W-2 Case Management: Assessment, Employability Plans and Activity Assignment

1. W-2 Case Management: Assessment, Employability Plans and Activity Assignment

2. Case Management is a Process

3. The W-2 Basic Assumptions

4. Assessment The process of estimating or determining the significance, importance or value of; evaluating. -Webster’s New World Dictionary of American English

5. Assessment in W-2 W-2 Manual, Chapter 5.1 “…assessment is the process of gathering the needed information to develop an Employability Plan customized for the participant that will result in either a successful employment outcome which starts the individual on a career path; or, if appropriate, a path to eligibility for Supplemental Security Income and/or Social Security Disability Income benefits.”

6. Assessment Assessment is a ______________ not a _________________________. process solution case management Assessment should impact ___________ _______________. W-2 policy requires ___________ and _______________ assessments. formal informal interrogation Informal assessment is not _____________. engages Good informal assessment ____________ the participant. information The end product of assessment is _____________. form Assessment is more that what is on a _____________.

7. Assessment information Assessment should be done when there is a _______ for ____________. need Always ___________ the difference that assessment results make in case management. document ongoing Assessment is ___________________. The participant cannot be _____________ for failing to cooperate with a formal assessment. sanctioned The success of assessment is not just getting the information, but what you ________ with the information. do

8. The Process of Assessment Evaluation Collection Documentation Action

9. Four Common Methods of Collection • Forms • Testing • Collateral Contacts • Personal Interaction

10. Evaluation of Assessments A task that involves the participant and the Case Manager. Empowers the participant to “make choices” not “take chances.”

11. Action: Where does it happen?

12. WPAS EMPLOYABILITY SERVICE PLAN - 2 10/24/06 11:08 DWD211 S BRANDT PIN: 3200820811 OFFICE: 1111 EP WORKER: DWD211 PRINTER-ID: ________ NAME: MILLER JULIE COUNTY/TRIBAL UNIT: 18 *** LAST EMPLOYABILITY PLAN UPDATE: CASE MANAGER: DWD211 ACTIVITY PLAN: (6 MONTHS MAXIMUM) __ __ ____ THRU __ __ ____ ACTION STEPS OR PLANNED PLANNED PROV PROV ACTUAL ACTIVITY BEG DATE END DATE ID OTR END DATE 1 ___________________________________ __ __ __ __ __ __ ____ ____ __ __ __ HRS/WK: __ REM: _______________________ CC: _ TRNS: _ OTR: ___ ___ ___ DEL: _ LOCN: ________________________________________ PD: 2 ___________________________________ __ __ __ __ __ __ ____ ____ __ __ __ HRS/WK: __ REM: _______________________ CC: _ TRNS: _ OTR: ___ ___ ___ DEL: _ LOCN: ________________________________________ PD: 3 ___________________________________ __ __ __ __ __ __ ____ ____ __ __ __ HRS/WK: __ REM: _______________________ CC: _ TRNS: _ OTR: ___ ___ ___ DEL: _ LOCN: ________________________________________ PD: MAILED (Y/N): N MAILED DT: 10 24 2006 SAVE EP IN HISTORY: Y COMMENTS: __________________________________________________________________ __________________________________________________________________ PF13-WPED PF14-WPAW PF15-WPJR PF16-PRINT ADD ACTIVITIES N NEXT TRAN: ____ PARMS: 3200820811__________________________________ Documentation: Why is it Important?

