Planning and Implementing Change-Oriented Strategies

A presentation at Heritage University at CBC Week 10 in October 2019 in Pasco, WA 99301, USA by Jacob Campbell

PLANNING 1 2 3 4 5 Planning and Implementing Change-Oriented Strategies Implementing the Planed Change Process Fall 2019 SOWK 486 Jacob Campbell, LICSW Heritage University

The Office: Birthday Party Planning PLANNING 1 2 3 4 5 Fall 2019 SOWK 486 Jacob Campbell, LICSW — Heritage University

Failing to plan… is planning to fail PLANNING 1 2 3 4 5 Fall 2019 SOWK 486 Jacob Campbell, LICSW — Heritage University

Agenda ✤ Information about goals ✤ The 8 steps to planning ✤ Practice doing the planning process PLANNING 1 2 3 4 5 Fall 2019 SOWK 486 Jacob Campbell, LICSW — Heritage University

Linkages in the Planned Changed Process Targeted Concerns Assessment Goals (Hepworth et al., 2017) PLANNING 1 2 3 4 5 Fall 2019 SOWK 486 Jacob Campbell, LICSW — Heritage University

Purpose and Function of Goals Attainment Priority Concern starting point PLANNING 1 Task or Objective incremental action steps 2 3 4 5 (Hepworth et al., 2017) Fall 2019 SOWK 486 Jacob Campbell, LICSW — Heritage University

Factors Influencing Goal Development Client Participation Resources and Supports Values and Beliefs Involuntary Status Environmental Conditions (Hepworth et al., 2017) PLANNING 1 2 3 4 5 Fall 2019 SOWK 486 Jacob Campbell, LICSW — Heritage University

Cognitive functioning Overt Emotional functioning Covert Behavioral change shared Reciprocal (Hepworth et al., 2017) PLANNING 1 2 3 4 5 Fall 2019 SOWK 486 Jacob Campbell, LICSW — Heritage University

Strategies for Developing Goals with Involuntary Clients Let’s Make a Deal Motivational Congruence Agreeable Mandate Getting Rid of the Mandate (Hepworth et al., 2017) PLANNING 1 2 3 4 5 Fall 2019 SOWK 486 Jacob Campbell, LICSW — Heritage University

Steps in the Planning Process Work with your client Prioritize Problems Translate Problems into Needs Evaluate Levels of Intervention Establish Goals Specify Objectives Specify Action Steps Formalize a Contract PLANNING 1 2 3 4 5 (Kirst-Ashman & Hulll, 2015) Fall 2019 SOWK 486 Jacob Campbell, LICSW — Heritage University

Steps in the Planning Process Work with your client Prioritize Problems Translate Problems into Needs •Creating Buy-in Evaluate Levels of Intervention •Developing self-efficacy Establish Goals Specify Objectives Specify Action Steps Formalize a Contract PLANNING 1 2 3 4 5 (Kirst-Ashman & Hulll, 2015) Fall 2019 SOWK 486 Jacob Campbell, LICSW — Heritage University

Steps in the Planning Process Work with your client Prioritize Problems •Contemplating change Translate Problems into Needs •Clearly understandable Evaluate Levels of Intervention Establish Goals •Realistic Specify Objectives Specify Action Steps Formalize a Contract PLANNING 1 2 3 4 5 (Kirst-Ashman & Hulll, 2015) Fall 2019 SOWK 486 Jacob Campbell, LICSW — Heritage University

Steps in the Planning Process S pecific M easurable A ttainable R elavant T ime-bound PLANNING 1 Work with your client Prioritize Problems Translate Problems into Needs Evaluate Levels of Intervention Establish Goals Specify Objectives Specify Action Steps Formalize a Contract 2 3 4 5 (Duran, 1981) Fall 2019 SOWK 486 Jacob Campbell, LICSW — Heritage University

Steps in the Planning Process Work with your client 1.Identify problems Prioritize Problems 2.Restate in behavioral terms Translate Problems into Needs Evaluate Levels of Intervention 3.Evaluate client priorities Establish Goals 4.Develop an initial agreement Specify Objectives Specify Action Steps Formalize a Contract PLANNING 1 2 3 4 5 (Kirst-Ashman & Hulll, 2015) Fall 2019 SOWK 486 Jacob Campbell, LICSW — Heritage University

Steps in the Planning Process •Problems of social transition •Interpersonal conflict •Psychological and behavior problems •Dissatisfaction in social relations •Inadequate resources •Problems with formal organizations •Problems in decision making •Problems in role performance PLANNING 1 2 3 •Cultural and religious conflicts 4 5 (Kirst-Ashman & Hulll, 2015) Fall 2019 SOWK 486 Jacob Campbell, LICSW — Heritage University

