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IEP/ISS Procedure (Updated 04/06/2023)

Julia Montanez
Updated

7/22/2020 IEP/ISS Webinar Recording: https://attendee.gotowebinar.com/recording/8347203514951100935

(You will need to "register" to view the webinar.)  The webinar PowerPoint is also attached for download.

NOTE: The LINK for the recording to IEP/ISS Webinar conducted on 3/9/2021 can be found under the Career Coaching Webinar Series Section under Session #4.

 

New Updates as of 04/06/2023 are highlighted in red.

1 PURPOSE

An Individual Employment Plan (IEP) for Adult and Dislocated Workers or Individual Service Strategy (ISS) for Youth is required to be developed upon enrollment and provision of individualized services. This document establishes the guidelines and requirements under the Workforce Innovation Opportunities Act (WIOA) Title I program. All service contractors through the Chicago Cook Workforce Partnership must jointly develop an IEP or ISS for each customer by a Workforce Development Representative and the customer.

2 REFERENCE

WIOA sec. 134(c)(2)(A)(xii)(II); WIOA § 680.170

3 BACKGROUND

The Workforce Innovation and Opportunity Act (WIOA) requires that all Adult, Dislocated Workers, and Youth participants are provided assessments and an Individual Employment Plan (IEP) or an Individual Service Strategy (ISS), depending on the enrolled program of the participant. The IEP/ISS is an individualized career service that is jointly developed by the Workforce Development Representative and the participant. It is both a form and an on-going service strategy plan developed with a culmination of comprehensive assessments to identify the employment and/or educational goal(s). The plan must identify employment goals for Adult, Dislocated, and Youth or education for Youth, achievement objectives, and the appropriate combination of services needed to achieve the overall goal(s).

 

The development of the IEP/ISS must be completed after the Objective Assessment Summary (OAS) and the Career Exploration (if applicable).  The IEP/ISS shall be recorded in Career Connect, printed, signed, and dated by a Workforce Development Representative and the participant. The original copy with signature must be filed in participant’s physical file and a copy must be provided to customer. If you are keeping electronic files, you must upload a signed copy into Career Connect. 

 

The IEP/ISS is a living document, and it is to be reviewed on a regular basis and updated whenever a change is made to the participants plan; any changes must be mutually agreed by the participant and Workforce Development Representative. All updates will be recorded in Career Connect. A new form with signature is required only when the goal itself has changed or being updated.

4 CREATING INDIVIDUAL EMPLOYMENT PLAN (IEP)/INDIVIDUAL SERVICE STRATEGY (ISS)

4.1 STEPS TO DEVELOPING AN IEP/ISS

   Before developing an IEP/ISS, the following steps must be completed.

  1. A WIOA Application indicating eligibility for one of the following grants: Youth, Adult, or Dislocated Worker must be competed
  2. The Objective Assessment Summary (OAS) must be completed in Career Connect. Please see the Help Desk for this procedure https://workforceboard.zendesk.com/hc/en-us/articles/360045946171.
  3. Career Exploration must be conducted by the participant to identify possible career paths, employment and/or education goals. There are other Career Exploration assessments that are available.  It is not required that Career Connect be used but it is preferred.  Please see the Additional Career Exploration Tools section (pg. 30) of the career exploration procedure for other available options.  Please see the Help Desk for this procedure: https://workforceboard.zendesk.com/hc/en-us/articles/360057850792.
  4. UPDATE! For Adult and Dislocated Workers, a WIOA Participation (first service) must be entered. For Adult/Dislocated customers the Career Exploration must be completed before an Individual Employment Plan (IEP) can be developed. Participation/Service examples are:
    • 207- Comprehensive and Specialized Assessments (1A/1D)
    • 224- Career Exploration (1A/1D) or
    • 202- Career Planning (1A/1D) or
    • 205-Develop Individual Employment Plan (IEP)

NEW! Adult/Dislocated Service Code 224-Career Exploration (staff assisted) Same Day Service:

Includes providing information on state and local labor market conditions; industries, occupations, and characteristics of the workforce; area business identified skills needs; employer wage and the benefit trends; short- and long-term industry and occupational projections; dynamics information such as workforce availability; business turnover rates; job creation; and job identification of high growth and high demand industries.  Labor market information publications just given to job seekers in person or by mail should not be counted in this category.

