Instruments, Tools, and Guides

The Procedures Manual, Child and Family Services Reviews Instruments, and Child and Family Services Reviews Planning Documents are listed below.

Procedures Manual - The Procedures Manual provides information regarding the framework and goals of the new child and family services review process, and instructions for conducting the two-stage review process and for determining whether States have achieved substantial conformity in all areas assessed.

Child and Family Services Reviews Instruments - The Child Welfare Review Project disseminates the child and family services reviews instruments on behalf of the Children's Bureau.

• CFSR Statewide Assessment (Last updated December 2006) - The Statewide Assessment is the first stage of the review process.
  (Word - 320 KB) or (PDF - 214 KB)
  
  
• CFSR Onsite Review Instrument and Instructions (Last updated March 2008) - The onsite review is the second stage of the review process.
  (Word - 1,584 KB) or (PDF - 560 KB)
  
  
• CFSR Stakeholder Interview Guide (Last updated March 2008) - Identifies core questions that should be covered in the stakeholder interviews at each review site.
  (Word - 798 KB) or (PDF - 240 KB)
  
  
• CFSR Summary of Findings Form (Last updated January 2007) - Provides a format for the child and family services review teams to consolidate information into one comprehensive report to the State agency.
  (Word - 648 KB) or (PDF - 127 KB)
  
  
• Program Improvement Plan Instructions and Matrix (Last updated October 2007) - This document is intended to provide guidance for States in developing a Program Improvement Plan (PIP) following receipt of the Final Report on the child and family services review.
  (Word - 734 KB) or (PDF - 577 KB)

Child and Family Services Reviews Planning Documents - Information for planning, scheduling and completing a review.

• Case Elimination Worksheet – Guidelines and worksheet for eliminating cases from the onsite review sample. (PDF - 105 KB) (Excel - 112 KB)
  
  
• Conference Call Planning Guidelines - Guidelines for scheduling and facilitating conference calls during a review period. (PDF - 44 KB)
  
  
• Instructions for Completing the State Policy Submission Form - Tips for completing the submission form. (Updated March 2008) (PDF - 93 KB) (Word - 59 KB)
  
  
• State Policy Submission Form - Last updated March 2008.
  (PDF - 93 KB) (Word - 54 KB)
  
  
• Tips for Creating Onsite Review Schedules - (Updated February 2007) Guidance and sample schedules that States may use in preparing review week schedules.
  
  

Child and Family Services Reviews Training Materials

• Philosophy and Conceptual Framework
  
  
• Practice Principles
  
  
• Steps in the Review Process
  
  
• Roles and Responsibilities of the Onsite Review Team
  
  
• Tips for Reviewers: The Statewide Assessment Process
  
  
• Tips for Reviewers: Participating in Entrance and Exit Conferences
  
  
• Tips for Reviewers: Reviewing Case Records and Completing the Onsite Review Instrument
  
  
• Tips for Reviewers: Conducting Case-Related Interviews
  
  
• Tips for Reviewers: Participating in Review Debriefings