Facilitator Cheat Sheet printable pdf download

FACILITATOR CHEAT SHEET

I. Welcome and Overview (5

minutes)

• Welcomes team

• Team members introduce themselves

• Provide an overview of the purpose and phases

• Develops group agreements

II. Present the Case (20 minutes)

 Explain to the team to write down questions during presentation; this phase is for the worker to

present the case and there will be time to ask follow-up questions

• Ongoing Worker presents case summary using Oral Case Presentation tool

•

Two copies should be available in room for worker and supervisor

• Invite additional comments on the case from other case-related team members (supervisor, provider,

etc.)

• If this is a subsequent PRT, worker should address the action steps from the previous plan and the

status

III. Clarify and Explore (15 minutes)

 Explain this is the opportunity to clarify and explore issues that will assist with brainstorming and

developing an action plan focused on permanency.

 Remind the team to stay strength-based, and permanency driven.

AT THE END OF CLARIFY AND EXPLORE:

 The legal permanency status needs to be complete

 If not already asked, what is the permanency goal and concurrent goal of record

 If not already asked, when was the last full disclosure made

 If not already asked, when was the last time the child was asked about permanency?

 Ensure the scribe captured the above information

IV. Brainstorm (25 minutes)

PRIOR TO TEAM STARTING TO BRAINSTORM:

 Start by asking the worker the first question.

 Remind the team they can brainstorm any of the questions, it doesn’t have to be in order.

 CAUTION: Phases can blend here, team members may ask questions; or ask worker if something

could be considered. REMIND team to just throw out ideas.

V. Create Permanency Action Plan (35 minutes)

BEFORE ACTION PLAN IS DEVELOPED:

 Ask Team to recommend the permanency goal and concurrent goal

ASK THE TEAM TO ADVOCATE FOR IDEAS THEY THINK ARE PERMANENCY-DRIVEN

 Place a mark next to the ideas the team has chosen

 After the team has discussed the brainstorming ideas, the facilitator or worker can circle up to 4 ideas

 Other team members may volunteer to do an action item even if the worker doesn’t circle it. If the

worker agrees, it can be added to the action steps

 After the ideas have been chosen the facilitator

develops the action steps

on a separate sheet

 Ask scribe to read back all the action steps, who is assigned, and the due date.

VI. Debrief (10 minutes)

• How can the worker best explain the action plan to families and youth?

• Are there any unanswered questions or concerns?

• What did you learn in this discussion that could be applied to other cases?

Facilitator Cheat Sheet

Related Articles

Related forms

Related Categories