Understanding Individual Employment Plan (IEP) and Individual Service Strategy (ISS) in WIOA Training Academy

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Individual Employment Plan
and
Individual Service Strategy
 
WIOA TRAINING ACADEMY
4
th
 Training Module
March 17, 2022
10:00 a.m. – 11:30 a.m.
Originated by: Heather Pipkin (Eastern)
Presented by: April Turner (NW) and Annette Hughey (SW)
 
 
Important Questions
 
What is an IEP and ISS?
Why are they necessary?
How are they completed?
Where do you find the information?
When are they updated?
 
Individual Employment Plan (IEP)
IEPs are individualized career services utilized for WIOA Title I Adult,
WIOA Title I Dislocated Worker, and WIOA Title III Employment Service
(Wagner-Peyser) programs. A plan developed by a participant and a
case manager that identifies the appropriate employment goals,
achievement objectives, and the appropriate combination of services
for the participant to achieve the employment goals. This plan is an
ongoing strategy to identify employment goals, achievement
objectives, and the appropriate combination of services for the
participant to achieve the employment goal. The plan may contain the
chosen career pathway and steps to achieve the goals along the path
[WIOA § 134(c)(2)(A)(XII)(II); TEGL 19-16].
 
Individual Service Strategy (ISS)
ISSs are youth services utilized by WIOA Title I Youth
Programs only. The ISS i
dentifies the participant's
educational goals, employment goals including, when
appropriate, non-traditional employment, suitable
achievement objectives, barriers, needs assessment for
supportive service and the appropriate mix of services
.
Why are they necessary?
 
Assure the participant’s voice is represented and their needs
are being met
Who is responsible for completing the
IEP/ISS and how are they completed?
 
The IEP and ISS are to be completed jointly with the
participant and the case manager while using an array of
information provided by the participant. They are living
documents that must be modified each time there is a change
within the plan/strategy.
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Summarize Work Experience
 
This is the participant’s previous work history that
should be found on their application.
Remember, the IEP and ISS should always be
completed with the participant.
Ask the participant relevant questions.
Compare what they say with the application to
assure you are documenting everything correctly.
Summarize Educational Experiences
and
Achievements
 
High School Diploma?  (ISY - TABE test)
College Work (Transcript)
Certificate/Degree
Written exams for CDL permit, drivers license
ACT/SAT scores
Work-keys Curriculum
These are just a few examples.
Strengths and Interests
 
Ask questions:
What are you good at?
What do you feel like you struggle with?
What are your hobbies?
 
www.mynextmove.org
 will have their strengths and
interests listed
Potential Pathways
 
What are the participant’s employment goals?
 
What type of work are they looking for?
 
Remember: You don’t want to place a truck driver at a
desk, a clerical worker as a janitor, etc.
 
Long-term and Short-term Goals
Long-term goal - Intended overall outcome (full-time
employment as a nurse); (complete nursing program)
Short-term goal(s) - Small achievements toward the
long-term goal(s)
 
Measurable Skills Gains goals
 
Register for classes
 
Participate in Work Experience
 
Successfully complete Work Experience/OST
 
Barriers and Overcoming Them
Located in application, assessments, and when speaking with participants
Homeless or Runaway
Low-income
Offender/Ex-Offender
Transportation
Lacks skills or training
Public Assistance
Little to no work history
Childcare
High School Dropout
BSD/ELL
Pregnant or Parenting
Foster care or aging out
Disability
Other
 
 Services Needed for Participation
Eligibility Determination – Adult, DLW, and Youth
Initial Assessment – Adult and DLW
Objective Assessment - Youth
IEP – Adult and DLW
ISS - Youth
 
Career Services Available (IEP)
Workforce Information Services        
 
Comprehensive and Specialized 
A
ssessments
Out of Area Job 
S
earch 
A
ssistance         
 
ELL and Integrated 
T
raining 
P
rograms
Assessment of Skills Level                      Group or Individualized Counseling and
Mentoring
    
  
       Career Planning
Labor Exchange Services & LMI
 
        
 
Referrals and Co-Enrollment
Short-term 
P
re-Vocational 
S
ervices
  
Work-Based Learning
Performance Information
 
 
  
Supportive Service Information
 
Financial Literacy
   
Training Services
 Follow-up Services
 
                                Supportiv
e Services
 
Memorandum of Understanding (MOU)
14 Program Elements (Youth)
MOUs are encouraged to be developed with partners and/or
other entities to assist with providing the 14 Program
Elements.
Please refer to your MOU chart when completing this section
on the ISS.
 
