Leader Guide
The Force for Health®CTE Workforce Pathway · 2026
The Force for Health® Network presents

Community Health Worker Pro

Run a 160-hour CHW cohort or a 52-hour Junior CHW class: calendars, 12 unit plans, answer keys, a practicum log, a C3 competency checklist and the My Healthy IDEAS rubric — all in one book.

Group Leader Guide
160Training hours
12Units
52Foundations hrs
130Practicum hrs
80%Exams to pass
Coach LucyDr. Rob GillioCoach Lucy & Dr. Rob Gillio, MD
Learn It · Live It · Share It™
Welcome

Welcome from Coach Lucy and Dr. Rob

Coach Lucy

Thank you for leading a Community Health Worker cohort. The people in your room are often the ones their neighbors already trust. This training turns that trust into professional skills, and this guide gives you the plan so you can spend your energy on the people.

— Coach Lucy · CEO & Co-Founder, The Force for Health® Network
Dr. Rob Gillio

CHWs reach people that clinics often miss, and they help care teams understand the lives behind the chart. Teach them to connect, coach and advocate — and to know exactly where their role ends and the clinician’s begins.

— Dr. Rob Gillio, MD · Co-Founder, The Force for Health® Network

The Force for Health® Network is physician- and woman-led. CHW Pro builds on Digital Health Navigator Pro (which counts toward Unit 5) and on FFH’s Health BASICS and Social Determinants of Health courses.

Your learners get

  • 12 units of video lessons and 12 illustrated eBooks
  • The CHW Qwest game, one station per unit
  • An exam per unit and a 25-question final
  • A practicum log and the My Healthy IDEAS capstone

You get

  • A 16-week, 160-hour cohort calendar
  • A 52-hour Junior CHW CTE schedule
  • A plan and answer key for every unit
  • A C3 competency checklist, sign-off sheets and rubrics
Community Health Worker Pro · Group Leader Guide
Community Health Worker Pro · Group Leader Guide
Start here

How to use this guide

Pick a level and a calendar, prepare the room, then teach one unit plan at a time. Everything you need to print is in this book.

1

Choose a level

CHW Pro (160 hrs), Pro + Practicum (290 hrs), Foundations (52 hrs) or Junior CHW for CTE (52 hrs).

2

Set up

Fill in the local resource worksheet and the crisis and reporting card before week 1.

3

Teach

Each unit plan has a session flow, opener, activity, discussion questions and the exam key.

4

Check skills

Use the C3 competency checklist and the practicum log with a site supervisor.

5

Capstone + certify

Score My Healthy IDEAS with the rubric, run the final exam and print certificates.

Say it clearly to learners and partners

CHW Pro is a training program. It is aligned to the C3 national standard, Arizona's CHW scope areas and core competencies and Medicare's Community Health Integration competencies, and built to the 160-hour Texas standard. It is not a state certification. State approval of the training program is being pursued (AzCHOW in Arizona, the Pennsylvania Certification Board in Pennsylvania); certification rules vary by state.

Coach Lucy
Coach Lucy Tip

Play each Qwest station yourself before you teach the unit. Ten minutes of play shows you exactly where learners will get stuck.

Community Health Worker Pro · Group Leader Guide
Program at a glance

Community Health Worker Pro

160Hours · 12 units
10 + 11C3 roles + skills
130Optional practicum hrs
80%Unit + final exams

The 12 units

01Professional Conduct · 12 hrsYour role, your ethics and your boundaries
02Communication and Relationships · 16 hrsListen first, build trust, talk about change
03Cultural Mediation · 14 hrsBridge communities and health and social systems
04Culturally Appropriate Health Education · 16 hrsTeach in plain words that fit the community
05Care Coordination and System Navigation · 24 hrsGet people to the right care in the right order (includes DHN Pro)
06Coaching and Social Support · 20 hrsGoals, action plans and people who have your back
07Advocacy and Capacity Building · 10 hrsSpeak up with people and build community power
08Individual and Community Assessment · 12 hrsScreen for needs, map strengths, use data well
09Outreach · 8 hrsFind and engage people where they are
10Direct Service Within Scope · 12 hrsBasic help, mental health awareness and crisis response
11Evaluation and Research · 8 hrsMeasure what matters and tell the story with data
12Safety, Law and Self-Care · 8 hrsHIPAA, mandated reporting, field safety and caring for yourself

Levels

52
CHW Foundations

Units 1, 2 and 5 (includes all of Digital Health Navigator Pro)

160
CHW Pro

All 12 units, an exam per unit and the My Healthy IDEAS capstone

290
CHW Pro + Practicum

CHW Pro plus a 130-hour supervised practicum log

52
Junior CHW

Ages 16–17 in CTE: CHW Foundations plus the My Healthy IDEAS capstone

Qwest ranks

CHW Trainee → Outreach Partner (2 units) → Care Connector (4) → Community Connector (8) → CHW Pro (12) → Final exam passed (FFH training certificate, not a state certification).

Community Health Worker Pro · Group Leader Guide
Ready calendar · 16 weeks × 10 hours

The 160-hour cohort calendar

Units run in order. Each week: two 5-hour days, or five 2-hour sessions. Practicum (optional, 130 hrs) starts after Unit 5 and runs alongside weeks 9–16 or after week 16.

WeekUnits this week (10 hrs)Unit examCapstone milestoneRank earned
1🤝 U1 Professional Conduct (10h)———
2🤝 U1 Professional Conduct (2h)
💬 U2 Communication and Relationships (8h)
U1——
3💬 U2 Communication and Relationships (8h)
🌉 U3 Cultural Mediation (2h)
U2—Outreach Partner (28 h)
4🌉 U3 Cultural Mediation (10h)—IDEAS · Identify: listening session + data—
5🌉 U3 Cultural Mediation (2h)
📣 U4 Culturally Appropriate Health Education (8h)
U3——
6📣 U4 Culturally Appropriate Health Education (8h)
🧭 U5 Care Coordination and System Navigation (2h)
U4—Care Connector (58 h)
7🧭 U5 Care Coordination and System Navigation (10h)———
8🧭 U5 Care Coordination and System Navigation (10h)—IDEAS · Design: one small, measurable project—
9🧭 U5 Care Coordination and System Navigation (2h)
🌱 U6 Coaching and Social Support (8h)
U5——
10🌱 U6 Coaching and Social Support (10h)———
11🌱 U6 Coaching and Social Support (2h)
📢 U7 Advocacy and Capacity Building (8h)
U6——
12📢 U7 Advocacy and Capacity Building (2h)
🔎 U8 Individual and Community Assessment (8h)
U7IDEAS · Engage: partners + outreach plan—
13🔎 U8 Individual and Community Assessment (4h)
🚪 U9 Outreach (6h)
U8—Community Health Worker (124 h)
14🚪 U9 Outreach (2h)
🫶 U10 Direct Service Within Scope (8h)
U9——
15🫶 U10 Direct Service Within Scope (4h)
📊 U11 Evaluation and Research (6h)
U10IDEAS · Assess: before/after measures—
16📊 U11 Evaluation and Research (2h)
🛡️ U12 Safety, Law and Self-Care (8h)
U11, U12IDEAS · Share: presentationsCHW Pro (160 h)
Community Health Worker Pro · Group Leader Guide
🔒

For licensed Group Leaders

The full guide — calendars, 12 unit plans, exam keys, the practicum log, the C3 checklist and the IDEAS rubric — comes with a school, CTE or agency license.

