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

What happens when a VR agency stops leading with compliance—and starts leading with trust? In this episode of Manager Minute, Carol Pankow sits down with Lea Dias, Director of the Hawaii Division of Vocational Rehabilitation, to talk about rebuilding an agency from the inside out. Facing high vacancies, low morale, and years of monitoring pressure, Lea chose a different path—one grounded in listening, kindness, and belief in her people. The result? ✔ Renewed staff engagement ✔ Stronger community partnerships ✔ Improved employment outcomes ✔ A culture moving from survival to purpose This is a powerful reminder that real change doesn't start with spreadsheets—it starts with people.   Listen Here   Full Transcript   Lea: I'm proud when I see my staff here at the administration level, thinking less about what the staff are doing wrong and focusing more on how can we help them, getting resources to help them, reaching out directly to help them. People talk a lot about rapid engagement and forget that ongoing part rapid and ongoing engagement. If you focus on culture first, the numbers I believe will follow. And if you focus only on numbers, the culture will crumble.   {Music} Intro Voice: Manager Minute, brought to you by the Vocational Rehabilitation Technical Assistance Center. 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 Lea Dias, director of the Hawaii Division of Vocational Rehabilitation. Lea recently participated in a panel at the fall CSAVR Conference, sharing Hawaii's journey to improving employment outcomes and what she calls their secret sauce. So how are things going in Hawaii?   Lea: Oh gosh, a lot better now that the shutdown is over. And we got a couple of our grants came through recently. And so that's all good. I think a lot of people think, oh, Hawaii, it's Paradise, right?   Carol: Yes.   Lea: But we have the same sort of issues I think, that many other agencies do. But things are getting better in Hawaii. I'll say that.   Carol: That is awesome to hear. It's so good to see you again. Oh my gosh.   Lea: you too.   Carol: So for years, Hawaii has faced real challenges, including declining employment outcomes, significant work tied to addressing findings from an RSA monitoring report. In fact, you all were monitored the same year I was when I was still with Minnesota Blind back in 2019. And so I remember having a bond with you guys.   Lea: Yeah.   Carol: Because we were all going through it together.   Lea: Yes.   Carol: Now, I know when you stepped into the director role following the former director's retirement, you really brought this stabilizing, steady calmness that the agency really needed. And under your leadership, the team is rebuilding momentum, strengthening systems and really seeing some meaningful progress in the work being done across the islands. So today we're just going to explore that journey. What's changed, what's working and what other states can learn from your experience. So let's dig in.   Lea: Okay.   Carol: Can you start by sharing your journey with Hawaii VR and what led you into the director role?   Lea: Sure, Carol. Well, first of all, aloha, and thank you for having me. I have been with Hawaii Division of Vocational Rehabilitation, we're a combined agency, by the way, for over 30 years. And I started off about 34 years ago as an entry level VR counselor at the general site of our agency. And then in 2000, I moved over to become the supervisor of field services at our Ho'opono, which is our services for the blind branch. And Then I stayed there for a while. I then assumed the role of director of our New Visions Structured Discovery Orientation Center, and eventually I became the administrator of Blind Services, and I was honored to serve in that role until about July of 2023. So the majority of my career so far was spent at home. And I learned so much there, you know, working for a blind agency beyond what I got from my master's degree and all that. I learned so much about consumer empowerment. And, you know, the real dramatic changes that vocational rehabilitation can make in people's lives. So anyway, when the former Hawaii VR administrator left pretty abruptly, our agency was in a tough place. We had a vacancy rate of over 40%, I want to say close to 45% and rising low morale. We had that heavy corrective action plan you talked about from RSA and many staff were feeling really overwhelmed. So initially I stepped in as a temporary assignment just because I care so much about our agency. I love this profession. I care about the people we serve, and I wanted to do what I could to help stabilize and restore hope. And also, I had several staff approach me and ask me to do it, and that meant a lot to me. So I decided to apply after that. And I've been official in this job just a little over two and a half years, since July 2023.   Carol: That has gone really quickly.   Lea: Yes it has.   Carol: Well, and when you said bringing kind of that stabilizing calmness, everybody talks about that. You've been credited with doing that. How did you approach leading through that uncertainty and kind of rebuilding trust.   Lea: Oh gosh. Well, thank you for the compliment. But when I stepped in we were struggling across the board. And I know because I was part of that. Right. Coming from within the agency, we had declining successful employment outcomes way down. And a lot of the outcomes we had, they weren't really careers. In many cases, we had something like 77% of eligible participants leaving us before they even got to the point of IPE.   Carol: Wow!   Lea: Which is really atrocious. Super high vacancies. And because of those super high vacancies, we had counselors having to cover other counselors caseloads. So people were really burned out, overwhelmed. And because we had been working since 2019 to resolve that corrective action plan with RSA, and we had been so focused on that, staff were, I think, drowning in compliance tasks. And not that compliance isn't important because it is, of course, but there was a lot of blaming and overcorrecting in my opinion, and I think the human side of VR had been kind of pushed aside. When I was preparing for my speech for CSAVR, I kind of asked the line staff, I told them what I was going to be doing and asked them what they thought. And one counselor really summed up for me how it was by saying, just quote, we were all just Surviving.   Carol: Oh.   Lea: That's kind of pretty much where it was.   Carol: That's quite a statement.   Lea: Yeah.   Carol: it really is. And I know I worked with your team too throughout that.   Lea: Mhm.   Carol: You know, when we were trying to work on getting corrective actions done and just kind of redoing policies over and over and fifth iteration, sixth iteration.   Lea: Right.   Carol: Oh my gosh. It was.   Lea: Right.   Carol: It was a lot. And you lose that sense of, you know, you lose the sense of the people and the reason you're all there. I can completely understand that being in the midst of that.   Lea: Yeah.   Carol: I know at CSAVR the whole panel was talking about the secret sauce. What do you think has been the biggest impact so far for your agency?   Lea: Well, I focused on listening first and staff told me they felt hurt and they had felt mistrusted and they had felt disrespected. They talked about too many barriers to getting their work done. And, you know, I believed them because like I said, I know.   Carol: Yeah.   Lea: So I developed a pretty tight group of folks on my leadership team up here who I knew I could trust really implicitly to help me, you know, listen to people struggle with and overcome these barriers for our staff and our consumers. And this tight group of people, they shared my vision for the agency and my philosophy of the purpose of this great program called vocational rehabilitation. So we opened up leadership meetings. I decided to bring in frontline supervisors rather than just the people in the quote unquote, ivory tower, and line staff at all levels into our conversations. I really emphasize transparency and consistency and kindness and respect for ourselves. I demanded it to each other and to our consumers, because I really had to rebuild safety and rebuild trust. In the beginning because of the way our agency had been. When I would open up the floor, you know, for people to talk, it was crickets. People just didn't want to speak up. All of that to say, I think there's really to me and I think I said this at CSAVR, I don't think there's really a secret sauce, to be honest. We've made many improvements, but we still have a long way to go, particularly with our data collection and data analysis and reporting are performance measures. Still need a lot of work and my staff and I are learning together. I guess you could say our secret sauce is trust plus autonomy, plus removing barriers and trying to find a way to yes for our consumers and for our staff.   There's lots of little examples, you know, based on feedback that we got from our staff, we started allowing counselors to close their own cases. They weren't allowed to do that, as a result of the reaction to the corrective action plan. I would say we eliminated some things that were outdated or unnecessary, like some financial needs testing language. I stopped the communicating via solely via memo. All communication via memo. Training via memo. I mean, that kind of stuff just doesn't work. It's a good backup, but you can't rely on just written stuff.   Carol: No.   Lea: I cut out what I saw as unnecessary multi-layers of approvals for things as simple as a payment for a service to a consumer would have to come all the way up to the administrator's level if it was, I think, over $2,500. And I was like, this is ridiculous. We really started making a culture shift, I think, from com

In this powerful new episode of Manager Minute, host Carol Pankow sits down with renowned researcher and educator Dr. Jim Herbert to unpack one of the most urgent challenges in vocational rehabilitation today: counselor turnover and retention. Drawing from his brand-new national study on RSA-funded personnel, Jim breaks down the real factors that influence whether VR counselors intend to stay — or walk away. From organizational support and supervisor relationships to workload, generational values, and work–life balance, Jim reveals why retention is a "whole system issue," not a single-variable problem. He also shares bold, practical solutions for VR agencies, including flexible scheduling, paid internships, rehiring retirees, strengthening supervision practices, and his attention-grabbing recommendation of a 32-hour workweek at full pay. As a new partner with the VRTAC, Jim also previews upcoming national recruitment and retention initiatives — including a new toolkit for VR HR teams and direct clinical supervision work with a selected state VR agency. This is an episode every VR director, supervisor, and counselor needs to hear. Listen now and join the conversation about the future of the VR workforce.   Listen Here   Full Transcript:   {Music} Jim: Supervisors play an understated but really critical role in the relationship with their counselors and how that contributes to them staying or leaving. What I suggested was moving to a four day, 32 hour workweek at the same pay. What are you doing to try to address this? What's working for you, and then be able to kind of put that in a toolkit or a resource? We want to share that nationwide. So I'm looking for a state VR agency of supervisors and say, yep, let's tangle with that academic from Penn State. Let's do it.   {Music} Intro Voice: Manager Minute, brought to you by the Vocational Rehabilitation Technical Assistance Center. 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 Doctor Jim Herbert. Jim's a long time researcher, educator and advocate for the field of rehabilitation counseling, and I'm thrilled to share that he will also be working with us on the VRTAC grant in some exciting new recruitment and retention efforts. And today, we get to talk not only about Jim's earlier research on counselor turnover, but also his brand new national study on the long term effectiveness of RSA training and what predicts whether VR personnel intend to stay or leave. So, Jim, this makes me laugh to ask you this. How are things going in your retirement?   Jim: That's right. Yes. As you know, I recently retired, quote unquote, effective July 1st. I'll just tell you that I'm in what they refer to as the honeymoon phase. So basically it's like, oh, I love it. So while I continue to do academic work, such as the project that we're working with you guys on, I'm really super busy with nonacademic projects like gardening and landscaping. And as you saw, we just got a new puppy who consumes quite a lot of my time, so it's going wonderful.   Carol: I love it, I just have to chuckle because you are the busiest retired guy I know, so we were glad we could snag you.   Jim: I'm glad to be snagged.   Carol: That's awesome. So today we're going to dive into a topic that hits close to home for every VR professional. Why rehabilitation counselors leave the field, and what keeps others committed for the long haul. So let's start by imagining a counselor with a full caseload, endless paperwork, competing demands someone who came into this work to make a difference, but they're now struggling to stay motivated. What makes some counselors walk away while others find ways to stay the course? So let's dig into your work. So, Jim, what first drew you to studying counselor retention and turnover in VR?   Jim: Well, as we'll discuss a little bit further, everything else in terms of VR and my work in VR, I have a long history and frankly, a long affection for state counsellors. 40 some years ago when I got into this field, I got to work with a lot of VR counselors and I have so much respect for them in the work that they do. And over the last couple of decades in particular, things are becoming increasingly more and more difficult. And so as we'll  talk a little bit, maybe we can get into like your first questions about, well, which I think is a critical one, like, well, why is it that some counselors stay and why do others leave? And so, you know, when you look at that a little bit and feel free to interrupt me because, you know, many academicians, we tend to be a little bit long-winded.   Carol: You're a talker, Jim.   Jim: There you go. So, you know, when you look at it, it's really a combination of individual and situational factors. You know, when you ask counselors, well what attracted you to this? And I think people get drawn into the profession because they want to make a difference. They see people that need help and they feel like, hey, I'm in a position maybe I can offer support or direction and services can make a difference in their lives. So I think that's a big part of it. And then also as a result of that, why they get into that field, I think what happens is over the years, things start to change. They start thinking like, geez, you know what? I thought I got into this field, the job was going to be this way. And really now what I'm finding is it's not that way, or what happens is the thing that drew me in terms of the interaction with people and making the impact. I find myself spending more time with the documentation process and all the rules and regulations, and not as much time to really that I would like to having that one on one contact with people. So I think what happens is their job, their satisfaction changes as a function of kind of, you know, over that period. The other thing I'll just say to expand on why some people stay and why they walk away. I think one of the things in the beginning, especially with new counselors, their knowledge about the world of work and the job as a state VR counselor.   They have a different understanding of what that's all involve. Okay. And one of the things that I think is important to, particularly those individuals, maybe in your audience who are thinking about being a rehab counselor, either switching in or pursuing training. One of the things that I try to stress with my students is make sure you get lots of experience. So while you're going to school and getting your education, do that volunteer work. Do a practicum. Do an internship with a state VR agency. I've said this a thousand, but certainly lots of times I'll say you'll learn more in the field from any lecture that I'm going to give or any rehab professor. So I think what happens with particularly newer counselors, they have a limited understanding about what is this job about and what do you need to do to be a successful rehab. So we only know what we know. So their expectations, I think they get a little disillusioned. A second thing though, as I said, the work of a VR counselor counselor's tough stuff. You know, you look at the research over the decades about things that impact rehab counselors decision and what is the things that they don't like. So lower salaries, comparison to other kind of counseling positions, high caseloads, the paperwork, lack of supervisory support, particularly in the area of clinical supervision.   And we get a chance. I can talk about that a little bit further. There's also, I think, an incongruity between what a counselor has interest in their needs and what they're motivated by and what exists in the work environment. Those factors definitely contribute to work satisfaction. And the other thing we can talk about this in terms of our study, lack of autonomy, the inflexibility, you know, with work schedule and then obviously, you know, kind of personal reasons. So you've got all these factors that counselors have to have some resiliency to try to navigate all these kinds of challenges. And I think that's the key difference. What is it that counselor a can because they all have all these same challenges. Why is a say I can negotiate this whereas counselor B and I can't do that. And I think that probably over simplistic explanation is there is a resiliency for that. Counselors like I can take all of these and then I can look at yep, these are problems. But these other things still are important to me. And I can still kind of navigate that. And then the final thing, and I've become more and more aware of it over the last couple years, multi-generational workforce. So people are living longer. I mean, I, you know, I'm a baby boomer. I think technically I think I'm a late baby boomer, but so basically I'm ancient.   But we have people, you have the Gen Z, and I think that's the group from 97 to 2012. You got the millennials born, you know, 81, 86. You got the Gen Xers and those when you talk with people from different generations. When I talk with my students who mostly the Gen Z millennial type. They have a different view about the world of work. And basically if I had and again, this I don't mean to stereotype, but I think there's some validity in this. And I have a son who's 28 years old and he'll say, dad, you work too damn hard. And so the thing is, is like what he's saying is, and I think others of his generation, there's more to life than work. And so when I look at work, while that's important, I don't have the same kind of importance necessary that you might attach to it. And in fact, what I'm really looking for is a better balance, work life balance. And this is where state VR agencies, I think, kind of fall down because we need to kind of how do we kind of create that better balance so that we have, particularly the younger ones who we invest a lot of money, effort, we want to retain them. We don't want