13. Informal Assessment

14. The “BEST” Approach • B – Balance • E – Exploration • S – Sensitivity • T – Trust

15. The River of Jobs

16. Formal Assessment

17. Assessment Documentation in CARES WPED ASSESSMENT - EDUCATION 07/18/08 11:44 DWDB68 D TURK PIN: 5200994098 OFFICE: 1111 CTY/TRIBE: 18 CASE MANAGER: DWDB68 NAME: JOHNSON TAMARA LAST ASSESSMENT UPDATE: 07 16 2008 UPDATED DATE: 07 16 2008 DO YOU WANT TO INITIATE A NEW ASSESSMENT: _ (Y/N) EDUCATION HISTORY: ORIGINAL CURRENT HIGHEST ED. LEVEL: HSD HSD CURRENTLY IN SCHOOL: N LAST YEAR ATTENDED: 2002 2002 WHERE ATTENDED DEGREE MM/YR RECEIVED COURSE OF STUDY ____________________ __ __ ____ ____________________ ____________________ __ __ ____ ____________________ TESTING: --------ORIGINAL--------- --------CURRENT---------- LEVEL SCORE TEST MM/YEAR LEVEL SCORE TEST MM/YEAR READING 08.4 ____ TABE 07 2008 08.4 ____ TABE 07 2008 MATH 09.3 ____ TABE 07 2008 09.3 ____ TABE 07 2008 ENGLISH 08.6 ____ TABE 07 2008 08.6 ____ TABE 07 2008 APTITUDE ____ __ ____ INTEREST ____ __ ____ LIFE SKILLS ____ ____ __ ____

18. Assessment Documentation in CARES WPAW ASSESSMENT - EMPLOYMENT 11/25/13 13:47 DWDB68 D TURK PIN: 5200994098 OFFICE: 1111 CTY/TRIBE: 18 CASE MANAGER: DWDB86 NAME: JOHNSON TAMARA LAST ASSESSMENT UPDATE: 10 24 2013 UPDATED DATE: 10 24 2006 PROGRAM EMPLOYMENT GOAL: DOT TITLE PRIMARY: 323 ___ ___ HOUSEKEEPING________________ SECONDARY: 211 ___ ___ CASHIER_______________________ LICENSES/CERTIFICATIONS: ______________ ______________ ______________ OPERATES THE FOLLOWING EQUIPMENT: ___ ___ ___ ___ ___ SPECIALIZED SKILLS SUMMARY: ___ ___ ___ ___ ___ VOLUNTEER WORK/HOBBIES: ______________________________________________ OTHER LANGUAGE: _ VERBAL(Y/N): _ WRITTEN(Y/N): _ ___ CURRENTLY EMPLOYED: N (Y/N) EMPLOYMENT IN LAST 24 MONTHS?: Y (Y/N) CONVICTED OF CRIME?: N (Y/N) IF Y EXPLAIN: ___________________________________ M T W R F S S PREFERRED WORK HOURS: 01 00 TO 12 00 DAYS: _ _ _ _ _ _ _ UNABLE TO WORK HOURS: 00 00 TO 00 00 DAYS: _ _ _ _ _ _ _

19. Formal Assessment Tracking WPBD ASSESSMENT - BARRIER DETAILS 04/08/11 12:10 DWDB68 D TURK PIN: 5201312861 OFFICE: 1111 CTY/TRIBE: 18 CASE MANAGER: DWD211 NAME: JOHNSONN TAMARA LAST ASSESSMENT UPDATE: UPDATED DATE: DC: _ BARRIER: __ SUB-TYPE: __ INDV AFFECTED: _ (C- CLIENT F- FAMILY MEM) BARRIER BEGIN DATE: __ __ ____ BARRIER END DATE: __ __ ____ END RSN CD: __ COULD BARRIER AFFECT HOURS OF PARTICIPATION?: _ (Y/N) WEB INITIATED: HOW SOON CAN BARRIER BE OVERCOME?: _ < 1 MONTH _ 1-3 MONTHS _ 4-6 MONTHS _ > 6 MONTHS WHO IDENTIFIED BARRIER?: __________________________________________________ ARE SPECIAL ACCOMMODATIONS NEEDED BASED ON BARRIERS? _ (Y/N) WHAT ACCOMMODATIONS WERE IDENTIFIED THROUGH ASSESSMENT? ___ ___ ___ WHAT ACCOMMODATIONS WERE ARRANGED BY THE AGENCY? ___ ___ ___ IF ACCOMMODATIONS WERE NOT ARRANGED, EXPLAIN WHY: _____________________________ _______________________________________________________________________________ FORMAL ASSESSMENT INFORMATION: REFERRED FOR FORMAL ASSESSMENT FOR THIS BARRIER: _ (Y/N) REF. DATE: __ __ ____ FORMAL ASSESSMENT COMPLETED FOR THIS BARRIER: _ (Y/N) COMPL. DATE: __ __ ____ ASSESSMENT COMPLETED BY: __________________________________________________