Contact us for a group licenseAmbassador? Sign in to unlockYou are reading a free 5-page preview.
Plan your cohort

Pacing options

Ways to run 160 hours

  • 16 weeks × 10 hrs — the calendar on the previous page (part-time workforce cohort)
  • 8 weeks × 20 hrs — two units a week; good for employer-sponsored cohorts
  • Two semesters — Foundations (Units 1, 2, 5) in fall, the other 9 units in spring
  • Self-paced + weekly lab — learners do Learn It online; you run a 3-hour Live It lab each week

Practicum (CHW Pro + Practicum, 290 hrs)

  • 130 supervised hours at a clinic, health plan, health department or community site
  • Start after Unit 5 so learners can coordinate care and navigate systems
  • Each row of the log is initialed by the site supervisor within one week
  • The practicum log can also help learners document work experience (for example, Arizona’s ADHS certification path asks for 480 hours of CHW work experience after a training program; check ADHS for current rules)

Already finished Digital Health Navigator Pro?

DHN Pro is the 24 hours of Unit 5. Learners who completed it skip those sessions and move straight on; their DHN Pro hours count toward the 160.

Coach Lucy
Coach Lucy Tip

Put the unit exams on the calendar on day one. Learners pace themselves better when they can see the finish line of every unit.

Community Health Worker Pro · Group Leader Guide
🔒

For licensed Group Leaders

The full guide — calendars, 12 unit plans, exam keys, the practicum log, the C3 checklist and the IDEAS rubric — comes with a school, CTE or agency license.

Contact us for a group licenseAmbassador? Sign in to unlockYou are reading a free 5-page preview.
Junior CHW · ages 16–17 · CTE · 26 sessions × 2 hours

Junior CHW schedule — sessions 1–13

CHW Foundations (Units 1, 2 and 5 = 52 hours) with the My Healthy IDEAS capstone built in. Fits one semester at two sessions a week.

SessionUnitFocus (2 hrs)My Healthy IDEAS
1U1 Professional ConductWelcome, norms, pre-check · Who CHWs are—
2U1 Professional ConductScope of practice (scope sort)—
3U1 Professional ConductEthics you can see · ethics casesIDEAS: introduce the capstone
4U1 Professional ConductBoundaries protect everyone · boundary line-up—
5U1 Professional ConductProfessional habits · Qwest station 1—
6U1 Professional ConductUnit 1 exam · Share ItIDEAS · Identify (listen + data)
7U2 Communication & RelationshipsActive listening—
8U2 Communication & RelationshipsOARS drills—
9U2 Communication & RelationshipsOARS triads—
10U2 Communication & RelationshipsTalking about change—
11U2 Communication & RelationshipsRole-play: Mr. Jackson stopped coming—
12U2 Communication & RelationshipsTrust is built over time · Clear notesIDEAS · Design (goal + measure)
13U2 Communication & RelationshipsQwest station 2 · peer feedback—
Community Health Worker Pro · Group Leader Guide
🔒

For licensed Group Leaders

The full guide — calendars, 12 unit plans, exam keys, the practicum log, the C3 checklist and the IDEAS rubric — comes with a school, CTE or agency license.

Contact us for a group licenseAmbassador? Sign in to unlockYou are reading a free 5-page preview.
Junior CHW · continued

Junior CHW schedule — sessions 14–26

SessionUnitFocus (2 hrs)My Healthy IDEAS
14U2 Communication & RelationshipsUnit 2 exam · Share It—
15U5 Care Coordination (DHN Pro module 1)The Navigator Role—
16U5 Care Coordination (DHN Pro module 2)Intake and DocumentationIDEAS · Engage (partners, outreach)
17U5 Care Coordination (DHN Pro module 3)Devices and Accessibility—
18U5 Care Coordination (DHN Pro module 4)Getting Connected—
19U5 Care Coordination (DHN Pro module 5)Online Safety and Privacy—
20U5 Care Coordination (DHN Pro module 6)Patient PortalsIDEAS · Assess (before/after)
21U5 Care Coordination (DHN Pro module 7)Telehealth Visits—
22U5 Care Coordination (DHN Pro module 8)Health Apps and Home Devices—
23U5 Care Coordination (DHN Pro module 9)Reliable Information and AI—
24U5 Care Coordination (DHN Pro module 10)Benefits and Referrals · warm handoffs + closed loopsIDEAS · rehearse presentations
25U5 Care Coordination (DHN Pro module 11)Plain Language and Teach-Back—
26U5 Care Coordination (DHN Pro module 12)Capstone: Navigator in Action · Unit 5 examIDEAS · Share (presentations)

Junior CHW guardrails

  • No solo home visits or client work; any field time is supervised observation that follows school and site policy
  • Practice with made-up cases only
  • Teachers follow their school’s mandated reporting policy
  • Students can continue to CHW Pro at 18

Proven capstone

My Healthy IDEAS has been used as the capstone in a certified Junior CHW course approved by the State of Ohio. Check your state’s CTE program rules for how Junior CHW fits your course codes.

Community Health Worker Pro · Group Leader Guide
🔒

For licensed Group Leaders

The full guide — calendars, 12 unit plans, exam keys, the practicum log, the C3 checklist and the IDEAS rubric — comes with a school, CTE or agency license.

Contact us for a group licenseAmbassador? Sign in to unlockYou are reading a free 5-page preview.
Facilitation basics

Room, practice and access

Room & tech setup checklist

Ticks are saved on this device.

Running role-plays well

  • Trios: CHW, client, observer — rotate every round
  • Use made-up cases; never real client stories
  • Observer uses a checklist and names one strength first
  • Stop and debrief after 8–10 minutes
  • Let learners opt out of cases that feel too personal

Accessibility

  • Ask in week 1: “What helps you learn best?”
  • Captions on every video; large-print handouts on request
  • Offer interpreters; never ask learners to interpret private matters for each other
Coach Lucy
Coach Lucy Tip

Invite a working CHW, promotora or CHR to visit once a month. Learners need to see the job, not just hear about it.

Community Health Worker Pro · Group Leader Guide
🔒

For licensed Group Leaders

The full guide — calendars, 12 unit plans, exam keys, the practicum log, the C3 checklist and the IDEAS rubric — comes with a school, CTE or agency license.

Contact us for a group licenseAmbassador? Sign in to unlockYou are reading a free 5-page preview.
Facilitation basics

Norms, privacy and safety

Group norms (agree in week 1)

  • What is shared in the room stays in the room
  • No real client names or details — ever
  • Speak from your own experience
  • Step up, step back: make room for every voice
  • Celebrate every badge out loud

Scope, said the same way every time

  • CHWs educate, connect, coach and advocate
  • CHWs do not diagnose, prescribe, give medical advice or provide therapy
  • In Arizona, certified CHWs do not provide physical or behavioral health services
  • Clinical questions go to the care team

When topics get heavy

  • Units 10 and 12 cover crisis, abuse and self-care. Warn learners ahead of time
  • Give a way to step out and a person to talk to
  • Crisis: 988 Suicide & Crisis Lifeline (call or text) · Emergency: 911
  • End heavy sessions with a self-care check

Mandated reporting

If a learner or client shares something that may be abuse, neglect or exploitation, follow your state’s law and your organization’s policy. Know who your supervisor is and how to reach them before week 1. Do not investigate; do not promise to keep it secret.

Community Health Worker Pro · Group Leader Guide
🔒

For licensed Group Leaders

The full guide — calendars, 12 unit plans, exam keys, the practicum log, the C3 checklist and the IDEAS rubric — comes with a school, CTE or agency license.

Contact us for a group licenseAmbassador? Sign in to unlockYou are reading a free 5-page preview.
Unit plans

The 12 unit plans

Each unit takes two pages: a plan with a session-by-session flow, then the exam key and debrief. Every unit ends with an exam (80% to pass).

