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Organizing and Managing Your Caseload

Organizing and Managing Your Caseload. Reducing Stress and Easing Frustrations Presented By Yvonne Locke, M.Ed. TVI Elizabeth Doyle - Payne, M. Ed. TVI NE/AER Fall Conference 2010 Rockport, ME. Who Are We?. A Bit about Yvonne BESB CT Preschool TVI Elementary School Teacher

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Organizing and Managing Your Caseload

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  1. Organizing and Managing Your Caseload Reducing Stress and Easing Frustrations Presented By Yvonne Locke, M.Ed. TVI Elizabeth Doyle - Payne, M. Ed. TVI NE/AER Fall Conference 2010 Rockport, ME

  2. Who Are We? • A Bit about Yvonne • BESB CT Preschool TVI • Elementary School Teacher • Family Child Care Provider • A Bit about Elizabeth • Itinerant RI TVI contracting with RIVESP & RISBVI • Marketing Manager • Account Manager

  3. We Are Not the Experts • We wanted to provide a forum for professionals to share management strategies and tools. • Management techniques must work for you and feel natural. • Prioritize changes you want to make: start small making one change at a time.

  4. Managing Your Administrative Documents • Collecting, Organizing and Maintaining Data • Work Day and Travel Logs • Management Tools • Folders • Binders • Notebooks

  5. Sample Ideas • Client Data A • Client Data B • Team Data • Work Log • Travel Log

  6. Turn and Talk • Turn and talk to the person behind you • Share a management strategy for your administrative documents that you feel works really well. • Share something you think you might like to try as a new management strategy.

  7. Managing Your Schedule • Think about planning your schedule ahead of time: • Monthly • Weekly • Daily • Tracking Weekly and Monthly Clients • Use charts to track your appointments.

  8. Sample Ideas • Monthly Schedule A • Monthly Schedule B • Weekly Schedule A • Weekly Schedule B

  9. Turn and Talk • Turn and talk to the person on your right. • Share a management strategy you use for your schedule that you feel really works well for you. • Share something you think you might like to try as a new management strategy.

  10. Managing Client Information • Client Contact Binder • Client Contact Notebook • Information to think about: • Contact Information • Contact Sheets • Directions • School or Service Schedules

  11. Sample Ideas • Client Contact Information • Client Contact Log

  12. Managing Your Client Files • Client Folders • What information do you need to keep in the file? • Keep your file current and store old documents you want to keep in a master file. • Client Binders • Binders are effective too. It is a personal preference.

  13. Turn and Talk • Turn and talk to the person on your left. • Share a management strategy you use for your client files that you feel really works well for you. • Share something you think you might like to try as a new management strategy.

  14. Tiny Tricks of the Trade • New Client Information Folders • Organize Resources and Articles • Checklists • IEP Checklist • Recording Progress • Sample Rubric • Daily Lesson Sheets

  15. It’s a Wrap • Remember: • Time up front will save time in the field. • Try it, tweak it, toss it. • Think About: • What feels natural? • What works for one person might not work for another.

  16. Thank You!

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