In this episode of Manager Minute, host Carol Pankow welcomes Dr. Chaz Compton and Dr. Meera Adya, co-directors of the new National Vocational Rehabilitation Technical Assistance Center (NVRTAC). They discuss how the Center builds on decades of innovation in vocational rehabilitation (VR) to unify training, evaluation, and technology that strengthen state VR agencies across the nation. Partnering with The George Washington University, the National Disability Institute, CSAVR, YesLMS, Case Review Solutions, SaraWorks, and Intellitech, the NVRTAC delivers comprehensive technical assistance to enhance performance, fiscal management, and employment outcomes for individuals with disabilities. Key initiatives include AI-driven tools such as SaraWorks and Case Amplify, designed to reduce administrative burdens and capture real-world impact. The team is also launching leadership and fiscal talent development programs, expanding recruitment and retention efforts, and embedding continuous evaluation across all initiatives. Their goal is to achieve measurable outcomes, real change, and a stronger, more efficient VR system serving individuals with disabilities.   Listen Here   Full Transcript:   {Music} Chaz: Right now, not ten years from now, but right today, we have the capacity to. Turn our administrative burden into an AI driven function that alleviates that burden.   Meera: Input is getting provided at the beginning and the middle at the end all over again. It really is that measurable and real change and ongoing calibration towards that is our North star.   Chaz: And having actual measurable outcome improvements. So simple as that.   Carol: That sounds good. How about you? What do you think?   Meera: Nothing to add. Measurable outcomes. Real change. Drop the mic.   Carol: Boom! I love it.   {Music} Intro Voice: Manager Minute, brought to you by the Vocational Rehabilitation Technical Assistance Center. 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 my close colleagues, doctor Chaz Compton and Doctor Meera Adya, Co-project directors of the new National Vocational Rehabilitation Technical Assistance Center, or VRTAC for short. So woohoo you guys! I'm so excited to have you here. How are things going Chaz?   Chaz: Wonderful. Very busy and very happy to be here. Thank you.   Carol: Excellent. How about you, Meera? How's it going?   Meera: Pretty good.   Carol: Awesome. Well, glad to have you both. I just want to give a little bit of history for our listeners. The Vocational Rehabilitation Technical Assistance Centers have a long and rich history rooted in the Rehabilitation Act itself. And from the very beginning, the act recognized that helping individuals with disabilities achieve meaningful employment requires more than just funding. It requires a system of continuous learning, innovation and improvement. And that's why the Rehabilitation Services Administration has long invested in national technical assistance centers to strengthen state VR agencies, build staff capacity and ensure programs stay aligned with evolving regulations, Relations, research and best practices, and over the years, these centers from the early TACE centers to WINTAC and the QM and QE and AIVR TAC and all the things, and now the new NBR tech have become the backbone of progress in our field, helping translate policy into practice and ensuring that the promise of the Rehabilitation Act remains strong for the next generation. So let's dig in. Gang, can you tell our listeners a little bit about yourselves and your journey into VR? And, Chaz, I'm going to kick it to you first.   Chaz: Okay. Gosh, it's been 40 years now. Hard to believe. I started with a community rehab program 40 years ago this year.   Carol: Wow.   Chaz: A few years later, I moved into the public VR program in California. I was a counselor, a supervisor, and then a district administrator and got my doctorate degree at San Diego State University and moved over and directed the TA Center 15 years ago, and then the WINTAC and then the VRTAC-QM and now the what we call the VR TAC, the national VRTAC.   Carol: That is awesome. I did not realize it was 40 whole years. Chaz, I think we're pretty close in age to each other.   Chaz: It's been a while.   Carol: Meera, how about you? How'd you get your journey into this world?   Meera: Well, my work has always been at the intersection of empiricism and law and policy. So I'm a researcher and evaluator. I've done projects looking at how people with disabilities can be successful in workplaces and communities, thinking about inter work and the VR system. More specifically, I became engaged first as a partner, leading the program evaluation for Interworks Wintech centre. And then Chaz convinced me to come to Interworks continue doing what I was doing by taking the lead on the program evaluation for the VR, QM, and then our portfolio at Interworks has grown. Now there are several disability innovation grants and customized employment projects in addition to the TAC that we are leading the evaluation on. And Chaz then offered me the opportunity to continue growing my work, and here I am as the co-director of the center as a whole, and I'm honored and thrilled to support Chaz and our team. Take the work with VR and its partners forward to improve outcomes for people with disabilities.   Carol: I love it Meera, and you're a good addition, and we're really happy to have you as the Co-project director, too. So what is the overarching purpose of our new VR TAC?   Chaz: It is to provide technical assistance and training that will help VR agencies and their partners improve service delivery and increase the quantity and quality of employment outcomes for individuals with disabilities being served by VR program and their partners. Our major focus areas include helping agencies effectively manage the program, the performance of the program, the fiscal side of the program and their resources, and helping them identify and implement effective employment strategies and practices that accomplish the overarching goal of helping improve outcomes and service delivery. That's the big picture.   Carol: It is cool because it's like soup to nuts. I think sometimes, you know, the previous TAC, you know, they had very kind of more specific focus. And then with the QM and like QE too, you know, it expanded. But now we've got the whole shebang in one place.   Chaz: Mhm.   Carol: Very fun. Meera do you have anything you wanted to add to that?   Meera: Sure. I was just thinking about all the work that Chaz has been doing, the messages he sends us and how we've come together and so far trying to put it into an encapsulation. I've been coming up with one team or his words, but I think just such a good representation and you'll see that now in our messaging going forward, but also a yes. And we don't say no. We find a way to work together and is so what, what is the measurable change that's going to result from the work we do? I think you're going to see that over the next five years constantly coming up.   Carol: Yeah, I like that, Meera. You got to keep us grounded in that. About the so what? So what we can do lots of activities. But so what about them? And I see, Chaz, you're smiling at me because, you know, I'm an activity person. And it's like, but what's the benefit from what we did? So how does the new TAC build on the work in the lessons that were learned from all the previous work?   Chaz: Well, to say we've learned some lessons along the way, especially in the last ten years, would be an understatement. There have been the implementation of WIOA and all of the requirements associated with that, living through all of the implementation with agencies, helping them respond to that effectively, looking at the demographic shift in the field to youth, where now the majority of the people we serve are 24 years of age or younger. Looking at going into and out of Covid and how that changed service delivery, how the fiscal landscape of the program changed accordingly, how we have seen the pendulum shift fiscally from one side to the other and now back again. All of that has helped inform, I think, the development of our technical assistance and the training and the way we go into this new center. So we have just a bunch of lived experience, if you will, along with agencies. So what they have gone through, we have gone through with them, and I think we can help them successfully navigate the future. And while at the same time responding to the challenges that they face right now. So all of that, I think, really has laid an important foundation for the VRTAC and the work we're going to be doing with agencies.   Carol: I think you hit the nail with that. I think about all the last five years, even the work I've done and our team has done and how deep we got in with agencies like it felt like we were part. I often talk when I'm in at agency, I talk about we like I'm part of them because you're enmeshed in everything they're doing and their systems and their people and their meetings and all of their things. You become so ingrained with them. It really helped you to get such a clear picture of what was happening and helps really get maybe at the root of some of the issues and to develop that work fundamentally so that the seeds we laid could really grow and germinate and keep going forever and keep growing and growing and growing. So it isn't just a one shot. We did a little quick training and we're out of there. It really became such a deep lesson. Meera, how about for you with that lessons learned? I'm sure evaluation wise there are things you were thinking about as well.   Meera: Oh, absolutely. We have all of our past evaluation reports and findings, and we can keep looking at those. And I certainly keep bringing them up whenever it

In the final episode of Manager Minute, host Carol Pankow closes out the series with a powerful conversation featuring Chanda Hermanson, Director of Montana Combined Vocational Rehabilitation (VR). Chanda's lifelong passion for the field—shaped by family connections and early volunteering—has guided Montana's innovative approach to serving people with disabilities across a vast and rural state. Together, they reflect on Montana's recent breakthroughs, including legislative support for counselors, expanded telecommunications access, and the funding of a Blind Adjustment program. They also discuss the tough but necessary decision to enter Order of Selection, and how aligning with state priorities in behavioral health and foster care strengthens VR's impact. This inspiring finale reminds VR leaders nationwide to stay mission-focused, innovative, and unwavering in their commitment to meaningful employment opportunities for all.   Listen Here   Full Transcript:   {Music}   Chanda: What are their priorities? The people that are making these decisions. Who's the chair of the committee? What do they want? Right. And really figuring out what the governor's office priorities are. These types of things. And then figuring out how to get ourselves into those conversations. Listen, listen, listen and then infiltrate.   Carol: I know you don't have a crystal ball, but if you did, what do you have for some thoughts on what VR leaders need to pay attention to and what's on the horizon for VR?   Chanda: That's tough. I wish I had a crystal ball. I think all of our crystal balls are broken right now.   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 Chanda Hermanson, director of Montana Combined. So, Chanda, how are things going in Montana.   Chanda: It's good, busy, busy work and lots going on, but going good overall.   Carol: Well, it's so great to have you back on the podcast. I looked back through the archives. Saw you were last with me November of 2021 and we were talking about, "Is Your Fiscal Management Managed Building a Solid Foundation for Fiscal Fitness". And you've done and you continue to do so, an outstanding job assembling a stellar team to support the fiscal side of the House. And of course, Anna Montana is one of our very favorite people. So for our listeners, I had the opportunity to reconnect with Chanda during the region eight meeting in South Dakota, and 45 incredible staff from the region came together for training, connection and sharing and it was a really fun two days. Eric, director of South Dakota General, was leading a portion of the meeting and folks were going around sharing about challenges and opportunities when it got to Chanda. She shared some truly inspiring things happening in Montana. And I thought right then and there. That is what I want to talk about on my last podcast. Over the last five years, we've covered so many meaningful topics, and we need to go out on a high note. This is our 54th and final episode of The Manager Minute. So together we started conversations, started a movement of rapid and meaningful engagement, tackled tough topics like order selection and finance work to bridge the gap between the DSA and the DSU highlighted so many innovative Diff grants and exciting initiatives from across the country. I truly believe we've helped plant seeds of change nationwide, so let's dig in. So, Chanda, for those who may not know you, can you remind our listeners about your background and how you got into VR?   Chanda: Sure. I have been in the field about 20 years formerly, but I was in the field volunteering and doing other things previous to the formal employment with Voc rehab. My parents both worked in the field, so I was lucky enough to grow up in a household where this was our daily dinner conversations, and my parents and my siblings are recipients of Voc Rehab services, so the program's near and dear to me. When I was 19, the Montana started the Youth Leadership Forum. That was my mom's program at the time, and I was able and told that I she needed volunteers to work this summer program for youth with disabilities. And I came home and helped through that and fell in love with the work more directly than I did growing up. So since then, I tried other things along the way. But this is definitely where I'm meant to be and I'm so lucky to be here. I love it.   Carol: That is super cool. I didn't remember that about you, I love it. My mom, she had been volunteer coordinator at our state hospital back in Faribault, Minnesota when I was growing up, so I remember very well going with her and helping, and I would volunteer for things and ended up working there before it closed and kind of just gotten into the whole field of disabilities. So our parents definitely can help us, like lead the way. That is just cool.   Chanda: I didn't realize you had also.   Carol: Tell us about Montana Combined, how many staff and consumers do you serve? And kind of what's your budget?   Chanda: Like our budget's about $19 million a year annually, give or take, where things are going on. We have about 100 staff supporting the rehab program in our blind and low vision service programs, too. So that's the number of staff we have on board. We also have separate things out differently. So we have Pre-ETS in there. They're their own bureau. We have blind and low vision. They're their own bureau. And then we function together as a combined voc rehab program. Though we are serving about 5000 people under voc rehab and 3000 students in Pre-ETS.   Carol: Wow. So you're not small. Sometimes people are thinking, oh, maybe you're from a small state. You're not a smallish program, you're more a mid-size.   Chanda: And people are very far apart here. The numbers maybe don't look that much, but when you need to get to everybody in every corner of Montana, it's a trek.   Carol: Yeah, and travel is rough. Like, it's not an easy haul.   Chanda: No.   Carol: So let's talk about your good news. What exciting developments do you have to share?   Chanda: Yeah. So we just ended our 2025 legislative session in May. Our legislative body meets every other year for 90 days. So it is a fast and furious process. But we survived. That's always the first thing we did get through it. But we did get out pretty successfully compared to a lot of our peers in public health and human services and a lot of other programs just statewide. We went into the session asking, well, just start this off to we are lucky enough to traditionally get our state match without a problem. It's always just part of what they, it's our start of our base budget so that we are fortunate for that. Where we struggle is our staffing levels and getting the appropriation to get the FTE, we need to really provide a quality service to people more than managing those cases. We don't have autonomy over the number of employees we can hire, so that's always our struggle. So we went in asking for four FTE to support the individualized placement and supported employment model, and serving the serious, disabling mental illness population for counselors for that project and then one FTE to work in the state hospital. We are in and out of the state hospital, constantly taking applications and helping people prepare for work before discharge. We just thought that it would behoove us to actually just have a staff member in the hospital setting, rather than being disruptive going in and out. We also, outside of Oak Ridge, have asked for some more appropriation to support our telecommunication access work and two more FTE there, just given the high increase in need and work. And then we also requested funding and an FTE to create a Blind Adjustment program to meet the gap in services that we created when the homemaker was no longer allowed as an employment goal. So those were our asks. We didn't get everything we asked for, but we did come out with two new counselors for the STMI-IPS work and our telecommunication money into FTE. So while that's not directly related to VR, it does help our voc rehab program and help those participants in gaining access to equipment and services to make sure their communication needs are met. And then we also did get the funding for the Blind Adjustment program. So that was really exciting. It's been hard for us to turn away people that are going through the onset of vision loss, and if they're not really wanting to talk about work, it's under the age of 55. That's definitely been an area of opportunity. So we're excited to get to serve those folks now in a different way.   Carol: That is super amazing, because it's almost like unheard of lately where people have kind of good news where you went in, you asked for these things and you got stuff.   Chanda: That some of it not all, but some of it. And I also we didn't ask for it. It wasn't part of our decision package request. But our providers did a great job lobbying this year and they got themselves a couple of provider rate increases, so it amounts to about a 17% provider rate increase. And so that comes along with more state general funds. So that's going to give us more ability to draw down some realignment that maybe we wouldn't have been able to if those guys didn't lobby for those provider rate increases.   Carol: So good on you. That is pretty incredible. I know IPS is a really popular program across the country and successful. It's wanted and very foundational. It's got good statistics about what has happened with that. Your telecommunications project. You talk a little more about that, what it all does.   Chanda: Yeah. Our telecommunication access program provides phone equipment and maybe cell phones or some of your old big button phones and different speaker system type of things th

Finance doesn't have to be scary. In this episode of VRTAC-QM's Manager Minute, Kat Martin, Finance Director at the Oregon Commission for the Blind, joins Carol Pankow to break down the complexities of government finance in vocational rehabilitation. Kat shares her journey from the private sector into VR, the lessons she's learned managing federal and state dollars, and the difference between budget authority and actual revenue (spoiler: it's not as simple as it sounds). From making reports accessible for blind colleagues to explaining why finance people should bepartners—not compliance enforcers—Kat offers practical advice, thoughtful insights, and a healthy dose of humor. Whether you're new to VR, leading a program, or just finance-curious, this episode delivers the wisdom you didn't know you needed—plus a little reality check on what it takes to manage complex funding with heart and clarity.   Listen Here   Full Transcript:   {Music}   Kat: It took me a bit to wrap my head around was the difference between budget and revenue. I like the way my executive director describes it to other directors. You have to be paying attention to what's going on with your budget, not because that's the amount of money you have to spend, particularly with federal funding. That is what you have authority to spend. That doesn't mean you have that revenue to spend. If somebody has helped you out, pay it forward, help the next new person out that got their eyes crossed and looking overwhelmed when they're trying to figure out what in the world is re allotment, let alone carryover and maintenance of effort.   Carol: Oh my gosh.   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 Kat Martin, finance director at the Oregon Commission for the Blind. So, Kat, how are things going in Oregon?   Kat: They're going well. We're getting started on a lovely summer and a new biennium and trying to close out the old ones. So, you know, busy is always in the finance department.   Carol: Yeah, all the things. Nothing like getting the finance director like turnover of a state year and all that. I know you got a lot of things going on. So as the QM grant is winding down, I thought it would be great to hear from a respected VR finance director, someone who's walk the walk. Kat has been a standout voice in her fiscal management community of practice, sharing advice that's grounded, real, and incredibly helpful. So, Kat, let's dig in. So, Kat, can you tell our listeners a bit about your career journey and how did you land in your current role?   Kat: Sure. Thanks, Carol. I worked in the private sector for the first decade or so of my life and realized after about a decade of that that I really needed work that spoke to my heart. And coming from a family of educators, I was a little too late to go back to school and get my teaching credentials at that point in time. But I decided to pursue mission focused organizations that were helping others. So I worked for about six years for a law firm that represented the disabled and injured individuals before the Social Security Administration and the Washington State Department of Labor and Industries. And then I went into public education for about 15 years. About five years ago, I left public education and came to work for the Oregon Commission for the blind. And it was my first role in the world of vocational rehabilitation. So it was a new experience for me. I love a good challenge and it's been that for five years.   Carol: That sounds amazing. I always love to hear how people kind of make their long and winding road into VR, because none of us ever usually get here very directly. So I know when you and I chatted before, you have just some great perspective on any role you take. How do you go about building that solid foundation when you start a new role?   Kat:, You know, I came up through the accounting departments, specifically accounts receivable. So I was working with invoicing and collecting bills, and I experienced a lot of success in those jobs, so much so that I was moved into first supervisory and then management positions and eventually the C-suite role. And when I moved into my first CFO position, I worked with an amazing campus president who talked with me about the fact that my focus up to that point in time as the director of accounting for the organization and my prior professional experience, had been very much compliance focused. And that as her new director of finance, she needed me to be more of a fiscal partner to not only herself, but my peers on the leadership team. So, you know, that took me a little bit to figure out, because when you've been doing it for decades, it's easy to be a compliance goon. It's a little more difficult to figure out what being a finance partner looks like. I recognized that particularly when I was starting a new role like the one I did in VR five years ago. It was really important for me to understand who I needed to form relationships with, what the systems were that I was going to be utilizing to complete my work and to manage those that were completing the day in and day out of the accounting work that we were doing. And then also what were the policies, procedures and standards? So when I start a new job, I like lay out my first 100 days and I create myself a little Venn diagram that is all about those three things where at the intersection of that right in the middle, that's the work that I'm going to be doing for the organization planning, organizing, directing and monitoring their finances and the fiscal health of the organization.   Carol: I love that you have that people, systems and processes. I mean, I think that sweet spot in the middle where all of that intersects is really wonderful. You've talked to me before about this whole compliance goon fiscal partner, and I do like that approach. Can you talk a little more about what that really means to you and kind of how that's played out?   Kat: Yeah, it's really about people and about relationships in a vocational rehabilitation agency. We are helper humans and even fiscal employees, accountants, your travel coordinator, your payroll specialist. They need to be helper humans as well, because it's easy to get all wrapped up in the way we have to transact these certain things or the deadlines that the state lays down. If it's an enterprise wide system that you're using and sometimes lose sight of the fact that the people we are serving are actually the employees who are providing the direct service to the blind Oregonians that we serve at the Oregon Commission for the blind. So I have worked very hard to develop that in myself. And the way I've accomplished that is beginning first with the people I'm going to be serving and whether that's my boss, my peers, my employees, that to report directly to me, my employees that report indirectly to me or those other individuals in the larger organization, like the state's chief financial officer and the state's legislative fiscal office, and maybe the procurement office and the Payroll Services Office to make sure that I know what our place is, but also how we can provide the best possible services within that matrix that we operate in to those eventual end users that we're there to serve so that they don't ever have to worry about, am I going to get paid on time? Is my computer going to be working? Those kind of things I tell my staff when we're doing our jobs exceptionally well, nobody knows what we're doing. And then that allows them to focus on the work that they're doing with our clients.   Carol: How long do you think it takes, really, to get settled, especially coming into VR for a finance person? How long do you feel like you know what, I got this, I feel proficient what I'm doing because I think people have this idea that can come in. I was an accountant here or a CPA, or I've done something else. But you come into this program. How long do you feel it takes you to really get a handle on what's going on.   Kat: A full fiscal cycle in the state of Oregon, we operate on a biennium, so that's a full 24 months. I had been with the agency for two years before. I really felt like, oh, now I'm repeating things and there's a lot of repetition in a finance role, regardless of what role it is, there's a lot of repetition. But what makes it complicated in the VR world, in my state, for instance, is we have state fiscal years that end on June 30th, and then you have your federal fiscal year that ends on September 30th. So right there, those two things are out of sync. And then the VR awards in particular, are the most complicated revenue stream I've ever worked with. Braid those in with the general fund that you have to be on top of, which is truly available to you, and you can sometimes lobby for more. But there's a lot of politics and personalities that you have to deal with when you're trying to obtain more general fund for your agency, and then the limited amount of other funding. So I have been working as a finance director since 2009, and I would have to say that these last five years, it has been the most complicated fiscal management for an organization that I've ever touched upon in my career up to this point in time, because of those complexities between the state and the feds in fiscal years that don't align. And we're on a biennium where, you know, the federal awards are one year, and maybe you can get carryover if you do all the things you got to do to meet the requirements around March to get there.   Carol: And you're confirming what the feds say, because David Steele, who's the unit chief for the fiscal unit at RSA, he often says this is the most federally complex grant. And I remember hearing him a long time ago thinking, is it r