Note: This service transfers to IWDS as "Career Planning (Case Management)"

5. UPDATE! Youth entered after 3/10/2023 must have the 3 Non-Enrolling Activities first, in the following order:  

    • 468- Youth Comprehensive and Specialized Assessments
    • 469-Development Individual Service Strategy 
    • 470-Career Planning (Case Management)

All youth participants are required to have the 431-Vocational Exploration service. That service needs to be completed after the 3 Non-Enrolling Youth Activities (468, 469 & 470).  One of the Objectives of the Individual Service Strategy (ISS) must be Vocational Exploration. (Use the “Research LMI & Occupations” pre-defined objective.) Once the ISS has been developed and you have discussed the Vocational Exploration with your customer, then the 431 service and case note can be entered. 

 

NEW! Youth Service Code 431-Vocational Exploration (Same Day Service):

Vocational Exploration is the process of learning about yourself and the world of work, identifying and exploring potentially satisfying occupations and developing an effective strategy to realize goals.  This would include in-depth career awareness, career counseling, and career exploration services.  WIOA Youth Program Element #13. 

NOTE: This service cannot be entered until the 3 Non-Enrolling Youth Activities have been provided.

6. If applicable, complete the Skills Inventory Worksheet (SIW).  Please note that the SIW is only required under the following circumstances:

  • All customers who have been approved for training must have the SIW completed by a Career Coach.
  • All new Career Coaches must use the SIW until the Site Director determines the IEP/ISS are acceptable.

4.2  S.M.A.R.T.E.R STRATEGY

AII IEP/ISS shall have at least one open goal with at least one open objective for all customers with an active participation. IEP/ISS should be written with a S.M.A.R.T.E.R objective:

mceclip1.png4.3 IEP/ISS CONTENT:

The IEP/ISS plan shall contain the following components:

  • Goal(s)
  • Objectives
  • Dates
  • Signatures

  1. GOALS

The WIOA program is designed to help customers who are registered in the Adult, Dislocated, and Youth program reach their employment and/or educational goal. The goal is set based on the program and required in order to complete the plan successfully, see Table 1. Program Goals.

Table 1. Program Goals

mceclip2.png
a.    Employment Goal

The employment goal is determined as a result of comprehensive assessment consisting of an interview, evaluation, and/or specialized testing. The goal is based on the customer’s career desires. It is a Workforce Development Representative’s role to guide the customer based on assessment results, labor market information, career pathways, work experience, trainings, special skills, interest and other viable information to guide the customer to making the correct career choices.

Any Occupational Training (ITA) or remedial training necessary to meet employment goals should be included as objectives under the employment goal.

b.   Educational Goal (Youth Only)

An educational goal should be linked to an employment goal. The goal is to have the youth continue or return to school and achieve post-secondary education or advanced occupational training (non-ITA). The ISS should identify services to maintain regular school attendance, counseling, tutoring, and/or career options, as well as dropout prevention and recovery strategies that will lead the youth to completion of their educational goal.

2. GOAL TERM

Each goal should be limited to a defined time period identified collaboratively to achieve the customer’s goal(s).  Goals are defined as short, intermediate, or long term:

Table 2. Goal Terms

mceclip3.png

 

3. GOAL DESCRIPTION

A Goal Description should be short and focused on the industry, career, or education of established goal attempted to achieve. Examples:

  1. Obtain Full-time, sustainable employment in Manufacturing or Welding; Retail or Cashier
  2. Enter post-secondary education at a 2 year-college or 4 year- college in Nursing or Associates

4. OBJECTIVES

The objectives of the plan break down the larger goal (employment and/or educational) into shorter steps to reach the established goal(s). Effective objectives will include established (start) dates and projected end/review dates of achievement, in which they should be reviewed and updated when needed. (See list of Pre-defined objectives, pg.14)

Objectives should be closed upon completion with a successful or unsuccessful outcome. Objectives can be added       throughout customer’s active status in program if any new goals or added services are needed that were not discussed (IEP/ISS process)

Objectives must be justified in the Comments section of the IEP/ISS. The explanation should explain why the objective is necessary:

mceclip4.png5 IEP/ISS REVIEW AND UPDATE

In an effort to recognize that the customer is on track with their current plan or if any changes are needed,  the IEP/ISS should be reviewed on a regular basis, no less than quarterly, and may be reviewed more frequently when career and supportive services are being provided.

