1. Mt. Shasta Native American Employment and Training Handout
Case Management For Rookies
Presented by
Gary Rickard
6914 Haas Road, Anderson, CA 96007
Phone:

2. The Term Case Management
Data Collection
Automated System
Client Services
Case Manager

3. Defining Case Management
The _________ of moving customers through your _______________.

4. Culture of poverty
Almost all participant problems will be influenced by at least one or more of the following:
_________________ & _________________
_________________ &_________________
People in poverty are living day-to-day.

5. Communications The three modes of processing information:
_________________ (see it)
_________________ (hear it)
________________ (do/touch/smell it)

6. Communication
When two people “A” and “B” are attempting to communicate with each other, their communication is distorted by their assumptions : (They make about each other)
(1) ___________ (2) ___________
(3) ___________ (4) ___________
(5) ___________

7. Successful Interviewing
Barriers to Communication:
_________________ __________________
_________________
Try positive assets: (con’t)

8. Emphasizing Positive Assets
Try beginning the interview with a comment on a strength.
Emphasize strengths throughout the interview.
Use the interview to bring out specific client strengths.

9. Assessment
Assessment is the process of gathering information such that the need for services can be _______ and effectively ___________.

10. Assessment
How long / many pages should an assessment report be?

11. Assessment Testing Basic tools: What you need to have and why.
_____________

12. Individual Plan of Service
Purpose: To take client from where they are now to where they need / want to be.
Plan should contain:
(a) Client’s employment goal. (long-term)
(b) Clear objectives that lead to client’s goal. (short-term)
(c) Specific activities. (action steps)
(d) Realistic time frames.
(e) Who’s responsible?

13. Case Documentation Purpose: To record significant information
Format : SOAP
S - ________________
O - ________________
A - ________________
P - ________________
Subject vs. Objective

14. Families in transition
The family composition may create barriers to employment and training for your client such as.
Children don’t get as much attention.
Spouse doesn’t get as much attention.
Co-dependency issues.

15. Goals
Goals are different from dreams. Goals take our dreams out of the air and plant them firmly in the ground. Goals are the tools we use to make our dreams come true.

16. Goals (continued)
_____________
Goals can be short-term, intermediate, long-term. (Individual Employability Plan)

17. Empowerment Passive Case Management:
Wait for change to happen. Good or Bad
Active Case Management:
Works to influence change. For the good.

18. Empowerment As Case Managers we must keep a careful balance among:
Helping vs. Abandoning
Empowering
Empowering your customers falls somewhere in between helping and abandoning.

19. Job readiness skills
Hard skills are what allow your client to _________ a job.
Soft skills and life skills are what’s needed to _________ the job.

20. Job Retention Case Management Design
What can we do “pre-employment”?
(Teach job retention skills, improve quality of placements, build client/employer rapport)
What should we do “immediate post- employment”? Promote stabilization by:
(Addressing workplace problems, ensuring access to work supports, addressing barriers)

21. Job Retention Case Management Design (Cont,)
What can we do “Post-stabilization”?
(Promote advancement by: helping client get promotions, help client find a better job, assist client in getting additional education and / or training)

22. MOTIVATION
“A Moving Cause”

23. Motivation
The “Moving Cause” may be initiated by either ____________or _______________.
Client motivation will require a commitment to “_____________”.
The change we are trying to encourage in our clients is a change in “__________.”

24. Job Search Post Employment Financial Management
Client Support Groups
Job Search
Post Employment
Financial Management

25. Trust
Trust plays a major role in the _________of services and the results we are able to _________ within our case management system.
If you have low trust with your clients they will question every action you take.

26. Trust Trust can be both ________ and _________. Low/High -- Competence
Trust is a function of both your personal character and your Case Management Competence.
Trust can be both ________ and _________.
Low/High Competence
Bad/Good Character

27. Habits of an Effective Case Manager
A habit is the intersection of knowledge, skills, desire.
Knowledge
____________
_____________
Desire
_____________
Skills
____________

28. Effective Case Manager Habits
Are pro-active with their clients
Begin with an end in mind
Put first things first
Thing in terms of win-win
Seek to understand, then to be understood
Constantly renew themselves in the four basic areas of life: Physical, Mental, Spiritual, Social and Emotional.

29. Questions You and Your Organization Need To Answer About Your Programs Case Management System
Does your organization have a Program Procedures Manual?
Do you have Standardized Program Forms?
Does your organization a have well defined Client Monitoring Procedure?
Is your Assessment process providing adequate information to meet the needs of your clients?

30. Questions You Need To Answer About Your Case Management System
Does your organization have an Assessment Tools Library.
Does your organizations provide your clients with Job Club/Job Readiness Training (classes)?
Do you have a plan for developing jobs and employer contacts?
Do you think that you have received adequate training needed to be successful in your job as a Case Manager? Do you need more Case Management training ?

31. End of Presentation
Call for Questions?
Comments?
Thank you!!!