Get ready to be inspired by Project AccessTECH, a bold, nationwide initiative that's breaking down barriers and reshaping the future of tech employment for people with disabilities. In this episode, Carol Pankow welcomes Dr. Ayse Torres, Associate Professor in the College of Education, and Dr. Javad Hashemi, Professor in the College of Engineering and Computer Science at Florida Atlantic University, into the VRTAC-QM Studio. Powered by Florida Atlantic University and funded by the Disability Innovation Fund, Project AccessTECH delivers hands-on, cutting-edge training in cybersecurity, cloud computing, and 3D printing. Participants gain real-world experience through paid internships with industry leaders like Dell — all through a fully accessible, nationwide program that opens doors to sustainable careers and helps reshape employer perceptions about disability. Whether you're part of a VR agency, a tech employer, or an aspiring participant, Project AccessTECH is redefining what's possible. Listen today and join the movement!   Check out these informational links: AccessTECHnology Program web site. AccessTECH Introduction Video     Listen Here   Full Transcript:   {Music}   Ayse: By combining tailor training, hands on internship and soft skills development, we could not only help participants thrive, but also redefine how employers view disability in the tech world.   Javad: We bring the element of technology, high tech education and education of people with disabilities in key areas that we believe the nation needs.   Carol: This is a national initiative and participants can join from anywhere. Correct.   Ayse: That is absolutely right.   Carol: Ahh, it's excellent.   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. I'm excited to have two distinguished guests in the studio today. Doctor Ayse Torres, associate professor in the College of Education and Doctor Javad Hashemi, professor in the College of Engineering and Computer Science at Florida Atlantic University. This cracks me up because Jeff and I talked before we were recording today, and what? We haven't had such two distinguished guests on the show like you all. So glad you're here. So, Ayse, how are things going for you?   Ayse: I'm doing great. Thank you. It's exciting to be here, and I'm really looking forward to talking more about our Project AccessTECH.   Carol: Yeah. Me too. Me too. Javad, how about you? How are things going for you?   Javad: I'm doing well as well. Thank you. And thank you for this opportunity to talk to you about our new initiative, the center. It's very exciting, and there is a lot to discuss.   Carol: Well, it is very exciting. And I had a chance, I was on your website and I was reviewing the video and I'm like, oh my gosh, I got super excited. I think everybody across the country needs to hear about what's going on with your project because it is super important. So for our listeners today, we're going to dive into the Disability Innovation Fund Group F grants and funded through the US Department of Education's Rehabilitation Services Administration. And we're spotlighting a bold national initiative to design and test new strategies that help youth and adults with disabilities successfully transition into competitive, integrated employment. And Florida Atlantic University is one of 27 grantees leading this charge. Their Project AccessTECHnology is already generating attention for its focus on creating pathways into high demand technology fields like cybersecurity, cloud computing, and 3D printing. But I don't want to steal your thunder, so let's hear directly from the team behind this exciting work. So, Ayse, let's start with you. Can you introduce yourself to our listeners and tell us about your role at FAU and with the AccessTECHnology Project?   Ayse: Absolutely. My name is Ayse Torres, and I'm an associate professor in the departments of Cancer Education, Electrical Engineering and Computer Science and Biomedical Engineering at Florida Atlantic University. My background is deeply rooted in vocational rehabilitation, where I help individuals with disabilities transitioning into meaningful careers. I worked in different capacities at the Division of Blind Services and Division of Vocational Rehabilitation in Florida for the past eight years at Florida Atlantic University. I focus on developing evidence based strategies to enhance employment outcomes for people with disabilities. With the AccessTECH Project I serve as the principal investigator. This project is an amazing opportunity to work with incredible partners like Doctor Javad Hashemi, associate Dean of the College of Engineering and Computer Science and Dean from the same college here at Florida Atlantic.   Carol: I just think that is the coolest thing. I could not believe your background when you were telling me you were part of the rehab counseling program to I'm like, what is happening? This is like mind blowing. I think this is an amazing partnership. So Javad, same question over to you. What's your role at the university and how are you involved in the project?   Javad: Thank you for asking the question. My name is Javad Hashemi. My training is in mechanical engineering. I'm a professor of mechanical engineering, but I've done a lot of research, for example in both mechanical engineering and biomedical engineering. I'm also the associate dean of research for the College of Engineering and Computer Science. My role is to coordinate research activities at the college, within the college, and between our college and other colleges. So this AccessTECHnology is an example of the type of initiative that the College of Engineering and the College of Education together have initiated, and this AccessTECHnology program. We bring the element of technology, high tech education and education of people with disabilities in key areas that we believe the nation needs.   Carol: This is so exciting. Ayse, how did the idea for this even come about? Like, how did you two get connected and come up with this awesome project?   Ayse: This is a great question. The idea really came out of our long talks with Doctor Hashemi and our partner, Doctor Tim Tansey, at the University of Wisconsin-Madison. We saw the unmet needs firsthand while working with people with disabilities, and we knew the tech sector is booming. But too often people with disabilities were left out because of several barriers. But these barriers sometimes related to training programs or employers feeling unsure about hiring, well, that's where this collaboration with Doctor Hashemi and the College of Engineering came into play. We ask ourselves, what if we created a program specially designed to bridge these gaps? Well, by combining tailored training, hands on internship and soft skills development, we could not only help participants thrive, but also redefine how employers view disability in the tech world.   Carol: I'm just like in I think this is super cool and I don't know anyone doing anything like this anywhere else. So can you guys walk us through the program? Like what are participants going to experience? From the training tracks to the whole certifications and internships? Lay it all out there.   Ayse: What's happening, of course, AccessTECH is divided into three main phases. First of all, we begin with Tech Prep, which is a program designed to build participants confidence in foundational employment soft skills. Then we move into specialized training tracks. Participants choose one of the three areas based on their interest and career goals. Cybersecurity, cloud computing or computer aided design and 3D printing. These tracks are hands on and immersive, running for 3 to 6 months and ending with a certification that's recognized across the industry. And lastly, participants engage with Paid Internship, which I highlight its paid internship with our industry partners like Dell Technologies. These real world experiences give them the chance to apply their skills, build professional networks, and gain footing in competitive workplaces. Our partners play a huge role here, not just by offering internships, by fostering rich environments that truly welcome different talents.   Carol: So I know you mentioned Dell, who are like your other key partners in this initiative. And are there opportunities for other people to get involved as the project expands?   Ayse: We have been building an incredible network of partners. This includes state vocational rehabilitation agencies across the country, community rehabilitation programs, and employers in the tech industry. Our advisory board also features stakeholders from disability organizations, local leaders and people with disabilities to ensure we are aligning with real community needs. Well, this is a great place to say, Carol, I'm just going to go ahead and say, for those who are interested in getting involved, we are always looking to expand our network. Whether you're an employer who wants to host interns or in agencies seeking resources for our clients, there is a place for you here in AccessTECH. Doctor Hashemi, what do you think?   Javad: I think it's exactly right. We have an advisory board that consists of more than 15 local companies. And all of these companies have committed to support this initiative. They're all very excited. And as we are advancing in the project, we are contacting and recruiting more companies. I think I had an idea to expand this to other states. We're going to pursue some of the venues that Ayse has thought of, and I think this number of companies will expand. The good thing about the program is that it can be done online. For example, the company could be in California, they could hire somebody in Pennsylvania, and the person in Pennsylvania can do this, that work

In this episode of Manager Minute, host Carol Pankow sits down with Cora McNabb, Executive Director of Kentucky Combined, for an honest, in-depth conversation about how her agency is responding to the rising fiscal pressures in vocational rehabilitation. Facing skyrocketing service costs in the wake of the pandemic, McNabb shares how Kentucky made the tough but necessary decision to implement an Order of Selection. She walks through the agency's strategic approach, including cost containment measures like staffing freezes, policy changes, and clear, consistent communication. Listeners will gain valuable insights into: ·       Using data to drive timely and effective decisions ·       Building transparency and trust through fiscal openness ·       The power of collaborative leadership in times of change ·       Why engaging RSA early and assembling diverse internal teams makes a difference This episode offers practical advice and real-world examples for VR leaders and decision-makers working to maintain service delivery in a rapidly evolving landscape. Tune in and be inspired to lead with clarity, collaboration, and a commitment to sustainability. Listen Here   Full Transcript:   Cora: How quickly things can accelerate, because you can be okay one month and then a lot of case service costs hit in the next month. Oh, you're not looking so good.   Carol: Having that bigger group. Looking at the situation, I think more minds make for better observations about what's happening in perspective. You can't do this by yourself   Cora: moving forward, I think that we're going to have deeper dives into the programmatic and fiscal data at our meetings than what we were having.   {Music} 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: Joining me in the studio today is Cora McNabb, director of Kentucky Combined. Cora, it's so great to see you. Thanks for being here.   Cora: Thanks for having me.   Carol: Well, so over the last five years, the fiscal landscape for the VR program has been shifting, and the pandemic had led to a slowdown in spending as customer demand decreased. But now things are ramping up again, including inflation. In March, I recorded a podcast featuring RSA in Indiana, combined director Theresa Kolezar on this very topic. CSAVR also highlighted it in a general session, and the VRTAC-QM released a tool to help state VR agencies navigate order of selection. Today, I want to have a real time discussion with Cora about how she and her team are navigating the order of selection process in Kentucky. As one of our more seasoned state directors, she's in the midst of working through these challenges, and I think it's important to hear firsthand what that looks like. So let's dig in. So, Cora, can you tell our listeners a bit about yourself and your journey into VR?   Cora: Sure. I started out in the early 90s in a nonprofit organization. I never finished college. And so about that time, my mom died and I decided to go back to college and finish. And I did a practicum in the nonprofit, and from there on, I was hooked. And it was actually a sheltered workshop at that time. And I started out in vocational evaluation. That was around the time, if you remember, supported employment started to grow. And so I had the privilege of starting that and taking over the oversight of the supported employment program. And I was there for about 14 years, and then we moved from Indiana to Kentucky. And I really didn't even want a job right away. But there was an opportunity to be an administrator for the blind agency. And I took that job. And so 20 years later, here I am and I've been the executive director. This is my sixth year.   Carol: Wow. You have a very similar background to me because I started out in that world too, of sheltered work, and then when supported employment came around, ended up leading actually in our state hospital, one of the programs to get our folks out into the community working in supported employment. It was so crazy. I look back at that and how far we've all come. That's pretty cool. So how big is the VR program in Kentucky? Like how many staff and customers do you serve and what's your budget look like to give people kind of a sense of scope?   Cora: Our budget is probably around 90 million. That includes everything. Last year we served about 40,000, and that would be also including pre-employment transition services in there. And so currently we have about 480 staff, of which around 140 of them are VR counseling staff.   Carol: Wow, you are not a small program. I didn't realize you were quite as big as you are. So how has the fiscal landscape changed for your agency over the last five years.   Cora: Our consumer services has really seen an unprecedented increase in cost after Covid 19. The pandemic and in the last several years since 2021, we have seen increases in all areas, applications, eligibilities, cases, employment outcomes as well as the numbers served. And obviously if you've got increases there, you've got increases in expenditures and you have to take into account how the cost of services have increased. Our applications from 2021 till 2024 increased 95%. Our eligibility is 102% and our expenditures increased 72%. Of course, that also meant our employment outcomes increased as well. So we've increased a lot.   Carol: Holy smokes I haven't heard numbers that big? That is huge. You know, I wonder too. Some people have been telling me that the customers that they're seeing now coming in the door are also different than kind of pre-pandemic that they said, folks that they're serving when they're looking at case characteristics are tending to be more complex. And so in addition to kind of everything going up, the individuals needing service need more things. And so the cost per case has also gone up. Has that been the case for you all?   Cora: Yes. The cost per case has also gone up.   Carol: Interesting. So, you know, during the times of plenty when the message was spend, spend, spend. What kind of strategies did you implement at that time? Because I remember you back then going like, oh my gosh, we gotta, we have to spend all this money.   Cora: Yes we did. We had a lot. We had like a full year of carryover. We increased tuition costs. You know what we paid for tuition. We suspended cost sharing or the financial needs testing. We suspended that we gave raises and we hired additional staff because the demand and, you know, we had long wait times in some of our more urban areas. And so we added additional staff to handle the caseloads.   Carol: Yeah. I remember you saying way back when, I think you had a region where you couldn't get counselors for quite some time. It was way over a year, and you were just dying to get those salary increases to see if you could get folks in. So are you now covered statewide with staff?   Cora: Yes. Since we have implemented the wages and then staff got additional wages as well, you know, annually through the state fiscal year, our turnover went from around 44% to about 2 to 3%. So we have a very stable workforce, which I think also contributed to how many people we were serving in cases that we were seeing.   Carol: So that's pretty amazing. So you can see all the, how the strategies are playing out. You know you are keeping your staff. That's been good. But then all the other pieces that you put into play, like suspending, cost sharing and all of that. What are you finding is happening today?   Cora: Well, we know that agencies rising costs against the estimated expenditures that we have in the available funding has what has pressed us to look at entering order of selection, because we know that at the end of the year, we will have spent more than what we have if we don't.   Carol: So what steps have you been taking to implement the order of selection?   Cora: A lot. We looked at both fiscal and programmatic. We did fiscal forecasting from 2021 through 2024. We looked at four years and we analyzed that data for all areas, referrals for applications. We looked at attrition costs. We looked at the applicants in each priority category by their status. We looked at our assessment cost for that time period. We looked at our attrition cost. We have consulted with our state rehab council. We've held public hearings. We're currently waiting for approval from RSA through the process for the state plan amendment. Through that process, RSA identified that we had duplicative language in our priority categories. For category one and two. We use the word most in both of those categories, but we defined it out by functional capacity. And they had not noticed that before. So they came back and told us we would have to either close one and two, or leave one and two open. And leaving two open is not an option for us. We have to close category two, so we are going to have to close all four categories while we work on addressing the issue with those priority definitions. So that's going to require obviously additional public hearings and a policy and regulatory change. So that has kind of complicated the process for us. But we need to correct that. And we started that process with our state rehab council. On Monday, we had a session where we're beginning to look at those priority categories. We also held training of staff. We've held one training and we have another one scheduled for next week. We've worked collaboratively with our cabinet leadership and the governor's office. They both have been very supportive, developed communication plan. So it's a lot. It's a long process really.   Carol: Well, it is a lot. I was thinking about that kind of the political piece of it because sometimes folks forget, you know, there's the mechanics of it. Do you have your policy in place, you know, and how's that all rolling in training of sta

