑ 84%
On track
042
Darnell Washington
— 61%
↓ 52%
Flagged
043
Priya Sharma
↓ 44%
—
At risk
044
James Chen
↑ 82%
↑ 89%
On track
045
Aisha Mohammed
—
—
New
045
Aisha Mohammed
—
—
New
127
learners across 4 cohorts. 23 have no check-in since enrollment.
Next funder report due
12 days
60%
Less time spent on manual reporting and data assembly
L1–L4
Full Kirkpatrick coverage — reaction through results
0
Learners lost between enrollment and 180-day follow-up
∞
Context carried forward — enrollment through employment
What training evaluation actually looks like
Most programs collect an intake form and a pre-survey — then lose track of learners until something goes wrong or graduation arrives. Sopact doesn’t improve the spreadsheet — it eliminates the gap between enrollment and outcomes.
Without Sopact — Your Cohort Cycle
Enrollment
Intake forms collected. Pre-survey sent. Data goes into three separate spreadsheets.
Coordinator has the application. The pre-assessment is in Google Forms. Mentor notes are in a shared doc nobody checks.
Weeks 2–6
Training progresses. Nobody tracks confidence or engagement between surveys.
Priya stopped attending office hours in week 3. Nobody flagged it. Her mentor mentioned it in a note that isn’t connected to her record.
Week 8
End-of-course satisfaction survey. Three learners already dropped out.
The survey measures reactions. Not whether anyone changed behavior, got placed, or kept the job. Kirkpatrick Level 1 only.
Month 6
Funder asks for placement rates. Scramble to track down who’s employed.
You call 40 graduates. 12 don’t answer. 8 changed numbers. You report what you can and note “data collection challenges.”
6 months of lost signals. Most learner data is disconnected or missing.
With Sopact — Same Cohort
Enrollment
Persistent Learner ID created. Intake, pre-assessment, and barriers baselined in one record.
Application, interview notes, and pre-training confidence all connected to the same learner profile. Coordinator sees the full picture from day one.
Weeks 2–6
Mid-program pulse checks auto-deployed. Confidence dips flagged in real time.
Priya’s confidence dropped 34% between week 2 and week 4. Coordinator gets an alert linked to her full baseline. Intervention happens before dropout.
Week 8
Full L1–L3 evidence captured. Behavior change documented, not just satisfaction.
Mentor observations, employer feedback, and skill assessments all linked to the learner’s original baseline. You can show change, not just opinions.
Month 6
30/90/180-day follow-ups automated. Placement data connected to enrollment record.
Every funder metric — placement rates, retention, skill gains — generated from one data flow. No scramble. No missing numbers.
1 record — Enrollment through employment — continuous, connected, funder-ready.
😰
Without Sopact — Your Cohort Cycle
📬
Enrollment
Intake forms collected. Pre-survey sent. Data goes into three separate spreadsheets.
Coordinator has the application. The pre-assessment is in Google Forms. Mentor notes are in a shared doc nobody checks.
📖
Weeks 2–6
Training progresses. Nobody tracks confidence or engagement between surveys.
Priya stopped attending office hours in week 3. Nobody flagged it. Her mentor mentioned it in a note that isn’t connected to her record.
😓
Week 8
End-of-course satisfaction survey. Three learners already dropped out.
The survey measures reactions. Not whether anyone changed behavior, got placed, or kept the job. Kirkpatrick Level 1 only.
📊
Month 6
Funder asks for placement rates. Scramble to track down who’s employed.
You call 40 graduates. 12 don’t answer. 8 changed numbers. You report what you can and note “data collection challenges.”
6 mo
of lost signals. Most learner data is disconnected or missing.
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
Month 6
Funder asks for placement rates. Scramble to track down who’s employed.
You call 40 graduates. 12 don’t answer. 8 changed numbers. You report what you can and note “data collection challenges.”
6 mo
of lost signals. Most learner data is disconnected or missing.
✓
With Sopact — Same Cohort
🆔
Enrollment
Persistent Learner ID created. Intake, pre-assessment, and barriers baselined in one record.
Application, interview notes, and pre-training confidence all connected to the same learner profile. Coordinator sees the full picture from day one.
📡
Weeks 2–6
Mid-program pulse checks auto-deployed. Confidence dips flagged in real time.
Priya’s confidence dropped 34% between week 2 and week 4. Coordinator gets an alert linked to her full baseline. Intervention happens before dropout.
