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Kickoff: Transition to Planning and Execution

The purpose of the Nurse Executive Track Concluding Graduate Experience (CGE) is to prepare the current and emerging leader for an important part of leadership practice: Leading Organizational Change. Through this point in the CGE, your preparation for leading organizational change has focused on planning concepts and tools for practice change, process change, or quality improvement projects. You have explored and practiced the following project management concepts thus far: PICOT Development Project Charter Scope of Work Communication Plan Project Deliverables Critical Success Factors Work Breakdown Structure Gantt Chart If your project was aligned with the timing of the CGE lessons, you would be at the point where the planning phase is complete and it’s time to turn your efforts toward execution or implementation. In reality, it is nearly impossible to align the real-world timing of your project with the timing of the CG courses. You may already be in the execution phase in real life. Or your project may have hit delays or barriers and you’re not yet ready for execution. In real-world projects, the planning you have done to this point would all be done in a matter of several weeks. But now, for course purposes, you will imagine that your project is at this point where the next step is the kickoff event. The kickoff-to-execution presentation is designed to get everyone on the right path while inspiring and motivating them to succeed. This is your opportunity to showcase the work you have done designing and planning your project as well as the unique tools you developed and are about to implement. Your kickoff PowerPoint presentation is the key to setting the tone for the kickoff meeting. Kickoff PowerPoint Presentation Guidelines and Rubric

The purpose of the Nurse Executive Track Concluding Graduate Experience (CGE) is to prepare the current and emerging leader for an important part of leadership practice: Leading Organizational Change.Through this point in the CGE, your preparation for leading organizational change has focused on planning concepts and tools for practice change, process change, or quality improvement projects.You have explored and practiced the following project management concepts thus far:·         PICOT Development·         Project Charter·         Scope of Work·         Communication Plan·         Project Deliverables·         Critical Success Factors·         Work Breakdown Structure·         Gantt Chart If your project was aligned with the timing of the CGE lessons, you would be at the point where the planning phase is complete and it’s time to turn your efforts toward execution or implementation.In reality, it is nearly impossible to align the real-world timing of your project with the timing of the CG courses.You may already be in the execution phase in real life. Or your project may have hit delays or barriers and you’re not yet ready for execution. In real-world projects, the planning you have done to this point would all be done in a matter of several weeks. But now, for course purposes, you will imagine that your project is at this point where the next step is the kickoff event. The kickoff-to-execution presentation is designed to get everyone on the right path while inspiring and motivating them to succeed. This is your opportunity to showcase the work you have done designing and planning your project as well as the unique tools you developed and are about to implement. Your kickoff PowerPoint presentation is the key to setting the tone for the kickoff meeting. 

Course Outcomes

This activity enables you to meet the following course outcome(s):1. Apply evidence-based leadership skills and concepts in the execution and evaluation of an executive-level practice change project. (PO 4, 5) Due DateSunday 11:59 p.m. MT at the end of Week 4 

Total Points Possible

100 points 

Assignment Overview

This presentation is designed to be given to members of your team and the stakeholders in your project. As such, the following should be considered:·         You must recap your project plan, getting everyone in agreement for project, while you motivate and inspire your team and stakeholders. Introduce and give thanks to team members who have worked hard to get the project to the implementation phase. Give comments that help the teams realize that they are important. Discuss each team member’s role in the project. Everyone in the room is important and vital to the project’s success.·         All slides must have speaker notes so that someone may step in for you should you not be able to give your presentation. Speaker notes should not be just a repeat of what is on the slides but should provide the detail that may not be included on the slides. Slides should contain bullet points highlighting the “big points” without excessive narrative; your speaker notes then provide this narrative to expound upon what is in the bulleted information. Think of the speaker notes as a script that someone could use to give the presentation in your absence.·         A good rule of thumb for preparing the slides is maintaining the 6 x 6 x 6 rule for a professional PowerPoint presentation: no more than six lines per slide, six words per line, and six slides without a graphic. Illustrations of tools that you have developed such as the Gantt chart may be included on your slide but be aware of sizing of the illustration and the viewability of the slide. If an illustration is used, be prepared to describe its contents and applicability to the presentation within the speaker notes. 

