Agency Admin - Goals

To learn more about the Source: Inherit / Source: Own button, see Agency Admin - eLogic Network.

If you prefer video walkthroughs, see VIDEO: Quick Goal Plans.

Topics covered in this article: 

• Quick Goal Plans - The Basics
• Create Goal Statement
• Assign/Unassign Goal Statement to/from Domain(s)
• Edit Goal Plan Statement
• Goal Plan Examples
• FAQs

Quick Goal Plans - The Basics

There are two types of Goal Plans available in eLogic Genesis:

• Quick Goal Plans are available via the Goal Plans tab in client records and provide more flexibility in Goal Plan creation.
• Scale Goal Plans and Projections enable navigators and clients to set projections for and create goal plans to achieve any scale outcome statement.

Quick Goal Plans are detached from the social determinant scales of well-being's outcomes and enable clients and navigators to establish custom-created goals. Navigators use Quick Goal Plan statements to be the foundation for which Quick Goal Plans are custom tailored for their clients.

Effective Quick Goal Plan statements should be broad to meet myriad applications of the goal. For example, a broad Quick Goal Plan statement could simply read "Save money", then be assigned to multiple domains for navigators to specify the purpose to which a client wishes to save money. For example, "Save money" could be applied to the following domains to enable navigators and clients to create different, specific goals:

• Education - "Save money for college tuition"
• Housing - "Save money for a down payment on a home"
• Transportation - "Save money to purchase a vehicle"
• Financial Literacy - "Save money to build a financial safety net"

Organizations are able to inherit their parent group's Goal Plan Statements by clicking the Source button to read Source: Inherit. Inherited data points help maintain data consistency across your eLogic Network, making parent-level Quick Goal Plan reporting a breeze. Quick Goal Plan statements must first be created by an Agency Admin for them to become available in client records. 

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Create Goal Statement

1. Click Agency Admin from the system navigation bar
2. Click Goals
3. In the textfield, enter the goal statement
4. Click Add Goal Statement
5. Locate the Goal Statement from the list below and click the settings icon
6. From the Available Domains area on the left, select each domain this Goal Statement could possibly apply - Remember, more scale selections are better than too few. Effective Goal Statements have very broad applications across multiple (or even all) domains
   • Selected domains will turn orange under Available Domains and be added to the list of Selected Domains on the right
   • To remove a Selected Domain, click the delete icon next to the domain from the list on the right -or- click the selected domain on the left under Available Domains to deselect
7. Click Save Goal

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Assign/Unassign Goal Statement to/from Domain(s)

1. Click Agency Admin from the system navigation bar
2. Click Goals
3. Locate the Goal Statement from the list below and click the settings icon
4. From the Available Domains area on the left, select each domain this Goal Statement could possibly apply - Remember, more scale selections are better than too few. Effective Goal Statements have very broad applications across multiple (or even all) domains
   • Selected domains will turn orange under Available Domains and be added to the list of Selected Domains on the right
   • To remove a Selected Domain, click the delete icon next to the domain from the list on the right -or- click the selected domain on the left under Available Domains to deselect
5. Click Save Goal

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Edit Goal Plan Statement

1. Click Agency Admin from the system navigation bar
2. Click Goals
3. Locate the Goal Statement from the list below and click the settings icon
4. In the Goal Statement textfield near the top, make any appropriate changes to the goal statement
5. Click Save Goal

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Goal Plan Examples

Education and Training Domains
1. Statement: Obtain GED
Objective: Assist client with obtaining their GED
Step 1: Look into classes for GED with the client
Step 2: Assist the client with signing up for classes
Step 3: The client will attend and complete all GED classes
*Each step can have a start and due date

2. Statement: Further education
Objective: Assist the client with enrolling in college courses
Step 1: Look into schools with the client
Step 2: Assist with applying for financial aid
Step 3: Assist the client with selecting classes
Step 4: Monitor client engagement and offer assistance as needed
*Each step can have a start and due date

Employment Domain
1. Statement: Job Search
Objective: Assist the client with gaining and maintaining employment
Step 1: Assess possible employment options with the client
Step 2: Assist the client with job applications
Step 3: Assist the client with job interview readiness
Step 4: Follow up as needed after employment has been obtained
* Each step can have a start and due date

Financial Literacy Domain
1. Statement: Apply for SNAP
Objective: Assist the client with the SNAP application
Step 1: Assist the client with filling out the required information for the SNAP
application
Step 2: Assist the client with gathering any additional required information
needed for the application
Step 3: Follow up as needed with the client
*Each step can have a start and due date

Food and Nutrition Domain
1. Statement: Access to food assistance resources
Objective: Provide a food source for the client
Step 1: Refer the client to a local food bank
Step 2: Follow up with the client to ensure food security
*Each step can have a start and due date

Housing Domain
1. Statement: Gain permanent housing
Objective: Assist the client with obtaining/maintaining permanent housing
Step 1: Client will fill out rental applications - Assist when needed
Step 2: Assist the client with application fees if needed
Step 3: Once housing is obtained, assist with utility set up, needs, etc.
* Each step can have a start and due date

Transportation Domain
1. Statement: Obtain transportation
Objective: Assist the client with obtaining reliable transportation
Step 1: Refer the client to a transportation program
Step 2: Provide a bus pass
Step 3: Follow up with the client to ensure utilizing the service
*Each step can have a start and due date

Health Care Domain
1. Statement: Dental Services
Objective: Obtain dental care for the client
Step 1: Apply for insurance if needed or a program to assist with the cost
Step 2: Call dentists who participate with the client’s insurance
Step 3: Schedule an appt for the client to have a dental screening
*Each step can have a start and due date

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FAQs

How do I add more domains to Goal Plans?

Go to Agency Admin → Goal Plans to customize domains and statements.