Manager Minute-brought to you by the VR Technical Assistance Center for Quality Management

Today, we're thrilled to have Lynn Frith, Education Consultant from the Bureau of Rehabilitation Services at Connecticut General, in the studio. Discover how CTPIE, fueled by the RSA SWITCIE DIF Grant, is revolutionizing disability employment by shifting individuals from subminimum wage to competitive integrated jobs. With a focus on family input and multi-agency collaboration, CTPIE is at the forefront of innovating employment opportunities for individuals with disabilities.   Listen Here   Full Transcript:   {Music}   Lynn: We ended up branding the SWITCIE Grant here in Connecticut as CTPIE. The Connecticut Pathways to Integrated Employment.   Most importantly, individuals and family members, they have a strong voice in every step of the way that we are taking here in Connecticut.   I love what I do, and I was very in tune with this population. I care a lot about this population. I have always believed competitive integrated employment is the way to go and individuals have that right to be able to work.   Intro Voice: Manager Minute brought to you by the VRTAC for Quality Management, Conversations powered by VR, one manager at a time, one minute at a time. Here is your host Carol Pankow.   Carol: Well welcome to the manager minute. Joining me in the studio today is Lynn Frith, education consultant with the Bureau of Rehabilitation Services in the Aging and Disability Services Department. So for short, that means you're with Connecticut General. So Lynn, how are things going in Connecticut?   Lynn: Well, first of all, thank you, Carol, for inviting me to this podcast. I'm really looking forward to our conversation this morning. Connecticut, we're busy, we're jumping, we're moving in grooving.   Carol: I love it. Yep. You're working with Dave and Kathy and all those guys. I'm like, you are all small but mighty. I love what's going on there. Lynn, just so our listeners know, I've had the good fortune to meet and work with you through some of our other technical assistance work that I do with Connecticut General. And in fact, for full disclosure to our listeners, Lynn and I were chatting the other day about something completely different and this topic of the DIF came up and you were bubbling over with excitement and I'm like, oh my gosh, we have to do a podcast. So for our listeners, I featured several of the Disability Innovation Fund Career Advancement Project grants, and now I'm switching over because each year there's been a different focus. I'm switching over to talk about the DIF subminimum wage to competitive integrated employment projects, or it's called SWITCIE for short. So I know we love our acronyms. RSA’s focus for this round is they want to increase the opportunity for those SWITCIE program participants, students and youth with disabilities seeking subminimum wage employment and potential VR program applicants or VR eligible individuals with disabilities who are employed or contemplating employment at sub minimum wage to obtain competitive integrated employment. And so to achieve that purpose, the projects that were funded under this grants going to create innovative models, and they're hoping to have folks identify strategies for addressing those challenges associated with access to competitive integrated employment. Things like transportation and supports provide integrated services that support competitive integrated employment, support integration into the community, and identify and coordinate those wraparound services. So this is super exciting. I know Connecticut's always on the cutting edge of cool things. So let's dig into your approach.  Now Lynn, why don’t you start out telling our listeners a little bit about your journey into VR, I know folks are always interested, like, how do people come? And I know you have a cool path as well.   Lynn: Well, Carol, It is an interesting story in my opinion. I started dating who is now my current husband back in college, and his parents were both deaf and he refused to interpret any of my conversations with his parents. And he said, you want to date me? You need to learn ASL American Sign Language. So once I graduated with my bachelor's degree, I then took sign language interpreting courses, and I ended up learning the language. I fell in love with the language, and I got my first job at the American School for the Deaf out of college, working in doing placement. And the American School for the Deaf at that time was a vocational community rehabilitation provider for the Bureau of Rehabilitation Services. So once a position at Connecticut, BRS became available for a rehabilitation counselor for the deaf. My co-workers encouraged me to apply. And here we go. 20, almost 24 years later, I've been with Connecticut BRS.   Carol: That is so cool. I love this story. Everybody finds their way and just unusual, umm, places. And I think that is awesome. Can you give us a little bit of an overview as well about Connecticut General, like how many staff are in the agency and how many customers do you generally serve?   Lynn: So we have around 150 staff currently. Just like many other states, we are struggling with getting staff on board and maintaining staff. So that is a current priority for us. And right now we're serving approximately 5500 consumers each year.   Carol: Wow, that sounds good. I know Connecticut too, you know, I was thinking a lot of those East Coast states, you're small, but you are small but mighty and serving a good group of folks with a small group of people. I want to also get a sense of how many people in Connecticut are really kind of covered under that 14C certificate.   Lynn: That number is a little bit harder to be able to get an accurate number on. From what we can tell. And how I came to this number is tracking that annual career counseling and information referral. And we have about 850 individuals still receiving subminimum wage in Connecticut.   Carol: Wow. It's still a pretty significant number of folks. I know Minnesota, where I'm from, had been working on this for a long time, but I think we still have folks more in the thousands. So I'm really glad you guys are tackling this project. So let's talk about your proposal. Can you give us an overview of that grant proposal you all submitted? And I think you guys have a really cute name.   Lynn: So I'll share the name first. Because it tends to get a little bit tongue twisty. We ended up branding the SWITCIE grant here in Connecticut as CTPIE, so that would stand for the Connecticut Pathways to Integrated Employment, and we applied for the SWITCIE grant and were awarded it back in September of 2022. Our planning year began on October 1st of 2022 and we hit the ground running. We developed a partner workgroup, and that workgroup consists of all of our other state agencies who we partner with, as well as the workforce investment boards within the state school systems, community rehabilitation providers. We have some 14C key employers who sit on the partner workgroup, most importantly individuals and family members. They have a strong voice in every step of the way that we are taking here in Connecticut.   Carol: So what are you guys hoping to accomplish with your grant?   Lynn: As you know, this is a demonstration model grant, and we took that first planning year. And from our partner workgroup we then developed four subgroups. Those four subgroups were the pathways and business partners, individualized supports, messaging and outreach, training and TA. And we asked our partner workgroup members to refer members of their agencies, departments, their staff to be able to work with us on those subgroups and those individuals who served. And we met like twice a month for approximately nine months. So they really were committed to this project. They helped us develop, okay, what services should be looking for and how do we get there? We have strong commitments from employers in the state of Connecticut who recognize that hiring individuals with significant developmental and disabilities is the way they want to go. The messaging and outreach group that led us to, okay, we really need to brand what our SWITCIE grant is. So that's how we came up with CTPIE. We came up with a logo. They helped us develop a website. It helps us in terms of our outreach to individuals, outreach to school systems, and how we go about recruiting individuals for CTPIE. Our goal for CTPIE is, and these are the numbers that we stated in our application for our youth, we're hoping to get 356 individuals enrolled in CTPIE so they can be youth who are still in school, receiving special education services, or have recently exited from special education up to and including their 24th year, and they have to be contemplating Subminimum wage for the very first time. So you'll see that that's our larger bucket of individuals that we're hoping to serve under this grant. Our second population that we're looking at serving is 114 individuals who are adults who are currently earning subminimum wage. And that is a little bit more of a tricky population for us to get enrolled in CTPIE. These are individuals that have been in Subminimum wage for probably some period of time. They have developed friendships there. They love their work. They're used to working at that location. They know what's expected of them. Family members, they're viewing this as my loved one has a safe place to go to 35 hours a week. They have the transportation built in, so that's a higher mountain for us to climb, to be able to encourage those individuals to say, hey, come on over to CTPIE and try out competitive integrated employment.   Carol: So how do you address that challenge with the group? And I know that group really well. I used to work in a day training center in Minnesota years ago, and I understand that family deep. They form bonds with the staff and their loved one does, you know, and it's really hard to break through that. So what are you trying

Mark Erlichman is in the studio today, Deputy Director of the VR Employment Division with the California Department of Rehabilitation.   Learn how this DIF Grant innovates by aligning services with industry needs, not location, and creating targeted support in tech and more. They also combined the Career Index Plus with the artificial intelligence program SARA to create customized Individualized Plan for Employment (IPE) portfolios. Operational in just three months! #Innovation #DisabilityEmployment #SectorStrategy.   Listen Here   Full Transcript:   {Music}   Mark: You know, we can continue to complain about all the additional reports and data, but if the payoff is worth it because it's something you want and need it to do, it becomes a much easier grant to write and a much easier effort to justify and support. I think the counselors and their staff should drive the program. They're the ones that work with the consumers in our businesses. They're the ones who understand what's going on way better than I would sitting in my office on the third floor in Sacramento. I'm happy to be a conduit and connect people or anybody or has any questions at all about our project. We know collectively, the VR program is so much smarter than any one individual State.   Intro Voice: Manager Minute brought to you by the VRTAC for Quality Management, Conversations powered by VR, one manager at a time, one minute at a time. Here is your host Carol Pankow.   Carol: Welcome to the Manager Minute. Joining me in the studio today is Mark Erlichman, Deputy director, VR Employment Division with California Department of Rehabilitation. That is a mouthful. So welcome Mark. How are things going in California?   Mark: Well it's going well as always. We have interesting times when the state budget comes out. So we're looking forward to the next week. But all in all, I think we're very proud of the work that we're doing. And I think we're really where we need to be as a program.   Carol: Well of course, and you're working with Joe and I love Joe, but Joe is like, go, go, go, go, go. So I'm sure you guys are running on that treadmill at top speed.   Mark: Yes, you know him very well, and it's exciting to work with Joe because it's never a dull moment. And the more progressive we can get, the more supportive he tends to be. So it does give us an awful lot of incentive to continue to be creative and push the envelope.   Carol:  That's very cool. Well, I want to give you a little nugget of what has happened since February of 22, when you recorded a podcast with me. It was our very first one we did in the series on Rapid Engagement, and I have to tell you, it was our most downloaded podcast we've ever done by like triple. It was wild, and I feel like that podcast was the beginning of a little bit of a revolution. On the rapid engagement topic. I was super excited about that, and so I wanted to let you know that when I think about California VR, I always think about how innovative you guys are. And I'm really excited to talk about the Disability Innovation Fund Career Advancement Project. And so in the fall, I did a series of three with three of the other programs, and I couldn't get you. I kept trying, and Karen Grandin, project officer at RSA, is like, have you talked to California yet? I've said, I'm trying to get Mark, so thanks for being on. I really appreciate it. I just want to give a little recap to our listeners, because they may have forgotten a little bit about kind of why this particular DIF grant came about. And the grant activity here for the Career advancement is geared to support innovative activities aimed to improve the outcomes of individuals with disability. And these were funded back in 2021, and they were intended to identify and demonstrate practices supported by evidence to assist VR eligible individuals with disabilities, including previously served VR participants in employment who reenter the VR program to do the following things. They were looking at advancing in high demand high quality careers like science, technology, engineering and math. All that STEM stuff. Entering career pathways and industry driven sectors through pre apprenticeships and registered apprenticeships, improving and maximizing competitive integrated employment and reducing reliance on public benefits. And I remember at that time too looking at when they published the announcement, they had some really kind of disturbing data on what was happening with our VR program. So the timing was perfect. And of course, you all jumped right on the bandwagon and put something in. So let's just dig in and talk about your grant. So, Mark, would you remind our listeners about your story and how you came to VR? People are always interested, like, where'd you come from and what's your role there?   Mark: Thank you. And I appreciate the summary of the innovation grant. So we did see these as a phenomenal opportunity to look at work we wanted to do and then just expand on it. And it really was up my alley. I actually started my career back in the mid 90s, 1994 to be exact, as a rehab counselor, and I worked as a rehabilitation counselor in a fairly rural area working with migrant farm workers with the transition age, population supported employment and individuals that were exiting the prison system and were still justice involved. And I really got the opportunity to learn to love my job and to recognize and realize how complicated and how wonderfully difficult doing this job correctly can be, but how rewarding it is, particularly when you see individuals who did not believe in themselves, begin to believe in themselves, and to really build themselves up and move themselves forward. So as I moved up, for some reason, I kept getting other opportunities and got promoted a couple of times and worked my way up within the Department of Rehabilitation here in California. Since 1994, I think I've had nine different jobs, most recently June of 2019. So six months, kind of before Covid was even a thing, I took on the role of the Deputy Director responsible over our field operations. So I work with our 13 regional districts, and we work with all individuals, with the exception of the blind/visually impaired who were served out of a different division. But everyone else, including our business services and our student services, are served out of our division here and very fortunate to have this opportunity. And like you mentioned, lots and lots of pressure, both from above and from below. I have about 1400 staff who have really done a remarkable job in continuing programs and services. Even through the Covid pandemic. We actually served over 134,000 people last year, which is 30,000 more than we served even before Covid. So people came back. And our staff have done a remarkable job in serving them. And then pressure from above, with Joe really saying, if we don't step up, if we don't do a better job in customer service, and serving the public, then we don't really deserve to exist as a program. And so we take that seriously as well. So I've been very fortunate that I've had a good career here in the department, but I'm also very grateful to work with the teams that I've been able to work with.   Carol: It's very cool. I always knew you guys were part of the big four, because I always think about California and Texas, Florida and New York as the four biggest VR programs out of the 78, so there's a lot of added pressure to that. The numbers are just exponentially so much bigger. That is wild. But I think your experience leads you to what you did with writing this grant. So give us a little bit of overview about the grant, the proposal you wrote, and what you were hoping to accomplish.   Mark: The premise of the grant really was that expertise in careers and understanding sectors can be just as valuable as their expertise in disability and in other areas. As a counselor, one of the things I mentioned, I have a variety of consumers that I work with and a variety of ages, disabilities, ethnicity, gender. There are a lot of variability. The main thing they had in common was their zip code. They all lived in the proximal area that was near my office, and that's how I got to work with them. And I began to notice is that being able to work with a lot of different individuals, with a lot of different vocational goals, I had to start learning about how a teacher or a butcher or a nurse got a job, which is widely different. How a teacher gets a job is nothing like how a butcher gets a job. So each time I had to try to figure out, well, how do I get information? This is pre-internet, but I think it's still applicable now. I actually had to go talk to teachers and talk to nurses. And I went to talk to a butcher at a grocery store because the only butchers I knew were at the grocery store, and they told me, no, don't have your consumer come here, apply for jobs here. So 60 miles away, we have something called Harris Ranch, which is one of the largest beef providers in the country, and they hire somewhere between 50 and 60 new butchers every year. And if you get a job there and you get trained there, you can really work anywhere else. And I go, wow, if I wouldn't have asked, I wouldn't have known. And the other thing that I realized is I had two consumers who wanted to be teachers, forget their disability, they had way more in common with each other because of their vocational goal and their career goal. Then somebody with the same disability, same age and same zip code. And so it really made sense. So it maybe makes sense to align our expertise and our caseloads based on something other than proximity. So the premise behind our grant application was, let's align our caseloads and have staff and dedicated teams that are specific to industry sectors that can work with individuals regardless of where they are in the state, regardless of their zip code, regardless of their disability, but that hav

