• Matrix Outcomes Model • Strategies • OCAP

The Family DevelopmentMatrix Pathway Project

Our GoalTo provide Family Resource Centers with assessment and data information resources that improve outcomes for children and families.

Jerry EndresM.S.W. Matrix Outcomes ModelProject Director jendres@csumb.edu530-938-3867

Project Contacts

Judi Sherman MA Ed.Projects ManagerStrategies Central Regionjsherman@icfs.org831-588-0700

Zuleima ArevaloM.S.W.zarevalo@csumb.edu831-607-9477

Training Outcomes• Shared understanding of the Family Development Matrix and the Pathway to

the Prevention of Child Abuse and Neglect

• Ability to complete a client assessment and identify family strengths

• Ability to identify interventions and create a family empowerment plan

• Ability to track case management activities and assess family participation

• Shared understanding of case management protocol

• Access to the Matrix database

Theory of Change

Intervention Worker

Family

Pathway Intervention Case Management Activity

Family ParticipationFollow Empowerment planAddress BarriersIncrease Level of support

What is the Matrix Outcomes Model?• An evaluation tool for measuring change over time in

a family’s situation • Provides a focus on strengths and outcomes• Demonstrates what difference services have meant to

the family• A means to track case management plans and

activities for program improvement• A method to build relationships and support the

family strength-building relationship

Family Focused Model

The Matrix is a tool built on the Principles of Family Support. The family has central, active role in determining their goals and steps they can take toward achieving their goals.

Change Model• AWARENESS…Family sees the situation from a strengths

perspective.

• SKILLS…Family has the knowledge, skills and ability to move toward self-selected goals.

• MOTIVATION…Rewards and benefits for change outweigh challenges or obstacles that prevent family from achieving goals.

• MAINTENANCE…Family is using strengths for self-reliance and maintaining that status level.

Matrix Structure

Outcome Categories

Measurement indicators

Status level indicators

Measurements over time to demonstrate change

Status Levels

Safe/self sufficient

Stable

At Risk

In-crisis

Working from Strengths• All people possess strengths that can be used as a foundation to improve

quality of life

• Emphasizing strengths fosters motivation to change

• Exploration by the worker and family helps discover strengths that can be applied to the current situation

• Focusing on strengths helps families see how they’ve managed other difficult situations

• Assessment Visit Summary guides strength-based conversation

Benefits of Using the Matrix• Strength-based model• Creates partnership with family• Over time, documents opportunities,

obstacles, and progress• Facilitates family ownership of their efforts• Helps families develop life skills for problem

solving, goal setting, decisions and actions

Matrix Assessments Over Time

FOUR STEP ASSESSMENT PROCESS

1. Baseline or initial assessment2. Additional (based on protocol)3. Ongoing empowerment plan4. Case management activities

Assessment – Building a Relationship with the Family

Goal: To better understand the family’s situation to identify strengths and areas of concern in order to build a plan of action

• Key to success: Be familiar with the meaning of each outcome

indicator and status level.

Building A Relationship• Acknowledge that the family is the expert in their

own situation

• Use Matrix indicators to restate what you heard and check for understanding

• Reach mutual agreement on status level selection

• Helps family better understand their situation

Prepare for the Assessment • Prepare the client folder with case management forms

• Introduce the Matrix to the family

– Explain how Matrix can help identify areas to work on

– Explain how the Matrix organizes action planning

• Ask probing questions while listening carefully to the family during the assessment interview

Prepare the Client Folder

• Consent Form

• FDM Assessment Tool

• Visit Summary

• Intervention Glossary

• Family Empowerment Plan

• Case Management Forms– Case Management Intake Form and Checklist– Evaluate Interventions and Family Participation

Conduct the Assessment• Find someone to pair with:

– Family Worker – Client

• Read the case study

• Worker uses probing questions and core indicators to assess client

• Conduct Assessments

InterventionsTarget one or two intervention areas with the family

• Review Pathway interventions

• Review any custom interventions

• Create an intervention as needed

• Utilize the intervention in the Family Empowerment Plan

Develop a Family Empowerment Plan

• The discovery process is where the worker and family members discuss what they hope to accomplish

• The family is involved throughout by selecting areas to work on, setting goals and clarifying roles and responsibilities and following through

Protocols and Codes• Protocols tell you when and how to conduct the

assessments

• Codes identify the participant in the system and are used to retrieve data for analysis

Analyzing Data

Status level change based on time in program

Compare baseline to current quarter

Data Tables and Graphs

Next Steps• Agree on data entry start date “Go Live”

• Establish technical assistance needs

On-going Support• On-site agency and collaborative support through

training and technical assistance

• Conference calls with coordinators on specific topics

• Regional workshops

• Statewide conference

Integrating the Matrix into Your Agency Culture

“Change is always a threat when done to me; but it canbe an opportunity whendone by me.”

Rosabeth Moss Kanter, Reinventing Change,

October 2005