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Service Coordinator Handbook: Working with Children & Families

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



Service Coordinator Handbook: Working with Adult Participants

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




Coordinating Committee Handbook

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; Annual System of Care Review; State Annual Report; Family Satisfaction Survey)

Appendix:
     Appendix Table of Contents
     2003 Collaborative Systems of Care Annual Report
     Annual System of Care Review
     Service Provider Survey
     State Family Satisfaction Survey
     Sample Coordinating Committee Meeting Agenda
     Sample Project Enrollment Report
     CST Legislation: Wisconsin Act 334




Resource Handbook for New CST Sites

      Introduction:
         Forward
         Table of Contents

      Section 1:
         Core Values
         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



Sustainability of Collaborative Systems of Care

A Guide to Finanical Sustainability of Collaborative Systems of Care for Counties

DRAFT - A Guide to Finanical Sustainability of Collaborative Systems of Care for Tribes























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