20. Formal Assessment Tracking WPBD ASSESSMENT - BARRIER DETAILS 04/08/11 12:10 DWDB68 D TURK PIN: 5201312861 OFFICE: 1111 CTY/TRIBE: 18 CASE MANAGER: DWD211 NAME: JOHNSONN TAMARA LAST ASSESSMENT UPDATE: UPDATED DATE: DC: _ BARRIER: __ SUB-TYPE: __ INDV AFFECTED: _ (C- CLIENT F- FAMILY MEM) BARRIER BEGIN DATE: __ __ ____ BARRIER END DATE: __ __ ____ END RSN CD: __ COULD BARRIER AFFECT HOURS OF PARTICIPATION?: _ (Y/N) WEB INITIATED: HOW SOON CAN BARRIER BE OVERCOME?: _ < 1 MONTH _ 1-3 MONTHS _ 4-6 MONTHS _ > 6 MONTHS WHO IDENTIFIED BARRIER?: __________________________________________________ ARE SPECIAL ACCOMMODATIONS NEEDED BASED ON BARRIERS? _ (Y/N) WHAT ACCOMMODATIONS WERE IDENTIFIED THROUGH ASSESSMENT? ___ ___ ___ WHAT ACCOMMODATIONS WERE ARRANGED BY THE AGENCY? ___ ___ ___ IF ACCOMMODATIONS WERE NOT ARRANGED, EXPLAIN WHY: _____________________________ _______________________________________________________________________________ FORMAL ASSESSMENT INFORMATION: REFERRED FOR FORMAL ASSESSMENT FOR THIS BARRIER: _ (Y/N) REF. DATE: __ __ ____ FORMAL ASSESSMENT COMPLETED FOR THIS BARRIER: _ (Y/N) COMPL. DATE: __ __ ____ ASSESSMENT COMPLETED BY: __________________________________________________

21. Formal Assessment Tracking WPCH COMPONENT/STATUS HISTORY 07/18/08 11:47 DWDB68 D TURK PIN: 5200994098 REGION: 0000 OFFICE: 1111 NAME: JOHNSON TAMARA COUNTY/TRIBAL UNIT: 18 CASE MANAGER: DWDB68 TYPE OF ACTION: _ _ _ _ OFFICE/REGION: 1111 1111 1111 1111 COMPONENT/STATUS: MNTL HLTH ASMT WORK EXPER EMP SEARCH JOB READI/MOTV PHASE/SANC IND: S N A Y A Y A Y BEGIN DATE: 07 16 08 07 16 08 07 16 08 08 29 07 STAFF/PROVIDER ID: DWDB681 0002 DWDB68 0002 DWDB68 0002 DWDB68 0002 SCH HRS: WKY/DLY: 02 02 20 05 05 01 1 02 02 FREQ: DAYS PER MM: 01 16 20 04 FUNDING SOURCE: WTWO WTWO WTWO WTWO EMP PRV ID: SITE ID/DOT: 201 NON-APPROVAL CD: ANTIC END DATE: 08 15 08 09 16 08 09 16 08 09 16 08 COMPLETION CODE: L ACTUAL END DATE:

