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Options Counseling Training Materials

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Options Counseling Across the Long Term Services and Supports Spectrum For Program Planners and Managers
Key ResourcesADRC-TAE-Provided Resources
Source: TAE
These are the slides for the Options Counseling Across the LTSS Spectrum for Program Planners training session that was delivered at the February 2011 National Grantee Meeting.
(Powerpoint)
(PDF)
Associated Date: February 2011

TAE Training Handouts: Options Counseling Core Competencies
Key ResourcesADRC-TAE-Provided Resources
Source: TAE
This series of handouts details some key considerations for program planners and managers and key staff involved in options counseling based on the six core competencies of options counseling. The information is based on current practices in the field, and will continue to evolve as more ADRCs develop robust options counseling programs. Over the next year, the Administration on Aging (AoA) will be working with a group of states to develop national standards for options counseling, and this work will also impact and contribute to these concepts. Please let us know if you have comments, suggestions, or questions about these handouts by contacting the Technical Assistance Exchange at NoWrongDoor@acl.hhs.gov.
(Word) Caption: Determining the Need for Options Counseling
(Word) Caption: Assessing needs, values and preferences
(Word) Caption: Understanding and educating about public and private sector resources
(Word) Caption: Facilitating self-direction /self-determination
(Word) Caption: Encouraging future orientation
(Word) Caption: Following-up
(PDF) Caption: Determining the Need for Options Counseling
(PDF) Caption: Assessing needs, values and preferences
(PDF) Caption: Understanding and educating about public and private sector resources
(PDF) Caption: Facilitating self-direction /self-determination
(PDF) Caption: Encouraging future orientation
(PDF) Caption: Following-up
Updated June 15, 2016

Recording of TAE Training "The Art of Options Counseling"
Key ResourcesADRC-TAE-Provided Resources
Source: Technical Assistance Exchange
Options Counseling is a key service of ADRCs that supports informed long-term care decision-making by assisting individuals and families with understanding their strengths, needs, preferences and unique situations. This training is intended for staff who directly receive and respond to inquiries about long-term care options from consumers and families. The course defines options counseling, outlines key competencies needed to offer options counseling, and describes how it is operationalized in different organizations.
(External Link) • File type: .wmv
Associated Date: June 10, 2010

Presentation from TAE Training - The Art of Options Counseling
Key ResourcesADRC-TAE-Provided Resources
Source: Technical Assistance Exchange
This presentation from the TAE Training on the "Art of Options Counseling" describes the core competencies of Options Counseling and provides strategies for practicing successful options counseling within an ADRC.
(Powerpoint)
(PDF)
Associated Date: June 10, 2010

Options Counseling Training Resources
Key ResourcesADRC-TAE-Provided Resources
Source: TAE
This page on the TAE site contains resources related to developing training for options counseling. View and downloard sample agendas, power point slides, tools for decison support,handouts, family profiles for practice, and supervisor resources created by the Technical Assistance Exchange as well as developed and submitted by states.
(External Link)
Updated July 25, 2012

Maryland My RoadMAP
Grantee-Provided Resources
Source: Maryland
This document is used by options counselors in Maryland to guide individuals through the options counseling process.
(Word) Caption: My RoadMAP
Updated December 9, 2014

Communicating for Person Centered Relationship Oriented Counseling
Grantee-Provided Resources
Source: North Dakota
These slides are from North Dakota's training for Options Counselors on Person Centered communication including interviews. The training includes types of communication with examples.
(Powerpoint)
(PDF)
Associated Date: October 2012

Person Centered Approaches
Grantee-Provided Resources
Source: North Dakota
These are slides from North Dakota's training for Options Counselors on person-centered approaches.
(Powerpoint)
(PDF)
Associated Date: October 2012

Utah ADRC Training Website
Grantee-Provided Resources
Source: Utah
The Utah Aging and Disability Resource Connection created this website where they post interactive trainings and webinar recordings for staff to use. It includes trainings directed at options counselors, I/R&A staff, and general trainings.
(External Link) • File type: web
Associated Date: January 2013

