Webinar Date: April 15, 2014 Presented by:

1. Ticket Holder Assessment & Individual Work Plan (IWP) Webinar Date: April 15, 2014 Presented by: Kevin Nickerson & Mary Lynn ReVoir, NDI Technical Assistance Team U.S. Department of Labor Employment and Training Administration

2. Where are you? Enter your location in the Chat window – lower left of screen #

3. Moderators Moderator: Randee Chafkin Title: Workforce Development Specialist Organization: Employment and Training Administration Moderator: Miranda Kennedy Title: Director of Training for DEI, NDI Technical Assistance Team Organization: National Disability Institute # 3

4. Disability Employment Initiative • According to the SGA, DEI Projects at the state level and/or local level participating LWIBs are required to become Employment Networks (ENs) under Social Security Administration’s (SSA’s) Ticket to Work Program. • Training and Technical Assistance to DEI Projects in attaining Employment Network status and implementing effective EN operations is provided under U.S. DOLETA contract with NDI Consulting, Inc. and the National Disability Institute (NDI). • Evaluation of the impact of the DEI Projects implementation and outcomes as Employment Network will be provided under U.S. DOL ODEP contract with Social Dynamics. # 4

5. Learning Objectives Upon completion of this training webinar, DEI grantees and participants and partners from the public workforce system will have the following: • Understanding the role AJCs play to improve the lives of Beneficiaries through employment • Understanding the purpose of the Ticket holder assessment process, and building your customer base • Using the Ticket Assessment guide as a resource to evaluate whether Ticket holders are prepared to meet the benchmarks of the program • Understanding of the basic elements of the Individual Work Plan (IWP) and familiarity of the approved Workforce IWP template # 5

6. Presenters Presenter: Kevin Nickerson Title: Ticket to Work Subject Matter Expert for DEI, NDI Technical Assistance Team Organization: National Disability Institute Presenter: Mary Lynn ReVoir Title: Ticket Coordinator for DEI, NDI Technical Assistance Team Organization: National Disability Institute #

7. Agenda • Establishing a foundation using employment as a gateway to change • Introduction to Ticket Assessment • Review of the Ticket Assessment Guide • Individual Work Plan basics • Overview of the Customized Workforce IWP • Time for Q & A # 7

8. Developing Rapport with your Customer Base • Developing your customer base first requires trust How to get there? • Invite all AJC customers who are Ticket Holders to find out more about your services (Outreach event) • Provide hope through knowledge (Understanding of key issues, i.e. disability benefits, health insurance, building a better financial future, supports) • Assessment and assignment will follow #

9. The BEST process • Building Rapport – After your outreach event, invite customers that show interest to a one-on-one meeting • This allows an opportunity to assess • Enhanced Services – Explain the purpose of the Ticket program, its NOT just about jobs, its about a life change… • …and having the right supports to help make that happen • Setting Goals – Your meeting allows you an opportunity to develop goals through the Individualized Work Plan (IWP), which is what Job Centers do • Adding goals that support work, such as financial plans, debt reduction, credit repair, provide the framework for long-term employment • Trust – Once developed, helps uncover the real purpose for their employment goals…their individual hopes and dreams # 9

10. The Ticket Philosophy: Empowering Choice • Choice is the foundation the Ticket program is built upon • Ticket holders must be ready to commit to moving forward with employment that will lead to self-sufficiency • If a Ticket holder has visited your Job Center, they’ve taken the first step, providing us an invaluable “intersection of influence” • Choice can be influenced in a number of ways: • Dispelling myths about SSA disability benefits • Empowerment – don’t underestimate the influence of believing in your customers abilities • Exploration – Find out what motivates your customer, and develop goals that are realistic, and achievable # 10

11. Assessment – Examining Some of the Basics Ticket Assessment - Similar to our Job Center Initial Assessment, but framed around expectations of SSA: • Services Needed : Do they fit our EN Business Model? • Employment Goals : Are projected earnings consistent with required Milestones and Outcomes? • Benefits Evaluation : Is the Ticket holder ready to move forward with gainful employment? (i.e. SGA level employment) • Skills / Education / Experience : Is this consistent with Ticket holder employment goals, and with the current workforce need? • Projected Revenue : Will we produce revenue if we serve this Ticket holder as an EN? • Other : Health status at intake and restrictions, apparent motivation to return to work? #

