Coaching, Support, and Education Services Definition
Purpose
Individuals and families who participate in Coaching, Support, and Education Services identify and build on strengths, develop skills, gain experiential knowledge, access appropriate community and social supports and resources, and improve functioning in daily activities at home, at work, and in the community.Definition
Coaching, Support, and Education Services are non-clinical, community-based programs and activities designed to support families and individuals of all ages. Services emphasize personal growth, development, wellness, and situational change and can be provided to individuals or groups. Services must include at least one of the following supportive programs or activities:
Support Services for Individuals and Families such as non-clinical supportive counseling, coaching, support, or guidance (see PA-CSE 4);
Education and Support Groups such as classes, support groups, workshops, health and wellness groups, and educational sessions (see PA-CSE 5);
Information and Referral Services to connect individuals and families to appropriate community resources (see PA-CSE 6); and
Peer Support Services delivered by individuals with lived experience such as one-on-one coaching, peer recovery groups, family and youth support programs, and community building activities (see PA-CSE 7).
Note: Coaching, Support, and Education services can be offered in a variety of settings within the community, including schools, and may utilize electronic interventions to deliver services through technologies such as videoconferencing, online chat platforms, texting, and mobile applications.
Note: Agencies providing Support Services for Individuals and Families only will complete PA-CSE 1, PA-CSE 2, PA-CSE 3, and PA-CSE 4.
Agencies providing Education and Support Groups only will complete PA-CSE 1, PA-CSE 2, PA-CSE 3, and PA-CSE 5.
Agencies providing Information and Referral Services only will complete PA-CSE 1, PA-CSE 2, PA-CSE 3, and PA-CSE 6.
When Coaching, Support, and Education services are delivered by peers, agencies will complete PA-CSE 1, PA-CSE 2, PA-CSE 3, and PA-CSE 7 as well as PA-CSE 4. PA-CSE 5, and/or PA-CSE 6 depending on the population served (i.e. individuals, families, and/or groups) and the types of peer support provided.
Note: PA-CSE is assigned to programs in which services are provided by non-clinical personnel or individuals with lived experience, and while there is a screening and intake process, assessments and service plans are not required.
Examples of services that are reviewed under PA-CSE include, but are not limited to:
- life skills education programs;
- family life education programs;
- mental health and/or drug and alcohol education;
- health promotion and wellness activities;
- recovery management;
- family and/or intimate partner violence interventions;
- recovery coaching; and
- anger management programs.
Supportive, non-clinical counseling programs reviewed under PA-CSE 4 are distinct from clinical counseling programs reviewed under Mental Health and/or Substance Use Services (PA-MHSU), which focus on treatment for diagnosable conditions. In clinical counseling programs, therapeutic evidence-based interventions are provided by appropriately trained and licensed/credentialed personnel.
Coaching, Support, and Education (PA-CSE) is also distinct from services reviewed under Child and Family Development and Support Services (PA-CFD), which focus on child and family development, family functioning, and parent education. Due to the nature of the services provided under PA-CFD, assessments and service plans are required.
Note: Please see PA-CSE Reference List for the research that informed the development of these standards.
Note: For information about changes made in the 2020 Edition, please see the CSE Crosswalk.
Coaching, Support, and Education Services (PA-CSE) 1: Person-Centered Logic Model
A rating of (1) indicates that the agency's practices fully meet the standard and reflect a high level of capacity.
- All elements or requirements outlined in the standard are evident in practice, with rare or no exceptions: exceptions do not impact service quality or agency performance.
A rating of (2) indicates that an agency's infrastructure and practices are basically sound but there is room for improvement.
- The majority of the standards requirements have been met and the basic framework required by the standard has been implemented.
- Minor inconsistencies and not yet fully developed practices are noted; however, these do not significantly impact service quality or agency performance.
Partial Implementation, Concerning Performance
A rating of (3) indicates that the agency's observed infrastructure and/or practices require significant improvement.
