Coronavirus resources and support. Learn more
Case Conferencing Tool Bank
November 5, 2020Action-oriented case conferencing can become the engine of your system to end homelessness. BFZ communities are using these tools to house clients faster, and by-name lists are reducing. What’s more, when you improve your case conferencing practice, you transform your team culture for mutual collaboration and support. Pick a resource and try changes at your next meeting. Use the Case Conferencing Tally Sheet to measure if your change is an improvement.
Sign up here to receive info on a Case Conferencing Improvement Cohort, starting January 2021.
Download Case Conferencing Summit materials here
Become a Power Facilitator
Facilitate the Learning Loop
Download | View on Google Drive
Get housing placements, not updates. Facilitate this basic flow for each client in each meeting, and you’ll generate action and learning.
Facilitator’s Guide to Transforming Team Culture
Download | View on Google Drive
Case conferencing is an opportunity to transform how your team thinks and acts.
Agenda Building Kit
Download | View on Google Drive
Invest in a consistent, goal-oriented agenda to get the most out of case conferencing.
Engineer Your Meeting for Action and Improvement
Buckets In-Meeting Facilitation Slides
Download | View on Google Drive
Make the housing process visible and find your next action step faster.
Target Move-In Dates Guide
Download | View on Google Drive
Setting target move-in dates helps your team learn which actions move clients forward.
Pick Clients to Discuss, Hit Goals, and Leave No One Behind
Download | View on Google Drive
When you can’t cover your whole list, decide how to make progress.
Track Client Outcomes
Case Conferencing Tally Sheet
Download | View on Google Drive
The simplest way to evaluate if your meeting is sparking action.
Target Move-In Dates Calculator
Are you on track to house enough people to reduce your actively homeless number? This goal calculator will help you know.
By-Name List Template
Download | View on Google Drive
Use our fields curated for action and analytics.
Align Participants in Shared Purpose
Set Objectives for Your Meeting
Download | View on Google Drive
Your meeting’s main objective should be to move clients faster through the housing process.
Partner Invitation Checklist
Download | View on Google Drive
Each person at the case conferencing table should leave with action steps that will move clients toward housing.
Jobs in Your Meeting
Download | View on Google Drive
Each person at the case conferencing table should leave with action steps that will move clients toward housing.
Multi- Meeting Design Grid
Download | View on Google Drive
Map the purpose of each of your case conferencing meetings to detect overlap and gaps.
Case Conferencing Summit Workshop Slides and Recordings
Engineer your Meeting
Buckets Bootcamp: Speed Clients Through System Bottlenecks
Download Slides | View Slides on Google Drive | Recording
Measure for Results: How to Know the Meeting is Working
Download Slides | View Slides on Google Drive | Recording
Pick Clients to Discuss, Hit Goals, and Leave No One Behind
Download Slides | View Slides on Google Drive | Recording
Start Clean: Your Meeting Objectives and Invitation List
Download Slides | View Slides on Google Drive | Recording
Setup the BNL for Action
Download Slides | View Slides on Google Drive | Recording
Become a Power Facilitator
Facilitate for Housing Placements: Break the Updates Meeting
Download Slides | View Slides on Google Drive | Recording
Craft Team Dynamics as a Master Facilitator
Download Slides | View Slides on Google Drive | Recording
Transform the Team
Do the Inner Work, Become a Movement Leader
Download Slides | View Slides on Google Drive | Recording
Frontline Staff: How to Make the Meeting Yours
Download Slides | View Slides on Google Drive | Recording