OR OC 102 Activities
Grantee-Provided Resources
Source: Oregon
These activities and example scenario are used with the Oregon Options Counseling 102 training. Activity 4 focuses on listening. Activity 6 focuses on Stages of Change. Activities 5 and 7 use a case study of Mary focusing on assessment and decision making support.
(Word) Caption: Activity #4 Active Listening Exercise
(Word) Caption: Activity #4 Observer sheet-Active Listening
(Word) Caption: Activity #6-Stages of change exercise
(Word) Caption: Activity # 5 Mary-Assessment Exercise-A
(Word) Caption: Activity #7 Mary-Assessment Exercise-B
(PDF) Caption: Activity #4 Active Listening Exercise
(PDF) Caption: Activity #4 Observer sheet-Active Listening
(PDF) Caption: Activity #6-Stages of change exercise
(PDF) Caption: Activity # 5 Mary-Assessment Exercise-A
(PDF) Caption: Activity #7 Mary-Assessment Exercise-B
Associated Date: February 2012

Core Curriculum for Options Counselors
Grantee-Provided Resources
Source: Missouri
Missouri uses this curriculum portfolio of core training for options consultants (counselors) including slides, trainer's manual, handouts, and evaluation form.
(External Link) • File type: pdf
Associated Date: April 2012

Core Curriculum for Options Counselors (no available resources yet)
Grantee-Provided Resources
Source: Missouri
Missouri uses this curriculum portfolio of core training for options consultants (counselors) including slides, trainer's manual, handouts, and evaluation form.
Associated Date: April 2012

VT Options Counseling Workshop Summary
Grantee-Provided Resources
Source: Vermont
This summary from a workshop for Options Counselors in Vermont shares how OC is being implemented in sites along with strengths and weaknesses. It also features an exploration of core competencies and best practices.
(Word)
(PDF)
Associated Date: February 2012

AoA OC Grantee Call March 2012
ADRC-TAE-Provided Resources
Source: TAE
These are the slides from the March 13, 2012 Options Counseling Workgroup. Topics included: Implementation Round Up; Evaluation; OC Core Competencies; Sustainability; Working with Caregivers; National Training Update, and TAE OC Website Resources Reorganization.
(Powerpoint)
(PDF)
Associated Date: March 13, 2012

CO OC training Save the Date
Grantee-Provided Resources
Source: Colorado
This Colorado ARCH flyer advertised two Options Counseling training sessions.
(Word)
(PDF)
Associated Date: August 2011

CO OC Training agenda
Grantee-Provided Resources
Source: Colorado
This is the agenda from Colorado's September 27, 2011 ARCH Resource Coordinators and Options Counselors Training.
(Word)
(PDF)
Associated Date: September 2011

CO Options Counseling Presentation
Grantee-Provided Resources
Source: Colorado
This presentation on Options Counseling in Colorado was used in a training webinar. It covers some key aspects of the OC program, including some ways in which Colorado's standards reflect and differ from the National Draft Standards.
(Powerpoint)
(PDF)
Associated Date: September 2011

Virginia Department for the Aging Options Counseling Training
Grantee-Provided Resources
Source: Virginia
This webpage contains Options Counseling Training materials developed and used in Virginia. It consists of 5 modules: Overview; Determining the Need for OC; Delivering OC;Implementing and Following Up on Decisions Made through OC, and Administration of OC.
(External Link) • File type: web
Associated Date: February 2011

OR OC 102 Handouts
Grantee-Provided Resources
Source: Portland State University
These handouts were created for use in Oregon's Options Counseling 102 training. They include handouts on Active Listening, Asking Questions Effectively, Six Stumbling Blocks to Effective Cross-Cultural Communication, Options stages of change and motivational interviewing, and a Readiness Ruler.
(Word) Caption: Handout #1 Active listening
(Word) Caption: Handout #2 Asking Questions Effectively
(Word) Caption: Handout # 3 Six Stumbling Blocks to Effective Cross-Cultural Communication
(Word) Caption: Handout #4 Options stages of change and motivational interviewing
(Word) Caption: Handout #5 Readiness Ruler
(PDF) Caption: Handout #1 Active listening
(PDF) Caption: Handout #2 Asking Questions Effectively
(PDF) Caption: Handout # 3 Six Stumbling Blocks to Effective Cross-Cultural Communication
(PDF) Caption: Handout #4 Options stages of change and motivational interviewing
(PDF) Caption: Handout #5 Readiness Ruler
Associated Date: February 2012

Workshop 101 evaluation form
Grantee-Provided Resources
Source: Portland State University
This evaluation form collected feedback from participants in Oregon’s Options Counseling 101 training.
(Word)
(PDF)
Associated Date: February 2011