Steps in the Planning Process Work with your client Prioritize Problems Translate Problems into Needs Fulfillment Evaluate Levels of Intervention Sense of Wellbeing Establish Goals Basic Needs Specify Objectives Specify Action Steps Formalize a Contract PLANNING 1 2 3 4 5 (Kirst-Ashman & Hulll, 2015) Fall 2019 SOWK 486 Jacob Campbell, LICSW — Heritage University

Steps in the Planning Process Self-actualization Esteem Love and belonging Safety needs Physiological needs (Maslow, 1943) PLANNING 1 2 3 4 5 Fall 2019 SOWK 486 Jacob Campbell, LICSW — Heritage University

Steps in the Planning Process Unemployment Work with your client Employment Prioritize Problems Homelessness Place to live Depression Relief of symptoms Grief Grief management Poor performance at school Improved school performance, motivation, family stability PLANNING 1 2 3 4 5 Translate Problems into Needs Evaluate Levels of Intervention Establish Goals Specify Objectives Specify Action Steps Formalize a Contract (Kirst-Ashman & Hulll, 2015) Fall 2019 SOWK 486 Jacob Campbell, LICSW — Heritage University

Steps in the Planning Process 1.Focus on selected areas Work with your client Prioritize Problems 2.Review from levels of interaction Translate Problems into Needs Evaluate Levels of Intervention 3.Emphasize strengths Establish Goals Specify Objectives 4.Evaluate strategies Specify Action Steps 5.Make a decision PLANNING 1 Formalize a Contract 2 3 4 5 (Kirst-Ashman & Hulll, 2015) Fall 2019 SOWK 486 Jacob Campbell, LICSW — Heritage University

Steps in the Planning Process Work with your client •Suggest nature of intervention Prioritize Problems Translate Problems into Needs Evaluate Levels of Intervention •Defined goals Establish Goals •Clarify the purpose Specify Objectives Specify Action Steps •Broad statement Formalize a Contract PLANNING 1 2 3 4 5 (Kirst-Ashman & Hulll, 2015) Fall 2019 SOWK 486 Jacob Campbell, LICSW — Heritage University

Steps in the Planning Process Work with your client Prioritize Problems •Specific and measurable Translate Problems into Needs Evaluate Levels of Intervention •Clear Establish Goals •Complete Specify Objectives Specify Action Steps Formalize a Contract PLANNING 1 2 3 4 5 (Kirst-Ashman & Hulll, 2015) Fall 2019 SOWK 486 Jacob Campbell, LICSW — Heritage University

Steps in the Planning Process Work with your client Prioritize Problems •Who Translate Problems into Needs Evaluate Levels of Intervention •What Establish Goals •When Specify Objectives Specify Action Steps Formalize a Contract PLANNING 1 2 3 4 5 (Kirst-Ashman & Hulll, 2015) Fall 2019 SOWK 486 Jacob Campbell, LICSW — Heritage University

Steps in the Planning Process Work with your client •What will occur Prioritize Problems Translate Problems into Needs •Built with collaboration Evaluate Levels of Intervention •Contains all of the specifics of the plan Establish Goals Specify Objectives Specify Action Steps •Various formats Formalize a Contract PLANNING 1 2 3 4 5 (Kirst-Ashman & Hulll, 2015) Fall 2019 SOWK 486 Jacob Campbell, LICSW — Heritage University

Steps in the Planning Process •Helps clients work on their problems Work with your client Prioritize Problems Translate Problems into Needs •Clients feel empowered Evaluate Levels of Intervention •Reminds them of their agreements and responsibilities 2 3 Specify Objectives Specify Action Steps •Assist in monitoring and evaluating PLANNING 1 Establish Goals Formalize a Contract 4 5 (Kirst-Ashman & Hulll, 2015) Fall 2019 SOWK 486 Jacob Campbell, LICSW — Heritage University

Steps in the Planning Process Work with your client Prioritize Problems •Written Translate Problems into Needs Evaluate Levels of Intervention •Oral Establish Goals •Implicit Specify Objectives Specify Action Steps Formalize a Contract PLANNING 1 2 3 4 5 (Kirst-Ashman & Hulll, 2015) Fall 2019 SOWK 486 Jacob Campbell, LICSW — Heritage University

Steps in the Planning Process Work with your client Prioritize Problems Translate Problems into Needs What does the end RESULT look like? Evaluate Levels of Intervention Establish Goals Specify Objectives Specify Action Steps Formalize a Contract PLANNING 1 2 3 4 5 (Kirst-Ashman & Hulll, 2015) Fall 2019 SOWK 486 Jacob Campbell, LICSW — Heritage University

Jacob Campbell
@campjacob

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Planning in social work practice, focused on generalist practice models.

Agenda:

Information about goals
The 8 steps to planning
Practice doing the planning process