#UnitHoursC3 role or skilleBookQwest
1🤝 Professional Conduct12Skill: Professional skills and conduct (and Knowledge base)chw-professional-conductStation 1
2💬 Communication and Relationships16Skills: Communication; Interpersonal and relationship-buildingchw-communication-relationshipsStation 2
3🌉 Cultural Mediation14Role 1: Cultural mediation among individuals, communities and health and social service systemschw-cultural-mediationStation 3
4📣 Culturally Appropriate Health Education16Role 2: Providing culturally appropriate health education and information (Skill: Education and facilitation)chw-health-educationStation 4
5🧭 Care Coordination and System Navigation24Role 3: Care coordination, case management and system navigation (Skill: Service coordination and navigation)chw-care-coordinationStation 5
6🌱 Coaching and Social Support20Role 4: Providing coaching and social supportchw-coaching-social-supportStation 6
7📢 Advocacy and Capacity Building10Roles 5–6: Advocating for individuals and communities; Building individual and community capacitychw-advocacy-capacityStation 7
8🔎 Individual and Community Assessment12Role 8: Implementing individual and community assessments (Skill: Individual and community assessment)chw-assessmentStation 8
9🚪 Outreach8Role 9: Conducting outreach (Skill: Outreach)chw-outreachStation 9
10🫶 Direct Service Within Scope12Role 7: Providing direct servicechw-direct-serviceStation 10
11📊 Evaluation and Research8Role 10: Participating in evaluation and research (Skill: Evaluation and research)chw-evaluation-researchStation 11
12🛡️ Safety, Law and Self-Care8Skills: Knowledge base; Professional skills and conductchw-safety-law-self-careStation 12
Community Health Worker Pro · Group Leader Guide
🔒

For licensed Group Leaders

The full guide — calendars, 12 unit plans, exam keys, the practicum log, the C3 checklist and the IDEAS rubric — comes with a school, CTE or agency license.

Contact us for a group licenseAmbassador? Sign in to unlockYou are reading a free 5-page preview.
Unit 01 · 12 hours (6 sessions × 2 hrs)

Professional Conduct

C3 Skill: Professional skills and conduct (and Knowledge base)
AZ core competency: Professional skills and conduct

Objectives — learners will

  • Describe what CHWs do and do not do (scope of practice)
  • Apply CHW ethics: respect, honesty, confidentiality and self-determination
  • Set and keep professional boundaries with clients

Session flow

SessionFocus (2 hrs)
S1Opener + Learn It · Leader opener (below); key ideas 1–2: Who CHWs are; Scope of practice.
S2Learn It · Key ideas 3–5: Ethics you can see; Boundaries protect everyone; Professional habits. Key terms.
S3Live It · Activity (below) and debrief.
S4Live It · scenario · Role-play the scenario: Ms. Lopez's thank-you gift. Observer checklist.
S5Qwest round · CHW Qwest station 1 in teams; review missed items.
S6Exam + Share It · Unit exam (80%), Share It challenge, exit ticket.

Leader opener

Ask: "Who was the person your family went to for advice growing up? What made you trust them?" List the traits on the board.

Live It activity

Boundary line-up: read 12 situation cards (gift, friend request, ride home, loan). Learners stand at "OK", "Ask my supervisor" or "Not OK" and explain why.

Discussion questions

  1. Where is the line between friendly and friend?
  2. Why does scope of practice protect the client as well as the CHW?
  3. Which boundary will be hardest for you to keep, and what will help?

Handout: Boundary pocket card. Three columns — OK · Ask my supervisor · Not OK — with gifts, rides, money, social media and personal phone on the back.

Coach Lucy Tip · Name your own boundaries out loud on day one. Learners copy the words they hear you use with real people.

Community Health Worker Pro · Group Leader Guide
🔒

For licensed Group Leaders

The full guide — calendars, 12 unit plans, exam keys, the practicum log, the C3 checklist and the IDEAS rubric — comes with a school, CTE or agency license.

Contact us for a group licenseAmbassador? Sign in to unlockYou are reading a free 5-page preview.
Unit 01 · Exam key & debrief

🤝 Professional Conduct

Unit exam — answer key

1. Which task is inside a CHW's scope? Answer: D
  • A Diagnosing high blood pressure
  • B Changing a client's medicine dose
  • C Providing therapy for depression
  • D Helping a client prepare questions for the doctor ✓

Why: CHWs coach and connect. Diagnosis, medicine changes and therapy belong to licensed clinicians.

2. A client offers you cash for your help. You: Answer: A
  • A Thank them and follow your organization's gift policy ✓
  • B Take it so you don't offend them
  • C Take it and give it to charity
  • D Refuse and stop working with them

Why: Be gracious and follow your organization's policy.

3. You find out a new client is your cousin's neighbor. You: Answer: B
  • A Say nothing
  • B Tell your supervisor so you can decide together ✓
  • C Drop the client
  • D Share family news to build rapport

Why: Possible dual relationships go to your supervisor.

4. Self-determination means: Answer: C
  • A The CHW decides what is best
  • B The doctor decides everything
  • C The client makes their own choices ✓
  • D The family decides

Why: Support the client's own choices, even when you would choose differently.

5. When should you write your visit notes? Answer: D
  • A Never; just remember it
  • B At the end of the month
  • C Only if something went wrong
  • D The same day ✓

Why: Same-day notes are accurate and protect the client and you.

Scenario debrief: Ms. Lopez's thank-you gift

Ms. Lopez is grateful you helped her get her son's asthma medicine covered. She hands you a $50 gift card and asks for your personal cell number so she can text you at night.

Model steps:

  1. Thank her warmly for the kind thought
  2. Explain your organization's gift policy in plain words
  3. Give her the work phone number and your office hours
  4. Tell your supervisor and note the offer in your record
  5. At the next visit, check on her son's medicine and her next goal

Key terms

TermMeaning
Scope of practiceThe tasks a role is trained and allowed to do.
BoundaryA limit that keeps the helping relationship safe and professional.
Dual relationshipWhen you have a second relationship with a client, such as being a neighbor, relative or business partner.
SupervisionRegular support from a more experienced person who helps you with cases, safety and growth.
Community Health Worker Pro · Group Leader Guide
🔒

For licensed Group Leaders

The full guide — calendars, 12 unit plans, exam keys, the practicum log, the C3 checklist and the IDEAS rubric — comes with a school, CTE or agency license.

Contact us for a group licenseAmbassador? Sign in to unlockYou are reading a free 5-page preview.
Unit 02 · 16 hours (8 sessions × 2 hrs)

Communication and Relationships

C3 Skills: Communication; Interpersonal and relationship-building
AZ core competencies: Communication skills; Interpersonal and relationship-building

Objectives — learners will

  • Use active listening and open questions
  • Use OARS to support a conversation about change
  • Write clear, factual notes

Session flow

SessionFocus (2 hrs)
S1Opener + Learn It · Leader opener (below); key ideas 1–2: Active listening; OARS.
S2Learn It · Key ideas 3–5: Talking about change; Trust is built over time; Clear notes. Key terms.
S3Live It · Activity (below) and debrief.
S4Live It · scenario · Role-play the scenario: Mr. Jackson stopped coming. Observer checklist.
SessionFocus (2 hrs)
S5Skills lab · Repeat the activity with new cards; peer feedback.
S6Applied practice · Local example or guest CHW; connect to the practicum and the capstone.
S7Qwest round · CHW Qwest station 2 in teams; review missed items.
S8Exam + Share It · Unit exam (80%), Share It challenge, exit ticket.

Leader opener

Pairs: one talks for two minutes about a hobby while the other looks at a phone. Switch and really listen. Debrief how each felt.

Live It activity

OARS triads: speaker, CHW and observer rotate through three role-play cards. The observer tallies open questions and reflections on a checklist.