22. Formal Assessment Tracking CMCC CASE COMMENTS 07/18/08 11:56 DWDB68 D TURK COUNTY: 18 EAU CLAIRE PIN/CASE: 5200994098 NAME: TAMARA JOHNSON DATE ENTERED ENTERED BY COMMENTS 07 16 08 TAMARA HAS BEEN REFERRED FOR FORMAL ASSESSMENT BASED ON DWDB68CONCERNSSHE EXPRESSED TO ME, MY OBSERVATIONS OF HER AND INFORMATION FROMWORKSHOP COORDINATOR. ASSESSMENT IS SC HEDULED FOR AUGUST 15. 07 16 08 SEE WPDB AND CONFIDENTAIL FOLDER FOR MORE INFORMATION. DWDB68 _________________________________________________________________ _________________________________________________________________ _________________________________________________________________ 07 16 08 _________________________________________________________________ DWDB68 _________________________________________________________________ _________________________________________________________________ _________________________________________________________________ DO YOU WISH TO SAVE & EXIT ? _ DO YOU WISH TO SAVE & ADD MORE ? _

23. Assessment is more than just answers on a form. • Assessment produces information. What will you do with that information? • Assessment should make a difference in case management. • Be sure to show where it makes a difference.

24. Employability Plans Are: • Required • For the participant • Updatable at any time • Steps towards goals • Developed WITH the participant • Different for each individual

25. Employability Plans Are: • A reflection of assessment information and the participant’s goals • Printed and given to the participant • Reviewed frequently with the participant • Coordinated with activities assigned on WPCS/WPCH • Coordinated with other relevant case plans the family is involved in

26. Employability Plans Are NOT • Set in stone • Just another form to fill out • All the same • Developed before the participant meets with the Case Manager • Updated without discussing it with and giving a copy to the participant

27. Employability Plans Are NOT • The end of the process • Optional • To be extended month after month without being updated • Identical for different types of W-2 placements • A listing of the Agency’s/FEP’s expectations of the participant

28. Goals

29. SMART Goals

30. WPJS EMPLOYABILITY SERVICE PLAN - 1 10 18 13 14:17 DWDB68 D TURK PIN: XXXXXXXXXX OFFICE: 0811 NAME: COUNTY/TRIBAL UNIT: *** LAST EMPLOYABILITY PLAN UPDATE: __ __ ____ CASE MANAGER: DWDB68 PROGRAM EMPLOYMENT GOALS: PRIMARY: DOT ___ ___ ___ TITLE: _________________________________ SECONDARY: DOT ___ ___ ___ TITLE: _________________________________ RELATED GOALS: LONG TERM __________________________________________ SHORT TERM __________________________________________ PARTICIPANT`S PERSONAL GOAL: STEPS DATE COMPLETED 1 ________________________________________________________ __ __ ____ 2 ________________________________________________________ __ __ ____ 3 ________________________________________________________ __ __ ____ 4 ________________________________________________________ __ __ ____ 5 ________________________________________________________ __ __ ____ 6 ________________________________________________________ __ __ ____

31. WPJS EMPLOYABILITY SERVICE PLAN - 1 10 18 13 14:34 DWDB68 D TURK PIN: XX057938XX OFFICE: NAME: CRAW K COUNTY/TRIBAL UNIT: 13 *** LAST EMPLOYABILITY PLAN UPDATE: 09 21 2013 CASE MANAGER: XXX700 PROGRAM EMPLOYMENT GOALS: PRIMARY: DOT 099 000 000 TITLE: GENERAL________________________ SECONDARY: DOT ___ ___ ___ TITLE: _______________________________ RELATED GOALS: LONG TERM TO WORK FULL TIME___________________________ SHORT TERM TO MAINTAIN HOUSING_________________________ PARTICIPANT`S PERSONAL GOAL: STEPS DATE COMPLETED 1 TO OBTAIN GED__________________________________________ __ __ ____ 2 TO FIND EMPLOYMENT____________________________________ __ __ ____ 3 TO HAVE GOOD REFERENCE_______________________________ __ __ ____ 4 ________________________________________________________ __ __ ____ 5 ________________________________________________________ __ __ ____ 6 ________________________________________________________ __ __ ____