We're celebrating a major milestone with the return of our very first guests: Kristen Mackey, Director of Arizona Combined, and Natasha Jerde, Director of Minnesota Blind. As Vocational Rehabilitation leaders navigate rising demands, shifting funding, and major structural change, Kristen and Natasha join us again to reflect on the post-pandemic landscape—and how it's testing directors like never before. From managing centralized services to sustaining staffing under fiscal strain, they share the real-world challenges that keep them up at night—and the strategies they're using to adapt. With transparency, persistence, and a mission-first mindset, these leaders dive into: ·       Navigating state and federal priorities ·       Responding to workforce volatility ·       Staying connected to data and purpose Their insights are a must-listen for anyone leading in today's VR environment. Tune in and be inspired to lead with clarity and resilience.   Listen Here   Full Transcript:   Natasha: Our program income is significantly dropping. The inflation, the cost of services. We've had four and a half and 5.5% salary increases with no additional state appropriations. So all of these things together keep me up every single night.   Kristen: We want job placements, we want employment, we want independence. If somebody's saying increase your job placements, fine, we can do that. It's how do we then take what they're giving us and make it not be a distraction, and we can mold to the thing that they want, but still do it at the base level.   {Music} 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 Kristen Mackey, director of Arizona Combined, and Natasha Jurdi, director of Minnesota Blinds. So how are things going in Minnesota, Natasha?   Natasha: I think the Minnesota word for today is going to be interesting. It's interesting. How about I leave it at that and I'll talk a little bit more as we dive into the questions.   Carol: Awesome. That is interesting. I want to know about that. How about you Kristen? How's it going in Arizona?   Kristen: You know what? I think I might steal Natasha's word. There's so much happening. We're trying to keep managing and keep abreast of all of the changes that come out on the news and everywhere, trying to keep centered and just keep doing what we do to get the work done. It's been a lot of fun.   Carol: Well, I couldn't think of two better people to bring on because this is super exciting. This is actually our 50th episode of The Manager Minute, and I couldn't think of a better way to celebrate the milestone than by bringing back my two incredible guests from episode number one in May four years ago. It's so crazy. And back then I just laughed. We were diving into the world of post-pandemic VR. What's it gonna look like? How are we going to navigate all these changes? You guys were working on things like electronic signatures and how you equipped your staff, you know, to work remotely and all of that. So a lot has changed since those early days, and I'm excited to catch up with you both to see how far that you've all come. So just reflecting back to my time as a director, I remember many a sleepless night and Natasha can attest to that. I remember coming to a meeting like, I don't sleep at night and I keep a pad of paper by my bed. And it was so funny. I heard a director tell me they did the same thing. This was a month or so ago. They were like, you know, I keep this pad of paper by my bed because, you know, we were worried about so many things. There was WIOA implementation back then, and we had a less than stellar monitoring report and a financial picture that was super tough and it just wasn't very pretty. And so I kept that notepad because in the middle of the night was always my best thinking I'd wake up, I'm like, oh, I gotta write this down. And so I can remember in the morning. So I know now, four years later, from talking to you all last on the podcast, the pendulum has certainly swung in a new direction, and I'm really eager to see how things have evolved for the both of you. You know, like what's changed, what's stayed the same, and what lessons have you learned? So let's dive in. So, Natasha, will you kick us off and just give our listeners a little snapshot about yourself and the agency that you lead?   Natasha: Sure. So I have worked at State services for the blind since I was a baby intern 2008. I have been a deaf blind counselor, a supervisor, the director of our policy and program administration, and I became the director in August 2019. Our agency, we have about 140 staff across the state. We have a Voc Rehab program, an older blind program, our Randolph-sheppard program. But we also have a communication center where we do braille audio transcription and have a radio reading service. So we have a little bit of everything at State Services for the blind. We've grown a bit since 2019. Yeah, there's a lot of fun.   Carol: It is a lot of fun. Blind agencies are always near and dear to my heart. And since I came from Minnesota blind, Natasha knows that I just love that whole variety and all of the work. It's so fun. Kristen, how about you give our listeners a little snapshot about yourself and the agency that you lead?   Kristen: Sure. Similar to Natasha, I started as a VR counselor in the field transition. That was my first job in first entrance into VR. I moved into policy manager policy and then became the director of the Arizona Combined Unit in 2016. Arizona is combined and we are also under a safety net agency. All of the VR, IL OIB, BEP is in a division. That division is in a department. So our DSA is really rather large and we are kind of shuffled 3 or 4 deep down. So we have enterprise services, shared services, which makes things a little bit more difficult to manage than it was when I started the job, when we didn't have some of those other items. So it's been a learning lesson and trying to figure out how do we get done what we need to get done with all these people involved now.   Carol: Yeah, your structure makes me nuts. I'm just saying, full disclosure, but having gone on site with you and your team several times, I'm like, what? You have to always explain. We had DIRs and we have this other thing and all these different levels. I'm like, oh my Lord, I just don't even know how you do it. So I know there's been a lot of big changes since we spoke last, so I'm going to kick it to you first. Natasha, what are some of the biggest changes you've seen in your program since we last spoke?   Natasha: I was actually talking to one of my outreach coordinators, Lisa Larges, and she's like, I think you brought some bad juju because the timing when I started and then everything that happened since I started has just been wild. So since we last met, I've experienced a global pandemic, a civil rights movement that essentially started literally down the street and around the corner from our headquarters. A roller coaster ride of funding at both the federal and state level. We went from having too much to now we don't have enough. We have a new federal administration with very different priorities than we have seen before. We have settled into this new hybrid work, which isn't new anymore. It's kind of our new normal. It's just been, I think you name it, it has changed or it's different or it feels different or it looks different. I think the biggest question right now that we're all faced with is, in light of all of these changes and challenges and opportunities, how do we maintain the integrity of the program, continue to provide high quality services that get people into competitive careers and retain the staff that we have worked so hard to get. While these past few years that's been a focus of a lot of our agencies is how do we recruit? And now with everything happening, is all of that recruitment efforts going to go to waste?   Carol: You know what's kind of funny when you talk about that? Because I look back to when I started at SSB, you know, and so in 2013 I become director. You go at the very end of the year, I was the interim and then made permanent in 14. And you just go, okay, I thought I brought bad juju with me to because WIOA went into play and then we had all this wacky stuff going on. We owed all this money for the case management system. So now, you know, just hearing you, it's like, well, maybe it's just the cycle of the program. Like there is no spot in time where everything is ever just copacetic and all smooth sailing. I think it just continues on.   Kristen: I think that I really feel like that's so good to remember because I think you can in this position, you can take a lot of things like, oh my gosh, am I not doing this right? What skills don't I have? How am I not doing this, that or the other. And it just is a constant. Like it just changes constant. And you have to constantly readjust your focus and your priorities and your strategy. And so it's helpful to remember that our environment is constantly changing at state and federal level. And we just have to be able to manage and navigate and not beat ourselves up over it.   Carol: Oh, that's a super good point. Natasha's going to laugh at this, but I'm actually going to hold up so our listeners won't see it. But I still have my Strengths Finder. So we used to always do strengths Finder at SSB. I still have my top five strengths. And staff used to ask me one of them is adaptability. So my fifth strength was adaptability because people would be like, how can you just roll with the flow? Like you need to just tell like Central Office, we're not going to do that thing that they want for the legislative session. And I'd be like, okay, we're going to pick our battles. That is not the

Nebraska VR is on a mission to elevate careers and empower businesses through its innovative Disability Innovation Fund Career Pathways Advancement Project (CPAP 2.0). In this episode, Carol Pankow sits down with Cathy Callaway, Nebraska VR's Assistant Director, to discuss how the program helps individuals with disabilities advance in high-demand fields like STEM and skilled trades. With over 130 business partners signed on, the initiative is breaking barriers, fostering workforce development, and proving that growth doesn't stop at job placement—it's about career progression. Tune in to hear how Nebraska VR is redefining success through strategic partnerships and a dual-customer approach!   Listen Here   Full Transcript:   Carol: Listeners, we would like to dedicate this podcast to Mary Eunice Neary. As the different CPAP 2.0 director. Mary played a vital role in this work, but was unable to join us for the recording. In her absence, Cathy Callaway, the interim director, stepped in for the discussion. Sadly, Mary has since passed away, but her impact on Nebraska VR will always be remembered.   {Music} Cathy: We look to find those clients that were closed previously in VR and work with them to advance them in their careers, and then in conjunction, we work with businesses to create a business model that we can help businesses work to advance people in their business so that it assists them in their workforce as well. The number of business partners we had a goal in the grant of signing 100, and we're at 130 plus with still a year and a half on the grant to go.   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 Cathy Callaway, Nebraska VR assistant director and interim director of the DIF CPAP 2.0 project. So, Cathy, how are things going in Nebraska?   Cathy: Cold right now? Other than that? Very well, though. Very well with the grant.   Carol: Excellent. No, it is cold here today, too, in Minnesota. I tell you, we go from 54 degrees down to minus eight. It has been a lot. So for our listeners, three years ago, Nebraska VR received a Disability Innovation Fund grant for the Career Advancement Project, and the Rehab Services Administration funded this initiative and is focused on helping people with disabilities who are eligible for VR services, including those who are previously served and have returned to the program, advance in their careers, and the goal is to help individuals move into high demand, high quality fields like science, technology, engineering and math. Those Stem kind of professions, including computer science, and the initiative also supports entry into career pathways and key industries through programs like pre-apprenticeship, registered apprenticeships and industry recognized apprenticeship programs. And the efforts really designed to help people achieve better jobs with competitive wages, become more financially independent and reduce their reliance on public benefits or state and local support, and promotes independence and full inclusion in their communities. Oh my gosh, that's a bunch. So I know Nebraska has been at this for a bit, so let's dig in and find out what's going on. So Cathy, help our listeners out. Let's start by getting to know you a bit. What's your role and how did you get into VR?   Cathy: That's a long story actually. As you mentioned, I'm currently in the assistant director role. I started when the 1992, amendments to the Rehabilitation Act were implemented. In those amendments, the State Rehabilitation Council was created, and I was hired clear back then to work with the State Rehab Council. And then I just kept working with VR. I actually have a business degree, and I kind of started working in the financial area and really was working in the fiscal area when the push to integrate data and program was kind of a thing. And so I started working on integration of fiscal and program and data and all of that. So I worked very closely in both of those areas and kind of just got to know the program side and the fiscal side and the data side, and moved from then the fiscal arena into the program director for quality assurance for a few years. And after that, just two years ago became the assistant director. So kind of had a little bit of a role in everything.   Carol: Well, excellent. You're a person that takes after me in my heart with having the fiscal program combined. I might have to tap you for some other things about that, because we often talk in our work about combining fiscal with program and data, and there aren't a lot of places that have people who've done all of that. So good to know. Thanks for that fun fact.   Cathy: You're welcome.   Carol: So I hear you had a pretty unique situation in Nebraska that made you the perfect fit to apply for this grant. Can you share a little bit about what that was?   Cathy: Sure. We applied for the grant in 2016 to 2021, and it was our what we call Career Pathways Advancement Project CPAP 1.0, and it focused specifically on promoting, upskilling and backfilling incumbent workers with disabilities. So that project ended in 2021. And at that time then another DIF project was made available. So we applied and expanded that. We are still looking to upskill and advance workers, but we also then included another component that was related to working with businesses directly. So this grant was kind of a add on to the CPAP 1.0. We actually call this one CPAP 2.0. Yeah it's the similar but it expands into working with the businesses as well.   Carol: Well and just for folks, so they know what is CPAP. Can you just tell them...   Cathy: Yes, it's career pathways advancement project.   Carol: Perfect.   Cathy: Advancing clients in those career pathways that you mentioned in those STEM areas.   Carol: Excellent, thank you. I just know VR is notorious for our acronyms. And then some new people are in there like, I don't know what you're talking about. So give us the big picture. What are you really hoping to accomplish with this project?   Cathy: We're hoping to develop a business model under this grant that can be sustainable. And once the grant ends with VR and we look to find those clients that were closed previously in VR and work with them to advance them in their careers. And then in addition to that advancement, whether that's in a new career pathway or in the jobs they're already in, we hope to increase their wages, benefits, maybe their hours, and to help improve their economic self-sufficiency. And then in conjunction, we work with businesses, as I mentioned, to create a business model that we can help businesses work to advance people in their business so that it assists them in their workforce as well.   Carol: I love that you're really living into WIOA, you know, the whole dual customer approach.   Cathy: Yep.   Carol: Now, I know early on when you were introducing this idea to clients, people were thinking you guys were scammers. What was going on with that?   Cathy: They were we started out thinking, well, we'll just call back these clients that we closed and talk to them about advancing. And because of the world today, many of them. Yeah. Thought we were scammers and there's no way somebody's going to pay for my training or me to go back to college and advance. So we really had to kind of refine our outreach efforts. We actually moved to sending them a letter with the name of the counselor that they previously worked with and some more about. Remember when you worked with VR and we assisted you. And so we send out those letters first and provide some information about the grant. And then we follow up about a week after the letter goes out with a phone call from someone. So that's really made a difference. They kind of are like, oh yeah, I worked with VR before, I know who you are. And I remember that counselor. So that's made a difference for us in terms of outreach.   Carol: Well, good. And hopefully your phone isn't showing up as, um, scam possible scam call.   Cathy: Exactly.   Carol: So what have been some of your biggest challenges you faced while getting this project off the ground?   Cathy: Yeah, I would say probably some of the things we wrote into the grant, maybe we would do a little bit different. We had written into the grant that we would like to sign businesses up, I guess, to make referrals to us. And we've had some resistance in terms of the signing of it isn't obligating them to anything, but they kind of some businesses are reluctant to sign anything. And so we've had some resistance that way. Although we've been able to sign over 130 business plans with businesses to offer referrals to the program. So we would probably do that a little bit different. That's been a challenge, I think training. We hired new staff for the grant and then that, of course, learning the VR process and all that goes with it really took a significant amount of time. So we got behind in serving clients and then retaining, of course, with a grant, your staff realize that it's a grant and it will end. And so some staff that worked on the grant have now taken permanent positions with VR. And so we're kind of a work in progress with the keeping the staffing. And then just as I said, building the trust with clients as we reach out to them. And we've adjusted, as I mentioned earlier, but kind of making sure that adjusting our marketing outreach so they realize we're not a scam.   Carol: Well, I know often these projects, you know, you're projecting ahead and you're thinking, okay, I want to do these great things and you create all this in your mind. But typically all of the DIF grants end up evolving in some way a bit from the original plan. And you alluded to this a bit, but I know you guys have had to pivot. And so what h

Join host Carol Pankow as she dives into the complexities of Order of Selection (OOS) in vocational rehabilitation with two expert guests: Theresa Kolezar, Director of Indiana Combined, and Chris Pope, Director of the State Monitoring and Program Improvement Division at RSA. In this episode, they break down: ·      Why agencies implement OOS due to financial and staffing constraints ·      Key regulatory requirements and compliance considerations ·      Strategies for managing and eventually lifting OOS ·      Indiana VR's data-driven approach to decision-making and communication ·      RSA's insights on fiscal forecasting and policy compliance If you're in the VR field, you won't want to miss this insightful conversation on planning, stakeholder engagement, and using data to overcome challenges.   Listen Here   Full Transcript:   {Music} Chris: As you know, we have 78 VR agencies and only eight of them have a closed priority category, and only one of those eight have all priority categories closed.   Carol: So by going back and saying hey you gotta look at this other side of the house and really analyze what's happening. It will give you the full picture, than what is playing into what's happening over here on the fiscal side of the house.   Theresa: For the majority of folks. They were maybe even having somewhat of a positive impact because we were able to get them processed, get them in sooner. And you know, there's obvious benefits that go along with lower case load sizes.   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 Theresa Kolezar, director of Indiana Combined. And Chris Pope, director of the State Monitoring and Program Improvement division at the Rehabilitation Services Administration. So, Theresa, how are things going with you in Indiana?   Theresa: Oh, we're doing well. Thanks. So happy to be here.   Carol: Thanks for being here. And, Chris, how are things going for you in D.C.?   Chris: Things are cold in D.C. at the moment, Carol, but we're hanging in there.   Carol: Yeah, not as cold as Minnesota.   Chris: I knew you were going to say that.   Carol: Yeah. I'm like, wow, we're 14 below people. Well, there has been a lot happening with the VR program over the past decade, and we certainly have had our ebbs and flows with funding and staffing. And as of late, the fiscal pendulum has been swinging, VR programs have been experiencing a tightening of the belt, so to speak, and discussions about the order of selection have been ramping up. And so for our listeners, order of selection is a process required under the VR regulations. When a VR agency does not have enough resources, whether it's funding staff or both, to serve all eligible individuals, and it's designed to prioritize services for those with the most significant needs. But over the years, order of selection really has sparked a lot of tension. And for some it's seen as just another layer of government red tape adding to the stigma around bureaucracy. Others argue that it undermines the very spirit of the rehab act by limiting access to services instead of promoting inclusion. Critics point out that it can widen service gaps. It leaves individuals with moderate disabilities without support, even though they still face serious barriers to employment.   And for our counselors, order of selection can bring its own challenges, including the emotional burden of explaining to clients why they can't receive immediate services. And for clients, being placed on a waitlist can feel disheartening and frustrating. And at the same time, agencies are grappling with a harsh reality. There's limited resources. Tough decisions have to be made. So how do we balance fairness, inclusion and the constraints of funding? And that is the question at the heart of today's conversation on order of Selection. So, Theresa, I've been a fan of yours for a long time. I think you bring a really thoughtful approach to almost every difficult situation in VR, and you been around a while, so I definitely want to pick your brain about your thoughts and approach on the topic. And Chris, I'm really count on you to bring the facts from an RSA perspective on what needs to happen with the Order of Selection. So let's dig in. So, Theresa, can you just tell us to start out with a little bit about yourself and your journey into VR?   Theresa: Sure. I probably have the least interesting journey, but maybe the most classic. I went from straight from undergrad to graduate school to get my masters in rehabilitation, got my CRC that same summer, and I entered the rehab field initially with a nonprofit, CRP, before coming to Indiana VR in 2004. So I've been with the VR program for a little over 20 years. Made my journey starting from a VR counselor and now director with, as you can imagine, a lot of other roles along the way. And I think I'm a fairly tenured VR director with almost nine years under my belt in this role.   Carol: Yeah, definitely you would be. Because I remember being told when I left, I had six years, you know, and people were telling me usually the lifespan of a VR director is about five years because the job is tough. So you're definitely one of our longer term folks. So, Chris, how about you? How did you venture into the VR world?   Chris: Thanks, Carol. Well, similar to Theresa, my graduate degree in rehab counseling, I became a CRC and began my career as a VR counselor with the State of New York in the general agency at the time, for about four years. And I've been with RSA now for a lucky 13. Just had my 13th anniversary. And in that time have served in a variety of roles. So, yeah, really happy to be here and now leading the division that's responsible for all of our formula grant.   Carol: Yeah, it's super cool. It's been fun to watch your career, Chris, as  you have grown. I remember one of the very first conferences you presented at, and I believe you were still, you know, more kind of on the staff level. And I thought, who's this guy? You were up there, you just had such a great presence about you. And I'm like, he's going somewhere. And you have, it's come true.   Chris: Thanks, Carol.   Carol: So let's talk about the realities of Order of Selection. It's not something that can be implemented at the snap of a finger. And so I want to start with you. What are those factors via our leaders need to take into account.   Theresa: Yeah. You know it's hard I feel like I sort of came to terms with it because it's it didn't feel so much like something we had to choose or decide upon, but more something we had to do. if your circumstances are such that you don't have the resources to serve everyone. So in Indiana, we enter the order in 2017, and I believe that was the first time in our history, as far as I know, it came after years of trying other things, you know, implementing strategies to improve our capacity, stretch our resources. And just a few examples. Implementing efficiencies, changing to our staffing structure, changing our minimum VRC qualifications to a bachelor's degree, and a whole lot more. And those strategies were definitely focused for us at that time around staffing resources. But there were also some fiscal unknowns or concerns because right around that time, the 15 earmark requirement was also, you know, kind of hitting us. And we were trying to figure out how to shift those resources. So the strategies we did pre they were definitely helpful. They were effective, but we still were left with a deficit. You know, we still had high caseload sizes. It was taking way too long for new referrals to get an intake appointment. Our VRC turnover rate was much higher than is optimal. Ultimately led us to identify that we were not able to provide the full range of ER services to everyone who was eligible, and therefore we needed to enter the Order of Selection.   So we started planning for that probably around nine months prior to. The implementation and when I was making my talking points, there's a lot that you have to do, right, to prepare for Order of selection. So discussion with our internal leadership, our VR council, our stakeholders, our staff conversation with RSA, drafting that state plan amendment, getting that out for public comment. We took a couple extra steps and met with our other workforce partners because we thought, hey, they may get more referrals here. We may want to tell them why and what's going on over here and what this means. And then we of course, you have to develop written procedures, adapt your case management system. And then we also wanted to be really careful with our messaging to applicants. So we drafted some materials that we wanted our intake counselors to share and get that consistent message out there and, of course, training our counselors. So I think the nine month runway was probably a fast track Approach, thinking about all those steps. You want to do it right? You want to be planful. But at the same time, once you identify that this is a need, you usually need it to happen pretty quickly.   Carol: Absolutely. I know for me, when I was a new director in Minnesota, I actually faced this. And Minnesota Blind had not been on an order for many, many, many, many, many, many years. And being a little naive, you know, coming into VR going, we have this situation, you know, I'm thinking this all can happen super fast. It does not. But I found for me, really getting grounded in understanding our data was so important because I see these things all going on. But you had to put all the pieces together, get your fiscal side of the house and what's going on and how you're making expenditures and investments in different things and what's happening with that. But what also is happening programmatically, the peo

