Intake Guide
The Intake Guide helps staff to lead transparent, family-centered intake conversations and build trust with caregivers during initial conversations by ensuring they receive accessible program information.
It includes a checklist with talking points for staff to prepare to conduct intake and a family-facing one-pager which serves as an agenda, FAQ sheet, and conversation tool.
WHEN TO USE THIS GUIDE
Use the Intake guide when conducting intake with families and youth.
OTHER GUIDES
HOW TO USE THE GUIDE
THE INTAKE GUIDE HAS THREE PAGES
What to Expect Instructions
What to Expect Checklist
What to Expect One-Pager
PAGE 1
WHAT TO EXPECT INSTRUCTIONS
Read the instructions on the first page to understand how to use the guide and included sections to prepare for intake.
Reference this page if you have questions about how to use it and where to find the guide.
PAGE 2
WHAT TO EXPECT CHECKLIST
Use the checklist to review the steps for conducting intake and to prepare talking points. The talking points address common concerns families and youth have.
Note that the blue text highlights content that requires your customization.
For instance, you will need to add your program name or contact information.
Talking points are especially helpful for training new intake staff.
PAGE 3
WHAT TO EXPECT ONE-PAGER
During intake, use this one-pager to explain what families and youth should expect as well as some helpful things to know. Ask the family or youth if they have any of the frequently asked questions.
Print out this one-pager to share with the family or youth.