Salesforce Participant Goal Tracking and Program Outcome Measurement

Peacemakers’ Alliance provides peace education, social-emotional learning (SEL), literacy, and conflict resolution programs for incarcerated and formerly incarcerated adults. We use Salesforce to manage program and participant information and would like to strengthen our ability to track individual progress and measure program outcomes.

We currently collect participant intake information, self-selected learning goals, and pre- and post-program assessments. However, we need assistance configuring Salesforce to systematically record this information, track progress over time, and generate meaningful individual and aggregate reports.

Participants identify their own goals at the beginning of a program and assess their progress upon completion. We want to preserve this participant-centered approach while making it possible to analyze goal attainment and changes in assessment responses across participants, cohorts, programs, and correctional institutions.

Our small team has developed the underlying forms and evaluation processes but lacks the specialized Salesforce expertise and capacity to build an integrated, efficient reporting system. We are seeking a volunteer who can evaluate our current configuration, identify appropriate Salesforce functionality, and help implement a practical, sustainable solution.

Because our programs operate in correctional settings, the system must accommodate paper-based data collection, protect participant confidentiality, and minimize administrative burden.

By the end of this project, we hope to have a functional Salesforce-based system for tracking participant goals, recording pre- and post-program assessments, and reporting individual and aggregate program outcomes.

Specific deliverables include:

1. **Salesforce configuration assessment:** Review our existing Salesforce environment and recommend the most appropriate tools for participant goal tracking, case plans, assessments, and reporting, prioritizing existing functionality and low-cost solutions.

2. **Individual goal tracking:** Configure a process for recording participant-selected goals, documenting progress or goal attainment, and linking goals to individual program enrollments.

3. **Pre/post assessment tracking:** Develop a practical workflow for entering and comparing responses to existing participant assessments, including information collected on paper forms.

4. **Outcome reporting:** Create reports or dashboards that summarize participant goal attainment, changes in pre/post assessment results, and outcomes across cohorts, programs, and institutions.

5. **Documentation and training:** Provide clear instructions and a staff training session so our team can independently enter data, update records, and generate reports.

We envision piloting the system with one existing program, using sample data, and developing a structure that can be adapted to additional programs.

Success would mean having a working, user-friendly process that allows PA to document individual progress, evaluate program effectiveness, and communicate outcomes to funders and other stakeholders without duplicative data entry.

Organization Mission

Peacemakers’ Alliance exists to increase the human agency, literacy, and nonviolent conflict resolution skills of incarcerated and formerly incarcerated persons. Our experiential learning opportunities are designed to instill hope and healing in the lives of those we serve. United for peace and justice for all, we seek to build community, inspire growth, and empower others to step into life during and after incarceration as agents for peaceful change.