32. WPJS EMPLOYABILITY SERVICE PLAN - 1 10 18 13 14:36 DWDB68 D TURK PIN: 1234567890 OFFICE: NAME: ALFREDIA AMANDA COUNTY/TRIBAL UNIT: 13 *** LAST EMPLOYABILITY PLAN UPDATE: 10 11 2013 CASE MANAGER: DWDB68 PROGRAM EMPLOYMENT GOALS: PRIMARY: DOT 237 000 000 TITLE: RECEPTIONIST__________________ SECONDARY: DOT 206 000 000 TITLE: FILE CLERK_____________________ RELATED GOALS: LONG TERM OFFICE MANAGER POSITION_______________ SHORT TERM COMPLETE MS OFFICE CERTIFICATION______ PARTICIPANT`S PERSONAL GOAL: STEPS DATE COMPLETED 1 APPLY FOR SECTION 8 HOUSING ASSISTANCE BY 11/30/13___ __ __ ____ 2 GET CAR REPAIR ESTIMATE BY 11/1/13_____________________ 10 17 2013 3 MEET WITH CHILOD’S SCHOOL COUNSELOR BY 11/15/13_____ __ __ ____ 4 ______________________________________________________ __ __ ____ 5 ______________________________________________________ __ __ ____ 6 _______________________________________________________ __ __ ____

33. Program Activity Plan

34. WPAS EMPLOYABILITY SERVICE PLAN - 2 10/18/13 14:39 DWDB68 D TURK NAME: JUAN COUNTY/TRIBAL UNIT: *** LAST EMPLOYABILITY PLAN UPDATE: 10 18 2013 CASE MANAGER: ACTIVITY PLAN: (6 MONTHS MAXIMUM) 09 04 2013 THRU 12 20 2013 ACTION STEPS OR PLANNED PLANNED PROV PROV ACTUAL ACTIVITY BEG DATE END DATE ID OTR END DATE 1 WORK EXPERIENCE_____________ 09 04 13 12 20 13 HRS/WK: 24 REM: JOB SITE AND ORIENTATIO CC: Y TRNS: Y OTR: ___ ___ ___ DEL: _ LOCN: ________________________________________ PD: 2 EMPLOYMENT SEARCH__________ 09 04 13 12 20 13 HRS/WK: 06 REM: _______________________ CC: Y TRNS: Y OTR: ___ ___ ___ DEL: _ LOCN: 3 CONTACTS PER WEEK.____________________ PD: 3 GED___________________________ 09 21 13 12 20 13 HRS/WK: 06 REM: ****** OR GED___________ CC: Y TRNS: Y OTR: ___ ___ ___ DEL: _ LOCN: ________________________________________ PD: MAILED (Y/N): N MAILED DT: __ __ ____ SAVE EP IN HISTORY: _ COMMENTS: ________________________________________________________________ _________________________________________________________ **Assigned to 6 hrs ES, 24 hr WE, 6 hrs BE

