Skip Navigation Skip to Login



print
Options Counseling Tools

The following documents are tools that can be used during the options counseling process and for supervisors supporting options counselors.
Return to Options Counseling Training Resources and Tools

Table of Contents


General Options Counselor Tools


CA Guidance with Scripts (PDF) or (Word)
This document was created in California for use by Options Counselors. This guidance is focused on: Resources that re-visit the intent and purpose of the OC service. Clarifying the target customers for the OC service. Technical suggestions for improving the OC Action Plan and Protocols relative to family caregivers and family decision-makers. Suggested scripts for OCs and others that help the public recognize the OC brand and support the referral of customers to the OC service.
Source: California

New Mexico Person-Centered Planning Tool (PDF)
New Mexico developed this Person-Centered Planning Tool that enables consumers to assess life situations, eligibility for benefits, home and healthcare supports, medication management, housing, finances, legal affairs, caregiver resources and other aspects of daily living. The tool was developed to help consumers as they make decisions that enable them to live independently and manage the supports and services they need.
Source: New Mexico

Brain Injury Association of VT Intake Interview Guide (PDF) or (Word)
This guide was developed by Neuro-Resource Facilitators (NRFs) at the BIAVT to use with persons with brain injury. NRFs function similarly to Options Counselors. It has been modified for potential use by Vermont ADRC Partner Agencies providing Options Counseling.
Source:Brain Injury Association of VT

New Hampshire Home and Community Living Guide (PDF)
This document can help individuals start an inventory of things they value most, and give them a chance to reflect on their strengths and abilities. By putting these ideas on paper, and reviewing them with family, friends and caregivers, individuals can help their loved ones carry out their plans, if they are not able to do so themselves.
Source: New Hampshire

I & A Caller Brief Assessment (PDF) or (Word)
This is a checklist to guide the worker through a comprehensive conversation related to the contact. It was developed by the Brown County Wisconsin ADRC.
Source: Wisconsin

ADRC Options Counseling Documentation Guide (PDF) or (Word)
This document developed by Brown County Wisconsin ADRC provides a guide for conducting and documenting options counseling sessions organized by three main areas - assessment of need, options discussed, and action plan. The document also maps to the core competencies developed by the Technical Assistance Exchange as well as ADRC grantees.
Source: Wisconsin

Tip Sheet Active Listening Skills (PDF)
This tip sheet created by the National Association of State Unit on Aging’s Information and Referral Support Center covers Active Listening skills.
Source: National Aging Information & Referral Support Center

Brown County Wisconsin Options Counseling Assessment (PDF) or (Word)
This assessment form is completed by options counselors at the Brown County Wisconsin ADRC when they conduct home visits for options counseling.
Source: Wisconsin

Person Centered Planning: Structures for Options Counseling (PowerPoint) or (PDF)
This is a presentation from the 2011 National Meeting on Person-Centered Planning: Structures for Options Counseling by Patty Cotton from the University of New Hampshire's Institute on Disability. It includes examples of graphic Person-Centered Planning tools.
Source: New Hampshire

Motivational Interviewing Tools

It was the Best Plan that Didn’t Happen - ADRC Motivational Interviewing Strategies (PDF) or (PowerPoint)
This presentation is from the Wisconsin state-wide ADRC conference. It introduces the concept of motivational interviewing in the context of options counseling at the ADRC.
Source: Wisconsin

Why Motivational Interviewing is a Good Fit in ADRCs (PDF) or (Word)
This handout was developed by to explain why some concepts of motivational interviewing fit well during the process of options counseling at the ADRC.
Source: Wisconsin

Stages of Change (PDF) or (Word)
This document created by Brown County Wisconsin ADRC applies motivational interviewing's stages of change to the context of ADRCs.
Source: Wisconsin

www.motivationalinterview.org
Motivational interviewing began in the context of working with individuals with substance abuse problems. This site has more information on motivational interviewing.
Source: The Mid-Atlantic Addiction Technology Transfer Center

