ADEN core services Training for new ADEN Members 06/2018 Welcome to the new ADEN member orientation. We are pleased you joined the American Dream Employment Network and look forward to working with you in a project designed to better the economic future for individuals receiving Social Security disability benefits. Training for new ADEN Members 06/2018

Do you remember…..ADEN Core Services? List the five ADEN Core Services in the chat

Career Counseling -------------------- Employment Service ADEN CORE Services Career Counseling -------------------- Employment Service Job Search Supports------------------Employment Service Social Security Work Incentives Guidance-----Financial Services Financial Wellness----Financial Services Long-term Employment Supports---Employment Service ADEN has 6 core services, which all Participants can tap into. Three of the core services of ADEN are required by Social Security's Ticket to Work program and others are unique to ADEN. Not all Participants are the same so we have the flexibility to cater the services to meet the needs of each Participant. The services will be delivered by the local ADEN Member. We will be providing support behind the scenes and conduct ongoing training to ADEN Members to keep them abreast of new information and resources. From time to time, training will be hosted for Participants or Employers, which you will invited as well. There is no limit on sharing knowledge and resources with this team! To begin, Participants will receive Career Counseling. This consists of a personal visit about what you want to do in life, which often means the tasks and activities that you enjoy, that which come natural to you, and are of interest. We call this a discovery process or interest inventory. All of us benefit from this type of discussion, but we also look at what types of jobs are and will be available in the future. We don’t want you to get a job today that is predicted to be gone tomorrow. Another factor to take into consideration is the type of work that a person can physically or emotionally handle. No one chooses a disability, but we all must recognize some disability conditions may be worsened if attention is not given to the level of stamina or the type of duties associated with a certain industry. We, at ADEN, want to contribute to decisions that are fiscally responsible and healthy for the job seeker. The Ticket program was created to get jobs, it is obvious that one of the required Ticket to Work services is ‘job search and placement’. These supports includes activities such as: locating future and current job openings, assessing your skills and identifying ways to improve your skills, discussing and reviewing co-worker and supervisor relationships on the job, job shadows will be explored, and informational interviewing will be taught. ‘It takes work to find work.’ There are resources in every community that can be used, and ADEN Members will inform and encourage Participants to use these additional resources.

Providing Core Services The role of ADEN Member Members are providing the ADEN Core Services to Participant When are the Core Services Provided? Once a month contact with the Participant is required while the Ticket is assigned. More frequent services when job searching vs job stability Continues throughout the entire life of the Ticket assignment; doesn’t end when Participant is hired ADEN has 6 core services, which all Participants can tap into. Three of the core services of ADEN are required by Social Security's Ticket to Work program and others are unique to ADEN. Not all Participants are the same so we have the flexibility to cater the services to meet the needs of each Participant. The services will be delivered by the local ADEN Member. We will be providing support behind the scenes and conduct ongoing training to ADEN Members to keep them abreast of new information and resources. From time to time, training will be hosted for Participants or Employers, which you will invited as well. There is no limit on sharing knowledge and resources with this team! To begin, Participants will receive Career Counseling. This consists of a personal visit about what you want to do in life, which often means the tasks and activities that you enjoy, that which come natural to you, and are of interest. We call this a discovery process or interest inventory. All of us benefit from this type of discussion, but we also look at what types of jobs are and will be available in the future. We don’t want you to get a job today that is predicted to be gone tomorrow. Another factor to take into consideration is the type of work that a person can physically or emotionally handle. No one chooses a disability, but we all must recognize some disability conditions may be worsened if attention is not given to the level of stamina or the type of duties associated with a certain industry. We, at ADEN, want to contribute to decisions that are fiscally responsible and healthy for the job seeker. The Ticket program was created to get jobs, it is obvious that one of the required Ticket to Work services is ‘job search and placement’. These supports includes activities such as: locating future and current job openings, assessing your skills and identifying ways to improve your skills, discussing and reviewing co-worker and supervisor relationships on the job, job shadows will be explored, and informational interviewing will be taught. ‘It takes work to find work.’ There are resources in every community that can be used, and ADEN Members will inform and encourage Participants to use these additional resources.

