Resource Management Team (RMT)

Processes from Referral to Program Placement

When staff, students, or community members recognize students who may need additional support in order to be successful in an academic environment for social, emotional, physical, and/or academic needs, this is the process that is to be followed. The goal of this process is to identify specific needs and outline past and current interventions to continue to add to the knowledge base of the team to better support the student.

This process is to be followed prior to a student be referred to special education, a 504 plan, or a medical plan.

Step 1

An RMT referral form (Attachment A-1) is completed. This form is completed by the recommending person, who could be a staff member, parent, or community member. Once completed, the form is submitted to our Counselor/Director of Student Services who is the case manager for this student throughout the RMT process which concludes with the student being removed from the team’s focus, or a referral for SPED, 504, or medical plan.

After receiving the form A-1 the Counselor, or Director of Student Services, will then do the following:

  • Complete the background information form (Attachment A-2); and,

  • Send to staff members who interact with the student a data gathering form (Attachment A-3).

These forms are returned to the Counselor/Director of Student Services.

Step 2

Once all the forms have been received, or the deadline for form returns has passed, the Counselor/Director of Student Services will set up a meeting to discuss the student and their needs. Both the administration and parents/guardians will be invited to this meeting. During the meeting the agenda below is used to assist the team in identifying what the needs are and what actions will be taken:

  1. Review why the student was referred - Counselor/Director of Student Services

  2. Facilitate a whiteboard activity to identify the following about the student - Counselor/Director of Student Services:

    1. Strengths

    2. Areas of concern

    3. Past and/or current interventions

    4. Define target need

    5. Develop a goal to meet the need:

      1. Name the need

      2. Define what success looks like

      3. List the actions to be done at school and/or home

      4. Develop a data gathering system

      5. Set a review date 6 weeks from the start of the actions from step iii

Following the meeting, the Counselor/Director of Student Services will set on their calendar the review date for the team and invite all participants. The Counselor/Director of Student Services will also develop the necessary forms or get assistance from a team member if necessary. The results of the meeting will be sent to the staff so everyone is informed and able to assist in addressing the student’s needs.

Step 3

At the midpoint of the intervention from Step 2, approximately 3 weeks, the Counselor/Director of Student Services will send out a survey to check on the status of the student’s progress. If the results show that the student is not making progress, the Counselor/Director of Student Services may determine to go to Step 4.

Step 4

At this point the team reconvenes and uses the agenda below - Counselor/Director of Student Services:

  1. Review of goal and data to be collected - Counselor/Director of Student Services

    1. Strengths of goal

    2. Areas of concern still present if any

    3. Was success as defined achieved?

      1. If yes, move on to another need if one exists AND determine if intervention needs to continue.

        1. If another goal is created after the first was successful, then this new goal begins back at Step 2.

      2. If no, revise the goal with new intervention AND set a new review date 4 weeks from the implementation of this new intervention.

Communication following the review meeting is essential to all staff so everyone knows what the expected actions are. The Counselor or Director of Student Services will again develop any necessary forms or documents and may get assistance from another team member if necessary. Also, the Counselor or Director of Student Services will set on their calendar the next meeting date and invite all participants.

Step 5

At the second review meeting the team will follow the following agenda as facilitated by the Counselor/Director of Student Services:

  1. Review of goal and data to be collected - Counselor/Director of Student Services

    1. Strengths of goal

    2. Areas of concern still present if any

    3. Was success as defined achieved?

      1. If yes, move on to another need if one exists AND determine if intervention needs to continue.

        1. If another goal is created after the first was successful, then this new goal begins back at Step 2.

      2. If no, determine if the need should move on to one of the following referrals:

        1. Special Education Referral (Attachment B)

        2. 504 Plan Referral (Attachment C)

        3. Medical Plan Referral (Attachment D)

Communication following the review meeting is essential to all staff so everyone knows what the expected actions are. The Counselor or Director of Student Services will again develop any necessary forms or documents and may get assistance from another team member if necessary. Also, the Counselor or Director of Student Services will set on their calendar the next meeting date and invite all participants.

If a referral is made to Special Education, 504, or Medical plans the Counselor or Director of Student Services will complete the referral form and send it to the appropriate personnel:

  • Special Education – School Psychologist

  • 504 Plan - Counselor or Director of Student Services

  • Medical Plan – School Nurse

Links to Resource Management Team (RMT) Documents: