Organizational Leadership

Recordkeeping and Reporting

Learning for New Leaders

Recordkeeping is the process of recording activities, transactions, and events into an information management system. Reporting is the process of organizing records into topic-specific summaries that help us monitor our programs and tell us whether we are achieving our goals. This module explores the relationship between these two linked processes, underscoring, in particular, how accurate and complete records are the foundation of all effective decision-making.

This module describes the many types of information collected and how it is used in Head Start programs. Learn about the entire lifespan of records, from preparations to collect information to its analysis, maintenance, and eventual disposition. Because of its fundamental importance, requirements about protecting personally identifiable information (PII) are discussed in detail. Moving from recordkeeping to reporting, the module outlines the various reports all Head Start programs are required to create and submit. Explore ways to tailor those reports for specific audiences so they are both effective and compelling.

To get started, open the session description and script below. It provides an overview of the entire session, a chart to customize training, detailed presenter notes, and suggestions for using the handouts and activities.

Session Description and Script

PowerPoint Presentation

Activities and Handouts