Facilitator: Michelle R. Lucas, Ed.S., M.S.

RISE Coaching Team MeetingJuly 18, 2014

MY MISSION AS YOUR MANAGER

Services are person-centered and timely We are in compliance with Source America IEEs demonstrates use of JAN and the

involvement of the person served, their supervisor and you the RISE Career Coach

Evidence of quality service delivery via case noting, the IEE, monthly check-in and goal tracking form.

AC

TIV

ITY

MISSION STATEMENT

INSTRUCTIONS

Each person finishes the sentence, “My vision of an effective RISE Coaching team is …”

The entire team now creates one statement or visual that represents the total of these vision statements.

MANAGER’S EXPECTATIONS What do you think my expectations are as

your manager? Let’s see how many align with my actual

expectations….handout

DID YOU KNOW?….

• Removed due to confidentiality of update…• Anything I missed…..you have questions about?

REVIEW CASE NOTE TRAINING…

What situation determines if we write a case note for a program participant?

What is the expectation of when case notes are to be entered into the database?

Within 24-hours of service delivery. What system are we using for ensuring we are

writing clear, concise and concrete case notes? PFPP… What does that stand for? Purpose that is Focused that shows Progress with a

follow-up Plan. Are there any questions? If you need additional training, please let me know.

RESOURCES FOR WRITING IEE

Name resources you use to write initial and/or annual Individual Employment Evaluation (IEE) forms

JAN - JOB ACCOMMODATION NETWORK

Save the recommended accommodations in the program participant’s electronic case file

Reference the document in the IEE Share the resource with the program

participant and their supervisor

LET’S PRACTICE IEEShandouts

MONTHLY CHECK-INS…

What are you using to track and conduct monthly check-ins with program participants and Supervisors?

How are we being proactive? Why be proactive?

Let’s take a look at…..handout

Completed monthly (at the minimum) with each program participant (10 minutes) and their Supervisors (10 minutes); may be more depending on what surface during the check-in

Saved in electronic case file Thoughts and questions???

LET’S PRACTICE MONTHLY CHECK-IN

SUPPORTIVE SERVICES “GOAL TRACKING”

Why do we track goals and action steps? How do we track the program participant’s

goals and action steps? When do we use the goal tracking

document? What’s the frequency of updating the goal

tracking document? Let’s review the updated form…..handout

Thoughts, questions or recommendations?

LET’S PRACTICE GOAL TRACKING

FINAL THOUGHTSNEXT STEPS……