Interactive Workspace
The Interactive Workspace documents the collaborative activities completed by the Intake and Referral Framework Workgroup. Each activity builds upon previous discussions and captures participant recommendations, implementation considerations, examples, and supporting resources. Together, these workspaces demonstrate the iterative, participant-driven process used to inform the final Intake and Referral Framework.
Activity 1: Developing the Framework Components
Description:
Workgroup participants identified the proposed components of the Intake and Referral Framework and documented initial recommendations, promising practices, implementation considerations, and supporting resources to inform framework development.
Activity 2: Collaborative Breakout Sessions
Description:
Workgroup participants collaborated in breakout groups to strengthen each framework component by validating recommendations, identifying missing elements, refining implementation considerations, and contributing additional examples and resources.
Access Interactive Workspace
- Group 1: Intake and Referral Glossary of Terms
- Group 2: Intake and Referral Form
- Group 3: Consent and Information Sharing Resources
- Group 4: Referral Process Flowchart/Participant Journey
Activity 3: Enrollment Decision Tree Review
Description:
Workgroup participants reviewed and discussed the draft Enrollment Decision Tree, jointly developed by EDD and DOR, providing feedback to strengthen its usability, clarify decision points, and support consistent intake, referral, and enrollment practices across local workforce areas.
Activity 4: Draft Deliverables Review
Description:
Workgroup participants review and provide feedback on tools developed through the Intake and Referral Framework Workgroup. These drafts reflect the recommendations and discussions from previous workgroup activities. Participant feedback will help refine the resources prior to finalization and support practical implementation across local workforce partnerships.