Program & Case Management

Capability	PMM	Nonprofit Cloud	Examples
Track overarching themes, areas of focus, departments, or programs	Program	Program	Job Readiness, After-School Program, Family Support Program
Track services, events, workshops, opportunities, or resources that people can access or receive for each Program	Service	Benefit	Bus Passes, Financial Stipend, 1:1 Mentoring
Track the frequency that a service will be delivered, either as a single or recurring set of sessions. Participants can be added to schedules if they are to receive a benefit on a regular basis.	Service Schedule	Benefit Schedule	A food pantry offers open food shopping every Monday from 5:00-7:00 PM A social services agency distributes bus passes to clients on the 30th of every month
Track individual instances or sessions of a service/benefit	Service Session	Benefit Session	The specific instance of the date/time that a food pantry operated it's open shopping hours
Enroll an individual in a program	Program Engagement	Program Enrollment	A senior registers and enrolls for a meal-delivery service program
Assign an individual to a service/benefit	Service Participant	Benefit Assignment	A senior registers and enrolls for a meal-delivery service program and receives a benefit assignment for meal delivery. The meal deliveries will be fulfilled on an ongoing basis with no defined end date. A participant in the employment program is assigned and entitled to 10 sessions of job coaching.
Track and individual's enrollment in a specific Service/Benefit Schedule	Service Participant	Benefit Schedule Assignment	A Youth Development organization has an afterschool program that meets on Mondays at 6pm or Wednesdays 6pm. A participant who selects the Monday schedule will have a benefit schedule assignment record that connects them to the program schedule for Monday's at 6:00pm.
Track delivery of a service/benefit/resource	Service Delivery	Benefit Disbursement	Student receives tutoring at a session. A participant receives a bus pass allocated to them.
Define categories of benefits and link to their units of measure		Benefit Type	A Youth Development organization offers classes and workshops to help students prepare for college, and scholarships and student stipends to pay for books. They have a benefit type called Monetary to track benefits for scholarships and stipends, and they have a benefit type called Education, to track all benefits related to courses and training.
Defines the units and systems of units used to express and account for quantities		Unit of Measure	Dollars ($), Sessions, Hours
Group program enrollees together based on criteria	Program Cohort	Program Cohort	Summer youth program: A cohort could represent all the teenagers enrolled in a summer youth development program starting in June.
Track members of a program cohort		Program Cohort Member	Summer youth program: A program cohort member represents the individual's membership in the cohort.

A more complete version of this chart with notes is available here: https://drive.google.com/file/d/1hLwjVNE31irNMbgGj-0Eb-Tpu6htsPgy/view?usp=sharing