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Lightening the workload of coaches, counselors, and caseworkers

We are developing technology designed to improve the productivity and effectiveness of counselors, coaches, and caseworkers and want to learn more about your work so our product will be a good fit when we launch it.

The following questions are designed to help us understand your needs.

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* 1. How many clients do you have at any given time?

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* 2. Typically, how many scheduled meetings do you have with each client over a period of 3 months?

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* 3. Typically, how many times do you have check-ins, progress updates, follow-ups, and reminders between scheduled meetings with each client over a period of 3 months?

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* 4. What percentage of your engagement with clients is individualized (one-on-one or personalized)?

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i We adjusted the number you entered based on the slider’s scale.

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* 5. What efficiency or productivity improvements have you made in the past couple of years?

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* 6. How effective have those improvements been?

Ineffective Somewhat effective Extremely effective
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i We adjusted the number you entered based on the slider’s scale.

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* 7. What more are you planning to do to improve your productivity in the next year?

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* 8. Describe any technologies you are currently using to improve your productivity.

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* 9. If you had the resources you need, ideally how would you like to apply technology to improve your productivity?

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* 10. What would be the 3 most valuable functions of that technology?

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* 11. What products offer or come close to offering that functionality, if you know of any?

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* 12. Rank the relative value to you of each of the technology capabilities you would like to obtain or improve.

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* 13. Is there anything else you would like to share with us?

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