Acceptable types of contact SSA Acceptable forms of contact include:  Phone calls Personalized emails Personalized text messages Letters to individuals In person meetings Not acceptable forms of contact: Robo-calls Blast emails Newsletters Mass Mailings

Documenting all contacts All contacts will be posted ADEN Portal under feature called Participant Services Per SSA: In Person meetings and phone call conversations will be summarized on individualized entries posted in ADEN Portal under Participant Services. Copies of email, text message, or letters will be retained as evidence of contact in ADEN Participant Services NO IMAGES IN PORTAL please Acceptable documentation of a voicemail must include: Date & time (stamped automatically by ADEN Portal when immediately posted) Phone number called and the message left Training on Documenting Services is Core C.

1. Who provides the Core Services? Checking in…… 1. Who provides the Core Services? ADEN Member The Ticket Call Center rep ADEN Director 2. When are these Core Services provided? Only when the ADEN Participant is unemployed. Only after the ADEN Participant starts a new job. Throughout the entire time the Ticket is assigned. Whenever the Member gets around to calling the Participant. ADEN has 6 core services, which all Participants can tap into. Three of the core services of ADEN are required by Social Security's Ticket to Work program and others are unique to ADEN. Not all Participants are the same so we have the flexibility to cater the services to meet the needs of each Participant. The services will be delivered by the local ADEN Member. We will be providing support behind the scenes and conduct ongoing training to ADEN Members to keep them abreast of new information and resources. From time to time, training will be hosted for Participants or Employers, which you will invited as well. There is no limit on sharing knowledge and resources with this team! To begin, Participants will receive Career Counseling. This consists of a personal visit about what you want to do in life, which often means the tasks and activities that you enjoy, that which come natural to you, and are of interest. We call this a discovery process or interest inventory. All of us benefit from this type of discussion, but we also look at what types of jobs are and will be available in the future. We don’t want you to get a job today that is predicted to be gone tomorrow. Another factor to take into consideration is the type of work that a person can physically or emotionally handle. No one chooses a disability, but we all must recognize some disability conditions may be worsened if attention is not given to the level of stamina or the type of duties associated with a certain industry. We, at ADEN, want to contribute to decisions that are fiscally responsible and healthy for the job seeker. The Ticket program was created to get jobs, it is obvious that one of the required Ticket to Work services is ‘job search and placement’. These supports includes activities such as: locating future and current job openings, assessing your skills and identifying ways to improve your skills, discussing and reviewing co-worker and supervisor relationships on the job, job shadows will be explored, and informational interviewing will be taught. ‘It takes work to find work.’ There are resources in every community that can be used, and ADEN Members will inform and encourage Participants to use these additional resources.

Checking in…. True or False: You can use a text message for contact. True or False: You can send an email and document this type of contact by saving a copy of email to Participant Services (NO IMAGES). True or False: If you leave a voicemail, you do not need to document your attempt to contact. ALL contacts (whether delivered services or attempted to make contact) are to be documented in: ADEN Portal under Notes ADEN Portal under Participant Services ADEN Portal under Meetings

career counseling and job search Welcome to the new ADEN member orientation. We are pleased you joined the American Dream Employment Network and look forward to working with you in a project designed to better the economic future for individuals receiving Social Security disability benefits.

Career planning and job search services….. What are examples of Pre-Employment Services?

Examples of employment services

ADEN Employment Services and Financial resource guide The Employment Services and Financial Resource Guide is emailed to the Participant by ADEN Director when the Ticket is assigned. The Guide is found in ADEN Site, Member Resource List, click on Employment Services and Financial Resource Guide ADEN Job Board For Members only. Found in Member Resources Job postings and notices posted Welcome Message Let’s take a look at the Guide and the Job Board

Checking in….. Who gives the Participant the Employment Services and Financial Resources Guide? The Participant finds it on the ADEN website The ADEN Director emails it to the Participant in the Welcome email The ADEN Member gives it to the Participant when the Participant signs the IWP Give an example of type of information you can find on the Employment Services and Financial Resources Guide Where does a Member find the Employment Services and Financial Resources Guide?

