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Annual Evaluation Tools

Summary and Instructions

Annual Systems Change Update

Annual System of Care Review

Work Plan

Actual Expenditures - Past Year

Budget Request - Upcoming Year

Family Satisfaction Survey

Provider Satisfaction Survey

Summary of Evaluation Tools

Grid of evaluation forms to be completed by CST sites, their due dates, and whom to submit reports to.

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Annual Systems Change Update

Completed annually by both ISP & CST sites. This report reflects the far-reaching effects of collaborative team efforts across the State by capturing the number of children and family members served. The Project Coordinator typically takes the lead in completing the Update with input from the Coordinating Committee. Results are entered and transmitted electronically via the DHS Website. Statewide and site-specific information should be shared with the Coordinating Committee.

     Due Date: Results of the survey are submitted annually to the State via web-survey by Jan 30th.

     Click HERE for a hard copy of the form to complete with your Coordinating Committee

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Annual System of Care Review

NEW! Replaces/Combines the "Eight Key Components" and "Goals and Expected Outcomes Checklist".

Completed annually by both CST and ISP sites, as well as sites that are part of the Western Regional Partnership Grant (RPG). This system review should be completed annually by your site's Coordinating Committee, your Project Coordinator and (if applicable) with your site's CST Consultant. Results of this survey should be used by your Coordinating Committee to guide planning for the upcoming budget year. Sites that receive funding for both ISP and CST should complete one single "Annual System of Care Review" to reflect all of the children served by your ISP/CST.

Due Date:
The Annual System of Care Review is due annually (January 30th) by all ISP & CST sites. CST and RPG sites should submit their completed review to White Pine Consulting; ISP sites should submit their completed review to their State ISP Liaison (Nancy Marz or George Hulick)

Click HERE for a hard copy of the form to complete with your Coordinating Committee

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CST Work Plan and Completion Guildelines

Completed annually by both CST and ISP sites. Bureau of Prevention, Treatment, and Recovery (BPTR) staff send notice and forms to Project staff. The Project Coordinator typically takes the lead in completing the Work Plan with input from the Coordinating Committee. Goals and tasks in the Work Plan should reflect results of the 8 Key Components and/or Goals and Expected Outcomes Checklist.

     Due Dates:
     Sites with July 1st - June 30th Contract Periods:  Due May 1st (60 days prior to new contract period)
     Sites with Oct 1st - Sept 30th Contract Periods:  Due Aug 1st (60 days prior to new contract period)

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Actual Expenditures Budget Form

Completed annually, Bureau of Prevention, Treatment & Recovery (BPTR) staff send notice and forms to CST/ISP Project staff. The Project Coordinator typically takes the lead in completing - should be completed with Lead Agency and Coordinating Committee input. The report should reflect actual grant expenditures from the past budget year.

     Due Dates:
     Sites with July 1st - June 30th Contract Periods:  Due July 30th(30 days after the end of the contract period)
     Sites with Oct 1st - Sept 30th Contract Periods:  Due Oct 30th (30 days after the end of the contract period)

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Budget Plan for Upcoming Budget Year

Completed annually, Bureau of Prevention, Treatment & Recovery (BPTR) staff send notice and forms to CST/ISP Project staff. The Project Coordinator typically takes the lead in completing - should be completed with Lead Agency and Coordinating Committee input. The report should reflect expected expenses for the upcoming grant budget year.

     Due Dates:
     Sites with July 1st - June 30th Contract Periods:  Due May 1st (60 days prior to new contract period)
     Sites with Oct 1st - Sept 30th Contract Periods:  Due Aug 1st (60 days prior to new contract period)

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Family Satisfaction Survey

Annually (typically Sept/Oct), the BTPR and Wisconsin Family Ties (WFT) work with CST and ISP sites to distribute surveys to families enrolled in CST/ISP. The survey is completed by the family. The Service Coordinator may offer support - answer questions, clarify, encourage completion, etc. Completed surveys are mailed directly to WFT. Site-specific and statewide information should be shared with the Coordinating Committee.

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Service Provider Satisfaction Survey

It is recommended that CST and ISP sites complete this survey annually. The Project Coordinator typically takes the lead with Service Coordinators to arrange survey distribution and collection details. Surveys should be provided to all service providers who are currently on teams or who have served on teams during the past year. Results should be shared with the Coordinating Committee as a system development tool.
































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