1. The Family Development Matrix Pathway Project
Matrix Outcomes Model

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

3. Project Contacts Jerry Endres Zuleima Arevalo M.S.W. M.S.W.
Matrix Outcomes Model
Zuleima Arevalo
M.S.W.
Database Trainer
COLLABORATIVE COORDINATOR
AGENCY COORDINATOR

4. 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

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

6. 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

7. 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.

8. 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.

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

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

11. 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

12. 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

13. 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

14. 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.

15. 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

16. 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

17. 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

18. 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

19. 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

20. 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

21. 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

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

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

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

25. 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).