Area Plan 2018-2021: Action Plan · A. Review and assess current Benefits Assistance Program,...

Action Plan - Area Plan _ Current

Area Agency on Aging, Region One

Area Plan 2018-2021: Action Plan

Reviewed and approved by Advisory Council: 8/24/17

Reviewed and approved by Board of Directors: 9/14/17



Action Plan - Area Plan _ Current of 18

Goal 1: Increase awareness and understanding of aging issues and help prepare Arizona for an aging population.

Objective 1.1: Increase knowledge and awareness of retirement planning, aging and caregiving issues targeted to Human Resources and

Employee Assistance Programs in corporations.

Team Leader: Mai Gabil

Team member(s): Marco Mendoza, Jamie Craig Dove, Scott Hawthornthwaite, Debby Elliott, Donna Heppermann

ACTION STEPS STATUS REPORT

A. Create a “Planning for Retirement” page on the Agency’s

website to use as an electronic resource for HRs and EAPs

to be completed by March 2018.

B. Begin identifying corporate Human Resource and

Employee Assistance Programs, which are interested in

receiving information and resources on retirement, aging

and caregiving and determine what materials are needed

by April 2018.

C. Participate in SHRM (Society of Human Resource

Management) activities and conferences.

D. Evaluate the efficacy of disseminated information by

tracking hits on web-site, requests for presentations, and

survey responses on an annual basis.





Objective 1.2: Create a comprehensive outreach and marketing strategy to inform older adults as well as their caregivers about programs and

services offered by the Area Agency, and encourage advanced planning.

Team Leader: Jamie Craig Dove

Team member(s): Scott Hawthornthwaite, Michael Harper, Alfredo Gonzalez, Charlie McCulloch, Melissa Elliott


A. Build and strengthen the Agency’s brand and define

program offerings across diverse markets, audiences and

geographic boundaries to inform older adults and their

caregivers on an ongoing basis.

B. Build community awareness of programs and

services through content rich regularly scheduled

eblasts, website, social media, direct mail, news

releases, and print and broadcast media on an ongoing

basis.

C. Promote the Agency’s programs and services by

participating in health fairs and community education

forums, and respond to requests for speakers on an

ongoing basis.





Objective 1.3: Pilot Caregiver Resource Zones and Benefits Assistance Program sites as Agency satellite offices to serve as hubs for

information and support.

Team Leader: Marco Mendoza

Team member(s): Jeff Dean, Debby Elliott, Melissa Elliott, Mary Lynn Kasunic, Alfredo Gonzales


A. Evaluate Current Resource Zones and Benefits

Assistance sites to determine community needs and ideal

locations to pilot as satellite offices by December 2017.

B. Identify services, staffing needs, and schedules for sites

to function as satellite offices by March 2018.

C. Choose 3 sites (west, central, east) to pilot expanded

services as satellite offices by June 2018 for

implementation in September 2018.

D. Evaluate the efficacy of having satellite offices by

March 2019.





Objective 1.4: Identify unmet educational needs of aging services professionals and develop a training plan.

Team Leader: Jeff Dean

Team member(s): Michael Harper, Charlie McCulloch, Alfredo Gonzalez, Zina Wood, Mai Gabil


A. Develop and conduct survey to determine training needs

for Agency and provider staff, and other professionals in

the community by December of each year.

B. Analyze survey results and develop an annual training

plan by March of each year.

C. Implement the annual training plan by July of each year.





Objective 1.5: Educate older adults about the importance and benefits of asking family and friends for help and support.

Team Leader: Melissa Elliott

Team member(s): Heidi Donniaquo, Scott Hawthornthwaite, Regan Smith, Lacey Knowles, Donna Heppermann


A. Create fact sheets, brochures and/or website page with

information on how to ask for help and support by June

2018.

B. Train Agency staff on how to educate clients and their

caregivers about asking for help by March 2018.

C. Create an outreach campaign on the importance and

benefits of asking family and friends for help and

support by November 2018.




Goal 2: Increase the ability of older adults to remain active, healthy, and living independently in their communities.

Objective 2.1: Promote a Healthy Aging Initiative by offering educational series at non-traditional locations and by seeking new and

innovative programs.


