Seedco

Innovations in Community Development

Meeting Client Needs through

Assessment & Faith-Based and
Community Referrals:
Project Reach Out

Staff Training
May 23rd and 24th 2007

  
  U.S. Department of Labor
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 Agenda
• Introductions/Icebreaker
• Project Reach Out overview & goals for Indiana
• Protocols for Referring Self Assisted Clients to Outside
Agencies for Services
• Protocols for Assessing Staff Assisted/Enrolled Clients
• Protocols for Referring Staff Assisted/Enrolled Clients to
Outside Agencies for Services
• Small group/interactive exercise?
• Protocols for Client Follow-up and Tracking
• Q&A
• Next Steps
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Introductions

What makes a
partnership successful?

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 Project Reach Out

 Funded in 2005 by the US DOL

Employment and Training
Administration (ETA), in
partnership with the Center for
Faith Based and Community
Initiatives
 Since 2002, DOL has invested
substantial funding in building
partnerships between Faith-based4
 Project Reach Out –
Why are we here today?
WorkOnes can benefit from FBCO
partnerships by:

 Tapping into FBCO services and community

expertise to meet social service needs of
WorkOne customers
 Increasing WorkOne employment and
retention rates when customers address
barriers to employment
 Creating efficiencies - increasing local
collaboration to meet common goals

 Securing new funding, publicity, and/or
community interest as a result effective 5
services and FBCO partnerships
 Project Goals for Northwest
Indiana
• Better meet the needs of One-Stop
customers through formal referral
relationships with FBCOs
• Develop standardized assessment process
across all Centers
• Connect One-Stop customers to needed
services through FBCO referrals
• Follow-up with One-Stop customers
• Track data to assess impact of FBCO services
• Formalize most effective FBCO relationships 6
Partnering WorkOne with
FBCOs
WIN-WIN
RELATIONSHIP

WorkOne
FBCO
Center

 WorkOne Career Centers refer customers to

FBCOs for counseling, case management, and

access to other social services

 FBCOs refer individuals to WorkOne Centers

for employment services, job placement, and 7

Client Assessment,
Referral & Tracking
Protocols

Three main steps for connecting

clients to FBCO services:

1. Assessment of needs
2. Making referral
3. Client Follow-up and Tracking

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Partnering WorkOne with
FBCOs

• ALL clients should be referred

for FBCO services if they
request assistance
• Level of WorkOne staff follow-up
with clients post-referral
determined by:

1. Self assisted (no follow-up

needed)
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2. Staff assisted/intensive (track
Two Types of WorkOne
Customers
Definitions
• Self assisted/Core: Customers
that come in to use the Resource
Center or other services but are
not formally registered as
WorkOne clients
• Staff assisted/Intensive:
Program eligible customers that
are enrolled for services and will
be working with a Case 10
 WorkOne Client Flow
Self-assisted In-depth Assessment
Skills
Activities (computer of Employment training
lab, job search, etc) Barriers & Supportive and job
Service Needs
( Case manager completes In-depth
readiness
Assessment Form forStaff-assisted training
clients and works with Career
No

Solutions)
Client
completes Self-
Assessment Form, Yes No Yes
self-identifies &
requests supportive
services?
Client
self-identifies
WorkOne
for staff-
assisted
Yes Intake Assessment
services? Determine form completed
whether client WIA Eligible? with client; needed
is eligible and Barriers to referrals noted;
appropriate for
employment?
Referral card Employment
Client Work One filled out
Referrals
services using
and
TrackOne
Placement
Employer
Refer to FBCO Services
Dept

Retention
Accesses Refer back to
KEY Yes WorkOne
needed
Orange - Customer services?
Center for
employment
Yellow - Information & Referral services
Pink - Action Item
Blue - Case Manager/Career
Solutions
Green - Employer Services
Follow up services
Ongoing monitoring & tracking of services received
(WorkOne Center & FBCO staff use Referral Tracking Spreadsheet)

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 Client Assessment
For Self Assisted Customers:
 Clients choose to fill out Self-Assessment form (to
be located in Resource Room) and/or they self-
identify for social services