14 Youth Program Elements (ISS)
Answer 
each 
of these questions for 
each
 element:
Why is the element needed? 
  
Who will provide the element and how?
Will youth be referred? If “yes” to what entity or
program?
Will the youth be co-enrolled?
 
Supportive Services Available
Based on everything that has been gathered, what supportive services are
needed for the participant to achieve their long-term goals?
Linkages to community services                                     
 
       
Transportation Assistance
Assistance with childcare or dependent care                                  Assistance with housing
Needs related payments                                                                  Assistance with educational testing fees
Reasonable accommodations for individuals with disabilities       Legal Aid services
Referral to Health care     
 
                                                               Utility Assistance
Assistance with uniforms, work attire or work-related tools          Books, school supplies, laptops, etc.
Payments and fees for employment and training related applications, tests, and certifications
Other (please explain)
 
Referrals and Co-Enrollment
Based upon all information gathered, where should the participant be
referred?
Adult (WIOA)                                                Arkansas Rehabilitation Services
Out of School Youth (WIOA)
    
 Division of Services for the Blind
Dislocated Worker (WIOA)
    
 Arkansas Human Development Corp 
TANF
    
 Department of Workforce Services
Adult Education and Literacy
   
 Housing/Utility Assistance Programs
Legal Aid
    
 Career Pathways
TAA
Other Non-WIOA Partners 
(please explain)
 
 Using a Case Note for
Updates or Modifications
When the plan changes, change the ISS/IEP.  This could
be on the modification form; case note or email from the
participant which could be attached to the ISS/IEP that
has:
The change
The date
The signature of the Case Manager
The signature of the participant OR something in
writing by the Case Manager as to how the change was
discussed and agreed to by the participant
Enter another IEP/ISS as a transactional service to
acknowledge the change to the plan
 
Reminders
The IEP and ISS should always be completed with the
participant.
Speak with your participant; compare what they say
to the documentation received to assure you are
documenting everything correctly and nothing is being
left out.
The IEP and ISS are living documents which must be
modified 
each
 time there is a change.
 
Please listen carefully:
 
The $25 dollar answer today will pertain
to the information presented in the skit
by Heather Pipkin and Liz Smith.
 
Thanks to
Northwest Arkansas Economic
Development District
for providing the $25 electronic gift card.
 
 
This Photo
 by Unknown Author is licensed under 
CC BY-NC-ND
Slide Note
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Individual Employment Plan (IEP) and Individual Service Strategy (ISS) are essential components of the WIOA Training Academy, tailored to meet the career needs of participants under various WIOA programs. IEPs focus on personalized career services for adults and dislocated workers, while ISSs are specific to youth programs. These plans aim to identify employment goals, achievement objectives, and the right mix of services to support participants. They ensure active involvement of participants in setting and updating their career goals, providing a roadmap for success. Jointly completed by participants and case managers, IEPs and ISSs are living documents that evolve with participants' progress and changing needs.


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  1. Individual Employment Plan and Individual Service Strategy WIOA TRAINING ACADEMY 4thTraining Module March 17, 2022 10:00 a.m. 11:30 a.m. Originated by: Heather Pipkin (Eastern) Presented by: April Turner (NW) and Annette Hughey (SW)

  2. Important Questions What is an IEP and ISS? Why are they necessary? How are they completed? Where do you find the information? When are they updated?

  3. Individual Employment Plan (IEP) IEPs are individualized career services utilized for WIOA Title I Adult, WIOA Title I Dislocated Worker, and WIOA Title III Employment Service (Wagner-Peyser) programs. A plan developed by a participant and a case manager that identifies the appropriate employment goals, achievement objectives, and the appropriate combination of services for the participant to achieve the employment goals. This plan is an ongoing strategy to identify employment goals, achievement objectives, and the appropriate combination of services for the participant to achieve the employment goal. The plan may contain the chosen career pathway and steps to achieve the goals along the path [WIOA 134(c)(2)(A)(XII)(II); TEGL 19-16].

  4. Individual Service Strategy (ISS) ISSs are youth services utilized by WIOA Title I Youth Programs only. The ISS identifies the participant's educational goals, employment goals including, when appropriate, non-traditional employment, suitable achievement objectives, barriers, needs assessment for supportive service and the appropriate mix of services.

  5. Why are they necessary? Assure the participant s voice is represented and their needs are being met

  6. Who is responsible for completing the IEP/ISS and how are they completed? The IEP and ISS are to be completed jointly with the participant and the case manager while using an array of information provided by the participant. They are living documents that must be modified each time there is a change within the plan/strategy.