Projected end dates of a goal or review dates for objectives should be frequently monitored by Workforce Development Representative to ensure that time-frames are being met. If dates need to be changed to reflect lesser time or extended time, make appropriate changes in Career Connect. (Updated IEP/ISS form with signature is not necessary for this process)

The IEP/ISS must be updated when necessary to reflect any goal changes from the initial plan. The update should be done jointly with the customer. The changes are necessary to address the customer’s needs and update the plan to focus on the new goal.

The following steps are necessary when there is a review or update in plan:

  1. If there are no changes/updates to the IEP/ISS, enter a Case Note with subject “IEP/ISS Review”. Clearly state that the account/file has been reviewed, the customer is on track with plan, and no changes or updates are being made.
  2. If changes/updates have been jointly agreed upon with customer, make modification of plan in Career Connect, IEP/ISS section. Add new Goal
  3. Enter a Case Note with subject “IEP/ISS Review/Update”.
  4. Print update IEP/ISS form, both Workforce Development Representative and customer sign document. Provide a copy to customer and file original copy in customer’s physical file.

6 IEP/ISS CAREER CONNECT PROCESS

The Individual Employment Plan (IEP)/Individual Service Strategy (ISS) record is used to list a customer’s goals, objectives, and services provided in relation to the WIOA program. This guide will provide step-by-step instructions on how to complete an IEP/ISS for the customer who is registered as an Adult, Dislocated Worker, or Youth customer.

6.1  Plan

  1. Under Customer’s Portfolio, Click Staff Profiles on to open link options. Select Plan
  1. Under Plan tab, Click on Create Individual Employment Plan/Service Strategy

mceclip5.png2.  Under Plan tab, Click on Create Individual Employment Plan/Service Strategy

mceclip6.png

 

3.  In the Plan Tab, staff can enter or select information as follows:

Note: A customer may have only one plan open at any given time. The Create IEP/ISS button does not display again once an IEP is created for the individual.

 mceclip7.png

Table 4. Plan Tab

mceclip8.png

6.2  Goal

4.  Click on Add New Goal

mceclip9.png5.  Enter the individual’s desired goal for the Individual Employment Plan or Individual Service Strategy. Goals must be added before objectives. The New Goal screen is like the following example (see Table 5, pg.8)

mceclip10.png

From the Goal screen, enter or select information as follows. Complete required fields marked with a red asterisk *. Select options from the drop-down lists or checkboxes:

 

 Table 5. Goal Tab

mceclip11.png6.  After you save the goal, the Goals screen will refresh with the added goal with a link to Edit or Delete (as shown below). Proceed to the Objectives tab by clicking Next or by clicking the Objectives tab. Here you can add objectives that go with the goal.

mceclip12.png

6.3  Objective

7.  Under the objectives tab, you can select Add new objective or Select pre-defined objectives

mceclip13.png

8.  To create a new objective, click the Add new objective link to enter a related objective for the individual. The predefined objectives for your system are valued in a look up table.