Assignment Instructions

·         Abide by the Chamberlain College of Nursing Academic Integrity Policy.·         Create the assignment using Microsoft PowerPoint.·         Sources older than five years may not be used without the permission of the class professor.·         Slide content, speaker notes, andreference page(s) must follow APA guidelines as found in the current edition of the manual. ·         Consider using the assignment criteria and rubric, included below, as a guide for developing your slide deck.·         No more than one short direct quote (15 words or less) may be used in this assignment.·         First person may be used within this assignment. ·         Grammar, spelling, punctuation, references, and citations are consistent with formal academic writing and APA format as expressed in the current edition. 

Revision Process

If you do not receive at least a proficient rating in any contentcategory, you can re-submit your assignment with revision to that content category to improve the points earned within that specific section.Please note the following guidelines:·         After receiving your assignment grade, you have one opportunity to resubmit. ·         In order to resubmit, your initial submission must have been a complete assignment. Rough drafts will not be graded or allowed for resubmission. ·         Only content sections that did not receive at least a proficient rating with the first submission may be revised to earn a better score in that content category. APA format and writing style will not be re-graded.·         Points possible for revised and resubmitted work will not exceed the “proficient” rubric category (84%).·         Any revision must be submitted for re-evaluation within 7 days after the assignment grade is posted. For example, if your assignment grade is posted on Friday at 12 noon MT, you have until the following Friday at 12 noon MT to resubmit any content area that did not earn a proficient rating.·         Within 7 days from your resubmission, the class instructor will post your score for the resubmitted work. Steps to follow for resubmissionof a content section within an assignment that did not earn a proficient rating on the rubric:·         Contact your class instructor privately via email, phone, or Canvas private message to inform him/her that you plan to resubmit a content section of the assignment that did not receive a proficient rating on the rubric.·         Submit the assignment in its entirety (including the rewritten content section) within 7 days of the original assignment grade being posted. 

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Financial Planning & Wealth Management

Financial Planning and Wealth Management are crucial aspects of managing personal or institutional finances and investments and we at CapitalEssayWriting.com offer assignment assistance in this field. Financial Planning involves creating a comprehensive strategy to achieve financial goals, while Wealth Management focuses on preserving and growing wealth through investment management and other financial services.

Here’s an overview of these areas:

Financial Planning:

Setting goals entails working with customers to determine their financial objectives, such as retirement planning, financing for college, buying a home, or launching a business.

Budgeting and Cash Flow Management: Analyzing spending, saving, and income trends will help you develop a budget that will support your financial objectives and enable efficient cash flow management.

Risk management involves assessing potential risks related to life events like disability, disease, or death and advising on the most suitable insurance coverage, such as life, health, disability, and long-term care insurance.

Tax planning is the process of coming up with ways to reduce tax obligations, increase deductions, and improve tax-efficient investments.

Retirement Planning: Analyzing retirement needs, estimating future income requirements, and developing strategies to accumulate savings through retirement accounts, such as 401(k) plans or individual retirement accounts (IRAs).

Investment Planning: Assessing risk tolerance, time horizons, and investment objectives to develop an investment strategy aligned with the client’s financial goals.

Estate Planning: Assisting in the creation of wills, trusts, and other estate planning tools to ensure the orderly transfer of assets and minimize tax implications.

Education Planning: Creating strategies to save and invest for educational expenses, including 529 plans and education savings accounts (ESAs).

Wealth Management:

Investment management is the process of creating and putting into practice investment plans depending on the goals, risk tolerance, and market conditions of the customer. This includes choosing appropriate investment vehicles, diversifying the portfolio, and allocating assets appropriately.

Reviewing investment portfolios frequently, tracking performance, and rebalancing holdings to make sure they are in line with client goals and risk tolerance.

Risk assessment and management involves identifying and mitigating investment risks, such as market, liquidity, and specific investment hazards.

Financial Reporting: Providing clients with frequent information on investment performance, portfolio valuation, and income.

Estate and Trust Services: Assisting with asset allocation, tax planning, and distribution strategies, as well as the management and administration of trusts.

Retirement Income Planning: Developing strategies to generate income during retirement, such as managing withdrawals from retirement accounts and optimizing Social Security benefits.

  1. Tax Planning and Coordination: Collaborating with tax professionals to optimize tax strategies and minimize tax liabilities across investment portfolios and other financial activities.
  2. Philanthropic Planning: Assisting clients with charitable giving strategies, including donor-advised funds, charitable trusts, and foundations.