In the studio today are Cassie Villegas, Outgoing Interim Director of Washington General, and Sven Akerman Jr, a contractor from Outlook Insight with Washington General.   You can find out how Washington General empowers staff with an integrated AI tool that does the heavy lifting when researching policies, regulations, and RSA requirements, freeing staff to focus on providing quality services.   Listen Here   Full Transcript:   {Music} Sven: Our team was presented with a challenge from DVR. They had a 767 page customer service manual, but it was really kind of difficult to find answers quickly.   Cassie: You can go right in and find your answer, and I found it in 0.2 seconds rather than two hours. Coming through all of the different policies or regulations.   Sven: I see this more as enablement capabilities as opposed to replacement capabilities to where, like Cassie was saying, get back to focusing on what you really want to do, not what you have to do.   Cassie: Now, I don't think our staff could live without it. If we tried to pull it back now, there'd probably be mayhem.   Intro Voice: Manager Minute brought to you by the VRTAC for Quality Management, Conversations powered by VR, one manager at a time, one minute at a time. Here is your host Carol Pankow.   Carol: Well, welcome to the manager minute. Joining me in the studio today is Cassie Villegas, outgoing interim director Washington general, and Sven Ackerman, junior contractor from Outlook Insight who is working with Washington General. So thanks for being here, you guys. Sven, how is it going in Washington?   Sven: Well, things are fantastic heating up and, uh, well, not heating up. It's actually getting wetter. But it's a beautiful time to be in business for Washington.   Carol: Excellent. And, Cassie, how are you doing? I know you're the outgoing interim director. Hopefully you're going somewhere good.   Cassie: Yeah, absolutely. Things are winding down here for me in terms of VR, but starting to wind up for the next step. So yeah, pretty excited.   Carol: Good for you. Good for you. Well, thanks for joining me. We are going to have a very interesting conversation today about artificial intelligence or AI as it is commonly known. And artificial intelligence has been all over the news this summer and fall. I think about the Hollywood SAG-AFTRA strike. CEO Sam Altman with OpenAI. And in a nutshell, artificial intelligence is a simulation of human intelligence processes by machines, especially computer systems. And so when I was preparing for the podcast, I started making a list of AI in my life. I'm like, okay, what things are considered AI and it really is all around us. And I know we think it's this other big thing there, but it's here, it's everywhere right now. And I thought about my virtual assistants Siri and Alexa, the facial recognition when I go to the airport, I use CLEAR. So they're looking at my eyeballs to, you know, get my identity spam filters. You think about the algorithms in your Google search, driving my car with driver assisted technology and so many more. And I think there's a tendency for people to kind of go to that dark place. They conjure up all the dark things I could do. And you think about machines are becoming humans, and you look back at movies like The Terminator or War Games, Space Odyssey, and there are definitely valid concerns. You know, we've heard in the news as of late where individuals are cloning your voice, you know, and they're sending it to your grandma and asking for a ransom note or something like that. So as with all things that are new, you know, there's always this balance. And so when I think of AI, I always think of things like it being really cutting edge, which, sorry to say, I'm not always associating with VR, you know? And much to my surprise, I come across this article about how you guys are using this in Washington. So we have to dig in. I'm super excited. So, Cassie, can you tell our listeners a little bit about yourself and your background and how did you come to VR?   Cassie: Yeah, so I'm currently, as you said, outgoing interim director. I've been the interim director for Washington General since July of 2023. Prior to that, I've been our deputy director. I've worked with our community rehab programs, their CRP's. I've been a tribal liaison. I've done some of the DEI work. And prior to coming to Voc Rehab, I worked for the Independent Living Council for the State of Washington. So I got my foot in the door with VR through Independent Living. But before that, I've worked in trio programs with students trying to help them obtain education, higher education, and that career exploration piece that's very similar to what we do in VR. So I've been around not very long. And of course, like you stated, I am outgoing. I'm leaving. We have a new interim director that I've handed some power over to or transitioning right now. So yeah, good things on the horizon for me, but also for VR.   Carol: Very cool. It's always fun to find people's pathway into VR. We always have our foot in somehow. So that's cool that you came in through the IL world. So also, can you tell us a little bit about Washington General and how many staff the agency has and like how many consumers you all serve?   Cassie: Yeah, absolutely. So in the state of Washington, we have 39 counties. Our state is broken up into three regions. We have about 41 offices across the state, and we have about 340 staff in the last year on cases, we've served just over 7000 customers. That does not include youth and students who are not on caseloads through those like group services, through pre-employment transition services. But that would probably well over double that 7000 number if we included them in that count.   Carol: Well, absolutely. And I have two brothers that are out in Washington, so I know about the complexity geographically of your state it is very different. And while something may seem like it is an hour away, it really is not as you're hitting the mountains or which way you're going. And big, big differences in very rural areas of the state, a lot of geographic complexity. So, Sven, let's go to you. Tell our listeners a little bit about yourself and the company that you work for.   Sven: Sure. Well, I'm the founder and chief executive for Outlook Insight. We're a social services focused company that leverages modern technology, really helping those who help others. We're proudly celebrating our 25th anniversary here on December 22nd. So just four days away from 25 years old, my background is in technology management and implementation, with a focus really on Microsoft Azure and Microsoft 365 solutions. But I've been working with vocational rehabilitation agencies since 2009, when I started working at a company that built VR case management software, and since then, I've been proud to have delivered well I've been part of the implementation of over 26 VR case management systems and had the pleasure of traveling all over the country, meeting with executives and staff from VR agencies, kind of understanding the mission, what they do, how our technology helps them, and then branched out onto our own kind of rekindling the fire of the entrepreneurial spirit in 2019. And since then, we've been working with a variety of different agencies, including Washington DVR, Washington DSB, DSHs at large, and others, really helping them drive new technology capabilities to streamline their operation as we go along.   Carol: Very cool. So you bring a very unique perspective. You can see technologically some of the gaps that we have to as a system for sure. So how did you get into this AI space?   Sven: Well, you know, it was just a curiosity back in like December of 2022, you know, as the OpenAI ChatGPT conversation started to explode, we started looking at new ways to automate, you know, just some of the routine work we absolutely fell in love with generative AI. It's really, really spent that first quarter of the year just understanding the myriad of different open source, fee based, large language models, how to use them. And over time, we really kind of settled back into our roots a bit and decided that the Microsoft Azure platform was going to be the one that we wanted to focus on, really just kind of recognizing that's where our background and experience in technology is most prominent. And then the advanced capabilities offered a lot in terms of what we could do with it. Well, not to mention that it's generally acceptable by most state agencies to be working in Azure. So with that, it was interesting. Two things really happened agency related at about the same time. The first thing that happened was our team was presented with a challenge from DVR. They had a 767 page customer service manual, and it's a really a vast collection of guidance, policies, procedures. But it was really kind of difficult to find answers quickly in there. So they asked if there was a way to better access that content, make it more accessible and available to folks. So we accepted that challenge, and we decided to take some of our AI curiosities and apply it to this space. And we loaded a model along with their customer service manual. We also loaded it full of the RCWs and wax of Washington State law. We threw in there all the RSA policy directives and TAC publications as well as the federal statutes, and that really established a full corpus of data.   Sven: And then we started to ask questions, kind of refining the prompts to optimize the responses. And that's when it all started to come together in terms of forming great answers for Washington DVR related to their customer service manual. But the second thing that happened was really interesting. You know, working in technology, I help a variety of folks, especially as people are onboarding, sharing knowledge where I can. And one of the newer staff person who was hired to take over the technical roles of someone

Diane Dalmasse, Director of HireAbility Vermont, is in the studio today. Diane is the longest-serving director nationally in the VR program and has a lot to say about culture in the workplace and the changes Vermont made to retain and attract employees from across the nation. Learn about how hiring an organizational consultant back in the 90s continues to prove its worth today.   Listen Here   Full Transcript:   {Music} Diane: I think that everyone should have their voices heard and have some ownership in how we move forward as an organization. I think it has enabled us to set a very high bar for staff. All in all, our career ladders, our leadership development are supporting professional growth and development in any way we can has really contributed to staff morale and staff retention. They are owning where we're going and actually driving how we get there.   Intro Voice: Manager Minute brought to you by the VRTAC for Quality Management, Conversations powered by VR, one manager at a time, one minute at a time. Here is your host Carol Pankow.   Carol: Well welcome to the manager minute. Joining me in the studio today is Diane Dalmasse director of Higher Ability Vermont. Now Diane Vermont's been in the news this fall that crazy flooding you had and other things. How are things going for you?   Diane: Things are actually fine in most places in Vermont, the flooding was very localized to central Vermont, with Montpelier really suffering, as I'm sure everyone watched on the news. It was devastating and still is in Montpelier. They're really working hard to come back.   Carol: I remember seeing the images. It was so incredible. I was down on my treadmill right away. I emailed you guys. I'm like, are you all okay? Are your staff okay? And your customers? I was just, it looked insane, I couldn't even believe it.   Diane: Yeah. There was a lot of housing lost, particularly lower income housing in central Vermont, which really just has made an already crisis situation much worse.   Carol: Oh, I'm sorry to hear that. Well, I'm hoping with the winter coming and I saw you have awesome weather that'll be happening out on the coast, you know, that that isn't going to impact people so much, especially with this housing situation. Well, I'm excited about the discussion we're going to have about culture. I know in my TA work, I get asked all the time. And our listeners, you know, are those folks there going, hey, who's got a good culture? And, you know, that's a really tricky question. And a lot of agencies are struggling with this right now, really have been for some time. And on the side, one of my things I've been passionate about looking at is the turnover in directors, you know, nationwide. And I'm up to 134 changes in the last decade out of the 78 SVRAs. And you just go, holy smokes. And you can see this trajectory, you know, WIOA hit and the pandemic hit, and you just see the chart going up, up, up and the great resignation. And so I think people are feeling kind of tired and worn out. And we have a lot of new directors coming in who are coming in from outside of VR. And so people reach out and they go, hey, who's got something good going on? And the funny thing is, everybody and maybe not so funny, but everybody says, gosh, you got to talk to Diane in Vermont. And so I was super excited. I get to see your staff, James and Amanda at CSAVR. And I'm like, Amanda. She was sitting next to me. I said, I really want to talk about your culture. You have to talk to Diane. Like, Amanda was so excited. She goes, you absolutely have to talk to Diane. So I am super excited to unpack this today. I do like the Peter Drucker quote. He said, culture eats strategy for breakfast. And I know sometimes people like to say culture eats strategy for lunch, whichever meal it is. He really was on the pulse with something. So let's dig into this. So, I know Vermont is a smaller state. Can you give our listeners a little picture of your agency, like how many staff and customers do you have? And if you have any particular like geographical challenges?   Diane: We are a small but very mighty state, Carol, and we have applied for multiple federal grants over the years. And I think that reviewers or whoever views us as a laboratory for trying different strategies and different ways of working. And so, yes, we're small. We have a staff of about 150 employees, and we have a contractor, our CRP, our primary CRP that does most of our employment work. They are staff are co-located in our offices. So we have about 200 people that are working in our 12 offices spread across the state, and we serve around 6000 people a year. We are small, but I think we're on the cutting edge of many things.   Carol: I know I love that because, you know, you're on the East Coast, you're nestled in there, you're not a huge state, but there's always so many cool things coming out from your program. And I think your staff are just so smart, and they're always looking out and finding out what cool things are going on. And just they're such great thinkers. I think you all are. And not only just thinking it, you take it and apply it and make it your own and figure things out. And you really are on the cutting edge of doing things in a different way. And I really appreciate that about you. I'm sure our listeners are also interested, Diane, I always like to talk to people a little bit about like, how did you get into VR and how long have you been at the agency?   Diane: Well, I have been at the agency forever, essentially. I became director in 1991, so I've been here over 30 years and I have yet to be bored. Every day is a new challenge. We are not tired and worn out here in Vermont. We are excited about the work that we do every day and the impact it has. We make a difference in people's lives all the time, which is just amazing. I worked previous to my VR work in Human Services doing child welfare work and psychiatric social work. But I came to VR as a supervisor and never left and really felt that I'd found a home here. Work is absolutely transformational for people and I love my job well.   Carol: I think it's amazing. You are the longest standing director now in the country out of the 78 programs, I'm like, good for you and good on your agency. I think that that will be it's super helpful to you as we're going to have this culture talk. So I know when you walked into the situation that you did, you know, 32 years ago, you walked into some different challenges. And I appreciate we all have done that. I walked into challenges. I think any time you take over from somebody else, can you talk a little bit about those beginning years and kind of how you approached that, what you were facing and what you did?   Diane: Yes, I had been working in Central Office as a field operations director for 3 or 4 years, I think, before I was promoted to director. So I had an opportunity to see firsthand how things were being done and I wasn't happy. And my predecessor, really, he was not dedicated to the mission and goals of the agency, in my opinion. So when I came into the job, I really I pulled together critical people in the disability community and said to them, we are going to turn this agency around. We are going to take everything and try to determine what is value added for the customer and what we do for the convenience of the agency, or because we perceive that federal regulations require us to do those things. And we did. We changed many, many things and we innovated in many different ways. We had a Consumer Choice Grant for those that remember back to the mid 90s, which was a five year grant that provided us with many resources to focus on change. And we did just that.   Carol: Well, I think, you know, you were super smart about this with that Choice Grant, and you talked to me about this with hiring that organizational consultant. And I've been really thinking about that since you and I chatted the other day, which would have been amazing. I wish I would have thought of that. You know, coming into Minnesota, can you talk more about how that has helped you having that organizational consultant and kind of doing that all these years?   Diane: I certainly can. I think that is one of the major educational tools for me as a director. And lessons learned in terms of moving your agency forward is organizational development specialists. People who do this for a living can be invaluable in terms of helping you from an outside, more objective place. Look at your agency in terms of what's working well and what isn't organizationally. And so I used a big chunk of the resources from that initial consumer choice grant to hire organizational development people. Then we had a team that went into each of our 12 offices and looked at how we did business and what was working and what wasn't. And out of that came a strategic plan, and our kind of vision for the future, which really moved us along. And to this day, I have organizational development people on contract, because I have found that early intervention and getting that sort of outside specialist view can be the key to unblocking and moving forward in so many ways.   Carol: Yeah, I think that was really brilliant. How did you go about finding the people you found? You know, back in the day? I don't think there was Google. It's like, how can folks find them?   Diane: Well, we put out a request for proposals and I think early on it was we really believe in involving staff in almost everything we do. And so we had quite a large committee with staff present, and we interviewed oh, 5 or 6 different vendors who provide these services in order to make a selection of someone that we thought shared our values and our vision for the organization. And we stayed with that consultant and her team for years. Eventually we moved on. And as I said, we are always working with someone either on leadership development, professional coaching, conflict management

In the studio today is Kendra Farrow, Project Director with the Older Individuals Who Are Blind – Technical Assistance Center at the National Research & Training Center on Blindness & Low Vision Mississippi State University.   Kendra and Carol discuss the question, “Why not ask the Older Individuals who are Blind right up front if they want to work?" Are we missing the boat with these talented individuals who are commonly not given the option for VR services that can benefit them? Whether it’s training, job development and placement, or job retention, VR services in conjunction with IL services, can lead to successful employment outcomes for Older Individuals who are Blind and contribute to their sense of purpose and meaning.   Listen Here   Full Transcript:   {Music} Kendra: When somebody who is 55 or older loses vision and they call about services and they say, well, how old are you? And if they're over 55, they're just pushing them into the older individuals who are blind program. They aren't necessarily then offered the services that they could benefit from. We're cutting ourselves short, and it's a very easy closure once the person has regained their confidence with the older blind program and learning some skills, once they start seeing I can do these things, maybe I want to go back to work now that I have some confidence again.   Intro Voice: Manager Minute brought to you by the VRTAC for Quality Management, Conversations powered by VR, one manager at a time, one minute at a time. Here is your host Carol Pankow.   Carol: Well, welcome to the Manager Minute. Joining me in the studio today is Kendra Farrell, Project Director with the Older Individuals who are Blind. Technical Assistance Center that is housed at the National Research and Training Center on Blindness and Low Vision at Mississippi State University. Holy moly. That's a mouthful. So, Kendra, how are things going in Mississippi?   Kendra: Oh they're good.   Carol: Awesome. Thanks for joining me today. So for our listeners, I want to give a little background. The Technical Assistance Centers that are funded by RSA, we hold a regular TAC collaborative meeting so we can leverage resources and keep each other informed so we can serve all of you better. And in a recent collaborative meeting, I asked the group for any possible ideas where we could collaborate on a podcast. And sure enough, Kendra brought up an interesting conversation that she had with a group of experts that was talking about eligibility for the OIB program, and that led to a deeper discussion about a place where VR might be missing the boat on serving a very important group of people. So, of course, my background as a former director of a blind agency, it really resonated with me, and I wanted to let our listeners in on the conversation. So let's dig in. So, Kendra, can you tell our listeners a little bit about yourself and how you came to be the director of the OIB TAC?   Kendra: Yeah, I started out my career working in direct services, providing vision rehab therapy services to individuals of all ages at a nonprofit agency. And after doing that for 14 years, I saw a job posting with the National Research and Training Center on Blindness and Low Vision. We call it the NRTC for short, and they gave me a job. I was hired on a research grant related to employment for people who are blind or have low vision. And once we got started with that a little bit, there was the opportunity to apply for the grant to have the Technical Assistance Center for Older Blind services. And my colleague and I said that we kind of felt like maybe we were doing a disservice to the field if we didn't apply because we have a long history at the NRTC of doing like some external program evaluations for older blind programs. I think we had conducted program evaluations for, I think it's over 25 of the states over the years. Since I've been here, we've only worked with maybe 5 or 6, so not as many. But, you know, we have that background and we've had publications and done different things related to the older blind services back when it was a discretionary grant in the 90s. Before it was a formula grant, only a couple of states had it. So we were kind of like the place where the information was stored, like collected. What is currently collected on the annual 7OB report that is provided to RSA by all of the programs we collected that data. I don't know if it went to RSA too, but we collected that data and then published on it to establish the importance of the services that were being provided. So we do have a long history, long before I came here in 2015, when the opportunity to apply to be the Technical Assistance Center, my colleague and I decided that we should try to get the grant. So it's completely changed my job with the NRTC, I was working my colleague was the project director for a number of years until she retired, and then we had some other directors in between. And so, because I have the historical knowledge, and when the most recent director left, I decided that it was time to just step up and direct the project, because it's the hard thing to have a national perspective on the older blind services. It's not something that's easy to find. You know, we tried to post and hire somebody, and there's just not a lot of people that can come and hit the ground running with having that national perspective.   Carol: Yeah, you nailed that for sure, because I know when I was at Minnesota Blind, we always relied on the NRTC and the resources. You guys had such amazing curriculum. We would have staff go through and take your courses. You were the go to people. So you're definitely the right people. And you're right, there isn't a lot of folks that have that nationwide perspective that you all had. So why don't you tell us a little bit about the mission of the OIB TAC? What is your focus?   Kendra: According to RSA and the grant and the cooperative agreement that we work under, we provide technical assistance and training, and we provide that on four different topic areas, which include community outreach, promising practices in service delivery, financial and management practices, and data collection and analysis, including program performance kinds of things.   Carol: I love it because I had the opportunity you brought me in. We were able to collaborate on a state and that was super fun to watch you and your team, and to see how we could do a little collaboration between the and you. And I really appreciated that. I know you also have had some personal experience with VR. Can you tell us a little bit about that?   Kendra: Yeah, I have always been legally blind. I was a high partial when I was young and grew up just doing the best I could with what I had, and had a few services as a child in three school, large print books. You know, I wasn't really considered in my mind to be blind. But then when I got to college, you know, the reading is harder and everything, and I started working with VR. They provided some assistive technology that I needed to be successful in college, and my vision did start to go downhill. And so I needed more services. And I have kind of been in and out just through my various jobs and different challenges with technology through the years, trying to keep myself up to date and able to do the things that I do to be employed.   Carol: Thanks for sharing that, because I think it's always interesting when you come from working in the system, you can see some things maybe differently. You have a different viewpoint about VR and some of the things that what was working and what doesn't work.   Kendra: One of the unique things is that I have received VR services in three different states, and so just the differences between the states is very interesting to observe. And, you know, the separate versus a combined agency, you know, how that feels different and that kind of thing is very interesting to think about.   Carol: That I did not know that about you. So that is very interesting because people always say there are 78 VR programs and there are 78 ways of doing everything.   Kendra: I've only seen three.   Carol: Let's talk about this conversation you had with a group of experts around disabilities that is going to lead to our conversation today. What is the opportunity that VR is missing?   Kendra: Well, individuals who lose vision later in life. Often people think, what would I do in those circumstances? And so we go on some of our preconceived ideas about blindness or vision impairment. That is going to be hard to work. And the truth is that many of those people, when they're in the situation of losing their vision, they're in their 40s, 50s, 60s, a lot of times they are planning to work until they're maybe like 69 or 70, because you get higher rates on your Social Security retirement account, your payments, if you work until you're older and they usually are planning to do that. And so to take an early retirement is putting them in a financial disadvantage that they weren't planning on. And also people want to be busy. They want to contribute. It makes you feel good to work and to contribute. And so when somebody who is 55 or older loses vision and they call about services and they say, well, how old are you? And if they're over 55, they're just pushing them into the older individuals who are blind program, which eligibility begins at age 55. So they aren't necessarily then offered VR services that they could benefit from. And these are people with decades of experience that have job skills. And we have such a need right now for people to fill positions that are open. You know, we've had this mass wave of retirement and we don't want to see more people retire if possible. You know, I think employers really want people to stay in their jobs, especially those that are experienced and have lots to give yet to their fields. And even if they can't stay within the job that they were in, it'

