Outcome measures
Agree on which outcomes matter: debt reduced, savings built, plans completed, months engaged, or other mission-led measures.
Purpose
Program Insight in plain language
Create a clearer impact story and improve program choices through purposeful aggregate measures and privacy-aware reporting.
Candidate scope
What this phase could include
- Aggregate debt-reduction and savings-growth trends
- Participation, retention, and completion patterns
- Program-level outcome measures
- Improved reporting exports with role-based access
- Simple views that help the Foundation decide where the program is helping most
- A documented approach to protecting participant privacy in reporting
Working detail
What we would define together.
Aggregate by default
Favor trends and summaries. Avoid exposing individual participant details unless a role and purpose clearly justify access.
Decision support
Use reporting to guide content, facilitation, and expansion choices—not merely to collect numbers.
Better exports
Create more useful reporting outputs only after Foundation stakeholders agree on their decisions and questions.