Learning Session #3 December 7-8, 2017 Berkeley, CA Stuart opens

Welcome to day two!! Session starts at 8:30am

Revisiting the big picture Focus on Implementation Planning Leslie Ann

Implementation is a Process: Strengthening Systems for Social Impact Implementation Capacity & Performance (people, processes, using data, active and engaged partnerships) Evidence-Based, Effective Strategies Local Capacity & Practices for Active Implementation Supportive and Efficient Child & Family Service Systems Improved safety, permanency & wellbeing for children, families, communities COMPLEX, SHIFTING CONTEXT Leslie Ann Implementation Capacity is about people, processes, using data, partnering. Then that implementation capacity has to perform – it has to be active, so that the system (people and practices) are facilitating implementation. All this occurs in complex, shifting contexts – staff transitions, new programs and policies, etc. So think of all this “what it takes” as an intervention for the system over time. Implementation Math adapted from: Fixsen, D., Blase, K., Metz, A., & Van Dyke, M. (2013) Statewide implementation of evidence-based programs. Exceptional Children, 79, 213-230. Aldridge & Boothroyd (2016, April)

“What it Takes” for Implementation A focus on People matters. A focus on the Organization matters just as much if not more. Leadership for change lives at multiple levels. Supporting use of the practice model is a deliberate, ongoing Process. First, let’s remind ourselves of ‘What It Takes” for effective implementation… We know that getting to outcomes is not as simple as designing the CPM (“the WHAT”). The process of supporting use of the CPM (“HOW”) is just as, if not more important, for creating supportive systems and improving outcomes. The DI Development Circles are based on what we know from implementation science and practice about “what it takes” for effective implementation. READ

How DCs Support “What It Takes” for Implementation A focus on people matters. Workforce Development (Training, Ongoing Coaching for all staff) A focus on the organization matters just as much if not more AND Leadership for change lives at multiple levels. Organizational Readiness Building (Linked Leadership and Implementation Teams, practices to strengthen organizational climate) Engagement, Relationships, and Partnership Supporting use of the practice model is a deliberate, ongoing process. Quality, Outcome, and System Improvement HOST What does this mean for what we’re doing with the DCs? Purposefully integrated this notion (from previous slide) into the selection of DC topics. Building competence to implement the CPM in the people who deliver the work. Both organization & leadership are also essential for CPM to get on the ground; includes strengthening linked leadership & implementation teams. We also don’t do any of our interventions in isolation from the community and other partners to help children & families thrive; implementation of CPM relies on alignment of those same values, behaviors and principles with those who collaborate with child welfare services. QOSI focuses on building capacities for gathering & understanding and using data to know what’s happening with implementation and how change may be impacting outcomes over time.

County Implementation of the CPM Building Statewide Capacities to Implement the CPM Directors Institute Development Circles (DC): DCs are designing and testing the feasibility, utility, and versatility of resources and tools that COUNTIES can then use to understand and build their own readiness and capacities for implementation. The process of CPM implementation belongs to each County. DC resources and tools address core implementation capacities: Organizational Readiness Building Partnership & Engagement Workforce Development Quality & Outcomes for System Improvement County Implementation of the CPM Readiness Strengthen Teams & Processes Deliver and Support CPM Learn, Improve, Embed Core Practice Model CONTEXTS Process of Implementation Process of Implementation Process of Implementation Process of Implementation “Where are we in our local process of implementation? How can we strengthen our capacities and leverage these resources?” Renee We can zoom in on the role and contributions of the Development Circles (CLICK) [read the yellow box] Anticipating the work ahead for quality implementation (in a kind of pre-implementation way), DCs are exploring and building products that will assist counties to install structures and processes critical for implementation that are often skipped, rushed, and need more attention. So the work of the DCs is not necessarily directly part of any County’s process of implementing the CPM – that is theirs. Instead, the DCs are playing critical roles to assist counties in being able to effectively carry out this important, evidence-informed implementation work.

Overall Approach to Implementation Planning Builds from local realities & readiness Focused on outcomes Dynamic ongoing process Leslie Ann Offers support & guidance along the way

CPM Implementation Planning: Setting Your Course What Supports Do We Need? How Do We Measure Progress? How Can We Build Our Capacities? How Do We Get There? What Changes Do We Want To See? Where Are We Now? (Snapshot) What Changes Do We Want to See? (Short-Term Outcomes) How Do We Get There? (Plan) How Can We Build Our Capacities? (Tools) How Will We Know We’re There? (Data/Measures) What Will Support Our Progress? (Support Request) Where Are We Now?

