Case Management: An Intentional Advising Model

1. Case Management: An Intentional Advising Model Bitsy Cohn, Coordinator, Developmental Education, CCCS Joanna Liebelt, FastStart@CCD Case Manager, CCD

2. Agenda • Introductions • Case Management • Who are you managing? • Intentional Advising (IA) • Managing a Caseload • Creating a Case File • Questions?

3. What is Case Management? • FEATURES • Holistic approach to individual needs • Process of facilitation allows for referral, not just direct service • Collaborative outcomes: individualized support combined with individual’s effort Case management is a collaborative process of assessment, planning, facilitation and advocacy for options and services to meet an individual's …needs Case Management Society of America (CMSA)

4. Who are you managing? • Students enrolled in Energy Programs • Students who are enrolled in one of your college’s TAA funded Developmental Education Redesign classes • “TAA like” students – TAA eligible, WIA, unemployed, displaced worker, displaced homemaker

5. Intentional Advising • About the relationship • Looking at all the hats they wear • Helping them overcome outside obstacles so they can be successful students • Network established • Offices for referrals • Specific people within the offices • On and off campus • Faculty • Student Services • Coaches/Energy Colleges http://www.nacada.ksu.edu/Clearinghouse/AdvisingIssues/Intrusive_advising.htm

6. Case Management = Intentional Advising • Goal is to help students feel cared for by the institution • Proactive • Not hand-holding • Not parenting • Jennifer Varney • Earl (1987) observed that Intrusive (Intentional) Advising is about getting to the heart of what is causing difficulty for a student and recommending the appropriate intervention • Helping students learn to seek help when needed – Earl (1997) http://www.nacada.ksu.edu/ePub/AAT30-3.htm#10 http://www.nacada.ksu.edu/Clearinghouse/AdvisingIssues/Intrusive-Freshmen.htm

7. Advising vs. Counseling • When to refer to counseling • Severity of the issue that is interfering with their life • http://www.nacada.ksu.edu/Clearinghouse/M02/Counsel.htm

8. Teaching Self Advocacy THE FOUR KNOWS • Who am I • What do I need • Who do I ask? • How do I ask appropriately? Bitsy Cohn, – The Edge Workshop FRCC/LC, 2006

9. Creating a Case File • Intake Process Checklists • Forms NACADA Clearinghouse • Contracts ex: Participation Agreement • Referrals • Outside Tracking • Required record keeping • Electronic Student Case File (ESCF) - Interview Guide • Case notes

10. Intake forms/advisor notes/student files • FERPA • Educational records: • Written documents; (including student advising folders) • Computer media; • Microfilm and microfiche; • Video or audio tapes or CDs; • Film; • Photographs. • Not considered records: • Private notes of individual staff or faculty; (NOT kept in student advising folders) • Campus police records; • Medical records; • Statistical data compilations that contain no mention of personally identifiable information about any specific student If you have specific questions concerning the interpretation of FERPA contact your Registrar or Student Legal Services office. http://www.nacada.ksu.edu/Resources/FERPA-Overview.htm

11. Questions?