OAA Fast Facts
Grantee-Provided Resources
Source: Portland State University
This information sheet from the ADRC of Oregon briefly describes the Older Americans Act and the services available under it. It also summarizes how it is funded in Oregon and where services can be found in that state.
(Word)
(PDF)
Associated Date: February 2012

ADRC Services Continuum Handout
Grantee-Provided Resources
Source: Portland State University
This handout for Oregon's Options Counseling 101 training explains and illustrates the differences in services along the "continuum" from Information and Referral to Case Management.
(Word)
(PDF)
Associated Date: February 2012

OR OC 101 Activities and Scenario
Grantee-Provided Resources
Source: Portland State University
These activities and example scenario are used with the Oregon Options Counseling 101 training. Activity 1 is Scenarios for discussing the continuum of service. The other activities all use the Harold and Marjorie scenario. Activity 2 focuses on determining the need for OC. Activity 3 is assessing needs. Activity 4 focuses on self-determination.
(Word) Caption: Activity #1 Scenarios for continuum
(Word) Caption: Activity 2 Handout- Determine Need for OC
(Word) Caption: Activity 3 Handout- Assess Needs
(Word) Caption: Activity 4-Self-determination
(Word) Caption: Full Scenario Harold and Marjorie OC 101
(PDF) Caption: Activity #1 Scenarios for continuum
(PDF) Caption: Activity 2 Handout- Determine Need for OC
(PDF) Caption: Activity 3 Handout- Assess Needs
(PDF) Caption: Activity 4-Self-determination
(PDF) Caption: Full Scenario Harold and Marjorie OC 101
Associated Date: February 2012

New York Options Counseling Action Plan
Grantee-Provided Resources
Source: New York
Filling out this one page sheet is meant to help in the development of an action plan to follow options counseling.
(Word)
(PDF)
Associated Date: October 2011

Supervisors of OCs - Draft standards
Grantee-Provided Resources
Source: Oregon
These are standards in development for Options Counseling Supervisors in Oregon. They include Job Tasks, Knowledge, Skills/Abilities, and Work Traits.
(Word)
(PDF)
Associated Date: September 2011

Oregon OC Professional Standards
Grantee-Provided Resources
Source: Oregon
These are professional standards for Oregon's Options Counselors. They include Job Tasks, Minimum Job Qualifications, and Job Requirements.
(Word)
(PDF)
Associated Date: September 2011

OR THE ART OF OPTIONS COUNSELING 102
Grantee-Provided Resources
Source: Oregon
These are the slides from Oregon's training module: OC 102 - (OC staff) - The Art of Options Counseling - they go through the skills needed including communication, person centered assessment, understanding change and motivation, documentation
(Powerpoint)
(PDF)
Associated Date: September 2011

OR OC Options Counseling 101
Grantee-Provided Resources
Source: Oregon
These are the slides for Oregon's OC 101 - (for supervisors and staff) - Introduction to Options Counseling which includes ADRC overview, history and context, Oregon state definition and standards, OC competencies.
(Powerpoint)
(PDF)
Associated Date: September 2011

OR OC Supervisor Training 202
Grantee-Provided Resources
Source: Oregon
These are the slides from a module in Oregon's Options Counseling training focusing on Supervisor training. It teaches and demonstrates the application of the three elements of human service supervision and how these apply to Options Counseling Supervision.

(Powerpoint)
(PDF)
Associated Date: August 2011

OR Advanced Art of OC 103
Grantee-Provided Resources
Source: Oregon
This slide deck from a module of Oregon's Options Counseling training features the 6 core competencies. Borrow or modify this for your own trainings.
(Powerpoint)
(PDF)
Associated Date: August 2011

ADRC - Training - OC Knowledge Capabilities
Grantee-Provided Resources
Source: Michigan
These Knowledge Capabilities are used by Michigan for their options counseling program. There is a focus on Person-Centered Planning, Self-Direction, Communication and Quality.
(Word)
(PDF)
Associated Date: December 2011

ADRC - Training - OC Skill Capabilities
Grantee-Provided Resources
Source: Michigan
This is the Final DRAFT of Michigan's Skill Capabilities for Options Counselors. They emphasize person-centered planning and self-direction.
(Word)
(PDF)
Associated Date: December 2011

