*uesticning Techniques; Role Playing; Teaching The role playing, directing the role players, and critiquing

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    DOCUMENT RESUME

    EDI 124 f CE 007 235

    :EC? Co?-?-ins, Wanda ?. ; Donnelly,' Terrence M. _TL= Paralegal Training: Focus or. Interviewing. Trainer's

    LHandbook. NS:ITU:ION California Fi:al Legal Assistance, San FranFisco. ONS AGENCY Administration on Aging (DHEW) , Washington, D.C.

    :fl.T: DATE Feb 74 NCTE E2p.; For related documents, see CE 007 231-234

    EDES PFICE MF-$0.83 Plus Postage. HC Not ,Awailable from ED?S. D=SCRIPTC?S Instructional Materials; Interviews; *Law

    Instruction; Legal Aid; *Older Adults; *Paraprofessional Personnel; *Program Planning; *uesticning Techniques; Role Playing; Teaching Guides; Teacning Techniques; *Training Techniques

    IT7N7T/4-FE *Legal Assistants

    ABS: PAC: The handbook is part of a series on legal services

    for the elderly which can be provided by senior citizens functioning as paraiegals. It is desigzed.to assist trainers in preparing paralegals and covers the following areas: t1)I4 planning a training program--trainees; trainers; setting; materials, equipment, and props; program content; scheduling; and evaluation; (2) trainer rolesproducer, director, teacher, and evaluator; (3) role playing as a teaching tool -- planning role playing exercises, starting the role playing, directing the role players, and critiquing the role playing exercise; (4) film and video tape as a tool in training; and (5) teaching interviewing techniques--principles and issues. Also included are 10 exercises for applying the'.i-sterviewin skills , learned: the paralegal role, establishing rapport, oil-stint confidentiality, explaining client's right to an administrative hearing, client eligibility, listening to clients, non-verbal behavior,'fact gathering, developing a plan oi aFtion and closing the interview, and summary of previous skills. Appended materials include a trainer's bibliography, suggested training schedules, evaluation' . and other forms, job description for legal assistant, and a checklist for evaluating interviewer's non-verbal behavior. (E7(..)

    /

    **************4**w************************************************* Documents acquired by EPIC include many informal unpublished

    * materials not available from other sources. EPIC makes every effort * * to obtain the best copy available. Nevertheless, items of marginal * * reproducibility a ;e often encountered and this affects the quality * *. of the microfiche and hardcopy reproductions ERIC makes available * via the EF:C Document Reproduction Service (EDFS). EDFS is not * responsible for the quality of the original document. Reproductions * * supplied' by EDFS are the best that can be made from the original. * ******k****4*********.*********************4****************************

  • )

    paralegal Waking:

    focus off, interviewing

    itiatter's handbook

    WANDA R. COLLINS, MSW

    TERRENCE M. DONNELLY, MSW

    OsL.

    U S DEPARTMENT OF HEALTH EDUCATION &WELFARE NATIONAL INSTITUTE OF

    EDUCATION

    S DOCUMENT AS BEEN REPRO-

    0,-CEO EXACTLY AS RECEIVED FROM T.E PERSON OR ORGANIZATION ORIDIN

    PO,NTS OP V/EW OR OPINIONS STATED 00 NOT NECESSARILY REPRE-

    cENT c JCIA, NATIONAL INSTITUTE OF EDUCATION POSITION OR POL,CY

    CALIFORNIA RURAL LEGAL ASSISTANCE OFFICE

    of the

    NATIONAL SENIOR CITIZENS LAW CENTER

    2

  • CREDITS

    Cover Photograph:

    Gra'phics

    Norman Prince

    Coni Tarquin'

    Cover Photo, ft to right Mrs. Clarissa Ward, Senior Advocate, Mrs. anda R. Collins, MSW, Chief, Train- ing and Cor`nmu tty Services, of the California Rural Legal Assistance ffice of the National Senior Citizens Law Center, Mr ck Keefauver, Senior Legal Assist ant at Senior Citizens LA* Services Otf ice of Santa Cruz County Legal Aid Society

    Calif Rural Legal Assistance Office

    National Senior Citizens Law Center

    942 Market Street, Suite 606

    San Francisco, CA 94102

    February, 1974

    This Handbook was prepared pursuant to a grant from the Administration on Aging, SRS, Department of Health, Education and Welfare to the National Para legal Institute and subcontracted to the California Rural Legal Assistance Office of the National Senior Citizens Law Centei

    3

  • 'PARALEGAL TRAINING: Focus on Intervievving

    TABLE liF CONTENTS

    PREFACE

    INTRODUCTION

    PLANNING A TRAINING PROGRAM'