Team member(s): Heidi Donniaquo, Rose Leyba, Jane Lange


A. Offer Aging Mastery Program series at least 4 times per

year throughout Maricopa County.

B. Expand chronic disease self-management classes to

Medicare Advantage Plan Members to pursue

reimbursement under Medicare Health Behavioral

Assessment and Intervention benefit by March 2018.

C. Identify and begin offering evidence-based programs to

non-senior center sites by January 2018.





Objective 2.2: Expand the scope of ElderVention Behavioral Health Services by partnering with health plans, offering clinical services to

new population and providing preventive substance abuse education.

Team Leader: Heidi Donniaquo

Team member(s): Melissa Elliott, Lauren Friedman, Mary Coalson


A. Credential licensed clinical staff as they become eligible

for health insurance panels on an ongoing basis.

B. Deliver Mental Health First Aid, WISE, RX Matters and

opioid education beginning in October 2017.

C. Achieve evidenced-based status through Administration

for Community Living for the Agency’s “Too Many

Treasures” hoarding program by June 2019.





Objective 2.3: Explore alternative cost effective transportation and ride share methods, and promote driver training on aging and disability-

sensitive services.

Team Leader: Jeff Dean

Team member(s): Michael Ashton, Staci Johnson, Michael Harper


A. Identify current transportation programs, ride share

providers, public transportation, senior centers, and

volunteer programs available in the community by

January 2018.

B. Conduct a cost and quality analysis on the transportation

programs available by June 2018.

C. Select a pilot population and program(s) to implement

alternative transportation options by September 2018.

D. Provide service delivery advocacy for vulnerable

population through the use of organizations such as

MAG, Open Door Training Solution, and various other

public transportation providers on an ongoing basis.





Objective 2.4: Develop targeted programming and outreach for special populations including holocaust survivors, LGBTQ, underserved

ethnic minorities and homeless older adults.

Team Leader: Mary Lynn Kasunic

Team member(s): Debby Elliott, Melissa Elliott, Jeff Dean, Scott Hawthornthwaite, Jolie Mbonyingabo, Matthew Conner, Donna

Heppermann


A. Join local advocacy group (LGBTQ consortium) to stay

informed and develop targeted programming for

LGBTQ older adults by November 2017.

B. Conduct a targeted needs assessment to special

populations including holocaust survivors, underserved

ethnic minorities, and homeless older adults with

particular attention to Justa Center, Indian Seniors

Association of Arizona and Arizona Asian American

Seniors by March 2018.

C. Educate Agency staff on the unique needs of

underserved populations based on the needs assessment

by July 2018.

D. Develop new programs and implement existing services

based upon the targets needs assessment beginning in

September 2018.





Objective 2.5: Explore the possibility of developing alternative grocery shopping programs.


Team member(s): Leah Garcia, Jeff Dean, Mary Lynn Kasunic, Michael Harper


A. Identify the need for grocery shopping services for

Agency clients and explore delivery programs currently

available throughout the county by December 2017.

B. Develop a consolidated report on how to access the

current services, identify the barriers, and conduct a

comprehensive comparison of the features available in

each program by February 2018.

C. Foster relationships with shopping programs and work

on eliminating the barriers while expanding the features

and ease of access for the elderly population beginning

in July 2018.

D. Pilot an alternative grocery shopping program for older

adults by July 2018 and test the efficacy by July 2019.





Objective 2.6: Enhance Agency volunteer recruitment and retention strategies to address social support needs of older adults and caregivers.

Team Leader: Rose Leyba

Team member(s): Fran Atkinson, Lacey Knowles, Maryna Sachs, Andria Cubero, Lizzie Kazan, Staci Johnson


A. Create and administer a survey to current Agency

volunteers to solicit feedback on their experience(s) and

identify areas of improvement as needed by January

2018.

B. Create a comprehensive plan for recruiting targeted

volunteers for specific Agency program that address the

social support needs of older adults and their caregivers

by March 2018.

C. Enhance recruitment of volunteers in support of the

Agency’s two AmeriCorps programs by October 2018.

