Module 1:
Overview of Coordinated Services Teams
Role of a Service Coordinator
Module 2:
Referral, Screening and Enrollment
Engagement Phase: Building Trusting Relationships
Child and Family Team Development
Assessment Summary of Strengths and Needs
Module 2 Tools:
Pre-Referral Checklist
Sample Referral Form (Includes Sample Interagency Release of Information Form)
Sample Contents for Family Orientation & Enrollment Packets
Team Member Selection Checklist
Assessment Summary (Word Doc) (Please use this version of the Assessment Summary if you are not a certified CANS rater)
Assessment Summary (PDF)
NEW!!! Assessment Summary with CANS Items Incorporated (This version of the Assessment Summary is for use by certified CANS raters)
Module 3:
Preparing for the Team Meeting
Initial Team Meetings
Plan of Care Development
Crisis Response Planning
Module 3 Tools:
Team Meeting Note Template
Example - Team Meeting Notes
Interagency Release of Information
Team Overview Handout
Rights and Responsibilies of Team Members
Example - Completed Plan of Care page
Team Process Review Summary
Sample Crisis Response Plan
Plan of Care Form (Word doc)
Plan of Care Form (PDF)
Module 4:
Plan Implementation and Review
Data Collection: Quarterly Reports
Conflict and Conflict Management
Evaluating the Child and Family Team Process
Module 4 Tools:
Sample Team Flex Fund & Revolving Loan Request Form
Sample Conflict Resolution Policy & Form
Family Team Meeting Review
Team Evaluation for Youth
Team Evaluation for Parents
Module 5:
The Team Transition Process
Module 5 Tools:
Family Closure Survey
Team Member Closure Survey
Youth Closure Survey
Section 1: Introduction (Table of Contents and Purpose of the Handbook)
Section 2: Overview of WCSOC (Definition of CSOC; History in Wisconsin; Core Values; Rights & Responsibilities; Process Overview; Project and Service Coordinator Job Descriptions)
Section 3: Working with Participants as Partners (Information on Building Relationships with Participants)
Section 4: Referral & Enrollment (Pre-Referral Checklist; Referral Form; Interagency Release of Information Form; Screening & Enrollment information)
Section 5: Before the First Team Meeting (Checklist for Service Coordinators; Team Member Selection Checklist; Information on Team Member Orientation)
Section 6: First Team Meeting (Explanation of First Team Meeting Activities, including: Team Overview, Team Rules, and Roles Strengths & Goals Exercise; Explanation of Flexible Funding; Sample Conflict Resolution Policy; Team Meeting Note Template)
Section 7: Team Involvement Level 1 (Information on the Summary of Strengths & Needs Assessment, CAFAS, Plan of Care, and Crisis Response Planning)
Section 8: Team Involvement Level 2 (Plan Implementation & Monitoring; Quarterly Reports; Team Conflict & Conflict Resolution)
Section 9: Team Involvement Levels 3 & 4 (Transition; Closure; Last Team Meetings)
Section 10: The Coordinating Committee (Overview of Responsibilities; Sample Handbook Table of Contents; Sample Meeting Agenda)
Appendix:
Appendix Table of Contents
Client Expense Loan
Plan of Care
Summary of Strengths and Needs Word Doc
PDF
Section 1: Introduction (Table of Contents and Purpose of the Handbook)
Section 2: Membership & Expansion (Suggested Membership; Parent Membership; Roles & Responsibilities)
Section 3: Policies & Procedures (Interagency Service Agreement; Procedures for: Referral, Screening, and Conflict Resolution; Project & Service Coordinator Job Descriptions)
Section 4: Sustainability (System Change and Process Sustainability)
Section 5: Monitoring & Evaluation (Service Provider Evaluation; Team Closure Surveys; 8 Key Components; State Annual Report; Family Satisfaction Survey)
Appendix:
Appendix Table of Contents
2003 Collaborative Systems of Care Annual Report
8 Key Components Survey
Service Provider Survey
State Family Satisfaction Survey
Sample Coordinating Committee Meeting Agenda
Sample Project Enrollment Report
WI State Statute 46.56
Introduction:
Forward
Table of Contents
Section 1:
Summary of Steps for Developing a Collaborative System of Care
CST Team Process Overview
Section 2:
Coordinating Committee Overview
Initiative Coordinator Job Description
Suggested Orientation Activties for Initiative Coordinators
Service Coordinator Job Description
Service Coordination Resources: A Guide for Coordinating Committee Discussion
Section 3:
CST Training & Technical Assistance Services
Statewide and Regional Project Director Meetings
CSOC Resource Website and Wisconsin Family Ties Info
Section 4:
Evaluation Tool Guidelines
Annual System of Care Review
Work Plan and Work Plan Completion Guide
Budget Request for Upcoming Budget Year
Guide for Meeting Site Contribution Requirements
Section 5:
A Guide to Finanical Sustainability of Collaborative Systems of Care for Counties
Guide for Developing a Sustainability Plan and Presentation
Guide for Working with Hospitals and Residential Care Centers
A Guide to Finanical Sustainability of Collaborative Systems of Care for Counties
Guide for Developing a Sustainability Plan and Presentation