Transcript Individualized Development Plan

Case Notes
S
DATE anything you write
S
QUOTE exactly as stated
S Recognize PERTINENT information
S Write in SPECIFIC, OBSERVABLE and
MEASURABLE terms
S If your OPINION, say so
Case Note Exercise
• 5
Case Note Exercise
• 5
Case Note Exercise
• 5
Case Note Exercise
• 5
Case Note Exercise
• 5
Individualized Development Plan
COMPETENCY:
Be able to assist clients with the creation
and implementation of
Individualized Development Plan
IDP Process
Essential Elements-IDP’s
•
•
•
•
Identifying information
Summary of education and training
Employability issues
Current Services being received
from other agencies
Elements of IDP’s
(continued)
• Identified goals:
– Long term
– Short term
– Steps to achieve each short term goal
– Person responsible
– Follow-up date
Signature/date
Reviewing The IDP
•
•
•
•
•
•
•
•
Summary of the assessment
State specific goals
State who is responsible
Dates for each step accomplished
Client’s & case manager’s signatures
Client should be given a copy
Reviewed and updated regularly
Can notes be deciphered
Case Management Follow-Up
on Referrals
Confirm the client
attended the
appointment.
Determine what the
client’s next steps are.
Is the case manager’s
support needed, and
whether a modification
of the IDP is required.
Identify what
transpired at the
appointment
through the eyes
of both parties.
Take corrective
measures (such as
rescheduling) if the
client did not attend the
appointment as
planned.
Track and Monitor the IDP
Conduct follow-up interviews with
client, service providers, and employers
Assess and analyze client’s progress
Provide assistance and support
toward completion of client’s IDP
Assess continuing
appropriateness of plan
Assess Continuing Appropriateness
•
•
•
•
•
Areas unexplored
Were referrals for support adequate
Lack of motivation
Long term goals too much
Are they really the client’s goals