ADRC Conversation Guide Based on Concepts of Motivational Interviewing (PDF) or (Word)
This guide developed by the Brown County Wisconsin ADRC provides suggestions for how to integrate some of the concepts of motivational interviewing into options counseling at the ADRC.
Source: Wisconsin

Using Motivational Interviewing to Guide Your Conversations (PowerPoint) or (PDF)
This is a presentation from the 2011 National Meeting on Using Motivational Interviewing to Guide Your Conversations, by Ali Hall from the Motivational Interviewing Network of Trainers (MINT)
Source: Ali Hall

Importance confidence and readiness rulers (Word) or (PDF)
This is a supplement to the presentation on Using Motivational Interviewing to Guide Your Conversations''
Source: Ali Hall

A Motivational Conversation (Word) or (PDF)
This is a supplement to the presentation on Using Motivational Interviewing to Guide Your Conversations''
Source: Ali Hall

Visual Tools to use with Individuals During Options Counseling

UNH Institute on Disability's Look Back, Plan Forward Site
This website gives people with disabilities and older adults a place to record and reflect on important life events. Caregivers and service providers can then use this online record as a framework to plan person-centered services and supports to match the individual's preferences.
Source: University of New Hampshire

Prepare To Care Booklet (PDF)
This guide is designed to help caregivers and other family members discuss and create a caregiving plan for oneself or an aging parent, other relative, or close friend or neighbor. Each part of the five step plan includes information on how to get started, questions to ask, and where to find basic resources.
Source: AARP

Action Steps Template (PDF) or (Word)
This document developed by the Brown County Wisconsin ADRC can be used by the options counselor when meeting with consumers in person. It outlines who will do what next so that roles can be assigned to the consumer, family members and the ADRC worker.
Source: Wisconsin

Comparison Chart for LTC Options Counseling (PDF) or (Word)
This chart from Wisconsin compares the financial impact of several different LTC options for a hypothetical consumer.
Source: Wisconsin

Holding a Family Meeting (PDF)
This article reviews helpful techniques for families to discuss LTC options.
Source: Partners in Case

Risk Assessment (PDF) or (Word)
This Risk Assessment is for used by the Brown County Wisconsin ADRC during the options counseling process to assess for high risk individuals.
Source: Wisconsin

Which LTC Program is Best for Me (PDF) or (Word)
This simple flow chart from Wisconsin guides consumers towards the LTC program that best fits their needs.
Source: Wisconsin

PATH Assessment (PDF)
PATH is a creative person centered planning tool which starts in the future and works backwards to an outcome of first (beginning) steps that are possible and positive. Additional information on the PATH planning process and manuals and workshops to learn the techniques can be found with a simple Internet search.
Source: Wisconsin

Increasing Person-Centered Thinking - Improving the Quality of Person-Centered Planning (PDF)
Source: Amado and McBride, Institute on Community Integration UAP, University of Minnesota
This manual is intended to be used as a resource in training programs on Person-Centered Planning. The Minnesota State Department of Human Services contracted with the University of Minnesota’s Institute on Community Integration to provide training about Person-Centered Planning for two years to these provider agencies, the local Arc’s, and staff of other agencies involved in the Performance-Based Contracting project.
Source: Amado and McBride, Institute on Community Integration UAP, University of Minnesota

Tools for Supervisors

ADRC-TAE Tool: ADRC Business Plan Template (PDF)
This document provides an overview of essential elements of a non-profit business plan for the ADRC. It includes recommendations and guidance for developing organizational and management plans, marketing plans, service forecasting and financial planning. The financial plan section outlines the two major components of an ADRC's financial plan: (a) an operating budget and (b) a plan for securing revenues. The section focuses more heavily on securing revenues through creating a business case to justify the investment of state funds; securing the maximum amount of federal financial participation (FFP); and obtaining additional funding from other sources.
Source: TAE

Keys to Supervising I and A Staff (PDF) or (PowerPoint)
This presentation is from the Wisconsin state-wide ADRC conference. It provides strategies for supervising options counselors.
Source: Wisconsin

