Transition Case Management Colorado Transition Leadership Institute June 2008 Steve Kennedy
Dec 17, 2015
Transition Case ManagementTransition Case Management
Colorado Transition Leadership InstituteJune 2008
Steve Kennedy
Colorado Transition Leadership InstituteJune 2008
Steve Kennedy
In this session we will: In this session we will:
Explore the logic and logistics of an advocacy-based case management approach for achieving better high school transition results (and more satisfying work for adults and students)
Assess team Indicator 13 status re: coordinated transition activities and service
Plan for next steps
Explore the logic and logistics of an advocacy-based case management approach for achieving better high school transition results (and more satisfying work for adults and students)
Assess team Indicator 13 status re: coordinated transition activities and service
Plan for next steps
Case Management In SchoolsCase Management In Schools
What does a “case manager” typically do in your school or system?
What does a “case manager” typically do in your school or system?
The LandscapeThe Landscape
Much has been written about all the many elements of good transition planning/programming (since at least 1990!) Assessment, goals, experiences, skills, agencies, services, IEPs, etc.
Too little emphasis has been placed on how it is all tied together--
Models exist in our own and allied fields
Much has been written about all the many elements of good transition planning/programming (since at least 1990!) Assessment, goals, experiences, skills, agencies, services, IEPs, etc.
Too little emphasis has been placed on how it is all tied together--
Models exist in our own and allied fields
The BasicsThe Basics Each student with an IEP has a single case
manager who:
Each student with an IEP has a single case manager who:
Is the ‘keeper of the case’ Has the ‘whole picture’ of the student’s
transition plan Keeps and watches the student’s ‘performance
dashboard’ Is the ‘go to’ person for student, parents, staff
re: the student’s transition plan and IEP Consistently ‘rides herd’ and ‘shepherds’ the
process Keeps an eye on the forest AND the trees for
and with the student
Is the ‘keeper of the case’ Has the ‘whole picture’ of the student’s
transition plan Keeps and watches the student’s ‘performance
dashboard’ Is the ‘go to’ person for student, parents, staff
re: the student’s transition plan and IEP Consistently ‘rides herd’ and ‘shepherds’ the
process Keeps an eye on the forest AND the trees for
and with the student
A zero reject model wherein….A zero reject model wherein….
Nothing is left to chance. Nothing falls through the cracks. A responsible adult takes and keeps the
reins and shares them as the student/parent receives the needed training and has developed the skills required to lead the transition wagon train.
Nothing is left to chance. Nothing falls through the cracks. A responsible adult takes and keeps the
reins and shares them as the student/parent receives the needed training and has developed the skills required to lead the transition wagon train.
Allied ExamplesAllied Examples
Medical case management Human Services case management Business project management and client
case management
Medical case management Human Services case management Business project management and client
case management
Education ExamplesEducation Examples
Early Childhood special education Some severe needs special education
programs Some mild-moderate programs PLCs- Professional Learning Communities Urban schools literature At-risk student literature
Early Childhood special education Some severe needs special education
programs Some mild-moderate programs PLCs- Professional Learning Communities Urban schools literature At-risk student literature
Guiding BeliefsGuiding Beliefs
Students need an advocate-and-nudge who knows their entire ‘case’.
Students need a ‘quarterback’ on their team. Parents and students need and deserve a single
‘keeper of the plan’. We too often find ourselves structured into
‘professional silos’. We can and should arrange school resources to
make four years of high school transition work organized, effective, and empowering.
Students need an advocate-and-nudge who knows their entire ‘case’.
Students need a ‘quarterback’ on their team. Parents and students need and deserve a single
‘keeper of the plan’. We too often find ourselves structured into
‘professional silos’. We can and should arrange school resources to
make four years of high school transition work organized, effective, and empowering.
Guiding Principles for Advocacy-based Case
Management
Guiding Principles for Advocacy-based Case
Management A ‘coordinated set of activities’ requires coordination.
Transition is a complex maze for adults let alone for students.
High schools and community agencies aren’t organized for easy navigation.
The larger the school, the more case management is necessary.
The emerging RtI world is a case management world.
A ‘coordinated set of activities’ requires coordination.
Transition is a complex maze for adults let alone for students.
High schools and community agencies aren’t organized for easy navigation.
The larger the school, the more case management is necessary.
The emerging RtI world is a case management world.
WIFM?What’s In It For Me?
WIFM?What’s In It For Me?
Without a systematic case management approach it will be difficult in most places to achieve the results that are required and that we desire.
Without a systematic case management approach it will be difficult in most places to achieve the results that are required and that we desire.
Manage and Advocate for What?Manage and Advocate for What?
