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Health Programs & Evaluation

Data analysis and reporting for programs and operations

Many programs collect plenty of data but struggle to clean it, analyze it and report it on time. We organize your data, agree what each measure means, and produce analysis and reports that answer the questions your funders, leaders and staff actually ask.

Discuss your project How the work is delivered

A good fit if

  • Funder or agency reports take days of manual spreadsheet work every quarter.
  • Different staff calculate the same measure differently, and the numbers do not match.
  • You have survey, enrollment or service data but no time or skills to analyze it.
  • Leaders want a simple dashboard of program performance or operational KPIs.
  • You need trend analysis or visuals for a board meeting, grant renewal or annual report.

Another approach may suit you better if

  • You need an enterprise data warehouse and BI platform across many business systems. Our data analytics and business intelligence service covers that.
  • You need statistical analysis for clinical research or regulatory submissions. That needs a biostatistician and a research team.
  • You want analysis that supports a conclusion already decided. We report what the data shows.

What data analysis and reporting covers

Data analysis is the work of turning raw records into reliable answers. Reporting is how those answers reach the people who need them, on time and in a form they understand. For most programs and operational teams, the hard part is not the software. It is agreeing what each measure means, getting the data clean, and producing the same figures the same way every time.

We help with:

  • Data cleaning and organization: finding duplicates, gaps and inconsistent entries, and documenting how each is handled.
  • Measure and KPI definition: writing down what each measure means, how it is calculated and who owns it.
  • Descriptive and trend analysis: counts, rates and changes over time, broken down in the ways your funders and leaders ask about.
  • Program performance reporting: quarterly and annual reports, funder templates and board updates.
  • Dashboards and visuals: simple dashboards and charts that show performance at a glance.
  • Decision support: short analyses that answer a specific question before a decision is made.

Who it is for

  • Public health programs and nonprofits reporting to funders and agencies.
  • Healthcare organizations tracking access, operations or program measures.
  • Businesses that need operational KPIs and regular reporting without a full data warehouse.

How it connects to our other work

Reporting often feeds program evaluation, where data is used to judge how well a program works, and quality improvement, where measures show whether a change is helping. When reporting outgrows spreadsheets and spans many systems, our data analytics and business intelligence team builds the larger platform.

Demonstration, not a client project

Example measure definition

FieldEntry
MeasureReferral completion rate
DefinitionShare of referrals made in the quarter that resulted in a completed appointment within 30 days
CalculationCompleted referrals ÷ referrals made in the quarter
SourceProgram referral log
OwnerProgram manager
Small numbersRates based on fewer than 11 referrals are not shown in external reports

Getting started

Most projects begin with a reporting review: the reports you owe, the data behind them and where the process breaks down. We then prepare a written scope with deliverables, responsibilities and costs in US dollars (USD). See how this fits with our work for agencies and nonprofits on the health and public sector page.

What is included

The exact list is agreed in writing for each project. These are the usual deliverables and the usual boundaries.

Typical deliverables

  • A reporting review that lists required reports, data sources, owners and pain points.
  • Cleaned and organized data sets, with a record of every cleaning rule applied.
  • A KPI and measure dictionary with definitions, calculations, owners and sources.
  • Descriptive and trend analysis, with tables and charts that are easy to read.
  • Program performance reports and funder report drafts in your required format.
  • Dashboards in Power BI, Excel or another tool you already use, with refresh steps documented.
  • Training for the staff who will maintain the reports.

Not included unless agreed separately

  • Software licenses, which you buy from the vendor.
  • Fixing data entry problems inside your source systems, unless scoped separately.
  • Clinical, actuarial or legal interpretation of results.
  • Ongoing monthly reporting after handover, unless agreed in writing.

What we will need from you

Most delays in this kind of work come from access and decisions, not from the technical build. Knowing these early keeps the project predictable.

  • A lead who knows the program or operation and can agree what each measure should mean.
  • Data exports or read access, shared under a written data agreement.
  • Examples of past reports, funder templates and deadlines.
  • Your privacy and data handling requirements.
Delivery

How the work is delivered

Each stage ends with something you can review before the next one starts.

  1. Review

    List the reports and questions that matter, the data behind them and where the current process breaks down.

    Output: Reporting review and priorities.

  2. Define

    Agree each measure's definition, calculation, owner and source, and check the data against it.

    Output: Measure dictionary and data quality notes.

  3. Clean and organize

    Clean and structure the data, documenting every rule so results can be reproduced.

    Output: Analysis-ready data and cleaning log.

  4. Analyze and visualize

    Produce the analysis, tables, charts and dashboards, and reconcile figures with trusted past reports.

    Output: Validated analysis and draft reports.

  5. Hand over

    Deliver reports and dashboards, train your staff, and document how to refresh them.

    Output: Final reports, dashboards and documentation.

Testing and handover

  • Every reported figure traces back to a written definition and a named data source.
  • Figures are reconciled against trusted past reports, and differences are explained.
  • Small numbers that could identify individuals are suppressed or grouped before reports are shared.
  • Your staff can refresh the main reports without us.

What affects the cost

We do not publish package prices. Each estimate is based on an agreed scope, in US dollars, with taxes shown separately. These are the things that move the number most:

  • The number of data sources and how clean they are.
  • The number of measures, reports and dashboards.
  • Reporting frequency and funder formats.
  • Privacy requirements and how data must be shared.
  • Training needs.

Questions buyers usually ask

How is this different from your data analytics and business intelligence service?

This service focuses on program and operational reporting, often for a funder, board or agency, using the tools you already have. Our data analytics and business intelligence service builds data warehouses, pipelines and enterprise dashboards across many business systems. Many organizations start here and grow into the larger platform later.

Do you work with health data?

Yes, with care. We work with de-identified or summary data wherever possible, limit access to the people who need it, and suppress small numbers before results are shared. If identifiable health information is unavoidable, we agree in writing how it is handled first, including a business associate agreement where HIPAA requires one.

Which tools do you use?

Usually the ones you already license, such as Excel or Power BI. The definitions and the data quality matter more than the tool, and staying with familiar tools makes reports easier to maintain.

Can you take over our quarterly funder reports?

We can set up the process, produce the first reports with your team and document the steps. If you want us to keep producing them, we agree that as a separate ongoing arrangement.

Spending days on reports every quarter?

Tell us which reports you owe, to whom, and where the data lives today. We will reply to arrange a conversation about a first reporting project.

Discuss a reporting project