1 Supervision: Keys to Supervision for I&A Specialists 2009 ADRC Conference September 22, 2009

2 Our Presenters… Devon Christianson ADRC of Brown County Charlene Oftedahl ADRC of Barron, Rusk & Washburn Counties

3 This session… Explore ways to support new I&A Specialists Discuss coaching & evaluation techniques Highlight ways to provide training and support professional development Creating a team

4 What are your expectations of this session? Key “Take A-Ways”? Current Challenges? ADRC opened doors within… 6months 1 year 2 years Supervisory role Size of the staff

5 I&A Specialists background Varied Experience in the profession Experience in a related field Schools County Government Other Roles in the ADRC Residential Settings Community-based Organizations

6 Backgrounds Variety is Good! Improves teams Nursing Education Counseling Recreation Work history Relating with the public In-person, home, phone

7 Backgrounds… Occupational Therapist Strength: Medical background, functional abilities focused, skilled assessors, disease process, independence focused, creative, coping skills Challenge: Boundaries training, Financial benefits, phone work, service coordination, crisis work Recreational Therapist Strength: Recreation and leisure, generalists with all disability groups, functional focused, fit in environment, wishes and desires of consumer is primary Challenge: Service coordination, Financial, phone work, lack of medical background

8 Backgrounds… Nursing Home Social Worker Strength: Strong relationship with clients and families, Medical terminology and disease, have worked with multi- disciplinary team Challenge: When have you done enough to fulfill the I&A role? Used to long term contact Mental Health Caseworker Strength: Background in mental health Challenge: Starting at the ADRC after being a case manager was difficult because you are use to being so deeply involved with your client’s lives and being more hands on that your are in a I&A Specialists role

9 Backgrounds continued School Social Worker Strengths: Interviewing and listening skills, Developmental focus, transition experience Challenges: When providing I&A things are always changing and you need to continue to the up-to-date on the latest information Case manager Strengths: Relationship building, solving daily problems, financial benefit support, Crisis intervention experience Challenges: At times it is hard not to step back and not go into the “case worker” role.

10 Hiring Recruitment Not entry level positions Interview Guidelines Interview Questions Willingness to be coached Exploration of the job Expectations of perspective employee

11 Transferring in… Is this a good fit? Customer Orientation Willingness to change and embrace a new role? Attitude Team-building Honest feedback, be fair

12 Orientation Introduction to the ADRC Introduction to the community Shadowing Coaching Identification of training needs

13 Orientation tools Resource Centered Document pdf pdf Orientation Chart ADRC of Brown County

14 Ongoing training Identification of training needs Local training opportunities Statewide training opportunities ADRC Conference WisconsinAIRS On-line options Other

15 Staff Meetings Frequency (weekly) Communication Scenarios Introduce new services Highlight changes in policies & procedures

16 Creating a team Communication Recognition of everyone’s strengths Big Picture Thinker Risk Taker Detail Oriented Mediator Make it fun Know your staff better

17 Nurturing the Team Mindful to create and maintain Nurture each other Culture development A culture that reinvests in itself Eye for the future Attitude as important as skills Every position is equally important Show respect for the entire team

18 Performance Evaluation Connection to mission Presenting positive feedback Call listening Addressing areas needing improvement Gentle but helpful way No Surprises Information in writing Using data as management tool Reading notes/documentation of customer interaction Home visits Compare averages

19 More on Performance Evaluations Use of peer review to gather information Team members Community/Professionals Data review (consistency) Long-term care functional screen Time-reporting More Responding to performance needs with Coaching & Shadowing Multi-county nuances

20 Questions?