In the studio today are Joan Phillips, Assistant Commissioner at the Massachusetts Rehabilitation Commission, and Michelle Banks, DIF Strategic Director for MRC.   Find out how MRC is turning VR on its head. What would they do differently in the first year, and what results would they see after year 2? Learn about the success of the job certification program, and how they are meeting the "NextGen-ers" where they are at.   Hear how  Joan and Michelle encourage others to take on a DIF Grant to help bring more innovation and creative ideas to VR.   Learn more about the NextGen Initiative.   Listen Here   Full Transcript:   {Music}   Joan: If you are committed to this field, please apply for a DIF grant. Bring your ideas forward so we can infuse the future of VR with new energy and achieve more outcomes for individuals with disabilities who come to us, really depending on us, to help them make life changing decisions.   Michelle: We're moving more and more young adults into trainings. We've developed training partnerships in technology, in health care. We're trying to forge our way into biotech.   Joan: I'm always challenging staff. What else? How else?   Intro Voice: Manager Minute brought to you by the VRTAC for Quality Management, Conversations powered by VR, one manager at a time, one minute at a time. Here is your host Carol Pankow.   Carol: Well, welcome to the Manager Minute. Joining me in the studio today are Joan Phillips, assistant commissioner at the Massachusetts Rehabilitation Commission, and Michelle Banks, DIF strategic director for MRC. So, Joan, how are things going at MRC?   Joan: Things are going really well. We are extremely busy working hard to ensure that the individuals who come to us seeking employment have every opportunity to get the training and to be upskilled and to gain employment. We are very, very busy but very happy.   Carol: Well, and of course, under Tony, she keeps you very busy because Tony's got a lot of great ideas. I love that.   Joan: She's got a lot of energy, more than all of us, that's for sure.   Carol: How about you, Michelle? How are things going for you?   Michelle: Good, busy is the word. Our project is well underway. Got a lot of participants. We've got a lot of interested folks and a lot of optimism for what we're about to achieve here. So it's going well.   Carol: I'm super excited to dig into this because I know our listeners have been really excited. And so this is the third podcast in a series focused on the Disability Innovation Fund career advancement projects. And I want to just do a little quick recap for our listeners about this particular round of the Disability Innovation Fund grants. So grant activities are geared to support innovative activities aimed at improving the outcomes of individuals with disabilities. And the Career Advancement Initiative model demonstrations funded back in 2021 were intended to identify and demonstrate practices that are supported by evidence to assist VR eligible individuals with disabilities, including previously served VR participants in employment who reenter the program to do the following. And it was to advance in high demand, high quality careers like science, technology, engineering, and math or those STEM careers, to enter career pathways in industry driven sectors through pre apprenticeships, registered apprenticeships and industry recognized apprenticeship programs to improve and maximize the competitive integrated outcomes, economic self-sufficiency, independence and inclusion in society and reduce reliance on public benefits like SSI, SSDI and or Temporary Assistance for Needy Families and any state or local benefits. Also, when we think back, Congress made career pathways a necessary, if not foundational, part of WIOA's workforce reforms and states, for example, are required to include career pathways and workforce development systems. They're required to have them in their local plans that they have. So it's been really fun because each of the other agencies that we featured to date has taken a really uniquely Different approach, and I'm excited to unpack what's happening with you all. So, Joan, I'm going to start with you. Tell our listeners a little bit about yourself and how you got into VR.   Joan: I actually have a master's degree in rehabilitation, but spent a significant amount of my career working in the private sector. I feel that those experiences really informed my positions that I've held at MRC. I came in as a director of one of our local offices, and four years later I was promoted to Assistant Commissioner. So that's a little glimpse into my journey. I have significant experience in Workforce Development, disability determination to determine eligibility for disability benefits, working with young adults with disabilities, individuals with severe physical disabilities. And I'm very fortunate to be in this career.   Carol: Well, it's always fun to see how people make their way to VR. We all get here some way. It can be a long and winding road sometimes, or a very direct path in. So Michelle, how about you tell our listeners a little bit about yourself?   Michelle: Sure, mine might reflect a long, winding part when it comes to Vocational Rehabilitation, but I've spent my career working with young adults. I started in the health care sector and then moved to juvenile justice. And then spent about 20 years in public child welfare, and I was the director of Adolescent and Young Adult Services for the Massachusetts Department of Children and Families, where I was helping the agency pursue transition related outcomes, one of them being employment with a group of young adults who were going to leave the public child welfare system without returning home or being adopted. So they had their lives, were calling for an enormous amount of independence, saw a lot of inequity when it came to economic stability, and could see a lot of pathways in things that could be done differently. I had worked with MRC a bit in that role and saw what they were doing, and when I realized that they got this funding to help young adults in particular, really try to have gratifying career pathways that were going to help them achieve economic stability in ways that many of their peers have the opportunity to do. I jumped right on it. So that's how I landed with MRC and have been excited to be working in this role ever since.   Carol: Very cool. So you're well positioned for the role you're in now. That is great. So, Joan, can you paint us a picture of MRC? Like how many staff do you have? How many people do you serve? A little bit more about what it's like in Massachusetts.   Joan: Yeah. So the Massachusetts Rehabilitation Commission provides services that break down barriers and empower people with disabilities to live life on their own terms. Our programs focus on career services, home and community life, and disability determination for federal benefit programs. We like to say that we're change agents and community builders, and we put the people we serve at the heart of everything we do. I'm the Assistant Commissioner of the Vocational Rehabilitation Division. That division serves over 15,000 individuals annually. We have over 300 staff, which includes directors of our local offices, regional managers, statewide managers, vocational rehabilitation counselors, placement and employment specialists, counselors for the deaf and hard of hearing, various clerical positions, supervisors. And hopefully I haven't missed anyone. The NextGen initiative, which you'll hear about, has some broad and some interesting staffing positions that we hope will inform VR moving forward in the future, and you'll hear more about that later.   Carol: So just a side note, I wondered, how are you guys faring kind of coming out of the pandemic? Are you seeing an upswing in the number of people that you're serving?   Joan: Absolutely. The numbers are increasing in terms of the numbers being served and also the numbers of individuals who are getting employment. We had a downswing during the pandemic, but now it's moving in the right direction and we're really excited to see that.   Carol: Good, that's good to hear. Been kind of hearing that trend across the country and I'm super happy about that. Well, I know your commissioner, Tony Wolf. I think she's amazing. She's done a lot of very cool things. She comes with a whole interesting background as well. And I know she's been super supportive and I feel like is always on the cutting edge of improving services. Talk about the support you've received from Tony and kind of throughout your agency for this project.   Joan: Her vision is really to modernize our organization, to modernize the Voc rehab divisions, to be relevant to this generation and future generations of individuals with disabilities. So we're all aligning ourselves. I said earlier, she's got much more energy than all of us combined. So we're trying to keep up with her and her ideas and moving forward.   Carol: Very cool. So, Michelle, big picture. Let's break down the grant. What do you propose to do with this grant? And what are you hoping to accomplish?   Michelle: So in this grant cycle we are looking to get 1000 NextGen-ers. So young adults 18 to 30 years old with disabilities into career pathways that are STEM related. We're going to do that in a few different ways, but our goal is to really open their minds to see how they can be successful in STEM careers, help them develop the tools that they're going to need to make the right career decision for them, understand how they can be successful and happy, and really achieve that economic stability that you were talking about and I was talking about earlier. It's an Innovation grant. So we're doing things differently than they've been done in the past. One of the things that we're doing is we have a learning experience that we provide to all of our NextGen-ers, and it's called Self CARES. S

In the studio today is David Leon, Director of Workforce Programs at the Virginia Department for Aging and Rehabilitative Services (DARS), and Kate Kaegi, Project Manager for the DIF. In recognition of Disability Awareness Month, the second podcast of our DIF series includes David and Kate explaining how Virginia's DIF grant was initiated, implemented, and adjusted to best reach their initiatives of placing 750 individuals with disabilities in STEM and healthcare careers, registered apprenticeships, and State, County, and City jobs. Learn about the challenges they navigated and what they recommend when applying for a DIF grant.   Listen Here   Full Transcript:   {Music} David: Don't be afraid to apply for a diff grant. It is an amazing opportunity to infuse energy and enthusiasm into your workforce. It is a chance to stretch, learn new skills, try new programs. You get to see staff flourish and more importantly, get some really cool outcomes for the clients we serve.   Kate: I was a little intimidated with the idea of RSA, but what I have found is this RSA is there to help us. They want us to succeed.   David: You can accomplish some great things.   Speaker1: Manager Minute brought to you by the VRTAC for Quality Management, Conversations powered by VR, one manager at a time, one minute at a time. Here is your host Carol Pankow.   Carol: Well, welcome to the Manager Minute. Joining me in the studio today is David Leon, director for workforce programs at the Virginia Department for Aging and Rehabilitative Services, or DARS, and Kate Kaegi, project manager for the DEP. So David, how are things going at DARS?   David: They are great. We are plugging along, working on our grant. A colleague has a SWITZI grant, so it's been neat to really try a bunch of new things here in Virginia.   Carol: Very cool. So how are you Kate?   Kate: I am doing spectacular. Thank you for having me here today.   Carol: You bet. So, David, you and I had a chance to visit in a podcast on work incentives counseling in April of 22. And just so you know, you were one of my top five downloads. And when I think of Virginia, I always think of you and all the amazing things that have been cooking all the time. You guys always have something in the hopper and this is no different. So I started a series of podcasts focused on the diff grants and career advancement, and you are the second in my series and happened to fall in October with a nod to Disability Employment Awareness Month. So I want to just give our listeners a little snippet again about the diff grant. And so this particular round, the grant activities are geared to support innovative activities aimed at improving the outcomes of individuals with disabilities. And the Career Advancement Initiative model. Demonstrations were funded in federal fiscal year 2021. They were intended to identify and demonstrate practices supported by evidence to assist eligible individuals with disabilities, including previous served participants in employment who reenter the program to do the following. They were looking at advancing in high demand, high quality careers like science, technology, engineering and math, or those Stem careers to enter career pathways in industry driven sectors through pre apprenticeships, registered apprenticeships and industry recognized apprenticeship programs to improve and maximize competitive integrated employment outcomes, economic self-sufficiency, independence and inclusion in society, and to reduce reliance on public benefits like SSI, SSDI, or Temporary Assistance for Needy Families and State or local benefits. Now, I remember reading in the announcement some of that sort of I thought it was disturbing data that provided the base for why RSA picked this particular area and chose to fund it. And they based it on the program year 2019, RSA 911 data. And some of the things that they said were participants that were exiting the program in competitive integrated employment reported a median wage of 12 bucks an hour and working like 30 hours a week. And the top ten most common occupations were reported. They were like stock clerks and they were order fillers, customer service reps, janitors, cleaners. I call it the whole Food, Filth and Flowers. So I know through this initiative they were trying to do more. So let's dig into what you guys have cooking in Virginia. David, tell our listeners a little bit about yourself. How did you get to VR?   David: Thanks, Carol. Started as a job coach years ago. We won't say when. It'll make me feel old, and I worked for a private nonprofit. I then assisted in Virginia, working with individuals, exiting a training center and moving towards community living. From there, I came back to the Richmond area to work for a community service board and again was a job coach and then worked within a sheltered work and day services program before coming to DARS, where I started with the Ticket to Work program and now have that the work incentives and a few grants and the workforce programs.   Carol: You and I have very similar backgrounds. I too was a job coach. I did work in a sheltered workshop for a while as well and all of that. It's always interesting how people find their way to VR. Kate, how about you? Why don't you tell our listeners a little bit about yourself and how you got to VR?   Kate: I kind of fell into this. A lot of times, similar to other people. Unexpectedly, I found out about East Carolina's rehab program and that they had a scholarship for people who wanted to get their master's. And I'm like, Oh, free money. So I jumped into that. Absolutely loved it. I did my internship at the Wilson Workforce and Rehabilitative Center. It was called something or a different title when I started back in the day. As I tell my kids, when dinosaurs roamed the Earth, I was there, started off there as an evaluator and then kind of moved across the state, became a rehab counselor in the field, have done transition counseling, substance abuse counseling, went back to Boca Vale for a little bit, even dipped my toes into the world of job coaching and worked with David for a period of time at the CSV, came back to DARS, worked with the Department for the Blind and Visually Impaired, and also, as an aside, also had joined the military during that timeframe on the reserve side. So I'm out of that at this point. So I have quite an eclectic background. As a supervisor once said that I couldn't make up my mind what I wanted to do, but it was all overall 24 years of work working with individuals with disabilities in a variety of areas. So it really kind of dovetailed well for me to work in the first dif grant that we received prior to this grant where I was a VMA or Virginia Manufacturing Association liaison for our grant. And when we were working on this Phase two grant, it was just pulling from what we've learned previously and growing from there. And so here I am.   Carol: I love it, it positions you really well for the work under this new grant. Very cool. Thanks for sharing that. So, David, why don't you paint us a picture of Virginia DARS How many staff do you have? About how many people are you all serving?   David: Okay, DARS comprises the Division of Rehabilitative Services, the Disability Determination Services, Aging Services. We have roughly 28 to 30 offices around the state and are currently serving just around 18,000 clients. If you include Pre-ETS in those totals.   Carol: that's a bunch., holy cow. I didn't realize you guys were that big.   David: Yeah, and that doesn't include however many cases DDS is handling or our aging or the other units. But that's a little bit about DARS, and I like to say we stretch from the Atlantic Ocean all the way to almost as far west as Detroit. If you go down to Bristol, Virginia, which is technically a little further than Detroit. So lots of types of environments and communities and very unique challenges in different areas.   Carol: Yeah, so you're definitely facing different geographical issues and I'm sure probably even economic differences. You know, if you're talking the coast versus maybe more of a rural area. So I'm sure there's probably some challenges there with even getting providers or how you're providing services.   David: It's interesting. One of the things we've been able to see in, for instance, Southwest Virginia, there is an economic center that's only 16 miles away from an office. But to get there, you go over three mountains and it could take two hours. So are those jobs really accessible to someone without a vehicle? On paper from Richmond, it might look like, why aren't we placing folks in this community out of that office? Well, it's a two hour drive each way, and that's the only way to do it. You mentioned at the beginning those top ten job areas. And one of the things we're really trying to challenge ourselves with now is giving people the information to make an informed decision about a career choice. But if they choose a career that might not look as great, what is the best potential version of that job? What is the job within that sector that actually could become a career? So at the beginning when we were starting to work on this, our agency had been in order of selection for years with categories closed and with the pandemic. That all changed. But the clients we were seeing didn't change and their goals didn't change. I think that's going to be a longer term conversation. But if we can do things to promote the best version of a position. And so I'll just give you one example. And our commissioner, other folks would probably say, why do we have so many folks who want jobs in food service or in this? Because typically they're low paying. Typically there's a lot of turnover. It's hard to become stable. One of the first projects we worked on in this grant was a partnership with a school nutrition program, and we've been able to help a few individuals enter into work in a kitchen at