D. Continue to promote and participate in Service

Enterprise Initiative (SEI) on an ongoing basis.





Objective 2.7: Explore the possibility of expanding the Benefits Assistance Program to include counseling on Social Security and ALTCS.


Team member(s): Debby Elliott, Charlie McCulloch, Nicole Pezzella, Cynthia Salk, Regan Smith


A. Review and assess current Benefits Assistance Program,

Senior HELP LINE, and Ombudsman Program inquires

and evaluate the need to further offer specialized

counseling for Social Security and ALTCS by June

2018.

B. Explore development of either new or existing

volunteers to support the expansion of offering

counseling for ALTCS and Social Security by March

2019.

C. Provide education to Agency staff and volunteers with

most current information on Social Security and ALTCS

on an ongoing basis.




Goal 3: Increase the safety and well-being of older Arizonans.

Objective 3.1: Conduct ongoing legal assistance clinics and offer educational sessions on legal issues affecting older adults.

Team Leader: Robbin Coulon

Team member(s): Debby Elliott, Lynn Stanton, Maira Banuelos, Pascal Goddard, Scott Geiger


A. Research and identify legal topics relevant to older

adults residing in Maricopa County by December 2017

and review annually.

B. Identify key contacts and develop community

partnerships to identify paralegals, law students and/or

attorneys interested in participating in legal clinics or

educational sessions by March 2018.

C. Identify targeted community groups, determine potential

locations, develop a preliminary marketing plan by

March 2018, and explore methods for informing the

community of scheduled legal clinics and presentations

on an ongoing basis.

Create a Calendar of Legal Assistance Events by April

2018, to be updated monthly, and conduct at least one

legal educational seminar or legal clinic for older adults

and/or attorneys each quarter until December 2021.





Objective 3.2: Create a curriculum on dating violence to educate older adults.

Team Leader: Cyndi Patterson

Team member(s): Lizzie Kazan, Melissa Elliott, Alice Ghareib, Michelle Dominguez


A. Research and identify topics relevant to older adult

dating violence by December 2017.

B. Choose topics and develop a curriculum by March 2018.

C. Begin doing educational presentations in the community

by June 2018.





Objective 3.3: Help older adults maintain financial stability by promoting programs such as rent and utility assistance, SNAP and Elderly

Property Assistance Fund, and advocate for age-friendly application processes.

Team Leader: Michael Harper

Team member(s): Alfredo Gonzalez, Mackenzie Willneff, Larry Whitlow, Maira Banuelos, Cynthia Salk, Shannon Smith, Mariel Nellas


A. Identify programs that promote financial stability for

older adults in Maricopa County including application

processes and requirements by December 2017.

B. Conduct an outreach campaign to older adults about

programs that promote financial stability beginning in

March 2018.

C. Work with program administrators to advocate for age-

friendly application processes and share feedback on an

ongoing basis.





Objective 3.4: Provide education to older adults about fraud, including telephone scams.


Team member(s): Cyndi Patterson, Lizzie Kazan, Andrea Parra, Lennie Estrada, Alfredo Alvarez


A. Review current agency programs that address fraud and

scams including MEAPA and Senior Medicare Patrol by

March 2018.

B. Provide training for both MEAPA and SMP volunteers

to provide community education presentations about

general fraud, Medicare fraud and telephone scams by

September 2018.

C. Post on the Agency’s website and social media fraud

and scam alerts on an ongoing basis.





Objective 3.5: Advocate on issues affecting clients served by the Agency at the federal, state and local levels.

Team Leader: Mary Lynn Kasunic

Team member(s): David Diaz, Jeff Dean, Regan Smith, Marco Mendoza


A. Develop strategic initiatives, including position papers

and issue briefs, for advocacy with state and federal

elected officials and governments on behalf of older

adults on an ongoing basis.

B. Keep Agency staff and stakeholders informed on

legislative and policy issues that impact service delivery

to older adults on an ongoing basis.

C. Participate with other organizations who advocate on

behalf of older adult issues such as n4a, AZ4A, and the

Governor’s Advisory Council on Aging on an ongoing

basis.

Area Plan 2018-2021: Action Plan · A. Review and assess current Benefits Assistance Program,...

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