To excel in Financial Planning and Wealth Management, professionals often hold certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA). They should possess strong analytical skills, knowledge of financial markets and investment vehicles, and the ability to understand and navigate complex financial regulations and tax laws. Additionally, effective communication and relationship management skills are essential for building trust and understanding client needs.

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Checklist for Facilitating Meetings and Professional Development as a guide when planning your Opening

Instructional Leadership 

This template will be used to complete Unit 4 Assignment. It is important for you to read the directions for the Assignment carefully.

__________________________________________________________________

Unit 4 Meetings that Work

Directions for Unit 4 Assignment: 

Your school principal has come to you and shared that parental involvement is at an all-time low and is asking you to lead a committee in working to address the problem as well as propose two specific ideas to increase involvement. He is asking that you increase parental involvement from the current 10% of parents involved to 25% of the school’s parents becoming involved.

Use Exhibit 11.1: Checklist for Facilitating Meetings and Professional Development as a guide when planning your Opening, Pacing and Tone, Collaboration, Leaning, Shifting Energies and Closing. (From the Art of Coaching Teams Textbook).

Using the template, create two agendas that include:

  • Time
  • Activity/topics
  • Purpose of the activity/topics
  • Decision making process used during the portion of the meeting if necessary.

Unit 4 Assignment Requirements:

  • Complete two agendas for sequential meetings over a 4 week period of time using the template provided below
  • APA citations and references

Unit 4 Assignment Template

Intended Outcomes for Meetings 1 and 2:

  1. List your outcome #1 here
  2. List your outcome #2 here

Team Norms for Meetings 1 and 2:

  1. Norm 1 – List up to five norms you believe are necessary during your planning meetings
  2. Norm 2
  3. Norm 3
  4. Norm 4
  5. Norm 5

Agenda #1:

TimeActivity or TopicPurposeDecision Making Process
List the amount of time to be allocated to this section of the meeting Time: DD:MM:SSSection 1: Opening   What Team building activity(s) will you begin with? How will you share the outcomes?  Information SharingCommunity BuildingLearningPlanningProblem Solving   Identify the purpose of the section. What would you be hoping to accomplish?In this section of the template and meeting, are there necessary decision-making strategies that need to be used?
Time: DD:MM:SSSection 2: Data Analysis   What data would need to be brought to the meeting? Who would gather the data and where would they gather it? Who would present the data? What process would you use to analyze the data?Information SharingCommunity BuildingLearningPlanningProblem Solving     Identify the purpose of the section. What would you be hoping to accomplish?Decision making strategy?
Time: DD:MM:SSSection 3: Professional Development Planning   What NORMS for decision-making would be necessary? Who will design and facilitate sections of the planning? What configuration of large and small group conversations would be utilized?Information SharingCommunity BuildingLearningPlanningProblem Solving   Identify the purpose of the section. What would you be hoping to accomplish?Decision making strategy?
Time: DD:MM:SSSection 4: Closing What reflection will occur? What are the next steps after the meeting? Who and how will you provide feedback? Who and how will you report back to the school community?  Information SharingCommunity BuildingLearningPlanningProblem SolvingDecision making strategy?

 Agenda #2:

TimeActivity or TopicPurposeDecision Making Process
List the amount of time to be allocated to this section of the meeting Time: DD:MM:SSSection 1: Opening   What Team building activity(s) will you begin with? How will you share the outcomes?  Information SharingCommunity BuildingLearningPlanningProblem Solving   Identify the purpose of the section. What would you be hoping to accomplish?In this section of the template and meeting, are there necessary decision-making strategies that need to be used?
Time: DD:MM:SSSection 2: Data Analysis   What data would need to be brought to the meeting? Who would gather the data and where would they gather it? Who would present the data? What process would you use to analyze the data?Information SharingCommunity BuildingLearningPlanningProblem Solving     Identify the purpose of the section. What would you be hoping to accomplish?Decision making strategy?
Time: DD:MM:SSSection 3: Professional Development Planning   What NORMS for decision-making would be necessary? Who will design and facilitate sections of the planning? What configuration of large and small group conversations would be utilized?Information SharingCommunity BuildingLearningPlanningProblem Solving   Identify the purpose of the section. What would you be hoping to accomplish?Decision making strategy?
Time: DD:MM:SSSection 4: Closing What reflection will occur? What are the next steps after the meeting? Who and how will you provide feedback? Who and how will you report back to the school community?  Information SharingCommunity BuildingLearning PlanningProblem SolvingDecision making strategy?