This Manager Minute episode spotlights how the Massachusetts Commission for the Blind and MassAbility are leveraging AI to improve service delivery. Host Carol Pankow discusses innovative AI applications with guests Lola Akinlapa, Nathan Skrocki, and John Oliveira. They explore an AI-assisted intake platform designed to streamline processes, enhance multilingual support, and enable faster access to services. The conversation also highlights AI-powered tools like policy lookup systems and data visualization platforms like Tableau. Emphasizing accessibility and transparency, the episode showcases AI's potential to alleviate administrative bottlenecks, support staff, and empower consumers while preserving the human touch in service delivery.   Listen Here   Full Transcript:   {Music} John: We were looking for items that might be helpful to our staff. As many of our veteran counselors move on to retirement, it became imperative that we find a way that the newer counselors could find access to information quickly.   Lola: We're not looking to reduce workforce. We're not looking to reduce your day to day operations, right. We're looking to streamline and to make the consumer's journey at MassAbility more accessible to them.   Nate: What we're doing is just enhancing and streamlining the process to better understand and strengthen their policy knowledge, to make their jobs a little bit easier.   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. Today joining me in the studio is Lola Akinlapa, director of strategic initiatives in Massachusetts. Nathan Skrocki, Policy director at the Massachusetts Commission for the blind. And John Oliveira, Commissioner for the Mass Commission for the blind. So how goes it, Lola?   Lola: Oh, everything is good. Thank you for having me, Carol. I think this is a really great forum to kind of spread the word on what we've been doing at the state of Massachusetts.   Carol: Excellent. How about you, Nate? How are you doing today?   Nate: Happy new year. Doing well. Glad to be here. Thank you.   Carol: Excellent. And last but not least, John, how is it? How are things? You got a new role.   John: Everything is great. A very cold day today, but we'll get through it. Uh, it's close to zero wind chill. So very cold day here.   Carol: Ah, it's like you guys are in Minnesota...   John: Yeah, I think so.   Carol:  Joining Jeff and I...   John: I think so.   Carol: Yeah. We were three below today. It was fabulous. Well I'm super excited about our topic. So artificial intelligence, although it's really not a new concept, it's gained significant attention in the recent years and the field of AI research was officially established during a workshop at Dartmouth College in 1956, where researchers optimistically predicted that human level intelligence machines would be achieved within a generation. However, it became clear the challenge was really greater than anticipated. But today, you know, we have AI everywhere seamlessly integrated into our life. You know, we've got Siri and Alexa. I rely on them all the time to your biometric scanning at the airports and the list goes on. And I had the good fortune to find out that Massachusetts is really standing out as a state that has embraced the broad implementation of AI and incorporating it extensively across various aspects of daily life and governance. So I want to dig in and learn some more from you guys. So I'd like to start out because our listeners like to get a little insight into all of you. If you could tell us about yourself and your role. And for our my two friends from the Blind agency a little bit. How you got into VR? And Lola, I'm going to start with you first.   Lola: Thank you, Carol. So a little bit about myself, as you mentioned, Lola Akinlapa, I am Director of Strategic Initiatives at now, formerly what used to be the Mass Rehab Commission and now known as MassAbility. I came into the agency back in 2014. I actually started in research and development, doing a lot of the analytic work. I actually was voluntold, I would say, to assist in a new project that we were implementing. It was a statewide case management system for our different divisions at MassAbility. Through that process, I was able to kind of take a step back to say, well, what do we need at this agency to push us toward the future?   Carol: Yeah, Lola, it is great being voluntold, because that leads to some of the best things when you're working on different things. So, Nate, how about you? How did you land at Mass Commission for the Blind?   Nate: I landed at MCB about eight years ago. At this point. I've been a manager within state government for many years and ended up at MCB. Hopefully this is where I'll be staying for many more years. I really like the mission of MCB and the work that we do as an agency to provide services to residents of Massachusetts.   Carol: Good stuff, good stuff. And John, you've switched roles, so I've known you for a while. But tell our listeners a little bit about yourself.   John: All right. Carol, I've been with the agency for, wow, 37 years.   Carol: Oh my gosh.   John: And started out in services and worked with the senior staff, senior consumers, and was in vocational rehab for a while, worked as director of staff development and training for a while. I headed up the assistive technology program for a while. I was deputy commissioner for something like 12 years, oversaw the programs, and I've been commissioner now for a year and a half.   Carol: Good for you. Well, sure good to see you again. So in the fall, I had the had the chance to attend an AI convening with Tony Wolf, who is the MassAbility Commissioner. And Tony was mentioning she kept talking about all these really cool things happening in Massachusetts. And I just I needed to learn more. So now, Lola, like, how is MassAbility moving in this AI space? And I know you're doing some things that are helping the consumer experience be quicker and easier. What's that look like?   Lola: Oh my God. It's been quite a journey to say the least. At our agency, we as many other agencies identified bottlenecks, identified issues with maybe the bureaucratic side of things where it takes longer to get someone from point A to point B. It was through, actually, our centralized intake unit where we discovered there's area for improvement here. And that area of improvement could be resolved through an assisted intake form. So at MassAbility, we're developing an AI assisted intake platform that's meant to support our staff at MassAbility, who are doing the intakes to allow them to have more leeway on doing what's more important to the work, which is getting our folks to the services they need. Through this intake form, we're actually removing the repetitive task. We're looking at some speech to text technology and then also some guided workflows. And we're also able to get multilingual support. And through the intake, it's meant to guide a lot of our consumers to feel a little bit more empowered to get from I'm stuck here, how do I get services that I need, whether I'm going to work or looking to live or transition into the community, instead of waiting months before someone can speak to you to get you through the process.   In this platform, we're actually able to allow our staff to have more time to be dedicated to more personalized interactions with our clients. So it's been a journey to kind of develop what that roadmap looks like. But we are super excited about this. We actually will be going live early this year through our MassAbility site, through our consumer portal, where it will be housed, and individuals will be able to go in, log in and fill out the form, and the form would guide them through the entire process without human interaction. And for us, I think it's really important to take a step back and really understand the purpose of this. Right. It's not to remove the individual from their work, right. It's to make some processes a little bit more streamlined, but then have our staff, our counselors, our case managers be able to focus on more of the human interaction. It's been quite a journey for us, to say the least.   Carol: So, Lola, are you working on that with your own state IT folk or who kind of is helping you mastermind all this?   Lola: So this is in collaboration with our IT folks at Executive Office of Technology. Also, we're working with a contractor who's been helping us build this platform out. They've been super great. It's been a very collaborative effort across the board. I would even have to throw in Microsoft because there's some work that they're assisting us doing, and it's been a team effort to get it to where it is today. And we're actually very proud of what we've done in such a short period of time.   Carol: Very cool, I like it. I know Lola, you had talked to me too, you were interested in doing something kind of in this data realm because I know data isn't cool always. But you were trying to do some stuff with Tableau and AI. So what does that look like?   Lola: Tableau. For folks that don't know, it's a visual data tool that we've been using at MassAbility for a little bit over four years now. The really cool thing about technology is as the years go on, the tools get better. Tableau was another way that we were using to kind of drive our data decision making at the agency. You know, things that are really core to the MassAbility beliefs in our missions. With Tableau, we're able to have a chatbot, and the chatbot would be utilized something similar like ChatGPT, where you could say, show me how many individuals are getting X services, or show me how many individuals are served in certain parts of the region. Right?   Carol: Yeah.   Lola: very cool things like that where you don

Join host Carol Pankow in this thought-provoking episode of Manager Minute as she sits down with VR fiscal powerhouses Katie Marchesano, Chris Merritt, Allison Flanagan, and Sarah Clardy. Together, they unpack the pressing fiscal issues shaping the vocational rehabilitation (VR) landscape, including: ·  Navigating fiscal forecasting challenges · Addressing technology gaps · Strengthening collaboration between program and fiscal teams The conversation highlights the vital role of policies, training, and institutional knowledge in sustaining VR programs while anticipating future shifts, such as technological advancements, fiscal constraints, and potential WIOA reauthorization. Don't miss this episode, packed with actionable insights and expert reflections to keep VR programs thriving!   Listen Here   Full Transcript:   {Music} Katie: I'm really excited for that tool to be shared, and I think it's going to be a really helpful tool for the agencies.   Carol: This job takes constant attention to detail in what is happening. It is always going to be work.   Chris: More people are going to be reaching out asking for fiscal forecasting and understanding how to look at this program in the future.   Allison: One of the things that pops in my mind that might happen over the next three years is reauthorization of WIOA.   Sarah: I think we're going to see some new resources, hopefully in the technology world develop, that will assist our agencies so that their focus can remain on the customers where it belongs.   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 my colleagues Katie Marchesano, Chris Merritt, Allison Flanagan and Sarah Clardy. So this might be a little bit of calamity for our listeners, but we're going to do it. So how y'all doing today?   Sarah: Great   Chris: Great.   Allison: Good.   Katie: Wonderful.   Carol: Awesome to hear it. Well, we have had quite a journey on the QM for the past four years. The fiscal focus was a new aspect of the grant, and we are so grateful to then Commissioner Mark Schultz for realizing that TA in this area was an essential element to the work. And since we're in this final year of the grant, we wanted to have a chance to visit together, share our insights with the listeners into the whole fiscal picture across the VR program, and discuss our perceptions and perspectives. So buckle up, folks, and we're going to dig in. So I want to start with how you each found your way to VR. And I'm going to start with Chris to talk about your journey into VR.   Chris: Well thanks, Carol. Mine's a little bit different than most people. I did not start in VR. I have a very different background. All fiscal for the most part. But I came to work at a fiscal state unit and learned about VR there. Loved it, loved it, loved it. And then was kind of asked to be part of this Ta team and couldn't say no because it's just an incredible program and it's a little complicated. So being able to help the states understand it better is what brought me to this team.   Carol: Well, not you, and you're being modest now. Tell them about like a little bit more of your background because you have an interesting educational background and all of that.   Chris: Yeah, I do. So I'm an environmental engineer by trade. Worked in that field for a while. Learned that sampling sludge was not a cool thing to be doing. So went to work for a small business that was just starting on Department of Defense World. Loved all the fiscal part of that. Went back to school and got my MBA and have been doing fiscal stuff ever since. So yeah, it's a long road that brought me here, but I'm happy I took it.   Carol: Yeah, we're glad you're here. How about you, Miss Allison?   Allison: Well, it's kind of hard to believe that I have over 30 years in this VR journey, and it actually started out in the field as a VR technician, and I just fell in love with the mission and purpose of VR. So I quickly changed my direction to be a VR counselor, and then that evolved to other promotions and positions throughout the year, where I ended up being director of both Kentucky Blind Agency and then moved to Florida as the General Agency Director. And when the VR TKM opportunity came about, I was ready for a change, especially after being a director through the pandemic and through the implementation of WIOA. I was looking forward to just a new opportunity, new learning areas, so this has been a great jump for me. I've enjoyed it very much.   Carol: Why don't you tell them too about your other gig with NRLI a little bit. We'll make a plug there.   Allison: Yeah. So part of the VRTAC-QM is the National Rehabilitation Leadership Institute through San Diego State University. I have the honor of continuing Fred McFarland's legacy, who began this program about 25 years ago. And it is a program that is building the future leaders in the vocational rehabilitation field. And it's been a joy to see these leaders be promoted throughout their careers. Being stepping up, having an interest at that national level, the issues that are facing VR. So it is definitely a part of my job with QM that I hold near and dear to my heart.   Carol: Yeah, it's good stuff, I love it NRLI of our favorite things to participate in when we get to do training. So Katie, over to you next.   Katie: Well, my journey with VR started when my brother was receiving VR services, and he actually is who inspired me to go and get my bachelor's degree in psychology and work in social services. That led me to Department of Workforce Services, where I spent 13 years in various roles and capacities, which ultimately led me back to VR.   Carol: Awesome sauce. And last but not least, Sarah Clardy.   Sarah: So I started out about 24 years ago out of college. I was working in banking full time and going to school full time, and had an opportunity to come on with a state and Missouri vocational rehabilitation, had an opening for an assistant director of accounting and procurement. They had some systems and processes that were a little out of whack and needed some help with reorganizing pretty much the whole accounting structure. So I came over at that time and started in with Missouri, and then spent 20 years there and got to spend half of that time in the field directly with our field staff and counselors and really take this program to heart, and then had an opportunity four years ago to join the VRTAC-QM. I had said for a long time we needed technical assistance in the fiscal realm for years and years. I was thrilled that Mark Schultz saw the vision and made it happen.   Carol: Good stuff. Well, now we're going to enter the danger zone because I have some questions for you all. Not exactly sure how this is going to go, but we are going to do our best. So y'all jump in when you want. So what has been your biggest realization or aha moment since you started with the QM. And Allison, I'm going to have you kick us off and then other folks can jump in.   Allison: Honestly, Carol, there's been a lot of those aha moments for me over the last, you know, almost three years with the Technical Assistance Center since my experience in VR started in the field and I was a counselor, kind of the program side is where my comfort level is or my knowledge and experience. So when I joined the fiscal team there, definitely there was a lot of those aha moments, mainly a lot of the things that I did not know or did not realize even as a director when I came over. So one of those aha's is the director. Even though I received these beautiful monthly budget reports for my fiscal staff, even though I had a leadership team that we reviewed budgets with, understanding the fiscal requirements in and out, the uniform grant guidance and all the regulations. And, EDGAR, all of that, I think, is critical for any director or their leadership team to have knowledge of. And that was definitely one of my aha moments. And one of those things I go back, wow, if I could go back and be a director, I would be a lot smarter after being on the technical assistance side. And like I said, there's been a lot of those aha moments. I could share tons of them, but a couple other ones that jump out is just that critical need for that program side of the House and the fiscal side of the House, to always be communicating and always making sure they're checking with each other. On whether it's a new implementation, whether it's expenses, contracts, doesn't matter. There needs to be that collaboration happening at that level. And then probably the technology challenges is another one of those constant aha moments in the year that we're in and how reliant we are on technology. I am still amazed that there is not technology out there that will do what VR needs it to do, right off the shelf.   Carol: Amen, sister. You said it all. No, but I'm sure there's people that want to say some more.   Chris: I found it interesting when I came over that not every single, not a single state has it right. I thought that there would be more that are fully knowledgeable and are running with it and doing all the great things they are doing, the great things. They just don't have 100% right.   Carol: You are making me laugh with this because I'm just going to say I have to jump in on that. Sarah and I right away, in the beginning, anytime we had met with RSA we learned something new, we're like, uh, I gotta call back to Minnesota, tell them, because we realized, like, hey, we thought we were sort of doing it right, but we all realized things. We went, uh, yeah, we had a little slight misstep on that.   Katie: I would agree with that. Like, we came from a state that was in an intensive agreement. And, you know, I was like, man, we really got it wrong. But then,