- The agency has not implemented the basic framework of the standard but instead has in place only part of this framework.
- Omissions or exceptions to the practices outlined in the standard occur regularly, or practices are implemented in a cursory or haphazard manner.
- Service quality or agency functioning may be compromised.
- Capacity is at a basic level.
A rating of (4) indicates that implementation of the standard is minimal or there is no evidence of implementation at all.
- The agency’s observed service delivery infrastructure and practices are weak or non-existent; or show signs of neglect, stagnation, or deterioration.
PA-CSE 1.01
- needs the program will address;
- available human, financial, agency, and community resources (i.e. inputs);
- program activities intended to bring about desired results;
- program outputs (i.e. the size and scope of services delivered);
- desired outcomes; (i.e. the changes you expect to see in individuals and families); and
- expected long-term impact on the agency, community, and/or system.
Examples: Information that may be used to inform the development of the program logic model includes, but is not limited to:
- community needs assessments and periodic reassessments; and
- the best available evidence of service effectiveness.
PA-CSE 1.02
- change in functional status;
- health, welfare, and safety;
- permanency of life situation;
- quality of life;
- achievement of individual service or recovery goals; and
- other outcomesas appropriate to the program or service population.
Coaching, Support, and Education Services (PA-CSE) 2: Personnel
A rating of (1) indicates that the agency's practices fully meet the standard and reflect a high level of capacity.
- All elements or requirements outlined in the standard are evident in practice, with rare or no exceptions: exceptions do not impact service quality or agency performance.
A rating of (2) indicates that an agency's infrastructure and practices are basically sound but there is room for improvement.
- The majority of the standards requirements have been met and the basic framework required by the standard has been implemented.
- Minor inconsistencies and not yet fully developed practices are noted; however, these do not significantly impact service quality or agency performance.
Partial Implementation, Concerning Performance
A rating of (3) indicates that the agency's observed infrastructure and/or practices require significant improvement.
- The agency has not implemented the basic framework of the standard but instead has in place only part of this framework.
- Omissions or exceptions to the practices outlined in the standard occur regularly, or practices are implemented in a cursory or haphazard manner.
- Service quality or agency functioning may be compromised.
- Capacity is at a basic level.
A rating of (4) indicates that implementation of the standard is minimal or there is no evidence of implementation at all.
- The agency’s observed service delivery infrastructure and practices are weak or non-existent; or show signs of neglect, stagnation, or deterioration.
PA-CSE 2.01
Direct service personnel are qualified by:
- an associate’s degree in a human services field appropriate to the services being provided; or
- appropriate training and experience.
PA-CSE 2.02
- at least two years of experience providing coaching, support, and/or education services;
- a bachelor’s degree in a human services field; and
- training in staff supervision.
Interpretation: For individuals supervising peer support staff, training should include recognizing and responding to signs of trauma among peer support workers.
PA-CSE 2.03
- procedures for making appropriate referrals or providing information;
- recognizing and responding to signs and symptoms of trauma; and
- recognizing and responding to signs of suicide risk.
PA-CSE 2.04
- engaging and motivating group members;
- understanding and managing group dynamics in order to maintain comfort and safety for participants;
- leading discussions; and
- facilitating group activities.
PA-CSE 2.05
- child development, and individual and family functioning;
- evidence-based practices and relevant emerging bodies of knowledge as appropriate to the program design and service population;
- ecological or person-in-environment perspectives; and
- working with difficult to reach, traumatized, or disengaged individuals and families.
PA-CSE 2.06
- obtain certification, as defined by their state;
- are willing to share their personal recovery stories;
- have a job description and clearly understand the role of a peer support worker; and
- have adequate support and appropriate supervision, including mentoring and/or coaching from more experienced peers when indicated..
PA-CSE 2.07
- how to recognize the need for more intensive services;
- established ethical guidelines, including setting appropriate boundaries and protecting confidentiality and privacy;
- wellness support methods, trauma-informed care practices, and recovery resources;
- managing personal triggers that may occur during the course of their role as a peer support provider; and
- skills, concepts, and philosophies related to recovery and peer support.
