W-2 Refresher Training Needs Assessment - Agency Staff

PTT is conducting a needs assessment to determine the direction of W-2 refresher training. Please assess your agency’s experienced FEPs in the areas below. Experience FEP is defined as being a FEP for 1+ years. When choosing your response, please consider your agency FEPs on average. Please rate FEPs skill (on average) in the following areas:
Name (optional): 


A red asterisk (*) indicates required questions.

  1. Agency


  1. Please rate FEPs skill (on average) in the following areas: General Case Management *

            1 2 3 4 5       N/A
      Providing information on basic money management, personal work habits, and life skills needed to succeed in the working world. Novice Expert  
      Referring applicants and participants to other community services such as food pantries, domestic abuse services, homeless shelters, literacy councils, child welfare agencies, DVR, and AODA / mental health services. Novice Expert  
      Providing the necessary accommodations and community supports so that participants can fully participate in the W-2 program. Novice Expert  
      Assigning reasonable and appropriate activities for program engagement based on a participant’s current situation. Novice Expert  
      Assessing participant progress in meeting goals. Novice Expert  
      Documenting case management decisions in PIN Comments.  Novice Expert  
      Accessing and interpreting participant information in the KIDS system. Novice Expert  
      Providing follow-up case management services for up to 12 months to participants in CMF/CMF+ placements to offer support, job retention, and advancement. Novice Expert  
      Developing W-2 Supportive Service Plans in WWP. Novice Expert  
      Ensuring participants with long-term barriers to work are referred to alternative programming for services that will meet their individual needs. Novice Expert  
      Maintaining timely, detailed, and complete PIN and Case Comments. Novice Expert  
      Utilizing Supportive Service Plans to promote independence. Novice Expert  


  1. Comments related to General Case Management skill level.


  1. Please rate FEPs skill (on average) in the following areas: Eligibility *

            1 2 3 4 5       N/A
      Accurately determining eligibility for W-2. Novice Expert  
      Accurately determining eligibility for JALs. Novice Expert  
      Verifying information necessary to process the W-2 application and ensuring that all data is entered and documented into CWW accurately and timely. Novice Expert  
      Reviewing ECF for existing verification. Novice Expert  
      Accurately determining appropriate case closure type (eligibility vs. work programs) and processing it correctly. Novice Expert  
      Determining W-2 placement and documenting rationale for placement decisions. Novice Expert  
      Determining the need for an Emergency Payment. Novice Expert  
      Explaining Learnfare and assessing Learnfare status for Dependent Child(ren) in a W-2 Group. Novice Expert  
      Providing or arranging for Learnfare case management. Novice Expert  
      Ensuring enrollment and attendance for dependent child(ren) subject to Learnfare requirements.  Novice Expert  
      Explaining the W-2 lifetime limit and placement time limit policies. Novice Expert  
      Following process to verify out of state benefits. Novice Expert  
      Documenting eligibility decisions in CWW Case Comments. Novice Expert  
      Appropriately problem-solve CWW system issues. Novice Expert  
      Accurately process CWW system messages. Novice Expert  


  1. Comments related to Eligibility skill level.


  1. Please rate FEPs skills (on average) in the following areas: Assessment

            1 2 3 4 5       N/A
      Following Informal Assessment policy. Novice Expert  
      Completing an Informal Assessment in WWP. Novice Expert  
      Documenting Informal Assessment Inventory items in WWP including PIN Comments. Novice Expert  
      Assessing for both strengths and barriers. Novice Expert  
      Reviewing and updating information gathered using the WWP Informal Assessment Driver Flow.  Novice Expert  
      Using the WWP Informal Assessment information, Educational Needs Assessment, Career Assessment, and other information provided by the participant to determine whether a formal assessment by a qualified assessing agency is needed. Novice Expert  
      Referring a participant to Formal Assessment when appropriate as outlined in policy. Novice Expert  
      Taking action, as outlined in policy, after a Formal Assessment is received.  Novice Expert  
      Documenting all aspects of the Formal Assessment process in WWP. Novice Expert  
      Providing accommodations and modifications as needed to support full engagement in work activities or employment. Novice Expert  
      Using assessment information to identify accommodations to support full engagement in work activities or employment. Novice Expert  
      Considering barriers to employment in determining the level of employability, making placement decisions, and referrals to other services. Novice Expert  
      Using local Labor Marking Information to guide career planning discussions and goals.  Novice Expert  
      Tying assessment results (Career Assessment, Educational Needs Assessment, Informal Assessment, Formal Assessment) to case management decisions including goal development, activity assignment, placement decisions, etc. Novice Expert  
      Using appropriate DCF forms when necessary or outlined in policy. Novice Expert  


  1. Comments related to Assessment skill level.


  1. Please rate FEPs skills (on average) in the following areas: Employability Plans/Activities *

            1 2 3 4 5       N/A
      Working with participants to develop a W-2 Employability Plan based on participants’ goals and assessment results. Novice Expert  
      Developing detailed SMART goals and goal steps with the participant. Novice Expert  
      Documenting details for assigned W-2 activities on the Activities page. Novice Expert  
      Documenting the rationale of goals and assigned activities in PIN Comments. Novice Expert  
      Incorporating Learnfare activity requirements. Novice Expert  
      Following Documentation, Verification, and Supervision policy. Novice Expert  
      Appropriately determine good cause and enter good cause determination comments when non-participation exits. Novice Expert  
      Recording participation, including make-up hours in WWP. Novice Expert  


  1. Comments related to Employability Plans/Activities skill level.


  1. In what areas do FEPs succeed?*


  1. What factors contribute to FEPs success in these areas?*


  1. In what areas can FEPs grow skills?*


  1. What factors inhibit FEPs success in these areas?*


  1. What factors could contribute to FEPs growth in these areas?*


  1. In what areas do you spend the most time fixing errors on cases?*





Neb Macura
WI