Recommendation: Search pre-defined objectives before creating a new objective. Most of the objectives have been added to table.

mceclip15.png

Table 6. Objectives Tab

  • Click the check box for each objective you want to add to this individual’s program goal. You can select   more than one check box, if applicable.
  • Type the Date Established using the MM/DD/YYYY format.
  • Type the Review Date using the MM/DD/YYYY format. This date must be equal to or greater than the Date Established field entry, as described earlier for goals. A date will pre-populate but can be changed.
  • Click Save when you are finished. Click Cancel to exit without saving
  • Click Next, in the Objective Information once completed with entering all objectives
  • Note: Each objective must be justified in the comment section of the IEP/ISS as noted above
   

Example of how the objectives will appear in Career Connect after entering all the objectives for the plan

mceclip17.png

 6.4 IEP Open/Print

9. In the Services Tab, click Finish, the screen will return to the Plan tab and display the Open status of the IEP Plan as shown in example below.

mceclip18.png

10.  Select Display/Print, from the Action column in the Individual Employment Plan. Print the form. Review form with customer. Must be signed by Workforce Development Representative and customer. Provide a copy to customer and file the original in customer’s physical file.

 

7 PRE-DEFINED OBJECTIVES - UPDATED!

Examples of how services can be tied to objectives, use the most appropriate career and training services being provided to the customer.

 

Objectives

Adult/DW

Possible Services

Youth

Possible Services

Attend Job Readiness Workshop

 
  • Workforce Preparation Activities
  • Group Workforce Research/Workshops/Job Clubs
  • Short-Term Prevocational Services (Job Readiness)

 

 

Youth Element #13-Services that Provide Labor Market Information

  • Vocational Exploration
  • Group Workforce Research/Workshops//Job Clubs

 
Attend Financial Literacy
  • Financial Literacy
  • FASA/Financial Aid Eligibility Assistance  
  • Workforce Preparation
 		 Youth Element #11-Financial Literacy Education
  • Financial Literacy
Attend Computer Workshop
  • Workforce Preparation
  • Career Planning  

Youth Element #13-Services that Provide Labor Market Information

  • Vocational Exploration
  • Group Workforce Research/Workshops//Job Clubs

 
Attend LinkedIn Workshop
  • Workforce Preparation
  • Career Planning  

Youth Element #13-Services that Provide Labor Market Information

  • Vocational Exploration
  • Group Workforce Research/Workshops//Job Clubs

 
Research LMI & Occupations
  • Workforce Preparation
  • Career Planning
  • Group Workforce Research/Workshops/Job Clubs
 

Youth Element #13-Services that Provide Labor Market Information

  • Vocational Exploration
  • Group Workforce Research/Workshops//Job Clubs

 
Develop / Revise Resume
  • Workforce Preparation Activities
  • Group Workforce Research/Workshops/Job Clubs
  • Short-Term Prevocational Services (Job Readiness)
 

Youth Element #13-Services that Provide Labor Market Information

  • Vocational Exploration
  • Group Workforce Research/Workshops//Job Clubs
  • Referred to Employment/Placement Assistance

 

 
Create Cover Letter
  • Workforce Preparation Activities
  • Group Workforce Research/Workshops/Job Clubs
  • Short-Term Prevocational Services (Job Readiness)
 

Youth Element #13-Services that Provide Labor Market Information

  • Vocational Exploration
  • Group Workforce Research/Workshops//Job Clubs
  • Referred to Employment/Placement Assistance

 
Apply for Jobs on a Weekly Basis
  • Career Planning  
  • Group Workforce Research/Workshops/Job Clubs
 

Youth Element #13-Services that Provide Labor Market Information

  • Vocational Exploration
  • Group Workforce Research/Workshops//Job Clubs
  • Referred to Employment/Placement Assistance

 
Attend Interviews
  • Career Planning  
  • Group Workforce Research/Workshops/Job Clubs
 

Youth Element #13-Services that Provide Labor Market Information

  • Vocational Exploration
  • Group Workforce Research/Workshops//Job Clubs
  • Referred to Employment/Placement Assistance

