how to create a new guardianship program monica mitchell judicial staff counsel san bernardino...
TRANSCRIPT
HOW TO CREATE A NEW GUARDIANSHIP PROGRAM
Monica MitchellJudicial Staff CounselSan Bernardino Superior Court
STEP ONE
DETERMINE THE MODEL OF THE PROGRAM
STEP ONE: PICK A MODEL
Facilitation (passive, one on one) Direct (active, one on one) Workshop (group) Hybrid
STEP TWO MAKE FRIENDS
WITH THE PROBATE DEPARTMENT
STEP TWO: WORK WITH PROBATE
Court’s Probate Attorney Probate Clerks Probate Courtroom Clerks Probate Bench Officers Court Investigators
STEP THREE CREATE
MATERIALS FOR THE PROGRAM
STEP THREE: MATERIALS
“Operational Plan” Explains model of service Provides details re: expectations of how
program will work
STEP THREE: MATERIALS
Considerations for Operational Plan Target audience Marketing Physical location & supplies needed Intake procedures How services provided, staffed Closing procedures & record keeping
STEP THREE: MATERIALS
INTAKE MATERIALS FOR PROGRAM
Consent Form Sign In Sheets Self Help Packets
STEP THREE: MATERIALS
PROGRAM MATERIALS
Legal Information Forms Referral List Training Materials
STEP THREE: MATERIALS
HOW TO CREATEA TRAINING MANUAL
Attend guardianship hearing
Learn the legal requirements: Probate Code Cal. Rules of Court Local Rules
STEP THREE: MATERIALS
HOW TO CREATEA TRAINING MANUAL(continued)
Learn the forms: Judicial Council Local Forms
Learn the process Filing through
issuance of Letters
STEP FOUR INFORM EXISTING
SELF HELP PROVIDERS OF THE NEW PROGRAM
STEP FIVE
ACQUIRE & TRAIN STAFF
Volunteer Marketing
Training Time Limits
STEP SIX LIMITED INITIAL
MARKETING & OPENING OF PROGRAM
STEP SEVEN
ACHIEVING RESULTS IN THE REAL WORLD
STEP SEVEN: MAKING IT WORK
Estimated time for training staff: 10 hours to understand basic
guardianship law and practice 5 hours to understand the Petition and
Associated Forms (on top of base knowledge)
10 to 15 hours of training and observing to really understand service requirements and provide legal information
STEP SEVEN: MAKING IT WORK
Tweaking the Process Trial and error for 6 months or more to
learn best practices Improving flow of program (intake
through services rendered) Sustained communication with probate
staff to cement working relationship and obtain necessary feedback
Develop recruitment programs for staffing