CPM Implementation Planning: 3-Part Process Tools for Planning Self Assessment Examine current reality Interpret the results Where Are We Now Snapshot Identify critical priorities to address Define what success looks like Plan the steps to get there Implementation Planning Implementation Plan Template Leslie Ann We’ve structured a 3-part process to help you step through CPM Implementation Planning over the next few months. Just like good social work, it starts with assessment, proceeds to outcome-oriented planning and concludes with identifying what it will take to support success. The first part of the implementation planning process is to gain a better understanding on your county’s starting point. What capacities are in place to support quality implementation of CPM? Are there aspects of CPM that are already underway? What else is happening in your county environment that relates to launching or advancing the Core Practice Model? You’ll want to gather this view from a variety of perspectives to ensure it accurately reflects the current realities in your location. The findings of the “Snapshot” can then be interpreted to help determine where to focus your county’s CPM implementation planning energies. We’ll spend some time tomorrow practicing how to lead your county team through the Snapshot process. The 2nd part involves the decisions to be made based on the results of your assessment: identifying critical priorities to address, defining what success looks like, and mapping out the work that needs to be done to get there. The tool involved is the Implementation Plan template—which you’ll learn more about tomorrow. The 3rd part is considering what supports you may need along the way. This includes selecting various tools & resources generated by the Development Circles that are relevant for the kinds of efforts your county is pursuing to get CPM going in your location. For example, your county’s focus for 2018 may be on training and coaching, so many of the tools from the Workforce Development DC will be a fit. In addition, technical assistance on using some of these tools or completing any of the stages of implementation planning itself can be requested through a single point of contact for each Region. We’ll also have a session tomorrow to engage all of you in helping us shape what those supports should look like. Identify support needs Select tools & resources from CPM Impl. Toolkit generated by DCs Submit support request to regional point of contact Support Request Supporting Success CPM Implementation Toolkit

Implementation Planning Guide Instructions and Templates for Guiding CA CWS Directors Through CPM Implementation Leslie Ann In addition to what you’ll learn through our shared learning forums…we’re also developing a written guide to accompany this process that will be available on the CalSWEC website as a reference for guiding you and your county teams through the planning process. COMING SOON…

Implementation Planning Guide PART ONE: CPM Implementation Snapshot: Where Are We Now? An assessment and analysis tool focusing counties on four key aspects of CPM readiness and capacity building. Leads to prioritizing of next steps. Leslie Ann

Implementation Planning Guide PART TWO: CPM Implementation Plan: How Do We Get There? Prompted by priorities identified in the Snapshot, counties select short-term outcomes matched with implementation objectives, action steps and timeframes. Leslie Ann

Implementation Planning Guide PART THREE: CPM Implementation Support: What Will Support Our Progress? A process for identifying—and requesting—key regional supports to help carry out counties’ CPM Implementation Plans. Leslie Ann

CPM Implementation Planning: 3-Part Process Guidelines Segment Self Assessment Examine current reality Interpret the results Where Are We Now Snapshot Identify critical priorities to address Define what success looks like Plan the steps to get there Implementation Planning Implementation Plan Template Identify support needs Select tools & resources from CPM Impl. Toolkit generated by DCs Submit support request to regional point of contact CPM Impl. Toolkit Leslie Ann Supporting Success Support Request

Where Are We Now Webinar Who Participated in Webinar? Who Participated in ‘Warm-Up’ Exercise?

Benefits of Knowing Your Starting Point Supports paying attention to key factors related to readiness for and building quality implementation Helps customize your focus for implementation planning purposes Helps your team ‘get on the same page’ Raises awareness of current realities—strengths and opportunities for growth Suggests ways to engage leadership team in contributing shared perspective to collectively gauge where things are Helps identify team configuration for CPM implementation leadership and day-to-day oversight CPM Renee

Value of Local Engagement Brings people along in what’s happening by involving them early Opportunity to link Development Circle work to self-assessment process Models CPM Leadership Behaviors related to teaming, assessment and engagement Allows time to consider who needs to be at the table to generate an objective assessment of where we are now Renee Review the Snapshot with staff in your county who are participating in the Development Circles. Encourage them to identify connections between the areas where your county may need support and the tools & resources forthcoming from the DCs.