Joining Carol in the studio today is Sabrina Cunliffe, Disability Innovation Fund (DIF) Grant Manager, with Oregon General. Find out how Oregon General has tackled some challenging cultural issues and is starting to see great results with their strategy for implementing the DIF grant through their Inclusive Career Advancement Program.   Listen Here   Full Transcript:   {Music} Speaker1: Manager Minute brought to you by the VRTAC for Quality Management, Conversations powered by VR, one manager at a time, one minute at a time. Here is your host Carol Pankow.   Carol: Welcome to the Manager Minute. Joining me in the studio today is Sabrina Cunliffe Disability Innovation Fund, Inclusive Career Advancement Program Manager, or DIF grant manager for short with Oregon General. So Sabrina, how are things going in Oregon?   Sabrina: Oh gosh. Oregon has five seasons, fall, winter, spring, summer and fire season. So it is currently fire season. It looks like a little post-apocalyptic nightmare outside right now, but other than that, we're doing really well.   Carol: I'm sorry to hear that, though. There's been a lot of the wildfires this year that have been so devastating.   Sabrina: Absolutely.   Carol: Well, I'm really glad you're here today. And I just want to take a couple of minutes to give our listeners a little bit of background on the Disability Innovation Fund grants. And so in this particular round, grant activities are geared to support innovative activities aimed at improving outcomes of individuals with disabilities and the Career the Advancement Initiative model demonstration. And these were funded in FY 2021 were intended to identify and demonstrate practices that are supported by evidence to assist eligible individuals with disabilities, including previously served VR participants in employment who reenter the program to do kind of four of the following things to advance in high demand, high quality careers like science, technology, engineering and math, or those Stem careers, to enter career pathways in industry driven sectors through pre apprenticeships, registered apprenticeships and industry recognized apprenticeship programs, to improve and maximize their competitive integrated employment outcomes, economic self-sufficiency, independence and inclusion in society, and to reduce the reliance on public benefits like SSI and SSDI and or Temporary Assistance for Needy Families. Now I remember reading the application and kind of the notice and all of that, and there was really actually some disturbing data that provided the base for RSA and why this particular area was chosen to fund. And they were looking at the program year 2019, RSA 911 data, and it said things like this, like approximately 80% of the participants were earning less than 17 bucks an hour. And in fact, participants who exited the program in competitive integrated employment reported a median wage of 12 bucks an hour and median hours at 30 hours a week. And the ten most common occupations that were reported by one third of the participants who exited in CIE were stock clerks and order fillers, customer service reps, janitors, laborers, stack material movers, retail salespersons, cashiers, food prep survey, including fast food production workers and dishwashers. It's that whole food, filth, kind of the flowers thing I used to call it. And I know they probably were focusing on career pathways because RSA had also done a competition back in 2015 and they awarded for career pathways for individuals with Disabilities projects under a demonstration training program. And furthermore, Congress made career pathways a necessary, if not foundational, part of WIOAs workforce reform. And so you put all of this together just to put a little under our belt, I just wanted people to have a little bit of a base. Like, what on earth are they picking and why are they doing this? So let's dig in and learn more about you in the project. So can you tell our listeners a little bit about yourself and what your journey was getting to VR?   Sabrina: Sure, Carol. I started out going to college, majoring in business, working in the corporate world, doing that sort of thing, did that for several years, and then life sort of caught up with me. And I had children and my second child was born with cerebral palsy. And when that happens, it kind of changes your whole view on the world and you start to find out about disability in a way that you never really knew, and you really dig into the systems that exist and see what's available for your people in the world. And what I saw was, you know, the long trajectory of my son's life. And I decided, hey, you know what? I'm going to leave the corporate gig behind. I'm going to go back to graduate school, study disability awareness, study disability services ended up leading to rehab counseling, became a rehab counselor in the state of Oregon in 2009 and then was a branch manager starting in 2013. And then just about a year and a half ago, signed up to take on this innovation grant so that I can maybe change the system from the inside out a little bit was really what happened for me and why VR is so important and critical?   Carol: I love your story because we all come with these different stories and how we got involved in this field and some people fall into it a variety of different ways. But I really like your journey and I think it'll give our listeners a great perspective as they hear you because it's super fun, your passion and and all of that. So can you give us some facts too, about Oregon General? Like how many staff and customers do you have?   Sabrina: Yeah, so we have approximately 275 employees in Oregon that work for Oregon General, and we serve roughly 10,000 customers annually. I would say it used to be a lot more pre-pandemic than it is now or working through that. And we serve customers across 13 individual VR branch offices. So there's 13 branches, 20 offices throughout the state. Oregon has four very distinct economies that are geologically diverse and geographically diverse. We have that Oregon, Portland metro area, and then we have very much rural eastern Oregon and we have the coast and then the southern Willamette Valley and southern Oregon regions. So it's sort of like working in four different states all at the same time in a lot of ways.   Carol: I didn't realize that about Oregon. I was thinking about it. I knew you had some sort of rural nature, but really thinking about those four different distinct areas, that does always pose a big challenge, I'm sure, with both staffing and just as far as getting service provision.   Sabrina: Right, running a statewide program and trying to make it locally based and locally run and locally honored can have its own special challenges for sure.   Carol: Absolutely. So what prompted Oregon General to apply for this grant?   Sabrina: So you may or may not know that Oregon had probably the worst, if not the second worst. We might have been the second worst as far as data in that RSA911 that they based these grants on for measurable skill gains and credential attainment just in the tank, really. And it's something that that we knew that we needed to change for WIOA 2014. And we just never really got with the program in changing the culture of VR to really talk about optimal level of employment and to fully bring post-secondary education into the fold to get those credentials and those Measurable Skill Gains that we needed. And in Oregon, we have this beautiful, robust, existing career pathway system within Oregon's community colleges with hundreds of different career pathways nationally recognized that VR was completely under utilizing. And so what a great opportunity for us to partner with Oregon community colleges and change the culture of Oregon VR, really to see post-secondary education as a gateway to optimal level of employment that we needed to be focusing on.   Carol: Well, the only place to go is up then, from where you were. No. You know, when you start kind of in the basement, you're like, all right...  Well, we're climbing out of it. Good on you. So can you give us a big overview of the project? I know you have these different arms of things you wanted to do.   Sabrina: So ICAP - Inclusive Career Advancement Program is what we named our grant, and it supports a minimum of 500 people with disabilities, including those from marginalized communities. So 45% from black, indigenous, people of color communities in Oregon to help them choose a career pathway of interest, access post-secondary education, participate in that training or the internships in those high demand career fields. Obtain the credentials in their career field that's chosen, and then to also help them gain the employment upon completion of their program and we're doing that through installing a career coach in 16 of the community colleges across Oregon. So in one FTE position at the college, that's the boots on the ground person to be that conduit between the counselor and the community college. And the difference between this mean you might see navigators with Department of Labor or with all sorts of other different programs. But what's different about ICAP is that that career coach is specifically trained around people with disabilities, the specific needs of people with disabilities, really looking at the intersectionality of race and disability, of poverty and disability and all of those things that often people with disabilities don't have success or as much success with those other navigators because very specific disability barriers are lost on them. And so huge emphasis on that. We have four core partners. It's Oregon VR, it's the main grantee, and then we have Portland Community College, which is a Subawardee that manages all of the individual sub grants with each individual community college. And then we have Oregon Commission for the Blind because we wanted the Oregon Commission for

Joining Carol Pankow in the VRTAC-QM studio is Delora Newton, Division Administrator for the Division of Vocational Rehabilitation, Wisconsin Department of Workforce Development, and Kyle Schemenauer, Director of Services, Eligibility and Order of Selection Unit at the Stout Vocational Rehabilitation Institute (SRVI). Delora and Kyle talk about the partnership that reduces the time for eligibility determination while freeing up counselors' work time by outsourcing and streamlining the pre-eligibility work to SRVI.  This partnership has brought an objective and consistent process utilizing a per-customer rate fee. It has been working for Wisconsin VR as applicant rates are soaring, keeping SVRI busier than ever.     Listen Here   Full Transcript:   VRTAC-QM Manager Minute - Maximizing VR Services: Leveraging Resources so Counselors Can Get Back to Counseling - Wisconsin VR- STOUT Partnership   {Music} Speaker1: Manager Minute brought to you by the VRTAC for Quality Management, Conversations powered by VR, one manager at a time, one minute at a time. Here is your host Carol Pankow.   Carol: So welcome to the Manager Minute. Joining me in the studio today is Delora Newton, Division Administrator for the Division of Vocational Rehabilitation, Wisconsin Department of Workforce Development, and Kyle Schemenauer, Director of Services, Eligibility and Order of Selection Unit at the Stout Vocational Rehabilitation Institute. Holy cow. That was a mouthful. So how are things going, Delora?   Delora: Going great. I agree. I thought mine was a mouthful. But Kyle is even more than mine.   Carol: It is. It's kind of funny. How are you doing, Kyle?   Kyle: Doing good. Doing good. Easy. We could abbreviate to Director of services. How about that?   Carol: I like giving you the full shebang. The full glorious title. So I want to give our listeners a little bit of context. Wisconsin had embarked on a project to free up counselor time. It was way back in 2015, and the premise was to have SVRI program at Stout handle the applications and gather that pre eligibility information that is packaged up, passed to the Wisconsin VR counselors for making the eligibility determination. And Delora's staff have discussed this at previous conferences, but we are all well aware of the seismic shift in leadership across the country over this past decade. And I mean, I know I thought, Delora, I think you did too. We thought, oh, everybody already knows this, but there actually is a whole new group of leaders who have never heard of this idea. And I actually think people are really at a different place in being open to new ideas and ways of operating post pandemic. I feel like folks thought and I know I did when I was sitting in the audience, Oh, that's a cool idea. But I really didn't know how I would pursue that or how it would apply when I was working at Minnesota Blind. And so given that State of VR today, I think it's timely to bring up all the options that could be available for states to pursue when it comes to leveraging resources to make VR services happen. The other thing that's really cool about your project is that it's kind of withstood the test of time. So let's dig in. So Delora, can you tell us a little bit about yourself and how long you've been with the agency and how many staff and consumers that you serve?   Delora: Yeah. Thanks. I have maybe a unique story for being a VR director. I came to VR in a roundabout way. I am not or have I ever been a licensed counselor in Wisconsin. Division administrators were political appointees, and so before coming to VR, I had served elected officials in the state capital for almost ten years. I also have several years of experience working for various businesses and business related nonprofits. So I actually started working for the Department of Workforce Development. That's who VR is aligned with in Wisconsin. So I started working for the Department of Workforce Development in July of 2014, and then I was actually hired as the administrator for the Division of Workers Compensation in August of 2015. So the Secretary's office in the Department of Workforce Development was very pleased with what I was doing there in workers comp, and there was an opening for a director in VR. And so they asked me if I would make the move. So I did. And since that time I've used my knowledge of the state's law making and budgeting processes, my management skills, my understanding of small business needs to lead Wisconsin VR along very several very talented managers. I am so blessed to have them. They have the counseling degrees and the historical knowledge of the federal regulations that I lack. So I've learned a lot along the way and I feel blessed to work with such a great team who positively change lives every day. And you asked about how many people we have. We have about 335 staff if we are full up. So we're located in 42 offices around the state so that we're close by where our consumers are. And counselors can also travel to where the consumers are. They don't have to come to the office. And a lot of things are being done virtually these days as well. And we were serving with open cases, about 16,500 consumers each year..   Carol: Wow! You know, I didn't know that background about you, Delora. That explains a lot because I always think you've had this super practical approach. You're very, you know, even keel and the way you've talked about kind of things you've implemented in Wisconsin, I think that serves you well. You bringing that background and having some of that other expertise in the regs and the different things, and then pairing it with your Meredith and all your other, you know, great folks there. Gosh, that's a great team. Good to know. So, Kyle, why don't you tell us a little bit about yourself and your role with the SVRI Stout group?   Kyle: Yeah. So I come in, I'd be just shy of seven years now that I've been in my role here at. SVRI. And prior to that a couple of years in higher ed and disability services and then about six years or so in the VR world, in a local agency here that provided VR services. So as a service provider to Wisconsin. So all in all, I've been working with Wisconsin VR for almost 15 years and the service provider end of things. Yeah. And you know, kind of like Delora mentioned, I have a different path that kind of took a long path and have never been a VR counselor or anything like that, but have been in supervisory and director roles basically my whole professional career. Yeah. And that's got me here today, I guess.   Carol: Very cool. Well, and a little fact about me. I was not a VR counselor either, so I think a lot of us came into VR from a variety of different ways, but it's all good. So Delora let's go back to 2015. You came on board with Wisconsin VR and when you arrived, I know there was this confluence of things that had happened. Set the stage for us a little bit on what was going on that caused your staff to create this idea, and then you came into the picture and you helped them to implement it.   Delora: Yeah, well, again, it goes back to being a talented team. They're very innovative and creative and trying to come up with, you know, different ways to address issues. So they started this work before me. So when the law was when WIOA was signed into law in July of 2014 and, you know, they were looking at all the new things that VR was going to have to do. They were like, Wow, we need to try to find a way to address the additional administrative workload requirement for staff so that they can be able to prioritize their time to actually serving active consumers. So at that time, it was estimated that the VR counselors were spending up to 20% of their time processing applications. I mean, that's a lot, a lot that included getting consent forms signed and gathering the records that were needed to be determine eligibility. You know, things like the medical educational records. Et cetera. And then going back and forth with the consumers in communication or the applicants, actually, they would be applicants at that time. Also, at the same time, Wisconsin's Legislative audit bureau had done a report, and that report showed that eligibility outcomes were lower than anyone would like and that they were taking longer than people wanted them to. And then in addition, those eligibility determinations across the state were inconsistent. And what that means is, you know, we have 11 different workforce development areas. I told you we have 42 offices. And so depending on where you were in the state, you might have been using a little bit different of a process. So we thought or my staff at the time thought that development of a more objective and streamlined eligibility review process could really help address those issues. So DVR managers reviewed the law and they were like, Huh, Could we outsource the administrative elements of the eligibility process? So they talked to RSA. We're very good about talking to RSA up front before we do a big new initiative that saved us quite a bit. So they talked to RSA to make sure that outsourcing was allowable and RSA confirmed it was possible as long as the rehab counselors that were employed by the state agency reviewed the eligibility recommendation provided by the contracted entity or and that those counselors remained responsible for making the official eligibility determination. So knew that UW Stout and would be a perfect partner for the project. We have had a long standing history of collaboration with them and both UW Stout and SVRI are public entities operating in different roles, but with a common goal of increasing quality employment outcomes for individuals with disabilities. SVRI operates as a nonprofit within the university and can serve as an innovation incubator to pilot new ideas and approaches that can then be expanded or replicated.   Carol: I love that, you know your team, they're smart. I always look to Wisco

Dr. Jim Herbert, Professor of Counselor Education and Rehabilitation and Human Services at Penn State, is back in the studio today. In this second part of a two-part series, Jim discusses the retention challenges identified in his study- Recruitment and Retention of State Vocational Rehabilitation Counselors: A Mixed Methods Analysis.   Please listen in as Carol and Jim continue to unpack this study and have a frank discussion about the significant challenges and possible solutions you can apply to your situation.   Be sure to check out the Recruitment side of the study by Dr. Jim Herbert in the previous episode of Manager Minute.   Listen Here   Full Transcript:   {Music} Speaker1: Manager Minute brought to you by the VRTAC for Quality Management, Conversations powered by VR, one manager at a time, one minute at a time. Here is your host Carol Pankow.   Carol: Well, welcome to the Manager Minute. Joining me back in the studio today is Dr. Jim Herbert, professor of counselor, education and Rehabilitation and Human services at Penn State. Now we're going to discuss the second part of his study, recruitment and retention of state vocational rehabilitation counselors, a mixed methods analysis. And I'm super happy to have you back with me today. Jim, how's it going?   Jim: It's going well and I'm excited to be with you this morning with the podcast and appreciate the opportunity to kind of build on some of the information that we talked about in the earlier one.   Carol: Absolutely. I'm super excited. And for our listeners out there that did not get to listen to the first part of this podcast in June. Please do go back and look in the archives and you can listen to that so you get the full picture because Jim really painted a great foundational piece on the study that he had done, and we focused on one half of his work. And now today we're going to focus on the other half because there's a lot of really good information to unpack. So as I had said, you know, this is a second part of our two part conversation. We're going to focus on the retention aspects of your study today. And just to set the stage for our listeners again who maybe did not listen last month. I first met you through the CSAVR Operations and Personnel Committee, and I used to co-chair the old HRD committee that was evolved into the new Operations and Personnel Committee. But I did that with Cynthia Speight, and I continued to participate after I entered into this TA world. And Cynthia and I had been interested in this recruitment retention topic going back at least eight years. We were doing some different surveys with our states to see what was happening, and we just saw this shrinkage of people entering the field, the reduction in universities offering a master's in rehab counseling and knew back then even like we've got to do something. So I was really pleased to see your work and you had come to the committee to collaborate on this study that you were doing that was supported in part by the National Institute on Disability, Independent Living and Rehab Research, which is NIDILRR. And in the executive summary, you noted there had been this consistent shortage of qualified rehab counselors employed by the state federal VR program for several decades. I guess you know, some of us were thinking, Gosh, this has really been like the last ten years. Uh, this is actually been going on for a while. But the Covid 19 pandemic, I think, exacerbated the shortage. And so today we're going to look at this again, the retention aspects of your study. So let's dig in. And I do want to go over a few things in case our listeners, you know, didn't have a chance to hear you last time. So, Jim, can you just tell them again a little bit about yourself and how long you've been in academia and how did you get there?   Jim: Okay, so I'm an old guy. I've been here, as I kind of explained in the first podcast, I'll just kind of abbreviate. Yeah, I've been an academic for about 37 years and prior to that I worked as a work adjustment counselor and job placement specialist research specialist. So I've been around and as I explained in the initial podcast, like many of you, I became interested in rehabilitation as a result of having a family member with a disability and then started doing some volunteer work. Absolutely loved the field and I loved doing Voc Rehab because I could see kind of the difference that that you can make and you can impact on improving the quality of life for people with disabilities. So if you want to read more about my background, you have nothing to do and you have trouble sleeping at night. You can just look me up at the Penn State and within two minutes I'm sure you'll be falling asleep after reading my bio. So that's the deal.   Carol: I love it. I love it. So many of us did that, though. We kind of fell into it. I fell into it with my mom used to be the volunteer corridor coordinator at the state hospital in Faribault where I grew up. So she used to bring me up to the Pink Ladies canteen where they had donuts and treats and things that the residents of the campus could come in. And I remember being five and on campus and working with all these people with developmental disabilities and other disabilities and just got super interested in the work kind of through her and having people over to our house for Thanksgiving and Christmases and different holidays. It was super fun and I just grew up in that. And so that is the same case with many of our listeners, I'm sure. So last month we talked about the first part of your study. Today we're going to get into the retention aspect. So let's talk about the retention challenges that you identified in the study. So what are those top challenges VR is facing?   Jim: Yeah, so part of our study, what we did, the first part, we basically interviewed state directors. We had them complete an online survey, but then we did about 20 interviews to sort of unpack. A little bit more. And basically we identified and I'm not sure to be frank, if this part is going to be new information for your readers or for the listeners. But it sets up what I want to talk about how do we address these problems of retention? So when we look at why are counselors leaving? Okay, well, the first thing I'm sure your listeners like no surprise on this one. Low salaries, big number one problem graduates coming out of programs now realize and also people are currently working in the field realizing I think in essence kind of the power really that they have. And I think this is sort of a nationwide thing. People are starting to realize, I've got choice, I have options and I want to exercise those. And so we've got to understand that and be receptive to that. So low salaries and we'll talk about, well, what can we do about that aspect? But just for introductory purposes, that's a big, big reason we're losing people to the Veterans Administration. We're losing them to community mental health programs, we're losing them to universities and colleges such as like the disability support services or even sometimes a career placement services. I know former alum from our program here at Penn State who've been in the state system for a long time and left to work at university settings such as disability services or career development. You know, the issue with that is, of course, when you think about the investment with the RSA training program coupled with the two years post-graduation that they have to use for the payback, well, that's a tremendous amount of investment that we've made in unfortunately we're losing them because after they do their two year payback, they're saying there's some other opportunities. Another big problem, and this is particularly true, I think, of the newer graduates, one of the things we know from research is that many counselors, what they do not enjoy is the amount of paperwork process information that's involved with the job data entry, documentation that's involved with that. And I've heard a number of students will say, I didn't get a master's degree in counseling to sit in front of a computer and enter data. I recognize that's a part of the job, I recognize there's information that needs to be recorded. But for the Gen Z and the millennials in particular, they want to work with clients directly. They want to have that client contact. They enjoy working with people. That's a lot different from interacting on a screen or processing paperwork in that way. So while data management, that's a critical part of the job, we've got to think of some other ways of how can we work with particularly the graduate trained personnel, more efficiently and more effectively in a way that benefits the whole mission of the program? That's a big reason why people are leaving. Another problem kind of related to that caseloads. And while it's different, I think with specialized caseloads such as people who work with persons who are visual impairments, vision loss, blindness, hearing deafness, while their caseloads are lower counselors with general caseloads, it's not unheard to have caseloads of around 200. I mean, that's. So how do you develop an effective working relationship when you have to interact with 200 people? The answer is you can't or it's difficult. So I mentioned these three problems because I think it provides a context for what are we going to do about that? How do we address those kinds of things that are underlying? So that's what we're going to be kind of diving into today.   Carol: Yeah, I agree. I appreciate you setting that backdrop because those are all things as I was reading the study, I'm like, Oh, absolutely. And I keep thinking if folks are continuing to be organized the way they were pre-wioa as far as staffing and structure and roles and responsibilities, man, you really need to rethink that because there are opportunities and I think we'll get into this. There's a lot of cool stuff folks can be looking a