🎯
Week 8
Full L1–L3 evidence captured. Behavior change documented, not just satisfaction.
Mentor observations, employer feedback, and skill assessments all linked to the learner's original baseline. You can show change, not just opinions.
📋
Month 6
30/90/180-day follow-ups automated. Placement data connected to enrollment record.
No separate tracking system. No manual data entry. Every follow-up links back to the same learner ID — so you can report outcomes without hunting through spreadsheets.
1 record
Enrollment through employment — continuous, connected, funder-ready.
1 record
Enrollment through employment — continuous, connected, funder-ready.
How Sopact works
Most tools cover Phase 1 and stop. Sopact carries every learner’s context forward through Phase 3 — so your interventions are informed, your follow-ups are automatic, and your funder report writes itself.
01
Enrollment
Phase 01 — Enrollment Intelligence
Every learner baselined on day one. Not discovered at graduation.
Sopact reads every intake form, interview note, and pre-assessment — creating a persistent Learner ID that carries forward through every check-in, alert, and funder report downstream.
📄 Intake forms
💬 Interview notes
📊 Pre-assessments
🆔 Persistent Learner ID
📐 Baseline scoring
100%
Learners baselined — intake, barriers, confidence, all connected
1
Record per learner — not three spreadsheets and a shared doc
↓ Baseline context carries forward — confidence, barriers, intake signals
02
Training
Phase 02 — Learning Journey Intelligence
Every learner tracked continuously. Not surveyed at graduation.
After enrollment, Sopact carries every learner’s context forward — their baseline confidence, their stated barriers, their mentor signals. When Priya’s confidence drops in week four, Sopact already knows her baseline and her trend.
📡 Pulse check-ins
🧑🏫 Mentor observations
⚠️ At-risk alerts
📈 Kirkpatrick L1–L3
🏢 Employer feedback
Week 4
First intervention signal — not discovered at week 8 survey
0
Surprise dropouts — every risk signal is linked to baseline context
↓ Training outcomes become the employment follow-up template
03
Outcomes
Phase 03 — Employment & Outcomes Intelligence
Show funders what the program actually produced. Automatically.
Every check-in, employer feedback, and 30/90/180-day follow-up feeds one unified view — who you trained, how they progressed, where they landed, and whether it lasted.
📊 Employment tracking
📬 30/90/180-day follow-ups
📈 Kirkpatrick L4
📋 Funder-ready reports
🔄 Cross-cohort patterns
6 rpts
Program intelligence outputs per cohort, generated automatically
0 hrs
Manual effort to produce the funder impact report
Automated program intelligence
Learner Progress Report
Aggregate skill gains and confidence deltas across all active learners and cohorts — who's improving, who's plateauing, and where coordinators should focus next.
End of each cohort cycle
At-Risk Alert
Who is trending down, what the signal is, and which coordinator owns the follow-up — flagged the week it happens, not discovered at graduation.
Continuously, as signals arrive
Follow-Up Completion Tracker
Who has checked in at 30/60/90/180 days, what's missing, and who needs outreach — before a deadline becomes a gap in your data.
Per cohort, per milestone
Promise vs. Placement
Actual employment outcomes compared against what learners projected at enrollment and training completion. AI synthesizes narratives and follow-up data into thematic patterns across cohorts.
At every follow-up milestone
Equity Audit
Identify where outcomes diverge by demographic, geography, or funding source — with evidence you can act on before the next cohort cycle begins.
Before next cycle planning
Funder Impact Summary
A board-ready narrative of program performance — placement rates, retention, skill gains, and next-cycle recommendations — generated overnight, not assembled over three weeks.
Funder report — ready to send
Sopact doesn't just collect data — it applies decades of evaluation science. The Kirkpatrick Framework isn't a checkbox; it's the operating system behind every data point, report, and alert.
Most training programs measure at Level 1 — the satisfaction survey at course end. Sopact operationalizes all four Kirkpatrick levels across the learner lifecycle, making behavior change and employment results measurable — not just aspirational.
This is domain knowledge built into the product — not a generic data platform your team has to configure from scratch.
Level 01
Reaction
"Did learners find the training valuable?"
Level 02
Learning
"Did skills and confidence actually increase?"
Level 03
Behavior
"Are learners applying skills on the job?"
Level 04
Results
"Did employment and retention outcomes improve?"
Most tools stop at Level 1. Sopact Sense operationalizes all four levels across enrollment, training, placement, and 180-day follow-up.
