The Equip Newsletter

January 2026 Edition

Published: 01/29/2026

Exploring how Equip’s advancements shape a smarter, more empowered future.

New & Improved

⬜ Goal Summary PDF

Sharing progress just got easier. The new Goal Summary PDF allows teams to generate a clear, shareable snapshot of an individual’s goals in one place. It helps teams:

• Summarize current goals in a clean, easy-to-read format

• Support meetings, reviews, and documentation needs

• Share progress with stakeholders without navigating the platform

A new download button on the Goals page makes this export easy to access, streamlining preparation for reviews and conversations. This makes it easier to communicate goals clearly while keeping documentation consistent and accessible.

Small Changes That Add Up

⬜ Home Page Birthday Count: Weekly View

To make sure no one gets missed, birthday counts on the home page now display by week instead of by day. This helps teams:

• See upcoming birthdays at a glance

• Avoid missing birthdays that fall on weekends

• Plan acknowledgments and celebrations ahead of time

By shifting to a weekly view, birthdays are easier to notice and easier to celebrate!

⬜ Assessment Downloads: Optional Question Descriptions

Admins can now choose whether to include Question Descriptions when downloading assessment results.

Why this matters:

• Question descriptions often contain critical context for reporting

• Downloads are clearer and more complete when shared externally

• Teams have more control over what’s included

How it works:

• This is a setting on each question

• It defaults to off, so existing exports remain unchanged

• Admins can enable it when descriptions are needed for documentation or reporting

✨ Even small updates are designed to reduce friction and improve everyday use.

Featured Blog

From Daily Data to Meaningful Insight: How Smarter Systems Turn Activity Into Action — Collecting data is one thing—turning it into actionable insight is another. This post explores how Equip helps teams connect goals, routines, and documentation to see progress in real time, identify gaps early, and make evidence-based decisions. Learn how smarter systems reduce admin drag while supporting better outcomes for participants and staff alike. Read the full post →

Building confidence, how Equip supports independence every day.

Turning Daily Actions Into Visible Progress

Independence is built through consistent, everyday actions—not just major milestones. Equip helps make that progress visible and meaningful.

When individuals can:

• Complete routines connected to real-life responsibilities

• Review progress toward personal goals

• Reflect on what’s working over time

They begin to take greater ownership of their growth.

Recognizing Progress Builds Confidence

Equip highlights progress that might otherwise go unnoticed:

• Completed routines reinforce consistency

• Goal updates show forward momentum

• Notes and check-ins support reflection and adjustment

Seeing progress—especially during challenging or slower periods—helps individuals stay motivated and confident.

✨ Progress doesn’t need to be dramatic to matter. Equip makes small wins visible.

Featured Blog

From Structure to Self-Direction: Supporting Confident Transitions Across Life’s Next Chapter — Transitions—whether into college, a new home, or employment—can be challenging. This post explores how digital routines, visual schedules, and centralized planning help individuals maintain confidence and independence while keeping families and support teams aligned. Learn how intentional planning turns transitions into momentum, not disruption. Read the full post →

Effective tools and insights to simplify your role and maximize impact.

Smarter Reporting Starts With Better Filtering

As teams kick off a new year, reporting questions come fast: What’s been completed? Who needs follow-up? How are we tracking progress month over month?

One of the most effective ways to answer these questions in Equip is by Filtering the Report—without exporting or rebuilding anything.

With filters, teams can:

• View activity by date range (monthly, quarterly, or year-to-date)

• Focus on specific Participants or Supporters

• Narrow results by categories or tags to prepare for reviews and meetings

Filtering keeps everyone working from the same source of truth while reducing prep time and manual work.

✨ When reporting is easier, teams can spend less time preparing—and more time taking action.

Featured Blog

Less Explaining, More Supporting: How Shared Systems Reduce Handoffs and Save Teams Time — Too often, support teams spend more time explaining than actually supporting. This post explores how Equip helps teams shift from fragmented, person-dependent workflows to one shared system of truth—reducing handoff friction, maintaining consistency, and freeing staff to focus on meaningful work. Read the full post →

Spotlighting stories that build stronger communities through collaboration and support.

Supporting Progress Across Diverse Settings

Every Equip organization looks different—but the goal is the same: supporting individuals with clarity, consistency, and respect.

Across higher education programs, community-based organizations, residential settings, and beyond, Equip is proud to support teams that:

• Prioritize person-centered planning

• Build structure around real-world outcomes

• Use data to strengthen—not complicate—support

We’re continually inspired by the work happening across our community and look forward to spotlighting more organizations throughout the year.

Featured Blog

Moments That Matter in Everyday Support: How Teams Use Equip to Capture Community Life and Meaningful Participation — Some of the most meaningful progress happens in everyday moments—laughing with peers, trying something new, or attending community events. This post explores how Equip helps teams capture, reflect on, and preserve these experiences, turning everyday moments into visible progress, stronger engagement, and actionable insight. Read the full post →