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Mt. Shasta Native American Employment and Training Handout Case Management For Rookies Presented by Mt. Shasta Native American Employment and Training Handout Case Management For Rookies Presented by Gary Rickard 6914 Haas Road, Anderson, CA 96007 E-Mail: wintun [email protected] com Phone: 530 -510 -1318

The Term Case Management Data Collection Automated System Client Services Case Manager The Term Case Management Data Collection Automated System Client Services Case Manager

Defining Case Management The _____ of moving customers through your ________. Defining Case Management The _____ of moving customers through your ________.

Culture of poverty Almost all participant problems will be influenced by at least one Culture of poverty Almost all participant problems will be influenced by at least one or more of the following: _________________ & _________________ &_________ People in poverty are living day-to-day.

Communications The three modes of processing information: _________ (see it) _________ (hear it) ________ Communications The three modes of processing information: _________ (see it) _________ (hear it) ________ (do/touch/smell it)

Communication When two people “A” and “B” are attempting to communicate with each other, Communication When two people “A” and “B” are attempting to communicate with each other, their communication is distorted by their assumptions : (They make about each other) (1) ______ (2) ______ (3) ______ (4) ______ (5) ______

Successful Interviewing Barriers to Communication: _________________ __________________ _________ Try positive assets: (con’t) Successful Interviewing Barriers to Communication: _________________ __________________ _________ Try positive assets: (con’t)

Emphasizing Positive Assets • Try beginning the interview with a comment on a strength. Emphasizing Positive Assets • Try beginning the interview with a comment on a strength. • Emphasize strengths throughout the interview. • Use the interview to bring out specific client strengths.

Assessment is the process of gathering information such that the need for services can Assessment is the process of gathering information such that the need for services can be _______ and effectively ______.

Assessment How long / many pages should an assessment report be? Assessment How long / many pages should an assessment report be?

Assessment Testing Basic tools: What you need to have and why. • • • Assessment Testing Basic tools: What you need to have and why. • • • _____________ _______

Individual Plan of Service • Purpose: To take client from where they are now Individual Plan of Service • Purpose: To take client from where they are now to where they need / want to be. • Plan should contain: (a) Client’s employment goal. (long-term) (b) Clear objectives that lead to client’s goal. (short-term) (c) Specific activities. (action steps) (d) Realistic time frames. (e) Who’s responsible?

Case Documentation Purpose: To record significant information Format : SOAP S - ________ O Case Documentation Purpose: To record significant information Format : SOAP S - ________ O - ________ A - ________ P - ________ Subject vs. Objective

Families in transition The family composition may create barriers to employment and training for Families in transition The family composition may create barriers to employment and training for your client such as. Children don’t get as much attention. Spouse doesn’t get as much attention. Co-dependency issues.

Goals are different from dreams. Goals take our dreams out of the air and Goals are different from dreams. Goals take our dreams out of the air and plant them firmly in the ground. Goals are the tools we use to make our dreams come true.

Goals (continued) _____________ Goals can be short-term, intermediate, long-term. (Individual Employability Plan) Goals (continued) _____________ Goals can be short-term, intermediate, long-term. (Individual Employability Plan)

Empowerment Passive Case Management: Wait for change to happen. Good or Bad Active Case Empowerment Passive Case Management: Wait for change to happen. Good or Bad Active Case Management: Works to influence change. For the good.

Empowerment As Case Managers we must keep a careful balance among: Helping vs. Abandoning Empowerment As Case Managers we must keep a careful balance among: Helping vs. Abandoning Empowering your customers falls somewhere in between helping and abandoning.

Job readiness skills Hard skills are what allow your client to _____ a job. Job readiness skills Hard skills are what allow your client to _____ a job. Soft skills and life skills are what’s needed to _____ the job.

Job Retention Case Management Design • What can we do “pre-employment”? (Teach job retention Job Retention Case Management Design • What can we do “pre-employment”? (Teach job retention skills, improve quality of placements, build client/employer rapport) • What should we do “immediate postemployment”? Promote stabilization by: (Addressing workplace problems, ensuring access to work supports, addressing barriers)

Job Retention Case Management Design (Cont, ) • What can we do “Post-stabilization”? (Promote Job Retention Case Management Design (Cont, ) • What can we do “Post-stabilization”? (Promote advancement by: helping client get promotions, help client find a better job, assist client in getting additional education and / or training)

MOTIVATION “A Moving Cause” MOTIVATION “A Moving Cause”

Motivation The “Moving Cause” may be initiated by either ______or ________. Client motivation will Motivation The “Moving Cause” may be initiated by either ______or ________. Client motivation will require a commitment to “_______”. The change we are trying to encourage in our clients is a change in “_____. ”

Client Support Groups Job Search Post Employment Financial Management Client Support Groups Job Search Post Employment Financial Management

Trust plays a major role in the _____of services and the results we are Trust plays a major role in the _____of services and the results we are able to _____ within our case management system. If you have low trust with your clients they will question every action you take.

Trust is a function of both your personal character and your Case Management Competence. Trust is a function of both your personal character and your Case Management Competence. Trust can be both ____ and _____. Low/High -- Competence Bad/Good -- Character

Habits of an Effective Case Manager • A habit is the intersection of knowledge, Habits of an Effective Case Manager • A habit is the intersection of knowledge, skills, desire. Knowledge _____________ Skills ______ Desire _______

Effective Case Manager Habits • • • Are pro-active with their clients Begin with Effective Case Manager Habits • • • Are pro-active with their clients Begin with an end in mind Put first things first Thing in terms of win-win Seek to understand, then to be understood Constantly renew themselves in the four basic areas of life: Physical, Mental, Spiritual, Social and Emotional.

Questions You and Your Organization Need To Answer About Your Programs Case Management System Questions You and Your Organization Need To Answer About Your Programs Case Management System • Does your organization have a Program Procedures Manual? • Do you have Standardized Program Forms? • Does your organization a have well defined Client Monitoring Procedure? • Is your Assessment process providing adequate information to meet the needs of your clients?

Questions You Need To Answer About Your Case Management System • Does your organization Questions You Need To Answer About Your Case Management System • Does your organization have an Assessment Tools Library. • Does your organizations provide your clients with Job Club/Job Readiness Training (classes)? • Do you have a plan for developing jobs and employer contacts? • Do you think that you have received adequate training needed to be successful in your job as a Case Manager? Do you need more Case Management training ?

End of Presentation Call for Questions? Comments? Thank you!!! End of Presentation Call for Questions? Comments? Thank you!!!