PURPOSE. Review Case Management Best Practices Borrows from DOL Funded Case Management Training Manual (2007): Toolkit For Effective Front-Line Services To Youth Applies to Both and Adult Services Applies to Discretionary and Formula Services. Definition from the WIA.
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WIA Sec. 101
Questions to ask: Does each participant have a service strategy? Does it provide for a comprehensive set of activities?
Question to ask: Does the strategy include career counseling (long term) as well as job placement (short term)? Does case management continue after placement?
Administrative Roles and
Direct Service Roles
To design an service delivery approach that assures the necessary services areprovidedin the most effective way
To empower case managers to:
obtain the services needed,
work flexibility, and
To revise ways of operating if they are not working to the participant’s best interest
To accomplish the program and funding source’s requirements and objectives
As a rule, no single agency is equipped to provide the range of services required for individual goal achievement.
Dynamic partnerships are essential for both the administrative and the direct service roles.
Question to ask: Do the records contain all these types of documents and are they well organized?
Question to ask: How are the grantee’s records being
utilized to develop strategies for serving the participants, if at all?
Incorrectly called an assessment
Work with and for the Participant:
To identify participant’s strengths and needs
To translate these into a set of goals
To develop a plan of action (ISS or IDP)
To access and coordinate resources
To provide a “customized” set of services
To keep participants engaged and focused
To develop the participant’s capacityfor independent functioning in the future
To maintain complete, accurate records that are useful for coordinating services
To accomplish the participants’ goals
To follow the program’s guidelines
I) Intake & Assessment
II) Service Planning
III) Service Provision
I)Intake: Begins with enrollment and meeting eligibility requirements
Assessment: Helps program staff with identifying appropriate short and long-term goals in service planning
* Meaningful service planning cannot occur in the absence of effective assessment practices.
- strengths and assets
- abilities, aptitudes and interests
- occupational and employability levels.
Question to ask: Is there a career assessment and does it get at abilities, aptitudes and interests? Is it used to develop career goals and strategy?
Question to ask: Are non-career assessments used, such as tests of academic skills, and is this information utilized?
Informal Assessments– less intimidating but more subjective
II) Service Planning: An on-going
process between the CM or CM Team and the client that is goal-focused.
CMs ensure Individual Service Strategies (ISS) are current and that the services being provided are according to the plan.
and goals for overcoming barriers to success
Jim’s long term-goal is to obtain employment as an automobile mechanic by July 2010.
Jim’s short term objective is to successfully complete a Jones Community College automotive technician certificate program by May 2010.
Jim will prepare a resume and get a good job.
III) Service Provision:
Based on the long- and short-term ISS goals
Utilizes external resources as well as internal
Under WIA, the following must be made available for youth participants based on the objective assessment of needs
Adult mentoring for 12 months
Follow-up services—full range
Comprehensive guid- ance and counseling, and referral
Leadership develop- ment
Occupational Skills Training
High school diploma
GED or other recognized equivalents
Recognized skills standards
Licensure or industry-recognized certificates
Two Types of Follow-up:
Follow-up for reporting and tracking purposes
Follow-up services and activities after placement in a job or educational program to facilitate retention
CM provides support during a critical phase, reinforces skill development, and aids retention after placement in employment or education
Trumps all else.