2. Staff uses resource directories to provide informal
referral(s) to FBCOs
OR
Staff sends client through intake to determine if
client is program eligible and if staff assisted
services are appropriate

Relevant form: Client Self Assessment Form 12

 Identify staff person to distribute, collect, and file
 Client Assessment
For all Staff Assisted
Customers:
3. Program-participating clients
complete assessment with
case manager
4. During assessment, case
manager notes referrals to
outside social services
agencies on form, as needed
(using local resource
directories) 13
Referral to FBCOs
 For clients in need of supportive services
that the Center does not provide, use
Resource Guides to refer clients to a
FBCO in the area
 Client needs meriting a FBCO
o Specialized referral
o GED/Pre GED
may Employment
include:
Services
o Child Care
o Training (Non ITA)
o Relationship
o ESL Concerns
o Transportation o Housing
o Counseling o Food Pantry
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Referral to FBCOs (…
continued)
For Staff Assisted Clients only (if
referral is needed):

 Complete referral card with FBCO

contact information
 Make FBCO appointment for client if
necessary
 Explain the referral process to the
client and ensure that the client
understands what to do next 15
Staff Assisted Customer
Follow-up & Referral
Tracking
1. Call the FBCO to see if customer
showed up at their appointment
2. Call customer to see how referral
services are working out
3. Ongoing check-ins with FBCO and
customer at a minimum of once a
month with each
4. Document monthly services
received by client as well as
employment information in case16
file
Staff Assisted Customer
Follow-up & Referral
Tracking (cont’d)
 Data to be entered into the
Referral Tracking Sheet includes:
o Client name
o Social security number
o Initial referral date to FBCO
o Need(s) that merits the referral
(basis for referral)
o FBCO name(s) where client is
referred for services
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o Date on which the client showed up
Other Data that Seedco
will need

 Employment Status (“Job search”

or “Hired”)
 Job start date (if applicable)
 F/T vs P/T
 Retention at 3 months, 6 months
 Wage increases / promotions /
career ladder movement
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 How do we determine
success?
Outcomes, results, effect:
• Achievement of the goal (receipt of
services/ employment/career ladder) and
specific tasks (making referrals, building
community relationships)

Dim
e
ons nsi
of
suc
Method, Process, ces Liaison,
s
Course of action: Interaction,
• How the job is Relationships:
managed, gets done
• How staff relates
and is evaluated
(staff doing client to each other, to
follow-up, tracking the One-Stop and to
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outcomes) . the FBCOs.
Group Activity

Break into groups to discuss strategies for

developing strong FBCO relationships /
share “cheat sheet” for partnership
development

THEN:

Large group exercise:

 ‘How have you managed community
partner relationships in the past’ (select
and plant staff that are prepared to 20
discuss what’s worked and hasn’t worked
 WorkOne Client Flow
Self-assisted In-depth Assessment
Skills
Activities (computer of Employment training
lab, job search, etc) Barriers & Supportive and job
Service Needs
( Case manager completes In-depth
readiness
Assessment Form forStaff-assisted training
clients and works with Career
No

Solutions)
Client
completes Self-
Assessment Form, Yes No Yes
self-identifies &
requests supportive
services?
Client
self-identifies
WorkOne
for staff-
assisted
Yes Intake Assessment
services? Determine form completed
whether client WIA Eligible? with client; needed
is eligible and Barriers to referrals noted;
appropriate for
employment?
Referral card Employment
Client Work One filled out
Referrals
services using
and
TrackOne
Placement
Employer
Refer to FBCO Services
Dept

Retention
Accesses Refer back to
KEY Yes WorkOne
needed
Orange - Customer services?
Center for
employment
Yellow - Information & Referral services
Pink - Action Item
Blue - Case Manager/Career
Solutions
Green - Employer Services
Follow up services
Ongoing monitoring & tracking of services received
(WorkOne Center & FBCO staff use Referral Tracking Spreadsheet)

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Questions?

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 Next Steps

 Begin assessing & referring

clients & tracking referrals!!!
(June 1?)
 Submit completed tracking
forms and employment data to
Seedco on a monthly basis

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