Program Sustainability and Expansion Strategies

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Grant programs are expected to ensure the sustainability of their core activities after the initial grant funding has ended in order to achieve long-term goals and meaningful system reform. Sustainability requires building partnerships, adopting new business processes, training staff, and using information technology in new and more efficient ways. Achieving sustainability also requires foresight and creative thinking. Early grantees learned that it is important to plan for sustainability of the program at the beginning of the project, to involve consumers and community partners in meaningful ways in program planning so they become invested in the vision and goals of the program; and to view the ADRC and/or CLP as part of the state’s ongoing vision for long-term care systems reform.

We invite you to explore the resources on this page about achieving sustainability. We also encourage you to access the peer-to-peer exchange if you would like to post a question or comment for response from other website users. You may also contact the Technical Assistance team at adrc-tae@lewin.com.

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2012 ADRC Joint Program Funding Annoucement FAQ

Source: ACL
This is a funding opportunity from the Administation for Community Living (ACL), Centers for Medicare and Medicaid Services (CMS), and the Veteran's Health Administration (VHA), number HHS-2012-ACL-RO-1210. This opportunity is for states to significantly strengthen and expand their long term services and supports Options Counseling (LTSS OC) programs. Application deadline is July 25, 2012.
(Word)
(PDF)
Associated Date: May 2012

ADRC Statewide Planning Template

Source: TAE
This updated ADRC Statewide Planning Template with completed example language has been posted to assist states as they complete their ADRC Five-Year Statewide Plan.
(Word)
(PDF)
Added March 23, 2011

Making the Business Case for a Comprehensive Long Term Services and Supports (LTSS) Strategy

Source: Technical Assistance Exchange
This document is intended to help generate ideas for state officials to use in briefing documents and transition materials for new Governors and other state leaders following the elections in 2010.
(Word)
(PDF)
Updated July 20, 2011

TAE Issue Brief - Leadership Transition and Succession Planning

Source: Technical Assistance Exchange
This issue brief describes how organizations can plan
for and manage both internal and external leadership
transitions to minimize disruptions and position themselves
to take advantage of opportunities to strengthen
collaboration and improve services.
(PDF)
Added November 5, 2010

TAE Training Handouts: ADRC Overview Handouts

Source: Technical Assistance Exchange
This series of handouts was developed by the TAE to be distributed in conjunction with ADRC training sessions. Topics covered are an ADRC Overview, Options Counseling, Sustainability, Partnership, Social Marketing, Care Transitions, and Serving Private Pay Consumers. Grantees may find them useful for quick reference.
(PDF) Caption: ADRC Overview
(PDF) Caption: Options Counseling
(PDF) Caption: Partnership
(PDF) Caption: Private Pay
(PDF) Caption: Social Marketing
(PDF) Caption: Care Transitions
(PDF) Caption: Sustainability
(Word) Caption: ADRC Overview
(Word) Caption: Options Counseling
(Word) Caption: Partnership
(Word) Caption: Private Pay
(Word) Caption: Social Marketing
(Word) Caption: Care Transitions
(Word) Caption: Sustainability
Associated Date: May 2010

ADRC Profiles in Sustainability

Source: ADRC-TAE
Profiles in Sustainability report was developed in 2006 and includes case studies on Maryland, Massachusetts, Minnesota, New Hampshire, New Jersey, and South Carolina. These profiles include information about what strategies grantees are using to achieve sustainability and what they have found to be facilitators and challenges to sustainability.
(Word)
(PDF)
Updated December 12, 2007

ADRC-TAE Issue Brief - Public and Private Partnerships

Source: ADRC-TAE
The Lewin Group completed several case studies on existing successful aging and disability public-private partnerships. The case studies describe the approach, implementation, and outcomes of each partnership as well as reported 'lessons learned.'
(Word)
(PDF)
Updated March 6, 2008

Community Living Brief: Evaluation as a Means to Sustainability in Real Choice Systems Change

Source: Stephen Soldz, Independent Living Research Utilization (ILRU) Community Living Partnership
Why is evaluation useful? How do you conduct a practical evaluation without straining resources? How can a program integrate evaluation activities into a project so that they become an asset rather than a burden? The answers to these questions and additional resources can be found in Volume 4 of the Community Living Brief.
(External Link)
Updated February 5, 2008

Facilitators of ADRC Sustainability: Lessons from the Field

Source: The Lewin Group, ADRC-TAE
This document summarizes the most common conditions, features and characteristics that the states in our study identified as being facilitators of sustainability.
(Word)
(PDF)
Updated December 12, 2007

2012 ADRC Joint Program Funding: CMCS Informational Bulletin
Source: CMCS
The 2012 ADRC Joint Program Funding Opportunity is for states to significantly strengthen and expand their long term services and supports Options Counseling (LTSS OC) programs. This is the Center for Medicaid and CHIP Services' (CMCS) bulletin sent out to Medicaid agenices across the nation to further promote this effort.
(PDF)
Associated Date: June 2012

