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Working template · Evidence-led

Skilling placement and retention tracker.
Keep placement, evidence and follow-up states in one working tracker.

A skilling placement and retention tracker should separate placement claim, verification evidence, current employment state, follow-up attempts and reviewer decisions. It is a practical starting point for smaller cohorts and a clear migration source when a full MIS becomes necessary.

Candidate Placement And Follow-Up RowReference model
One connected recordSOURCE · STATUS · OWNER · EVIDENCE
traceable
01
Candidate and course identifiers

Linked to the same operating record.

Defined
02
Placement claim and start date

Linked to the same operating record.

Defined
03
Evidence and verification state

Linked to the same operating record.

Defined
✦
Decision boundary

A system prepares the record and evidence. A named person owns consequential judgement.

Illustrative operating model, not a client record or product screenshot.

The direct answer

A skilling placement and retention tracker should separate placement claim, verification evidence, current employment state, follow-up attempts and reviewer decisions. It is a practical starting point for smaller cohorts and a clear migration source when a full MIS becomes necessary.

01 · What breaks

Design for the failure modes, not only the happy path.

The value of skilling placement and retention tracker depends on what happens when records are incomplete, evidence conflicts or the next action carries consequence.

RISK 01

Free-text states that cannot be counted

Make this visible in testing, ownership and review rather than leaving it as an implementation surprise.

RISK 02

Overwriting historical outcomes

Make this visible in testing, ownership and review rather than leaving it as an implementation surprise.

RISK 03

Unreachable graduates deleted

Make this visible in testing, ownership and review rather than leaving it as an implementation surprise.

RISK 04

Evidence links shared too broadly

Make this visible in testing, ownership and review rather than leaving it as an implementation surprise.

02 · Minimum viable model

Start with candidate placement and follow-up row and the decisions around it.

The smallest useful model for this page connects the following records. Each field should have a purpose, owner and retention rule.

Central recordCandidate Placement And Follow-Up Row
01Candidate and course identifiers
02Placement claim and start date
03Evidence and verification state
0430, 90 and 180-day follow-up
05Job change, exit and reason
06Next action, owner and review note

03 · Implementation sequence

Move through reviewable gates.

A complete small workflow is safer and more useful than a large collection of unfinished modules.

Agree definitions and dropdown states

Agree the owner, evidence and exit condition before moving forward.

Human gate

Protect identifiers and contact fields

Agree the owner, evidence and exit condition before moving forward.

System-supported

Enter the placement baseline

Agree the owner, evidence and exit condition before moving forward.

System-supported

Schedule follow-up views

Agree the owner, evidence and exit condition before moving forward.

System-supported

Review conflict and nonresponse

Agree the owner, evidence and exit condition before moving forward.

System-supported

Freeze reporting snapshots

Agree the owner, evidence and exit condition before moving forward.

Human gate

04 · Evidence

Measure whether the work became clearer.

Usage alone is not success. Review the quality, timeliness and decisions the system is meant to improve.

01Rows with complete identifiers
02Verified placement coverage
03Follow-ups due and completed
04Nonresponse retained in reporting

05 · Responsible automation

Let systems prepare. Keep consequence with people.

Systems can support

  • Protect identifiers and contact fields
  • Enter the placement baseline
  • Schedule follow-up views
  • Review conflict and nonresponse

People should decide

  • Final verification
  • Resolving evidence conflict
  • Contacting employers
  • Responding to support needs

06 · Common questions

Practical questions teams ask.

Use these answers to clarify scope, compare approaches and identify the decisions your team needs to make before implementation.

How should a nonprofit use the skilling placement and retention tracker?

A skilling placement and retention tracker should separate placement claim, verification evidence, current employment state, follow-up attempts and reviewer decisions. It is a practical starting point for smaller cohorts and a clear migration source when a full MIS becomes necessary.

What fields or sections should the skilling placement and retention tracker contain?

Start with candidate placement and follow-up row. The minimum useful record set covers candidate and course identifiers, placement claim and start date, evidence and verification state, 30, 90 and 180-day follow-up, job change, exit and reason and next action, owner and review note. Remove any field that does not support a service, safeguard, decision or reporting obligation.

Who should complete and maintain the skilling placement and retention tracker?

The team that owns candidate placement and follow-up row should maintain the resource, with input from frontline, programme, MEL or data, technology and leadership roles as relevant. Keep one named owner responsible for version control, review decisions and updates.

How can the skilling placement and retention tracker be adapted for different programme sizes?

Keep the definition of candidate placement and follow-up row stable at every scale. A small programme can begin with one workflow and a few roles; a multi-state programme also needs delegated ownership, stronger permissions, shared definitions, integration rules and location-level quality review.

How can a team check that the skilling placement and retention tracker is complete and useful?

Keep the source, definition, time, owner, status and review decision together. Monitor rows with complete identifiers, verified placement coverage, follow-ups due and completed and nonresponse retained in reporting, and preserve limitations instead of cleaning them out of the report.

Tell us about the workflow you want to improve.

Share what happens today, where it breaks and what a useful decision or outcome would look like. We’ll help identify a practical first step.

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