Student’s IEP is effective, useful throughout the year, and compliant.
Student receiving the full range of needed assessments, services, and supports in a variety of settings.
Student accessing the needed school and community experiences, e.g., courses, training, career exploration/internships, work, etc., for post-secondary success.
Student’s IEP is effective, useful throughout the year, and compliant.
Student receiving the full range of needed assessments, services, and supports in a variety of settings.
Student accessing the needed school and community experiences, e.g., courses, training, career exploration/internships, work, etc., for post-secondary success.
Student developing critical post-secondary-workplace competencies
Student accessing key community resources, e.g., adult services providers, post-secondary institutions, employers, and advocacy groups.
Student planning IEP, leading IEP meetings, developing and using self-advocacy skills.
Student and family identifying and managing the psycho-social/life-stage challenges inherent in the transition process.
Student developing critical post-secondary-workplace competencies
Student accessing key community resources, e.g., adult services providers, post-secondary institutions, employers, and advocacy groups.
Student planning IEP, leading IEP meetings, developing and using self-advocacy skills.
Student and family identifying and managing the psycho-social/life-stage challenges inherent in the transition process.
Functions of the Case ManagerFunctions of the Case Manager
Identify what is needed for the student in key transition arenas and potential means for getting what is needed.
Monitor progress and effectiveness of services/experiences in each arena and adjust kind and intensity accordingly.
Identify what is needed for the student in key transition arenas and potential means for getting what is needed.
Monitor progress and effectiveness of services/experiences in each arena and adjust kind and intensity accordingly.
Functions, cont’dFunctions, cont’d
Advocate that what is needed be in place and implemented and/or adjustments are made.
Communicate to share documented data and
findings and to build key relationships.
Empower students and families to own and operate the educational plan.
Advocate that what is needed be in place and implemented and/or adjustments are made.
Communicate to share documented data and
findings and to build key relationships.
Empower students and families to own and operate the educational plan.
Within in each of these functions, convene and facilitate, designate and delegate others when needed or mandated, e.g. team meeting, IEP meeting, department meeting.
Within in each of these functions, convene and facilitate, designate and delegate others when needed or mandated, e.g. team meeting, IEP meeting, department meeting.
Adjusting the DialAdjusting the Dial
DO FOR? DO WITH? CHEER FROM THE SIDELINE?
DO FOR? DO WITH? CHEER FROM THE SIDELINE?
Levels of Management/AdvocacyLevels of Management/Advocacy
1. IEP Development- compliant and effective
2. IEP Implementation- follow-up and follow-through
3. Team and School Level-- policy, structures, and processes
1. IEP Development- compliant and effective
2. IEP Implementation- follow-up and follow-through
3. Team and School Level-- policy, structures, and processes
Level 1: Preparing an IEPLevel 1: Preparing an IEP
Application of
Case Management Functions
Application of
Case Management Functions
Transition AssessmentTransition Assessment
Identify Monitor Advocate Communicate Empower
Convene, facilitate, delegate, designate
Identify Monitor Advocate Communicate Empower
Convene, facilitate, delegate, designate
Post-Secondary GoalsPost-Secondary Goals
Identify Monitor Advocate Communicate Empower
Convene, facilitate, delegate, designate
Identify Monitor Advocate Communicate Empower
Convene, facilitate, delegate, designate
Annual GoalsAnnual Goals
Identify Monitor Advocate Communicate Empower
Convene, facilitate, delegate, designate
Identify Monitor Advocate Communicate Empower
Convene, facilitate, delegate, designate
Transition ServicesTransition Services
Identify Monitor Advocate Communicate Empower
Convene, facilitate, delegate, designate
Identify Monitor Advocate Communicate Empower
Convene, facilitate, delegate, designate
Agency ConnectionsAgency Connections
Identify Monitor Advocate Communicate Empower
Convene, facilitate, delegate, designate
Identify Monitor Advocate Communicate Empower
Convene, facilitate, delegate, designate
Course of StudyCourse of Study
Identify Monitor Advocate Communicate Empower
Convene, facilitate, delegate, designate
Identify Monitor Advocate Communicate Empower
Convene, facilitate, delegate, designate
Writing the IEPWriting the IEP
Is evaluation info synthesized, concise and useful?Does everything begin with good, individualized
assessment?Is the student involved in creating the IEP? In
leading the meeting?Do all parts of the IEP connect to post-secondary
goals?
Is evaluation info synthesized, concise and useful?Does everything begin with good, individualized
assessment?Is the student involved in creating the IEP? In
leading the meeting?Do all parts of the IEP connect to post-secondary
goals?