Linking Workforce Development to Organizational Goals with ShareVision

1. What ShareVision Brings to Workforce Development

ShareVision serves as a unified case management and workforce platform, helping nonprofits align staffing pipelines with your organizational strategy.

• Applicant intake & profiling: Capture demographic info, skill levels, goals, and training history.
  
  
• Training modules & scheduling: Schedule sessions with calendars, notify participants, track attendance and results.
  
  
• Employer engagement tracking: Log outreach activities, job opportunities, and hire outcomes.
  
  

2. Connecting Use Cases to Goals

ShareVision turns broad workforce ambitions into measurable progress.

Example Scenario: Community Employment Program

Objective: Place 50 job-ready individuals in local businesses by year-end, with 75% retention at six months.

How ShareVision supports it:

1. Define & capture eligibility
   – Use Custom Intake Forms for skills, barriers, and goals.
   – Assign training plans based on intake data.
   
   
2. Manage training progress
   – Track skill-building, attendance, and certifications via calendar-linked sessions and forms.
   
   
3. Coordinate job placement
   – Centralized employer profiles, job descriptions, placement dates.
   – Match candidates using built-in filters.
   
   
4. Report on benchmarks
   – Custom dashboards for readiness %, placements, retention.
   – Identify delays and training gaps.
   
   
5. Tie back to organizational impact
   – Dashboards align team actions with KPIs.
   – Present clear ROI to funders.
   
   

3. Core Features for Workforce Alignment

3.1 Custom Intake & Editable Forms

Build program-specific intake forms featuring skills, training gaps, and certification goals.

3.2 Scheduling & Task Automation

Drag‑and‑drop calendars link staff, participants, and locations.
Automated reminders reduce missed sessions.

3.3 Coaching, Oversight & Staff Tracking

Maintain staff profiles, log coaching notes, track qualifications.

3.4 Employer Relationship Management

Track engagement history: outreach, interviews, job offers.
Rate employer fit and retention outcomes.

3.5 Outcomes Monitoring & Reporting

Dashboards and custom reports track:

• Participants per phase (training, placement, retention)
  
  
• KPI metrics like placement rates and skill completion
  
  

3.6 Security & Scalability

Data is encrypted. Role-level access controls. Daily backups. System scales as programs grow.

4. Step‑by‑Step Workflow Setup

1. Define your workforce goals
   – E.g., “Place 50 candidates. ≥ 75% retention at six months.”
   
   
2. Set up intake forms
   – Include training steps and target dates.
   
   
3. Build participant profiles
   – Input training modules, milestones, needed support.
   
   
4. Schedule training & coaching
   – Use calendars with auto reminders.
   
   
5. Track employer interactions
   – Log meetings, outcomes, and field ratings.
   
   
6. Run reports
   – Weekly: skill completion %
   – Monthly: placement numbers
   – Quarterly: retention rates
   
   
7. Repeat and refine
   – Adjust training, employer targeting, support services.
   
   

5. Real‑World Impact Example

A mid‑size nonprofit focused on employment for people with disabilities:

• Intake Form Fields: Skill set, Barriers, Start date, Certification goals.
  
  
• Tracked training: resume-writing, mock interviews, on‑the‑job coaching.
  
  
• Results: 30 placements in six months; 80% six‑month retention.
  
  

Outcomes:

• Training delays dropped to 5% (from 20%)
  
  
• Placements exceeded target by 25%
  
  
• Funders received automated, data-rich retention reports
  
  

6. Maximizing Value with Training & Support

ShareVision offers embedded training modules, live webinars, expert consultations, and self-guided tutorials:

• Admins configure workflows and automation.
  
  
• Staff engage via calendar, alerts, mobile.
  
  
• Analytics and expert guidance help optimize performance.
  
  

7. Tips to Link Case Management to Goals

• Use customizable fields to capture outcome metrics
  
  
• Align service tracking to strategic KPIs
  
  
• Automate reminders to reduce missed deadlines
  
  
• Review reports monthly and pivot tactics
  
  
• Include staff in setup for smoother adoption
  
  

8. Summary Table

9. Final Thoughts

ShareVision helps you:

• Streamline intake, training, placement, and retention
  
  
• Link case actions to clear organizational goals
  
  
• Demonstrate impact to funders and leaders
  
  
• Let your team focus on mission, not admin
  
  

Start with a live demo to see how ShareVision connects your workforce development efforts to your organizational goals.