1. Occupational Case Management Rrecord Consulting Services
Managing Performance
4/24/2017
Promoting Job Seekers
Through
Occupational Case Management
Rick Record
Rrecord Consulting Services
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

2. 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.
– Rick Record
EDD WID Local Training Response Unit

3. 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.
– Rick Record
EDD WID Local Training Response Unit

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

5. 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
$ per session
$65.00 per hour
$ one-day seminar
$ 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.
– Rick Record
EDD WID Local Training Response Unit

6. 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.
– Rick Record
EDD WID Local Training Response Unit

7. 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.
– Rick Record

8. 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
– Rick Record

9. 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)
– Rick Record

10. 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
– Rick Record

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