The Family Development Matrix Pathway Project Matrix Outcomes Model

Our Goal To provide Family Resource Centers with assessment and data information resources that improve outcomes for children and families.

Project Contacts Jerry Endres Zuleima Arevalo M.S.W. M.S.W. Matrix Outcomes Model jendres@csumb.edu 530-938-3867 Zuleima Arevalo M.S.W. Database Trainer zarevalo@csumb.edu 831-607-9477 COLLABORATIVE COORDINATOR AGENCY COORDINATOR

Training Outcomes Shared understanding of the Family Development Matrix Ability to complete a client assessment and identify family strengths Ability to identify interventions and create a family empowerment plan Ability to track case management activities and assess family participation Shared understanding of case management protocol Access to the Matrix database

Theory of Change Intervention Worker Family Program Intervention Case Management Activity Family Family Participation Follow Empowerment plan Address Barriers Increase Level of support

What is the Family Development Matrix? An assessment tool for measuring change over time in a family’s situation Provides a focus on strengths and outcomes Demonstrates what difference services have meant to the family A means to track case management and family empowerment plans A method to build relationships and support the family strength-building relationship

Family Focused Model The Matrix is a tool built on the Principles of Family Support. The family has central, active role in determining their goals and taking steps toward achieving their goals.

Change Model AWARENESS…Family sees the situation from a strengths perspective. SKILLS…Family has the knowledge, skills and ability to move toward self-selected goals. MOTIVATION…Rewards and benefits for change outweigh challenges or obstacles that prevent family from achieving goals. MAINTENANCE…Family is using strengths for self-reliance and maintaining that status level.

Matrix Structure Outcome categories Measurement indicators Status level indicators Assessments over time to demonstrate change

Status Levels Safe/self sufficient Stable At Risk In-crisis

Working from Strengths All people possess strengths that can be used as a foundation to improve quality of life Emphasizing strengths fosters motivation to change Exploration by the worker and family helps discover strengths that can be applied to the current situation Focusing on strengths helps families see how they’ve managed other difficult situations Assessment Visit Summary guides strength-based conversation

Benefits of Using the Matrix Strength-based model Creates partnership with family Facilitates family ownership of their efforts Helps families develop life skills for problem solving, goal setting, decisions and actions Over time, documents opportunities, obstacles, and progress

Matrix Assessments Over Time FOUR STEP ASSESSMENT PROCESS Baseline or initial assessment Additional (based on protocol) Ongoing empowerment plan Case management activities Tracking family participation

Assessment – Building a Relationship with the Family Goal: To better understand the family’s situation to identify strengths and areas of concern in order to build a plan of action Key to success: Be familiar with the meaning of each outcome indicator and status level.

Building A Relationship Acknowledge that the family is the expert in their own situation Use Matrix indicators to restate what you heard and check for understanding Reach mutual agreement on status level selection Helps family better understand their situation

Prepare for the Assessment Prepare the client folder with case management forms Introduce the FDM to the family Explain how FDM worker can help identify areas to work on Explain how the FDM organizes action planning Explain the role of the FDM case management

Prepare the Client Folder Consent Form FDM Assessment Tool Visit Summary Intervention Glossary Family Empowerment Plan Case Management Forms Case Management Intake Form and Checklist Evaluate Interventions and Family Participation

Conduct the Assessment Find someone to pair with: Family Worker Client Family Read the case study Worker uses probing questions and core indicators to assess client Conduct Assessments

Interventions Target one or two intervention areas with the family • Review program interventions • Create an intervention as needed • Use the intervention in the Family Empowerment Plan

Develop a Family Empowerment Plan The discovery process is where the worker and family members discuss what they plan to accomplish The family is involved throughout by selecting areas to work on, setting goals and clarifying roles and responsibilities and following through

Protocols and Codes Protocols tell you when and how to conduct the assessments Codes identify the participant in the system and are used to retrieve data for analysis

Analyzing Data Status level change based on time in program Compare baseline to current quarter Data Tables and Graphs

Next Steps Agree on data entry start date “Go Live” Establish technical assistance needs

On-going Support On-site agency and collaborative support through training and technical assistance Conference calls and webinars with coordinators on specific topics

Integrating the Matrix into Your Agency Culture “Change is always a threat when done to me; but it can be an opportunity when done by me.” Rosabeth Moss Kanter, Reinventing Change, (Transition to next slide to talk about day two).