35. WPAS EMPLOYABILITY SERVICE PLAN - 2 09/24/13 11:08 PIN: 3200820811 OFFICE: 1111 EP WORKER: DWD211 PRINTER-ID: ______ NAME: EXAMPLE JULIE COUNTY/TRIBAL UNIT: 18 *** LAST EMPLOYABILITY PLAN UPDATE: 09/24/13 CASE MANAGER: DWD211 ACTIVITY PLAN: (6 MONTHS MAXIMUM) 09 03 2013 THRU 10 15 2013 ACTION STEPS OR PLANNED PLANNED PROV PROV ACTUAL ACTIVITY BEG DATE END DATE ID OTR END DATE 1 GED CLASSROOM WORK 09 03 13 10 15 13 0001 ____ __ __ __ HRS/WK: 05 REM: TU 9AM-NOON, 1-3PM CC: Y TRNS: Y OTR: ___ ___ ___ DEL: _ LOCN: JOB CENTER/RESOURCE ROOM PD: 2 EMPLOYMENT SEARCH 09 03 13 10 15 13 0001 ____ __ __ __ HRS/WK: 05 REM: THU 9AM-NOON, 1-3PM CC: Y TRNS: Y OTR: ___ ___ ___ DEL: _ LOCN: CONTACT EMPLOYERS DIRECTLY PD: 3 WORK EXPERIENCE 09 03 13 10 15 13 0001 ____ __ __ __ HRS/WK: 24 REM: MO-WE-FR 8:30AM-5:00PM CC: _ TRNS: _ OTR: ___ ___ ___ DEL: _ LOCN: COMMUNITY COALITION OFFICE PD: MAILED (Y/N): Y MAILED DT: 09 24 2013 SAVE EP IN HISTORY: Y COMMENTS: WORKSITE WILL BUILD OFFICE SKILLS. FOCUS EMPLOYMENT SEARCH ON OFFICE WORKPLACES PF13-WPED PF14-WPAW PF15-WPJR PF16-PRINT ADD ACTIVITIES N **Assigned to 24 hr WE, 5 hrs ES & 5 hrs GE.

36. WPAS EMPLOYABILITY SERVICE PLAN - 2 09/24/13 11:08 PIN: 3200820811 OFFICE: 1111 EP WORKER: DWD211 PRINTER-ID: ______ NAME: EXAMPLE JULIE COUNTY/TRIBAL UNIT: 18 *** LAST EMPLOYABILITY PLAN UPDATE: 09/24/13 CASE MANAGER: DWD211 ACTIVITY PLAN: (6 MONTHS MAXIMUM) 09 03 2013 THRU 10 15 2013 ACTION STEPS OR PLANNED PLANNED PROV PROV ACTUAL ACTIVITY BEG DATE END DATE ID OTR END DATE 1 GED CLASSROOM WORK 09 03 13 10 15 13 0001 ____ __ __ __ HRS/WK: 05 REM: SCHEDULE ATTACHED CC: Y TRNS: Y OTR: ___ ___ ___ DEL: _ LOCN: JOB CENTER/RESOURCE ROOM PD: 2 EMPLOYMENT SEARCH 09 03 13 10 15 13 0001 ____ __ __ __ HRS/WK: 05 REM: SCHEDULE ATTACHED CC: Y TRNS: Y OTR: ___ ___ ___ DEL: _ LOCN: CONTACT EMPLOYERS DIRECTLY PD: 3 WORK EXPERIENCE 09 03 13 10 15 13 0001 ____ __ __ __ HRS/WK: 24 REM: TO BUILD OFFICE SKILLS CC: _ TRNS: _ OTR: ___ ___ ___ DEL: _ LOCN: COMMUNITY COALITION OFFICE PD: MAILED (Y/N): Y MAILED DT: 09 24 2013 SAVE EP IN HISTORY: Y COMMENTS: ALSO MEET WITH FEP WEEKLY ON TUESDAYS WHEN IN THE JOB CENTER. DETAILED DAILY SCHEDULE ATTACHED. PF13-WPED PF14-WPAW PF15-WPJR PF16-PRINT ADD ACTIVITIES N **Assigned to 24 hr WE, 5 hrs ES & 5 hrs GE.