References

Checklist for Facilitating Meetings and Professional Development as a guide when planning your Opening

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Process for Planning, Preparing and Rehearsing Presentation in the BCOM text as a guide for developing your presentation

the PowerPoint will inform how social media can help an organization improve in areas such as sales, performance, culture, or positive image. Your audience is the same manager; someone who is familiar with social media but wants to learn more about how they can use it to help their organization reach its goals.

Develop a PowerPoint presentation of 12–18 slides including:

  • A title slide.
  • An agenda slide.
  • An introduction slide.
  • Body content slides.
  • Conclusion slide.
  • A sources slide.

All slides count toward the required length. Start with your slide deck from the Week 5 assignment. Incorporate feedback you received from the professor and expand the presentation for this assignment.

Instructions

  • Revise your slide deck from Week 5 presentation, taking your professor’s feedback into account.
    • Revise the title slide.
    • Revise the agenda slide.
    • Revise the introduction slide.
  • Develop 10–15 body slides for your presentation that inform a manager how social media can be used to help an organization reach its goals.
    • Overview of issue or opportunity.
    • How a selected social media can be leveraged to resolve an issue or leverage an opportunity to help a company reach its goals.
  • As you develop your presentation, refer to the general design requirements found in Chapter 12 of your BCOM text.
  • Your presentation must be submitted in .PPT or .PPTX format. Other submission formats will be returned ungraded. Incorrectly formatted file submissions may be corrected and resubmitted for late credit.
  • Focus your work on clarity, writing mechanics, professional language, and appropriate style.
Requirements

The PowerPoint presentation must adhere to the following requirements:

  • Content:
    • Revise the first three slides of a presentation that addresses the use of social media in the workplace.
      • Include the title of the presentation, your name, and the presentation date on the title slide.
      • List the key points that outline the structure of your presentation on the agenda slide.
      • Provide an overview of the presentation purpose and its context to the target audience in the introduction slide.
    • Cover the purpose and key points of the presentation in 10–15 body slides with illustrations, images, and graphs/charts that reinforce the key points and purpose.
      • Use Figure 12.1 Process for Planning, Preparing and Rehearsing Presentation in the BCOM text as a guide for developing your presentation.
      • Use Figure 12.2 Presentation Planner in the BCOM text to organize the content for your presentation.
      • Use Figure 8.1 Inductive Outline Used in Persuasive Messages Sent in Written, Electronic, or Spoken Formin the BCOM text as a guide while developing the presentation purpose and key points.
    • Conclude the presentation using a single slide for the closing that contains a one-sentence wrap-up statement reinforcing the purpose of the presentation.
    • Provide the required number of two references; all references are peer-reviewed, academic references that are added to a sources slide after your closing slide using the Strayer Writing Standards.
  • Format:
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Prerelease planning stage of the re-entry process for inmates and offenders to help support a plan for successful rehabilitation upon release

Imagine you are a case manager. You need to identify goals and strategies involved in the prerelease planning stage of the re-entry process for inmates and offenders to help support a plan for successful rehabilitation upon release.

Choose 1 offender from the following populations:

  • Juvenile with no supports
  • Elderly with health issues
  • Female who wants to reintegrate back with her children

Review and conduct research on the following goals related to the re-entry process:

  • Goal 1: Address housing needs of inmates post-incarceration.
  • Goal 2: Assist inmates in obtaining employment post-release.
  • Goal 3: Provide resources for mental health, medical, and substance abuse treatment during and after incarceration.
  • Goal 4: Connect offenders with appropriate government benefits

Write a 1,050- to 1,400-word re-entry plan with evidence-based strategies to describe strategies for meeting these goals. For each goal:

  • Describe the goal and how it relates to reducing recidivism.
  • Identify 2 strategies from each goal, and describe how the associated activity will benefit the offender in the long term. Are there any potential barriers based on gender, age, race, or needs of another special population?
  • Describe 3 activities or strategies that would contribute to the success of the client to meet the goals and maintain success back in the community.