Discussion questions

  1. What does it feel like when someone lectures you about your health?
  2. Why do reflections work better than advice?
  3. How can a note be honest without being judgmental?

Handout: OARS observer checklist. Tally boxes for open questions, affirmations, reflections and summaries, plus a line for “one thing the CHW did well.”

Coach Lucy Tip · Count reflections, not advice. When learners see the tally, they start listening more and fixing less.

Community Health Worker Pro · Group Leader Guide
🔒

For licensed Group Leaders

The full guide — calendars, 12 unit plans, exam keys, the practicum log, the C3 checklist and the IDEAS rubric — comes with a school, CTE or agency license.

Contact us for a group licenseAmbassador? Sign in to unlockYou are reading a free 5-page preview.
Unit 02 · Exam key & debrief

💬 Communication and Relationships

Unit exam — answer key

1. Which is an open question? Answer: C
  • A Did you take your medicine?
  • B Are you OK?
  • C What makes it hard to get to your visits? ✓
  • D Is your ride reliable?

Why: Open questions invite the person to explain in their own words.

2. In OARS, the R stands for: Answer: D
  • A Rules
  • B Reminders
  • C Referrals
  • D Reflections ✓

Why: Open questions, Affirmations, Reflections, Summaries.

3. A client says, "I want to be around for my grandkids." The best response is: Answer: A
  • A "Being there for them really matters to you." ✓
  • B "Then you need to lose weight."
  • C "Everyone says that."
  • D "Let's talk about your labs."

Why: Reflect their own reason for change.

4. Which note is written well? Answer: B
  • A Client is in denial
  • B Client said she missed two meals this week ✓
  • C Client seems lazy
  • D Client doesn't care about her health

Why: Notes record facts, not judgments.

5. The best way to build trust is to: Answer: C
  • A Promise to fix everything
  • B Agree with everything the client says
  • C Follow through on small promises ✓
  • D Share your own problems

Why: Trust grows when you do what you say you will do.

Scenario debrief: Mr. Jackson stopped coming

Mr. Jackson, 58, has missed three diabetes appointments. When you call, he says, "Doctors don't listen to me anyway."

Model steps:

  1. Ask if it is OK to talk about the appointments
  2. Ask an open question about what makes visits hard
  3. Reflect what you hear without arguing
  4. Ask what he would like to do next
  5. Summarize and agree on one small step

Key terms

TermMeaning
Active listeningGiving full attention and checking that you understood.
Open questionA question that cannot be answered with yes or no, such as "What gets in the way?"
ReflectionSaying back what you heard so the person feels understood.
Motivational interviewingA respectful way of talking that helps people find their own reasons to change.
Community Health Worker Pro · Group Leader Guide
🔒

For licensed Group Leaders

The full guide — calendars, 12 unit plans, exam keys, the practicum log, the C3 checklist and the IDEAS rubric — comes with a school, CTE or agency license.

Contact us for a group licenseAmbassador? Sign in to unlockYou are reading a free 5-page preview.
Unit 03 · 14 hours (7 sessions × 2 hrs)

Cultural Mediation

C3 Role 1: Cultural mediation among individuals, communities and health and social service systems
AZ scope area: Providing cultural mediation among individuals, communities, and health and social systems

Objectives — learners will

  • Practice cultural humility instead of assuming
  • Explain language access rights and use qualified interpreters
  • Bridge information both ways between clients and systems

Session flow

SessionFocus (2 hrs)
S1Opener + Learn It · Leader opener (below); key ideas 1–2: Culture is more than ethnicity; Cultural humility.
S2Learn It · Key ideas 3–5: A bridge goes both ways; Language access; Bias and equity. Key terms.
S3Live It · Activity (below) and debrief.
S4Live It · scenario · Role-play the scenario: Mrs. Tran's follow-up visit. Observer checklist.
SessionFocus (2 hrs)
S5Skills lab · Repeat the activity with new cards; peer feedback.
S6Qwest round · CHW Qwest station 3 in teams; review missed items.
S7Exam + Share It · Unit exam (80%), Share It challenge, exit ticket.

Leader opener

Culture circle: each learner writes three cultures they belong to (for example, "grandmother, rancher, Catholic") and shares one.

Live It activity

Interpreter role-play: trios practice a visit with a qualified interpreter, then the same visit with a child interpreting. Compare what was lost.

Discussion questions

  1. When have you felt misunderstood by a system?
  2. How do you check your own assumptions in the moment?
  3. What would a bridge look like at your local clinic?

Handout: Interpreter request script. How to ask a clinic for a qualified interpreter, in English and the top local languages, with “never use children” on the front.

Coach Lucy Tip · Invite a local promotora or CHR to share how they bridge their community and the clinic. Real stories land harder than slides.

Community Health Worker Pro · Group Leader Guide
🔒

For licensed Group Leaders

The full guide — calendars, 12 unit plans, exam keys, the practicum log, the C3 checklist and the IDEAS rubric — comes with a school, CTE or agency license.

Contact us for a group licenseAmbassador? Sign in to unlockYou are reading a free 5-page preview.
Unit 03 · Exam key & debrief

🌉 Cultural Mediation

Unit exam — answer key

1. Cultural humility means: Answer: B
  • A Memorizing facts about each group
  • B Staying curious and learning from each person ✓
  • C Treating everyone exactly the same
  • D Avoiding talk about culture

Why: Each person is the expert on their own life.

2. A client's 10-year-old offers to interpret at a medical visit. You: Answer: C
  • A Let the child interpret
  • B Speak louder and slower
  • C Request a qualified interpreter ✓
  • D Skip the visit

Why: Do not use children to interpret health information.

3. A cultural mediator: Answer: D
  • A Only explains the system to clients
  • B Tells clients to drop their traditions
  • C Makes medical decisions for families
  • D Bridges understanding in both directions ✓

Why: A bridge goes both ways.

4. The National CLAS Standards are about: Answer: A
  • A Culturally and linguistically appropriate services ✓
  • B Billing codes
  • C Hospital parking
  • D Lab tests

Why: CLAS = culturally and linguistically appropriate services.

5. Before sharing what a family told you with the care team, you: Answer: B
  • A Share it all right away
  • B Ask the client's permission ✓
  • C Post it in the staff chat
  • D Wait until the next year

Why: Share with the client's permission and only what helps their care.

Scenario debrief: Mrs. Tran's follow-up visit

Mrs. Tran had a baby two weeks ago. She speaks Vietnamese and missed her follow-up visit. Clinic staff say she "doesn't care." Her family is following traditional practices for new mothers at home.

Model steps:

  1. Ask Mrs. Tran what matters to her and her family right now
  2. Learn which family practices are important to her
  3. With her permission, share what you learned with the care team
  4. Arrange a Vietnamese interpreter for the visit
  5. Help schedule a visit time and place that works for the family

Key terms

TermMeaning
Cultural humilityA lifelong practice of self-reflection and learning from each person.
Qualified interpreterA trained person who interprets accurately and keeps information private.
CLAS StandardsNational standards for culturally and linguistically appropriate services in health care.
Health equityEveryone has a fair and just chance to be as healthy as possible.
Community Health Worker Pro · Group Leader Guide
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For licensed Group Leaders

The full guide — calendars, 12 unit plans, exam keys, the practicum log, the C3 checklist and the IDEAS rubric — comes with a school, CTE or agency license.