CPM Implementation Snapshot: Where Are We Now? “County Logistics” 5 items Core Elements of Quality Implementation Organization and Leadership 9 questions: Strategic Direction – Leadership – Resources – Teaming for Implementation – Communication Workforce Development 9 questions: Recruitment/Selection – Training – Coaching – Supervision Using Data for Understanding & Improvement 7 questions: Data Availability – Data Utilization – Logic Model – Evaluation Strengthening Partnerships for Systems Change 16 questions: Engagement – Relationships – Partnership TOTAL: 46 items Renee The Snapshot is about taking a close look at your county’s current circumstances. Where are you now in the main dimensions of quality implementation of CPM? What organizational structures are in place to lead, support and monitor getting CPM on the ground? How ready is our workforce for CPM? How is data being used to monitor implementation and its impact on outcomes? What partners are essential for CPM implementation and how are they involved? For all these areas--what efforts are already underway and where is more attention needed? These are the kinds of questions you’ll be looking at when your team conducts its self-assessment.

CPM Implementation Snapshot Touring the Snapshot Questionnaire… CPM Implementation Snapshot Sustainability Assessment Tour image Let’s switch out of the slides now and take a look at the actual assessment tool. SWITCH TO DOCUMENT Quick scroll through by section; then overview of Scoring & Analysis

Peer Perspectives: Lessons Learned from County Snapshot Experiences Thank You to Our “Tester” Counties: Mariposa – Baljit Gill Tuolumne – Cori Allen Renee/Leslie Ann

Let’s Hear from and Learn With You What was it like to engage in this Snapshot process? What kinds of preparations helped you or did you learn in retrospect would have been helpful? How did you find the process of scoring and analysis? What insights from your county’s readiness for implementing the CPM did you learn from completing the Snapshot? Renee/Leslie Ann

Tuolumne’s Snapshot Process: Focus Group Cori

Tuolumne’s Snapshot Process: Mapping Cori

Tuolumne Snapshot Process: Caregiver & Staff Responses Cori

Questions for peers?

Facilitators at your table will lead you through the discussion… Warm Up Exercise: What Will it Take to Host the Snapshot Process in Your Location? Facilitators at your table will lead you through the discussion… Leslie Ann

WARM-UP EXERCISE (Table Talk) Getting ready to introduce/conduct SNAPSHOT in my county, Generally, how would we describe where we are in the process of implementing the Core Practice Model (CPM)? What does full implementation of the CPM mean to us? How can this Snapshot help us understand and strengthen our local efforts to implement CPM? Who needs to be involved in the process of completing the Snapshot questionnaire for our county? What would they need to meaningfully contribute to completing the Snapshot for our county? What’s a first step we could take locally to “get ready” for completing the Snapshot? Leslie Ann

BREAK Please return by 10:30am

Scenario-Based Practice: A Snapshot Scoring & Analysis Exercise Using scenario handout at your table, practice leading the Snapshot process Facilitators will guide you through the exercise and discussion Whole group reflection at 11:20am

? ! Reflections & questions?

Directors’ Road Map Extended IMPLEMENTATION CAPACITY BUILDING ASSESSMENT & TEAMING PLANNING LAUNCH Directors’ Webinar Mapping CPM Sept 21 Directors’ Webinar CPM Impl. Snapshot Nov 6,8 LS#3 Dec 7-8 LS#4 TBD Leading Edge #1 DCs Meet Oct 30 Leading Edge #2 Leslie Ann This timeline is similar to what you may have seen before, but we’ve rolled out the calendar to Mar of 2018 to see a little farther ahead. We’re calling this the “Director’s Roadmap Extended” There’s been lots of activity during the last few months [CLICK]…which brings us to where we are today [CLICK] So, where does CPM Implementation Planning fit into the overall “Roadmap” for the Director’s Institute activities? [CLICK] Began preparations with introduction to Snapshot during Nov webinar Many of you began engaging your local teams, using the information from that Webinar. [CLICK] Now, you’ve all had a chance to learn more about the Snapshot this morning including how to complete the Snapshot learning from peer counties who have ‘tested’ it out in their locations as well as practicing analyzing the results in working with the scenario. We’re hoping you’re feeling ready to proceed with completing the Snapshot with your local teams when you return to your counties. We’ll be providing support along the way [CLICK] as you develop your Snapshots and later today we’re going to have you gather regionally to talk more about what that support should look like throughout the planning process. Directors will re-convene in late in the first quarter of 2018 [CLICK] to check in on how plans are progressing and hear about early implementation activities, lessons learned and reaffirm regional support needs. As we look at the 2nd part of the Implementation Planning process after lunch: developing your implementation plan, we’d like to gain your feedback about what kind of webinars or other support will be helpful to you throughout these months when you’ll be developing your plans. RTA/Faculty Support Sept Oct Nov Dec Jan Feb Mar Apr 2017 2018