Sustainability Strategies in Tough Economic Times

Source: TAE
Sustainability Strategies in Tough Economic Times - Seed Qs
(Word)
Associated Date: February 2011

Sustainability Strategies Implementing Fee for Service and Cost Share
Source: Monica Micklos
2011 National Meeting Session: Sustainability Strategies in Tough Economic Times
(PDF) • File type: doc
(Word) • File type: doc
Associated Date: February 15, 2011

Program Sustainability Training Resources Handout

Source: TAE
2011 National Meeting Training: Program Sustainability Strategies: Making the Case for HCBS Infrastructure Development and Reblancing
(PDF) • File type: doc
(Word) • File type: doc
Associated Date: February 15, 2011

Taking the Long View: Investing in Medicaid Home and Community-Based Services is Cost-Effective
Source: AARP
2011 National Meeting Training: Program Sustainability Strategies: Making the Case for HCBS Infrastructure Development and Reblancing
(PDF)
Associated Date: February 15, 2011

Wisconsin Daily Activity Log Summary
Source: Wisconsin
2011 National Meeting Presentation Session: Sustainability Strategies in Tough Economic Times

(PDF)
Associated Date: August 2009

Wisconsin Daily Activity Log
Source: Wisconsin
2011 National Meeting Session: Sustainability Strategies in Tough Economic Times
(PDF)
Associated Date: August 2009

Wisconsin Aging and Disability Resource Centers and Federal Funding
Source: Wisconsin
2011 National Meeting Session: Sustainability Strategies in Tough Economic Times

(Word)
(PDF)
Associated Date: January 2011

Overview of Leadership Transition

Source: Technical Assistance Exchange
The resources on this page are intended to help your programs prepare for changes in leadership in your state and help you bring new leaders up to speed on your programs. You can adapt them for your states and use them them in briefing books.
(External Link) • File type: web
Added November 5, 2010

Maine ADDGS Grant Project

Source: ADSSP National Resource Center Studies
Report developed by the ADSSP National Resource Center that describes systems and sustained change in Maine.
(PDF) • File type: pdf
Associated Date: January 01, 2006

North Carolina ADDGS Grant Project

Source: ADSSP National Resource Center Studies
Report developed by the ADSSP National Resource Center that describes systems and sustained change in North Carolina.
(PDF) • File type: pdf
Associated Date: January 01, 2006

ADRC Statewide Plan Template

Source: Technical Assistance Exchange
The ADRC Statewide Plan Template was provided as part of the ADRC Statewide Plan Session at the 2010 National Meeting on February 24, 2010.
(Word)
Added March 3, 2010

ADRC Statewide Planning Plenary Workshop: Definition of Statewide

Source: Technical Assistance Exchange
This is the Power Point presentation by Carrie Blakeway given at the 2010 National Meeting during the session entitled ADRC Statewide Planning Workshop.
(Powerpoint)
(PDF)
Updated March 2, 2010

The TASC Planning Zone: A virtual toolkit for strategic planning

Source: NASUA
This is the Power Point presentation by Martha Roherty and Lindsey Copeland given at the 2010 National Meeting during the session entitled ADRC Statewide Planning Workshop.
(Powerpoint)
(PDF)
Updated March 2, 2010

Growing the Iowa ADRC

Source: Iowa ADRC
This is the Power Point presentation by Joel Wulf given at the 2010 National Meeting during the session entitled ADRC Strategic Planning and Sustainability.
(Powerpoint)
(PDF)
Updated March 2, 2010

Innovations from Georgia’s CLP and ADRC: Creating and Sustaining a Modernized Long-Term Care System

Source: Georgia CLP & ADRC
This is the Power Point presentation by Cliff Burt, Kim Grier, Cheryl Harris, Karen Nelson and Cara Pellino given at the 2010 National Meeting during the session entitled Innovations from Georgia’s CLP and ADRC - Creating and Sustaining a Modernized Long-Term Care System.
(Powerpoint)
(PDF)
Updated March 2, 2010

Single Entry Points as Cornerstone to Long Term Care Transformation - Presentation from 2009 HCBS

Source: Technical Assistance Exchange
The 2009 Home and Community Based Services conference featured a presentation by Joseph Lugo from AoA and Heather Johnson from the Massachusetts and Vermont ADRCs on using ADRCs to drive change in states' long term care systems during fiscal crisis. The session discussed how states can strategically develop their programs through innovative uses of existing funding.
(Powerpoint) Caption: Johnson Slides
(Powerpoint) Caption: Lugo Slides
Associated Date: September 2009

