Webinars

Showcasing innovative ideas, tools, and insights into the world of social good for service providers, decision-makers, academics, and the general public.

How Better Intake Can Improve Service Delivery, Reporting, and Decision-Making

June 4, 2026 10:00 AM MST

For many nonprofits and social services organizations, intake is treated as paperwork: a necessary step before the “real work” begins. But intake is where your data, reporting, service coordination, and client experience all start.

When intake breaks, the effects show up everywhere. Staff create workarounds, clients repeat their stories, reports require manual cleanup, and leadership struggles to trust the data. The problem is usually the design of the intake process itself.

In this webinar, we’ll explore why intake forms are one of the most important pieces of technology in any social service organization, and how better intake design can improve service delivery, reporting, and decision-making.

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    • Why intake processes break down in real-world nonprofit and social service settings, and how these breakdowns show up as staff workarounds, inconsistent data, and fragmented client experiences

    • How poor intake design leads to unreliable reporting, duplicate data entry, and lost insights, and what that costs your organization in time, funding, and decision-making confidence

    • The four principles of effective intake design, and how to apply them in practice: capturing the right data at the right time, using standardized and reportable fields, minimizing free text where - structured data is needed, and eliminating duplicate entry across systems

    • Practical, low-lift ways to improve your intake process without overwhelming staff or disrupting service delivery, including how to prioritize what to fix first

    • A live walkthrough of a form builder, showing how intake fields are structured and mapped directly to reporting in Mareto, so you can see how better form design leads to cleaner, more usable data

  • This session is designed for Canadian nonprofit and social services leaders, program managers, executive directors, operations teams, data and evaluation staff, and frontline supervisors who want cleaner data and better reporting.

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