Workplan Training(Georgia Specific)

05/07/2014

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NEEDS ASSESSMENT

BARRIERS ASSESSMENT SUMMARY

Go to the REPORT tab Select PLANNING REPORTS Select NEEDS ASSESSMENT Select the CONTRACT YEAR account

filter Print the report

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BARRIERS ALALYSIS BY DIMENSION

Go to the REPORT tab Select PLANNING REPORTS Select NEEDS ASSESSMENT Select the CONTRACT YEAR account

filter Print the report

THESE REPORTS WILL ONLY BE AS ACCURATE

AS YOUR SCALES ASSESSMENTS!!

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Needs Assessment

Assessment and Barrier Analysis by Dimension

PLANNING

ORGANIZATIONAL WORKPLAN

This report includes PLANNED & ACTUAL services as well as PLANNED & ACTUAL outcomes for each service.

This report is for planning purposes only and should NOT be submitted as your Project Application Plan.

OUTCOME PLANNING REPORT

This report shows every outcome and the services that it is linked to.

This report is for planning purposes only and should NOT be submitted along with your Project Application Plan.

ORGANIZATIONAL WORK PLAN W/NARRATIVEThis report includes your PLANNED services and outcomes, program narrative, and your budgets by category.

This report is your Project Application Plan.

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Organizational Work Plan

Outcome Planning Report

Organizational Work Plan w/Narrative

STARTING YOUR PROJECT APPLICATION PLAN

1. From the ADMIN tab, select ACTIVITIES SETUP. This screen defaults to the PROGRAMS & ACTIVITIES tab.2. Select the year and desired service from the left side of the screen3. Make sure that the SERVICE CATEGORY and SERVICE ACTIVITY is correctly routed at the top right portion of

the screen (see below)

4.Uncheck LOCKED to allow the service to appear as a selectable service in the client intake section of the software5. Select WORK PLAN to allow the service to appear in the Project Application Plan

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Service Category

Service Activity

2015o 100-03 CSBG (15)

100-02C Job Readiness Training General Activity Employment

ENTERING PLANNED UNITS

1. Find the PLANNED OR ESTIMATED section of the ACCOUNT SETUP tab2. Enter the estimated number of UNITS of service to be provided in the UNITS field3. Ensure the start/end dates of the grant are correct

ACTIVITY DESCRIPTIONS

A. Activity Description (Viewable during activity selection)This narrative will appear during data entry, acting as a hint for client intake workers

B. Work Plan (Only included on work plan)This narrative will appear in the work plan and should be used to elaborate on the service selected.

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LINKING OUTCOMES

1. Select the LINKS tab at the top of the right hand side of the screen2. Select START LINK WIZARD3. Select LINK IT for each outcome you wish to link to the selected service4. Once all desired outcomes have been linked to the service, select CLOSE & EXIT at the top of the window

Note: Selecting the “Other Activities” tab from the Link Wizard will allow the linking of proxy services. Linked services will not appear in the Project Application Plan.

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WORKING WITH LINKED OUTCOMES

1. CLICK ON THE DESIRED OUTCOME

2. Ensure the correct method of insertion is selected (Auto or Hint).

3. If multiple instances of this particular outcome could occur in a single household, select ALLOW MULTIPLE.

4. The National Indicator description will automatically insert.

5. Enter the number of outcomes expected to be achieved due to the provision of this service in the EXPECTED field.

6. Enter the evidence that will be used to measure the achievement of this outcome MEASUREMENT TOOLS field.

7. Click the checkmark to save data.

PROGRAM NARRATIVE

1. In the ACTITIVIES SETUP section, select the desired FISCAL YEAR from the account list on the LEFT SIDE of the screen.

2. One the RIGHT SIDE of the screen, select SERVICE CATEGORIES.

3. Click on the icon with the “A” on the right side of the desired service category.

4. A text box will open. You can adjust the size of this text box as desired by dragging the bottom left corner.

5. Text entered into this box will appear on the narrative portion of the Project Application Plan. Text may be directly entered into the text box or pasted from word processing software (i.e. Microsoft Word)

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Case Records, Workshop Rosters

PROGRAM BUDGETS

1. Select the PROGRAM PLANNER tab from the bottom of the ACTIVITIES SETUP section2. Select the arrow beside the desired service category3. Number each funding source for the category (CSBG should always be #1)4. Enter a description of the funding source (CSBG, EFSP, ESG, SSVF, etc.)5. Enter the budget amount for services IN THIS CATEGORY6. Select the appropriate type of funding (examples below)

a. CSBG: CSBGb. ESG: Federalc. SSVF: Federald. EFSP: Federale. TANF: State

7. Press the TAB button to start another line, repeat steps 3-6 until all fund sources have been entered

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ENTERING TOTAL NUMBER OF PLANNED OUTCOMES

1. Select the GOALS AND OUTCOMES tab from the bottom of the ACTIVITIES SETUP section.2. Click on the arrow beside the appropriate PROGRAM YEAR to expand3. Click on the arrow beside the appropriate GOAL to expand4. Click on the arrow beside the appropriate OUTCOME NUMBER to expand5. Enter the TOTAL UNDUPLICATED number of outcomes that are anticipated to be completed for each

outcome in the EXPECTED TO ACHIEVE field

MEASUREMENT TYPES

ROMA 2.0 Pilot Outcome Indicators have assigned MEASUREMENT TYPES that will impact outcomes planning.

Household (H):The outcome can be counted one time per household (i.e. Maintained Budget, Obtained Child Support)

Individual (I):The outcome can be counted for multiple individuals in the home (i.e. Unemployed/Obtained Job, Maintained Employment)

Unit (U):The outcome can be counted multiple times in one household/entity (i.e. Rides Provided, Information/Referral Calls)

ALL (A):The outcome can be counted for every member of the household served (All 6.1.1 Emergency Outcomes)

“If an agency serves families, there should be an attempt to identify the number of individuals for this count. Absent actual records of the number of individuals receiving the service, they will be reported as “individuals” using the following conversion calculation: Multiple 3.14 by the number of families receiving emergency services.” – ROMA Pilot Manual

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