Wisconsin Motivational Interview Webcasts
Grantee-Provided Resources
Source: Wisconsin
Motivational Interviewing is a person-centered directive method of communication for enhancing intrinsic motivation to change by exploring and resolving ambivalence. 4 webcasts have been recorded and published to provide newly hired staff an opportunity to learn about this evidence based communication strategy. Debra Murray PhD, (MINT trainer) was recruited as the presenter for the trainings.
(External Link) Caption: WI DHS Training
Associated Date: January 2012

NY Options Counseling Training
Grantee-Provided Resources
Source: New York
NY Connects and the New York State Office for the Aging created and use this Art of Options Counseling: Person-Centered, Decision Support training presentation. It includes the following learning objectives: Define Options Counseling; Distinguish Options Counseling from Information and Assistance; Apply Person-centered interviewing techniques; Empower individuals to make decisions; Track Options Counseling.
(External Link) Caption: Powerpoint • File type: ppt
(PDF)
Associated Date: July 2011

OR OC Training Surveys
Grantee-Provided Resources
Source: Oregon
Oregon developed these web-based surveys to be conducted with all those who have completed Options Counseling training or OC supervisor training.
(Word) Caption: OR Supervisor OC Training Survey
(Word) Caption: OR Staff OC Training Survey
(PDF) Caption: OR OC Supervisor Training
(PDF) Caption: OR Staff OC Training Survey
Associated Date: September 2011

NC Pretraining Quiz Findings
Grantee-Provided Resources
Source: North Carolina
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.
(PDF)
Associated Date: September 2011

NC Pre and Post Training Tests
Grantee-Provided Resources
Source: North Carolina
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.
(PDF)
Associated Date: August 2011

Maine Person-Centered Planning Training Evaluation survey
Grantee-Provided Resources
Source: Maine
Maine developed this survey to evaluate their Person Centered Planning for Older Adults training.
(PDF)
Associated Date: September 2011

Maine Survey of Staff Training
Grantee-Provided Resources
Source: Maine
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.
(PDF)
Associated Date: September 2011

New Hampshire Long-Term Care Support Counseling Adapted Communications Training I
Grantee-Provided Resources
Source: New Hampshire
This New Hampshire Long-Term Care Support Counseling Training Handout focuses on adapting communication skills for the general population and for specific population groups.
(Word)
(PDF)
Associated Date: July 2011

New Hampshire Long-Term Care Support Counseling Active Listening Training
Grantee-Provided Resources
Source: New Hampshire
This New Hampshire training session for long-term care support counselors focuses on active listening, a way of listening that focuses entirely on what the other person is saying, verbally and non-verbally, and confirms understanding of both the content of the message and the emotions and feelings underlying the message to ensure that understanding is accurate.
(Word)
(PDF)
Associated Date: July 2011

New Hampshire Introduction to Long-Term Care Support Counseling Training
Grantee-Provided Resources
Source: New Hampshire
This orientation module goes beyond providing long term support counselors with information about the ServiceLink Resource Center and their role. It stimulates analysis of the information. Such analysis expands the understanding, meaning and relevance of the material to be used in performing the long term support counselor role and responsibilities with consumers, families, peers, ServiceLink Resource Center team(s), and state and community agencies and organizations
(Word) Caption: Module I
(Word) Caption: Training Modules Cover Sheet
(PDF) Caption: Module I
(PDF) Caption: Training Modules Cover Sheet
Associated Date: July 2011

New Hampshire Ethics Training
Grantee-Provided Resources
Source: New Hampshire
This orientation session is a basic or introductory orientation to professional values and ethics as a foundation for person-centered relationship oriented approach to long term support counseling. Participants use reflective self-awareness to consider personal values and ethics in context of professional values and ethics. Analysis of simulated LTSC encounters using an ethical decision making framework provides opportunity for discussion of values and ethics in context of relational encounters.
(Word) Caption: Module III
(PDF) Caption: Module III
Associated Date: July 2011

New Hampshire Counseling Support Role Play
Grantee-Provided Resources
Source: New Hampshire
This document includes a series of role playing exercises for counselor training sessions. It includes three simulations and accompanying discussion considerations and questions.
(Word)
(PDF)
Associated Date: July 2011

New Hampshire Long-Term Care Support Counseling Reflective Practice Training
Grantee-Provided Resources
Source: New Hampshire
This orientation session places long term support counseling in a theoretical context of person centered relationship oriented care as a framework for effective communication across the network of care.
(Word)
(PDF)
Associated Date: June 2011