Looking Back/Moving Forward - National/State Impact of ADRCs

Source: ADRC-TAE, The Lewin Group
This presentation was given by Joseph Lugo of AoA, Lois Yellowthunder of Minnesota Board on Aging, and Cindy Gruman of The Technical Assistance Exchange at the 2009 n4a Conference in Minneapolis during a session assessing the experience of ADRCs over the first 5 years of the grant.
(Powerpoint)
(PDF)
Associated Date: July 2009

Call notes from the May ADRC Monthly Call on Sustainability and Expansion

Source: TAE, The Lewin Group
These call notes summarize discussion from the May 7, 2009 Monthly Call on Sustainability and Expansion.
(Word)
(PDF)
Associated Date: May 07, 2009

ADRC Sustainability and Expansion Presentation from the May 7, 2009 Monthly ADRC Call

Source: TAE, The Lewin Group
This presentation was given during the May 7, 2009 Monthly ADRC Call on ADRC Sustainability and Expansion.
(Powerpoint)
(PDF)
Associated Date: May 07, 2009

"Strategies for Creating Organizational Abundance" Presentation
Source: Jim Firman, NCOA
This presentation was given by Jim Firman, President and CEO of the National Council on Aging, as a part of their Healthy Aging Briefing Series. It covers the concepts of abundance vs. scarcity and provides resources and strategies for securing abundance in your own organization.
(Powerpoint)
(PDF)
Added March 5, 2009

CMS FY 2008 Aging and Disability Resource Center Grant Solicitation
Source: CMS
CMS was awarded $5 million for Aging and Disability Resource Center/Area Agencies on Aging grants for FY08. The FY 2008 Grant Category is "Development and Implementation of a Person-centered Hospital Discharge Planning Model." The new grant solicitation will build upon the successes and direction of earlier Real Choice Systems Change and Aging and Disability Resource Center grant opportunities by providing targeted assistance to States’ in their efforts to improve hospital discharge planning through collaboration with, Aging and Disability Resource Centers (ADRCs), Area Agencies on Aging, and Centers for Independent Living.
(External Link) Caption: Link to Solicitation
(Word)
(PDF)
Updated May 7, 2009

Texas’s Use of Administrative Funds to Expand the ADRC

Source: TAE
The Texas Department of Aging and Disability Services embarked upon an initiative to use their Older Americans Act administrative funds to expand the Aging and Disability Resource Center program into five new regions. This funding will support these five additional sites for two years beginning in 2008. Texas is the first state to use OAA administrative funding to directly support or expand ADRC activities. Other states with excess un-obligated OAA administrative funds might consider using these funds to support existing ADRCs or expand ADRC services into new regions.
(Word)
(PDF)
Updated July 5, 2011

Published Letter About Maryland MAP from County Executive

Source: Maryland MAP - ADRC
ADRC's are faced with the challenges of sustainability and ongoing marketing outreach to consumers. Maryland Access Point of Howard County, MD was featured in the local publication SeniorConnection. In each edition the County Executive writes an opening letter about the feature. It is letters like this example that can help the local ADRC work toward the goals of sustainability and outreach.
(PDF)
(Word)
Added February 15, 2008

Sustainability - Pilot Site Call Notes - May 18, 2006

Source: The Lewin Group, ADRC-TAE
These notes summarize the May 18, 2006 call held by the Pilot Sites Peer Work Group about sustainability.
(Word)
(PDF)
Associated Date: May 18, 2006

Program Sustainability Discussion - Call Audio - May 4, 2006

Source: The Lewin Group, ADRC-TAE
This is the audio recording for the May 2006 Program Sustainability Discussion Call.
(Internal Link)
Associated Date: May 04, 2006

A Framework for Assessing ADRC Sustainability Slides

Source: The Lewin Group, ADRC-TAE
Provides an overview of the theoretical framework used for Lewin's 2006 ADRC sustainability study.
(Word)
(PDF)
Updated November 20, 2007

ADRC - Spring 2005 National Meeting Break-out Session Notes

Source: The Lewin Group, ADRC-TAE
This document contains the key themes from the break-out sessions at the Spring 2005 National ADRC Meeting. The break-out sessions were titled, 'Working With Medicaid Offices,' 'IT/MIS and Data Collection/Reporting,' and 'Sustainability.'
(Word)
(PDF)
Associated Date: February 01, 2005

ADRC Spring 2005 National Meeting - Sustainability Session

Source: The Lewin Group, ADRC-TAE
This document provides agenda and speaker biographies for this session.
(Word)
(PDF)
Associated Date: February 01, 2005

Workshop: 'It's Our Money' - Understanding Community-Based Care, Organization and Delivery
Source: Robert Wood Johnson Foundation Community Partnerships for Older Adults
These workshop materials detail information on financing, organization, and delivery of community programs; information sharing among older adults, caregivers, and long term care and supportive services systems decision makers; and assess areas of the systems needing change.
(External Link)
Updated November 20, 2007