APSE-The Colorado Association for Persons in Supported Employment Award for Outstanding Leadership
Timeline
Kristi Roe
Manzanola,CO
Summary
Experienced with strategic planning and project management. Utilizes leadership skills to drive team performance and operational excellence. Track record of delivering high-impact results through innovative problem-solving and effective communication.
Encouraging manager and analytical problem-solver with talents for team building, leading and motivating, as well as excellent customer relations aptitude and relationship-building skills. Proficient in using independent decision-making skills and sound judgment to positively impact company success. Dedicated to applying training, monitoring and morale-building abilities to enhance employee engagement and boost performance.
Overview
34
34
years of professional experience
1
1
Certification
Work History
Advocacy Director- Patient and Family Advocate, Peer613, Peer404 and Peer128 Supervisor
Southeast Health Group (SHG) Valley-Wide Health Sy
11.2014 - Current
As the Patient and Family Advocate, I help individuals and their families navigate our healthcare services, assuring access to these services and protecting their rights
These duties include:
Educating clients and families about their rights and ensuring they are protected
Assisting clients and their families in understanding services and systems by providing them with information about availability, access, and limits to services
Providing education, training, and informational tools to help clients advocate for themselves by developing their knowledge and increasing their coping skills
Facilitating communication between providers and the individual receiving services and their families
Educating clients and their families about the process for filing grievances about treatment and/or services received at SHG/VWHS
Reviewing and investigating all grievances and then coordinating the resolution process
Track grievances for trends
Overseeing, approving, and providing clients in need with Advocacy Funds and managing budgets
As the Peer Supervisor, I supervise SHG/VWHS Peer Specialists Peer613, Peer404, and Peer128- peer-run facilities offering individual peer support to the community as well as peer-directed self-help and educational groups
These duties include:
Supervising SHG/VWHS Peer Specialists and assisting in their recruitment and retention including; interviewing, educating, training, coaching, clinical and administrative supervision
Oversee the development, scheduling, planning, and effective delivery of services at Peer613, Peer404, Peer128, and other services provided by SHG/VWHS Peer Specialists
Creating and maintaining short and long-term program plans and budgets
Developing regular and routine monitoring and maintenance of Peer613, Peer404, Peer128, and other Peer Services
Representing the agency and promoting SHG/VWHS and Peer613, Peer404, and Peer128 in the community through positive public relations and marketing
Operating the program in compliance with all applicable federal, state, county, and local statutes, regulations, rules, and policies
These two companies merged in March of2023
Mental Health Worker
Southeast Health Group
02.2012 - 11.2014
Company Overview: formally known as -Southeast Behavioral Health Group, La Junta Colorado
As a Mental Health Worker, I was responsible for the management and delegation of the monetary benefits of each client for whom SEBHG is their representative payee
I worked with each of these clients teaching money management skills and managing their benefits to ensure their needs are met
These duties included:
Developed and follow a curriculum teaching money management to clients and groups
Determined the individual’s needs and ensure benefits are used to meet those needs
Reported any changes or events which could affect the individual’s eligibility for benefits or payment amount
Documented each individual’s benefits and how each spent and/or saved their money
Completed written reports accounting for the client’s funds
Work directly with SSA regarding each individual’s benefits
Assessed an individual’s needs and preferences and identify specific goals
Documented each service provided
Analyzed the intervention and its impact on the progress of the individual reaching their goals
Provided money management skills training services so clients may develop the skills needed to become their own payee
Developed budgets, forms, guides, and other tools to provide training and support to assist clients in reaching their goals
Completed Annual and Six-Month Update summaries to address each client’s goals and progress
Met production levels and benchmark standards
CASE MANAGER II
Southeast Health Group
07.2007 - 02.2012
Company Overview: formally known as -Southeast Mental Health Services, La Junta Colorado
As a Case Manager II, I located and managed resources to ensure that the individual’s needs are met
I worked directly with individuals assessing their needs and then planning, implementing, and providing services to meet the client’s needs
These duties included:
Managed resources, planned, and deliver services and support to each client
