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How to Read These Reports — Pathways Institute · Complete Learner Journey

These four connected reports follow a single cohort of 42 learners from enrollment through employment and funder reporting — the way Sopact Sense actually works. Start here (Step 1) and follow the navigation to see how context compounds across the training lifecycle. Each report is a live Sopact output your program coordinator would receive automatically — no manual assembly, no spreadsheet cleanup between phases.

1Enrollment Intelligence → 2Learning Journey → 3Employment Outcomes → 4Funder Intelligence

Pathways Institute — Spring 2024 Cohort · Skilled Trades Program 42 Learners Enrolled · 6-Month Program · DOL WIOA-Funded · Cohort Start: March 4, 2024

Step 1

Enrollment Intelligence

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Step 2

Learning Journey Tracking

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Step 3

Employment Outcomes

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Step 4

Funder Intelligence

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Sopact Sense · Enrollment Intelligence · Pathways Institute

Spring 2024 Cohort — Intake & Enrollment Report

Skilled Trades Program · 42 learners enrolled · Application forms, intake interviews, and pre-assessments processed into one auditable cohort record · Persistent Learner ID assigned at enrollment

WIOA Title I · WDB Contract 42 Learners · 3 Tracks Cohort Start: March 4, 2024

Cohort Readiness

/ 100 · Intake Rubric
8 learners flagged for
early support

Why This Is Different From Every Other Intake Process

Every learner receives a persistent Learner ID at enrollment — connecting their application form, intake interview notes, and pre-assessment into a single auditable record. Disclosed barriers are captured as structured data, not buried in intake notes. When a learner struggles in Week 6, Sopact already knows their baseline and what support they said they'd need. Context carries forward to every step — coordinators never start from scratch.

Traditional Intake Paper forms + siloed spreadsheets
Barriers noted, never retrieved
No baseline for mid-program comparison
Re-enter data for each funder report

DATA SOURCES INGESTED42 Learners · 4 Source Types · Processed at Enrollment

Application Form

WDB Application + Eligibility Docs

42 submissions · Google Form

✓ Processed · Learner ID assigned

Intake Interview

Coordinator Interview Notes

42 interviews · Free-text notes

✓ AI-extracted · Barriers structured

Pre-Assessment

Skills Confidence Baseline Survey

42 responses · Sopact Sense survey

✓ Scored · Baseline locked

Referral Record

Partner Referral Sources

38 of 42 learners · Partner CRM

⚑ 4 learners: source unconfirmed

INTAKE RUBRIC DIMENSIONSApplied Uniformly Across All 42 Learners · AI-Scored from Source Documents

Dimension	Cohort Score	Finding	Source
Employment Barriers What obstacles could prevent completion?	Moderate 68	29 of 42 learners disclosed at least one barrier: childcare (14), transportation (11), housing instability (6), prior conviction (4). 8 learners disclosed multiple compounding barriers — these learners require proactive support before Week 4, not reactive intervention after dropout. No support plan linked to disclosed barriers at enrollment. Coordinator follow-up unstructured.	Intake Notes · AllApplication · Q7
Motivation & Goal Clarity Does the learner have a defined employment goal?	Strong 81	Strong goal articulation across the cohort: 34 learners named a specific employer or trade; 8 indicated general interest. Motivation scores from pre-assessment averaged 7.4/10. Coordinator notes flagged 3 learners as externally referred with low intrinsic motivation — one-time incentive seekers.	Pre-AssessmentIntake Notes
Skills Baseline Where is the learner starting relative to program requirements?	Moderate 64	Pre-assessment mean: 4.1/10 technical confidence. Range: 1.8 to 7.6. 11 learners scored below 3.0 — indicating significant remediation need in foundational math and tool safety. Track allocation was based on self-reported experience, not assessment score — misalignment in 7 cases identified by AI. Track assignment should incorporate pre-assessment score, not self-report alone.	Pre-AssessmentApplication · Q4
Support Network Does the learner have stability outside the program?	Moderate 59	Social support data derived from intake interview AI extraction. 22 learners identified a reliable support person; 20 did not. Learners with no support network had 3.2× higher dropout risk in prior cohort data. Current cohort has 8 learners with both low support and barrier disclosure — highest risk cluster. Support network data must be linked to at-risk alert protocol in Step 2.	Intake NotesCohort History
Eligibility & Documentation Is the learner fully enrolled and WIOA-compliant?	Strong 88	40 of 42 learners fully documented and WIOA-eligible at enrollment. 2 learners have pending I-9 verification — flagged for coordinator follow-up within 5 business days. All 42 assigned Learner IDs; persistent records created and baseline locked for downstream tracking.	Application DocsWIOA Checklist