Framework: Kirkpatrick Model (1959–2016) · Applied to workforce context
Stage 01 — Enrollment
Kirkpatrick L1 baseline · Pre-assessment scoring
Persistent Learner ID
Single ID from intake form through 180-day follow-up. No re-introduction across systems.
Standardized Intake Scoring
Every coordinator applies the same rubric. Comparable baselines across cohorts.
Pre-Assessment Calibration
Starting skills and confidence captured — so L2 gains are measurable at completion.
Enrollment Signal Capture
Which intake characteristics predict 90-day job retention? Built from prior cohort data.
Stage 02 — Training
Kirkpatrick L2 + L3 · Behavior change evidence
Confidence Pulse Tracking
Week-by-week skill confidence changes surface at-risk learners before dropout.
Mentor Observation Capture
Behavior change evidence (L3) recorded and linked to learner record in real time.
Engagement Drop Alerts
Attendance gaps and survey non-response trigger coordinator alerts — not post-dropout reviews.
Employer Feedback Integration
Structured feedback from employer partners, coded and added to learner record automatically.
Stage 03 — Completion
Kirkpatrick L1 + L2 final · Funder summaries
End-of-Program Assessment
Pre-to-post skill gains calculated automatically. L2 evidence with source citation.
Satisfaction Survey (L1)
Reaction data collected and synthesized — AI-coded themes across cohort, not just averages.
Cohort Summary Reports
Completion rates, skill gains, and demographic breakdowns generated the day training ends.
Missing Data Alert
Exactly who hasn't responded — not discovered when the funder report is due.
Stage 04 — Employment
Kirkpatrick L4 · WIOA · 180-day retention
30/90/180-Day Follow-Ups
Automated outreach with context. Sopact knows their training record — not cold surveys.
Placement Rate Tracking
Employment data linked to the same learner record from Day 1. L4 evidence, not estimates.
Equity Audit
Outcome gaps by demographic, cohort, or geography — surfaced before next cycle planning.
Predictive Enrollment Intelligence
What intake signals predicted 90-day retention? Selection criteria improve every cycle.
Frameworks & Standards
Stage 01 — Enrollment
Intake & Baseline Calibration
Kirkpatrick L1 baseline · Pre-assessment scoring
Persistent Learner ID
Single ID from intake form through 180-day follow-up. No re-introduction across systems.
Standardized Intake Scoring
Every coordinator applies the same rubric. Comparable baselines across cohorts.
Pre-Assessment Calibration
Starting skills and confidence captured — so L2 gains are measurable at completion.
Enrollment Signal Capture
Which intake characteristics predict 90-day job retention? Built from prior cohort data.
Stage 02 — Training
Mid-Program Signals
Kirkpatrick L2 + L3 · Behavior change evidence
Confidence Pulse Tracking
Week-by-week skill confidence changes surface at-risk learners before dropout.
Mentor Observation Capture
Behavior change evidence (L3) recorded and linked to learner record in real time.
Engagement Drop Alerts
Attendance gaps and survey non-response trigger coordinator alerts — not post-dropout reviews.
Employer Feedback Integration
Structured feedback from employer partners, coded and added to learner record automatically.
Stage 03 — Completion
Outcomes at Graduation
Kirkpatrick L1 + L2 final · Funder summaries
End-of-Program Assessment
Pre-to-post skill gains calculated automatically. L2 evidence with source citation.
Satisfaction Survey (L1)
Reaction data collected and synthesized — AI-coded themes across cohort, not just averages.
Cohort Summary Reports
Completion rates, skill gains, and demographic breakdowns generated the day training ends.
Missing Data Alert
Exactly who hasn’t responded — not discovered when the funder report is due.
Stage 04 — Employment
Results + Longitudinal Evidence
Kirkpatrick L4 · WIOA · 180-day retention
30/90/180-Day Follow-Ups
Automated outreach with context. Sopact knows their training record — not cold surveys.
Placement Rate Tracking
Employment data linked to the same learner record from Day 1. L4 evidence, not estimates.
Equity Audit
Outcome gaps by demographic, cohort, or geography — surfaced before next cycle planning.
Predictive Enrollment Intelligence
What intake signals predicted 90-day retention? Selection criteria improve every cycle.
Frameworks & Standards
Kirkpatrick L1–L4
Lean Data
WIOA Reporting
OECD Learning Outcomes
IRIS+ Workforce Metrics
Equity Audit Standards
Theory of Change
Stakeholder Voice
What makes Sopact different
Your LMS tracks completions. Your survey tool measures satisfaction. Neither one knows whether the learner got a job six months later — or whether they kept it. Sopact closes that loop.