Enrollment Counseling Bulletin (PDF)
This technical assistance document created by Wisconsin contains some decision support tools to help individuals see differences in publicly funded long-term care programs.
Source: Wisconsin

Supporting the Supervisor: Helpful Information for Information & Assistance Supervisors (PDF)
Wisconsin developed this guide for supervisors based on a training they held at their statewide ADRC meeting. It includes tips for recruitment, on-going performance feedback, a sample job description for a supervisor, and a sample supervisor training needs plan.
Source: Wisconsin

ADRC Call Feedback Form (PDF) or (Word)
This document is used by the Brown County, Wisconsin ADRC site to provide feedback to staff after call listening by a supervisor. Call listening is a quality improvement strategy used by the Brown County ADRC to ensure staff are appropriately responding to initial calls to the ADRC and remaining open to the need for options counseling. The form also assesses staff competency in incorporating motivational interviewing skills into interactions with consumers and helps identify training needs.
Source: Wisconsin

Information and Assistance Bulletin (PDF)
This technical assistance document created by Wisconsin is focused on supporting a strong staff orientation and is a foundational tool. It contains a job description for Options Counselors on page 16.
Source: Wisconsin

New Hampshire's Counselor Job Description (PDF) or (Word)
ServiceLink's job description for long term support counselor
Source: New Hampshire

ADRC - Training - OC Skill Capabilities (PDF) or (Word)
This is the Final DRAFT of Michigan's Skill Capabilities for Options Counselors. They emphasize person-centered planning and self-direction.
Source: Michigan

Oregon OC Professional Standards (PDF) or (Word)
These are professional standards for Oregon's Options Counselors. They include Job Tasks, Minimum Job Qualifications, and Job Requirements.
Source: Oregon

Evaluation Surveys and Tools

NC Pre and Post Training Tests (PDF)
North Carolina developed this test to help evaluate their staff options counseling training by testing staff before and after training. The test is only designed to evaluate training efficacy, not progress of individuals.
Source: North Carolina

NC Pretraining Quiz Findings (PDF)
As part of evaluating its options counseling program, North Carolina developed a pre and post training quiz for staff. This report contains the results of the pre-training testing. It will eventually be compared to post training testing.
Nevada ADRC's Pre-Presentation Options Counseling Training Assessment (Word)
This tool is for supervisors to assess their staff's knowledge of options counseling before a training.
Source: Nevada

ADRC Call Feedback Form (PDF) or (Word)
This document is used by the Brown County, Wisconsin ADRC site to provide feedback to staff after call listening by a supervisor. Call listening is a quality improvement strategy used by the Brown County ADRC to ensure staff are appropriately responding to initial calls to the ADRC and remaining open to the need for options counseling. The form also assesses staff competency in incorporating motivational interviewing skills into interactions with consumers and helps identify training needs.
Source: Wisconsin

OR OC Training Surveys
Oregon developed these web-based surveys to be conducted with all those who have completed Options Counseling training or OC supervisor training.
Source: Oregon
OR OC Supervisor Training (PDF)
OR Staff OC Training Survey (PDF)
OR OC Supervisor Training (Word)
OR Staff OC Training Survey (Word)

Maine Survey of Staff Training (PDF)
This draft survey was developed by Maine as part of their evaluation of the Options Counseling Program. It is designed to evaluate the Options Counseling Standards staff training.
Source: Maine

Maine Person-Centered Planning Training Evaluation Survey (PDF)
Maine developed this survey to evaluate their Person Centered Planning for Older Adults training.
Source: Maine

Wisconsin Customer Satisfaction Survey (PDF) or (Word)
Wisconsin developed this survey to measure customer satisfaction.
Source: Wisconsin

Wisconsin Customer Satisfaction Evaluation Executive Summary (PDF) or (Word)
The Wisconsin Department of Health Services conducted an evaluation of customer satisfaction among clients of the state’s ADRC to provide baseline customer satisfaction measures and the tools for ongoing tracking of customer satisfaction.
Source: Wisconsin

Created by: EKDilla last modification: Tuesday 08 of January, 2013 [23:18:25 UTC] by EKDilla