Effective Monitoring

Auditor or Advocate?

Barbie JamesAmanda Theissen

Knowledge Universe(KinderCare)

Focus on the Goal

Provide support by being an advocate while monitoring for compliance.

Create a New Story

• Change the style• Improve communication• Ask Questions to Understand• Develop relationships

Change the Style

Advocate-Partner

-Focused on Support

-A resource to help others

improve

Auditor-Inspector

-Focused on mistakes

-Report on what you see

Improve CommunicationVerbal Use Supportive words Tone of VoiceNonverbal Actions and Attitude Body language/Facial expression

Ask Questions to Understand

Find out why• Do you understand the

requirement?• Can you tell me how you were

trained?• Can you help me understand why

you chose to do it that way?

Develop Relationships

• Act on opportunities• Encourage discussion and set clear,

achievable goals together

Effective MonitoringFocus on the goal to create a new story!• Change the style

– Auditor vs. Advocate

• Improve communication– Nonverbal and verbal

• Ask Questions to Understand– Find out Why?

• Develop relationships– Act on Opportunities– Encourage discussion and set clear, achievable goals together

Let’s Practice

Scenario #1

During a previous monitor visit, you noted meal counts were not being completed at the point of service in one of the classrooms so you provided technical assistance and training at that visit. Today at a follow up visit, in the same classroom, meal counts were not taken at the point of service. What are some things you could do to approach this as an advocate?

Scenario #2 During a monitor visit, you notice the 1 year old children are being served 1% milk rather than whole milk. There is one teacher in the room and she is dealing with a crying child (it’s his first day). The teacher pours the full portion of 1% milk for the children and serves and marks the meal correctly. How can you approach this as an advocate?

Scenario #3

You arrive at a center on a Monday to conduct a monitor visit. Licensing is there, the cook didn’t show up and the director is cooking lunch. You can see that the director is stressed and overwhelmed with all that is going on. You have a tight schedule, and you can’t move this visit to another day. How would you approach this as an advocate?

Brainstorming • What struggles are you having

at monitor visits?• Is there something we discussed

today that you will try?

Questions/Comments?

Thanks and Happy Monitoring!