The Participant Enrollment Planning (PEP) Tool

Project, track, and optimize your referrals and enrollments in real-time, using a smart, data-driven approach to refining your outreach strategies.

Why choose the PEP Tool?

Proactively plan your referral stream

Imagine being able to accurately forecast the flow of referrals into your program, giving you the foresight to allocate resources effectively and avoid bottlenecks. With the PEP Tool, you can plan and project your referral stream, ensuring that you are always one step ahead.

Proactively plan your referral stream

Maximize conversions from referral to enrollment

The PEP Tool doesn’t just help you track referrals—it helps you understand which referrals are most likely to convert into active participants. By examining transition rates, you can fine-tune your approach to increase your enrollment numbers and ensure that more people benefit from your program. The tool also allows for budgeting inputs per referral source so you can see where you are getting the most and least efficient yield of enrollments for your recruitment efforts.

Maximize conversions from referral to enrollment

Dynamic customization

Every program has its own cycle. The PEP Tool lets you customize date ranges so you can align your planning with your specific program timelines, seasonal variations, or target milestones. The tool also allows you to add calendar invites to your own calendar so you will be sure not to miss a beat on program planning. It’s never been easier to stay on top of your enrollment efforts throughout the year.

Maximize conversions from referral to enrollment

Data-driven insights for continuous improvement

The PEP Tool provides you with detailed insights into your referral and enrollment performance. By identifying trends and understanding what’s working, you can continuously refine your approach, making each campaign more efficient and impactful than the last.

Data-driven insights for continuous improvement

How to access the tool

The PEP Tool can be accessed for free on the National DPP Business Tools website.

Data-driven insights for continuous improvement