Dr. Jim Herbert, Professor of Counselor Education and Rehabilitation and Human Services at Penn State, joins us in the studio today. In this first part of a two-part series, Jim discusses the recruitment challenges identified in his study- Recruitment and Retention of State Vocational Rehabilitation Counselors: A Mixed Methods Analysis.   Please listen in as Carol and Jim unpack this study and discuss the four significant challenges and possible solutions you can apply to your situation.   Stay tuned as the focus shifts to the retention side of the study by Dr. Jim Herbert in the next episode of Manager Minute.   Listen Here   Full Transcript:   Music} Speaker1: Manager Minute brought to you by the VRTAC for Quality Management, Conversations powered by VR, one manager at a time, one minute at a time. Here is your host Carol Pankow.   Carol: Well, welcome to the Manager Minute Doctor Jim Herbert, Professor of Counselor, Education and Rehabilitation and Human Services at Penn State, is joining me in the studio today to discuss his recently released study, Recruitment and Retention of State Vocational Rehabilitation Counselors, A Mixed Methods Analysis. I am so happy to have you here today. How are things going in Pennsylvania?   Jim: Well, first off, I'm happy to be had and things are going very well in Pennsylvania. It's a beautiful summer day and the nice thing is that many academician might appreciate it. While we love students, summer session, they're not here, which means you can get parking spaces downtown, lots of restaurants. You don't have to wait a long time to get in. So it's a good time and good place to be in State College, Pennsylvania.   Carol: Oh, that's awesome. Say, are you getting any of that wildfire smoke from Canada?   Jim: You know, it's funny you say that because we just got an alert that indicated like over the next couple of days, Yeah, it's going to be coming this way.   Carol: Yeah, we definitely got hit with it the last two days. And I saw it moving off to the East Coast, looked like the apocalypse here. It was very, very weird. So to set the stage for our listeners, I first met you through the CSVAR Operations and Personnel Committee, and I used to co-chair the old version of that committee. It was called The old HRD with Cynthia Speight, and I continued to participate in it when I entered the TA world. And so back in the day, Cynthia and I were super interested in recruitment, retention issues of counselors. And I'm talking like, this is probably like eight years ago now. And we had done several surveys with state agencies to kind of gauge where they were at with getting new counselors. And we kept seeing this shrinkage of people entering the field and the reduction in universities offering a master's in rehab counseling. And then you came to that committee to collaborate on a study you were doing that was partly supported by the National Institute on Disability, Independent Living and Rehab Research or NIDILRR,   Jim: right.   Carol: And so in the executive summary, you noted that there had been a consistent shortage of qualified rehab counselors employed by the state federal VR program for actually several decades. I mean, we're kind of thinking this is a new deal. And it's like this has been going on for quite some time and the Covid 19 pandemic really exacerbated the shortage. And you were also looking at the funding RSA provided to graduate programs that encouraged individuals to work and to be in VR. And you wanted to see like what happened after that two year kind of payback phase. And really, I found that interesting, that the funding had been provided for 65 years, but there had been no formal study about the scholars continuing their employment with VR after that period of time. So your study primarily examined recruitment, retention, concerns of the state vocational rehab agencies, and you identified strategies to address those. And in addition, you looked to see if there was a mechanism to track that long term employment outcome of the former RSA scholars working for the state VR program. So we're going to do this in two parts because you have a lot of stuff you did, and I think our listeners will kill us if we're going to do a two hour podcast. So we're not everybody just stay buckled in. We're going to tackle in two parts. And Jim and I are going to talk today about the retention side of the project. And then next month we are going to talk about the recruitment part of this. So, all right, enough background. Let's dig in. So, Jim, can you tell our listeners a little bit about yourself, like how long you've been in academia? How did you get there?   Jim: How did I get here? Well, I've been an Academician here at Penn State for 37 years. And where did the time go in terms of kind of how I got here? Probably like a lot of your audience, when you think about people that work in the rehab field, a lot of times you get in the rehab field because they have either personal experience with disability or a family member. And that's exactly what happened to me. I had a brother who had Down syndrome, and so I got interested and did volunteer work on high school and in college. And I loved working with people with developmental disabilities. That's how I got interested in rehab. And then during my, you know, college, I knew I wanted to work with people. But a lot of times, you know, when we teach career development, we kind of make it sound like it's this very logical process that you, you know, pluses and minuses and I going to do this. And yet we fail to acknowledge there's a lot of things by fate that impact on your career choice. You just happen to be in this office who you just happened to say something who happened to know somebody else who happened to have this job. So when I look back at my own career, one of the things I tell my students is that, yeah, you can plan and you want to be in a position to have opportunities. To come, but there's a lot of things you can't control and there's a lot of things that just sort of happen, if you will. Some might say by divine providence. I don't know if that's the case. But anyway, there's a lot of things that you can't plan. So in my own career, how I got that was sort of a combination of just fate happen to be in this place at this time. And then obviously preparation in terms of formal education and experience. But yeah, it's gone by fast.   Carol: I love that when you said 37 years, we probably have some listeners out there going, I'm not even 37 years old right now. And I was thinking this year I just had my 37th anniversary. And so you and I have been around for a little bit more than a minute. I think that's cool. But I love that that you said by fate, I think a lot of us have fallen into our career trajectory truly by fate in whatever kind of circumstance. Like you said, you came into it at the time. So what went into approaching this study and kind of how long have you been at this?   Jim: Yeah, it's funny. As far as doing this study, how I kind of got interested in it was I mean, I've been a project director for many RSA training grants throughout that time period. There's a lot of investment that you make and help students become rehab counselors and Penn State I think like many universities, we have a strong commitment to the state VR program. You know, I've always said that I feel that State VR people, you should have the best trained people to address the difficult needs and complex needs of people with disabilities have. So there's a lot of investment that's made. And then also, as you know, after they graduate and they get supported through RSA traineeship, they'll typically work for every one year of support, two years of full time employment. So if they work for a state agency, there's a lot of investment the agency makes. You'll often hear it takes 2 to 3 years before you just kind of feel like, I know this job. So when you combine that, you see the amount of financial investment and professional investment that educators and practitioners make. And so over the years when I've had a chance to meet with a number of our former alumni and what are you doing? And one of the things I notice is some of them would be working for a state agency, and then after a couple of years, they do their two year payback and said, I'm out of here. It's like, man, you know, what's going on? What's happening here? What are we doing? And what I came to learn talking with other educators across the country is it's not something I think, wow, is this something just unique to us? Maybe we're doing something wrong here. Maybe we need to do a better job, which of course, we could always do. But what I learned anecdotally was that, no, this seems to be kind of a nationwide problem. So you had that on top of I was interested. So what research has been done to look at the long term effectiveness of the RSA training program? And what I learned was I could not find any study throughout that whole history. I thought that was kind of interesting because I know we followed in the first two years, but after the payback period, that's it. So that started a pilot project that I had done. So I was just interested what happened with the people that came through Penn State, received the RSA Scholarship and worked. And what I learned from that pilot study, even though the data was a small sample size, I learned when we look at the percentage of people who are at the agency versus those that worked at Non State VR, I learned that it was significantly higher. The rate of people who are intending to leave the state VR. So that kind of rang some bells for me. And from there, with that pilot data, we then decided to undertake this three year study to investigate what's going on and more maybe not necessarily more importantly, but just as importantly, what can we do about it? So we are just finishing our second year of data and today and next month, we'll talk

Kristen Mackey, Administrator of Arizona Department of Economic Security- Rehabilitation Services Administration; Jacy Wilmes, Managing Analyst Financial Services Administrative Team supporting the Division of Employment and Rehabilitation Services, and Morgan Harmon, Senior Financial Analyst, for the Finance and Business Operations Administration, joined Carol Pankow in the VRTAC-QM Studio. Kristen, Jacy, and Morgan explain how they have navigated and managed the fiscal support services consolidation at Arizona VR. Learn about the solutions and lessons learned that make Arizona's synergistic approach work for everyone.   Listen Here   Full Transcript   VRTAC-QM Manager Minute: How to Survive a Move in VR support services and Come Up with a Solution that Works for Everyone- Arizona VR   Music} Speaker1: Manager Minute brought to you by the VRTAC for Quality Management, Conversations powered by VR, one manager at a time, one minute at a time. Here is your host Carol Pankow.   Carol: Welcome to the Manager Minute. Kristen Mackey, Administrator Arizona Department of Economic Security- Rehabilitation Services Administration, Jacy Wilmes Managing Analyst Financial Services Administrative Team supporting the Division of Employment and rehabilitation services, and Morgan Harmon, Senior Financial Analyst, for the Finance and Business Operations administration are joining me in the studio today. Holy cow, I can barely say all of that, big crowd. So thanks for being here. Kristen, how are things going in Arizona?   Kristen: It's going well. We are settling into a routine of hybrid services and just getting to be really nice time of year here in Arizona. The weather's beautiful.   Carol: Well, you go, girl. I wish it would have been nice when we were there in January. It was not. It was raining. I'm like, What happened?. And Jacy, how are you doing?   Jacy: I'm doing great. Have a baby on the way right in the middle of July. So, you know, perfect time to have a baby in Arizona when it's 120 degree weather.   Carol: Oh, wow. Well, congrats on that. That's pretty cool. And Morgan, I got to see you out at CSAVR. How are things going?   Morgan: Yeah, it was great being out there. Great seeing everybody. Things are going well from my end. Got some vacations planned that I'm really looking forward to.   Carol: Excellent. Excellent. Well, thanks for being here today, guys. Really appreciate it. Kristen, you were actually on my very first podcast back in May of 2021, talking about how VR is going to look post-pandemic. That cracks me up because it seems like a decade ago and so much has changed since then.  For our listeners, our fiscal team at the VRTAC-QM have been working with Arizona combined under an intensive agreement, and we've gotten to know Kristen and her team so much better and are also working with both the DSA fiscal staff and the Division Administration fiscal staff. It is a really complicated setup, but we're going to get to that in a minute. So coming off the recent CSAVR conference, I thought it was really fitting to talk about how to survive a move in support services and come up with a solution that works for everyone. And I was talking with so many different VR agencies and folks are struggling with this movement of support services. I'm talking about, you know, moving your fiscal team, your HR, your IT from under the VR purview into more of a shared services model or up at the DSA level or sometimes even a move where it's going to a statewide entity.   Carol: And that is really common with IT. Now, you can't stop the DSA from consolidating services since it's happening everywhere. So let's figure out how we can work through this to make it work for VR. So when we were on site with Kristen back in January, we saw how this consolidation was working firsthand and we got to meet some pretty terrific people that are very committed to learning and understanding the VR nuanced pieces of the work. And so I wanted to break this story of what happened in Arizona. And I think you all can be of help to some other states. Now, I need to make one more disclaimer. No state has a perfect system and everybody struggles still, but they have really taken a great approach in Arizona to get this into a workable situation for all. So let's dig in. So Kristen, kick us off with a little information about Arizona VR. Like how many staff do you have, How many customers and how long have you been with the agency?   Kristen: Thanks, Carol. Arizona is a combined VR unit, and we have about 326 staff members right now that are just in the VR world. And then we have our support services that also help manage the madness as we say. We serve just under 11,000 clients right now. Our numbers are slowly starting to trickle back up, but we're still about 30% less than we were prior to the pandemic. I have been with the agency for 15 years. I started as a brand newbie transition counselor and had worked my way up and was in the policy unit when WIOA came into fruition. So that was a great place to be at that time and then moved on into the administrator role a couple years after that.   Carol: Well, it positions you very well being in that role with WIOA coming into play for sure. So Jacy, why don't you tell our listeners a little bit about your background and current role?   Jacy: Yeah, I graduated from Iowa State with a degree in finance back in May 2020, right when the pandemic hit is when I graduated. This was my very first job out of college, and I started off and I was actually supposed to be the WIOA and Employment Administration analyst, but we had someone leave and I got swung into the RSA role. There was a lot of learning. So I was a financial analyst fresh out of college, really just got thrown into this position a ton of learning for about a year and two months on that program. Got it in a pretty decent spot and in the Financial Services Administration world and then got switched over to the unemployment insurance program. So I became a senior financial analyst over there. I worked on that program for about 9 to 10 months and think for everyone in RSA, just be glad you're not in UI. So yeah, and then I took over the management analyst position on the team, which is kind of just the workflow manager for the team. So we have a supervisor who's a senior managing analyst and then I'm right under him, so I just manage all the workload on the team. I review all the Fed reports. I review everyone's documents. I kind of get the whole team in the same groove with our actual workload.   Carol: I like it. I like that you used groove. You can tell you're all in a good groove for sure. Appreciate that. How about Morgan, Over to you. The same question.   Morgan: I graduated from ASU, got my degree in economics, and right after graduating I went the personal finance route where I started off as a broker for Charles Schwab, got my series licenses, talked with clients, place trades all day. I enjoyed it. But I had a friend who worked for the state's Department of Economic Security, actually over UI who would reach out to me like every few months is like, Hey, you should come work with me. And so about a year and a half ago, I took the leap. I left my job with Charles Schwab and came to work on public finance for the government. And I really haven't looked back since. I've really enjoyed my time here. I enjoy the people that I've been working with currently on a financial planning and analysis team with a great group of people. But being placed over RSA has definitely come with its challenges. It feels like the previous analysts in my role have all found pieces of a puzzle that they've been putting together and then when they leave, it's like they move that puzzle and things are still somewhat in place, but other pieces have moved and then it's just trying to put it all together. And I've enjoyed that challenge. I've enjoyed learning the program. And yeah, we've got a great group of people here.   Carol: Yeah, very cool. We saw that when we were down in January. That's why I just thought, I've got to talk to this group because you guys really have a unique setup and I think it will be important for other people to hear about that. So, Kristen, why don't you talk to us about the overall structure of the organization, like the DSA you live under, what services are under the big DSA and kind of that how this all lines up?   Kristen: Yeah, The Department of Economic Security is one of the largest agencies in state government. We serve more than 2 million clients every year, more than 40 programs to address all of the social and economic needs of those that we serve. DES is employees. We really have more than 8000 employees across the state. So we're a ginormous state agency. Seven program divisions such as adult Protective services, child Support services, developmental disabilities, and then our division, which is employment and rehab services, all of the DOL programs are also within our division. And so we work closely with the WOTC and UI and our local workforce development areas. All of that is under our division. So we are one of the largest divisions within the department as well. Then there's six operational divisions that help keep the lights on and everything that happens to, you know, keep the programs moving. Yeah, as Sarah would say, it's a big dot deal.   Carol: It is a big dot deal. That is a big group. And as Jesse said, we can all be happy we're not in UI.   Kristen: So yeah, we see that firsthand every day being part of our division, the UI madness.   Carol: Oh yeah, absolutely. So, Kristen, when did the change occur for you with this movement of the fiscal team from under your direct purview? Kind of describe what happened at that time.   Kristen: Yeah. You know, the department had been doing some of the shifts and kind of had you had talked about, you know, IT training. What are those services that support the divisions but kind of do

