Case Conferencing Academy 2023..

Module 3: Team Alignment..

. May, 2023..

Change idea #1: Establish a shared goal..

Types of objectives.

• Rational objectives
• Learn how to facilitate a team conversation to develop rational and experiential objectives for your case conferencing meeting(s)
• Understand the importance of aligning your meeting invitation list with these objectives.
• Experiential objectives
• Feel excited to set objectives for your case conferencing meeting with your team.
• Feel prepared to make changes to the way you facilitate case conferencing, based on the objectives that you set.

The value of rational objectives.

A good rational objective will:

• Build a shared sense of purpose among your group
• Help you measure success
• #1 objective should be housing people faster, and more stably
• Brainstorm additional objectives with your group

Try to keep it to two objectives!

The value of experiential objectives.

A good experiential objective will:

• Ensure that you’re taking care of your meeting attendees
• Spark creativity. This is your chance to design a meeting that’s fun and cool.

Common experiential objectives:

• Everyone contributes
• Feel a sense of community among the group
• People look forward to the meeting, etc.

Change idea #2: �Get the right people to the table..

Functions of stakeholders.

Outreach Coordination

Housing Preparedness

Service Coordination

Housing Stability

Housing Navigation

Types of stakeholders.

Population: Chronically Homeless

Change idea #3: � Empowering others to take charge..

Create succession plans.

What actions can you take to ensure that the meeting runs well when you’re not there, and to welcome new staff and help them feel a sense of ownership?

• Write down your standard operating procedures
• Ask your most helpful, dynamic participants to schedule a 1:1 with incoming staff
• Explain what the purpose of the meeting is—for clients, for staff
• Model how to add and receive value from the meeting

​

​

​

Fill roles assertively.

Giving people a “job” helps them invest in the team

Think carefully about rotations

Doing a task repeatedly makes you good ‘n reliable!

If a task is too burdensome, you may want to break it up�

Jobs in your meeting.

• Facilitator�Key Indicator of Success: High-quality next-steps are collected for each client
• Scribe�Key Indicator of Success: Learning Loop fields are updated on the BNL for all clients.
• Timekeeper�Key Indicator of Success: The meeting concludes on time without skipping or rushing through any agenda items.

What’s next..

Next Steps.

Before moving on to Module 3:

• Establish shared objectives for your meeting
• Clean up your invitation list
• Test out using the 3 team roles

​