New Hampshire Long-Term Care Support Counseling Person Centered Communication Training
Grantee-Provided Resources
Source: New Hampshire
This orientation session places long term support counseling in a theoretical context of person centered relationship oriented care as a framework for effective communication across the network of care.
(Word) Caption: Module II
(PDF) Caption: Module II
Updated July 27, 2011

Art of Options Counseling Training (Texas)
ADRC-TAE-Provided Resources
Source: TAE
The Art of Options Counseling (OC) course explores a core service of ADRCs - supporting informed decision-making. Options Counseling is an interactive decision support process which assists individuals and families with understanding their strengths, needs, preferences and unique situations and helps them weighs pros and cons of various options. This training is intended for staff who directly receive and respond to inquiries about long-term care options from consumers and families, although program managers and planners will also benefit. The course defines options counseling within the context of the national ADRC initiative, outlines key competencies needed to offer options counseling, and uses fictional family profiles to illustrate concepts. The Art of Options Counseling content is continually being updated based on national standards development and feedback from training participants. This is a version of the training delivered to the TX ADRC on July 25, 2011.
(Powerpoint)
(PDF)
Associated Date: July 2011

Options Counseling Training Profiles and Worksheet
ADRC-TAE-Provided Resources
Source: TAE
These profiles and the accompanying worksheet were used during an options counseling training session in Austin.
(PDF) Caption: Profiles
(PDF) Caption: Worksheet
(Word) Caption: Profiles
(Word) Caption: Worksheet
Associated Date: July 2011

Maryland’s ADRC Evidence Based Transitions Grant Project: the Guided Care Model
Grantee-Provided Resources
Source: Maryland
Presentation on Maryland’s ADRC Evidence Based Transitions Grant Project: the Guided Care Model
(Powerpoint)
(PDF)
Associated Date: February 2011

Person-Centered Planning: Structures for Options Counseling
Grantee-Provided Resources
Source: Patty Cotton
2011 National Grantee Meeting Session: Using Person-Centered Planning Techniques in Long-Term Support Options Counseling

(Powerpoint)
(PDF)
Associated Date: February 14, 2011

Developing Training Curricula for Options Counselors Handout
ADRC-TAE-Provided Resources
Source: TAE
2011 National Meeting Session: Developing Training Curricula for Options Counselors
(Word)
(PDF)
Associated Date: February 14, 2011

Using Motivational Interviewing to Guide Your Conversations
Source: Ali Hall
Ali Hall's presentation at the Applying Motivational Interviewing into Long-Term Support Options Counseling Programs session at the 2011 National Grantee Meeting.
(Powerpoint)
(PDF)
Associated Date: February 2011

Importance confidence and readiness rulers
Source: Ali Hall
A handout provided at the Applying Motivational Interviewing into Long-Term Support Options Counseling Programs session of the 2011 National Grantee Meeting.
(Word)
(PDF)
Associated Date: February 2011

A Motivational Conversation
Source: Ali Hall
A handout provided at the Applying Motivational Interviewing into Long-Term Support Options Counseling Programs session of the 2011 National Grantee Meeting.
(Word)
(PDF)
Associated Date: February 2011

AoA Options Counseling Standards and Vision Handout 2011
Source: AoA
2011 National Meeting Session: Developing Training Curricula for Options Counselors
(Word)
(PDF)
Associated Date: February 14, 2011

Early Dementia Profile Exercise
Grantee-Provided Resources
Source: Wisconsin
2011 National Meeting Training: The Art of Options Counseling: Introduction for Front-Line Staff
(PDF)
Associated Date: February 14, 2011

Aging and Disability Resource Center Documentation guide
Grantee-Provided Resources
Source: Wisconsin
2011 National Meeting Training: The Art of Options Counseling: Introduction for Front-Line Staff
(PDF)
Associated Date: February 14, 2011

Nevada ADRC's Options Counseling Training Module
Grantee-Provided Resources
Source: Nevada's ADRC
Nevada’s Options Counseling Training Module was developed in order to better assist ADRC staff in feeling more competent and comfortable with options and benefits counseling. This is a comprehensive module that covers what options and benefits counseling are, efficient ways to establish dialogue with a consumer, conducting the Nevada Options Assessment, public resources, and funding options.
(Powerpoint) Caption: Options Counseling Training Module
Associated Date: January 2011

