8 Roles and Responsibilities

 

Roles and responsibilities work together to define what each team member will do.

Generally, a role is a person's place on the team.

Responsibilities are the duties and tasks assigned to a role.

After discussions between Corky, Heidi, Greg, and Heather, we have established the following Team Corky Roles and Responsibilities.

Corky’s Role & Responsibilities: He Must Make a Choice

Choice #1: First and foremost, Corky must understand that if he chooses NOT to move to Heritage Woods:

•     Team members will not provide any type of financial assistance
• Team members will not “bail him out” of eviction or homelessness
• Team members will not provide him housing
• Team members will not store or keep any of his possessions

 OR …

Choice #2: Corky must understand and accept that moving to Heritage Woods is in his best, long-term interests, even if he must significantly reduce the number of his nonessential possessions.

If Corky chooses to work with Team Corky members to make the move to Heritage Woods, he will:

Focus on his new home.

Plan for a smaller apartment and work with Team Corky members to develop an appropriate floor plan

Work with Team Corky to organize select possessions making the move:

• Essentials – (items have already been listed!)
• Coordinate with Team members to choose any replacements of essential items
• Create a “Legacy List” - A very selective list of nonessential, sentimental items that will make the move to include:
•  Display Items (wall décor and knickknacks): These are 20 items that make you happy and best relay to anyone coming into your new apartment who you are.
• Family Photographs and paper ephemera: These are photographs and paper items (newspaper clippings, certificates, etc.) you like to look at occasionally. They will be stored in an archival box.
• Work with Team members to identify sentimental items not on your Legacy List to be photographed for inclusion in a Memory Album.
• Identify any items you want to give to family and friends.
• Identify any family photos or family VHS tapes for digital preservation.
•  Support efforts of Team Corky members.

Heather will be the Life-Sizing Coordinator

*NOTE: $ = financially responsible.

Heather is responsible for:

• Informing Team Corky of how the life-sizing process works and providing weekly or biweekly updates.
• Creating a *Life-Sizing Plan that supports Corky’s safety, health and support targets.
• Coordinating *The Big Sort that focuses on Legacy List items to keep.
• Providing *Decision-Making Questions to assist in Legacy List item selection.
• Ensuring that the selected possessions will fit safely in his new apartment.
• Securing movers. $
• Providing moving supplies. $
• Securing service to handle donations, recycling, and discarding of items not making the move. $
• Ensuring shipment of any items Corky is giving to siblings, nieces and/or nephews. $
• Supporting efforts of Team Members.

*These steps will be explained later as we move forward.

Greg will be the Heritage Woods Coordinator

Confirm with Heritage Woods that all pre-move paperwork is complete.

Check in with Heritage Woods about suggestions and restrictions on personal belongings.

• Do they have a packing list for future residents?
• Are there any specific items needed? For example, some facilities may require a certain kind of laundry hamper or shower curtain.
• Are there any items Heritage Woods does not allow? For example, throw rugs, cardboard boxes, oversized furniture (i.e. “Loveseat/Couch?), wall mounted televisions (restriction on number of holes in walls?), etc. - some assisted living facilities do not allow them.

Schedule move-in day.

Coordinate with Heritage Woods staff on any moving day requirements.

Ensure creation and delivery of Corky’s Memory Album to Heritage Woods apartment:

• Photograph sentimental items not on Corky’s Legacy List.
• Create an album containing photographs $

Support efforts of Team Members

Heidi will be the Beyond Movers Coordinator

•     Ensure landlord receives move out notice.
• Ensure disconnection and cancelation notices are received by all utilities and other service providers.
• Ensure all essential parties are aware of Corky’s new address. For example,the postal service, Social Security Administration, financial institutions, medical providers, etc.
• Share Corky’s new address and contact information with essential personal contacts. Update family and friends.
• Ensure bill payment arrangements are in place.
• Ensure that essential records and documents are moved to Heritage Woods apartment.
• Facilitate the sale of any possessions.
•  Ensure digitization of any family photos or media and delivery to Heritage Woods apartment. $
•  Support efforts of Team members

Throughout this process, all team members will cooperate with one another and provide support and assistance as needed.