Individual Employment Plan/Individual Service Strategy (IEP/ISS)

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Rosemary Sims
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1 Individual Employment Plan/Individual Service Strategy (IEP/ISS) Overview The Individual Employment Plan/Individual Service Strategy is required by the Workforce Innovation and Opportunities Act for every individual registered into WIOA. The IEP/ISS is an ongoing strategy jointly developed by the participant and the career coach that identifies the participant's employment/educational goals, the appropriate achievement objectives, and the appropriate combination of services for the participant to achieve the employment and/or educational goal. The IEP/ISS is the central document that outlines the action steps needed to obtain the employment or educational goal. Navigation An IEP can be created after the WIOA application is complete and can be found under staff profiles/case management profile/plan. Note: Before creating the IEP there are two steps that need to be addressed. 1. The participation form must be completed after the completing the WIOA application 2. An activity service must be opened for the IEP/ISS Legacy Method Formally the IEP/ISS was not part of the IWDS system and a document formatted in excel was used and had to be uploaded into the IWDS system. Procedures After clicking on the individual employment plan/individual service strategy four tabs will appear Plan, Goals, Objectives and Services. Each tab is a required to complete the IEP/ISS. An individual can only have one IEP/ISS open at a time. The IEP/ISS plan must be created first, followed by the plan's goals. A goal must be created before objectives for that goal can be recorded. Note: The plan tab contains general information about the participant, their programs, and plan dates. Identifying Information - This section contains display-only information, including Plan ID Number, State ID, User ID, Name, Created By, Create On, Last Edited By, and Edited On fields. IEP/ISS Procedure Page 1 of 7

2 Currently Participating - This section displays the programs in which this individual is currently participating, along with application and participation dates, if applicable. Plan Information - Enter the Plan Start Date in the field provided, using a MM/DD/YYYY format (i.e. 12/10/2003). You can also click on the calendar icon to select a date, or click the Today link to enter today's date. Select the LWIA- Chicago Cook Workforce Partnership and office location where the plan was started from the drop-down lists. If you are viewing the information for a previously-created IEP/ISS, you will not be able to edit the "Plan started" date, LWIA- Chicago Cook Workforce Partnership, or office location. Enter the date when the plan was closed, using an MM/DD/YYYY format, or click the calendar icon to select a date. You can also click the Today link to enter today's date. If you intend to close a plan, first close that plan's goals and objectives. If you do not, the goals and objectives associated with the plan will be closed automatically. This action cannot be undone. IEP/ISS Procedure Page 2 of 7

3 Click on next. Note: The goal tab allows you to establish or edit goals for an IEP/ISS. The goal for Adult (1A) and Dislocated Workers (1D) should always be employment. A Youth (1Y) can have an educational and/or employment goal. General Information - This section lists the Username, Name, and Plan Start Date for the individual you are assisting. Goal Information - This section allows you to enter information about the goal. Select a LWIA/Chicago Cook Workforce Partnership and Office that is managing the IEP/ISS. Choose one or more Program Affiliations. (For our purposes WIOA) Select the Type of Goal and Term of Goal from the drop-down lists. Please note that a short term goal- is something you want to do soon within months or weeks, long term-is something you want to do further in the future, intermediate term-is something you want to do that will take longer than a short term and shorter than long term. Enter a short Description of Goal in the field provided. Enter the Date Established and Estimated Completion Date in a MM/DD/YYYY format. You can also click the calendar icon to select a date, or click the Today link to enter today's date. Select a Completion Status. If you are closing the goal, you must select a Reason Closed. IEP/ISS Procedure Page 3 of 7

4 If there are IEP goals that were previously created for this individual, click the Edit link in the action column to view more information. Click the Delete link to delete a goal, if applicable. Click the Add New Goal link to add a goal to this IEP/ISS. Complete the Goal Details (comments). The goal comments must be completed and should be detailed as possible. IEP/ISS Procedure Page 4 of 7

5 Click next. Note: The objectives tab allows you to add and modify objectives associated with an IEP/ISS. General Information - This section lists the User Name and Name of the individual you are currently assisting. Objective Information - Click the Add new objective or Select predefined objectives links to enter information about the objective. Please note that established date cannot be greater than today s date. IEP/ISS Procedure Page 5 of 7

6 If objectives have been set previously, click the Edit link in the action column to view more details. Click the Delete link in the action column to remove the objective, if applicable. Click next. Note: The service tab displays the services that are associated to the IEP/ISS. IEP/ISS Procedure Page 6 of 7

7 General Information - This section displays the User Name and Name of the individual you are currently assisting. IEP/ISS Services - This section lists the services associated with the IEP/ISS. Information displayed includes the App # - program, Service/Activity code, Begin Date, End Date, Provider, and the Staff who recorded the service. Click finish. A completed IEP/ISS must be printed and signed by the participant and career coach and a copy must be placed into the participant s folder. Please note that the IEP/ISS must be completed prior to opening services. If a client s goal changes a different goal is established unrelated to the previous goal the career coach and the participant must the IEP/ISS again and repeat all the steps in completing an IEP/ISS. Result A completed IEP/ISS is an agreement between both the participant and the career coach and becomes a living document that can be modified as needed. This document becomes the road map to helping the participant reach their goal. IEP/ISS Procedure Page 7 of 7

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