PA-CSE 2.08
- the qualifications, competencies, and experience of the worker, including level of supervision needed;
- the work and time required to accomplish assigned tasks and job responsibilities; and
- service volume, accounting for assessed level of needs of persons served.
Coaching, Support, and Education Services (PA-CSE) 3: Intake
A rating of (1) indicates that the agency's practices fully meet the standard and reflect a high level of capacity.
- All elements or requirements outlined in the standard are evident in practice, with rare or no exceptions: exceptions do not impact service quality or agency performance.
A rating of (2) indicates that an agency's infrastructure and practices are basically sound but there is room for improvement.
- The majority of the standards requirements have been met and the basic framework required by the standard has been implemented.
- Minor inconsistencies and not yet fully developed practices are noted; however, these do not significantly impact service quality or agency performance.
Partial Implementation, Concerning Performance
A rating of (3) indicates that the agency's observed infrastructure and/or practices require significant improvement.
- The agency has not implemented the basic framework of the standard but instead has in place only part of this framework.
- Omissions or exceptions to the practices outlined in the standard occur regularly, or practices are implemented in a cursory or haphazard manner.
- Service quality or agency functioning may be compromised.
- Capacity is at a basic level.
A rating of (4) indicates that implementation of the standard is minimal or there is no evidence of implementation at all.
- The agency’s observed service delivery infrastructure and practices are weak or non-existent; or show signs of neglect, stagnation, or deterioration.
PA-CSE 3.01
- how well their request matches the agency's services; and
- what services will be available, and when.
PA-CSE 3.02
- gather information necessary to identify critical service needs and/or determine when a more intensive service is necessary;
- give priority to urgent needs and emergency situations;
- support timely initiation of services; and
- provide for placement on a waiting list or referral to appropriate resources when individuals cannot be served or cannot be served promptly.
PA-CSE 3.03
PA-CSE 3.04
Interpretation: For individuals in recovery, any assessment or recovery planning process that is in place should be driven by the individual and recovery plans should address their barriers to recovery, unmet service needs, and the accumulation of strengths and resources.
NA The agency provides information and referral services only.
- mental health;
- substance use;
- legal, including criminal record expungement services;
- crisis intervention;
- primary care and dentistry;
- education and vocational skill development; and
- housing.
Coaching, Support, and Education Services (PA-CSE) 4: Support Services for Individuals and Families
- recognize individual and family values and goals;
- accommodate differences in lifestyles; and
- emphasize personal growth, development, and situational change.
A rating of (1) indicates that the agency's practices fully meet the standard and reflect a high level of capacity.
- All elements or requirements outlined in the standard are evident in practice, with rare or no exceptions: exceptions do not impact service quality or agency performance.
A rating of (2) indicates that an agency's infrastructure and practices are basically sound but there is room for improvement.
- The majority of the standards requirements have been met and the basic framework required by the standard has been implemented.
- Minor inconsistencies and not yet fully developed practices are noted; however, these do not significantly impact service quality or agency performance.
Partial Implementation, Concerning Performance
A rating of (3) indicates that the agency's observed infrastructure and/or practices require significant improvement.
- The agency has not implemented the basic framework of the standard but instead has in place only part of this framework.
- Omissions or exceptions to the practices outlined in the standard occur regularly, or practices are implemented in a cursory or haphazard manner.
- Service quality or agency functioning may be compromised.
- Capacity is at a basic level.
A rating of (4) indicates that implementation of the standard is minimal or there is no evidence of implementation at all.
- The agency’s observed service delivery infrastructure and practices are weak or non-existent; or show signs of neglect, stagnation, or deterioration.