Assessed the client’s needs and preferences and then develop a comprehensive care plan with specific goals
Documented each service provided
Met production levels and benchmark standards
Analyzed the intervention and the impact on the client’s progress in reaching their goals
Provided skills training services so clients may develop the skills needed to increase their level of independence
Developed forms, schedules, guides, and other tools to provide training and support to assist clients in reaching their goals
Completed Annual and Six-Month Updates to address each client’s goals and progress
PARA PROFESSIONAL
New Horizons Academy
12.2006 - 06.2007
Company Overview: La Junta Colorado
As a Para Professional for New Horizons, I worked with students with behavior problems
I worked directly with the students in the elementary classes helping them to develop academically as well as socially
I worked with each student on their specific behaviors and assisted them in learning more appropriate ways to interact with their classmates and teachers
These duties include:
Provided reasonable and appropriate supervision of students and the class
Provided training and teaching to students regarding academic classes and appropriate behaviors
Trained and taught students in accordance with the Behavioral Intervention Plan (BIP), promoting behavior modification and social skills
Prepared oral and written reports and present them at individual planning meetings to document the progress of each of these students
Maintained the physical facility both interior and exterior, in a clean, safe, and orderly fashion
Documented and completed the necessary paperwork, which includes, but is not limited to: grading school work, academic achievement tracking, attendance, incident/accident reports, behavior reports, etc
Director of Community Supports
Arkansas Valley Community Center
06.2003 - 12.2006
Company Overview: La Junta Colorado
As Director of Community Support, I was responsible for the day-to-day management and oversight of the SLS Program, Day Activities Programs, and the Supported Employment Program
I was the immediate supervisor of three (3) Program Coordinators and their assigned physical sites and the twenty-four (24) direct care staff in these areas
These duties include:
Effective management and use of resources, planning, developing, and ensuring the delivery of services and supports
Provided executive-level leadership to the program and serve as an active member of the Leadership Team
Identified significant issues affecting clients served, their families, and the entire agency
Ensured that analyses, plans, and strategies were developed to address clients, staff, and programmatic issues
Assured the effective and efficient use of current and future resources and establish new resources through grant writing
Developed and maintain strong relationships with local and State agencies, committees, task forces, commissions, and teams
Oversaw community-based and non-integrated activities to ensure consistent implementation of the mission
Established relationships and services for clients to access community employment resources: Department of Vocational Rehabilitation, Colorado Work Force, etc
Developed community resources and contacts focusing on establishing organizational and supported employment opportunities for clients
Established and maintain a Special Minimum Wage Certificate with the Department of Labor
Established Individual Marketing Plans which include work assessments, resumes, and evaluations
Maintained individual employee records, time studies, and payroll
Oversaw the development, plan, and delivery of services and supports as outlined in the individual’s annual plan
Oversaw the management of agency vehicles and their ongoing maintenance
Completed all reports, surveys, and requests for information from contractors and other sponsors/supporters
Represented the department and agency on councils, committees, or other such groups
Ensured the effective delivery of services according to the established rules, regulations, and guidelines as set by the State of Colorado and national accrediting bodies
Created short and long-term program plans and budgets, which align with the agency’s fundamental values, standards, vision, mission, and strategic plan
Developed regular and routine monitoring and maintenance of physical sites
Assisted in the recruitment and retention of staff including; interviewing, educating, coaching, supervising, and supporting
Operated the program in compliance with all applicable federal, state, county, and local statutes, regulations, rules, and policies
Represented the agency in the community through positive public relations and active involvement in civic functions
Supported Living Services Director
Arkansas Valley Community Center
03.2001 - 06.2003
Company Overview: La Junta Colorado
As SLS Director I was responsible to establish and oversee the Arkansas Valley Community Center’s SLS (Supported Living Services) program in accordance with state-wide accepted standards and practices
In addition, I was responsible for the supervision of the six (6) staff hired to provide SLS services
These duties included:
Ensured individual needs are met and resources are used judiciously to ensure the health, safety, and welfare of each client
Supervised and monitor SLS Providers & Service Provider Organizations
Developed and maintain an SLS Client Database Prepare quarterly reports for program evaluation and utilization reports
Developed and monitor the schedule of services as assigned
Verified the appropriateness of services identified and assuring expenditures are within guidelines and identified in the Individual’s Plan
Assured schedules of service changes are complete and submitted as necessary
Set up and maintained networks of natural support and resources connecting clients with the community
Monitored incident reports, health logs, billing forms, and other documentation of services provided
Promoted the SLS program,community-wide, through participation in external/internal committees and formal program presentation
Ensured service providers receive the appropriate training and maintain a record of these training opportunities
Maintained records, which meet the State of Colorado’s Rules and Regulations requirements, implementing systems, policies, and procedures, and review reports and billing notes, which assure program compliance
Regularly monitored client and family satisfaction with services and supports
Verified the appropriateness of services identified in Individual Service Plans to assure expenditures are within guidelines established by the State of Colorado and identified in the Individual Plan prior to final approval
Ensured service quality and compliance with DDS Rules and Regulations and other appropriate regulatory mandates
Supported Living Services Coordinator
Arkansas Valley Community Center
04.1999 - 03.2001
Company Overview: La Junta Colorado
As SLS Coordinator I was responsible to administer and oversee the Arkansas Valley Community Center’s SLS program in accordance with state-wide accepted standards and practices
In addition, I was responsible for the supervision of three (3) staff hired to provide SLS services
These duties included:
Ensured clients are living in a healthy and safe environment
Developed and implement services and supports as indicated in the Individual Plan (IP) and Schedule of Service (SOS)
Served as “backup” personal care and assistance, mentoring, transportation, and assistance with household activities, money management, safety training, and community access activities for clients
Worked directly with clients to develop a support network of family, friends, neighbors, and acquaintances based on their personal preferences
Advocated for individuals and assist them in making reasonable and informed choices
Development and implementation of the client’s IP including assessments, interviews, satisfaction surveys, safety reviews, and health and safety plans
Followed, review and summarize the progress of each individual and their IP and Behavior Development Program (BDP) tracking
Maintained program files and assist in achieving program goals
Assisted with developing skill/behavior programs and provide necessary tracking of client progress, baseline data, and follow-up implementation
Attend planning meetings and provide formal and informal assessments of residents, and summarize functional skill levels and behaviors for the Individual Plan
Provide documentation as required by regulatory agencies including progress/training notes, attendance forms, incident reports, and other documentation
Monitored program quality maintaining program sites in accordance with respective DDS standards
Maintain program accreditation and maintain overall, general organization and flow of activities in assigned programs and sites
Worked cooperatively with other departments, programs, and agencies to ensure the delivery of service
Program Coordinator
Arkansas Valley Community Center
04.1997 - 04.1999
Company Overview: La Junta Colorado
As Program Coordinator, I was responsible to provide day-to-day oversight of assigned day program area, program development, coordination, and delivery of program services
These duties included:
Maintained program files and assist in achieving program goals to maintain program accreditation
Obtained and analyze client information in order to develop and implement Individual Program Plans and Individual Service & Support plans
Assisted with developing behavior programs and provide necessary tracking, baseline data, and follow-up implementation
Monitored and tracked plans and progress as indicated
Attend planning meetings and provide formal and informal assessments of residents, and summarize functional skill levels and behaviors for the Individual Plan
Provided documentation as required by regulatory agencies including progress/training notes, attendance forms, incident reports, and other documentation
Performed quarterly survey assessments of assigned program sites in accordance with state standards
Handled parental, family, and guardian contacts as assigned
Maintained overall, general organization and flow of activities in assigned programs and sites
Monitored program sites for environmental and programming quality maintaining program sites in accordance with respective DDS, Health Department, and/or CARF standards
