Phase One contains the first two steps of EQUIP.

Step 1. EQUIP Training

Training consists of two online trainings for up to 30 mentoring program staff members.

Examples of topics covered in the training:

  • Foundation and research basis of the Third Edition of the EEPM
  • Benefits and challenges of engaging in a quality improvement process
  • How to prepare to complete a program self-assessment
  • Overview of the EQUIP life cycle
  • The structure and content of the EQUIP self-assessment tool
  • How to access and use the EQUIP web-based software tool

Step 2: Program Self-Assessment

Using EQUIP’s web-based software self-assessment tool, your trained program administrator answers questions about your specific program practices and provides supporting documentation. In this step, you’re able to describe your unique challenges for achieving or maintaining compliance with the standards. In fact, this is an opportunity to use the findings available in your Self-Assessment Report in your requests for resources from funders.



Step 3: External Review

Once the self-assessment is complete, we conduct an external review. EQUIP is designed for objectivity; separate individuals can independently, reliably, and consistently determine if your program is in compliance with each benchmark.

Step 4: External  Reviewer Report

The External Reviewer Report (ERR) is created following completion of the self-assessment and external review, and is presented to your Program Director for review and comment. During this step, your program may consult with the certified reviewer to collaborate on revisions to the final ERR report.

Step 5: Quality Improvement Consultation

Your in-depth Quality Improvement Plan starts with a full analysis of the results of your Self-Assessment and the External Reviewer Reports (from Phase One) by our expert technical assistance providers. Based on their analysis, they consult with your program to create your customized Quality Improvement Plan.

Step 6: Quality Improvement Plan (QIP)

Your customized plan includes:
  • Comprehensive, real-time presentation
  • Full written (QIP) report
  • Step-by-step prioritized action plan
  • Recommended resources for implementation

The QIP is organized in two important ways, so you can prioritize and invest in the areas that deliver the greatest return:

  1. Six EEPM Standards:
    • Recruitment
    • Screening
    • Training
    • Matching
    • Monitoring and Support
    • Closure
  2. Four Priority Areas: Benchmarks are regrouped into four practice categories prioritized for impact. This categorization system is unique to EQUIP.
    • Physical safety
    • Emotional safety
    • Research-based
    • Enhancements