Advanced Art of Options Counseling Power Point Presentation
ADRC-TAE-Provided Resources
Source: Technical Assistance Exchange
These power point slides accompany the Advanced Art of Options Counseling: The Core Competencies Explored and Experienced.
(Powerpoint)
(PDF)
Associated Date: May 15, 2009

Wisconsin: Keys to Supervising Options Counseling Staff
Grantee-Provided Resources
Source: Wisconsin ADRC
This presentation is from the Wisconsin state-wide ADRC conference. It provides strategies for supervising I&A/options counselors.
(Powerpoint)
(PDF)
Updated November 11, 2010

ADRC Conversation Guide Based on Concepts of Motivational Interviewing
Grantee-Provided Resources
Source: Brown County, Wisconsin ADRC
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.
(Word)
(PDF)
Added May 19, 2010

Why Motivational Interviewing Is a Good Fit in ADRCs
Grantee-Provided Resources
Source: Brown County, Wisconsin ADRC
This handout was developed by Brown County Wisconsin ADRC to explain why some concepts of motivational interviewing fit well during the process of options counseling at the ADRC.
(Word)
(PDF)
Added May 19, 2010

Presentation from TAE Training - Options Counseling for Program Planners and Managers
ADRC-TAE-Provided Resources
Source: Technical Assistance Exchange
These updated slides were used in conjunction with the TAE Training session "Options Counseling for Program Planners and Managers" in the winter of 2010.
(Powerpoint)
(PDF)
Updated July 20, 2011

PATH Assessment from the Advanced Art of Options Counseling Training
Grantee-Provided Resources
Source: Wisconsin
PATH is a resource for the Advanced Art of Options Counseling training course. 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.
(PDF)
Added June 11, 2009

Stages of Change from the Advanced Art of Options Counseling Training
ADRC-TAE-Provided Resources
Source: ADRC TAE, The Lewin Group
This document is from the Advanced Art of Options Counseling training course. It applies motivational inter viewing's stages of change to the context of ADRCs.
(Word)
(PDF)
Updated June 11, 2010

WI Information and Assistance Bulletin from the Advanced Art of Options Counseling Training
Grantee-Provided Resources
Source: Wisconsin
Wisconsin provides to their ADRC sites with this technical assistance bulletin on information and assistance. This bulletin contains a job description for Options Counselors.
(PDF)
Updated January 8, 2013

WI Options Counseling Bulletin from the Advanced Art of Options Counseling Training
Grantee-Provided Resources
Source: Wisconsin
Wisconsin provides to their ADRC sites with this technical assistance bulletin on options counseling.
(PDF)
Added June 11, 2009

MA NHD - Long Term Care Options Counseling Training Session Presentation
Community Living Program ResourcesGrantee-Provided Resources
Source: Massachusetts
MA created these slides to train staff on long term care options counseling.
(Powerpoint)
(PDF)
Added May 16, 2009

Which LTC Program is Best for Me from the Advanced Art of Options Counseling
Grantee-Provided Resources
Source: Wisconsin
This simple flow chart guides consumers towards the LTC program that best fits their needs. It is from the training course Advanced Art of Options Counseling: The Core Competencies Explored and Experienced.
(Word)
(PDF)
Added May 12, 2009

Risk Assessment from the Advanced Art of Options Counseling
ADRC-TAE-Provided Resources
Source: TAE, The Lewin Group
This Risk Assessment is for use during the options counseling process. This tool was used during the training course Advanced Art of Options Counseling: The Core Competencies Explored and Experienced.
(Word)
(PDF)
Added May 12, 2009

I & A Caller Brief Assessment from the Advanced Art of Options Counseling
Grantee-Provided Resources
Source: Wisconsin
This is a a checklist to guide the worker through a comprehensive conversation related to the contact. It is a tool from the training course Advanced Art of Options Counseling: The Core Competencies Explored and Experienced.
(Word)
(PDF)
Added May 12, 2009

Holding a Family Meeting from the Advanced Art of Options Counseling
Source: Partners in Case
This article reviews helpful techniques for families to discuss LTC options. It is a tool from the training course Advanced Art of Options Counseling: The Core Competencies Explored and Experienced.
(PDF)
Associated Date: April 2006

