Transition Planning for SCSEP Participants July 8 2010

Transition Planning for SCSEP Participants July 8, 2010 – 2 pm ET

Webinar Platform: Participant Attendee List View Presentation Slide Area Full Screen Chat Room Status Options Transition Planning for SCSEP Participants 2

Submitting Questions § To submit a question or comment, type the question in the text field and click the arrow button. § Please enter the name to whom the question is directed. Text Field Gary, where can I find today’s PPT? § Your name, the text “Submitted Question, ” and your question will appear in red on your screen, indicating successful submission. § Questions are directly transmitted to presenters—no other participants will see your questions. Arrow Button Transition Planning for SCSEP Participants 3

Practice In the Chat Room, please type the name of your organization, your location, and how many people are attending with you today. Transition Planning for SCSEP Participants 4

How to Participate in Polls Transition Planning for SCSEP Participants 5

WEBINAR RESOURCES: Access to Webinar Resources Recordings and transcripts are available within 2 business days after the event. Transition Planning for SCSEP Participants 6

Presenters Presenter: § Joyce Welsh M. H. West & Associates Moderator: § Judith Gilbert Team Leader, SCSEP National Office Transition Planning for SCSEP Participants 7

Durational Limits in Context Webinar #1: May 6, 2010 § SCSEP Durational Limits: What Do They Mean for Grantees and Participants? Webinar #2: May 20, 2010 § SCSEP Waiver Factors for Durational Limits Transition Planning for SCSEP Participants 8

Objectives § Grantee view – Overall program strategies § Participant view – Concrete exit strategy steps Transition Planning for SCSEP Participants 9

What Will Grantee Policy Be? 1. 48 months with waivers 2. 48 months with no waivers 3. Less than 48 months Transition Planning for SCSEP Participants 10

Policy Points to Ponder § Will participants be better off in a year? § What can be accomplished in another year that hasn’t been in the last four? § What factors are beyond the participant’s (and program’s) control? § What impact will multiple extensions have on the average project duration? Transition Planning for SCSEP Participants 11

Grantee View Determine grantee durational limit policy Determine the scope of the challenge: How many participants will exit in July 2011? 6 MONTHS OUT 12 MONTHS OUT • Ensure required transition policies are being adhered to • Train sub-grantee staff on transition processes and priority actions • Ensure waiver factors have been documented • Ensure sub-grantee understanding of waiver policy How many participants will exit in August (then September, then October…) 2011? Transition Planning for SCSEP Participants 12

After Grantee Has Made an Extension Policy Decision… When and how do you begin the process of easing participants off the program as they reach their individual participation limit? Transition Planning for SCSEP Participants 13

Beginning the Process § Begin NOW – What is the scope of your challenge? – Who will be exiting? § Set a quarterly schedule to refocus your participants Transition Planning for SCSEP Participants 14

Practice Points to Ponder How and when will you notify participants? § Group meeting? § Letter? § Individual meeting? How will you notify host agencies? § Group meeting? § Letter? § Individual meeting? Transition Planning for SCSEP Participants 15

How to Begin § Honestly assess the participant’s strengths and weaknesses with the host agency supervisor § Meet with participant to re-start IEP process – Reorientation – Reassessment – Redesigned IEP Transition Planning for SCSEP Participants 16

Individual Employment Plan The IEP is your key tool § The IEP process helps each participant accomplish as much as possible while in SCSEP § An IEP keeps you and participants focused Transition Planning for SCSEP Participants 17

The Clock Is Ticking… You have one year to prepare long-term participants for a permanent job or other services before the BIG BANG – the first 48 month durational limit hits § Aftershocks: Every month thereafter, someone will hit the 48 month limit Transition Planning for SCSEP Participants 18

Triage Participants with job potential § Escalate job development activities § Rotate host agencies § Determine suitability for specialized training and/or OJE Transition Planning for SCSEP Participants 19

Triage Participants who may not achieve unsubsidized employment § Reassessment is critical § Don’t ignore the possibility of placement Transition Planning for SCSEP Participants 20

Your Time Is Limited! The IEP must be: § Realistic § Achievable § Clear § Comprehensive Transition Planning for SCSEP Participants 21

What Your Staff Need to Know § Host agencies that provide a supportive environment for participants with barriers or growing frailties § Local job market and job qualifications § Available training opportunities that lead to jobs mentioned above § Available social services Transition Planning for SCSEP Participants 22

If the Clock Has Run Out… § Make referrals for employment or other assistance § Ensure the participant has a budget to follow and is signed up for appropriate social services (ASAP!) § Get permission and alert the participant’s support network (if any) to their increased vulnerability Transition Planning for SCSEP Participants 23

Dealing with Long-Term Participants Critical elements: § Good case notes – give extra attention to capturing and documenting waiver factors § Develop partnerships with organizations and agencies that provide supportive services Transition Planning for SCSEP Participants 24

