Tools and Resources
RETAIN Programmatic Success Dashboard
This resource provides a framework for data-driven continuous monitoring of program implementation. The dashboard is designed to assist RETAIN states to identify strengths and gaps in participant success and program implementation. The dashboard is built in Google Data Studios and uses the Quarterly Progress Report Appendix A data submission structure to create easy-to-understand and interpret charts and metrics. Accompanying the dashboard is a Users’ Guide that describes each widget in detail, directions for obtaining a copy of the dashboard and connecting it to your data, and the list of formulas used to create the graphics and metrics.
Recruitment-to-Enrollment Pipeline Dashboard Tool User’s Guide Addendum
This document is a companion tool, developed to support the use of the RETAIN Recruitment-to-Enrollment Pipeline Dashboard tool. This addendum includes step-by-step directions using screenshots of the dashboard tool for users to customize the tool by:
1. Modifying the Recruitment-to-Enrollment funnel pathway and
2. Editing and adding filters to the Recruitment-to-Enrollment Dashboard
Link: Recruitment-to-Enrollment Pipeline Dashboard Tool User’s Guide Addendum
RETAIN Recruitment-to-Enrollment Dashboard and Related Resources
The RETAIN Recruitment-to-Enrollment Dashboard is designed to help you understand the effectiveness of your recruitment and enrollment efforts. The tool uses data obtained by your RETAIN team to produce a dashboard displaying information about the number of potential participants that you connect with at each stage of the recruitment-to-enrollment process—and who ultimately enrolls in the project. The Dashboard tool (link to Dashboard Tool) comes with the following suite of TA resources:
o A User Guide (link to RETAIN TA Resource: Recruitment-to-Enrollment Pipeline Dashboard Tool User Guide).
o An example dashboard (link to Recruitment-to-Enrollment Pipeline Dashboard) pre-filled with sample data.
o Four “how-to” video modules (link to How-To Video Modules).
o A webinar featuring a live walkthrough of the tool (link to Dashboard Walkthrough Webinar).
Overview of RETAIN Data Collection Instruments that Grantees will Administer During Phase 1
This document outlines the three key data collection
instruments that will be used to collect information to contribute to the
Continuous Quality Improvement, Quarterly Progress Reports, and the national
RETAIN evaluation.
Link: Data
Collection Instruments
Functional and Non-functional Requirements for State RETAIN Data Systems: Phase 1 Success and Phase 2 Challenges
This document provides software requirements and strategy recommendations
for a system that meets the data collection and service coordination needs of
state Retaining Employment and Talent After Injury/Illness Network (RETAIN)
programs.
Link: Functional
and Non-functional Requirements for State RETAIN Data Systems: Phase 1 Success
and Phase 2 Challenges
Guide to Identifying RETAIN Information System Needs
and Gaps
This guide provides your Retaining Employment and Talent After
Injury/Illness (RETAIN) project with a process to perform a needs and gap
analysis for your information technology (IT) and data systems.
Link: Guide
to Identifying RETAIN Information System Needs and Gaps
Sample Data Sharing Agreements
This folder contains a variety of sample data sharing and use
agreements that can be used as examples of how to best work with RETAIN
partners.
Link: Sample Data Sharing and
Use Agreements