Matrix Outcomes Model Strategies OCAP

1. The Family Development Matrix Pathway Project • Matrix Outcomes Model • Strategies • OCAP

2. Our Goal To provide Family Resource Centers with assessment and data information resources that improve outcomes for children and families.

3. Project Contacts Jerry Endres M.S.W. Matrix Outcomes Model Project Director jendres@csumb.edu 530-938-3867 Judi Sherman MA Ed. Projects Manager Strategies Central Region jsherman@icfs.org 831-588-0700 ZuleimaArevalo M.S.W. zarevalo@csumb.edu 831-607-9477

4. Training Outcomes • Shared understanding of the Family Development Matrix and the Pathway to the Prevention of Child Abuse and Neglect • Ability to complete a client assessment and identify family strengths • Ability to identify interventions and create a family empowerment plan • Ability to track case management activities and assess family participation • Shared understanding of case management protocol • Access to the Matrix database

5. Theory of Change Intervention Worker Pathway Intervention Case Management Activity Family Family Participation Follow Empowerment plan Address Barriers Increase Level of support

6. What is the Matrix Outcomes Model? • An evaluation tool for measuring change over time in a family’s situation • Provides a focus on strengths and outcomes • Demonstrates what difference services have meant to the family • A means to track case management plans and activities for program improvement • A method to build relationships and support the family strength-building relationship

7. Family Focused Model The Matrix is a tool built on the Principles of Family Support. The family has central, active role in determining their goals and steps they can take toward achieving their goals.

8. Change Model • AWARENESS…Family sees the situation from a strengths perspective. • SKILLS…Family has the knowledge, skills and ability to move toward self-selected goals. • MOTIVATION…Rewards and benefits for change outweigh challenges or obstacles that prevent family from achieving goals. • MAINTENANCE…Family is using strengths for self-reliance and maintaining that status level.

9. Matrix Structure • Outcome Categories • Measurement indicators • Status level indicators • Measurements over time to demonstrate change

10. Status Levels Safe/self sufficient Stable At Risk In-crisis

11. All people possess strengths that can be used as a foundation to improve quality of life Emphasizing strengths fosters motivation to change Exploration by the worker and family helps discover strengths that can be applied to the current situation Focusing on strengths helps families see how they’ve managed other difficult situations Assessment Visit Summary guides strength-based conversation Working from Strengths

12. Benefits of Using the Matrix • Strength-based model • Creates partnership with family • Over time, documents opportunities, obstacles, and progress • Facilitates family ownership of their efforts • Helps families develop life skills for problem solving, goal setting, decisions and actions

13. Matrix Assessments Over Time FOUR STEP ASSESSMENT PROCESS • Baseline or initial assessment • Additional (based on protocol) • Ongoing empowerment plan • Case management activities

14. Assessment – Building a Relationship with the Family Goal: To better understand the family’s situation to identify strengths and areas of concern in order to build a plan of action • Key to success: Be familiar with the meaning of each outcome indicator and status level.

15. Acknowledge that the family is the expert in their own situation Use Matrix indicators to restate what you heard and check for understanding Reach mutual agreement on status level selection Helps family better understand their situation Building A Relationship

16. Prepare the client folder with case management forms Introduce the Matrix to the family Explain how Matrix can help identify areas to work on Explain how the Matrix organizes action planning Ask probing questions while listening carefully to the family during the assessment interview Prepare for the Assessment

17. Consent Form FDM Assessment Tool Visit Summary Intervention Glossary Family Empowerment Plan Case Management Forms Case Management Intake Form and Checklist Evaluate Interventions and Family Participation Prepare the Client Folder

18. Find someone to pair with: Family Worker Client Read the case study Worker uses probing questions and core indicators to assess client Conduct Assessments Conduct the Assessment

19. Interventions Target one or two intervention areas with the family • Review Pathway interventions • Review any custom interventions • Create an intervention as needed • Utilize the intervention in the Family Empowerment Plan

20. Develop a Family Empowerment Plan • The discovery process is where the worker and family members discuss what they hope to accomplish • The family is involved throughout by selecting areas to work on, setting goals and clarifying roles and responsibilities and following through

21. Protocols and Codes • Protocols tell you when and how to conduct the assessments • Codes identify the participant in the system and are used to retrieve data for analysis

22. Analyzing Data Status level change based on time in program Compare baseline to current quarter Data Tables and Graphs

23. Agree on data entry start date “Go Live” Establish technical assistance needs Next Steps

24. On-going Support • On-site agency and collaborative support through training and technical assistance • Conference calls with coordinators on specific topics • Regional workshops • Statewide conference

25. “Change is always a threat when done to me; but it can be an opportunity when done by me.” Rosabeth Moss Kanter, Reinventing Change, October 2005 Integrating the Matrix into Your Agency Culture