Supported Employment Fidelity Review Manual
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SUPPORTED EMPLOYMENT FIDELITY REVIEW MANUAL Deborah R. Becker Sarah J. Swanson Sandra L. Reese Gary R. Bond Bethany M. McLeman Copyright © 2008, 2015 by all original copyright holders. No part of this publication may be reproduced, stored in a retrieval system, or transmitted, in any form or by any means, without the written permission of the rights holder. SUPPORTED EMPLOYMENT FIDELITY REVIEW MANUAL A companion guide to the evidence-based IPS Supported Employment Fidelity Scale Deborah R. Becker Sarah J. Swanson Sandra L. Reese Gary R. Bond Bethany M. McLeman Dartmouth Psychiatric Research Center Third Edition December, 2015 TABLE OF CONTENTS PREFACE .......................................................................................................................... iv INTRODUCTION .............................................................................................................. v Chapter 1: Introduction to IPS Supported Employment Fidelity .............................. 1 IPS Supported Employment Overview ........................................................................... 1 Overview of the IPS Supported Employment Fidelity Scale .......................................... 3 Sources of Information ............................................................................................... 5 What is Rated? ............................................................................................................ 5 Unit of Analysis .......................................................................................................... 5 Time Required to Complete the Review ..................................................................... 5 Who Does the Ratings? ............................................................................................... 6 Missing Data ............................................................................................................... 8 Other Populations........................................................................................................ 8 Supported Education ................................................................................................... 8 The Fidelity Report ..................................................................................................... 8 Chapter 2: Preparing for the Fidelity Site Visit .......................................................... 10 When to Schedule Reviews ........................................................................................... 10 Agency Contact Person ................................................................................................. 11 Sample IPS Supported Employment Fidelity Review Timeline ................................... 11 Shared Understanding with Agency Staff ..................................................................... 11 List of Information to Request from Site ...................................................................... 12 List of Activities/Interviews to Schedule for the Fidelity Review ................................ 13 Sample Schedule of an IPS Supported Employment Fidelity Review.......................... 15 Confidentiality ............................................................................................................... 16 Fidelity Review Debriefing ........................................................................................... 16 Chapter 3: Conducting the Fidelity Site Visit ............................................................. 17 Overview ....................................................................................................................... 17 Discussion Guide for Interviewing Clients and Family Members ................................ 19 Tailor Terminology to the Agency ................................................................................ 20 Completing the Fidelity Visit ........................................................................................ 20 Chapter 4: Consensus Scoring ...................................................................................... 21 i Chapter 5: Conducting Reviews When IPS and Mental Health Services are Provided by Separate Agencies ................................................................. 27 Chapter 6: IPS Peer Specialists .................................................................................... 29 Chapter 7: Writing the Report ..................................................................................... 31 Chapter 8: Help Agency Leaders Use the Report to Improve Services .................... 35 Chapter 9: Supported Employment Fidelity Items .................................................... 37 Staffing .......................................................................................................................... 37 1. Caseload Size ........................................................................................................ 37 2. Employment Services Staff ................................................................................... 39 3. Vocational Generalists .......................................................................................... 43 Organization .................................................................................................................. 46 1. Integration of Rehabilitation with Mental Health Treatment thru Team Assignment ........................................................................................................... 46 2. Integration of Rehabilitation with Mental Health Treatment thru Frequent Team Member Contact.................................................................................................... 49 3. Collaboration Between Employment Specialists and Vocational Rehabilitation Counselors............................................................................................................. 56 4. Vocational Unit ..................................................................................................... 58 5. Role of Employment Supervisor ........................................................................... 61 6. Zero Exclusion Criteria ......................................................................................... 67 7. Agency Focus on Competitive Employment ........................................................ 72 8. Executive Team Support for SE ........................................................................... 77 Services ......................................................................................................................... 84 1. Work Incentives Planning ..................................................................................... 84 2. Disclosure ............................................................................................................. 89 3. Ongoing, Work-based Vocational Assessment..................................................... 93 4. Rapid Job Search for Competitive Job.................................................................. 97 5. Individualized Job Search ................................................................................... 100 6. Job Development - Frequent Employer Contact ................................................. 104 7. Job Development - Quality of Employer Contact............................................... 107 8. Diversity of Job Types ........................................................................................ 109 9. Diversity of Employers ....................................................................................... 112 10. Competitive Jobs ............................................................................................... 115 11. Individualized Follow-along Supports .............................................................. 118 12. Time-unlimited Follow-along Supports ............................................................ 122 ii 13. Community-based Services .............................................................................. 124 14. Assertive Engagement and Outreach by Integrated Treatment Team .............. 127 GLOSSARY................................................................................................................... 130 FIDELITY TOOLS ...................................................................................................... 135 Reviewer’s Checklist for Fidelity Visits ..................................................................... 136 Sample Letter Regarding Preparation for the Fidelity Visit ....................................... 137 supported Employment Fidelity Scale ........................................................................ 139 Sample Client Records Review Form #1 .................................................................... 156 Sample IPS Supported Employment Fidelity Report .................................................. 160 Fidelity Interview Questions by Stakeholder Group ................................................... 179 Data Collection and Quality Improvement Processes for Good IPS Fidelity ............. 203 SAMPLE PROGRAM FORMS .................................................................................. 207 Career Profile .............................................................................................................. 208 Employer Contact Log ................................................................................................ 222 Sample Job Search Plan .............................................................................................