  7. Summarize Work Experience This is the participant s previous work history that should be found on their application. Remember, the IEP and ISS should always be completed with the participant. Ask the participant relevant questions. Compare what they say with the application to assure you are documenting everything correctly.

  8. Summarize Educational Experiences and Achievements High School Diploma? (ISY - TABE test) College Work (Transcript) Certificate/Degree Written exams for CDL permit, drivers license ACT/SAT scores Work-keys Curriculum These are just a few examples.

  9. Strengths and Interests Ask questions: What are you good at? What do you feel like you struggle with? What are your hobbies? www.mynextmove.org will have their strengths and interests listed

  10. Potential Pathways What are the participant s employment goals? What type of work are they looking for? Remember: You don t want to place a truck driver at a desk, a clerical worker as a janitor, etc.

  11. Long-term and Short-term Goals Long-term goal - Intended overall outcome (full-time employment as a nurse); (complete nursing program) Short-term goal(s) - Small achievements toward the long-term goal(s) Measurable Skills Gains goals Register for classes Participate in Work Experience Successfully complete Work Experience/OST

  12. Barriers and Overcoming Them Located in application, assessments, and when speaking with participants Homeless or Runaway Childcare Low-income High School Dropout Offender/Ex-Offender BSD/ELL Transportation Pregnant or Parenting Lacks skills or training Foster care or aging out Public Assistance Disability Little to no work history Other

  13. Services Needed for Participation Eligibility Determination Adult, DLW, and Youth Initial Assessment Adult and DLW Objective Assessment - Youth IEP Adult and DLW ISS - Youth

  14. Career Services Available (IEP) Workforce Information Services Comprehensive and Specialized Assessments Out of Area Job Search Assistance ELL and Integrated Training Programs Assessment of Skills Level Group or Individualized Counseling and Mentoring Career Planning Labor Exchange Services & LMI Referrals and Co-Enrollment Short-term Pre-Vocational Services Work-Based Learning Performance Information Supportive Service Information Financial Literacy Training Services Follow-up Services Supportive Services

  15. Memorandum of Understanding (MOU) 14 Program Elements (Youth) MOUs are encouraged to be developed with partners and/or other entities to assist with providing the 14 Program Elements. Please refer to your MOU chart when completing this section on the ISS.

  16. 14 Youth Program Elements (ISS) Answer each of these questions for each element: Why is the element needed? Who will provide the element and how? Will youth be referred? If yes to what entity or program? Will the youth be co-enrolled?

  17. Supportive Services Available Based on everything that has been gathered, what supportive services are needed for the participant to achieve their long-term goals? Linkages to community services Transportation Assistance Assistance with childcare or dependent care Assistance with housing Needs related payments Assistance with educational testing fees Reasonable accommodations for individuals with disabilities Legal Aid services Referral to Health care Utility Assistance Assistance with uniforms, work attire or work-related tools Books, school supplies, laptops, etc. Payments and fees for employment and training related applications, tests, and certifications Other (please explain)

  18. Referrals and Co-Enrollment Based upon all information gathered, where should the participant be referred? Adult (WIOA) Arkansas Rehabilitation Services Out of School Youth (WIOA) Division of Services for the Blind Dislocated Worker (WIOA) Arkansas Human Development Corp TANF Department of Workforce Services Adult Education and Literacy Housing/Utility Assistance Programs Legal Aid Career Pathways TAA Other Non-WIOA Partners (please explain)

  19. Using a Case Note for Updates or Modifications When the plan changes, change the ISS/IEP. This could be on the modification form; case note or email from the participant which could be attached to the ISS/IEP that has: The change The date The signature of the Case Manager The signature of the participant OR something in writing by the Case Manager as to how the change was discussed and agreed to by the participant Enter another IEP/ISS as a transactional service to acknowledge the change to the plan

  20. Reminders The IEP and ISS should always be completed with the participant. Speak with your participant; compare what they say to the documentation received to assure you are documenting everything correctly and nothing is being left out. The IEP and ISS are living documents which must be modified each time there is a change.

  21. Please listen carefully: The $25 dollar answer today will pertain to the information presented in the skit by Heather Pipkin and Liz Smith.

  22. Thanks to Northwest Arkansas Economic Development District for providing the $25 electronic gift card.

  23. This Photo by Unknown Author is licensed under CC BY-NC-ND

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