1. Facilitator: Michelle R. Lucas, Ed.S., M.S.
RISE Coaching Team Meeting
July 18, 2014

2. MY MISSION AS YOUR MANAGER
 Services are person-centered and timely
 We are in compliance with Source America
 IEEs demonstrates use of JAN and the involvement
of the person served, their supervisor and you the
RISE Career Coach
 Evidence of quality service delivery via case noting,
the IEE, monthly check-in and goal tracking form.

3. ACTIVITY
MISSION
STATEMENT

4. INSTRUCTIONS
 Each person finishes the sentence, “My
vision of an effective RISE Coaching team
is …”
 The entire team now creates one
statement or visual that represents the
total of these vision statements.

5. MANAGER’S EXPECTATIONS
 What do you think my expectations are as your
manager?
 Let’s see how many align with my actual
expectations….handout

6. DID YOU KNOW?….
• Removed due to confidentiality of update…
• Anything I missed…..you have questions about?

7. REVIEW CASE NOTE TRAINING…
 What situation determines if we write a case note
for a program participant?
 What is the expectation of when case notes are to
be entered into the database?
 Within 24-hours of service delivery.
 What system are we using for ensuring we are
writing clear, concise and concrete case notes?
 PFPP…
 What does that stand for?
 Purpose that is Focused that shows Progress with
a follow-up Plan.
 Are there any questions?
 If you need additional training, please let me know.

8. RESOURCES FOR WRITING IEE
Name resources you use to write initial and/or
annual Individual Employment Evaluation (IEE)
forms

9. JAN - JOB ACCOMMODATION NETWORK
 Save the recommended accommodations in the
program participant’s electronic case file
 Reference the document in the IEE
 Share the resource with the program participant
and their supervisor

10. LET’S PRACTICE IEES
handouts

11. MONTHLY CHECK-INS…
 What are you using to track and conduct monthly
check-ins with program participants and
Supervisors?
 How are we being proactive? Why be proactive?
 Let’s take a look at…..handout
 Completed monthly (at the minimum) with each
program participant (10 minutes) and their
Supervisors (10 minutes); may be more depending
on what surface during the check-in
 Saved in electronic case file
 Thoughts and questions???

12. LET’S PRACTICE MONTHLY CHECK-IN

13. SUPPORTIVE SERVICES “GOAL TRACKING”
 Why do we track goals and action steps?
 How do we track the program participant’s goals
and action steps?
 When do we use the goal tracking document?
 What’s the frequency of updating the goal
tracking document?
 Let’s review the updated form…..handout
 Thoughts, questions or recommendations?

14. LET’S PRACTICE GOAL TRACKING

15. FINAL THOUGHTS
NEXT STEPS……