Training Assistance
Matrix General Training Plan
A six-month to one-year project specifically designed
to provide the technical assistance and training necessary for orientation,
design, case management training, and procedures for collection and analysis
of data. The outcome at the end of the project is to institutionalize
the Matrix model into service components and to use the data to make programmatic
decisions.
The Matrix model as currently structured is used as a base to accomplish the following objectives and tasks:
Customize the base Matrix model. Identify
specific categories and indicators for use with specific populations. Validate
the indicators with field testing with clients and workers. Maintain reliability
using case scenarios and case presentations.
Train staff to use the Matrix Model with
clients. The training sessions cover the following topics: overview of the
Family Matrix model; conducting an interview with the Matrix for continuous
assessments of client status levels; supporting the strengths of families;
procedures; and data entry.
Training Sessions: A comprehensive training
manual is provided for all staff using the Matrix
Objective 1: Overview of Matrix Outcomes Model
-
Demonstration of how it works; reflection on first-time
experience
- Differences between outcome accountability
vs. services and resources provision
- Principles of outcomes measurement; benefits
of outcome measurement
- Role of outcomes in agency strategic planning
and potential as an evaluation tool
Objective 2: Select Matrix categories that are appropriate
to client population; addition of categories for additional information
-
Validity test to develop indicators appropriate with
client population
- Reliability test to establish consistency of Matrix
indicators
- Revision of Matrix model based on validity and reliability
tests and pilot test
Objective 3: Training staff to use the Matrix model
with clients.
- Family support and empowerment principles
- Interview and/or survey training using Matrix tool
- Case management and family participation standards
Objective 4: Appropriate data collection
to enter into The Matrix Creator Database.
- Staff procedures for entering data into worksheet
- Reporting, analysis and presentation; tracking through
charting
Objective 5: Establishment of policy and procedures for utilizing the
Matrix model for assessment and data collection.
- Analysis of data needs across program sub-units
- Role clarification of supervisor, case manager,
counselor, family worker/advocate, and clerical staff in use of Matrix
model and data collection
- Maintaining Matrix standards for assessment, case
management and data collection
- Written procedures and establishment of timed sequences
for data collection
- Improving case management practices using the Matrix
data
- Continuing case reviews and presentations to integrate
Matrix proficiency with using data
- Aggregation of Matrix data for agency strategic
planning
For information contact
Jerry Endres M.S.W.
Director
Institute for Community Collaborative Studies
California State University, Monterey Bay
831.582.3624
831.582.3899 fax
jendres@csumb.edu.
http://iccs.csumb.edu
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