Post-SCSEP Support Services § § § § Subsidized housing Energy assistance Utility discount Food stamps SSI Transportation assistance Ao. A programs and services: – Homemaker and home health aides – Congregate and home-delivered meals – Friendly visiting programs Transition Planning for SCSEP Participants 25

Community Directories § United Way: Call helpline (211) and ask for help to identify resources for which your participant might qualify § Area Agencies on Aging: Information, referral, and assistance programs § Gov. Benefits. gov: Information on over 1, 000 benefits and assistance programs Transition Planning for SCSEP Participants 26

Stipend Programs § Corporation for National and Community Service Senior Corps: – Foster Grandparents (stipend) – Senior Companions (stipend) – RSVP (non-stipend) Contact your state office NOW at www. seniorcorps. gov/about/contact - there may be a waiting list for stipend programs Transition Planning for SCSEP Participants 27

Non-Stipend Programs Volunteer Opportunities Continue to enhance the participant’s sense of self-worth and connectedness to the community. *See list of various resources on the Older Workers Community of Practice and add your suggestions! Transition Planning for SCSEP Participants 28

Plotting Out the Exit Process § Triage participants based on tenure – first in, first out § Chart out participants targeted for exit in each quarter – Allow appropriate time to inform and prepare each group for exit – Continue process with new group exiting each quarter Transition Planning for SCSEP Participants 29

Plotting Out the Exit Process § Have a participant recruitment plan in place to refill each exiting cohort § Have a host agency recruitment plan to support new participants § Have a placement plan to exit participants into jobs, where appropriate, to maintain entered employment ratio Transition Planning for SCSEP Participants 30

Summary Steps 1. Determine the scope of the problem – Will multiple exit quarters be needed? – If so, how many long-standing participants must exit each quarter? Transition Planning for SCSEP Participants 31

Summary Steps 2. Call in each targeted participant § Reassess for placement potential § Transfer or begin job development § Develop IEP for exit transition Transition Planning for SCSEP Participants 32

Transition Planning 3. Develop an exit transition IEP for participants without placement potential § Develop budget minus SCSEP wages § Refer to necessary support services and stipend/volunteer programs § Gain permission from participant and contact social support systems to ensure safety net throughout transition Transition Planning for SCSEP Participants 33

Two Tracks for Transition Planning Track 1: Good employability potential Enhanced job development efforts Rotation Host agency hire Specialized training OJE Unsubsidized job Transition Planning for SCSEP Participants 34

Two Tracks for Transition Planning m Track 2: More vulnerable, less apt to gain employment Volunteer opportunities Safety net planning Budget less Title V wages Other program referral Social services referral Transition Planning for SCSEP Participants Personal support system Termination 35

Transition Planning Transition planning is an ongoing process. *From PY 2011 forward, after exiting long-term participants Transition Planning for SCSEP Participants 36

Participant View – Local Level 12 months out (July 2010) Does the participant have reasonable job potential? Develop updated IEP YE Escalate skills development NO S Reassess each participant who will reach the 48 month limit in July 2011 Begin exit transition activities (see 6 months out chart) Escalate job development Transition Planning for SCSEP Participants 37

Participant View – Local Level 6 months out (January 2011) Reassess each participant who will reach the 48 month limit in July 2011, who still does not have employment Update IEP Refer participant to other services, One-Stops, and volunteer activities Ensure participant has budget to follow Alert support network to increased vulnerability Transition Planning for SCSEP Participants 38

Triage Your Participant Base § Management Reports will available in August 2010 and ongoing § 12 month process begins anew and will be ongoing Transition Planning for SCSEP Participants 39

Ongoing Transition Planning Work with project staff to establish job readiness of each participant § Review assessments and IEPs § Interview participants § Clarify participant’s goals and identify challenges to employment § Ensure marketable participants have resumes § Prepare participants for interviews § Escalate IEPs of most job-ready to include specialized training and OJE, as appropriate Transition Planning for SCSEP Participants 40

Analyze Participant Characteristics Develop a matrix to analyze characteristics of short- and longterm participants § Replicate positive and minimize negative combinations of factors § Target recruitment § Recruit host agencies that replicate successful training experiences and assignments § ID specialized training for credentials /certifications appropriate to your participant base and community job demands Transition Planning for SCSEP Participants 41

Question and Answer Period Please enter your questions into the Chat Room! Transition Planning for SCSEP Participants 42

Share Your Ideas with Your Peers! You have the option to submit content for review by uploading the resource or providing a link to the resource. Share your demand-driven strategic plans, models, innovations, resources, and ideas! Transition Planning for SCSEP Participants 43

WEBINAR RESOURCES: Access to Webinar Resources Recordings and transcripts are available within 2 business days after the event. Transition Planning for SCSEP Participants 44

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