Ongoing long-term employment services (post-employment)

Shift from job search to Employment maintenance and career advancement Long-term supports promote stability and career advancement, as well as economic security. Documentation of these ongoing employment supports are posted by ADEN Members for the respective Participant Flyer on Post-Employment Services in ADEN Resources Ticket program payments require the Participant to work at certain level of earnings (initially Trial Work level and then Substantial Gainful Activity level); so all of the payments occur after Participant is employed.

Examples of post-Employment Services... What are examples of services once Participant is employed?

Post employment services

More post-employment services

Financial services

Building A Better Economic Future Financial wellness covers a variety of financial topics. Not practical for ADEN Member to be an expert on each of these topics. Understanding SSA disability benefits and other federal benefits can be very complex. Most federal benefits come with program rules that are impacted by income or resources; and this is why accurate and current information is critical. Participants need to be reminded to always check about the impact it may cause to various government benefits, with ADEN Member support as needed. ADEN Participants need to be aware of program rules and caution should be taken when using generic products. Since financial wellness covers a variety of financial topics, it is impractical for each ADEN Member to be an expert on each of these topics. For most related subjects, we will provide a list of resources, including archived webinars produced by NDI, for you to be aware of and supply to each Participant. As new information or tools appear we will direct your attention to such products. This list of resources will be posted on the ADEN website. For the subject of benefits planning and work incentive guidance, our vision is that ADEN Members will commit to having one person trained and competent in this area. It is anticipated benefits planning and work incentive guidance will likely be the greatest and most frequent specific service needed. Certified work incentive counselors at ADEN Administration will train and support ADEN Members in this area.

ADEN Financial Services noted on the IWP 1. Financial Resources listed on Employment Services and Financial Resources Guide found in ADEN Resources Given to each Participant when Ticket is assigned via email sent by ADEN Director (another reason why Participants need an email so they can receive this resource) Lists recommended resources on the internet 2. Referral to Financial Services from professional providers Optional service for Participant who experience financial hardship (not limited to make a referral at time of IWP; you can be refer at any time seems appropriate) Refer Participants to free services from a certified financial coaches or from a reputable provider, such as Consumer Credit Counseling agency

Where find professional financial service providers Local certified professional is preferred provider and best option. You may need to research this with Participant National Consumer Credit Counseling locator If no local provider, then refer Participant to: Guidewell Financial Solutions, a reputable provider of financial services with qualified personnel that offers services that provides virtual services and is a partner with ADEN. For details on how to contact and service, plus service areas, refer to the Member Resource called Guidewell Financial Solutions

ADEN Financial Services Includes Benefits Planning & Work Incentive Advisement ADEN Members commit to have one person trained and certified in benefits planning and work incentive guidance. ADEN provides information that will enhance ADEN Members knowledge of SSA disability benefits and work incentives Core B is an introduction to SSA disability Benefits and Work Incentives Advanced Training for certified Work Incentive Practitioners Information about certification from Cornell University is posted ADEN Resources The ADEN IWP identifies who is providing this advisement Internal by certified ADEN Member External by certified personnel

Checking in….. Which of these financial services are examples of what a Member would be required to provide if the Participant indicates a need (more than one answer)? Budgeting money Referral to local financial literacy class Referral to Guidewell Financial Solutions A personal introduction to local bank or credit union Which of the following statements from a Participant could lead you to suggest the Participant call a local financial expert or refer to Guidewell Financial Solutions? “My youngest daughter is experiencing some challenges at school.” “We got denied a car loan because we have bad credit.” “Despite having this new job, I cannot get all the bills paid on time.” “Someday I want to be a home owner.”

Next steps Take 10 minutes and print out the Employment Services and Financial Resources Guide and review it Don’t forget about ADEN Job Board and other tools Attend Core B Training That concludes our training today. The next steps include: Sign, scan and email Kevin SSA 222 form Start the completion of suitability and security clearance request by proving information to Kevin. Join the next schedule ADEN Huddle Join upcoming Core Services training

Contact US ADEN Co-Directors Mary Lynn ReVoir Kevin Nickerson mlrevoir@ndi-inc.org knickerson@ndi-inc.org 202.765.2373 202.798.1691