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Participant Data Collection and Tracking

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Your grant’s ability to establish effective processes to collect data from your grant participants (and grant partners), track the data over time, and manage data storage efficiently is a key component of your grant’s success, and is crucial to whether you will be able to demonstrate your grant’s accomplishments. 

H-1B NE Data Collection and Tracking Toolkit
This guide is designed to support you in your efforts to collect and track participant data throughout the grant life cycle to ensure you can report accurate information about participants in the QPR. It includes best practices for successfully developing effective data collection and tracking processes and incorporating them into your overall grant implementation.

Case Management and Intake for Nursing Expansion Grantees
Establishing processes early in the grant for collecting and managing data from your participants is key to reporting accurately throughout the period of performance. This event discussed the relationship of data collection and data management to the reporting process, and provided an overview of different case management methods, including Excel spreadsheets, existing databases, third-party vendor software, and others. 

Lessons Learned for Nursing Expansion Grantees - Using Excel to Manage Data and Track Participants (Recorded Event)
For organizations using Excel to track participant data, this session covered best practices, common challenges, and lessons learned to maximize the effectiveness of Excel for tracking participant data and outcomes. The event featured tips from an H-1B grantee who uses Excel as a case management tool to prepare data files for submission in the Workforce Integrated Performance System (WIPS).



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  • Last Updated:
  • Created:
  • Resource Publication Date: 2024
  • Posted by: Margaret Lamb
  • Posted in: Nursing Expansion Grant

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