Course Completion → What happens next is where program value is won or lost
✓
Enrollment data collected
Intake forms, demographics, pre-surveys. Handled well enough.
✓
Training delivered and tracked
Attendance, module completion, maybe a quiz score. Their strength.
🎓
Course completed. Satisfaction survey sent.
The certificate goes out. The platform's job is done. Kirkpatrick Level 1 only.
?
90-day employment check-in
New survey, new spreadsheet, no connection to what was captured at enrollment. Context starts from zero.
?
180-day retention data
Nobody knows what happened. The learner was in the CRM as "completed." That's the entire record.
?
Funder asks what the program produced
The answer is a count of completions and a satisfaction score. Employment evidence doesn't exist.
✓
Learners baselined with persistent ID
Every intake form, pre-assessment, and interview note connected to one record.
✓
Training journey — tracked continuously, not surveyed once
Pulse checks, mentor signals, and at-risk alerts linked to enrollment baseline.
🎓
Completion — with full Kirkpatrick L1–L3 evidence
Not just satisfaction. Behavior change, skill gains, and employer feedback all documented.
💼
30-day placement — connected to training record
Employment data linked to the same learner who enrolled 12 weeks ago. No re-introduction.
📈
90/180-day retention tracked longitudinally
Progress vs. promise. Patterns across cohorts visible for the first time.
📊
Funder report generated automatically
Placement rates, retention, equity audit, next-cycle recommendations — ready the morning the cycle closes.
Every learner has a persistent unique ID — connecting their intake form through training, placement, and 180-day retention data. Workforce evaluation doesn't end at course completion. Sopact makes the whole journey visible.
Why Sopact
01 — Enrollment Calibration
Sopact applies your assessment criteria identically to every learner. No coordinator applies the rubric differently. Every baseline is consistent, comparable, and auditable — so your cohort data means something from day one.
Traditional tools
Each coordinator enters intake data differently. Pre-assessments live in a separate system. There's no consistent baseline to compare against when outcomes arrive.
02 — Kirkpatrick L3 in Practice
Sopact captures mentor observations, employer feedback, and mid-program confidence tracking through continuous pulse checks — giving you real L3 evidence that behavior actually changed, not just that learners were satisfied.
Traditional tools
End-of-course satisfaction survey. Kirkpatrick Level 1 only. No behavior change evidence. No employer input until someone asks months later.
03 — Follow-Up Automation
Sopact knows every learner's original baseline, their training trajectory, and the right re-engagement message — triggering automated follow-ups with context, not cold outreach. Missing data alerts fire before deadlines, not after.
Traditional tools
Someone exports a CSV, cross-references against another CSV, and manually calls 40 graduates. 12 don't answer. The funder report says "data collection challenges."
04 — Predictive Enrollment
Sopact connects employment outcomes back to intake characteristics — which enrollment signals predict 90-day retention? Your selection criteria get better every cycle because you can actually see what worked.
Traditional tools
Selection criteria are revised based on coordinator intuition. There's no data connecting "who we enrolled" to "who got and kept a job."
Integration Layer · Your Stack Stays Intact
Your programs already run in an LMS, case management system, or HRIS. Sopact reads learner data from your existing systems via read-only connections — so every Kirkpatrick analysis is grounded in actual program records. No rip and replace. No new data entry for coordinators.
LMS
Learning Management Systems
Pulls completion records, assessment scores, and engagement data — not just pass/fail. Kirkpatrick L2 evidence grounded in actual LMS activity.
CMS
Case Management & Workforce Systems
The same learner who enrolled in your case management system is tracked through training and 180-day employment. Persistent Learner ID bridges the gap.
HRIS
HR & Employment Systems
Employment confirmation, wage data, and 180-day retention pulled from employer HRIS — giving you Kirkpatrick L4 evidence without a phone call campaign.
VOI
Survey & Stakeholder Voice
Pulse surveys, mentor observations, and employer feedback — AI-coded, linked to learner records. Lean Data methodology, operationalized at every stage.
CRM
Funder CRM & Reporting
Funder grant requirements pulled from your CRM — so Sopact generates reports in the format each funder expects. No reformatting. No manual narrative writing.
