Once established, the case management plan must be put into action
Once the case management plan is established, it must be put into action.
Once the case management plan has been established, it must be put into action.
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Implementation examples: referrals, e-monitoring, PIP, prosocial interests
Strategies can include referrals for services and supports, monitoring electronic activity, placing an underperforming employee on a performance improvement plan, or encouraging prosocial interests.
Case management strategies vary but can include making referrals for services and supports, monitoring an individual's electronic activities
Evaluation: check whether strategies have the intended impact
During evaluation, the BTAM team should check in with the individual and/or relevant partners to determine whether strategies are having the intended impact.
the BTAM team should check in with the individual of concern and/or relevant partners to determine whether risk management strategies are having the intended impact
Evaluation should track compliance, engagement, and changes in behavior
The team should consider whether the individual is complying with interventions, engaging with programming, and showing changes in mood, mental state, or behavior.
The BTAM team should also consider whether the individual is complying with interventions, engaging with programming, and exhibiting any changes in mood, mental state, or behavior.
Revise the plan until the individual no longer poses a risk
If appropriate, the team should adjust the case management plan and implement revised strategies until the individual is no longer determined to pose a risk.
If appropriate, the BTAM team should adjust the case management plan and implement revised strategies until the individual is no longer determined to pose a risk of harm to themselves or others.
Closure occurs when the individual no longer poses a risk of harm
Closure occurs when the BTAM team determines that an individual of concern no longer poses a risk of harm to themselves or others.
Closure occurs when the BTAM team determines that an individual of concern no longer poses a risk of harm to themselves or others.
Why inferred Defines the closure phase in running text rather than in a Key Terms section; classified as a definition by judgement.
Closure decisions should involve all relevant stakeholders
The decision to close a case should involve all relevant stakeholders, including the BTAM team and organizational leaders.
The decision to close a case should involve all relevant stakeholders, including the BTAM team and organizational leaders.
Teams should document closure rationale and check in with stakeholders
BTAM teams should be able to articulate the rationale for closing a case, document the decision, and check in with relevant stakeholders, including the individual of concern as deemed appropriate, to ensure no concerns return and no new concerns arise.
BTAM teams should be able to articulate the rationale for closing a case, document the decision, and conduct a check-in with relevant stakeholders
Every phase should account for the elements of effective risk management
Throughout each phase of the risk management process, the BTAM team should account for relevant elements of effective risk management.
Throughout each of these phases of the risk management process, the BTAM team should account for relevant elements of effective risk management
Strategies should be informed by four foundational elements
Specific strategies should be informed by four elements: addressing factors of concern, redirecting motives, creating a less prone situation, and using the Systems Approach.
Specific risk management strategies used during the BTAM process should be informed by the four foundational elements
Identify and address objectively concerning behavioral and situational factors
BTAM teams should identify and address behavioral and situational factors that are objectively concerning, such as personal or workplace stressors.
BTAM teams should work to identify and address behavioral and situational factors that are objectively concerning, such as personal or workplace stressors.
Employee strategies: mentoring, reduced-rate counseling, bereavement, finance help
For employees, management can include employment support or mentoring, free or reduced-rate counseling, bereavement assistance, and financial consultation.
Management strategies for addressing factors of concern (i.e., negative factors) for employees can include additional employment support or mentoring, free or reduced-rate counseling services
BTAM teams can connect external individuals to services and courts
For external individuals such as customers or clients, BTAM teams can offer community service connections, liaise with law enforcement for wellness checks, and seek court orders when appropriate.
BTAM teams can offer connections to community and social service providers, liaise with law enforcement to conduct wellness checks, and partner with the judicial system to obtain court orders
Management should promote positive factors as well as address negatives
In addition to addressing negative factors, management should include efforts to promote the mitigating factors in the individual's life.
In addition to addressing negative factors, management should include efforts to promote positive factors
Positive factors: goal support, social connection, employee resources
Positive factors can include supporting personal, financial, and career goals, facilitating social connections, and participating in employee resources and interest groups.
These can include support of the individual's personal, financial, and/or career goals, facilitation of social connections, and participation in employee resources and interest groups.
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