 
Use social media for Networking & Job Search
  • Career Planning  
  • Workforce Preparation Activities
  • Group Workforce Research/Workshops/Job Clubs
 		 Youth Element #13-Services that Provide Labor Market Information
  • Vocational Exploration
  • Group Workforce Research/Workshops//Job Clubs
  • Referred to Employment/Placement Assistance
  • Shared Placement
Participate in Job Club
  • Career Planning  
  • Workforce Preparation Activities
  • Group Workforce Research/Workshops/Job Clubs
 		 Youth Element #13-Services that Provide Labor Market Information
  • Vocational Exploration
  • Group Workforce Research/Workshops//Job Clubs
  • Referred to Employment/Placement Assistance
  • Shared Placement
Research Training Providers & Programs
  • Career Planning  
  • Workforce Preparation Activities
 		 Youth Element #13-Services that Provide Labor Market Information
  • Vocational Exploration
  • Group Workforce Research/Workshops//Job Clubs
  • Referred to Employment/Placement Assistance
  • Shared Placement
Submit ITA Approval Documents
  • Initial ITA Request
  • ITA Exception
 
  • Initial ITA Request
  • IT Exception
 
Attend Occupational Training
  • Occupational Skills Training (ITA)
  • Career Pathway Training (non-ITA)
 		 Youth Element #4-Occupational Skills Training
  • Career Pathway Training
  • Youth Occupational Skills Training  
Give Career Coach Timely Training Documentation
  • Career Planning
  • Career Planning (Non-enrolling)
Obtain Work Experience
  • WBL-Paid WEX/Internship
  • WBL-Unpaid WEX/Internship
 

Youth Element #3-Paid and Unpaid Work Experience

  • WBL-Employability Skills/Job Readiness Training
  • WBL-On-the-Job (OJT) Private Sector
  • WBL-On-the-Job (OJT) Public Sector

 
Obtain On-the-Job Training
  • Individualized Services & Training Plan (ISTEP) for OJT
  • Private Sector OJT
  • Public Sector OJT

Youth Element #3-Paid and Unpaid Work Experience

  • WBL-Employability Skills/Job Readiness Training
  • Individualized Services & Training Plan (ISTEP) for OJT
  • WBL-On-the-Job (OJT) Private Sector
  • WBL-On-the-Job (OJT) Public Sector

 
Attain Credentials / Certifications
  • Case Management
  • N/A
Attain Summer Employment N/A

Youth Element #3-Paid and Unpaid Work Experience

  • WBL-Employability Skills/Job Readiness Training
  • WBL-Paid WEX/Internship (Not Limited to Sumer Months)
  • WBL-Unpaid WEX/Internship (Not Limited to Summer Months)

 
Attain Paid Work Experience

 

  • WBL-Paid WEX/Internship

 

 

Youth Element #3-Paid and Unpaid Work Experience

  • WBL-Employability Skills/Job Readiness Training

 
Attain Unpaid Work Experience
  • WBL-Job Shadowing
  • WBL-Unpaid WEX/Internship
 

Youth Element #3-Paid and Unpaid Work Experience

  • WBL-Employability Skills/Job Readiness Training

 

 

 
Increase Reading and/or Math Skills
  • Workforce Preparation
 		 Youth Element #1-Tutoring, study skills
  • Tutoring/Study Skills Training /Instruction/Dropout Prevention
Increase Digital Literacy
  • Workforce Preparation
 		 Youth Element #1-Tutoring, study skills
  • Tutoring/Study Skills Training /Instruction/Dropout Prevention
Attend English as a Second Language Classes
  • English Language Education
 Youth Element #1-Tutoring, study skills
  • Tutoring/Study Skills Training /Instruction/Dropout Prevention
Practice Aztec
  • Workforce Preparation
 		 Youth Element #1-Tutoring, study skills
  • Tutoring/Study Skills Training /Instruction/Dropout Prevention
Attain High School Diploma/Equivalency
  • N/A
 Youth Element #1-Tutoring, study skills
  • Tutoring/Study Skills Training /Instruction/Dropout Prevention
Attend College Tours
  • N/A
 Youth Element #14-Post-secondary Preparation and Transition Activities
  • Post-Secondary Prep &Transition Activities
Complete Financial Aid Paperwork
  • Financial Literacy
  • FASA/Financial Aid Eligibility Assistance 
  • Workforce Preparation
 		 Youth Element #14-Post-secondary Preparation and Transition Activities
  • Post-Secondary Prep &Transition Activities
Complete College Application
  • N/A