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Unit 04 · 16 hours (8 sessions × 2 hrs)

Culturally Appropriate Health Education

C3 Role 2: Providing culturally appropriate health education and information (Skill: Education and facilitation)
AZ scope area: Providing culturally appropriate health education and information · AZ core competency: Education and facilitation

Objectives — learners will

  • Explain health literacy and use plain language
  • Use teach-back to check understanding
  • Plan and lead a short group session

Session flow

SessionFocus (2 hrs)
S1Opener + Learn It · Leader opener (below); key ideas 1–2: Health literacy; Plain language.
S2Learn It · Key ideas 3–5: Teach-back; How adults learn; Trusted, adapted materials. Key terms.
S3Live It · Activity (below) and debrief.
S4Live It · scenario · Role-play the scenario: Prediabetes night at the church hall. Observer checklist.
SessionFocus (2 hrs)
S5Skills lab · Repeat the activity with new cards; peer feedback.
S6Applied practice · Local example or guest CHW; connect to the practicum and the capstone.
S7Qwest round · CHW Qwest station 4 in teams; review missed items.
S8Exam + Share It · Unit exam (80%), Share It challenge, exit ticket.

Leader opener

Jargon swap: show 10 medical words; teams race to write plain-language versions.

Live It activity

Teach-it-forward: each learner plans and delivers a 7-minute mini-lesson with one hands-on piece and teach-back. Peers score with a simple rubric.

Discussion questions

  1. What makes a health handout easy or hard to use?
  2. How do you adapt a message without changing the facts?
  3. How do you keep one loud voice from taking over a group?

Handout: Jargon swap list + teach-back prompts. 25 medical words with plain-language swaps, and five “show me” questions.

Coach Lucy Tip · Have every learner teach once in week 1. The fear goes away fast, and you see who needs extra coaching.

Community Health Worker Pro · Group Leader Guide
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The full guide — calendars, 12 unit plans, exam keys, the practicum log, the C3 checklist and the IDEAS rubric — comes with a school, CTE or agency license.

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Unit 04 · Exam key & debrief

📣 Culturally Appropriate Health Education

Unit exam — answer key

1. Which is plain language? Answer: A
  • A High blood pressure ✓
  • B Myocardial infarction
  • C Hypertension
  • D Hyperglycemia

Why: Use the everyday words people use at home.

2. Teach-back checks: Answer: B
  • A How smart the client is
  • B How well you explained it ✓
  • C The client's reading level
  • D Whether they paid attention

Why: It checks your teaching.

3. How many key points should a short health talk focus on? Answer: B
  • A 1 to 2
  • B 3 to 5 ✓
  • C 10 to 12
  • D As many as possible

Why: Three to five key points are easier to remember.

4. When adapting a CDC handout for your community, you may change: Answer: D
  • A The medical facts
  • B Nothing at all
  • C The medicine doses
  • D The examples, pictures and foods ✓

Why: Adapt the examples and language; never the medical facts.

5. Adults learn best when: Answer: A
  • A The topic is useful today and hands-on ✓
  • B They sit through a long lecture
  • C There is a test first
  • D They read alone

Why: Make it useful, active and connected to what they know.

Scenario debrief: Prediabetes night at the church hall

The pastor asks you to lead a one-hour session on prediabetes for 15 adults. Some speak Spanish, and several say they "hate lectures."

Model steps:

  1. Ask the group what they already know and want to learn
  2. Share three key messages in plain words, in English and Spanish
  3. Lead a hands-on activity such as reading a food label together
  4. Use teach-back to check the key messages
  5. Share where to find a local diabetes prevention program

Key terms

TermMeaning
Health literacyHow well a person can find, understand and use health information.
Plain languageClear words and short sentences that people understand the first time.
Teach-backAsking people to explain or show what they learned in their own words.
FacilitationGuiding a group so everyone takes part and learns from each other.
Community Health Worker Pro · Group Leader Guide
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The full guide — calendars, 12 unit plans, exam keys, the practicum log, the C3 checklist and the IDEAS rubric — comes with a school, CTE or agency license.

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Unit 05 · 24 hours (12 sessions × 2 hrs, including the 12 DHN Pro modules)

Care Coordination and System Navigation

C3 Role 3: Care coordination, case management and system navigation (Skill: Service coordination and navigation)
AZ scope area: Providing care coordination, case coordination and system navigation · AZ core competency: Service coordination and navigation

Objectives — learners will

  • Map the local health and social service system
  • Make warm handoffs and close the loop on referrals
  • Use digital tools (portals, telehealth, devices) through Digital Health Navigator Pro

Session flow

SessionFocus (2 hrs)
S1DHN Pro module 1: The Navigator Role
S2DHN Pro module 2: Intake and Documentation · intake for care coordination
S3DHN Pro module 3: Devices and Accessibility
S4DHN Pro module 4: Getting Connected
S5DHN Pro module 5: Online Safety and Privacy
S6DHN Pro module 6: Patient Portals
SessionFocus (2 hrs)
S7DHN Pro module 7: Telehealth Visits
S8DHN Pro module 8: Health Apps and Home Devices
S9DHN Pro module 9: Reliable Information and AI
S10DHN Pro module 10: Benefits and Referrals · warm handoffs and closed-loop referrals
S11DHN Pro module 11: Plain Language and Teach-Back
S12DHN Pro module 12: Capstone: Navigator in Action · care-coordination case + Unit 5 exam

Leader opener

Draw the system: teams draw every place a person might go for help in your county, then connect them with arrows.

Live It activity

Referral relay: teams move a case card through intake, referral, warm handoff and follow-up stations. The team closes the loop when the "agency" table confirms service.

Discussion questions

  1. Where do referrals in your community usually get lost?
  2. What makes a handoff warm?
  3. How will digital skills change the way you coordinate care?

Handout: Who-to-call map + closed-loop referral form. Local services by need, plus a referral form with a “loop closed on ____ by ____” line.

Coach Lucy Tip · DHN Pro is the digital half of this unit. Keep asking: “Where does this referral usually get lost, and who closes the loop?”

Community Health Worker Pro · Group Leader Guide
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The full guide — calendars, 12 unit plans, exam keys, the practicum log, the C3 checklist and the IDEAS rubric — comes with a school, CTE or agency license.

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Unit 05 · Exam key & debrief

🧭 Care Coordination and System Navigation

Unit exam — answer key

1. A referral loop is closed when: Answer: D
  • A The referral form is sent
  • B The client is given a phone number
  • C The client says they will call
  • D The receiving service confirms the client was helped ✓

Why: Closed loop = confirmed service.

2. A warm handoff is: Answer: A
  • A Connecting the client directly to the next helper ✓
  • B Handing the client a brochure
  • C Mailing a letter
  • D Sending a fax

Why: Make the connection together whenever you can.

3. Who makes medical decisions in care coordination? Answer: B
  • A The CHW
  • B The client and the care team ✓
  • C The insurance company only
  • D The client's neighbor

Why: You coordinate; the client and care team decide.

4. Digital Health Navigator Pro counts toward: Answer: C
  • A Unit 1
  • B Unit 12
  • C Unit 5, Care coordination and system navigation ✓
  • D None of the units

Why: All 24 hours of DHN Pro are part of Unit 5.

5. A client on Medicaid has no ride to a medical visit. A good first step is: Answer: D
  • A Drive them in your own car
  • B Skip the visit
  • C Tell them to reschedule
  • D Check their Medicaid transportation benefit ✓

Why: Medicaid usually covers rides to medical visits. Check the plan.

Scenario debrief: Ms. Begay's heart referral

Ms. Begay, 62, got a referral to a heart specialist three weeks ago. She has no appointment yet, no car and a prepaid phone that often runs out of minutes.

Model steps:

  1. Ask what she knows about the referral and what got in the way
  2. Call the specialist's office together to check the referral and book a visit
  3. Set up a ride through her Medicaid transportation benefit
  4. Help her turn on appointment reminders she can get on her phone
  5. Follow up after the visit to close the loop

Key terms

TermMeaning
Care coordinationOrganizing services so they fit together for the client.
Warm handoffConnecting a client directly to the next helper, for example on a three-way call.
Closed-loop referralA referral that is complete when the receiving service confirms the client was helped.
Patient portalA secure website or app where patients see results, appointments and messages.
Community Health Worker Pro · Group Leader Guide
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The full guide — calendars, 12 unit plans, exam keys, the practicum log, the C3 checklist and the IDEAS rubric — comes with a school, CTE or agency license.