    5

    6

    # 7

    The Trainees 8,

    The Trainers 9

    The Setting .10

    Materials, Equipment and Props 11

    Program Content 12

    Scheduling 13

    E,aluation 14

    TRAINER ROLES PRODUCER, DIRECTOR, TEACHER AND ,EVALUATOR 15

    Producer 15

    Director 16

    Teacher 16

    Evaluator 17

    ROLE PLAYING AS A TEACHING TOOL 18

    Planning Role Playing Exercises , 19

    Starting the Role Playing 19

    Directing the Role Players 20

    Critiqueing the Role Playing Exercise 20

    FILM AND VIDEO TAPE AS A TOOL IN TRAINI 22

    TEACHING INTERVIEWING TECHNIQUES 24

    Principles and Issues

    Application of Knowledge 26

    EXERCISE 1 THE PARALEGAL ROL= 27

    EXERCISE 2 ESTABLISHING RA T 29

    EXERCISE 3 CLIENT CONFIDENtIALITY 10 EXERCISE 4 EXPLAINING CLIENT'S RIGHT TO

    '"........%

    AN ADMINISTRATIVE HEARING 31

    EXERCISE 5 CLIENT ELIGIBILITY .

    32

    EXERCISE 6 LISTENING TO CLIENTS 34

    4

  • TABLE OF CONTENTS (Continued)

    i EXERCISE 7 NON VERBA BEHAVIOR A

    c EXERCISE 8 FACT GAT EKING EXERCIV9 DEVELOP' G A PLAN OF ACTION..

    AND CLOS G THE INTERVIEW

    EXERCISE 1Q SUMMARY 0 PREVIOUS SKILLS EPI LOGUE

    APPENDIX

    35

    36

    38

    39

    40

    41

    Trainer's Bibliography 41

    5 day Training Outline . 42'

    1-day Schedule on interviewing '43

    Individual Training Session EPaluation 44

    Outline for Evaluating Total Training Program /. 45

    Model Position Description . . . 46

    Authorization to Represent Form 47

    Client Intake, Closing and Statistical Sheet (Form No..1) 48'

    List of Problems (Form No 2) . 49

    Checklist for Observing and Evaluating Interviewer's Non-Verha't Behavior . 50

    Order Blank 51

    e

    /

    7

    4,

  • reface

    Paralegal training is a new field andtkere are as many theories about the best way to provide training as there are trainers. In private law,pgactice, most of the training is done in-house by the lawyers, and through self-training by the paralegals. In publicly-funded legal services offices training is haphazardly provided on-the-job with, most of-the paralegals-learning on their own.,

    One of the most serious problems has been the lack of training materials.for trainees and for trainers. To begin to fill that need, funds hafe:been_provided for a series of training paCkets by the Administration on Aging, Department of Health, Education and Welfare through the Natiorial Paralegal Institute of Washington, D.C. This Trainer's Handbook is part bf a packet on interviewing. Other packets in this series are:

    ,1. a handbook and film on how to set up a regal services office using older persons as -paralegals in delivering legal services to the elderly;

    2 a handbook and film on an administrative hearing in the Social Security system, including substantive material on the regulations and statutes governing Social Security ,Disability;,

    .

    3. written material on the new federalized welfare program for adults called "Supplemental Security Income."

    5

    +eh

    4:4

  • introduction

    ,Z Z t

    4 . 4 o .,4, The purpose of this Trainer's Handbook is to provide assistance to.a perlori Piked

    inthe role of trainer, whose experience in that role might be litrittecit,,Forihat,ason, , - .

    the first four sections deal with issues which are germane to training. no matter what, the subject area, although special reference is made throughout to training,in infer-

    . viewing techniques. Those, first four secjons are: , , .., .,

    Planning a Training Program . .. ..* t .'.

    Trainer Roles: Producer, birestor, Teacher and Evalu''a;oi- ,

    go' Role-Playing as a Teaching Tool

    Film and Video 'Tape as a.Tool in Training

    The fifth section is devoted exclusively to teaching interviewing techniques, includ- . ing ten training exercises, a.

    Before reading this Handbook, thesfilm, "Paralegal Interviewing: Fact-Gathering and the Human Perspective" sheuld be reviewed and the accompanying Trainee's Handbook should be studied. Issues and principles related to interviewing.are covered in that-rnater-ial-and-will-not-be-fepeated in-this-Handbook.* +

    1

    I1

    t. e

    1

    4

    a

  • . ., i.,..7{,.,4-._,~5

    *fining a Mititing :program. ....._, .,

    . .

    _., ,, . . -,f4 f'-''-. ,',F".`- -"--i. - . , -,,, ,. --, -?.., '-i,

    Training is an on-going process, so any training provided by a legal services office should be seen as.part of a long-range plan.. Since legal service offices have a high

    'rate of turnover, there is the continual need to train new employees. There is also the need to update ,and enrich,the skills aril knowledge base Of employees who have

    ',--beep on the job.

    Before planning a training program, the trainer should have a commitment from the program director to pn-goirig training, which includes the freeing of paralegals from case, responsibility when the training sessions' are in progress. Oth