Cite at least 2 sources as evidence to support your paper.

Format your assignment according to APA guidelines.

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Importance of production planning and scheduling within an organization

Operation Management

 Please respond to the following:

  • Analyze the importance of production planning and scheduling within an organization. Evaluate a bad experience you have had with an appointment from the perspectives of the customer (you) and the organization with regard to inefficient planning and scheduling.
  • Analyze the experience you provided from a process perspective. Suggest ways the schedules could have been designed to be more efficient and effective.
  • Be sure to respond to at least one of your classmates’ posts.

Week 9 Discussion 

Please respond to the following:

  • Select two fast food restaurants and evaluate them in terms of service quality. Suggest ways to improve the service quality.
  • Evaluate the two fast-food restaurants in terms of the “Seven QC tools” discussed in Chapter 15 of textbook, OM. Determine the top three QC tools that tend to be most valuable to business owners. Explain your rationale.
  • Be sure to respond to at least one of your classmates’ posts.

Week 10 Discussion 

Please respond to the following:

  • Compare and contrast the lean service system found within Southwest Airlines to a full-service airline such as United Airlines, British Airways, and other large carriers in terms of cabin service, boarding process, baggage handling, and service encounters.
  • Recommend ways for the airline carriers to improve their lean operation systems in terms of speed and quality while reducing waste and costs. Explain your rationale.
  • Be sure to respond to at least one of your classmates’ posts.

Week 11 Discussion 

The following questions will give you a chance to self-evaluate, to think about what you’ve been learning in this course, and to draw your own conclusions about how you can apply communication, problem solving and innovation in your life. Your answers may be used to determine how to improve the program for future students. Your answers will not be used for marketing purposes. Please respond in a paragraph of at least 5–7 sentences to fully address all questions. Be sure to use your own words!

Think about the skills that you have learned in this course: communication, problem solving, and innovation.

  1. How can you apply what you learned about communication, problem solving, and innovation to your personal, professional, and academic life?
  2. How will the skills you developed help you be a better persuasive writer? Give a few specific examples of how the skills contribute to persuasive writing

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What are the main points of the authors, and how did the organization
decide to adopt a strategic planning process?

Instructions
Your task is to offer a detailed critique of a peer-reviewed or scholarly
article you locate in the CSU Online Library. The article should discuss the
strategic planning efforts that have been undertaken by either a public
sector organization or a nonprofit organization and must include financial
considerations and aspects of the undertaking.
Address the questions listed below.
▪ What are the main points of the authors, and how did the organization
decide to adopt a strategic planning process?
▪ Could the organization’s goals have been facilitated in the absence of
strategic planning? Regardless of your response, in what
circumstances can strategic planning be eliminated as a process in
contention for implementation?
▪ What are some of the organizational and plan standards that appear
to have been maintained in order to accurately measure and assess
plan success?
▪ What is your assessment of the financial commitments that the
organization made to the strategic planning initiative, and do you
think that they are representative of more widespread public or third
sector strategic planning efforts?
▪ What does the article suggest about the viability of strategic planning
in the public or nonprofit sector?
The critique should be at least two pages in length, be double-spaced, use
Times New Roman, 12-point font, and utilize APA style. Be sure to cite all
quoted and paraphrased material (either from the article being reviewed or
any other sources you might choose to add) appropriately in APA format.
Your focus in this assignment is to collect your thoughts and opinions on
the topic and relate them in an intelligent, critical fashion.

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Enterprise resource planning (ERP) application (Oracle)

You are a security professional for Blue Stripe Tech, an IT services provider with approximately 400 employees. Blue Stripe Tech partners with industry leaders to provide storage, networking, virtualization, and cybersecurity to clients.

Blue Stripe Tech recently won a large DoD contract, which will add 30 percent to the revenue of the organization. It is a high-priority, high-visibility project. Blue Stripe Tech will be allowed to make its own budget, project timeline, and tollgate decisions.

As a security professional for Blue Stripe Tech, you are responsible for developing security policies for this project. These policies are required to meet DoD standards for delivery of IT technology services to the U.S. Air Force Cyber Security Center (AFCSC), a DoD agency. 