Join us for this enlightening episode of VRTAC-QM Manager Minute, where we explore the transformative power of Value-Based Purchasing (VBP), also known as Performance-Based Payment (PBP). In the studio, we have Chip Kenney, Co-Project Director of the VRTAC-QM, and Lisa Mills, a consultant and subject matter expert in VBP, sharing their expertise. VBP is more than just a financial model—it's a strategic shift designed to drive better outcomes for individuals with disabilities. By aligning provider incentives with measurable performance outcomes, State Vocational Rehabilitation Agencies (SVRAs) can enhance the quality of services, improve consumer results, and optimize costs. Tune in to hear Chip and Lisa discuss how SVRAs can harness the power of this approach to revolutionize service delivery and create a meaningful impact. Whether you're considering adopting VBP or seeking to refine your approach, this episode is packed with insights you won't want to miss! Value-Based Payment Methodologies to Advance Competitive Integrated Employment: A Mix of Inspiring Examples from Across the Country   Listen Here   Full Transcript:   Chip: Virginia reached out and they wanted to include value based purchasing specifically in their Disability Innovation grant. I said, this is an opportunity we can't pass.   Lisa: Is there anything about our payment structure that incentivizes or rewards this kind of quality that we're saying we're not getting, thus reduce the amount we're investing in unsuccessful closures.   Chip: When we can get to that point where we can identify and measure and demonstrate and get quality outcomes that will move this whole system a gigantic step forward.   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 Chip Kenney, Co-Project Director of the VRTAC for Quality Management, and Lisa Mills, Consultant and Subject Matter Expert to the QM on Value-Based Purchasing. So here's a little context for our listeners. Value-Based Purchasing, also known as Performance-Based Payment, is a model that offers financial incentives to providers for meeting certain performance measures. And as state rehab agencies look to improve outcomes for individuals with disabilities, the quality of purchased VR services, and overall cost effectiveness. A Performance-Based approach might be an option, so I don't want to steal their thunder, and I'm going to let my guests discuss what they're doing today. So let's dig in. Lisa, lets' start with you. Can you tell us a little bit about yourself and how did you find your way kind of into this VR space?   Lisa: Sure. So I've been in the world of disabilities for my career, for the entire career. So, 33 years, I think where now I've lost count. But about 20 years ago, I got really interested in employment working with Self-advocates way back before there was such widespread support for ending Subminimum wage. You know, the support that we do see now, but that was at a time when that it wasn't even being discussed. But Self-advocates were very clear that they wanted to earn more money and have more opportunities. So I got interested in supported employment and why we weren't using it very much. And so I started working with Medicaid and long term support agencies on improving employment services and outcomes. Back then, there was something called the Medicaid Infrastructure Grants, which allowed states to create Medicaid buy ins for working individuals with disabilities. So I really dug in around what were we doing around employment services. And of course, that brought us to the relationship with VR. And about 16 years ago, I started working on customized employment and developing ways to pay for customized employment, and worked with a couple VR agencies at the time on payment structures for customize. And then most recently, I'm a mom of a transition age son who used VR supported employment services to get his first and second jobs, and he's been employed in competitive, integrated employment since 2020. He's about to turn 21 and that has changed his life. So I'm a firm believer.   Carol: Good for him. That's really cool to know. I always love it finding out the stories people have, because you never know, we all get here a different way. But I love your path. So Chipper over to you. And I'm going to say Chipper because I'm naughty. He Chip is my colleague. So for our listeners I do like to rib Chip a bit. So Chip, how did you find your way into the VR space?   Chip: So very similar to Lisa. My whole career has been in public rehabilitation for a bit then technical assistance centers, but fast forwarding to about 2009 was interested in customized employment and its applications, and the need for VR systems to have an employment system that really addressed what people with the most significant disabilities needed to be successful, and I was sort of glommed on to that space ever since. And then with the passage of WIOA, it just seemed a really necessary connection that VR agencies and systems have something new they can offer. People who would have considered going into sheltered employment now are coming out. What are you going to offer them that's new and different from when they went in and have been at it ever since, mainly focused on the implementation side of it, because there's a bunch of trainers in that space and they're all really good. But we learned early on that it takes an infrastructure to embed, implement and sustain customized employment over a period of time. And so that's been my focus the last several years. I mean, we're still learning a lot. And rate structure is part of that, which, I mean, I've known Lisa for years too, but rate structure is something every agency struggles with. And when the opportunity came to work with Lisa on this and move this forward, I thought, this is a big missing piece that we have to fill.   Carol: Absolutely, I'm underscoring that 100% because we know we get a lot of rate work with our QM work and the whole idea and customized employment with that sustainability. You can have the great idea. And we're going to do the thing and we're all excited. But then what happens. Year one and two and three and four as it goes on and it all fades away. And we don't want that to fade away. We need to have that good sustainability plan. So Chip, how did you get involved in bringing Lisa on board? What was kind of the impetus of that?   Chip: Virginia reached out. The state of Virginia reached out to us and they wanted to include value based purchasing. And they mentioned that specifically in their Disability Innovation grant, and somebody referred them to me. I mean, I knew a bit about it, but then as soon as I saw the Lisa connection and started reading her work on it, I said, this is an opportunity we can't pass, even though I don't have any experience. But Lisa brings all that and the knowledge and the background and said, it's really important to be a part of this.   Carol: Very cool. So, Lisa, I understand you have a very unique superpower. You can speak and interpret languages across multiple partner systems. How did you develop that?   Lisa: Well, I guess I'm a bit of a policy wonk. I did a lot of interviewing of people from different systems to try to understand what was going on with partnerships, what were the challenges. And this was probably 12, 13 years ago. I was doing some work with ODEP at the time, blending and braiding. And when I was doing a lot of my interviews interviewing the different partners, including VR, I figured out that a lot of what was going on at that time was sequencing. It was really not blending or braiding, and if we wanted to get to braiding and ultimately to blending, I felt like we really had to find what was going on then as something foundational, you know? And that's where I kind of coined the term sequencing and said, this is really what we're doing, but we can help people understand then what it means to switch from sequencing to braiding, what it means to switch from braiding to blending, and really start to get people interested in the advantages of moving away from sequencing. So it really was just wanting to dig into each system enough to figure out what solutions might improve collaboration and outcomes. Sometimes it can be easy to lay out all the issues, right? Everything that's not working, but to really dig into each system and figure out where could we align ourselves, where are we aligned, and we just don't realize it? That was more, I guess, the policy wonk side of me.   Carol: I love that because I think I've been on lots of work groups over the years, I mean, I just have when we've worked between, you know, departments of education and your state Department of like maybe developmental disabilities or whatever you are calling it back in the day. And then in the VR system when we all had different ways of describing everything and we could get stuck in the what's the problem? Here's all the problems. We got problems. We have a million problems. Here's all the hundred problems we have to get through before we can get to a solution. But if you go in and go, I love that. Like, how are we aligned right now and what are the things that we could build off of right now instead of always focusing on that whole myriad of things? But I think understanding each other, how we speak about things and we may say the same word, but it means something different to each of us. Once we can kind of clear up that dictionary and talk the same language, it makes it much easier to comprehend what's going on in each other's systems and how that can then work together. I love that you have that. So what is the essence of Value-Based Purchasing?   Lisa: So to me it's quality service combined with efficient

Join us for the latest episode of the Manager Minute podcast, where host Carol Pankow sits down with the incredible Serina Gilbert, Cheryl Carver, and Peter Pike from Colorado's Pathways to Partnership DIF Grant! In this episode, they dive into their groundbreaking Pathways to Partnership project, a collaborative initiative designed to enhance outcomes for children and youth with disabilities. Discover how they're embedding VR counselors in schools, launching the innovative "Map My Transition" app, and partnering with Centers for Independent Living to create a brighter future. Tune in as the team shares valuable insights, learning experiences they've faced, and what's on the horizon for the grant's second year. Don't miss this inspiring conversation about transforming lives through partnership and innovation! Listen Here   Full Transcript:   {Music} Serina: To support the families that are surrounding these young adults with disabilities, as well, to help them gain the skills to be able to help those students move into competitive, integrated employment.   Peter: The centers for Independent Living are required to deliver core services in one core service is supporting young adults transitioning into high school.   Cheryl: We will actually incorporate those components of the six core skill sets and the age ranges, along with all of those local partners into map my transition.   Serina: Gosh, there's so many things we're doing.   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 the Tri-Force from Colorado, Serina Gilbert, Cheryl Carver, and Peter Pike, Co-project, directors for Colorado Partnerships for Partnership DIF Grant. So how are things going for you, Serina?   Serina: I'm doing fantastic. I like that word Tri-Force. It feels really, really fancy. It's October here and it's like almost 80 degrees, so I'm happy.   Carol:  Ahh, good for you. You know what? In fact, I had to use a little ChatGPT because I said, well, how could I describe a fearsome threesome? And they gave me all these different things. And I went, I'm going to go Tri-Force. I really liked it.   Serina: So don't tell people your AI secrets. You came up with that all on your own. you did it.   Carol: I know, I know, how about you, Cheryl? You are old hat at this. I got to talk to you a couple years ago, which was super fun. So Cheryl's like the podcast queen now. She's on this twice.   Cheryl: I'm with Serina, though. I liked that word too. I thought it was empowering. I think this is awesome. We're going to have to use that again. Things are going well. Always busy though, you know, and the DIF grant has added to that, but in an awesome way in terms of growing, expanding and learning. So we're excited to be here today.   Carol: Awesome. And Peter, welcome to the podcast. I'm so excited you are on. How are you doing?   Peter: Well, I got to tell you, I'm a little nervous. This is my first time joining a podcast, so I'm not sure how it's going to go, but I appreciate the opportunity. And I'm coming off of two big meetings today, one with the Centers for Independent Living, where we get to get caught up on priority topics, and of course, our Disability Innovation team meeting. We meet on a regular basis. So the timing is great.   Carol: Good. Well, you're all bringing the energy. So that's great. So I just want to do a little quick refresher for our listeners so they understand what the earth we're talking about. So I have been doing different series on the Disability Innovation Fund grants. And this particular grant has to do with the Pathways to Partnership grant that was funded by RSA, and it supports projects aimed at fostering deeper collaboration between agencies. Turning these collaborations into true partnerships, and the projects aim to enhance service delivery by piloting cohesive models that better manage resources, while coordinating efforts to improve outcomes for children and youth with disabilities and their support systems, ultimately facilitating smoother transitions. And Colorado is wrapping up the first year of the grants. So let's dive in and see how things are progressing. All right. So let's get into it Serina, I'm going to kick off with you first. Could you just start by telling our listeners a little bit about yourself and how you got involved in VR?   Serina: Sure. So you already know my name is Serina Gilbert, and I'm currently a program manager under our youth services team with the Division of Voc Rehab here in Colorado. I actually got involved with VR because I was a recipient of VR services way back when, when I was in college, and while I was receiving services, I kind of flipped the script around, I was like, well, what do you do? This looks fun. Like, I want to learn this. So I got my master's and a few years later, here I am. So I've always enjoyed working with youth. That's always been my passion and I'm super excited to even be in this role.   Carol: Awesome. So, Peter, what's your journey to get to VR? Tell us a little bit about you.   Peter: Well, that's a great question. My name is Peter Pike and I work for what's called the Colorado Office of Independent Living Services, which is part of the Division of Vocational Rehabilitation. And I got to tell you, for a couple decades, I actually worked outside of the Division of Vocational Rehabilitation as a vendor and as like a community partner on different grants. And a few years back, Colorado established this Office of Independent Living Services, dedicated to working with nonprofits called the Centers for Independent Living. That's how I got involved with the Division of Vocational Rehabilitation, and I'm also a person with a Non-visible disability. And so this fits very nicely in terms of my philosophy and being part of the Division of Vocational Rehabilitation.   Carol: I love that because you bring a whole other perspective. Having come from that vendor field. So you've got some things going on that can contribute greatly to the agency and this project for sure. And Cheryl, last but not least, you know, it's been two years, but let's tell our listeners again a little bit about you and your journey into VR.   Cheryl: Well, mine is not as direct as Peter's or Serina. Again, my name is Cheryl Carver. I am the second program manager we have here in the state of Colorado under Voc Rehab for our youth services and transition programming. So Serina and I work very closely together. I kind of fell into this by accident, but I have always been in healthcare related fields. I've worked for the independent living centers. I've also worked in assisted living and I worked as a vendor as well with DVR in the mental health sector. After that, I really lucked out and was able to apply for a position. That was 24 years ago and I joined the youth services team 20 years ago, so it's been an indirect path, but once I found my niche, I have loved growing in this position with youth services at the administrative level.   Carol: I love it, you know, no matter which way, if you come in a direct way or lots of people, it's kind of a long and winding road to get into VR. Whatever way you get here, we love the energy you all are bringing, and we think it's great because people are bringing all kinds of different perspectives to the work now. I was super excited about your project when I was reading through RSA's website and looking at the little synopsis, and I'm like, oh, I got to grab the Colorado people first. You're the first in my group on this particular topic, and I understand that your project has multiple components. Can you give our listeners a little overview of the project and what you aim to accomplish? And I think, Serina, you were going to kind of give us the big picture to start out with.   Serina: Yes, it's a very big picture. So I'm sorry. We dreamed really big when we saw this grant posting last spring. We saw a lot of opportunity in our state to maybe help build some capacity and some connectedness throughout the state. So one piece of it is we started out by deciding to build what we're calling interdisciplinary teams. And what that is, is traditionally in Colorado, we don't usually have DVR counselors housed specifically in the school districts. We do have counselors that liaison with the district, but they are not like actually full time there. So we actually just did some hiring, and we'll have a couple of counselors starting in the next few weeks that will be housed directly in the local school districts and embedded with the school transition teams to make sure that services are able to be delivered to the students with disabilities within those districts. Another super exciting part that coincides with that is that there'll be services provided by the Centers for Independent Living, which Peter will talk a little bit more about as well, to make sure that there's a dedicated service provider to be able to help support those teams. And one really big, huge thing that we're really excited about is what's going to be called Map My Transition. And we jokingly call this the You are Here Website. So it's going to be a website and iOS app and an Android app designed for students, their families, educators and service providers and other community agencies within the state of Colorado. And the way that it'll work is we'll start from the student perspective, as the student will create an account on the site, they'll be asked a few questions about where they reside and what their long and short term goals are, and then they'll be presented with customized resources and videos that are specific to what their needs are, and specifically, how to get connected with the agencies that can support them. The super exciting part about that is that that also a

The RISE-UP project is a transformative initiative to revolutionize rehabilitation services for underserved populations, focusing on racial and ethnic minorities. Dr. Mari Guillermo and Dr. Mark Tucker, Project Directors at San Diego State University's Interwork Institute, highlight how this project seeks to drive systemic change through state agency partnerships and tools like QA Advisor Plus. RISE-UP strives to reshape vocational rehabilitation and improve employment outcomes nationwide by fostering equity, inclusion, and access.   Listen Here   Full Transcript:   {Music} Mark: QA Advisor Plus, a tool that agencies can use to check their RSA 911 data for errors and to help facilitate or expedite analysis of their own data.   Mari: How do we close this gap? Where are people not being served, what populations specifically are not being served? And the emphasis is on systems change because we can't improve these outcomes without really looking at what needs to change within that system.   Mark: So we hope that when you see information about the survey coming out, that you take a few minutes to fill it out and can provide us with information both about what they see as needs related to serving underserved populations. But also, we're asking folks to identify any promising practices that they're aware of with respect to providing effective services to underserved populations.   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, Dr. Mari Guillermo and Dr. Mark Tucker, are co-project directors with San Diego State University Interwork Institute. And they are joining me in the studio today. So how are things going in San Diego, Mari?   Mari: Uh, well, it's warming up. It's going to be in the 90s by tomorrow, but it's also the start of the semester at San Diego State University. We're in our second week, so things are still trying to settle down, but it's been quite a good busy two weeks for sure.   Carol: Oh, good for you. Well, I was in San Diego back in June and I'm going, okay, why isn't it warm here now? It was warmer in Minnesota than it was in San Diego. It was so crazy with that kind of, I don't know, marine layer or whatever hangs out. Yeah. How about you, Mark? How are things going for you?   Mark: Going well, yeah, That marine layer in June we that's like a typical thing June Gloom we call it. And then we pay the price in September. September is usually warm for us, but we'll get back to our normal San Diego weather in October.   Carol: Nice. I do love your fair city though. It is really awesome. Well, I thought, and I'm so glad I could get you two because I've been trying to snag you. I think I've been talking to you since last December, but now is finally the sweet spot. I thought it was super timely that we talk about the project given you're at the end of year one. October is also National Disability Employment Awareness Month, and I really think the project that you guys are embarking on could have a significant impact on the employment arena for underserved populations. As a little side note, we're super happy as part of the George Washington University team to be a partner on this project. So I want to give our listeners just a little bit of background. Over a year ago, RSA competed a discretionary grant, and the grant was specifically related to section 21 of the Rehab Act, as amended by WIOA, which requires RSA to reserve 1% of the funds appropriated each year for programs under titles three, title six, and seven to provide grant, contract or cooperative agreement awards to minority entities and Indian tribes to carry out activities under the Rehab Act. Secondly, minority entities and Indian tribes to conduct research training to or a related activity to improve services provided under the act, especially services provided to individuals from minority backgrounds. Or thirdly, state or public or private non-profit agencies or organizations to provide outreach and technical assistance to minority entities and American Indian tribes to promote their participation in activities under the Rehab Act. I learned a whole bunch. I know for our listeners, you're getting a whole history lesson, but I thought this was cool. And so under this priority, the department provides funding for a cooperative agreement for a minority entity or an Indian tribe to provide training and TA to a minimum range of 5 to 15 state VR agencies over a five year period of performance, so they are equipped to serve as role models for diversity, equity, inclusion and accessibility in the workforce system by implementing policies, Practices and service delivery approaches designed to contribute to increasing competitive, integrated employment outcomes for individuals with disabilities from underserved populations. And the other cool part is that you also need to contribute via our research and really good practices that promote access, and this will be really of great benefit across the whole country. So I'm super excited. Let's dig in. So, Mari, typically our listeners like to know a little bit about our guests, your backgrounds. So can you tell a little bit about yourself and your background?   Mari: Yeah, I'm originally from Hawaii, born and raised in Honolulu, Hawaii. I moved to San Diego in the late 80s to as a graduate student in the rehabilitation program at San Diego State University. So since moving to San Diego, I haven't moved very far from San Diego State University and our rehab counseling program. I'm currently faculty in our graduate program, but I've been with the Interwork Institute since its beginning, when it was started by doctors Fred McFarlane and Doctor Ian Champion, and just worked with some incredible number of leaders in our rehabilitation field. And upon graduating from the master's program, I started working with Doctor Bobby Atkins. And for those of you who few of you who are not familiar with Doctor Atkins, she is a leader. When we look at all diversity initiatives and in fact, when we look at section 21, that was started with her groundbreaking research looking at the involvement and participation of African Americans in vocational rehabilitation. But I worked with Doctor Atkins upon graduating from the program in the capacity building projects funded by this same pool of money. And Doctor Atkins was the national director for the Rehabilitation Cultural Diversity Initiative, which then morphed over into the Rehabilitation Capacity Building Project. So I worked with her from the 90s. All the way up to like 2015 I think is when the project ended. So a lot of the work that we are doing in Rise Up really builds on the foundational work that we did with Doctor Atkins back in the 1990s. So it's an incredible honor.   Carol: I think that is very cool. You've come full circle. Oh my gosh, I love that. I had no idea. And for our listeners too, I just want to say a word about Doctor Fred McFarlane. Fred had passed away this summer. Fred has been a good friend to many, and many of our listeners have benefited from Fred's work with the NRLI and the Leadership Institute. Fred was the founding person developing that and really did such an amazing job touching so many VR professionals over his career. And his legacy definitely lives on. So I just I needed to say that because Fred is definitely missed. So, Marc, how about you? Why don't you tell us a little bit about your background.   Mark: Sure, I've got a Master of Science in rehabilitation counseling, and I'm a certified rehabilitation counselor. And in fact, you know, when I was applying to the graduate program in rehabilitation counseling, Fred interviewed me. Uh, that was a few years back. But that...   Carol: Yeah, 1 or 2.   Mark: Yeah, but he was there right at the start for me. And then kind of in the profession, I got my start in community based non-profit agencies and then from there joined the Rehabilitation Continuing Education program for region nine at Interwork and SDSU in the early 2000. And when I was there, was involved in all kinds of different technical assistance, training and research projects, while also kind of teaching in an adjunct capacity in the Rehabilitation counseling graduate program at SDSU. And then eventually the Rehabilitation Continuing Education programs transitioned into the Technical Assistance and Continuing Education centers. So I continued doing that same type of work with what were called the TACE centers, and then in 2014, joined the Rehabilitation Counseling Program faculty at SDSU full time. So that's sort of where I spend a lot of my time. But I still continue working with, you know, Interwork. The two are just so intricately joined. It's really difficult to be part of one without being part of the other. So I continue doing work at Interwork. One of the recent projects that Mari and I were both involved in a few years back was the California version of the Promise Projects. It was a 5 or 6 years of work with transition age youth who were recipients of Supplemental Security Income. Presently, I'm the coordinator of the Rehabilitation Counseling program at SDSU, and do that while maintaining connections to a variety of projects at Interwork.   Carol: Yeah, you're always wearing about 40 hats. I always think of you, Mark, as being the data guy though, too, because you love the data. I mean, everybody likes data, sort of but you love the data. I mean, you've done some really amazing things with our national data.   Mark: Thank you. I enjoy that. I appreciate being able to bring that to a lot of the projects that I'm involved in. Yeah, you're right. I think I find it fun maybe at times where other people are like, oh, we'll leave that to somebody else.   Carol: Yeah, absolutely. Oh my gosh. So why don't you guys tell us a little bit about your p