38. Keys with EPs • Show Career Development Concept • Don’t Use the Cookie Cutter • Be Outcome Based • Match Other Records • Personalize! • Consider Other Case Plans/Priorities • Keep it Fresh • Print the Plan and Give it to the Participant • Don’t Let the Plan Expire

39. Activity Assignment

40. WPAS EMPLOYABILITY SERVICE PLAN - 2 10/24/06 11:08 DWD211 S BRANDT PIN: 3200820811 OFFICE: 1111 EP WORKER: DWD211 PRINTER-ID: ________ NAME: MILLER JULIE COUNTY/TRIBAL UNIT: 18 *** LAST EMPLOYABILITY PLAN UPDATE: CASE MANAGER: DWD211 ACTIVITY PLAN: (6 MONTHS MAXIMUM) __ __ ____ THRU __ __ ____ ACTION STEPS OR PLANNED PLANNED PROV PROV ACTUAL ACTIVITY BEG DATE END DATE ID OTR END DATE 1 ___________________________________ __ __ __ __ __ __ ____ ____ __ __ __ HRS/WK: __ REM: _______________________ CC: _ TRNS: _ OTR: ___ ___ ___ DEL: _ LOCN: ________________________________________ PD: 2 ___________________________________ __ __ __ __ __ __ ____ ____ __ __ __ HRS/WK: __ REM: _______________________ CC: _ TRNS: _ OTR: ___ ___ ___ DEL: _ LOCN: ________________________________________ PD: 3 ___________________________________ __ __ __ __ __ __ ____ ____ __ __ __ HRS/WK: __ REM: _______________________ CC: _ TRNS: _ OTR: ___ ___ ___ DEL: _ LOCN: ________________________________________ PD: MAILED (Y/N): N MAILED DT: 10 24 2006 SAVE EP IN HISTORY: Y COMMENTS: __________________________________________________________________ __________________________________________________________________ PF13-WPED PF14-WPAW PF15-WPJR PF16-PRINT ADD ACTIVITIES N NEXT TRAN: ____ PARMS: 3200820811__________________________________ Correct data entry is CRITICAL!

41. Show Accommodations on WPBD WPBD ASSESSMENT - BARRIER DETAILS 04/08/11 12:10 DWDB68 D TURK PIN: 5201312861 OFFICE: 1111 CTY/TRIBE: 18 CASE MANAGER: DWD211 NAME: JOHNSONN TAMARA LAST ASSESSMENT UPDATE: UPDATED DATE: DC: _ BARRIER: __ SUB-TYPE: __ INDV AFFECTED: _ (C- CLIENT F- FAMILY MEM) BARRIER BEGIN DATE: __ __ ____ BARRIER END DATE: __ __ ____ END RSN CD: __ COULD BARRIER AFFECT HOURS OF PARTICIPATION?: _ (Y/N) WEB INITIATED: HOW SOON CAN BARRIER BE OVERCOME?: _ < 1 MONTH _ 1-3 MONTHS _ 4-6 MONTHS _ > 6 MONTHS WHO IDENTIFIED BARRIER?: __________________________________________________ ARE SPECIAL ACCOMMODATIONS NEEDED BASED ON BARRIERS? _ (Y/N) WHAT ACCOMMODATIONS WERE IDENTIFIED THROUGH ASSESSMENT? ___ ___ ___ WHAT ACCOMMODATIONS WERE ARRANGED BY THE AGENCY? ___ ___ ___ IF ACCOMMODATIONS WERE NOT ARRANGED, EXPLAIN WHY:________________________ _______________________________________________________________________________ FORMAL ASSESSMENT INFORMATION: REFERRED FOR FORMAL ASSESSMENT FOR THIS BARRIER: _ (Y/N) REF. DATE: __ __ ____ FORMAL ASSESSMENT COMPLETED FOR THIS BARRIER: _ (Y/N) COMPL. DATE: __ __ ____ ASSESSMENT COMPLETED BY: __________________________________________________

42. Case Management is a Process

43. Your Assignment… Within two weeks of completing this class, you must e-mail your trainers a PIN number. This should be a participant that you feel you’ve done a good job with implementing the concepts and strategies covered in this class. Your trainer will review the case and provide feedback to you on how it looks. E-mail the PIN number with the subject line “W-2 Case Management Class” to: PTSTrainingSupp@wisconsin.gov.

44. Evaluations Please complete the evaluations and leave them on your table or on the table where the sign-in sheet was located.