Transitioning to an ADRC: Assessing Readiness and Making the Change 2008 ADRC National Meeting Boston, Massachusetts October 2, 2008

© Ingenix, Inc. 2 Our Session  Introduction of Panelists and Programs  Overview of Readiness Assessment Survey  Readiness Assessment: State Experiences  Discussion/Q &A – Panelists and Participants

© Ingenix, Inc. 3 Panelists  Nancy Field ADRC Program Director NJ Aging and Disability Resource Connection  Sabrena Lea Access Coordinator/ADRC State Planner NC Aging and Disability Resource Center Program  Amanda Schroeder Director of Community Resources OH Area on Aging 3, Inc. Organizer  Barbara Ettner The Lewin Group

© Ingenix, Inc. 4 The Readiness Assessment Tool Purpose  To assess an organization’s capacity to perform required ADRC functions

© Ingenix, Inc. 5 ADRC Required Functions  Awareness & Information  Public Education  Information on Options  Assistance  Options Counseling  Benefits Counseling  Employment Options Counseling  Referral  Crisis Intervention  Planning for Future Needs  Access  Eligibility Screening  Private Pay Services  Comprehensive Assessment  Programmatic Eligibility Determination  Medicaid Financial Eligibility Determination  One-Stop Access to all public programs CONSUMER ACCESSASSISTANCE AWARENESS & INFORMATION

© Ingenix, Inc. 6 Accessing the Readiness Assessment Survey  Available on the internet at the TAE website

© Ingenix, Inc. 7 The ADRC-TAE Online Readiness Assessment Tool was designed by The Lewin Group to assist organizations in evaluating their readiness to perform the key functions of Aging and Disability Resource Centers (ADRCs). The Tool provides immediate feedback regarding organizational capacity to perform key functions and links to online resources that describe program characteristics, operations and capacity required of ADRCs. Try it now!ADRC-TAE Online Readiness Assessment ToolTry it now!

© Ingenix, Inc. 8 ADRC-TAE HomeADRC-TAE Home Survey Home Survey Start Page Edit Background InformationSurvey HomeSurvey Start PageEdit Background Information Aging and Disability Resource Center (ADRC) Readiness Assessment Password: Welcome Welcome to the ADRC Readiness Assessment. The Lewin Group designed this assessment to assist organizations in evaluating their readiness to perform key functions of Aging and Disability Resource Centers (ADRCs).

© Ingenix, Inc. 9 ADRC-TAE HomeADRC-TAE Home Survey Home Survey Start Page Edit Background InformationSurvey HomeSurvey Start PageEdit Background Information The assessment is: Easy to use--click on the responses that most accurately describe the present status of your organization or agency Confidential--all information is password protected and available only to the user Informative--assesses organizational readiness in seven functional areas of ADRCs and many of the questions include links to additional information or resources about those items Responsive--results are evaluated and immediate feedback is provided Convenient--the survey takes about 30 minutes to complete and, if necessary, you can save your work and come back later.

© Ingenix, Inc. 10 The On-Line Readiness Assessment Survey – Three Easy Steps  Step I -- Provide basic background information about your organization and create a unique password. This will ensure the confidentiality of your responses and will enable you to save your survey and return to it in the future, if needed. The password you create will also be required to access your ADRC Readiness Assessment Results which will appear after you have submitted the completed survey for analysis.

© Ingenix, Inc. 11 Step II -- Complete the ADRC Readiness Assessment Survey. The survey asks you to provide information about your organization in seven key functional areas of ADRCs: 1. Organization and Governance 2. Personnel Management and Training 3. Service Delivery and Operations 4. Outreach and Marketing 5. Information Technology and Management Information Systems (IT/MIS) Capacity and Support 6. Partnerships 7. Evaluation and Monitoring

© Ingenix, Inc. 12 Step III— Review your responses and submit your completed survey for analysis.  Results & Feedback After the completed survey is submitted, your ADRC Readiness Assessment Results will appear on the screen. These Results will detail your organization's level of readiness in the main areas covered in the survey and offer links to resources that may help your organization build capacity in these areas.

© Ingenix, Inc. 13 Accessing the Readiness Assessment Tool  Available in booklet form—items are organized into sections just like the web-based tool -- each section is completed and scored manually -- provides feedback -- list of resources requests for booklets to: or

© Ingenix, Inc. 14 From Readiness Assessment to Transition Changing program philosophy  From experts working in specific disciplines To experts working in collaboration with other experts – where the consumer is the focus Changing program focus  From eligibility, programs, procedures To holistic, consumer-oriented approach