Get ready to dive deep into the future of Vocational Rehabilitation (VR) with Dr. Joe Ashley and Dr. Bob Schmidt in our latest episode! Joe, the dynamic Project Director of the VR-ROI initiative at George Washington University, teams up with Bob, one of the leading economists and the Project Research Coordinator, to bring you insider knowledge on revamping return on investment models for VR programs. They're on a mission to streamline and elevate how VR agencies operate, helping them become more efficient, effective, and impactful. Their discussion is packed with actionable insights that will empower your agency to sharpen its data collection strategies, ensuring the true value of your services shines through. Plus, learn how to better communicate the VR success story to policymakers and stakeholders! Tune in to discover how you can maximize your VR impact with the latest advancements from the VR-ROI project. Don't miss out!   Listen Here   Full Transcript:   {Music} Joe: We're trying to make sure we have information that the director can use with policymakers, and something for clients and counselors to use to say, yes, this is the kind of services we're looking for.   Bob: The model we develop is based on readily available administrative data.   Joe: It's built on the individual customers and how well they do and what their outcomes are.   Bob: The human capital development, that's what it's all about a lot. Some things just aren't measurable. So when you mentioned financial return on investment, that's what we're talking about.   Joe: If you can't capture it, you're not able to tell the story.   Carol: Yep, if it isn't documented, it didn't happen.   Bob: That's right.   Joe: Yeah.   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 Dr. Joe Ashley, the project director for the VR Return on Investment project based at the George Washington University, and Dr. Bob Schmidt, one of the five economists working on the project and the project research coordinator. So, Joe, how are things going for you today?   Joe:  Today they are doing really well. Thanks for asking, Carol.   Carol: Nice to hear it, Joe. and Bob, how are you doing?   Bob: I'm doing well as well, at least, as well as Joe is doing.   Carol: That's awesome. Alright, glad to have it guys. Okay, so for our listeners, Joe is my colleague and we got him out of retirement to serve as the project director for this important initiative. And this project is funded by the National Institute on Disability, Independent Living and Rehabilitation Research, also known as NIDILRR. Now, this is the federal government's primary disability research organization and is part of the Administration for Community Living. Now, NIDILRR's mission is to generate new knowledge and to promote its effective use to improve the abilities of individuals with disabilities to perform activities of their choice in the community and to expand society's capacity to provide full opportunities and accommodations for its citizens with disabilities. NIDILRR achieves this mission by funding research, demonstration, training, technical assistance, and related activities to maximize the full inclusion and integration into society, employment, independent living, family support, and economic and social self-sufficiency of individuals with disabilities of all ages. They also promote the transfer of, and use and adoption of rehab technology for individuals with disabilities in a timely manner, and also ensure the widespread distribution and usable formats of practical, scientific and technological information. And they do address a wide range of disabilities and impairments across populations of all ages. Now, Joe, I know you have a little disclaimer you wanted to make.   Joe: Yeah, I just want to be sure that people understand that what Bob and I are going to talk about today is our opinion of what return on investment should be, and is not necessarily reflect what NIDILRR is looking at.   Carol: Excellent. Well thanks Joe. Let's dig in. So, Joe, why don't you kick us off and tell us a little bit about yourself and your journey in vocational rehabilitation?   Joe: Carol, I've been in rehabilitation for quite a while. I worked with the Virginia Department for Aging and Rehabilitative Services, the general agency in Virginia, for over 25-27 years, most of the time as an assistant commissioner in a variety of roles. I have a master's in rehabilitation counseling from the University of South Carolina. That sort of got me focused on vocational rehabilitation. And then later I had a Doctorate in rehabilitation from SIU at Carbondale that took me on a path of looking at program evaluation and program development. When I got to Virginia, I was working out of the Woodrow Wilson Rehab Center, now called Wilson Rehabilitation Center, and was working in a program that was collaborative across, it was one of the early transition grants, 1985,and it looked at vocational evaluation as a part of a process to help kids learn what they needed to do. And we were working with students from special education and vocational education in the schools, and vocational rehabilitation, and getting these systems to collaborate to help kids find out what they want to do and to be successful in employment and in life. And I got to where I really enjoyed that kind of collaborative work, and I ended up as an assistant commissioner in the agency, looking at developing innovative new programs as a part of my responsibilities and looking at a lot of the ancillary support services like rehabilitation, engineering and other kinds of things. Through a series of circumstances, I ended up as the director of the field services for four years, where I began to get a good sense of what disabilities needed to be in terms of supports to be successful in employment and being able to live successfully in their communities. In addition to that, what counselors and other staff needed to be able to provide those services to them. And then I got into the job that was my favorite, which was something called grants and special programs, where I did a lot of the Social Security stuff, cost reimbursement, work, incentives specialist advocates. We created a new system there to do fee for service for the work incentive services. We did a lot of work with the workforce agencies. I did all the agreements with that, and then I got to do grants and any of the grants that helped people with disabilities be able to live and work and thrive in their communities were things that we were willing to support. And I got to work with a lot of different funding systems and across a lot of different systems, you know, Special Ed workforce systems, behavioral health, a lot of different groups to help people with disabilities have opportunities. So that's what I really enjoyed. And that's where I came across the late doctor David Dean and then Bob Schmidt as a part of that package with Dean. And it was about telling the VR story. And I got real passionate about how do you tell this story in a way that is going to get people like GAO to pay attention, as well as help directors with policymakers and individuals and counselors help make decisions about what's a good choice for them. So that's really how I got to where we are today with this new grant.   Carol: Very cool Joe. I know we all look to your program in Virginia for kind of the cutting edge stuff that was happening, because you all seem to always have just something cooking.   Joe: Yes.   Carol: It didn't matter what. And especially like the disability work incentive stuff that you were talking about and all of that. Oh gosh. I just think you've done a lot of stellar things there.   Joe: Well thank you. It was fun.   Carol: It's awesome. So, Bob, tell us a little bit about yourself.   Bob: Sure. Happy to. Joe mentioned Doctor David Dean. He was a colleague of mine in the Department of Economics at the University of Richmond. He worked on what he called economics of disability, and he started working on that in graduate school at Rutgers with a faculty member there. And he worked on that. So that was in the 1980s. He came to the University of Richmond, and he got me interested in it because he was an outgoing, gregarious, very bright guy and made friends easily. So he got me involved in this probably early 1990s, and we started working with DARS and several other things at the time with Joe, but also Kirsten Roe. I don't know how many people remember her, but she was instrumental in all the work we did. So this is actually our third grant with NIDILRR. The first one was a demonstration grant. So it's a kind of a proof of concept. Second was implementing it. Now this one is refining it and taking it to the next step. That's what we're trying to do with that. So David got me excited about it. Joe keeps me excited and he keeps me honest.   Carol: That is awesome. Well, I know just being around the director ranks for years and folks talking about return on initiative, it's been a, you know, a hot topic. People chat about it, but I don't know that everybody always really understands it. And I think sometimes people think maybe it's something that it isn't and they aren't very good at explaining it, but everybody wants to do it. So you guys are going to unpack all this for us. Joe, why don't you tell us a little bit about the project and what you're trying to accomplish?   Joe: Well, with this current iteration. It's what NIDILRR calls a field initiated project on their development side, and it's got a ridiculously long title. So I'm just going to say it is about updating and simplifying our return on investment model. That's its main purpose, and it's about helping our agencies understand what they can d

Go behind the curtain at the National Clearinghouse of Rehabilitation Training Materials (NCRTM) with Heather Servais, Project Manager. Join us as we delve into the vast resources available to vocational rehabilitation counselors, supervisors, and VR professionals. From employment navigation to disability-specific resources and cutting-edge training, Heather reveals how the revamped NCRTM website is a treasure trove of information and tools to enhance your practices and improve services. Tune in to explore these new features and see how the NCRTM can support you in your vital work. Don't miss this opportunity to unlock the full potential of this dynamic platform!   Listen Here   Full Transcript:   {Music}   Heather: This is made by people that have done the work, like it's just so relevant and timely to what's happening in the field. We have resources on a Microsoft Word and PDF, PowerPoints. There's a whole bunch of information on the NCRTM page, which is a great starting point for when you're thinking about how can I make this information accessible for everyone? If you have a customer who's thinking about work, or you want to have some reputable job-seeking tools, it's a great tool for those counselors to be able to give to their customers. If you want help locating some resources, just email us NCRTM at New Editions dot Net.   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, Heather Servais project manager with the National Clearinghouse of Rehabilitation Training Materials, or the NCRTM, will join me in the studio today. So, Heather, how are things going?   Heather: It's so good to be here. I'm great. I'm so excited to be on Manager Minute.   Carol: I love it, I love it. We've been doing lots of fun stuff lately, so it's kind of fun to do this collaboration. I want to give our listeners a little bit of a background. So the NCRTM is a central clearinghouse for vocational rehabilitation information for individuals with disabilities, and it offers VR and education communities an opportunity to contribute new knowledge to their specific fields and gain visibility for their work. Now, I remember Heather, when I was still with Minnesota Blind, and I stumbled across this website and it was full of information, I was like, what is this? I had no idea it existed. And back then we had this internal like a little intranet. And I remember linking up staff to different materials because back in the day, and I know you went through a big refresh of the website back in the day, it was a little complicated to get through. I was linking folks to some really specific things that existed out there, and I thought that was so cool. Now, I know since you've been on, you've been working really hard on promoting the website and everything that NCRTM does, and we wanted to just take our listeners behind the curtain at the NCRTM. I also wanted our listeners to know, too, that Heather and I have been collaborating for the past few years on a lot of different items, and she has been fabulous in promoting our podcasts and all our materials for the VRTAC for Quality Management. So with that, let's dig in. So, Heather, would you tell our listeners a little bit about yourself and your journey into VR? You didn't just like land at the NCRTM out of nowhere. You came through kind of a fun journey.   Heather: Yeah. I'd love to tell you a little bit about my journey in VR. Well, if you would have asked me when I was growing up if I would be a VR counselor or know what the field of rehabilitation counseling was, I would have told you no. I actually landed in this field by happy accident when I went to college. I was majoring in history and was considering being a teacher, or maybe pre-law, and I was looking for ways to get involved on campus. And I came across a club called Best Buddies that pairs college students into 1 to 1 friendships with individuals with disabilities. And I just loved being a part of the club. I loved my buddy that I was able to be paired with. And then while I was volunteering, I got asked by one of my co volunteers to consider working with this new company in town that worked with individuals with disabilities on independent living skills and non-residential support services. So I started doing that when I was in college, absolutely fell in love with it. And then when I graduated, I moved on to work for a community rehabilitation provider, where I started as a job coach, moved up to an employment specialist. I dabbled in vocational evaluation and then eventually became the employment services manager. And while I was there and working in the field, I absolutely just fell in love and I knew that this is what I wanted to do with the rest of my life. So I actually went back to school for my master's while I was working full time.   I was really lucky to be the recipient of an RSA scholarship. That helped me be able to go back to school to get my master's in rehabilitation counseling, and I was able to do that, which I really felt like helped my career and was really able to be beneficial to me. When I made the jump from community rehabilitation provider to the state VR side, it was like there was all these names and terms and theories behind the work that I was actually doing. So it really kind of tied it all together in a nice little bow. I worked for that community rehabilitation provider for about seven years, and then I decided to make the jump to state VR to be a counselor. And for a long time I had a general caseload. I also worked in a rural county, and then towards the end of my time in the field, I worked with youth. And then I made the jump over to VR headquarters, where I took a supervisory job as the supervisor of at the time was a new unit called the Field and Provider Relations Unit, and this unit did training and technical assistance with both VR staff and with the community rehabilitation providers that were providing those employment services. So I really enjoyed it because it got to pull together the field experience that I had and then also the provider experience. And then my last stop at Florida VR was as the assistant chief of Field Services, where I oversaw a lot of the programming. So I oversaw learning and development, Ticket to Work, the employment programs team and the deaf hard of hearing deaf blind team and business relations team. I worked there and I loved building programs and loved being part of state VR. Towards 2020, I started to study for my Project Management Professional, or PMP certification. We were managing a lot of projects and building a lot of programs, and I felt like the PMP kind of helped me have a better understanding of some different methodologies to be able to do that. So it really helped pull the programmatic experience with the project management experience. And that's what really landed me here at NTM. So in my role, I get to work with a lot of technical assistance centers and training centers, and I'm able to have both the VR program knowledge and then also the project management knowledge to be able to understand the terms of the project and the contracts and the business aspect of this too. So it's been a long journey, but I'm so happy to be here because this role I get to work with so many different stakeholders. I love working with the VR agencies, the counselors, the rehabilitation counseling students, the parents, the families. I get to see it all, and not just from a local perspective. I'm getting to work with state and nationwide programs, and I think that's just a really big joy.   Carol: And it's so cool. What a great fit for you. This explains a lot. You crack me up, though, because I was considering being in pre-law like back in my undergrad as well. I feel like we have kind of similar journeys. I was a job coach. I'm like, we both come from those humble beginnings, kind of fall into VR, and we find a lot of our guests on the show have been from different backgrounds and sort of stumbled into VR different ways. So that is so cool to know about you. Thanks for sharing that. Now, I know sometimes people are maybe confused a little bit about the NCRTM can you ground us in like how all this works, how you're connected with RSA? Like who do you actually work for? Because people are like, is this an RSA thing? What is this thing? So give us the skinny.   Heather: Yeah, sure. So the NCRTM has actually been around for more than 40 years. When I found that out, you know, I was a little history nerd. So I did some digging and I was shocked. I was like 40 years. I mean, I think I've, you know, been around in the field for a long time and I didn't even know about the NCRTM until I was working at headquarters as a manager. So I think about the first basically half of my career, I didn't even know about it. And that's one of the things about this job is like, I want people to know. And so when NCRTM originated, it was a paper based repository that was basically where RSA grantees would submit their products at the end, and they would be stored and used and to what it is today, which is this really dynamic and engaging platform that has a website and a YouTube and social media and lots of connections. And so it's kind of continuing to grow and evolve. And the driver of NCRTM, where it actually originates is section 15 of the Rehabilitation Act. We are in there. And what section 15 says is that it creates a clearinghouse, and it says that we have to deliver three things. One is information about the location, provision and availability of services and programs for individuals with disabilities. We also need to have information and research related to recent medical and scientific developments bearing on disabilities. And we have to have information about the current numbers of individuals with di

