Case Conferencing Tool Bank
November 5, 2020Action-oriented case conferencing can become the engine of your system to end homelessness.
BFZ communities are using these tools to house clients faster, and by-name lists are reducing. What’s more, when you improve your case conferencing practice, you transform your team culture for mutual collaboration and support.
Pick a resource and try changes at your next meeting!
Become a power facilitator
Facilitate the Learning Loop
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Get housing placements, not updates. Facilitate this basic flow for each client in each meeting, and you’ll generate action and learning.
Facilitator’s Guide to Transforming Team Culture
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Case conferencing is an opportunity to transform how your team thinks and acts.
Agenda Building Kit
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Invest in a consistent, goal-oriented agenda to get the most out of case conferencing.
[Case Conferencing Summit Training Session]
Facilitate for Housing Placements: Break the Updates Meeting
Download Slides | View Slides on Google Drive | Recording
[Case Conferencing Summit Training Session]
Craft Team Dynamics as a Master Facilitator
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[Case Conferencing Summit Training Session]
Do the Inner Work, Become a Movement Leader
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Engineer your meeting for action and improvement
[Case Conferencing Summit Training Session]
Buckets Bootcamp: Speed Clients Through System Bottlenecks
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[Case Conferencing Summit Training Session]
Setup the BNL for Action
Download Slides | View Slides on Google Drive | Recording
[Case Conferencing Summit Training Session]
Pick Clients to Discuss, Hit Goals, and Leave No One Behind
Download Slides | View Slides on Google Drive | Recording
Buckets In-Meeting Facilitation Slides
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Make the housing process visible and find your next action step faster.
Target Move-In Dates Guide
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Setting target move-in dates helps your team learn which actions move clients forward.
Pick Clients to Discuss, Hit Goals, and Leave No One Behind
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When you can’t cover your whole list, decide how to make progress.
Track client outcomes
Case Conferencing Tally Sheet
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The simplest way to evaluate if your meeting is sparking action.
Target Move-In Dates Calculator
Are you on track to house enough people to reduce your actively homeless number? This goal calculator will help you know.
By-Name List Template
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Use our fields curated for action and analytics.
[Case Conferencing Summit Training Session]
Measure for Results: How to Know the Meeting is Working
Download Slides | View Slides on Google Drive | Recording
Align participants in shared purpose
Set Objectives for Your Meeting
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Your meeting’s main objective should be to move clients faster through the housing process.
Partner Invitation Checklist
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Each person at the case conferencing table should leave with action steps that will move clients toward housing.
Jobs in Your Meeting
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Each person at the case conferencing table should leave with action steps that will move clients toward housing.
Multi-Meeting Design Grid
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Map the purpose of each of your case conferencing meetings to detect overlap and gaps.
[Case Conferencing Summit Training Session]
Start Clean: Your Meeting Objectives and Invitation List
[Case Conferencing Summit Training Session]
Frontline Staff: How to Make the Meeting Yours
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