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🤝 Working as a Team in Your Case Plan

🎥 Watch: Team Coordination in YCP (Loom video coming soon) 

📩 Step-by-Step Guidance

Effective team coordination is key to supporting clients successfully. Mentors and social workers often act as the connective tissue of the IDT team, ensuring communication flows, barriers are identified early, and clients understand expectations.

Your Role on the IDT Team

  • Mentors and Social Workers help:
  • Hear updates early, sometimes before attorneys or caseworkers
  • Interpret confusing instructions for clients
  • Spot barriers (transportation, documents, scheduling)
  • Keep communication flowing

How YCP Helps:

  • One place to document updates
  • One place to alert attorneys or caseworkers
  • One place to track next steps

🛠️ Tip: Use YCP consistently to create a shared source of truth for your team and your client.

Tips for Communication With Your Team in YCP

Use YCP to stay coordinated and proactive:

  • Use Chats for:
  • Quick updates ("Jordan completed drug test")
  • Flags ("Transportation may be an issue for court")
  • Questions ("Did attorney receive updated visitation plan?")
  • Coordination ("Can we align on tasks for next week?")

Use Events for:

  • Team reminders
  • Preparation steps
  • Debrief opportunities

Team Communication: What to Share

Appropriate updates in YCP include:

  • Attendance at treatment, classes, or visits
  • Barriers or risks (transporation, housing, missing documents)
  • New information from client conversations
  • Emotional or motivational shifts ("Client feels overwhelmed before court")
  • Uploaded docuements or proof
  • Scheduling confirmations or changes

Using Events to Strengthen Team Coordination

Events help the team:

  • Prepare the client in advance
  • Prevent misunderstandings
  • Coordinate talking points
  • Reinforce clear, consistent expectations
  • Create predicatability for the client

Example of helpful notes:

  • "Client will need transportation – can we coordinate?"
  • "Caseworker will send court report by Monday."
  • "Mentor will check in day before appointment."

Assigning and Sharing Tasks Across the Team

Tasks help teams:

  • Avoid duplicating work
  • Track what's done vs. pending
  • Break down big goals into achievable steps
  • Clarify roles

Examples:

  • "Mentor: confirm transportation for court.:
  • "Client: upload documenttaion from housing appointment."
  • "SW: Follow up with treatment provider for attendance record."

Being Trauma-Informed as a Team

Using YCP consistently supports a trauma-informed approach:

  • Everyone provides the same message → reduces confusion 
  • Updates are stored → reduces burden on client
  • Predictability reduces anxiety
  • Team members can see patterns of overwhelm or avoidance
  • Coordinated follow-ups are easier and more supportive

How to Lead Team Coordination

Mentors and social workers are uniquely positioned to:

  • Surface early issues the team should know about
  • Add supportive details to events
  • Help clients understand expectations
  • Follow up fter missed appointments
  • Close the loop with attorneys or caseworkers
  • Keep communication alive

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