PA-CSE 4.01
- recover from crisis;
- cope with life transitions;
- set and/or work towards identified goals;
- develop life skills and problem-solving techniques;
- develop social support networks and build healthy, meaningful relationships with people of their choosing;
- identify supportive resources;
- better understand the patterns of community and family living;
- anticipate and manage stresses of daily living;
- improve role competency and family and social functioning; or
- prevent relapse of symptoms, enhance health, and promote whole-person wellness.
- obtain safe and stable housing;
- pursue educational, occupational, and volunteer opportunities;
- manage finances;
- access community resources;
- access public assistance;
- reduce risk-taking behaviors, including practice with decision making and anger management; and
- participate in recreational activities and/or hobbies.
PA-CSE 4.02
- explore and clarify the reason for accessing services;
- voice service goals;
- identify successful coping or problem solving strategies based on identified strengths, formal and informal supports, and preferred solutions;
- establish and evaluate progress towards achieving identified goals; and
- realize ways of maintaining and generalizing gains.
- sensitivity to the needs and personal goals of the individual or family;
- a receptive manner;
- respect for the person's autonomy, confidentiality, socio-cultural values, lifestyle choices, and complex family interactions;
- flexibility; and
- appropriate boundaries.
PA-CSE 4.03
- trauma-informed care;
- education about the impact of trauma;
- an appropriate safety plan;
- resources to report domestic violence, sexual assault, abuse, or neglect if the individual elects to do so;
- information on service options so the individual can actively participate in developing service goals and objectives;
- more frequent monitoring of progress toward service or recovery goals; and/or
- access to more intensive services.
PA-CSE 4.04
Coaching, Support, and Education Services (PA-CSE) 5: Education and Support Group Services
A rating of (1) indicates that the agency's practices fully meet the standard and reflect a high level of capacity.
- All elements or requirements outlined in the standard are evident in practice, with rare or no exceptions: exceptions do not impact service quality or agency performance.
A rating of (2) indicates that an agency's infrastructure and practices are basically sound but there is room for improvement.
- The majority of the standards requirements have been met and the basic framework required by the standard has been implemented.
- Minor inconsistencies and not yet fully developed practices are noted; however, these do not significantly impact service quality or agency performance.
Partial Implementation, Concerning Performance
A rating of (3) indicates that the agency's observed infrastructure and/or practices require significant improvement.
- The agency has not implemented the basic framework of the standard but instead has in place only part of this framework.
- Omissions or exceptions to the practices outlined in the standard occur regularly, or practices are implemented in a cursory or haphazard manner.
- Service quality or agency functioning may be compromised.
- Capacity is at a basic level.
A rating of (4) indicates that implementation of the standard is minimal or there is no evidence of implementation at all.
- The agency’s observed service delivery infrastructure and practices are weak or non-existent; or show signs of neglect, stagnation, or deterioration.
PA-CSE 5.01
- recover from crisis;
- cope with life transitions;
- set and/or work towards identified goals;
- develop life skills and problem-solving techniques;
- develop social support networks and build healthy, meaningful relationships with people of their choosing;
- identify supportive resources;
- better understand the patterns of community and family living;
- anticipate and manage stresses of daily living;
- improve role competency and family and social functioning; or
- prevent relapse of symptoms, enhance health, and promote whole-person wellness.
Examples: Life skill development activities will be tailored to meet the needs of persons served but can include the development of life skills necessary to:
- obtain safe and stable housing;
- pursue educational, occupational, and volunteer opportunities;
- manage finances;
- access community resources;
- access public assistance;
- reduce risk-taking behaviors, including practice with decision making and anger management; and
- participate in recreational activities and/or hobbies.
Examples: Social support networks can include mentors, community members, classmates, peers, mutual aid sponsors, siblings, and extended family members. For individuals in recovery from substance use disorder, the focus may be on building networks of sober individuals and identifying social activities that do not involve drugs and alcohol.
PA-CSE 5.02
- emphasize group learning and facilitate sharing in a safe, supportive environment;
- are designed to respond flexibly to the changing needs of group members; and
- are scheduled with participants’ time commitments in mind.
