Occupational Case Management Rrecord Consulting Services Managing Performance 4/24/2017 Promoting Job Seekers Through Occupational Case Management Rick Record Rrecord Consulting Services www.rrecordconsult.com Our Programs provide opportunities for those hard-to-serve populations including people with: Disabilities Limited English proficiency Veterans Ex-offenders Homelessness Agency challenges include: Securing additional funding Networking with employees to hire their customers Getting clients to keep appointments Program promotion and recruitment Working with the barriers that face the ex-offender population Childcare Language barriers Staff turn-over The mission of RCS is to provide quality cost effective training and technical assistance to the workforce development community that will enhance service delivery and influence positive outcomes. EDD WID Local Training Response Unit

www.rrecordconsult.com – Rick Record Managing Performance Engagement Plan 4/24/2017 Assessment- Red Flags, Referrals, Documentation Occupational Tracks- Business, Medical, Construction, etc. Walls and Set-backs- Re-engagement, Transition issues Program Exit - Reducing unwanted exits, exit from the program Retention Strategy - Income Improvement and Career Enhancement Assessment: Red Flags – identify issues that prevent participants from participating. Referrals – to deal with issues that need to be addressed. Documentation – to document case management efforts Occupational Tracks: Case load strategies – effective and efficient case mgmt approaches Occupational Group case mgmt – targeted approach to case mgmt Walls and Set-backs: Re-engagement – aggressive approaches to re-engage in program services (deep sea) Transition Issues – preparing for the next steps in life Program Exit: Reducing unwanted exits – closing the gad of inactivity Exit from program services – “planned services completed” Retention Strategy: Income Improvement Plan – Progressive approach for continued labor market attachment Maximizing Earning potential – Securing your financial future. www.rrecordconsult.com – Rick Record EDD WID Local Training Response Unit

www.rrecordconsult.com – Rick Record Managing Performance “Issues” Exercise 4/24/2017 Susie is 27 years old, not married and has a one-year-old boy and a three-year-old girl and she is two months pregnant. She did not graduate from High School and reads at the 5th grade level. She lives with her cousin in a two-bedroom apartment because her boyfriend was physically abusing her and the kids. Susie was laid-off 12 months ago from a manufacturing plant and has not worked in three months. Her cousin’s car is in need of major engine repairs. The father of the three year old was recently released from prison after serving four years for aggravated assault and wants to see his daughter. By the way, she spends her weekends practicing with friends who want to start a singing group. Real life case: Identify the red flag issues. They come to your agency waiving red flags “Issues” that will prevent them from participating or engaging in the workplace. They are subtle and sometimes very silent. We must be trained to read between the lines. List the “barriers” or “needs”. List the “red flags” List the referral services. www.rrecordconsult.com – Rick Record EDD WID Local Training Response Unit

Comprehensive Services www.rrecordconsult.com – Rick Record Managing Performance Comprehensive Services 4/24/2017 Referral Services: Programs/Services: Barriers/Needs: Red Flags: www.rrecordconsult.com – Rick Record EDD WID Local Training Response Unit

Service Investment 90% of Resources Services: Initial Consultation Managing Performance Service Investment 4/24/2017 90% of Resources Services: Initial Consultation Occupational/Interest Testing Career Counseling Job Search Workshop Resume Writing Job Placement Investment: $85.00 per hour $250.00 per session $65.00 per hour $350.00 one-day seminar $250.00 resume service Your services are valuable and beneficial to job seekers. This is an investment in their future. *There is “value” to the services, products and resources offered to job seekers. *Average market rates for these products and services. www.rrecordconsult.com – Rick Record EDD WID Local Training Response Unit

www.rrecordconsult.com – Rick Record Managing Performance Case Load Strategy 4/24/2017 Working Group- those who are “working” the Plan – regular contact Inactive Group- those who are waiving “red flags” through their behavior such as: not attending workshops, appointments and training. Also, substance abuse, domestic violence, etc. – increase contact Exit Group- those who are working, completed or about to complete training, or “Planned Services Completed” – maintain contact Effective allocation of time to manage caseloads. You will spend majority of your time with the “RED” group. www.rrecordconsult.com – Rick Record EDD WID Local Training Response Unit

www.rrecordconsult.com – Rick Record Group Strategy Establish Occupational Groups: Manage Occupational Groups (5 vs. 50) Identify occupations: Retail, Warehouse, Transportation, etc.) Use “teams” or buddy system within the groups. Engaging Activities: Establish days and times to meet with groups. Work with those who are engaging in group activities. Establish plan of action for those who are not in group activities. Activities: job search, resumes, applications, interviews, etc. Document as “group” activities What about those not in groups? Aggressive plan to re-engage. (outside the box) Stop Gap in service, partner services, reduce unwanted exits, use incentives, WIFM. www.rrecordconsult.com – Rick Record

www.rrecordconsult.com – Rick Record Group Schedule Occupational Groups: Total Members: Meeting Days: Group Hours: Other Retail Service: 10 Monday 1 Customer Service: 6 Tuesday 8 Business Services: Wednesday Medical Field: Thursday Warehouse: Friday 7 TOTALS: 50 40 -5 =35 www.rrecordconsult.com – Rick Record

www.rrecordconsult.com – Rick Record Re-Engaging Re-Engaging Approach- Effective phone strategies (deep sea fishing) You want a face to face meeting Introduce occupational groups- Work in teams of two Document “Group Activity” Give incentives for showing up- Gift certificates, food coupons, job leads, VIP Pass Human factor (WIFM) www.rrecordconsult.com – Rick Record

www.rrecordconsult.com – Rick Record The “Exit” Don’t say “EXIT” Say “Phase II” or “Business Meeting” Income Improvement Plan Maximizing Earning Potential Self-Sufficiency Journey www.rrecordconsult.com – Rick Record

This Concludes the Workshop Please visit: www.rrecordconsult.com Thank you for your attendance & attention. www.rrecordconsult.com – Rick Record