Youth Element #14-Post-secondary Preparation and Transition Activities

  • Post-Secondary Prep &Transition Activities

 
Attend Post-Secondary Education
  • N/A

Youth Element #14-Post-secondary Preparation and Transition Activities

  • Post-Secondary Prep &Transition Activities

 
Attend Leadership Development
  • N/A

Youth Element #6-Leadership Development Opportunities

  • Leadership Development

 
Attend Tutoring
  • N/A

Youth Element #1-Tutoring & Study Skills Training

  • Tutoring/Study Skills Training/Instruction/

Dropout Prevention

 
Participate in Mentoring
  • N/A

Youth Element #8-Adult Mentoring

  • Adult Mentoring

 
Attend Alternative Education Program
  • N/A
 Youth Element #2-Alternative Secondary School Services
  • Alternative Secondary School/ Dropout Recovery Services
Take Work Keys
  • Workforce Preparation
 

Youth Elements #13-Services that Provide Labor Market Information

  • Vocational Exploration

 

 
Take Prove It
  • Workforce Preparation
 

Youth Elements #13-Services that Provide Labor Market Information

  • Vocational Exploration

 
Pass Certification / Licensing Exam
  • Support Service-Other
 Youth Element #7-Support Services
  • Support Service-Other
Support Service - Child/Dependent Care
  • Support Service -Child/Dependent Care
 Youth Element #7-Support Services
  • Support Service -Child/Dependent Care
Support Service-Transportation Assistance
  • Support Service-Transportation Assistance
 Youth Element #7-Support Services
  • Support Service-Transportation Assistance
Support Service - Purchase uniforms/attire
  • Support Service-Uniforms

Youth Element #7-Support Services

  • Support Services-Uniforms

 
Support Service - Purchase tools
  • Support Service-Tools/Equipment

Youth Element #7-Support Services

  • Support Services –Tools/Equipment

 

 

8 YOUTH ELEMENT DEFINITIONS

UPDATE! All Youth participants must have at least one of the 14 youth element services within 45 days of eligibility. Local programs must make each of the following 14 services available to youth participants. These services may be provided at agency or provided as a referral through a partner organization. (https://wdr.doleta.gov/directives/attach/TEGL/TEGL_21-16.pdf)

 

# Youth Element Youth Element Definition
  •  
 Tutoring, study skills training, instruction, and evidence-based dropout prevention and recovery strategies

Lead to completion of the requirements for a high school diploma or its recognized equivalent.  Tutoring, study skills training and instruction that lead to a high school diploma are reported under this program element.

 
  •  
 Alternative secondary school services, or dropout recovery services

Alternative Secondary school services, such as basic education skills training, individualized academic instruction, and English as a Second Language Training (English Language Education), are those that assist youth who have struggled in traditional secondary education. Dropout recovery services, such as credit recovery, counseling, and educational plan development, are those that assist youth who have dropped out of school.

 
  •  
 Paid and unpaid work experiences

A planned, structured learning experience that takes place in a workplace for a limited period. Work experience may be paid or unpaid, as appropriate. Work experience may take place in the private for-profit sector, the non-profit sector, or public sector. Work experience provides the youth participant with opportunities for career exploration and skills development. Work experience must include academic and occupational education.

 

WIOA identifies four categories of work experience:

  1. Summer employment opportunities and other employment opportunities available throughout the school year
  2. Pre-apprenticeship programs
  3. Internships and Job Shadowing
  4. WBL-On-the-Job Training (OJT)

 
  •  
 Occupational skills training

An organized program study that provides specific vocational skills that lead to proficiency in performing actual tasks and technical functions required by certain occupational fields at entry, intermediate, or advanced levels.

 
  •  
 Education offered concurrently with workforce preparation activities and training

Program element reflects an integrated education and training model and describes how workforce preparation activities, basic academic skills, and hands-on occupational skills training are to be taught within the same time frame and connected to training in a specific occupation, occupational cluster, or career pathway.

