Explore how one organization transformed its data and workflows by rethinking intake and program management. Learn key decisions, lessons from implementation, and how stronger systems improved operations a year later.
About This Session
Description
Many literacy programs rely on data systems that no longer meet their evolving needs. This session shares how one organization reimagined its intake and program management processes to better capture meaningful data and streamline workflows.
We’ll explore how they evaluated their options, approached implementation, and supported staff through change. One year later, their new approach has strengthened operations and positioned them for greater impact. Attendees will gain practical insights into making thoughtful system changes that support stronger programs and brighter futures.
What we'll cover:
This session is designed for program directors, data managers, and staff responsible for intake, reporting, or program operations in adult and family literacy organizations.
Learning Objectives
Participants will:
- Identify key indicators that a data system or intake process is no longer meeting program needs
- Understand how to evaluate and select a new approach to program and data management
- Explore strategies for managing implementation, including common challenges and how to address them
- Learn practical approaches to supporting staff through change and increasing adoption
- Recognize how improved data systems can strengthen workflows, reporting, and program impact over time
Session Content
Using a real-world case study, we will walk through one organization’s journey from recognizing gaps in their existing system to implementing a more robust, integrated approach.
Topics will include:
- Assessing current systems and defining goals for improvement
- Mapping intake and data workflows
- Key decisions made during system selection and design
- Implementation timeline, challenges, and lessons learned
- Change management strategies to support staff adoption
- Reflections and outcomes one year after implementation
Participant Engagement
Attendees will be invited to reflect on their own systems and participate in guided discussion prompts, including identifying current challenges and opportunities for improvement. Time will be included for Q&A and peer sharing.
Practical Takeaways
Participants will leave with a framework for evaluating their own data systems, key questions to guide decision-making, and actionable strategies for implementing changes that support stronger programs and brighter futures.
Topics & Focus
Primary Topic Area
Session will also cover:
Assigned by TCALL
Pending
Audience
Level
Case study?
Promotion?
This session is sponsored by CommonTeri Services.
A note from the presenter:
Bring a current challenge or question about your data or intake process—there will be time for discussion.
Handouts & Materials
No handouts or materials available at this time.
“Name of Session” – session presentation slides (PDF)
Name of Document – lesson sample (PDF)
Name of Document (PDF)
Name of Document – infographic (JPG)
Presenter
Jennifer Knoeber
COO
CommonTeri Services
Visit CommonTeri Services in the conference Exhibitor Area!
Jennifer Knoeber is the COO at CommonTeri Services, where she leads customer onboarding, training, and support to help organizations strengthen their program management and data practices. She brings more than 20 years of experience in the nonprofit and public sectors, with expertise in program operations, training, change management, and data-informed decision-making.
Jennifer has held leadership roles at the State of Nevada, Jericho Road Dallas, and Dallas Area Habitat for Humanity, where she developed programs, managed large-scale volunteer initiatives, and led organizational growth and transformation. A certified Salesforce Administrator, she specializes in helping organizations translate complex processes into practical, sustainable systems that support stronger outcomes.
Jennifer holds a Master of Public Affairs in Nonprofit Management from Indiana University and began her career as a Peace Corps volunteer in Lithuania. She is passionate about supporting mission-driven organizations in building systems that enable brighter futures for the communities they serve. Outside of work, she enjoys reading and spending time with her dogs.
Breakout26 – KNOEBER
Page checked or updated: 6/10/2026
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