Worked cooperatively with other departments, programs, and agencies to ensure the delivery of services
Habilitative Technician
Arkansas Valley Community Center
06.1991 - 04.1997
Company Overview: La Junta Colorado
As a Habilitative Technician, I was responsible for the direct care and training of15 individuals with developmental disabilities
These duties included:
Provided reasonable and appropriate client supervision
Provided training and teaching to clients regarding activities of daily living and appropriate adult behaviors, which enhance the individual’s independence
Trained and taught clients in accordance with the Individual Plan and the Individual Services and Support Plans, promoting behavior modification and social skills
Prepared oral and written reports and present them at individual planning meetings to document the progress of each client
Provided training and support as needed to ensure each client’s health, safety & welfare
Supervised clients in the self-administration of prescribed medications and communicated any health concerns
Maintained the interior and exterior physical facility in a clean, safe, and orderly fashion
Responsible for conducting, evaluating, and documenting evacuation drills per licensing requirements and/or Individual Safety Plans
Supervised and monitored clients in their job setting also assess, train, and assist clients with job readiness skills and placement
Planned leisure and recreational activities to ensure each client had a productive and fulfilling day by supporting them in their participation in these activities, and other projects
Worked with businesses and employment programs in the community to develop job placements and assist clients in maintaining their job
Maintained open communication with all individuals involved
Documented and completed the necessary paperwork, which includes, but is not limited to: tracking, attendance, time sheets, case notes, incident/accident reports, medication sheets, health logs, seizure reports, etc
Developed, implemented, and monitored the Individual Support and Service Plans (ISSP) and other plans & programs
Education
Psychology
Otero Junior College
La Junta, CO
Skills
Strategic planning
Verbal and written communication
Decision-making
Relationship building
Operations management
Project management
Team management
Creativity and innovation
Strategies and goals
Project coordination
Employee development
Staff management
Organizational development
Program management
Accomplishments
Supervised a variety of teams with 10-30 staff members.
Created and developed peer support programs in 3 separate communities.
Directed and managed 6 different departments with multiple programs, clients and employees.
Certification
CPFS- Certified Colorado Peer & Family Specialist est.2017 and renewed every2 years. Next Renewal5-25
Awards
APSE-The Colorado Association for Persons in Supported Employment Award for Outstanding Leadership-2005, “Innovative Solutions Award” at the State of the State Summit2017 sponsored by the advocacy organization Action22, “Golden Lightbulb Award” from the Colorado Behavioral Healthcare Council in2017
Professional Experience-34 years
Knowledge of business management principles, practices, and techniques including preparing and managing budgets.
Skilled in staff supervision of a team of30 employees including hiring processes, progressive coaching, and employee monitoring.
Compliance experience with state and federal rules and regulations.
Experience working with diverse demographics, including individuals experiencing behavioral health issues, developmental disabilities, and learning difficulties.
Experience developing, directing, managing, and marketing programs to diverse clients and community bases.
Experience measuring and evaluating the impact of program delivery.
Solid team player with excellent interpersonal, organizational, and communication skills.
Possess strong computer skills -Microsoft Office.
ADDITIONAL EXPERIENCE
State of Colorado AD Hoc Committee on Employment and Community Participation
Al Orlofsky- Colorado Division for Developmental Disabilities
January2004- June2005
This committee was developed to address the barriers Individuals with Developmental Dissables face in obtaining gainful employment in Colorado. This Committee explored and submitted new viable approaches to promote equality of opportunity for all individuals to participate in paid community employment regardless of the severity of their disability. The Committee also developed ways to promote competitive paid community employment opportunities that would build natural support in the workplace resulting in individuals being valued community participants.
Horse Training1981-2016
Family Ranch, Alamosa & Manzanola, Colorado
I have been breaking and training horses for my family and the general public since1981.
Extended Learning
OJC- Some College Courses Farm & Ranch Management and General Educations classes2008-2013
How to Supervise People1998
Excelling as a First Time Supervisor1999
Transition- Aged Youth: Using SSI Work Incentives1999
Microsoft Access97 Intro & Intermediate Course2001
Interviewing People & Conducting Serious Incident Investigations2001