HRIS
HR & Employment Systems
Employment confirmation, wage data, and 180-day retention pulled from employer HRIS — giving you Kirkpatrick L4 evidence without a phone call campaign.
VOI
Survey & Stakeholder Voice
Pulse surveys, mentor observations, and employer feedback — AI-coded, linked to learner records. Lean Data methodology, operationalized at every stage.
CRM
Funder CRM & Reporting
Funder grant requirements pulled from your CRM — so Sopact generates reports in the format each funder expects. No reformatting. No manual narrative writing.
Your systems stay untouched · Sopact reads them, never writes to them · Your coordinators stop being the integration layer
What this means in practice
Workforce development programs lose weeks per cohort moving learner data between systems — LMS exports, case management spreadsheets, survey downloads, follow-up call logs. Sopact eliminates that assembly work. Your LMS provides completion records. Your case management system holds the learner record. Sopact adds impact intelligence and generates funder-ready reports overnight. No new software for coordinators. No new data entry. No rip and replace.
LMS
Learning Management Systems
Canvas LMS
API
Moodle
API
Blackboard
API
TalentLMS
Zapier
Cornerstone OnDemand
API
Pulls completion records, assessment scores, and engagement data — not just pass/fail. Kirkpatrick L2 evidence grounded in actual LMS activity.
CMS
Case Management & Workforce Systems
Apricot (Bonterra)
API
Efforts to Outcomes
API
LINK2Feed
Webhook
Salesforce Nonprofit
API + MCP
ServiceNow
API
The same learner who enrolled in your case management system is tracked through training and 180-day employment. Persistent Learner ID bridges the gap.
HRIS
HR & Employment Systems
Workday
API
BambooHR
API
ADP
API
Gusto
Zapier
Rippling
API
Employment confirmation, wage data, and 180-day retention pulled from employer HRIS — giving you Kirkpatrick L4 evidence without a phone call campaign.
VOI
Survey & Stakeholder Voice
SurveyMonkey
API
Typeform
API
Kobo Toolbox
API
Google Forms
Zapier
Sopact Survey (native)
Native
Pulse surveys, mentor observations, and employer feedback — AI-coded, linked to learner records. Lean Data methodology, operationalized at every stage.
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
SurveyMonkey
API
Typeform
API
Kobo Toolbox
API
Google Forms
Zapier
Sopact Survey (native)
Native
Pulse surveys, mentor observations, and employer feedback — AI-coded, linked to learner records. Lean Data methodology, operationalized at every stage.
CRM
Funder CRM & Reporting
HubSpot
MCP
Salesforce
API
Fluxx
API
Submittable
Webhook
Blackbaud
API
Funder grant requirements pulled from your CRM — so Sopact generates reports in the format each funder expects. No reformatting. No manual narrative writing.
HubSpot
MCP
HubSpot
MCP
Salesforce
API
HubSpot
MCP
Salesforce
API
Fluxx
API
Submittable
Webhook
Blackbaud
API
Funder grant requirements pulled from your CRM — so Sopact generates reports in the format each funder expects. No reformatting. No manual narrative writing.
🚀
HubSpot
MCP
Salesforce
API
Fluxx
API
Submittable
Webhook
Blackbaud
API
Funder grant requirements pulled from your CRM — so Sopact generates reports in the format each funder expects. No reformatting. No manual narrative writing.
Your systems stay untouched · Sopact reads them, never writes to them · Your coordinators stop being the integration layer
What this means in practice
A workforce development nonprofit using Moodle + BambooHR + HubSpot CRM can connect all three in under 30 minutes. From that point, every learner who enrolls is automatically tracked through completion, employment verification, and 180-day retention — with funder-ready Kirkpatrick reports generated on demand. No CSV exports. No data entry. No "integration specialist" on staff.
“
We used to lose track of learners between graduation and the 90-day follow-up. Now every coordinator sees the full journey — who's struggling, who needs outreach, who landed a job — without opening a second spreadsheet. Our funder report went from a three-week scramble to a same-day export.
Workforce Development Team
Regional Training Program
60%
Less reporting time. Was 3 weeks of data assembly.
L1–L4
Full Kirkpatrick coverage. Not just satisfaction surveys.
0
Learners lost between enrollment and follow-up. Every record connected.
Share your intake form and your last cohort's data. Sopact reads every learner record, connects it to the training and follow-up data, and shows you what funder-ready evidence looks like — in a single live session, no setup needed.
30-minute live session · Your intake data, your cohort · Immediate results
Example report