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CHECKLIST FOR DISCUSSION WITH PRACTITIONERS<br />

INTRODUCTION<br />

• Overview of research project<br />

• Purpose of pilot interview<br />

• Assurance of confidentiality<br />

A. BACKGROUND TO PROVIDER ORGANISATION<br />

A.1 What <strong>services</strong> are offered by the provider (IAG <strong>and</strong> other <strong>services</strong>)<br />

A.2 What is the role of the interviewee in delivering <strong>services</strong><br />

A.3 How do IAG <strong>and</strong> other <strong>services</strong> complement each another<br />

A.4 What are the priority target groups <strong>for</strong> IAG in local area<br />

A.5 What are the main target client groups of the provider<br />

A.6 How does the provider link to other local <strong>services</strong> (Focus on practitioner links.)<br />

B. SIGNPOSTING AND REFERRAL<br />

NB It may be necessary to clarify use of the terms ‘signposting’ <strong>and</strong> ‘referral’ prior<br />

to exploring the issues in this section.<br />

B.1 What are the common patterns of signposting <strong>and</strong> referral of clients to other <strong>services</strong><br />

(internally <strong>and</strong> to other providers)<br />

B.2 What are the common reasons <strong>for</strong> signposting/referring clients to other IAG<br />

<strong>services</strong><br />

B.3 What systems are used <strong>for</strong> signposting/referring clients to the IAG <strong>services</strong> they<br />

need Are they effective <strong>and</strong> adequately resourced<br />

B.4 How are basic skills <strong>needs</strong> identified At what stage (e.g. at initial point of contact<br />

or only after further IAG)<br />

B.5 How com<strong>for</strong>table do you feel about signposting/referring clients to other IAG <strong>services</strong><br />

in the locality/outside the locality<br />

B.6 What are the general rules re. exchange of client in<strong>for</strong>mation Are difficulties<br />

experienced in not receiving in<strong>for</strong>mation from referral agencies<br />

B.7 How do you ensure that the client’s <strong>needs</strong> are met during <strong>and</strong> after<br />

signposting/referral<br />

B.8 To what extent is there trust between agencies in the quality of each others’<br />

assessments, <strong>and</strong> quality of other IAG <strong>services</strong><br />

B.9 Are there occasions when you are unable to meet the <strong>needs</strong> of clients<br />

B.10 What are the gaps in local <strong>services</strong><br />

B.11 What do you do if you are not able to meet the client’s <strong>needs</strong> (either in-house, or<br />

through signposting/referral)<br />

B.12 Do you use client feedback to identify gaps in service delivery/to improve service<br />

delivery<br />

B.13 What are the main barriers to helping clients meet their <strong>needs</strong><br />

C. LINKS WITH OTHER PROVIDERS<br />

C.1 Do practitioners have a clear underst<strong>and</strong>ing of other IAG <strong>services</strong> (incl.<br />

learndirect, Jobcentre Plus, Connexions)<br />

C.2 What systems are in place to ensure practitioners maintain up-to-date in<strong>for</strong>mation<br />

about other IAG <strong>services</strong><br />

C.3 What links does the provider have – at practitioner level – with other local <strong>and</strong><br />

national IAG <strong>services</strong> How are links developed <strong>and</strong> maintained Are they effective<br />

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