Comparison Chart for LTC Options Counseling from the Advanced Art of Options Counseling
ADRC-TAE-Provided Resources
Source: TAE, The Lewin Group
This chart compares the financial impact of several different LTC options for a hypothetical consumer. It is a tool from the training course Advanced Art of Options Counseling: The Core Competencies Explored and Experienced.
(Excel)
(PDF)
Added May 12, 2009

Action Steps Template from the Advanced Art of Options Counseling
ADRC-TAE-Provided Resources
Source: TAE, The Lewin Group
This document is a template for states to document next steps while conducting options counseling. It is a tool from the training course Advanced Art of Options Counseling: The Core Competencies Explored and Experienced.
(Word)
(PDF)
Added May 12, 2009

Tip Sheet Active Listening Skills from the Advanced Art of Options Counseling
Source: National Aging Information & Referral Support Center
This tip sheet covers Active Listening Skills from the training course Advanced Art of Options Counseling: The Core Competencies Explored and Experienced.
(PDF)
Added May 12, 2009

Motivational Interviewing Stages of Change for Substance Abuse from the Advanced Art of Options Counseling
Grantee-Provided Resources
Source: Wisconsin ADRC
This document summarizes treatment needs and strategies for approaching substance abuse for the training course Advanced Art of Options Counseling: The Core Competencies Explored and Experienced.
(Word)
Updated May 18, 2010

ADRC Options Counseling Documentation Guide for Advanced Art of Options Counseling Training
Grantee-Provided Resources
Source: Wisconsin ADRC
This document outlines the content, key questions to ask and core competencies throughout process of options counseling. This is handout was developed by Wisconsin and is handout for the training course Advanced Art of Options Counseling: The Core Competencies Explored and Experienced.
(Word)
(PDF)
Updated February 4, 2011

Family Profiles for Practice on Options Counseling
ADRC-TAE-Provided Resources
Source: TAE, The Lewin Group
These family profiles are for staff to practice options counseling in different hypothetical situations.
(Word) Caption: Young adult with Developmental Disabilities Profile-Excercise
(Word) Caption: Mental Health Profile-Excercise
(Word) Caption: Early Dementia Profile-Excercise
(PDF) Caption: Young adult with Developmental Disabilities Profile-Excercise
(PDF) Caption: Mental Health Profile-Excercise
(PDF) Caption: Early Dementia Profile-Excercise
Added May 12, 2009

Advanced Art of Options Counseling Participant Agenda
ADRC-TAE-Provided Resources
Source: TAE, The Lewin Group
This is the participant agenda from the Advanced Art of Options Counseling on-site training in Vermont and New Hampshire.
(Word)
(PDF)
Added May 12, 2009

Options Counseling Training Presentation - Indiana
Grantee-Provided Resources
Source: Indiana ADRC
This presentation was developed by the REAL Services pilot site in Indiana for options counseling training.
(PDF)
Associated Date: March 20, 2008

Wisconsin Long-Term Care Options Counseling Toolkit
Community Living Program ResourcesGrantee-Provided Resources
Source: Wisconsin ADRC
The tool kit was developed by the state of Wisconsin to assist Aging & Disability Resource Center (ADRC) professionals in delivering long-term care options counseling services to residents. The toolkit consists of four parts. Click on the title above to be directed to another page containing the entire toolkit in individual parts with instructions on how to assemble it.
(External Link)
Updated July 25, 2012

Kenosha County Information, Assistance and Access Staff Training Materials
Grantee-Provided Resources
Source: Kenosha County, Wisconsin
These training materials are used by Kenosha County, WI ADRC to train Information, Assistance and Access (I, A &A) staff at the ADRC. They start by administering a training survey, expect staff to keep a training log, and evaluate both knowledge and skills to train new staff and offer in-services to existing staff.
(Word) Caption: Kenosha County Staff Training Log
(Word) Caption: Kenosha County Staff Training Survey
(Word) Caption: Kenosha County Staff Knowledge Evaluation
(Word) Caption: Kenosha County Staff Skill Evaluation
(PDF) Caption: Kenosha County Staff Training Log
(PDF) Caption: Kenosha County Staff Training Survey
(PDF) Caption: Kenosha County Staff Knowledge Evaluation
(PDF) Caption: Kenosha County Staff Skill Evaluation
Updated November 20, 2007



Created by: mckinzie25 last modification: Monday 17 of October, 2011 [21:55:57 UTC] by EKDilla


Communications and Messaging Resources