2. HOW TO CREATE A NEW GUARDIANSHIP PROGRAM Monica Mitchell Judicial Staff Counsel San Bernardino Superior Court

3. STEP ONE  DETERMINE THE MODEL OF THE PROGRAM

4. STEP ONE: PICK A MODEL  Facilitation (passive, one on one)  Direct (active, one on one)  Workshop (group)  Hybrid

5. STEP TWO  MAKE FRIENDS WITH THE PROBATE DEPARTMENT

6. STEP TWO: WORK WITH PROBATE  Court’s Probate Attorney  Probate Clerks  Probate Courtroom Clerks  Probate Bench Officers  Court Investigators

7. STEP THREE  CREATE MATERIALS FOR THE PROGRAM

8. STEP THREE: MATERIALS  “Operational Plan” Explains model of service Provides details re: expectations of how program will work

9. STEP THREE: MATERIALS  Considerations for Operational Plan Target audience Marketing Physical location & supplies needed Intake procedures How services provided, staffed Closing procedures & record keeping

10. STEP THREE: MATERIALS INTAKE MATERIALS FOR PROGRAM Consent Form Sign In Sheets Self Help Packets

11. STEP THREE: MATERIALS PROGRAM MATERIALS Legal Information Forms Referral List Training Materials

12. STEP THREE: MATERIALS HOW TO CREATE A TRAINING MANUAL Attend guardianship hearing Learn the legal requirements: Probate Code Cal. Rules of Court Local Rules

13. STEP THREE: MATERIALS HOW TO CREATE A TRAINING MANUAL (continued) Learn the forms: Judicial Council Local Forms Learn the process Filing through issuance of Letters

14. STEP FOUR  INFORM EXISTING SELF HELP PROVIDERS OF THE NEW PROGRAM

15. STEP FIVE ACQUIRE & TRAIN STAFF  Volunteer Marketing  Training Time Limits

16. STEP SIX  LIMITED INITIAL MARKETING & OPENING OF PROGRAM

17. STEP SEVEN  ACHIEVING RESULTS IN THE REAL WORLD

18. STEP SEVEN: MAKING IT WORK  Estimated time for training staff: 10 hours to understand basic guardianship law and practice 5 hours to understand the Petition and Associated Forms (on top of base knowledge) 10 to 15 hours of training and observing to really understand service requirements and provide legal information

19. STEP SEVEN: MAKING IT WORK  Tweaking the Process Trial and error for 6 months or more to learn best practices Improving flow of program (intake through services rendered) Sustained communication with probate staff to cement working relationship and obtain necessary feedback Develop recruitment programs for staffing