12. Assessment Resources • O*Net Online: http://www.onetonline.org/ • Compare current skills with required skills of various occupations • Other DOL sponsored Online resources such as Job Zone (NYS): https://jobzone.ny.gov/views/jobzone/guest.jsf # 12

13. Presenter Presenter: Mary Lynn ReVoir Title: Ticket Coordinator for DEI, NDI Technical Assistance Team Organization: National Disability Institute #

14. Ticket Assessment Guide • Designed to help Workforce ENs evaluate whether a Ticket holder is committed to pursue employment that will lead to the required benchmark levels of earnings, even if this happens in stages • Helps you evaluate whether you should assign the Ticket, and become the primary provider of services, or refer for services, and remain a partner in service provision • A basic road map especially helpful to newer ENs # 14

15. Ticket Assessment Guide Review # 15

16. The Individual Work Plan (IWP) • What is the IWP? • A written agreement between the Ticket holder, and the EN • Examines the vocational goal of the Ticket holder, and the services the EN will provide, to help the Ticket holder achieve their goal • Agreed upon services and actions should lead to employment that helps Ticket holder achieve gainful employment, leading to self-sufficiency • A mandatory document (Workforce IEP is also acceptable)

17. Additional IWP details What should the IWP include? • Goals that are clear and measurable (i.e. not vague, such as, to obtain F/T employment) • Supporting goals – Such as benefits planning or Work Incentive advisement or financial literacy education • Credit check up (is this causing issue in being considered for employment) • Use of resources that assist in achieving financial/employment goals (such as PASS, IDA’s, or FSS programs) • Defines short-term, and long-term goals (Short-term goals must be attached to earnings above Trial Work, and long-term goals attached to earnings above Substantial Gainful Activity)

18. Additional IWP details What else required in the IWP development? • Explain Timely Progress Reviews (TPR), and protections • Provides freedom from Continuing Disability Reviews (CDR), while Ticket holder is making “Timely Progress” • TPR guidelines should be provided to Ticket holder upon assignment of Ticket • Reviews occur every 12 months • Explain the Ticket program has certain programmatic goals that are driven by the IWP, such as SGA level employment • “Parking” is not a viable option under Ticket • Clearly define the responsibilities of both the EN, and the Ticket holder

19. Options for IWP Development What IWP template should you use? • You may use the approved Workforce IWP template, created by DEI TA team, which is available for download • You may create a template based on the requirements in the RFQ, customized to the needs of your EN (which would need to be approved by OSM) • You may use the template available at the OSM site, located here: https://yourtickettowork.com/web/ttw/individual-work-plan1

20. Approved Workforce IWP Template Review # 20

21. Summary In today’s presentation we covered the following: • The unique and important role of AJC to job seekers who receive disability benefits • Explanation of Ticket assessment strategies • Review of the Ticket Assessment Guide • Overview of IWP basics, and the approved Workforce IWP template 21

22. Polling Question 1. From the options below, what IWP form does your EN currently use or plan to use? • The Workforce IWP template (2 page) • Your own customized IWP form. • Only will use WIA IEP for all assignments. • The IWP template available from SSA. • Undecided. #

23. Polling Question 2. Please choose the assessment plan that best identifies how your EN site will assign Tickets: • Assign all Tickets, if they have interest • Assign Tickets of interested parties, after identifying certain key variables (i.e. self described health status, identified services that the Job Center can assist with) • We haven’t decided yet • Only assigning Tickets of customers we are certain can achieve TWL earnings #

24. Discussion & Feedback Your thoughts or questions are welcomed… # 24

25. Resources OSM IWP Template: https://yourtickettowork.com/web/ttw/individual-work-plan1 Customized Workforce IWP Template, and Ticket Assessment Guide: http://www.dei-ideas.org/chapter6/page03m_eno_public.cfm #

26. Please enter your questions in the Chat Room! #

27. Speakers’ Contact Information Speaker: Kevin Nickerson Title: DEI Ticket Subject Matter Expert Organization: National Disability Institute Email: knickerson@ndi-inc.org Speaker: Mary Lynn ReVoir Title: DEI Ticket Coordinator Organization: National Disability Institute Email: mlrevoir@ndi-inc.org # 27

28. Look for upcoming Webinars in this series! SAVE DATE the Thursday, May 8th 2014 #

29. Thank You! Find resources for workforce system success at: www.workforce3one.org #