The 2025 Data Management & Visualization Toolkit

In this video, you’ll learn how to design and implement an intentional, consistent data collection process that aligns with your agency’s goals. We walk through the importance of setting clear objectives for intake forms and highlight key field types—like dropdowns, date fields, and Boolean values—that help ensure clean, structured data from the start.

You’ll also see how tools like data dictionaries, standardized intake fields, and branch logic reduce entry errors and support consistent reporting. Using real-world examples, such as a Right to Counsel intake form, this session shows how smart form design not only simplifies data entry but also helps meet grant requirements and better serve clients.