Scott Dennis, Assistant Superintendent of the Maryland Division of Rehabilitative Services (DORS), joins Carol Pankow in the VRTAC-QM Studio and tells us about how Maryland DORS increased recruitment and decreased resignations by raising salaries to compete in the regional job market. Learn how they opened the door and proved the case.   Listen Here   Full Transcript:   Music} Speaker1: Manager Minute brought to you by the VRTAC for Quality Management, Conversations powered by VR, one manager at a time, one minute at a time. Here is your host Carol Pankow.   Carol: Well, welcome to the Manager Minute. Scott Dennis, assistant superintendent of the Maryland Division of Rehabilitative Services or DORS, is joining me in the studio today. So thanks for joining me. How are things going in Maryland, Scott.   Scott: Things are going well, Carol. I appreciate the opportunity to join today's podcast. Excellent.   Carol: So a little background for our listeners. I did have some familiarity with Maryland DORS. I had worked with Sue Page. She was the former director and a national level. We were on the executive committee together and Sue and I also did a couple panel presentations and that was super fun. And I was so disappointed, you know, when she had retired in '18, I had just worked with her. And then like the next week she goes, I'm retiring. She had sent me a note and I knew you had been her deputy and I think you were named right in 2019 to replace her, was that right?   Scott: Yeah. I came into this position an acting role in 2018. Sue left in June of 2018 and I was named, the Acting. Was permanently placed into the position in January of 2019.   Carol: Gotcha.   Scott: Almost five years now.   Carol: Nice. Well, it was really fun because early in '19 you and I, we were working on that RSA workgroup around Rethinking Performance. So I liked getting to know you and realizing, Oh, you're the fiscal guy too. You were the fiscal guy for the agency. So it's been fun to have that kind of a little lens into your agency. So I know you've had some unique challenges that we're going to get into later. And I understand that there had been some previous runs at trying to get employee wages increased, which, you know, had failed. So this was all prior to you being at the helm. And the state of the recruitment and retention issue nationally has been front and center for every VR agency, I think. And you were able to more recently secure a rather significant employee pay increase. So I am sure our listeners are on the edge of their seats and are anxious to hear, How did you make that happen? So let's dig in. So Scott, can you tell our listeners a little bit about yourself, like how long you've been with DORS and how have you got to the position you hold today? What's kind of the path you took?   Scott: Well, sure. I kind of happened into VR. I was working in a private sector in retail and was looking to do something different than that. And as anybody who's ever worked in retail, there's a lot of long hours that are very odd and so forth. So I was looking to do something different and happened to come across an advertisement in the paper for a director for this program called the Business Enterprise Program for the Blind.   Carol: Oh, wow.   Scott: It kind of struck me. And so I said, Well, I've got a retail background, I've got a business background, let me get my shot at it. And so I put in my application and went through the interview process. And about four months later in 1990, I became the director of the Maryland Business Enterprise Program for the Blind, which was kind of unique because my background was not in the area of either VR or in blindness, but I did bring that business background, which is what the agency at the time was looking for. It was a great experience. The business enterprise programs for the blind bring their own unique challenges and so forth, and trying to operate a business environment inside of a state government. And you've got some real challenges in trying to do stuff fast and an organization is trying to slow you down. But it was a great experience. I was the director for BEP for six years and then our state director, who was Bob Burns at the time, said, I need some help over at DDS. And I went, What's a DDS? Because my focus had been strictly on BEP. And so he sent me over to the Disability Determination Services as the assistant director over there, and I oversaw sort of the administrative side of the DDS and did a number of activities over there. We moved into a much larger facility. We also at that time moved off a state legacy system onto *Levi. And for any of those who have been around a long time and have a program, you understand how far back that went. After about five years of DDS, moved over, back over here to the side of the shop and became the director of business services, which included all the administrative functions of the agency and sort of the financial piece of it. And so I was that until 2018 when I became the assistant state superintendent.   Carol: Very cool. I had no clue. Your days started with BEP. That is amazing. Good for you. You have a definitely a great broad history there. Paint a picture for our listeners about DORS and what agency you live under. What's your designated state agency and how many staff do you have in VR? And you already said you had DDS, but is that service under your purview as well?   Scott: Yeah, we're  housed within the Maryland State Department of Education. We're probably one of the first big divisions of the Maryland State Department of. We were created in 1929 and we at that time the division had two employees and a budget of $15,000. And the only reason I know any of this is because we've got the enacting legislation sitting out in the hall. We had two employees and $15,000 worth of state appropriation at the time. And of the two employees, one was the director of the agency and the other one was his secretary. He was also the counselor at the time as well. So obviously but we've been here ever since. The Division of Rehabilitation Services is comprised of two main programs that we operate are the VR program, obviously, as well as the program. In total, we've got 648 employees in total, of which 416 of them reside in the VR program and the remaining 232 reside in the DDS program. Within that VR program operates an Office of Field Services, which is very much operated the way the general agencies operate and then we have an Office of Blindness and Vision Services, which operate very much as a blind agency. And so we have a director of each one of those offices. They have their own budget and own staff and so forth. Then we also operate our Workforce and Technology center, which does a lot of our training and so forth, as well as a number of community based services out in the field and so forth. So yeah.   Carol: Yeah, you have a large operation. Holy cow. I didn't realize all of that. That's a bunch.   Carol: So let's talk about your unique position as far as the state. You border other states, as does every state. You know, people probably think duh, but there's something special about where your state is positioned in this country, because I always hear people say that you're the training ground for people that move to RSA. Can you talk about like what that geographical situation has played for you as far as your staff?   Scott: Yeah, and appreciate that. It does provide a unique situation for us. We border Delaware, Pennsylvania, Virginia and West Virginia as well as D.C. We do have some challenges, especially when we're competing with the federal government. And so because of the federal agencies that are housed here, it has become a real challenge because obviously the states don't pay as much as the federal government does, in particular around the Washington, D.C. area. The salaries are much higher than what we as an agency was able to offer. I mean, in some cases we'd have staff leave and they would nearly double their salaries as a result of that. In some cases, you just can't blame them. It has been a challenge having some of that federal government around, you know, as especially the presence of it, you know, large presence and so forth.   Carol: So we all know about this great resignation, you know, that's been talked about in the news. VRs experienced that itself. So how has that impacted what was happening in your agency? What were you facing for vacancy?   Scott: We were facing a high level of resignation. It was almost I hate coming in in the morning and turning on my computer and opening my email to see how many people resigned that particular day or week. And so we got hit pretty hard. We had about 40 counselors and supervisors, so it was about 30% of our workforce. We had vacancies in and that's on the VR side, on the side. You know, for those agencies that operate that, we had 59 vacancies and our examiners, which was about 45% of that. And, you know, the big culprit was they were going elsewhere, both private and public, to organizations that were paying them substantially more money than what we could afford, at least at the time. It hit us bad.   Carol: Well, I know your number's up there. I'd heard from some other directors talking about you like a 60% turnover in counselors and all these crazy numbers. It's hard to imagine how the work is able to get done. So obviously, you've got this geographic situation, you've got the great resignation going on, and you decided to embark on a journey where you wanted to get these wages increased. Can you tell us more about what went into that?   Scott: It was more than just me. I mean, it was a total agency effort. And I'm talking about from the top. In 2021, we got a new state superintendent who was from Texas. And so he was obviously very new, very young and high energy. And so being one of the large divisions and he wanted to have a one on one with me. And so we sat dow

Joining Carol Pankow in the studio today are Cody Dixon, Director of Operations SARAWorks, and Susan Baker, Program Coordinator II, Alaska VR. SARA provides a solution to VR programs with a client engagement and communications system that automatically gathers needed information at the right time from consumers and providers without staff intervention. SARA uses artificial intelligence (AI) and natural language processing and complements CMS functionality. Alaska VR has been an early adapter from SARA's first introduction. Susan tells us how Alaska VR utilizes SARA daily, and Cody brings us up to date with all the latest integrations and new states coming on board with SARA.   Listen Here   Full Transcript   SARA: Technology Solutions States Have Proven to Work -Alaska VR and SARA   {Music} Speaker1: Manager Minute brought to you by the VRTAC for Quality Management, Conversations powered by VR, one manager at a time, one minute at a time. Here is your host Carol Pankow.   Carol: Well, welcome to the Manager Minute. Joining me in the studio today are Cody Dixon, Director of Operations, SARAWorks, and Susan Baker, Program Coordinator II, Alaska VR. Thanks for joining me today, you guys. So, Cody, how are things going in the world of SARA?   Cody: Good. We've been extremely busy. We've got a number of new states that are coming on board that we're working with and a number of new features that we're rolling out. So really excited to be here with you today.   Carol: Glad to hear that. So, Susan, how are things going for you in Alaska?   Susan: Well, it's pretty good up here in sunny Alaska. Just kidding. It's about 15 degrees. We still love SARA. We're actually getting an upgrade this weekend that we're really looking forward to. Things are going great.   Carol: Awesome to hear that. Well, I'm in Minnesota, so I can empathize with the Alaska climate. Had some interesting winter weather this year for sure. So for some of our listeners, you may remember back to the days of WINTAC and a special project that was done to bring SARA to Voc Rehab, and the original idea was to provide a solution to VR programs that used this new kind of client engagement and communication system that automatically gathered needed information at the right time from consumers and providers without staff intervention. SARA uses artificial intelligence or AI and natural language processing and is complementary to a case management functionality. So if you fast forward seven years, SARA's really undergone some very cool changes and is once again part of a pilot program within our VRTAC for Quality Management. And I'm also really excited about hearing from a state that was at the forefront of using this and has remained a continued champion years later. So let's dig in. So, Cody, I'm going to turn to you first. Can you tell our listeners about yourself and what you do at SARA and a little more about your products?   Cody: Yes, absolutely. So I'm the director of operations for SARAWorks, and we are an extremely small team. We are growing. But essentially, historically, I've been responsible for all of our new customer implementations doing the training, the configuration of SARA, making sure that SARA is doing what it's supposed to do for the agency, and then of course, keeping track of our support staff for our wonderful service that we provide, working with our development team as well. So just kind of making sure that all the day to day stuff is running as it should. We've got our primary product, which is SARA, and SARA is our application for counselors and case managers. And it's used typically to stay in contact with clients or consumers that are receiving services under the idea that we're really trying to use SARA as a communication hub with the idea to bridge that connection gap in human services. We believe that the good technology can be used and is going to be essential for creating human connection so that people don't fall through the cracks. And that's kind of where SARA comes in.   Carol: Yeah, like that, that you use that term communication hub. That sums it up really well. So Susan, can you give our listeners a little more information about yourself? What's your role in Alaska? How many counselors do you have and the number of customers that you all serve?   Susan: Sure. I am a Jill of all trades up there for in Alaska, a program coordinator. So really what that means is responsible for our quality assurance, our program reporting, our data requirements, our policies and procedures. And I'm also in charge of our case management system, our SARA communication system, our SharePoint system. So there's quite a bit of an IT aspect software support that comes out of my role as well. We are, you know, a big state geographically, but a small state population wise. We always like to remind Texas of that, but we only have about 25 counselors spread out through the state, though. But that's over you know, we're talking potentially 2500, 3000 miles apart in some places. And right now, our open caseload right now is around 1000 - 1500. Yeah, we're small, but mighty.   Carol: Wow. That puts some perspective. I didn't realize you had 25 counselors across that expansive Alaska. So do folks have to, like, fly into places? Because I know some of your areas are so remote, how do they get to see certain customers?   Susan: Absolutely. Yes. We have a few counselors that are dedicated to serving our rural populations, flying into hubs like Barrow, Ketchikan, Pretty amazing. It's a kind of a unique situation. They're flying in for about a week, trying to get as many informational referrals out there, then to get as many applications as they can going. And if there are open cases in that area or village, they're trying to work them as well. We do a lot with SARA helping us keep in touch when we're not in the area.   Carol: Yeah, absolutely. Yeah. That gives such an interesting perspective. So, Cody, I understand SARA's gone through some changes and can you tell us what happened with the company and like where you live right now, it's different.   Cody: Yeah, definitely. So back in September, SARA was acquired the company itself, the Career Index Corporation, the founders of SARA, was acquired by a company called Radical Health, which is a company that acquires software companies that are in the human services space and put together a new division called Radical Apps that SARA was the first product to fall into. And so under radical apps we have SARAWorks, which is how we've rebranded our company. So for some of our folks out there that recognize TCI or the Career Index we are now, SARAworks with our product, SARA. And under Radical, we are working to see how we can grow SARA's reach and help make an impact in other markets and other industries. Radical Health currently works with software companies that are in food banks and community food pantries and things like that, as well as foster care management, behavioral health and homeless management as well. So a couple of other areas that we feel that SARA could really make an impact. And as I mentioned earlier, we've been an extremely small team and so we didn't necessarily have the resources in place to make that happen and continue to see our vision grow. But with the help of Radical, we've got a roadmap to making that happen. And really just overall taking this concept of wanting to foster that connection in human services and helping clients feel like they're more than just a case ID and giving them that voice, using SARA to be able to maintain that connection with their agency and the service workers that are helping them.   Carol: Well, Cody, I remember back to my days in Minnesota and we were trying to get your product and there were definitely some challenges with IT resources. And I understand you have a new venture that eases the burden on IT resources. What is that all about?   Cody: Yeah, absolutely. We actually have a couple of things that we're working on in that regard. First of which was a strategic partnership that we entered into with Alliance Enterprises for their Aware case management solution. And so we are working with them at the moment on creating a way to interface the two systems together that eliminates the need for a state agency’s IT department to really be involved. Historically, we've relied upon the state agency to have to install a Windows service and maintain that service on a state server and things like that in order to get data to go back and forth between SARA and the system of record. So what we're working on with Alliance is to, number one, have that connection, bypass the need for the state agency to be involved. And then we're also working on a new API that will be more of a plug and play option for other agencies that might not utilize, Aware, maybe have something that's homegrown or one of the other larger vendors. So it's something that I'm really excited for. We are rolling into some testing right now and should have that solution rolled out by the end of quarter two.   Carol: Wow, that's pretty cool. That's a big deal. I think that'll be a game changer for folks. I know we have a lot of people that are with Alliance, but there are a lot of folks that are not probably half the country is not. It's probably about a half and a half deal. So having that option for other folks as well, I think that is definitely going to be of interest to our listeners. I personally love your whole communication aspect of this and you talked about that communication hub. Can you just explain that a little more like all the things that can go into that?   Cody: Yeah, absolutely. So we you know, we call SARA the communication hub and we continuously try to make improvements and enhancements and bring new features so that, you know, if you think of a way to stay in contact and connect with a client electronically, we want SARA to kind of be your go to source. So SARA has two com

Joining Carol Pankow in the studio today is Damian Schlinger, State Director of the North Dakota Division of Vocational Rehabilitation. Learn how Damian and his team moved from a double-triple check culture to one that encourages and enhances staff autonomy using techniques and strategies that have had tangible results. Listen as Damian explains how his agency is eliminating low-value activities and is focusing on keeping customers engaged to achieve quality outcomes in North Dakota.   Listen Here   Full Transcript {Music} Speaker1: Manager Minute brought to you by the VRTAC for Quality Management, Conversations powered by VR, one manager at a time, one minute at a time. Here is your host Carol Pankow.   Carol: Well, welcome to the manager minute. Damian Schlanger, State Director of the North Dakota Division of Vocational Rehabilitation, is joining me in the studio today. So thanks for joining me, Damian. How are things going in North Dakota?   Damian: Things are going well. Good morning. Thanks for having me on, Carol.   Carol: Well, it was so funny. I was telling Jeff, the podcast producer, I'm like, you know, when you were talking at CSAVR this fall, I felt a little bit like Simon Cowell. You know, there's a panel up there. I'm looking down and you started talking and my head went up. I'm like, Who is that guy? And I went right up to you after that general session. I'm like, Can you be on a podcast? I just think you have the most awesome things that are going on, and I wanted to make sure that we could spread that out to the rest of the country. And I really love the quote on your slide deck during the conference, "Take care of your employees and they take care of your business", by Richard Branson. And I just think you only had maybe 8 minutes to talk there. And I thought we could have a little deeper conversation this morning. So let's dig in. So can you tell our listeners a little bit about yourself, like how long you've been at North Dakota VR and where do you come from? Because I know you did come out of VR. Can you tell everybody a little bit about your background?   Damian: For sure, yeah. So I'm a relative newbie to vocational rehab, so I was just two years as of this last December here. So but I've always been in a helping profession. So the last 20 years I spent in the medical industry in various different roles, I started out actually as an athletic trainer. And for people that don't know what that is, my wife would always say, if somebody gets hurt on a field or at a game, the guy that goes running out, that's what my husband does. So that kind of gives me an idea that's good. So it was really good and it was a great career for the longest time. But then I had little kids in that night and weekend thing really didn't always work out. So yeah. So then I found my way into clinic management. I had a great mentor and supervisor and first I managed some walk in clinics and then some surgical clinics, and then I found my way to occupational medicine and that's actually where the link with VR happened. So sometimes we would get injured workers that couldn't go back to their previous place of employment because the injury was so severe. So we had to figure out what could they do. So we would do functional capacity assessments and things of that nature. And then I would be on the call sometimes with a Voc Rehab counselor, and they would ask, Could they do this? Could they stand? Could they sit? So yeah. So then when I was looking to further my career in a Voc Rehab position came open for a director, I thought, Oh, that would be perfect. Yeah, that's kind of how I got my way here.   Carol: Very cool. That is kind of wild. I know we've all fallen into it in different ways, and that's really neat. I'm glad to know that about you. Give us a little picture about North Dakota VR. Like, how many customers do you guys serve? How many staff you have, and maybe a little bit about the challenges you're facing. You've got a very different complexity in your state.   Damian: Yeah. So we have definitely a high rural population. A lot of our state is rural and then there's obviously these big population centers throughout the state. So that's somewhat of a challenge. And then what has been great is across these last few years coming out of the pandemic, things have really increased to the point where we're starting to challenge our all time highs in certain areas. And I know certain states might listen to this and go, Oh, that's really small or whatever, but it's whatever your situation is, if you can challenge some of those all time highs, I think that's great. So certainly our clients served about 3800 of those each year.  In our OIB, we actually helped 555 individuals last year. I think there was like 313 applications. But some of those things are going really well and coverage into rural areas is just a part of what we do. We have eight regions is kind of how we carve our state up and then we know there's a lot of windshield time in covering those more rural areas.   Carol: So about how many counselors would you have that cover all of that?   Damian: In the state, there are about 40. So in our bigger regions there might be as many as seven or eight, and then the smaller ones are usually 2 to 3.   Carol: Gotcha. Well, I remember my grandma lived in Bismarck, and so even when I was learning to drive, my mom made us have so many hours behind the wheel. And I'm like, I'll drive to grandma's because it took us about 10 hours to get there. It was a long state to get through, to get to Bismarck. But I get my time in. So I completely understand that whole windshield time that folks have. So I know when you came in, you really hit the ground running. How did you come up with these activities You have focused on this past year around your staff?   Damian: One thing that I've been fortunate to do is because I've been in different spots, usually I'm in a spot for about four years is when I look backwards on my career. And so it's given me an opportunity to get into different situations where sometimes it's a realignment, sometimes you're starting up, sometimes they have great success and they just need to be polished. Some of the clinics or areas that I've been in. But what was interesting about ours is that they had really good, I call it Good Bones, almost like a house, You know, it's got good bones. You know, you don't have to replace a whole lot of things, but just to try to align everybody. So one thing that was interesting is that they had not, I don't know if team building efforts or coming across regions with different ideas was commonplace. I think they would sometimes share best practice, but it was almost like if it happened, it wasn't necessarily something they concentrated on. And when I visited the regions, all these folks, whether it was Frontline or regional administrators, had great ideas and then I had seen them. Maybe we're only enacted in that one region and I thought the other seven regions could really benefit from that. And plus, who doesn't love, you know, you have a great idea. And to see that come out of your mind and get legs and run across the state is a fantastic feeling. So that's a lot of what we concentrated on was just trying to get people to just share ideas and come together across the state.   Carol: Yeah, I think that's super cool. I know you have this dual approach. You really are focused on both the staff and your customers or clients or whatever you may call them in your state. And like in VR, we're always talking about clients in business and I think staff does get left out of this conversation. So I know you walked into this culture that was kind of double triple checks. You talked about that at the conference. How did you go about kind of beginning to revamp that culture?   Damian: I always think about assuming positive intent. I do a lot of reading on psychology and things of that nature and even the double and triple check cultures, if they exist, and those existed in the medical community that I started as well. It comes from a good places that you want to do the very best for your client, your patient, your whatever you call them, right? You want to have them have the best service ever. So I also know there's individuals that are really performance driven, but it's the same goal, right? They want to have great things happen for the customer. So it's about blending those two perspectives. So when I started to think about that even early in the career, I'm embarrassed to talk about it. But I ran headlong into a brick wall because I thought about the patient very much and thought about performance. Like how many could we serve, how quickly we could we get them in and out because nobody wants to be someplace for an hour and a half, especially if you're sitting in a clinic. But then what I realized is that my staff, I didn't share some of my thoughts necessarily openly outside my head a whole lot. You know, we think about things a lot, and that continues to be a challenge for myself. But trying to understand, it's like I introduced a higher challenge to them. But then what I didn't understand is I wasn't necessarily investing in listening to them or growing their skills. So it's like those two pathways have to emerge together. So I actually pulled the staff together and I apologized to them. So then I was aware of it, you know what I mean? I couldn't just concentrate on the clients. It had to be growth of the team members as well as the service to the client as well. And so that's when I found out really Myers-Briggs, Keirsey Temperament Sorter, all those things. The big five, those were like the map. Otherwise it felt like I was stumbling around in the dark. But when I found those that felt like the key, really understanding individual motivation and the types of folks that are out there and then how to grow them, and then when they feel great and they're engaged and they're growing