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Unit 06 · 20 hours (10 sessions × 2 hrs)

Coaching and Social Support

C3 Role 4: Providing coaching and social support
AZ scope area: Providing coaching and social support

Objectives — learners will

  • Help a client set a small, specific action plan
  • Match support to the client's stage of change
  • Support self-management of a care plan without changing it

Session flow

SessionFocus (2 hrs)
S1Opener + Learn It · Leader opener (below); key ideas 1–2: Coaching is not telling; Action plans.
S2Learn It · Key ideas 3–5: Stages of change; Social support; Self-management, within scope. Key terms.
S3Live It · Activity (below) and debrief.
S4Live It · scenario · Role-play the scenario: Mr. Silva wants to walk more. Observer checklist.
S5Skills lab · Repeat the activity with new cards; peer feedback.
SessionFocus (2 hrs)
S6Applied practice · Local example or guest CHW; connect to the practicum and the capstone.
S7Skills lab · Repeat the activity with new cards; peer feedback.
S8Applied practice · Local example or guest CHW; connect to the practicum and the capstone.
S9Qwest round · CHW Qwest station 6 in teams; review missed items.
S10Exam + Share It · Unit exam (80%), Share It challenge, exit ticket.

Leader opener

Ask learners to name one habit they changed and one they tried to change. What made the difference?

Live It activity

Action plan clinic: pairs coach each other to a specific plan with a confidence check, then report back at the next session.

Discussion questions

  1. Why do people slip, and how should a coach respond?
  2. How do you help without becoming the only support?
  3. Where is the line between supporting a care plan and changing it?

Handout: Action plan card. What · how much · when · how often · confidence 0–10 · who will support me.

Coach Lucy Tip · If a learner's own action plan fails, celebrate it. Now they know what a slip feels like, and they will coach with more kindness.

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Unit 06 · Exam key & debrief

🌱 Coaching and Social Support

Unit exam — answer key

1. Who chooses the goal in coaching? Answer: C
  • A The CHW
  • B The supervisor
  • C The client ✓
  • D The insurance plan

Why: Coaching follows the client's goal.

2. A client rates their confidence 4 out of 10. You: Answer: D
  • A Push them to try harder
  • B Pick a new goal for them
  • C Cancel the plan
  • D Make the step smaller ✓

Why: Below 7, make the step smaller.

3. Which is a good action plan? Answer: A
  • A Walk 10 minutes after dinner on Monday, Wednesday and Friday ✓
  • B Exercise more
  • C Get healthy
  • D Lose 50 pounds

Why: What, how much, when and how often.

4. A client asks if they can skip a pill on days they feel fine. You: Answer: B
  • A Say yes
  • B Help them ask their care team ✓
  • C Say no
  • D Look it up and tell them

Why: Never change medicines. Questions go to the care team.

5. Giving a client a ride to a food bank is which kind of support? Answer: C
  • A Emotional
  • B Informational
  • C Practical ✓
  • D Feedback

Why: Practical support is hands-on help.

Scenario debrief: Mr. Silva wants to walk more

Mr. Silva, 66, has high blood pressure. His doctor suggested more activity. He says he used to love walking but "never finds the time."

Model steps:

  1. Ask what he would like to change and why it matters to him
  2. Help him make one small, specific action plan
  3. Ask how confident he is from 0 to 10, and adjust the plan
  4. Help him find a walking buddy or a group
  5. Check in next week and adjust the plan together

Key terms

TermMeaning
Action planA small, specific step the client chooses to take this week.
Confidence scaleAsking "How sure are you, from 0 to 10?" to test if a step is doable.
Stages of changeThe steps people move through when changing a habit.
Social supportHelp from others: emotional, informational, practical or feedback.
Community Health Worker Pro · Group Leader Guide
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The full guide — calendars, 12 unit plans, exam keys, the practicum log, the C3 checklist and the IDEAS rubric — comes with a school, CTE or agency license.

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Unit 07 · 10 hours (5 sessions × 2 hrs)

Advocacy and Capacity Building

C3 Roles 5–6: Advocating for individuals and communities; Building individual and community capacity
AZ scope areas: Advocating for individuals and communities; Building individual and community capacity · AZ core competencies: Advocacy; Capacity-building

Objectives — learners will

  • Advocate with a client and help them advocate for themselves
  • Support a community to name and act on a shared problem
  • Follow your employer's rules on political activity

Session flow

SessionFocus (2 hrs)
S1Opener + Learn It · Leader opener (below); key ideas 1–2: Individual advocacy; Community advocacy.
S2Learn It · Key ideas 3–5: Know the rules; Capacity building; Start with strengths. Key terms.
S3Live It · Activity (below) and debrief.
S4Live It + Qwest · Role-play the scenario: No shade at the bus stop. Observer checklist. Then Qwest station 7.
S5Exam + Share It · Unit exam (80%), Share It challenge, exit ticket.

Leader opener

Ask: "What is one thing on your street you wish someone would fix?" Group the answers into themes.

Live It activity

Two-minute testimony: teams pick one issue, gather facts and a story, and practice a two-minute statement for a mock city council.

Discussion questions

  1. When is it right to speak for a client, and when should you coach them to speak?
  2. What community strengths do we overlook?
  3. How do you step back so others can lead?

Handout: Two-minute testimony planner. The problem in one sentence, one fact, one story, one ask — and a box for your employer's rules on political activity.

Coach Lucy Tip · Let residents speak. The CHW's job is to prepare them and walk in beside them, not to be the voice every time.

Community Health Worker Pro · Group Leader Guide
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Unit 07 · Exam key & debrief

📢 Advocacy and Capacity Building

Unit exam — answer key

1. Self-advocacy means: Answer: B
  • A The CHW speaks for the client every time
  • B The client speaks up for their own needs ✓
  • C The doctor decides
  • D The family takes over

Why: Building self-advocacy is a goal of good advocacy.

2. Before advocating for a client with an agency, you need: Answer: C
  • A Nothing
  • B A lawyer
  • C The client's permission ✓
  • D A news reporter

Why: Advocate with permission.

3. Capacity building means: Answer: D
  • A Doing everything for the community
  • B Building a new clinic
  • C Raising your own salary
  • D Growing the skills and leadership of others ✓

Why: Help others lead so the work lasts.

4. Before you take part in political activity at work, you should: Answer: A
  • A Follow your employer's policy ✓
  • B Do whatever you want
  • C Ask a client
  • D Post about it online

Why: Employers have rules about political activity.

5. An asset-based approach starts with: Answer: B
  • A A community's problems
  • B A community's strengths ✓
  • C Outside experts
  • D Funding only

Why: Start with what is strong.

Scenario debrief: No shade at the bus stop

Patients who take the bus to the clinic wait in summer heat with no shade or bench. Two older patients have nearly fainted this month.