PA-CSE 5.03
- share experiences with the group;
- strengthen abilities to relate to those who are different from themselves;
- develop satisfying relationships with other group participants;
- assume responsibilities and develop leadership capacities; and
- participate in activities of interest.
Coaching, Support, and Education Services (PA-CSE) 6: Information and Referral Services
A rating of (1) indicates that the agency's practices fully meet the standard and reflect a high level of capacity.
- All elements or requirements outlined in the standard are evident in practice, with rare or no exceptions: exceptions do not impact service quality or agency performance.
A rating of (2) indicates that an agency's infrastructure and practices are basically sound but there is room for improvement.
- The majority of the standards requirements have been met and the basic framework required by the standard has been implemented.
- Minor inconsistencies and not yet fully developed practices are noted; however, these do not significantly impact service quality or agency performance.
Partial Implementation, Concerning Performance
A rating of (3) indicates that the agency's observed infrastructure and/or practices require significant improvement.
- The agency has not implemented the basic framework of the standard but instead has in place only part of this framework.
- Omissions or exceptions to the practices outlined in the standard occur regularly, or practices are implemented in a cursory or haphazard manner.
- Service quality or agency functioning may be compromised.
- Capacity is at a basic level.
A rating of (4) indicates that implementation of the standard is minimal or there is no evidence of implementation at all.
- The agency’s observed service delivery infrastructure and practices are weak or non-existent; or show signs of neglect, stagnation, or deterioration.
PA-CSE 6.01
PA-CSE 6.02
- name, location, and telephone number;
- contact person;
- services offered;
- languages offered;
- fee structure; and
- eligibility requirements.
PA-CSE 6.03
- providing intervention and stabilization;
- connecting the individual to more intensive services; and/or
- contacting emergency responders as appropriate.
- protective measures or special precautions related to inquiries from individuals involved in cases of domestic violence or other endangerment situations;
- how to address individuals who wish to remain anonymous yet require direct intervention and stabilization services;
- protocols on how to connect individuals and families to appropriate formal crisis intervention services or emergency responders; and
- guidance on mandatory reporting and the disclosure of suspected abuse or other criminal behavior.
Coaching, Support, and Education Services (PA-CSE) 7: Peer Support Services
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A rating of (1) indicates that the agency's practices fully meet the standard and reflect a high level of capacity.
- All elements or requirements outlined in the standard are evident in practice, with rare or no exceptions: exceptions do not impact service quality or agency performance.
A rating of (2) indicates that an agency's infrastructure and practices are basically sound but there is room for improvement.
- The majority of the standards requirements have been met and the basic framework required by the standard has been implemented.
- Minor inconsistencies and not yet fully developed practices are noted; however, these do not significantly impact service quality or agency performance.
Partial Implementation, Concerning Performance
A rating of (3) indicates that the agency's observed infrastructure and/or practices require significant improvement.
- The agency has not implemented the basic framework of the standard but instead has in place only part of this framework.
- Omissions or exceptions to the practices outlined in the standard occur regularly, or practices are implemented in a cursory or haphazard manner.
- Service quality or agency functioning may be compromised.
- Capacity is at a basic level.
A rating of (4) indicates that implementation of the standard is minimal or there is no evidence of implementation at all.
- The agency’s observed service delivery infrastructure and practices are weak or non-existent; or show signs of neglect, stagnation, or deterioration.
PA-CSE 7.01
- resiliency;
- recovery;
- personal growth;
- experiential learning;
- wellness;
- self-efficacy; and
- personal choice.
PA-CSE 7.02
- participating in the development and enforcement of program rules;
- contributing to program design and decision making; and
- sharing feedback including dissatisfaction with aspects of the program.
PA-CSE 7.03
- opportunities to participate in and contribute to the recovery community, including giving and receiving peer support;
- opportunities to engage with and contribute to the local community; and
- opportunities to develop and enhance positive personal and interpersonal skills and behaviors.