Preparing for Success: The Crucial Role of CQI in Client Data Management System Implementation (Non-CE)

Overview

In this workshop, participants will gain a deep understanding of how to effectively prepare for the implementation of a client data management system or a new program component within an existing system. Tailored for CQI/Data staff and organizational leaders, the session will highlight the pivotal role that Continuous Quality Improvement (CQI) staff play in ensuring data accuracy, optimizing workflows, and aligning system functionality with organizational goals. Attendees will learn key preparatory steps, including how to assess data readiness and build a comprehensive implementation plan that integrates CQI strategies. By the end of the workshop, participants will leave equipped with actionable insights to anticipate the implementation process, ask the right questions, and drive system success. Whether you're in the early planning stages or preparing for rollout, this session will help you avoid common pitfalls and set your organization up for long-term data quality and operational efficiency.

Objectives

1. Identify key preparatory steps necessary before beginning the implementation of a client data management system.
   
2. Understand the role of CQI staff in ensuring data accuracy and improving workflows during system implementation.
   
3. Be prepared to develop a comprehensive implementation plan that integrates CQI strategies to ensure ongoing system improvement and data quality.
4. Understand the key components of a data management system implementation to anticipate the process and learn what questions to ask so that you can understand all aspects that will be addressed during the implementation.

Registration and CE Information

• Register here for the Non-CE version.
• Please see the CE version if you do need CEs
• The live webinar will be held December 13, 2024, from 10:00am - 11:30am
• Once registered, you will be able to access the course site to complete the Zoom registration to receive the link for the webinar.

Presenter: Brittany Willard

Brittany Willard is a consultant at Treadwell, specializing in Apricot by Bonterra (formerly Social Solutions). With over six years of experience in child welfare and data management, Brittany excels at implementing systems and optimizing CQI processes for nonprofits, focusing on improving outcomes through data-driven strategies.