In the studio, today is David D'Arcangelo, Commissioner of the Massachusetts Commission for the Blind. David has focused on making MCB the best it can be. Learn about the concept of disability as a qualification, the Accessibility Technology Survey, the entrepreneurial program developed with NIB, and dig into the 32 reallotment projects MCB has done over the past few years.   David is the Idea Guy and shares a lot of information in this brief 30-minute conversation.   Find out more about what is happening at MCB:     MCB Home Page 2020 Reallotment Project Summary 2021 Reallotment Project Summary   Listen Here   Full Transcript {Music} Speaker1: Manager Minute brought to you by the VRTAC for Quality Management, Conversations powered by VR, one manager at a time, one minute at a time. Here is your host Carol Pankow.   Carol: Well welcome to the Manager Minute. Joining me in the studio today is David D'Arcangelo, Commissioner of the Massachusetts Commission for the Blind. Thanks for joining me today, David. How are things going in Massachusetts?   David: Going very well. Looking forward to a great 2023. And thanks for having me again.   Carol: You bet. Me too. I love this 2023. I have my little resolutions for this year. You know, I really want to be intentional. That's one of my things. So I know I had you on the show over a year ago and we were talking about some of your great employment strategies during National Disability Employment Awareness Month. And you have had so many cool initiatives going on in your state that I think of you as the Idea Guy. I put you and Joe Xavier from California up there as two bold leaders in VR that we can all learn something from. Now, I know you've been keeping your head down and really looking forward focused on making your agency the very best it can be. And it also seemed like you were having some just really amazing employment successes for customers during COVID. So now more than ever, we need to take some serious steps to address the problem of spending VR dollars and improving outcomes. And you started looking at the problem when you first started at MCB and you hit the ground running. So let's dig in. I know we have lots to talk about. So David, can you remind our listeners about yourself? Where did you come from and how long have you been at MCB?   David: Sure. Well, I'm a consumer of MCB also, and being legally blind from a young age. I remember getting VR services back when I was in junior high school and high school. So that's really my first impression with MCB was as a consumer, as a young man. But since joining MCB in 2018, I came over from the Office on Disability, where I was the director of the Massachusetts Office on Disability. So when the MCB position opened up and got an opportunity to serve. And, making great strides for these past five years and looking forward to hopefully more time to be able to get our people employed and help lead our people to more independence and self determination.   Carol: That's awesome. So can you tell us a little bit about MCB? Like, how many staff do you guys have and how many customers are you serving currently?   David: Sure. So we're one of the first blindness agencies in the country. We often argue with Connecticut, if they were first, we were first, but we were established in 1906 with one of our first commissioners being Helen Keller. So we have a long history and track record of providing services for people with blindness throughout Massachusetts. We currently serve approximately 24,000 people in Massachusetts with all types of services. Massachusetts is a little bit different than many of the other states. We don't provide just for VR services, and that's not to diminish VR services, but we also provide what we call our services or social rehabilitation services and deafblind extended support services. So we serve people who are blind and deafblind and people with blindness and then additional significant disabilities. So that adds up. Our 24,000 people and our range of blindness really is the whole spectrum. So everybody from hi partial and legally blind like me all the way to somebody who has no light perception at all. And we know from the data that we've collected that actually there's probably more people at MCB as consumers who have visions closer to me than vision, closer to somebody who has no light perception at all. So we've got some data that's going to be coming out that I would encourage everybody to look at. We did an assistive technology survey recently with all of our consumers that really reveals information that I think people will take notice of because many times people were thinking that, oh, well, your consumers, they can't see, so they're not on the Internet or they're not taking part with this technology. And our survey really sheds new light on that. So stay tuned for that. You can check that out on our website, Mass.gov/MCB. It's really going to be an important survey when we reveal these results. It's going to be eye opening for people.   Carol: Well, cool. Yeah. Shoot me a note when that comes out. I'm really interested in seeing that. Do you also serve individuals like starting as babies? Like because some programs I know do that. We did not in Minnesota but I know some start very young with kids.   David: Yeah in Massachusetts we serve people from birth to death. So cradle to grave with all of our services and the social rehabilitation services that we provide are really geared around independence and self determination. So we will start providing services as soon as somebody gets that mandatory report of legal blindness and they're declared, which we are the keeper of, that we register somebody as legally blind after their doctor, their eye care provider, has provided us with that record. And then we get the services flowing, whether it's teaching Braille or providing assistive technology, orientation and mobility, training, all of these core services, we really believe getting those in place first.   Carol: Yeah   David: That's really going to help in terms of VR. It's setting the bedrock so people are already independent and self determined and then can focus on their career goals.   Carol: Yes. So smart. You've got the foundational pieces in place and early, you know, you're getting at the students early, which is incredible. That is great. That is great. So I really liked your getting grounded in that three part framework. You talk about it and I was reading it again on your website about the Path to Prosperity is Paved with Perseverance. Can you tell me more about that?   David: Sure. Carol, thanks. Really. I first said that publicly during the commencement address that I gave for Lesley University's Threshold Program. Lesley University has a great program for people with intellectual disabilities where they provide a college like experience. And back in 2017, when I was director of the state's Office on Disability, I had the great opportunity to be able to provide the commencement address there. And that's really where I first laid out that I believe the path to prosperity is paved by perseverance. Or what does that mean? I think that becoming employed is not a one step thing. There are many steps on that path on your career journey. So we really try to instill in to our consumers here at MCB that there is no get rich quick scheme. This is not a one click approach like so many of us are conditioned today through these devices and through technology. Just one click in your in. Getting a career, getting employed, getting your job, getting on that path to prosperity takes many steps. You got to hang in there because it's not easy. If it was easy, it would be done easily and everybody would do it. Everybody would be a multimillionaire. It takes many steps and depending upon your disability or in mass commission for the blind on your blindness, there's such a spectrum. And really we have to work with everybody individually because everybody is in a different stage in life. And some people are aging into blindness. Some people, it comes upon them quickly. Some people have it from a young age, some people come to it at mid age. It's so different for everybody. And we really just want to make sure that people are clear what the expectations that we're going to be with them through their journey along this path and that it does take time. All good things come in time. So that's really what the path to prosperity is paved with. Perseverance is about that you've got to persevere. These are challenging things. The very essence of being a person with a disability. Disability comes with challenge, It does. And so we try to get people to accept their disability, accept that challenge and then help them work through it. And so I believe in people and I believe anybody can become employed. I think work matters. I think it goes to the identity of a person. If I were to see you in the grocery store and we would have strike up a conversation, invariably one of the first questions that you or I would ask each other is, Well, so what do you do? And if you're employed, you're going to tell me about your job because it goes to the identity, it goes to who you are and what you're accomplishing. So work matters. Our consumers matter, and that's why we want to try to get them employed, because there's so many contributions in our community that we're trying to bring out for the benefit of our consumers, but also for the benefit of society. I really believe that our people have a lot to give and you've got to hang in there. That's part of being on the path to prosperity.   Carol: I think that is one of the cool things with blind services. It's very foundational. All the things that you have to learn. And I remember being at Minnesota blind and just seeing that, especially with people that came in that were new to their vision loss and it happened abruptly. Something happened, an illness or something o

Tina Herzik, the Vice President of Operations for Service Source, and Brent McNeal, the Director of the Florida Division of Vocational Rehabilitation, join forces with Carol Pankow in the Manager Minute studio to chat about creative staffing solutions in the great State of Florida. Tina and Brent discuss how the Florida General agency and Service Source are partnering to meet staffing needs with a unique model. With a business relationship that spans over 22 years, the duo shares how their two organizations continue to serve as front runners of innovative staffing practices and transformational leadership.   Listen Here   Full Transcript {Music} Speaker1: Manager Minute brought to you by the VRTAC for Quality Management, Conversations powered by VR, one manager at a time, one minute at a time. Here is your host Carol Pankow.   Carol: Well, welcome to the manager minute. Joining me in the studio today is Tina Herzik, Service Source vice president of operations for the VR program in Florida, and Brent McNeal, director of the Division of Vocational Rehabilitation. Florida. General, I am so happy to have you both with me in the studio today. So, Brent, how are things going in Florida?   Brent: Things are going well, Carol. Thank you. We're definitely happy to see the end of the hurricane season here in Florida and looking forward to going through the homestretch here into the holiday break.   Carol: Yeah, I've seen you've had a lot of weather. We had our own 13 inches of snow on Monday, so at least you don't have that. Holy cow. So, Tina, how about you?   Tina: Same thing. Just getting over trying to lose that word pandemic and getting back to normalcy. But I live in Vero Beach, so happy that last hurricane didn't take us down. But we're standing.   Carol: Strong. Yeah, absolutely. Know all the Florida folks. I really you know, our hearts go out to y'all with everything that happened in that Fort Myers area. That is something else. I don't know how you deal with that all the time. That kind of those terrific weather conditions that can really just devastate a whole area. So I know you're rebuilding and people are working strong. So, Brent, it was really fun meeting you live and in person at the CC VR Leadership Forum before the conference began, and we all heard a pretty sobering message about the state of the national VR program. And we've got to spend the money. Each agency is facing different challenges, but the factor that binds us all together has to do with finding ways to expend funds. So the VR program, much like the rest of business across the country, is in the midst of a staffing crisis and trying to seek solutions to meet customer needs. Now, I know Florida General has a model that's been in place for over 20 years as a result of a legislative change. Now, this model is not really conventional, and I think you're the only people in the country doing something quite like this. But you have worked out all the kinks and have really learned so many lessons. So we thought others could benefit from the work that you all have done. And there's really a unique partnership that really is withstanding the test of time. So let's dig in. So, Brent, why don't you tell us a little about yourself, your background, how you came to VR and a little bit about Florida General?   Brent: Sure. First of all, I'm happy to be here. I echo the statements that you've made, we certainly are in the same boat as other programs around the country. And so this is a way that folks could explore to spend some of those funds and to better provide services to their customers. So my background, I came to VR first in 2009. It was my first job out of law school, actually, and did not know anything about VR or what it was, but quickly became so interested and invested because of the good work that I saw that the division was doing and so really enjoyed getting to learn the program. I also represented our Florida Division of Blind Services, so got to do a lot of interesting work and Randolph Shepherd and in other areas with that unit. So that is how I came to VR. I worked with VR in a legal capacity for around eight years and then took this director's position back in February. So coming up on one year here shortly in terms of Florida General, we're housed within the Florida Department of Education, headquartered in beautiful Tallahassee, Florida. The states broken up into seven geographical areas, and each of those has an area director. Now, we haven't always been here in the Department of Education, and we'll talk a little bit about some of the history and where the division was previously. But yeah, we've been with the Department of Education for a number of years now and are a big component of Florida DOH.   Carol: So your background really positions you nicely for this job because you know, the regs really probably pretty inside and out as being the attorney for the agency for so long.   Brent: You know that part is certainly helpful and I tap into it regularly. I have to resist the urge to just be the lawyer. And we have a very capable and wonderful deputy general counsel that leads our VR legal team. So I defer to Nicole Saunders now on legal matters, but it is nice to have that background as well as those relationships that I was able to build as the attorney, including with folks like Tina.   Carol: Absolutely. So how many people do you serve and how many staff does Florida General have?   Brent: For the past several years, it has varied between around 45000 to 50000 individuals receiving services within a state fiscal year. We have 884 full time equivalent staff that are employees of the division of the state of Florida.   Carol: Wow. That is huge. Are you in the top five programs in the country or something? As far as size, I think.   Brent: I think we must be I know that we're one of the largest. And, you know, Florida is such a diverse state, too. We talk about from the tip of the panhandle, which is where I grew up over in Escambia and Santa Rosa Counties, all the way down to the Florida Keys. And, you know, those two ends of the state could not be more different in terms of, well, just geography, but also all of the economics, you name it, just really diverse and a lot of different challenges throughout the state for such a big state as Florida.   Carol: Yeah, tough for you to just like we're going to drive to all the offices today. That can't happen. So the model I alluded to, what is this model that Florida general is working under to meet your staffing needs?   Brent: For over 20 years now, Florida VR has been working with Service Source in a successful public private partnership, and that's really added service capacity in our state. And so I'm looking forward to telling everyone more about that today.   Carol: Very cool. So, Tina, I didn't mean to leave you out.. Why don't you tell our listeners about yourself and your background and how you kind of fit into this picture?   Tina: Oh, thank you, Carol, And thanks for inviting us here today. I have been in Florida most of my life here. As I said, I live in Vero Beach. I did live where you are from in Minnesota for five years. So I've enjoyed the Minnesota life as well. I started my career out as a teacher, so working with the youth has always been very close to my heart. I obtained my master's degree while working under this contract over the years and rehabilitation counseling, I have my CRC, my Certified Rehabilitation Counseling license. I was the second employee hired under this original contract with this partnership in 2001 as a vocational rehabilitation counselor. Believe it or not, I took this job under a newspaper advertisement. Does anybody know what that is anymore? So the director that hired me to start up was the startup director for the privatization project, Steve Palumbo. Steve had worked with the state of Florida VR system for many years. He started this privatization. He was a great mentor to me. I was very green, just like Brent talks about coming in. I didn't know that much at all about what I was getting myself into. I had no idea that 20 years later I'd be as excited as I am about what we do. And as he mentored me over the years, I started out as a VRC, so I was a vocational rehabilitation counselor for a few years and then I became a unit supervisor for one of our largest units, which was one of the first units in this partnership on the Treasure Coast. It serves four different counties, and I did that for about 11 years. And then when Steve retired in 2017, I became the director for the program and have held that position ever since. I've worked with Service Source for over 20 years and I've been very excited to be part of what I always say to people, kind of the trailblazer of this type of model. And it's been great because, as Brent said, we also work together very closely when he was the attorney for VR. So it's just been a great partnership.   Carol: So Brent, what happened back in the 1999 legislative session that led to your model for meeting staffing needs?   Brent: Well, I'll give the caveat that obviously I wasn't around at this time, but I've done some research and know anecdotally that there were some similar circumstances to what we're facing now. There are very high caseloads. We had a number of vacancies that were presenting challenges and consequently we had some underserved areas in Florida where folks were having a hard time receiving VR services. In response to that problem, the Florida legislature passed Senate Bill 230 and which directed VR and I'll quote, to enter into local public private partnerships to the extent that it is beneficial to increasing employment outcomes for persons with disabilities and ensuring their full involvement in the comprehensive workforce investment system. So at that time, Florida VR was broken into 24 regions. The division was housed in another state agency at that time and had not made the move to

Today, Dacia Johnson, Executive Director of the Oregon Commission for the Blind, chats with Carol Pankow, about some of the really innovative practices that the Oregon Commission for the Blind has implemented to improve organizational effectiveness and benefit the VR community.   Dacia and her team did a lot of work preparing for monitoring and restructuring some critical elements of the organizational structure that has the VR community talking.    Join Dacia and Carol in the Manager Minute studio for this timely conversation on championing innovation and high performance in a climate where so many agencies are looking for ways to spend VR funds effectively.   Listen Here   Full Transcript   VRTAC-QM Manager Minute: Rethinking Agency Organizational Structure- Ideas that Work with Dacia Johnson-Oregon Blind   {Music} Speaker1: Manager Minute brought to you by the VRTAC for Quality Management, Conversations powered by VR, one manager at a time, one minute at a time. Here is your host Carol Pankow.   Carol: Well, welcome to the manager minute. Joining me in the studio today is Dacia Johnson, executive director of the Oregon Commission for the Blind. She has been the executive director since 2013 and was the director of the agency's rehabilitation services program prior to that. So Dacia was so good to see you at the VR conference last week. How are things going in Oregon?   Dacia: It was great to see you as well, Carol. And things are going well here. I mean, I think like every agency, we have our challenges and opportunities, but certainly we're focused on providing the best services we can to Oregonians who experience vision, loss and just getting at it every day.   Carol: Awesome to hear. Well, full disclosure to our listeners, Dacia and I have worked together in both NCSAB and CSVAR and we were new director buddies. Back in 2013, right before the world changed with WIOA in 2014, and I had the good fortune to participate in the Oregon Commission for the Blind Monitoring visit this year and learned a ton of interesting things about the agency. Dacia's undertaken some really cutting edge organizational improvements that will be a benefit to the VR community, and I knew I needed to get her on the program to talk about this. And I think it's also fitting and timely with the state of the national VR program and agencies are looking for ways to effectively spend funds. So let's dig in. So Dacia, can you tell our listeners a little bit about yourself and the agency? Like what's your background and how did you land at the commission?   Dacia: Sure. I started my undergraduate degrees in psychology and so like every undergraduate with a psychology major, I didn't know what I was going to do. And I moved back to a small town in southern Oregon and I got a job with at the time it was a GPA workforce training program, and I loved that job. I did that for a couple of years and what I realized was my favorite part of it was working with at Risk Youth and what that was with youth with disabilities, right? They were kids with significant learning disabilities, kids with psychiatric disabilities. And I just love the work. That job ended and I moved myself to the big city and I started in private rehabilitation. And I realized quickly that the work of private rehabilitation just didn't really fit my values. And so I started working in public vocational rehabilitation while I simultaneously pursued my graduate degree in rehabilitation counseling. I did that at the general agency in Oregon. There's two agencies here, there's the general agency, and then there's the services for the individuals who are blind under what's called the Commission for the Blind, where I currently work. And I was recruited to come here in 2000 and I immediately fell in love with the work. Carol, you know this, but blindness rehabilitation is very holistic. You really have to address the needs of the entire person, starting with skills and adjustment and just helping them kind of redirect their existing skills and new and innovative ways. And I just loved it. I also love the fact that with the blindness organization are oftentimes closer to the work. I love policy, I love meetings. I'm a nerd that way. I love thinking about new programs. But with our agency, you actually get to see people who are going through the rehabilitation process. You get to interact with them. And so it was just the right elevation for me. And I've been here ever since.   Carol: I love that. I didn't know that about you. That's a cool way to start. And you're like an old timer now. You've been there, what, 20 going on? 23.   Dacia: Been here? Yep, 22 years in August. And for a long time I was the newbie. And so now it is a little bit interesting to be one of the most senior staff people. I will say that I have never not wanted to come to work and to me that's an incredible gift to be able to work doing things that you're passionate about with incredibly committed, passionate rehabilitation professionals, not unlike yourself, Carol, but we just have just a wonderful, service oriented mission. And I love coming to work and I feel incredibly grateful for that opportunity every day.   Carol: Yeah, you have a fantastic team. Now, I know a commission is a little bit of a different structure than most people are maybe used to. Can you give us just a few high points and what's different about that? And then also, like, how many people do you guys serve?   Dacia: All right. So we have a commission structure. We're grandfathered under the Rehabilitation Act, so we don't have a state rehabilitation council. We have a seven member board that reports directly to the governor. And that board has appointing authority over the executive director. Myself and the majority of those commissioners in Oregon have to be legally blind. And so our structure really ensures that we're focusing in and have crystal clear priorities around the best services possible to Oregonians who are blind or blindness organization. So we provide a combination of vocational rehabilitation services and independent living. Services to individuals with the largest independent living program being the older independent living program. For individuals who are blind. We serve anywhere from 1300 to 1600 folks a year in our vocational rehabilitation program. Last year, I think we served around 650 folks.   Carol: Yeah, it gives me a good perspective because I think back at SSB when I left, we were around 800 folks in the VR, and OIB program we were serving about 5000 people.   Dacia: Wow. It's incredible.   Carol: It's pretty cool. But I'm like you, I love that work and I love being close to the people and seeing what's going on. So I know you and your team did a just a ton of work preparing for that monitoring, but you also did a lot of work in restructuring some critical elements of your organizational structure. Can you tell our listeners what prompted you to think about doing something different with your structure and what are the specific things that you've done.   Dacia: On the monitoring piece, I think what I will say about preparing for monitoring is use the tools that are available to us that you, Carol, have developed. So I think that basically you use the checklists that the TAC has created for agencies. It makes a difference, right? So we actually thought we were on the short list for a long time. So we actually had been preparing, I would say, on a quarterly basis, going through the monitoring guide for that particular year and just trying to think through some of the questions. The monitoring guide doesn't change radically year to year. So we just kind of made sure that we were not starting from ground zero once they notified the states that were monitored. And I encourage everyone to do that because it really makes you think about kind of your structure. The other thing is I've been here a long time, and so I think that some of the skills that we all developed in vocational rehabilitation counseling, in terms of assessing skills and abilities and capabilities, I feel like I've applied that to our organization over time. And then I've looked for opportunities to be able to strategically invest in the organization. One of the things in which we're unique is that we actually employed an internal auditor and folks are like, How can a small agency benefit from an internal auditor? Well, I'll tell you, one of the first things that that position did when we hired them was to create some infrastructure around our quality assurance manual auditors, because we wanted that position to be able to actually audit the work they own the process of making sure things were documented in terms of internal controls, policies and procedures, but they actually didn't create the internal control, if that makes sense. They didn't create the policies and procedures. So that position had enough distance that over time they can actually do the internal auditing and testing of the processes to make sure they're in place. But really having one position that directly reports to me that had that full responsibility of making sure that things were clear documented in one place and kind of reflected the organization, I think was critical to us. That position is constantly having activities going on to make sure that our organization is running effectively and efficiently. They also were the lead on the monitoring preparation. It is a massive lift to get prepared for monitoring and go through the process. But we had one point of contact that doesn't do the work of the service delivery and they were able to objectively kind of track our progress and leading up to the monitoring and then led the work for the onsite monitoring itself. And it felt like it ran pretty smoothly to have that structure. So even if you don't have a separate position like we have, I would encourage folks to use that central point of contact ownership model because I think