Join us for an insightful episode of the VRTAC-QM Manager Minute as Brittny MacIver and Sarah Clardy from the VRTAC-QM team share their expertise on case management systems. Brittny, an expert in Program and Performance within our Quality Management team, and Sarah, the Program Director for Fiscal and Resource Management, delve into best practices and the growing trend of states seeking to upgrade their systems. Learn about the nuances of state requests and the RFP process, and gain valuable knowledge to help you decide whether it's time to stay with your current system or make a move. Listen Here   Full Transcript:   {Music}   Brittny: Avoid over customizing the system. There's a lot of systems out there that are already available in VR agencies, and so if it works for that VR agency, there's a good chance the majority of the processes are going to work for your agency as well.   Sarah: Silos, how do we break down silos? And this process really can be a nice segue to combining program and fiscal together. I know we've said that multiple times, and I don't think we can say it enough. This process really is an opportunity to develop relationships.   Brittny: Be curious. Your agency may have a process that you're unsure why it exists. Some may say that's how it's always been. I think it's good to be curious, figure out the reason behind it, and see if there's a way that you can streamline those processes.   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. Today I'm thrilled to have two of my esteemed colleagues, Brittny MacIver and Sarah Clardy from the VRTAC-QM, joining me in the studio today. So, Brittny, how's it going for you?   Brittny: It's going great. How about you?   Carol: Awesome. I'm better for seeing your smiling face this morning. And how about you, Miss Clardy? How are you doing?   Sarah: I'm great. Great to kick off a new week.   Carol: Excellent. So for our listeners, Brittny serves on the program and performance side of our QM team. And Sarah is the program director for the fiscal and resource management side of our QM team. And both of these ladies have extensive experience with case management systems. And during one of our regular Core QM Team meetings, I asked the team, I'm like, hey, what are some potential podcast ideas? And Brittny said, you know what? There are a lot of state voc rehab agencies on a quest right now for a new case management system. Either your state is requesting you to do another request for proposal or you're just like, hey, is there something better out there? So with lots of new players that have entered the market, your case management system is a lifeline. And if it's not functioning optimally, it can really lead to some significant issues. So we just wanted to have a conversation today that can help to guide you through this journey with open eyes. So let's dig in. So of course our listeners always like to know, like how did you people get into VR? Everybody wonders, like what's your story? So I want to hear from each of you about kind of your journey into VR. So Sarah, I'm going to kick it off with you.   Sarah: So many of you know Ron Vessell, he's a staple around VR. Ron actually hired me back in the year 2000. I was a very green government accountant just starting out, didn't know what I was getting into, and they took a chance on a new, young professional. And so I did a deep dive early in my career and never looked back.   Carol: Very nice, I love that. How about you, Britt? How did you find your way into VR? You came a little different way.   Brittny: Yeah, I think it was definitely a unique path. I actually worked in criminal justice at the prison system as a counselor for quite some time. They were privatizing the position, which meant we were kind of losing benefits. We're no longer going to be a state employee. So I started looking around for other counseling positions. And at my time at the prison, I found that there was a lot of individuals with disabilities and a lot of obstacles that we had to address and assist with while we were there. And so when I seen the position at VR, I was very interested in it interviewed. And that's where I got my start about 14 years ago.   Carol: And which state was that in? Britt.   Brittny: That was in.Indiana.   Carol: Yeah. That's cool. I think that's great. So you worked with Teresa?   Brittny: Yes.   Carol: Very good.   Brittny: I always joke and say my four years at the prison. And then I have to clarify when I was working.   Carol: I love that. In fact, we had a guest last month that also had come up through the correctional system as well. It was really fun, but that definitely having that skill set behind you coming into VR is super important, really needed. So let's talk a little bit about your work. Both of you do for the QM. Just so our listeners have a little sense. And Britt, I'm going to start with you about that. Like can you give them a little flavor kind of for what you do in this TA world?   Brittny: Yeah, as you mentioned I work on the performance team. So really all things performance. But we help agencies address performance related needs. So this can be anywhere from training on performance measures to data analysis on performance data, reviewing policy procedures, internal controls and sometimes even assessing the system impact around performance and seeing how that impacts the reporting pieces.   Carol: Yeah, I love our performance team, the stuff you guys do, and you're so good at your analysis and really looking at taking that data and really digging in deep as to what's going on. So it's a very, very important piece of what is happening out there for our VR programs as we're delivering that technical assistance. How about you, Sarah?   Sarah: I have the great pleasure of leading the financial arm of the VRTACQM, and understanding that the VR award is the probably the most complex award within the grants management world. It really covers a wide array of skills and knowledge and isn't just financial based, it's also program based. So under the QM, we help agencies sort of manage the grant from the whole life cycle perspective, making sure that all the federal requirements are met, taking a look at individual state requirements, how those two things intersect, and we spend a lot of time, probably the majority of my time is actually spent in the period of performance arena, and specifically as it relates to this topic today with case management service systems.   Carol: Excellent. So, Brittny, you had mentioned the issue of people are looking for a new case management system. And I know as of late it feels like we've had at least a half a dozen folks saying, you know, we're doing a new RFP. We either have to for the state or we're going out for a new system. What advice do you have kind of off the bat for people who are considering venturing into this new RFP process?   Brittny: Yeah, I think before writing the RFP, I think it's important for the state or the agency to do some research on what systems are out there. A lot of agencies are writing an RFP based on what their current system does, and they end up with a very similar system. The process and all the hard work of getting a new system can be really exciting. It could mean new innovative features and easier case management process, which leads to improved efficiency, improve services and outcomes. You could find a system that would help with documentation times. You can reduce that, and then that way the counselor can spend more time with their participants. So I think just seeing what's out there and what's available to help you write that RFP is huge.   Carol: Sarah, how about you? What's your perspective on making sure those fiscal pieces are addressed as they are thinking about RFPing?   Sarah: Oh goodness. There's so many perspectives to consider here. I think first and foremost states need to understand period of performance. I feel like that's a term that we make really complicated. And it's really nothing more than just looking at the funding sources that are available and understanding the timeline that agencies can obligate and expend funds. So I think, first and foremost, understanding period of performance. The second key piece really is understanding state requirements. We have a lot of states that aren't either aware of what their state requires, or there are things that are in place that they think is required by the state. And when we start doing a deep dive into what that looks like, sometimes those things really aren't state requirements. It's something that somebody put into place years ago that everybody just thought was what was required. So I think understanding those two things. And then third, I would say understanding what your end game is when you're working with a fiscal and a case management system, and we're looking at just sheer fund accounting and tracking those funds all the way through and then being able to report at the end of that cycle. And so I oftentimes will tell states, if you kind of look at the end game, look at the reporting that's required at the end, it really kind of establishes the things that are necessary along the way in terms of system adaptations, structure, configuration.   Carol: So definitely I'm going to tie you two together when a state is going out and they're looking at doing the RFP, you want to really think about your complete process so that you've got all the right team members in place from the get go, which can't just be the program side of your house. And I remember us doing this back in Minnesota as we were going through the requirements. It's like, what are those fiscal people doing here? They're all important. Like you need all the pieces together, talking through how this system is going to

Join us in the studio with Tyler Sadek, Go MN! Project Manager, and Amanda Jensen-Stahl, Director of Strategic Initiatives at Minnesota General, as we explore the transformative efforts of Minnesota's DIF Grant Go MN! This episode delves into innovative strategies designed to transition individuals with disabilities from subminimum wage to competitive, integrated employment.   Listen Here   Full Transcript:   {Music}   Amanda: Give them the tools and resources to look at other ways to support employment instead of that 14 (C) certificate.   Tyler: So much great work to be done supporting with individuals with disabilities across the country, and we really need people to help implement those innovative ideas so that we can serve these folks even better. This type of work is extremely important, and if you have a good team, I would dare even call this kind of work fun.   Amanda: Having that support is just so appreciated because there is a lot of pieces to this. And when you know, hey, I can call up Brandi and Iowa and just kind of say, hey, how are you guys dealing with this? That has just been really fantastic as well.   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 Tyler Sadek Go Minnesota project manager. And Amanda Jensen-Stahl, director of strategic initiatives with Minnesota General. So Tyler how goes it in Minnesota?   Tyler: Things are going well. I think spring might finally be here, so I'm pretty happy about that.   Carol: Yeah, I'm with you on that. I think we had spring, uh, in February and now we're now we're having winter. It's like what? What is happening?   Tyler: We're gonna give it another shot with spring.   Carol: I know it, it's hysterical. And, Amanda, it's always good to see you. How are you doing?   Amanda: I am good, it's so good to see you, too, Carol.   Carol: Well, we've been delving into the RSA Disability Innovation Fund grants, and this series is focused on the SWTCIE grants, or sub minimum wage to competitive integrated employment. And the purpose of this round of grants is to increase the opportunity for SWTCIE program participants, which includes 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, also known as CIE. Holy smokes, that's a  lot. And I love nothing more than talking with my Minnesota general peeps. You guys always have so much going on. And so for full disclosure for our listeners, before I retired from the state of Minnesota, I was the Assistant commissioner of the Workforce Services, part of the agency. I had the privilege of hiring your director, Dee Torgerson, into her position. And I think the world of Dee and the whole team there. So let's dig in. I'm excited about what you're doing. So, Tyler, I know you had your six month anniversary. Tell our listeners a little bit about yourself and how you came to VR.   Tyler: Yeah, so I was working as a restaurant manager, actually, and I volunteered for an organization called Life Track. I'm doing resume reviews, mock interviews, things like that. And then eventually a position opened up in business engagement, and I got hired. And in that role, I was supporting their employment program for people with disabilities as well as their other employment programs. Eventually, from that role, I moved into providing direct services to individuals with disabilities as a placement person, which I really loved. Eventually, another opportunity opened up at an organization called Resource, and I was hired on to help lead a direct appropriation grant for a few years. So I continued to do that, and then eventually I transitioned into an HR position, actually at a construction company called Parsons Electric, where I was responsible for community outreach, including working with VRS and other community organizations, as well as managing a few employee programs at the company. So in that role at Parsons Electric, I got connected to the State Rehabilitation Council, where I served as a representative of business, industry and labor and then eventually served as the chair of that council for a few years. So that was eventually led me to learning about Go MN a little bit. I saw the position opened up, I decided to apply and here I am. It's been quite the journey to this role, but I feel like it's a good culmination of my experience working with employers, doing placement, managing programs and leading others.   Carol: That is so cool. Our listeners always like to hear where people come from. It's like no one's journey in is ever clearly straight. It's a long and winding road and you're a fellow placement person. I used to do placement way back in the day. I have like fondness in my heart for that. So that. Oh, very cool. Amanda, how about you? You know, I've known you, but I didn't know about your journey into VR.   Amanda: Yes. So I went to school to become an English teacher. And then when I got out of college, I had a hard time finding a job. And so I got a job working with a CRP in Saint Paul. Shout out to Goodwill Easter Seals. And I fell in love with the work. I started doing job placement, job coaching and moved into a manager role where I was overseeing our placement team, our extended employment grant. We started an IPS program, so it was just an awesome, awesome experience. And then in 2015, a position became available at VRS for an extended employment specialist. And I thought, hey, I'm going to jump at this opportunity to use my experience on the CRP side and bring it over to VRS and the state of Minnesota. And from there, I've had a lot of great opportunities. You mentioned WIOA, I came in at the kind of ground level of when that was all starting, and got to build our process for career counseling, information and referral. I started working with our interagency partnerships with DHS, our Medicaid agency, and our special education agency, and then moved into overseeing business engagement, interagency partnerships, and now director of strategic initiatives. So it's been such a journey and just really incredible. And I'm grateful for all of those experiences because I think they all, you know, thinking about this dif grant and going, man, it is all serving us very well. This is kind of a culmination of much of that work.   Carol: That is super cool. I didn't know that about your background. Either. And you've done a ton at Minnesota. I always think whenever your name is tied to something, it's going to be stellar. It's going to be terrific. I do, I think the world of you. So, Amanda, can you give us a little snapshot of Minnesota general? Like how many staff do you have in the agency and how many customers do you guys serve? Yes.   Amanda: So we have 429 staff across the entire state, 23 field offices. And when we look at our last program year, so the last full program year of 22, we served about 12,919 individuals. We had over 5000 applications. And I'm really excited about our employment outcome rate is up over the last two years. So we're kind of building back from the pandemic, as I'm sure many folks are doing, and we're seeing the numbers of folks applying for our services go up, as well as those employment outcomes going up. So really happy that we're back to those pre-pandemic levels of people we're serving, which is just great news.   Carol: That is excellent to hear. I know folks really struggled. The pandemic just like crashed our customers. A lot of them, they were afraid to come out. I mean, they didn't want to be exposed to Covid and all of that. And it really decimated what the VR program was looking like. But we're seeing such a good rebound. You guys have also been rebounding in your numbers of staff too, with your staff vacancy rate. So I know does put a lot of initiatives into place. So you're much you know, I think you're at 20 some percent and I know it's much lower than that.   Amanda: Yes, absolutely. Dee and others have done some really great work with our HR department and really being creative and innovative in how we're recruiting staff, retaining staff, looking at all those ways to support staff with onboarding training. And we're really starting to see that dial shift where our vacancy rate is pretty low again. And we're back to kind of that pre-pandemic level. So we're really grateful for all those efforts. And just, you know, really, I know it's something that everyone struggles with, but just really thinking about, okay, how do we make this work and how do we make the state of Minnesota and VR's a really great place to work?   Carol: Excellent. I love to hear that. Now, I know Minnesota, you know, kind of shifting to our diff. You know, Minnesota still has a fair number of people who work at or are paid sub minimum wages. So tell us a little bit about the project and what you're hoping to accomplish. And Tyler I'm going to kick that to you first.   Tyler: Sure. So this is a disability innovation fund. So we are trying to develop innovative ways to serve people with disabilities in the state. So for this project, we're working with the Institute for Community Inclusion at the University of Massachusetts Boston, or ICI Boston, to pilot what's called progressive employment. So it's a dual customer model, meaning it's meant to serve both employers and job seekers. And it really is meant for people with limited or no work experience in competitive, integrated employment. So what's different about it is it's really meant to help people explore work, doing things like tours, job shadows, work experience, learning more about what work means for them, what their skills are, what t

Welcome to VRTAC-QM Manager Minute! Today, we're joined by Brandy McOmber, Project Director, Ashley Banes, Counselor Specialist, and Paul Fuller, Counselor Specialist, all representing Iowa General. Our focus is Iowa's Blueprint for Change DIF Grant and its creative use of the collective impact approach. This initiative aims to amplify opportunities for competitive integrated employment through strategic partnerships and pilot programs. Its overarching mission? To phase out sub-minimum wage employment in Iowa and revolutionize the career paths of individuals considering such options. As 14(C) certificate holders decline, many individuals find themselves without employment, often spending their days at home or in day habilitation programs. Stay tuned to learn more about how they're transforming lives with DIF!   Listen Here   Full Transcript:   {Music}   Brandy: Making sure that we have a focus across the state, that competitive integrated employment is the first and preferred outcome for all individuals with disabilities.   Paul: We want to partner with the CRPs, the school districts, mental health providers, and we want to be able to provide customized employment or ISPY at a much younger age in the high school.   Ashley: Our work group has looked at the direct support professional registered apprenticeship that already exists in the state of Iowa, and that's registered, and we're looking at what can we take from that and really kind of DIF it.   Paul: We're DIF'ing it.   Brandy: who wants to dive in with us and DIF it?   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 Brandi McOmber project director Ashley Banes, counselor specialist, focused on the apprenticeship program, and Paul Fuller, counselor specialist focused on the transition pilot all with Iowa general. So hey, gang, thanks for joining me in the studio today. So a little background for our listeners. I heard this group talk about their DIF project in a recent CSAVR monthly directors meeting, and they were focused on one aspect of the grant that was centered around the IPS project. And in fact, I thought maybe that was the whole thing. And shoot, CSAVR already stole them and stole my thunder. But I learned from talking to the team that there was so much more to their grant to unpack. So we are actually going to not focus on IPS, and we're going to pick up where they left off. Now, I've really enjoyed focusing on the DIF projects from each grant year, and they each have such a unique emphasis, and the ideas that are generated from one state can really be transplanted across the country. So as a reminder to our listeners, this DIF grant series is called the SWTCIE Subminimum Wage to Competitive Integrated Employment. And the purpose of this round of grants is to increase the opportunity for those SWTCIE program participants, which includes 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. All right, that was a mouthful. So let's dig in. Now I know our listeners are always super interested about your backgrounds. Like how do people get into VR? How do you even get here? So I'd like to understand each of your journeys into getting into VR. So, Brandy I'm going to start with you.   Brandy: Sure, thanks, Carol. To start out, I've worked with vocational rehabilitation services for 16 years now. Originally, I became interested in VR, as I previously worked at a facility with Transition Youth who were adjudicated as delinquent or CHINA or in other words, Child In Need of Assistance. So these were youth that had, you know, a lot of things to overcome in terms of transitioning into the world of work. So my specific role there was to help them come up with a plan. So in other words, where are they going to work? Where are they going to move out as they age out of the system? And through that process, I was able to interact with vocational rehabilitation in the state of Iowa. And it really got me interested in how much more of an impact I could have. So I applied and they accepted me. And then when I became a VR counselor, I really got interested in the other components of the broader state level work and applied and became a policy resource manager. And that gave me a much broader understanding of where we're at in the system, uniquely as a VR entity. With that coming into the DIF grant that we'll talk about today, it was really kind of the next level or the next step in the journey of moving from just our internal policy to how we can affect systems change throughout the state of Iowa. So that's really kind of my background.   Carol: That's excellent. And that really positioned you well for being project director on this DIF. Very cool. So Ashley, let's go to you. How did you meander into VR.   Ashley: Absolutely. And I think meandering is a great way of honestly describing it. I have worked within the state for about 14 years now, but I actually started within the Department of Corrections, and I hung out there for the first ten years of my career. Within that, the first six years, I ran our domestic violence program and carried a caseload of about 1000 clients when I did that. And the last four years that I was there, I really started focusing on mental health barriers, substance abuse barriers. And so that led me into a very specific program, which was our drug court program, and that is a prison diversion program. So that is the last stop somebody can kind of redeem themselves in before they get sent to prison. And the reason is I got super interested in that. My passion comes from actually very personal experience. And I lost my mom to suicide when I was 18 due to her severe mental health. So when that happened, that really left me asking questions of what supports are out there. And that really opened my eyes to see the lack of said supports in our community and in our state. So I hung out with in drug court for about four years, ran that program, and I started wanting to branch out because I was helping this certain population. And I was like, I know there's more out there. I know that I could be doing more. And I just felt like I was needed in more places. So a Voc Rehab counselor position opened and, the same county actually that I was running our drug court program in so I took a shot and applied for that and was offered that position. And so I jumped on that, I was  a Voc Rehab counselor, just carrying a normal caseload. for about a year, just over a year, and within that year is where I got into the IPS program that you touched on earlier that we already kind of talked about in our monthly meeting that we had. From there, the DIF grant counselor specialist position came up and I was like, this is really a way for me to take what I'm good at and the areas that I don't have a lot of experience in, like for example, being part of a grant was not anything I'd ever done in my life before, but I really wanted to have that experience. So I was like, this is my shot. So I applied for it and I honestly thought in my interview I was like, there's no way I got this. There's no way this is the worst interview of my life. And lo and behold, I got offered the position. So that's really kind of what got me in here. And being able to be kind of part of that top level systems change and being able to provide that support to my coworkers who are struggling with certain areas, that's really what drives me, and being able to take my passion and apply that. So that's how I meandered in here.   Carol: Well, first up, I'm very sorry about your mom.   Ashley: Thank you.   Carol:  In that situation, your background, I can imagine they snatched you up in one second because your background is so uniquely important to VR and having the mental health challenges that many of our customers face, that's been tough for counselors to handle and to work with. So I can see why you've been a valuable add to the team for sure. So, Paul, last but not least, how did you come into VR?   Paul: Meandering might be a good way to say it too, but my passion and my background here really lies in transition. And so I started my transition journey, I guess, in the Waterloo Community Schools here, the local school district, and I worked with individuals with disabilities in a transition program that partnered with Voc Rehab. And so I had 4 or 5 years of experience and then decided to apply. Then with VOC Rehab when a counselor position came open. That's been about ten and a half years ago. Best move I ever made. Love working with Iowa Voc Rehab. My coworkers here and everybody we get to help. So over those ten years, over the past ten years, I actually oversaw two transition programs in the local community where we assisted individuals with disabilities all the way from freshman through their transition into adulthood, all the way up to age 25. That was really interesting and fulfilling to me to see the growth that you would get from students and that you would see them obtain their goals and really achieve milestones for themselves that that were just amazing, watching them grow and learn and become adults, so to speak. And then, like Ashley, I saw the position with the DIF grant come open. Did not think I was going to get it after my interview. You know, those are the type of interviews that you end up getting the job when you think you bombed. But very fortunate to be here, part of a great team. Yeah, about 17 years total in transition, a little over ten here with Voc Rehab. And really looking forward to the things that we have going for us for the DIF grant.   Caro