DATA & REPORTING

Program Data and Reporting That's Clean, Clear, and On Time

Q: How do we get started?

Book a free call at stepstoachieve.com/schedule or email info@stepstoachieve.com. Tell us what you run, what data you have, and when reports are due, and we will recommend a clear next step.

You run the programs. We help with the rest. Steps To Achieve turns program data into clean, reliable reporting and clear impact stories, for 21st CCLC, BOOST, and any program that has to show results.

From a one-time cleanup to a reporting system your team runs all year, we build the pieces you need and train your staff to keep them going.

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See our services

30+

years of experience

70+

sites and programs evaluated each year

FERPA

compliant

English and Spanish

surveys

Built for the people who carry the reporting load

If your program reports to a funder, a board, or the state, we can help.

School districts and charter schools

Afterschool, OST, and 21st CCLC programs

Nonprofits and community organizations

Counties and public agencies

Colleges and workforce programs

Typical roles: program directors, data coordinators, grant managers, compliance leads, fiscal teams, and office staff.

What we're usually brought in to fix

Data lives in too many places: spreadsheets, the SIS, forms, and email

Numbers don't match across sites or staff

Reports turn into a last-minute scramble

Manual cleanup eats time and creates errors

Leaders need answers but can't trust the data

We build a simple process that produces consistent numbers, without adding to your team's workload.

Our data and reporting services

One team for the whole picture, from daily data to the report your board reads.

Program data and reporting.

We set up the tracking, templates, and reports your funders require, so your numbers match across sites and reports go out on time.

See what we produce

Impact reports.

We turn your results into a clear, well-designed report your board, funders, and community will actually read.

See impact reports

Data cleanup.

Messy spreadsheets, duplicate records, exports that don't match. We clean and organize your data so you can trust it and use it.

How data cleanup works

21st CCLC data and evaluation.

Year-round evaluation with APR data, surveys, and reports built for your program.

21st CCLC services

BOOST and VIP data and grant administration.

From application strategy to quarterly reports, we keep your grant organized and compliant for all 36 months.

BOOST and VIP support

PIMS support.

Accurate PIMS submissions, child accounting, and data quality checks for Pennsylvania schools.

PIMS support

Excel and Google Sheets training.

Hands-on training built from your own files, so your staff can run the tools we set up.

Spreadsheet training

For school districts: enrollment projections.

School-by-school, grade-by-grade enrollment forecasts and feasibility studies for facilities and budget planning.

Enrollment projections

Surveys and stakeholder feedback.

Stakeholder feedback, school climate, employee satisfaction, student, parent, and staff surveys, plus clear analysis and reporting.

Surveys and stakeholder feedback

What you get

Steps To Achieve also reviews whether curriculum providers' programs are research-based. This work is available to providers in any state.

Submission-ready files.

Clean spreadsheets that match what your funder or the state requires.

Attendance and participation summaries.

By site, program, grade, or time period.

Outcomes and performance snapshots.

Measures tied to your goals and activities.

Dashboards and visual summaries.

Easy-to-read reporting for leaders and partners.

Survey reporting.

Student, family, staff, and teacher surveys, from collection to summary, in English and Spanish.

Repeatable workflows.

Templates and simple steps your staff can keep running after we hand them off.

Data cleanup, for any organization

You don't have to be a school or a grantee. If your data is spread across files that don't agree, we can help you get to one clean, trusted version.

What we clean up

Duplicate or conflicting records

Rosters and contact lists pulled from different systems

SIS, survey, and form exports that don't line up

Inconsistent codes, dates, and names

Workbooks that only one person knows how to use

What you walk away with

One clean "source of truth" workbook

Clear definitions of what counts, so numbers stay consistent

A short checklist and, if you want it, staff training so the data stays clean

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Practical systems and clear reporting, without complicated processes or jargon-heavy reports.

How we work together

Step 1. Map the data. We look at where your data comes from, what's required, and where it breaks.

Step 2. Clean and standardize.

We combine files, agree on what counts, and fix the structure so numbers stay consistent.

Step 3. Deliver and hand off.

You get reporting-ready files, summaries, and visuals, plus the templates and training to repeat them.

"You have saved me hours and hours of work with our reporting!"

Program leader, STA client

Questions we hear often

Do you only work with 21st CCLC and BOOST programs?

No. We support 21st CCLC and BOOST programs, and we also work with school districts, charter schools, nonprofits, counties and public agencies, colleges, and workforce programs. If your program has data to manage and results to report, we can help.

Can you help with a one-time data cleanup?

Yes. Many projects start as a one-time cleanup of a messy workbook, roster, or export. If it helps, we can then set up a simple process so the data stays clean.

Will our staff be able to keep the system running after you set it up?

Yes. We build templates and workflows your team can run, and we offer hands-on Excel and Google Sheets training so your staff can maintain them.

What tools and data systems do you work with?

Most of our work happens in Excel and Google Sheets. We also work with student information system exports, survey tools, online forms, and state systems such as PIMS.

How do you protect student and participant data?

We are FERPA compliant. We use only the data needed for the work, keep files secure, and remove personal details from anything shared outside your organization.

How do we get started?

Book a free call at stepstoachieve.com/schedule or email [email protected]. Tell us what you run, what data you have, and when reports are due, and we will recommend a clear next step.