To do this, you must develop DoD-approved policies, standards, and control descriptions for your IT infrastructure (see the “Tasks” section in this document). The policies you create must pass DoD-based requirements. Currently, your organization does not have any DoD contracts and thus has no DoD-compliant security policies, standards, or controls in place.

Blue Stripe Tech’s computing environment includes the following:

o   Active Directory (AD)

o   Domain Name System (DNS)

o   Dynamic Host Configuration Protocol (DHCP)

o   Enterprise resource planning (ERP) application (Oracle)

o   A research and development (R&D) engineering network segment for testing, separate from the production environment

o   Microsoft Exchange Server for email

o   Email filter

o   Cloud-based secure web gateway (web security, data loss protection, next-generation firewall, cloud application security, advanced threat protection) 

§  Two Linux servers running Apache Server to host your website

§  400 PCs/laptops running Microsoft Windows 10, Microsoft 365 office applications, and other productivity tools

Tasks

§  Develop a list of compliance laws required for DoD contracts.

§  Determine which policy framework(s) will be used for this project.

§  List controls placed on domains in the IT infrastructure.

§  List required standards for common devices, categorized by IT domain.

§  Develop DoD-compliant policies for the organization’s IT infrastructure.

§  Describe the policies, standards, and controls that would make the organization DoD compliant.

§  Develop a high-level deployment plan for implementation of these polices, standards, and controls.

§  Write a professional report that includes all of the above content-related items and citations for all sources.

§  12 servers running the latest edition of Microsoft Server, providing the following:

  • Format: Microsoft Word (or compatible)
  • Font: Arial, size 12, double-space
  • Citation style: Your school’s preferred style guide

Length of final report: 14–18 pages

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Matrices regarding their relevance for strategic planning

Use the work you completed for Parts, I, II, and III with your CLC group to inform your analysis for this assignment.

Write a 500-750-word analysis of the significance of the three Matrices regarding their relevance for strategic planning. Describe the key information for each of the three matrices and how information from each will influence recommendations for strategic plans to improve the position of the company.

Without prematurely determining and formalizing strategic goals and objectives, begin thinking about possible strategies to capitalize and add value to the organization based on the analysis of this information.

Be sure to cite three to five relevant and credible sources in support of your content. Use only sources found at the GCU Library, corporate websites, or those provided in the topic Resources. 

This assignment uses a rubric. Please review the rubric prior to beginning the assignment to become familiar with the expectations for successful completion.

Prepare this assignment according to the guidelines found in the APA Style Guide, located in the Student Success Center. An abstract is not required.

You are required to submit this assignment to LopesWrite. A link to the LopesWrite technical support articles is located in Class Resources if you need assistance

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How does the treatment planning process at your site differ from the ideal that is described in the lecture for this topic?

Treatment planning is emphasized as collaborative, but is this an ideal that is not realized in practice? How does the treatment planning process at your site differ from the ideal that is described in the lecture for this topic?

In thinking about the way my site does the treatment planning with by laying out goals and then working on those goals while in session and during case manger sessions as well. I feel that we do the same that is stated in the lecture. Due to the fact that by seeing what needs to be fixed in order to get the client in a better place. For instance if the client was working in order to change there living situation it will be stated that they will work on this goal. Even having a family session if it is needed in order to help the family understand what the client needs from them. By setting various goals it gives something for the client and the counselor to work towards. By also giving the client some space if they are not ready to work on certain things. Such as not wanting to work on trauma quite yet which is ok because it does take time for the client wanting to open up more the counselor. It is so important to not rush the client into working on trauma but it has to be known that it is so important to work on that trauma at some point in time.

My response:

Good morning Lauren

Hello Professor and Class,

I feel that treatment planning is very important and for the most part is recognized as an important part of the plan for the client, as they begin to recognize their issues and engage regarding steps to take to reach desired goals. In practice I feel that there are places that may not consider the process of collaborative planning as important, as it is a very effective in my opinion if it is utilized correctly. The treatment planning process at the site I’m currently at is very comparable to the one presented in through the lecture. The collaborative effort from the counselor and client allow the client to express the direction they desire to go, while the counselor ensures that the goals are specific, measurable, and attainable. I also like how the reading addressed the language used and the methods of explanation of the process of treatment planning, as it was explained to me at the site I’m at as a therapist it is important to be able to lay things out to the client in a manner that isn’t over their heads or demeaning.