⚑ ENROLLMENT FLAGS — COORDINATOR ACTION REQUIRED3 FLAGS AUTO-DETECTED

Skills Baseline
Track Misalignment

7 learners placed in tracks misaligned with their pre-assessment scores. Self-reported experience was used for placement; AI comparison to actual baseline scores flagged 7 cases where the track level exceeds or underserves the learner's demonstrated readiness. Coordinator review recommended before Day 5.

High-Risk Cluster
Compounding Barriers

8 learners have 2+ disclosed barriers and no identified support network. Prior cohort data shows this cluster has a 58% completion rate vs. 84% for single-barrier learners with support. These 8 learners need proactive coordinator touchpoint scheduled before Week 3 — not reactive response after missed sessions.

Eligibility
Documentation Pending

2 learners have pending I-9 verification — WIOA reporting risk if unresolved. These learners cannot be claimed in the Q1 funder report without full documentation. 5-business-day resolution window. Sopact Sense will auto-escalate if unresolved by Day 7.

SAMPLE LEARNER PROFILES3 of 42 · Full Cohort Available in Sopact Sense Dashboard

✓ Strong Fit

Marcus T.

Electrical Trades · Track B

8.4

/ 10 Intake Rubric Score

Barriers DisclosedTransportation — has alternate plan confirmed

Referral: Goodwill Career Center · Goal: Licensed electrician apprenticeship within 12 months

⚠ Monitor

Destiny R.

HVAC · Track A

6.2

/ 10 Intake Rubric Score

Barriers DisclosedChildcare (no backup plan) + housing unstable

Referral: Workforce Development Board · Pre-assessment: 3.1/10 technical baseline · Support network: none identified

⚑ Needs Review

Jerome K.

Welding · Track C — Flagged for reassignment

4.8

/ 10 Intake Rubric Score

Track Mismatch FlaggedSelf-reported "advanced" — pre-assessment: 2.4/10. Track C requires 5.0+ baseline.

Referral: Community Reentry Program · Prior conviction disclosed · Motivation score: 8.1/10 — strong commitment despite skills gap

COHORT COMPARISONSpring 2024 vs. Pathways Institute Prior Cohort Median (4 cohorts)

Intake Rubric Baseline — Spring 2024 vs. Historical Cohort Median Gold = Spring 2024 · Faded = Prior cohort median

Barriers

68 / med 72

Motivation

81 / med 76

Skills Baseline

64 / med 70

Support Network

59 / med 66

Eligibility

88 / med 79

Prior Cohort Median (4 cohorts · 148 learners) Spring 2024 Cohort (this report · 42 learners)

Sopact Sense · AI Synthesis — Enrollment Intelligence

Spring 2024 scores above prior cohorts on motivation and eligibility — a high-commitment cohort with solid documentation. Gaps concentrate in support network and skills baseline: this cohort has more barrier complexity than previous groups, with 8 learners in a compounding-barrier, no-support-network cluster that has historically shown 58% completion rates. These are addressable before Week 3 with targeted coordinator outreach — not dropout statistics. The track misalignment flag is the most operationally urgent item: 7 learners are currently placed incorrectly based on pre-assessment data.

Resolve Before Day 5

Review 7 track misalignment cases. Use pre-assessment scores to confirm or reassign. Sopact Sense has generated a ranked list with coordinator notes pre-attached.

Schedule Before Week 3

8 high-risk learners flagged for proactive coordinator touchpoint. Barrier-specific support plans linked to each learner record. This step predicts Week 6 completion, not Week 6 dropout.

Carries Forward to Step 2

All 42 Learner IDs, baseline scores, barriers, and flags pre-loaded into the learning journey dashboard. No coordinator re-enters intake data. Context compounds — not restarts.

Next → Step 2: Learning Journey Tracking. Pre-training baseline already loaded — coordinators see Week 4 confidence deltas against the enrollment baseline automatically.

→ View Step 2: Learning Journey