Directors’ Extended Road Map IMPLEMENTATION CAPACITY BUILDING ASSESSMENT & TEAMING IMPLEMENTATION PLANNING Participate in capacity building webinars for Directors. Facilitate feedback loops between your county’s CWS leadership team and DC representatives. Disseminate issues of “Leading Edge” to stimulate discussion with CPM stakeholders. Provide leadership support for DC activities occurring in your county (e.g. testing tools). Join Nov Webinar to learn about CPM Impl. Planning with focus on Self-Assessment phase. Engage CWS leadership team in getting ready for CPM Implementation Planning. Following LS#3 lead CPM Implementation Snapshot with stakeholders. Use Snapshot to build your county’s CPM Implementation Plan. Select tools & resources relevant to your county’s plan. Make implementation support requests to RTA. Reminder about what has happened so far in Implementation Capacity Building and Assessment & Teaming.

LUNCH!! Please return by 12:45pm

From snapshot to outcome-oriented case planning Connecting the dots From snapshot to outcome-oriented case planning

CPM Implementation Planning: 3-Part Process Tools for Planning Self Assessment Examine current reality Interpret the results Where Are We Now Snapshot Identify critical priorities to address Define what success looks like Plan the steps to get there Implementation Planning Implementation Plan Template Identify support needs Select tools & resources from CPM Impl. Toolkit generated by DCs Submit support request to regional point of contact CPM Impl. Toolkit Leslie Ann Supporting Success Support Request

Implementation Planning Guide PART TWO: CPM Implementation Plan: Where Are We Going? Prompted by priorities identified in the Snapshot, counties select short-term matched with implementation objectives, action steps and timeframes. Leslie Ann

CPM Implementation Planning: Setting Your Course What Supports Do We Need? How Do We Measure Progress? How Can We Build Our Capacities? How Do We Get There? What Changes Do We Want To See? Where Are We Now? (Snapshot) What Changes Do We Want to See? (Short-Term Outcomes) How Do We Get There? (Plan) How Can We Build Our Capacities? (Tools) How Will We Know We’re There? (Data/Measures) What Will Support Our Progress? (Support Request) Where Are We Now?

Implementation Planning Decisions What are our priorities for local CPM implementation planning (from Snapshot) What changes do we want to see? (Short-Term Outcomes) What is our Implementation planning horizon? What Action Steps need to be taken? Who is the responsible leader or team? What is the target date? What will support our progress? (Tools & Resources) Leslie Ann

Step #1: Where Do We Start? Create teaming structure to guide CPM implementation Train all CWS staff on CPM practice behaviors Create a CPM logic model Orient resource families, behavioral health partners & out-stationed public health nurses to CPM

Step #2: What’s Our Planning Horizon? 3/15/18 6/30/19

Step #3: What Changes Do We Want to See? Child and Family Practice – outcomes related to direct practice interactions with children, families and their support networks Partnership – outcomes related to collaboration with external partners to deliver services and supports that meet the needs of the children, families and communities served Agency/System – outcomes related to leadership, organizational readiness-building, and workforce development and support in implementing and sustaining the Core Practice Model

Step #3: What Changes Do We Want to See? X X X

Step #3: What Changes Do We Want to See? X X X X

Step #4: How Do We Get There? (…while building capacity) Train all CWS staff on CPM practice behaviors SW’s and Supervisors have received training in the knowledge and skills required for applying the CPM Practice Behaviors as part of an integrated local practice which aligns CPM and other local initiatives Practice Profiles Orient staff to CPM philosophy, purpose, value. CPM Team Feb 2018 Use practice profiles to coordinate with training resource to set curriculum priorities Training Team Mar 2018

Seeking Volunteers to Try Out Plan Template Great benefit from testing Snapshot Would like to test the Implementation Plan to inform refinements & further guidance Develop content for Webinar based on testers experience Are there a few interested Counties?

BREAK Region Room Northern Amador Bay Area Quarter Deck Central Mariposa Southern BREAK Head to your Break Out rooms by 1:30pm

What’s next 2018 Timeline

CPM IMPLEMENTATION PLANNING 2018 Directors’ Road Map CAPACITY- BUILDING ASSESSMENT TEAMING CPM IMPLEMENTATION PLANNING ONWARD! Nov Dec Jan Feb Mar Apr Webinar Messaging CPM Jan 25` Webinar Logic Modeling Webinar Using WD Tools Directors’ Webinar CPM Impl. Snapshot Webinar Using ORB Tools Webinar Using ERP Tools Webinar CPM Impl. Plan Revise with decisions made earlier around approx. dates. LS#3 Dec 7-8 Berkeley LS#4 Early April Leading Edge #2 Leading Edge #3