1. Case Management and Record Keeping
Dallas, TX
January 30, 2008
Introduce Rochelle, Denise, audience (front-line staff, supervisors, managers,... Who else?)

2. AGENDA Part 1 Record Keeping Part 2 Shared Vision for Youth
Training Tools
Serving the Neediest Youth

3. Record Keeping What FPO’s look for... What monitors look for...
Case Files/ Case Notes
2. Case files should be kept secured.
3. Case files should encompass, at a minimum, youth demographic information
including:
• residence, address and telephone number
• emergency contact person(s)
• copies of documents supporting eligibility
• assessment results
• an updated copy of the youth’s Individual Service Strategy
• correspondence
• copies of certificates or diplomas
• verification of placements (job, training, or education)
• documentation of short and long-term goal completion
• attendance records as applicable
• case notes
• other information pertinent to the enrollee.

4. Shared Vision for Youth
Strategic vision to serve at-risk youth.
Response to the 2003 White House Taskforce Report on Disadvantaged Youth.
Report recommended need to increase collaboration among youth-serving federal agencies to better coordinate how their programs serve the neediest youth.
The following Resource Materials for the Shared
Youth Vision are available at
• Shared Youth Vision Overview
• Shared Youth Vision PowerPoint Presentation that
can be adapted for State, Tribe and local use
• Training and Employment Guidance Letter (TEGL) 28-05
• Executive Summary: White House Taskforce Report on
Disadvantaged Youth
• Federal Funding Matrix
• Shared Youth Vision Assessment Tool
• Shared Youth Vision Indicators
• Workforce Investment Area (WIA) State Planning
Guidance Training
• Key Federal Partners Contact List
• Contact List for Regional and State Representatives

5. The Youth Vision Federal Collaborative
U.S. Department of Labor
U.S. Department of Education
U.S. Department of Justice
U.S. Department of Health and Human Services
U.S. Department of Housing and Urban Development
U.S. Department of Transportation
Social Security Administration
Corporation for National and Community Service

6. Co-enrollment with WIA system
YouthBuild participants can be co-enrolled in other types of funded programs including WIA, AmeriCorps, etc.
Funding cannot be used for the exact same service, but services could be augmented and coordinated.
What organizations/ agencies are people partnering with?

7. Web-based Training Tools
Improving Services and Performance:
Toolkit for Effective Front-line Services to Youth: Guide and Training tools
WIA/ One-Stop System
For an overview of WIA youth programs and common measures, training tools have been created by Social Policy Research Associates in collaboration with Public/Private Ventures.
Casey Family Programs has easy to use tools to help young people prepare for adulthood.

8. Improving Services and Performance: Toolkit for Effective Front-line Services to Youth: Guide and Training tools

9. Improving Services and Performance: Toolkit for Effective Front-line Services to Youth Guide
Table of Contents
Ch.1 Recruitment, Intake, and Enrollment
Ch.2 Assessment and Development of an Individual Services Strategy (ISS)
Ch.3 Meeting the Needs of the Labor Market
Ch.4 Implementing the Case Plan/ ISS and Monitoring Outcomes
Ch.5 Follow-up
Ch.6 Documentation
Ch.7 Evaluation/ Measuring Outcomes
Ch.8 Engaging Employers: Making the Connection
Bibliography and Resource List
Appendices

10. Improving Services and Performance: Toolkit for Effective Front-line Services to Youth: Training Tools/ Modules
Training Methodology
Time
Materials
PowerPoint Slides
Suggested Training Outline
Introduction Objectives
Module Slides
Notes for each slide
Additional Resources (handouts)

11. WIA/ One-Stop System Training Tools Social Policy Research Associates
Tutorials:
Adults & Dislocated Workers  •Older & Younger Youth  •Wagner-Peyser/ VETS employment services  Webinars•Shared Youth Vision •Performance Enhancement: MI/MO  •Common Measures: WY   Tools •Earnings Calculator

12. Life Skills Assessments, Customized Learning Plans and other Resources Casey Family Programs
Home > Resources Casey Life Skills These free, online tools allow youth to assess and develop their strengths in life skills including money management, work and study habits, self-care, and readiness for seeking a job and housing.
Casey Foster Family Assessments These free, online tools allow foster parent applicants to self report on their strengths and training needs in areas of foster child development, caring for challenging children, worker and agency challenges, co-parenting, and more.
It’s My Life: An Integrated Practice Framework for Transition Services, and Accompanying Guides outlines practice guidelines and ways to measure outcomes in transition services..
A Roadmap for Learning Endless Dreams Better Together Powerful Families Knowing Who You Are

13. “Neediest Youth” Useful Web-sites
Youth in Foster Care
Children of Prisoners
Youth Offenders
Migrant/Seasonal Farmworker Youth
Youth with Disabilities
Homeless Youth
Drop-outs
View handout together

14. Other Web-based Resources
Any favorites from audience?