 
  •  
 Leadership development opportunities

Program element as opportunities that encourage responsibility, confidence, employability, self-determination, and other positive social behaviors such as:

(a) Exposure to postsecondary educational opportunities;

(b) Community and service-learning projects;

(c) Peer-centered activities, including mentoring and tutoring;

(d) Organizational and team work training, including team leadership training;

(e) Training in decision-making, including determining priorities and problem solving;

(f) Citizenship training, including life skills training such as parenting and work behavior;

(g) Civic engagement activities which promote the quality of life in a community;

(h) Other leadership activities that place youth in a leadership role such as service on a youth leadership committee.

 
  •  
 Support Services Services that enable an individual to participate in WIOA activities. These services included, but not limited to, the following:
  • Linkage to community services;
  • Assistance with childcare and dependent care
  • Assistance with transportation;
  • Assistance with medical
  • Assistance with housing;
  • Assistance with tools/equipment
  • Assistance with uniforms
  • Legal aid services
  • Reasonable accommodations for youth with disability
  •  
  •  

Adult Mentoring

 

Must last at least 12 months and may take place both during the program and following exit from the program and be a formal relationship between a youth participant and an adult mentor that includes structured activities where the mentor offers guidance, support, and encouragement to develop the competence and character of the mentee. Group mentoring activities and mentoring through electronic means are allowable as part of the mentoring activities, at a minimum, the youth program must match the youth with and individual mentor with whom the youth interacts on a face-to-face basis.

 
  •  
 Follow-up services

Critical services provided following a youth’s exit from the program to help ensure the youth is successful in employment and/or postsecondary education and training. Follow-up services may include regular contact with a youth participant’s employer, including assistance in addressing work-related problems that arise. Follow-up may begin immediately following the last expected date of service in the Youth program when no future service are scheduled. The 12-month follow-up requirement is completed one year from the date of exit. Follow-up services for youth also may include the following elements:

  1. Supportive services;
  2. Adult mentoring;
  3. Financial literacy education;
  4. Services that provide labor market and employment information about in-demand industry sectors or occupations available in local area, such as career awareness, career counseling, and career exploration services; and
  5. Activities that help youth prepare for and transition to postsecondary education and training.
  6. Other services necessary to ensure the success of the youth in employment and/or postsecondary education.

 
  •  
 Comprehensive guidance and counseling.

Individualized counseling to a participant. This includes drug and alcohol abuse counseling, mental health counseling, and referral to partner programs, as appropriate. Violence Prevention is also covered under this element.

 
  •  
 Financial literacy education

This program element may include the following actives:

  1. Support the ability to create budgets, open checking and savings accounts at banks, and make informed financial decisions
  2. Learn how to effectively manage spending, credit, and debt, including student loans, consumer credit, and credit cards
  3. Learn the significance of credit reports and credit scores
  4. Understand, evaluate, and compare financial products, services, and opportunities
  5. Learn about identity theft, ways to protect from identity theft, and how to resolves cases of identity theft.
  6. Address the financial literacy needs of non-English speakers
  7. Address the financial literacy needs of youth with disabilities
  8. Learn financial education that is age appropriate, timely, and provides opportunities to put lessons into practice
  9. Implement other approaches to help participant gain knowledge, skills, and confidence to make informed financial decisions.

 
  •  
 Entrepreneurial skills training

Program elements provides the basics of starting and operating a small business. Such training must develop the skills associated with entrepreneurship.

 
  •  
 Services that provide labor market and employment information

Services that provide labor market and employment information about in-demand industry sectors or occupations available in the local area, such as career awareness, career counseling, and career exploration. The tool can be used to help youth make appropriate decisions about education and careers. It is important for youth providers to share and discuss state and local LMI with youth participants.

 
  •  
 Post-secondary preparation and transition activities

Activities that help youth prepare and transition to postsecondary education and training. Postsecondary preparation and transition activities and services prepare ISY and OSY for advancement to postsecondary education after attaining a high school diploma or its recognized equivalent.

 

 

9 CASE NOTE RESOURCES

For a Sample Case note to assist with IEP/ISS Development Please refer to the Assessment Case Note within the Case Note Guide. https://workforceboard.zendesk.com/hc/en-us/articles/360058453731

 

 

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