Model steps:

  1. Listen to riders and gather their stories
  2. Collect simple facts: how many riders, what times, how hot
  3. Bring residents together to agree on one goal
  4. Help residents prepare to speak at a public meeting
  5. Follow up with the decision makers and report back to residents

Key terms

TermMeaning
AdvocacySpeaking up for a person's or a community's needs.
Self-advocacyA person speaking up for their own needs.
Capacity buildingGrowing the skills and leadership of people and groups.
CoalitionA group of organizations and people working toward a shared goal.
Community Health Worker Pro · Group Leader Guide
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Unit 08 · 12 hours (6 sessions × 2 hrs)

Individual and Community Assessment

C3 Role 8: Implementing individual and community assessments (Skill: Individual and community assessment)
AZ scope area: Implementing individual and community assessments · AZ core competency: Individual and community assessment

Objectives — learners will

  • Use a social needs screening tool respectfully
  • Describe the five areas of social determinants of health
  • Use community data and asset maps to find priorities

Session flow

SessionFocus (2 hrs)
S1Opener + Learn It · Leader opener (below); key ideas 1–2: Individual assessment; Screening with respect.
S2Learn It · Key ideas 3–5: Social determinants of health; Community assessment; Asset mapping. Key terms.
S3Live It · Activity (below) and debrief.
S4Live It · scenario · Role-play the scenario: First visit with the Martinez family. Observer checklist.
S5Qwest round · CHW Qwest station 8 in teams; review missed items.
S6Exam + Share It · Unit exam (80%), Share It challenge, exit ticket.

Leader opener

Show two ways to ask the same screening question (blunt vs. respectful). Ask learners how each would feel.

Live It activity

Community walk and asset map: teams walk or virtually tour a neighborhood, mark assets and needs, then compare with county data.

Discussion questions

  1. How do you ask hard questions without shaming people?
  2. What can data miss that residents know?
  3. How should results be shared back with the community?

Handout: Screening script + asset map template. A plain-language script for your program's screening tool and a blank neighborhood grid for assets.

Coach Lucy Tip · Have learners take the screening themselves first. Being asked hard questions builds the gentleness they need to ask them.

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Unit 08 · Exam key & debrief

🔎 Individual and Community Assessment

Unit exam — answer key

1. Before a social needs screening, you should explain: Answer: A
  • A Why you ask and that they can skip any question ✓
  • B Nothing; just start
  • C That answers are required
  • D That you will share answers online

Why: Respect and choice make screening work.

2. Which is one of the five Healthy People 2030 SDOH areas? Answer: B
  • A Favorite foods
  • B Neighborhood and built environment ✓
  • C Hair color
  • D Music taste

Why: The five areas include neighborhood and built environment.

3. Who chooses the top priority after an assessment? Answer: C
  • A The CHW
  • B The supervisor
  • C The client ✓
  • D The insurance company

Why: The client leads.

4. Nonprofit hospitals publish a community health needs assessment every: Answer: D
  • A Month
  • B Year
  • C Ten years
  • D Three years ✓

Why: The CHNA is done every three years.

5. An asset map shows: Answer: A
  • A Community strengths and resources ✓
  • B Only problems
  • C Bank balances
  • D Hospital prices

Why: Map what is strong.

Scenario debrief: First visit with the Martinez family

The clinic asks you to visit the Martinez family. Mr. Martinez lost hours at work, and the kids' school says they seem hungry on Mondays.

Model steps:

  1. Explain the screening, why you ask it and that they can skip any question
  2. Ask the screening questions in plain words
  3. Ask about the family's strengths and who supports them
  4. Agree together on the top priority
  5. Make a plan with next steps and dates, and document it

Key terms

TermMeaning
Social determinants of healthThe conditions where people live, learn, work and play that shape health.
ScreeningA short set of questions to spot needs that may need follow-up.
Asset mapA map or list of a community's strengths and resources.
CHNACommunity health needs assessment, published by nonprofit hospitals every three years.
Community Health Worker Pro · Group Leader Guide
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Unit 09 · 8 hours (4 sessions × 2 hrs)

Outreach

C3 Role 9: Conducting outreach (Skill: Outreach)
AZ scope area: Conducting outreach · AZ core competency: Outreach

Objectives — learners will

  • Plan outreach where the community already gathers
  • Approach people respectfully with a short, clear message
  • Stay safe and track contacts without collecting private details

Session flow

SessionFocus (2 hrs)
S1Opener + Learn It · Leader opener (below); key ideas 1–2: Go where people are; A short, clear message.
S2Learn It + Live It · Key ideas 3–5: Respect people's time and choices; Outreach safety; Track and follow up. Key terms. Activity (below).
S3Live It + Qwest · Role-play the scenario: Back-to-school health day. Observer checklist. Then Qwest station 9.
S4Exam + Share It · Unit exam (80%), Share It challenge, exit ticket.

Leader opener

Ask: "Where do people in this community spend a Saturday morning?" Build a list of outreach spots.

Live It activity

Outreach fair: half the class staffs tables with talking points; the other half play community members with different reactions. Switch.

Discussion questions

  1. What makes someone stop at a table?
  2. How do you handle a "no" without pressure?
  3. What safety rules would you add for your area?

Handout: 30-second talking points + contact log. Who I am · why I'm here · what I offer · how to reach me, with a log that counts contacts and follow-ups.

Coach Lucy Tip · Send pairs to a real community event with a simple goal: five respectful conversations. Debrief the “no”s as much as the “yes”es.

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Unit 09 · Exam key & debrief

🚪 Outreach

Unit exam — answer key

1. The best outreach locations are: Answer: D
  • A Wherever is easiest for staff
  • B Online only
  • C Only inside the clinic
  • D Where the community already gathers ✓

Why: Go where people are.

2. A parent says, "No thanks." You: Answer: A
  • A Respect it and leave a way to reach you ✓
  • B Keep explaining
  • C Ask for their address anyway
  • D Follow them to their car

Why: A no is fine. Leave the door open.

3. What should an outreach contact log record? Answer: B
  • A Diagnoses
  • B Counts and requests, with consent for follow-up ✓
  • C Social Security numbers
  • D Gossip

Why: Collect only what you need.

4. For outreach safety you should: Answer: C
  • A Go alone at night without telling anyone
  • B Turn off your phone
  • C Tell your supervisor where you will be ✓
  • D Enter any home you are invited into

Why: Your supervisor should know where you are.

5. Follow up with people who asked for help within: Answer: D
  • A Never
  • B Six months
  • C A year
  • D A week ✓

Why: Quick follow-up keeps trust.

Scenario debrief: Back-to-school health day

Your clinic is joining a back-to-school event at an elementary school. The goals: help families with health coverage and school-required vaccines.

Model steps:

  1. Plan with school and community partners where and when to set up
  2. Prepare a short message and materials in the community's languages
  3. Greet families and ask permission before sharing information
  4. With consent, sign up families who want follow-up
  5. Log contacts and follow up within a week

Key terms

TermMeaning
OutreachGoing out into the community to share information and connect people to services.
Talking pointsA short, clear message you can say in 30 seconds.
Contact logA record of outreach contacts and follow-ups.
ConsentA person's clear OK before you collect their information or follow up.
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Unit 10 · 12 hours (6 sessions × 2 hrs, including the 8-hour mental health and crisis module)

Direct Service Within Scope

C3 Role 7: Providing direct service
AZ scope area: Providing direct services (in Arizona, certified CHWs do not provide physical or behavioral health services)

Objectives — learners will

  • Describe direct services a CHW may provide within scope
  • Recognize signs that someone may be struggling with their mental health
  • Follow a crisis protocol and connect people to 988 or 911

Session flow

SessionFocus (2 hrs)
S1Opener + Learn It · Leader opener (below); key ideas 1–2: What direct service means; Know your limits.
S2Learn It · Key ideas 3–5: Mental health awareness; Crisis response; Trauma-informed care. Key terms.
S3Live It · Activity (below) and debrief.
S4Live It · scenario · Role-play the scenario: A hard moment on a check-in call. Observer checklist.
S5Qwest round · CHW Qwest station 10 in teams; review missed items.
S6Exam + Share It · Unit exam (80%), Share It challenge, exit ticket.

Leader opener

Myth or fact: 8 statements about mental health. Learners vote, then discuss the facts.