My response:

Good morning Katrina

I believe that treatment planning is emphasized as a collaborative, this is why counselors do prior assessments to gather past and current information (depending on the assessment) regarding the client. It also reveals family history which is important when diagnosing because there are diagnoses that are hereditary such as depression, schizophrenia and alcohol and substance abuse. I believe that if treatment planning was not emphasized in our practice that things can be missed.

After reading “Using the WDEP System of Reality Therapy to Support Person-Centered Treatment planning.” I found some similarity with my site that is mentioned in this journal under clinical treatment planning such as “Treatment plan templates can be completed in an almost formulaic way by a counselor on behalf of a client, following an initial assessment/therapy session. Such completed templates are generally reviewed briefly with the client at a subsequent session and, after being signed by the client, are filed to meet insurance billing and reimbursement requirements.” (Wubboldng, Casstevens & Fulkerson, 2017).

Where I am doing my internship, they use templates for their treatment planning and we briefly follow-up with the client before they sign them. They are also reviewed to make sure they meet requirements for the individual’s insurance company. Our compliance coordinator also reviews the goals that are set and makes sure the theory we are using is appropriate, it needs to match up with what we are doing. One thing I do not like about these templates we use for treatment planning is the drop-down box we use for goals and objectives because most the time my client goals do not always match.

So, far my answer is “work with what you have, you can only do your best”.

Reference

Wubbolding, R. E., Casstevens, W. J., & Fulkerson, M. H. (2017). Using the WDEP system of reality therapy to support person-centered treatment planning. Journal of Counseling and Development, (4), 472. Retrieved from https://search-ebscohost-com.lopes.idm.oclc.org/login.aspx?direct=true&db=edsgsr&AN=edsgcl.507658356&site=eds-live&scope=site

My response:

Good morning Iva,

Most providers, especially those in the mental health field, use treatment plans as blueprints to guide services provided. Mental health treatment plans typically highlight important assessment information, define areas of concern, and establish concrete goals for treatment. At my worksite Clinicians gather unformation from the intake assessment that the client provides, they also inclde information the client discusses with them during the first session. Treatment plans are strenght-based and they include goals that are attainable for the client. Items included in the treatment plan include basic demographic information, psychosocial history, onset of symptoms, diagnoses (past and present), treatment history, and any other assessment information pertinent to well-being. It is pretty standard as how treatment plans are completed. I work within a system called MINDLIC and Clinicians just follow the standard questions to gather information from the psychiatrist, client history, strengths, goals, outcomes, objectives, interventions and a timeframe that the clinician feels they will be able to meet the clients need.  

My response:

Good morning Tamera

DQ#2 How do you resolve the dilemma that is created when biopsychosocial assessment clearly identifies a major problem area that the client does not wish to contemplate changing?

Re: Topic 3 DQ 2 Thinking about this question I do feel like it is important to be able to adjust your plan when the client does not feel they are ready to tackle a point of trauma in there life. I do feel like being able to let the client tell you when they are ready is key because you never want to push a client into working on something. For instance if they feel they are comfortable enough without working on there trauma then that is fine. But is also important to remind them that you are there for them when they are ready to work on it. If they do transition to IOP or another level of care and that trauma becomes something that they are ready to work on then it will be worked on. It is also key to give the client tools in order to get through those bad moments. By just reminding them that you are here for them when they are ready to talk and work on it is just important. I do feel like just making sure the client is able to be safe when something comes up is so important.

My response:

Good afternoon Lauren

Hello Professor Krupp & Class

As a counselor, it is not enough just to look a client you have to look at the client’s environment as well. A biopsychosocial interview is utilized because problems usually don’t exist in a vacuum. They all influence each other in different ways. When dealing with a client who is identified in the biopsychosocial assessment as having major problems to include alcohol, sex offences, stealing and lying, who refuse to change his way, the counselor must cultivate patience, reframe resistance, express empathy, keep calm, seek support from peers or consider terminating the therapeutic relationship. When dealing with a difficult client the counselor must first determine the client stage of readiness and the therapy should be less about making change but more about moving forward. Giving the client choices, gives the client the chance to make informed decisions and engages them in the process. Counselor should talk with the client and write the discussion down giving the client feedback while focusing on the client’s strength and paying attention to the client’s behavior.

My response:

Good evening Gloria

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