Joining Carol Pankow in the studio today is Inge Huband, Program Consultant for the Wyoming Department of Workforce Services Division of Vocational Rehabilitation Small Business and Employment First programs, and Nicky Harper, Vocational Rehabilitation Administrator for Wyoming VR. This year, the National Disability Employment Awareness Month (NDEAM) has a theme of Disability: Part of the Equity Equation in recognition of the vital role people with disabilities play in making the nation's workforce diverse and inclusive. For our listeners, Wyoming VR does not participate in the Randolph Sheppard program; however, they have concentrated for almost two decades on their small business program that focuses on self-employment. Learn how this focus has attained over a 50 percent success rating for small businesses through partnerships, creativity, education, and community networking.   Listen Here   Full Transcript   VRTAC-QM Manager Minute: National Disability Employment Awareness Month - See how Self-Employment Serves a Critical Need in Wyoming with Inge Huband and Nicky Harper   {Music} Speaker1: Manager Minute brought to you by the VRTAC for Quality Management, Conversations powered by VR, one manager at a time, one minute at a time. Here is your host Carol Pankow.   Carol: Well, welcome to the Manager Minute. Joining me in the studio today is Inge Huband, Program Consultant for the Wyoming Department of Workforce Services, Division of Vocational Rehabilitation, Small Business and Employment First Program, and Nicky Harper, Vocational Rehabilitation Administrator for Wyoming VR. And wow, was that a mouthful? So good to have you both. Inge, how are things going in Wyoming?   Inge: Oh, they're pretty good. We had a very hot summer. We're looking forward to some cool down here.   Carol: Absolutely. And Nicky, how about you? How are things going?   Nicky: I am well, Carol, thank you for having us. Life is good in Wyoming.   Carol: Excellent. Well, you're some of our favorite people, that's for sure. So this year, the National Disability Employment Awareness Month, or NDEAM, has a theme of disability: Part of the equity equation in recognition of the vital role people with disabilities play in making the nation's workforce diverse and inclusive. So this past year, my colleague Alison Flanagan and I had the opportunity to participate in the Wyoming VR on site monitoring review by RSA. And during the week we spent together, Alison was sitting in the session discussing your small business program in Wyoming and was completely blown away. She told me immediately, She's like, You got to follow up with them and get a podcast together. So for our listeners out there, Wyoming VR does not participate in the Randolph Shepard program. However, they have had a focus for almost two decades on their small business program that focuses on self-employment. The Bureau of Labor Statistics states that over 10% of US workers are self-employed, and self-employed workers also represent many of the country's entrepreneurs who are responsible for creating jobs for other workers. So let's dig in. So I'm really excited about your small business program, and I wanted to talk a little bit more about that. So Nicky, can you give us a little context about Wyoming does not participate in the Randolph Shepard program?   Nicky: That is correct, Carol. We don't have a Randolph Shepard program for a couple of reasons. Primarily, incidents of visually impaired individuals is very low. So when the cafeteria programs went away, oh gosh, several years ago, it was set up that funding was coming into vocational rehabilitation. So at that time, my predecessor and I believe the field services administrator took a look at that and said, well, there's still funding coming in. So instead of a cafeteria program, can we still continue to look at the vending program and how can we get some legislation and statutes written so that vending income could be utilized to still support individuals with disabilities wanting to develop small businesses? So instead of doing vending cafeteria with Randolph Shepard, we kind of went a slightly different avenue.   Carol: So Wyoming has their own take on this. So you actually have your own legislation that governs what you're doing.   Nicky: We do, yes.   Carol: Excellent. I was very curious about that. So how does the funding work for this program?   Nicky: So the legislation or the statute allows for us to go out for bid for individuals in the communities. They don't necessarily have to be an individual with a disability, but I do believe this score additional points on an RFP, if they have a disability to set up vending machines in state owned buildings. So they set up the vending machines with understanding that a percentage of the earnings come to vocational rehabilitation. So we then use those earnings as match dollars when we set up a small business so that we use federal dollars obviously, and that vending income is used as a non-federal match portion.   Carol: Gotcha. Thank you for clearing that up. So do you partner with the Wyoming Small Business Administration?   Inge: Not directly. So I would call that an indirect partnership. We put a couple of years. We have partnered with the Wyoming Women's Business Center and they receive part of their funding through the Small Business Administration. So what we have started doing is to refer some of our clients. Not all of them will work for this program. Some of them can be referred with the approved loan amount, and then they will actually have to go through a loan process through the Wyoming Women's Business Center. The amount that DVR has approved for their small business is the loan amount that they're applying for, and we are able to pay that loan and the client will have to provide us with showing that they actually purchase what they have. So that's another layer of responsibility for the clients. It's no longer just gives me money. It's like, Oh no, I have to fill out a loan application and I have to talk to the loan officer and put everything out there and they have to have a. That's account ready. They have to have their legal entity already registered before they can even receive those funds. So it puts everything in another level of reality. And then they have the responsibility of purchasing all the approved items and approved that they did purchase them. And they have to send that also to the Women's Business Center as well as to us. So that's kind of how we keep track of all of that. But it does help with the diverse things that clients need. It's sometimes very difficult for, say, to purchase certain items through the process that we have. And so that makes it a lot easier, a lot more efficient than quicker for the client to obtain those needed items.   Carol: I know your state is very you know, you have the rural component. There's sort of a little bit of the bigger city areas and such. But what are some unique challenges that people face in Wyoming with creating a small business?   Inge: It is probably infrastructure. Internet sometimes is an issue, just being in very small communities and very rural, having to drive to places and it causes a lot of issues. But as I said, people are very resourceful when they buy into their idea and they see their idea growing from, Oh, here's that concept that I have in my head and through the process of business planning, it becomes a tangible idea of something that really makes sense and we help them really understand, okay, where you're at in this particular situation, does it really make sense to have a ginormous warehouse? For example? Would it not be better to utilize drop shippers or whatever we're considering in that situation? And then the idea grows from this big monstrosity to something small, functional and doable, and the client is able to just move forward with it. And also, I think giving them the future outlook of you can always grow your business, you can always change. And Wyoming has a really great network of support for small business. We work with local economic development chambers. I encourage the clients to work with all of these entities to really get into the nitty gritty of their small business idea and figure things out.   So it's not uncommon that I ask clients to do surveys, talk to their community and say, Do they really want this service? Because being online works sometimes, but not all the time. It's difficult. It's a big market out there. So when you have a following in your local community and get started, it's a lot easier to transition online or go into a warehouse. So for example, in a small town here in Wyoming called Buffalo, we have a saddle maker and he was visited by our governor. And because of that, we had another visitor from a local retailer who wants to help him with some free space. And so now he's able to move from his own property into a free rented location down the road. We'll probably have to pay rent, right now it's free and he'll have a little retail location. So what he can offer are smaller items. So he doesn't just rely on saddles and so he's really excited and things are moving.   Carol: Well, that sounds like a super smart approach, especially when you talked about having some of the Internet issues that can happen in rural areas too. So you want to have somewhat of a following in that community because people may not be able to get to you online either. That makes some sense. So you talked about this saddle maker. So what are some of the other interesting businesses that have been pursued?   Nicky: Oh, my gosh, quite a few. We get really, really creative. And Inge is a really good job with ensuring that the business is viable and they can be successful. The clients have to put together a pretty detailed business plan. The one that I kind of laugh about is we call it the pole dancing business.   Carol: Do tell!   Inge: This one was a client who just came to me

Dee Torgerson, Director of VR General in Minnesota, joins Carol Pankow in the VRTAC-QM Studio to take a close look at VR service delivery through a post-pandemic lens. Dee presented at CSAVR and was part of the National Rehabilitation Leadership Institute (NRLI) that produced a paper titled, "Now is the Time: Advancing Services to Individuals with Disabilities by Reenvisioning VR Services." The pandemic forced VR agencies to offer services in new and flexible ways to meet the evolving needs of individuals with disabilities and employers, and Dee and her team at Minnesota General rose to the occasion. Listen in as Dee talks about bringing her vision to life.    Listen Here   Full Transcript   Re-envisioning VR Service Delivery with Dee Torgerson- Minnesota General - Meeting People Where They Are At   {Music} Speaker: Manager Minute brought to you by the VRTAC for Quality Management, Conversations powered by VR, one manager at a time, one minute at a time. Here is your host Carol Pankow.   Carol: Well, welcome to the Manager Minute. Joining me in the studio today is Dee Torgerson, Director of VR General in Minnesota. So full disclosure, I have worked with Dee off and on since 2006 and two different agencies and in different capacities. And I've always been in awe of her stellar management skills and she is just an all around good human being. So Dee, thanks for joining me today. How are things going at Minnesota General?   Dee: Hey, Carol, you are too kind, but it's great to be with you talking with you today. Things are doing well at Minnesota General right now. We're in a good place. And of course, in Minnesota it's fall. So people are happy like it's the great Minnesota get together at the state fair. It's the Renaissance Festival, Labor Day weekend. People with young families, all the kids go back to school on Tuesday. So parents are ecstatic. So we are happy in Minnesota.   Carol: Well, for our listeners out there, you're going to get to hear two Minnesota accents. We laughed. You and I were like, Oh, they're going to get a whole lot of the Long O's today. So buckle, right? So D, you were part of the National Rehabilitation Leadership Institute that's also known as NRLI. And I was reading the paper your team wrote and I caught your presentation at CSAVR. Some of the things you were saying really intrigued me and I wanted to dig in further. Your group's paper was titled Now is the Time Advancing Services to Individuals with Disabilities by Re-envisioning VR Services Delivery. Your group talked about the challenges that started in 2014 with the passage of WIOA and the new requirements like Pre Employment Transition Services, Section 511., There was increased order selection and of course the pandemic was the cherry on the top. So all of this has created the situation where VR agencies must offer services in a new and flexible way to meet the evolving needs of individuals with disabilities and employers. So you had some really interesting things you're undertaking at Minnesota General. And I want to just let's dig in. So can you give the listeners a little perspective about Minnesota general? Like how many people do you serve, how many staff do you have and what's your overall budget?   Dee: Yeah, absolutely. You know, it's interesting when we talk about VR, there are two significant time frames. We talk about pre WIOA and post WIOA and now we talk about pre pandemic and post pandemic. So it's like in VR, our world is centered around that time frame, but in Minnesota, so actually I'm coming up on three years as director in Minnesota, General VR. Prior to that I was a regional director. So I've been in the VR program about ten years, and prior to that I've always worked in some type of rehab, private, public nonprofit, had my own business for a while, you know, and at my age now we say over 25 years we don't want to say how long it really is. So it's been a long time. I have been in some type of VR system, but coming up in three years as director, one of the things when I came in as the director to this position in Minnesota general, actually at the time we had sort of this like flat leadership reporting structure. I had about 14 senior leaders reporting. To me, it was interesting. I thought it was pretty unmanageable. One of the things I put into place, it took me two years to get this into place, but I now have an executive leadership team I added two deputy director positions. So one of them many of you probably worked with in the past, she's been with the Federal VR program for lots and lots of years. Chris McVay, she's our Deputy Director of Disability Employment Services. So essentially she oversees all of the field work. And then we had a new person come in to VR as a Deputy Director. She oversees our operations and partnerships. Michele Basham, And many of you will have an opportunity to meet with her coming up. And then another long term person who fills out our executive leadership team is Jennifer Koski, and she oversees our new quality assurance program. She's helped get that up and running, quality assurance and staff development. So Chris came on just less than a year ago. Michele is about six months in. It's a very new structure, so we're still settling into it. But as a director, it's fabulous to have that small, tight knit group that you can really dig into the details and get some things moving with. But a little bit about Minnesota General, we have about 365 staff. If we were fully staffed, we should have close to 400. We have about 50 vacancies which we have had for a very long time.   Carol: That's a bunch.   Dee: That's a bunch, yes, We're in a similar situation as many other states. And honestly, right now it's a little bit of the perfect storm. We had a state hiring freeze. We really never were able to recover our positions after that. In Minnesota, we have had really low attrition and we didn't have a lot of retirements and then the pandemic hit all of that. Was amplified. We lost one of our strong VR Masters programs in Minnesota, lost one of our pipelines of people coming in. So we're experiencing all of the things many other states have been experiencing for a while, but it's sort of is all hitting us at once. So it's something I could talk about a little bit more later. But we're in a staffing crisis just like everyone else. Around the country in 2019. So again, pre-pandemic, we served about 16,000 people in Minnesota. This past year, the pandemic hit that decrease just like others had seen in 2022 program year. We served about 13,000. We are quickly edging up to close to. I expect that we will meet or surpass that 16,000 a month. In years past, we've served up to 18,000 folks.   Carol: Wow. Good on you. That's great. That's moving up. Is it changing, though, the group that's coming back in, is it more younger folk or what?   Dee: Yeah, it's changing. So we've seen sort of this gradual picking up of students that were serving. I would say it's gone from 40%, 50% recent years. Last couple of years, we've seen about 60% of who we serve are students. That's in addition to the pre potentially eligible that we're serving. And I'll tell you the new trend, we were just looking at our new applications, 75% of our new applications are students.   Carol: I mean, we've had a significant focus since, again, WIOA on serving those students. So Wow. That's significant.   Dee: in many ways it's not surprising, but there are a lot of needs, especially coming out of the pandemic.   Carol: So definitely you've been talking about kind of your pandemic numbers pre and post. So I'm sure too that the upswing in the students with schools being back and all of that and not just online, I'm sure all of that's played into those students coming back up.   Dee: Absolutely. Yeah, absolutely. I just wanted to comment real quickly about our budget. We have a actually a very healthy budget. In the past, we've had a lack of resources. We've had categories closed and now we have a lot of money, but I don't have staffing. So we've always had order of selection for many years. For a few years we had all categories closed for many years, like over ten years we had all but one category closed. In 2020. We were able to open up three or four categories. We still have our fourth category closed, which is those who don't have any functional limitations, the funding to open that up, but I don't have the staffing to open that up. So that's our situation right now. But we're sitting we have a healthy budget right now. We're budget of about 71 million.   Carol: Oh, wow. Good on you. Yeah, I didn't remember it being that big. That is big.   Dee: Yeah, we got re-allotment. We got everything. We asked for it. There's a lot of money available. As many of you know, our program income with the ticket to work, we earn nearly $6 million in program income, which is the most we've ever earned. And then, of course, we all got a bit of a bump in our 110 awards as well.   Carol: Yeah, pretty incredible.   Dee: And we have a healthy state match, which we're blessed to have.   Carol: Yeah, we've always been fortunate in Minnesota with that state match for sure. I know not all states have enjoyed that same benefit. That's just been a blessing to have that.   Dee: Right.   Carol: I know your group at NRLI really did a nice job outlining the current challenges facing VR. Can you talk more about those challenges that were outlined in that paper as it relates to Minnesota General?   Dee: Yeah, I can go a little more in depth at that. Actually, we wrote the paper. I was just looking back at the date. It was in October of 2021, so it's already been a year ago. So when I look at the challenges at the time, they're much different than the challenges we face right now. But they were the precipitous of us writing this paper and diving into that and really working on how do we re-envision across our nation the VR service delivery system. So I'll talk ab