Live It activity

Crisis protocol walk-through: in pairs, practice a check-in call using the organization's protocol card, ending with a warm handoff to 988. Debrief and do a self-care check.

Discussion questions

  1. Where is the line between support and treatment?
  2. What stops people from asking for mental health help in our community?
  3. How will you take care of yourself after a hard call?

Handout: Crisis protocol card. Your organization's steps, 988 (call or text), 911 for immediate danger, the supervisor's number and a self-care check.

Coach Lucy Tip · Practice the crisis call until it feels steady, then always end the session with a self-care check. Model that it is OK to be affected.

Community Health Worker Pro · Group Leader Guide
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For licensed Group Leaders

The full guide — calendars, 12 unit plans, exam keys, the practicum log, the C3 checklist and the IDEAS rubric — comes with a school, CTE or agency license.

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Unit 10 · Exam key & debrief

🫶 Direct Service Within Scope

Unit exam — answer key

1. Which is outside a CHW's scope? Answer: C
  • A Delivering a food box
  • B Helping fill out a benefits form
  • C Providing therapy for depression ✓
  • D Connecting someone to 988

Why: CHWs connect people to treatment; they do not provide it.

2. Asking someone directly about suicide: Answer: D
  • A Puts the idea in their head
  • B Should be avoided
  • C Is always against the rules
  • D Does not put the idea in their head and can open the door to help ✓

Why: Asking directly does not increase risk and can help.

3. A client says they have a plan to end their life today. You: Answer: A
  • A Call 911 and follow your crisis protocol ✓
  • B Wait until tomorrow
  • C Change the subject
  • D Promise to keep it secret

Why: Immediate danger means 911 and your protocol.

4. The 988 Lifeline can be reached by: Answer: B
  • A Email only
  • B Call or text 988 ✓
  • C Mail
  • D Fax

Why: Call or text 988 any time.

5. A trauma-informed approach offers: Answer: C
  • A Quick fixes
  • B Strict rules with no choices
  • C Safety, trust, choice and voice ✓
  • D Blame

Why: Safety, trust, choice and voice.

Scenario debrief: A hard moment on a check-in call

On a routine call, Mr. Lee, 45, says he lost his job and adds, "Some days I don't see the point anymore."

Model steps:

  1. Stay calm, listen and stay on the line with him
  2. Ask directly about thoughts of suicide, as your crisis protocol directs
  3. If he is in immediate danger call 911; otherwise connect him with 988 together
  4. Tell your supervisor right away and follow your crisis protocol
  5. Document the facts, follow up, and get support for yourself

Key terms

TermMeaning
Crisis protocolYour organization's step-by-step plan for safety emergencies.
988The Suicide & Crisis Lifeline: call or text 988 any time.
Trauma-informedAn approach that offers safety, trust, choice and a voice to people who may have lived through trauma.
StigmaNegative beliefs that make people ashamed to ask for help.
Community Health Worker Pro · Group Leader Guide
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For licensed Group Leaders

The full guide — calendars, 12 unit plans, exam keys, the practicum log, the C3 checklist and the IDEAS rubric — comes with a school, CTE or agency license.

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Unit 11 · 8 hours (4 sessions × 2 hrs)

Evaluation and Research

C3 Role 10: Participating in evaluation and research (Skill: Evaluation and research)
AZ scope area: Participating in evaluation and research · AZ core competency: Evaluation and research skills

Objectives — learners will

  • Tell the difference between process and outcome measures
  • Collect accurate data the same way every time
  • Explain informed consent and community-based participatory research

Session flow

SessionFocus (2 hrs)
S1Opener + Learn It · Leader opener (below); key ideas 1–2: Why evaluate; Process and outcome.
S2Learn It + Live It · Key ideas 3–5: Good data habits; Research ethics; Community-based participatory research. Key terms. Activity (below).
S3Live It + Qwest · Role-play the scenario: Did the walking group work?. Observer checklist. Then Qwest station 11.
S4Exam + Share It · Unit exam (80%), Share It challenge, exit ticket.

Leader opener

Show two charts of the same program, one counting visits and one showing change. Ask which a funder cares about more, and why.

Live It activity

Mini-evaluation: teams pick a program, choose one process and one outcome measure, design a one-page data sheet and present it.

Discussion questions

  1. What story does a number leave out?
  2. How do you protect privacy when sharing results?
  3. How can community members lead the evaluation?

Handout: One-page data sheet. Two process measures, one outcome measure, consent line and the date-same-day rule.

Coach Lucy Tip · Show a real program chart. Then ask, “What story is missing?” Numbers plus stories are what funders remember.

Community Health Worker Pro · Group Leader Guide
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Unit 11 · Exam key & debrief

📊 Evaluation and Research

Unit exam — answer key

1. "We held 24 walking sessions" is a: Answer: B
  • A Outcome measure
  • B Process measure ✓
  • C Diagnosis
  • D Budget

Why: It counts what you did.

2. "18 members met their weekly walking goal" is a: Answer: C
  • A Process measure
  • B Policy
  • C Outcome measure ✓
  • D Survey question

Why: It shows what changed.

3. Informed consent means people: Answer: D
  • A Must take part
  • B Sign without reading
  • C Get paid
  • D Understand the study and can stop at any time ✓

Why: Taking part is a free and informed choice.

4. In CBPR, community members are: Answer: A
  • A Partners in every step ✓
  • B Only subjects
  • C Not involved
  • D Only readers of the report

Why: The community is a full partner.

5. When should you record visit data? Answer: B
  • A At year end
  • B The same day ✓
  • C When the funder asks
  • D Never

Why: Same-day data is accurate data.

Scenario debrief: Did the walking group work?

Your walking group has met for three months. The funder asks, "Did it make a difference?"

Model steps:

  1. Agree with the group on what you want to know
  2. Pick two or three simple measures
  3. Collect data the same way each time, with consent
  4. Look at the results with the group
  5. Share what you learned and what will change

Key terms

TermMeaning
Process measureA count of what a program did, such as visits made.
Outcome measureA measure of what changed, such as appointments kept.
Informed consentAgreeing to take part after understanding what it involves, with the right to stop.
CBPRCommunity-based participatory research, where the community is a full partner.
Community Health Worker Pro · Group Leader Guide
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The full guide — calendars, 12 unit plans, exam keys, the practicum log, the C3 checklist and the IDEAS rubric — comes with a school, CTE or agency license.

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Unit 12 · 8 hours (4 sessions × 2 hrs)

Safety, Law and Self-Care

C3 Skills: Knowledge base; Professional skills and conduct
AZ core competencies: Knowledge base; Professional skills and conduct

Objectives — learners will

  • Protect health information using HIPAA basics and minimum necessary
  • Explain mandated reporting and follow your state's law and your organization's policy
  • Use field safety and self-care practices

Session flow

SessionFocus (2 hrs)
S1Opener + Learn It · Leader opener (below); key ideas 1–2: HIPAA basics; Confidentiality and its limits.
S2Learn It + Live It · Key ideas 3–5: Mandated reporting; Field safety; Self-care is part of the job. Key terms. Activity (below).
S3Live It + Qwest · Role-play the scenario: What Ms. Green told you. Observer checklist. Then Qwest station 12.
S4Exam + Share It · Unit exam (80%), Share It challenge, exit ticket.

Leader opener

Privacy spot-the-mistake: show a photo of a messy desk and a busy waiting room. Teams find every privacy risk.

Live It activity

Know your rules: learners fill in a one-page card with your state's reporting agencies, your organization's policy and the supervisor contact. Then role-play the Ms. Green scenario.

Discussion questions

  1. What should a client hear about confidentiality on day one?
  2. What would you do if your supervisor could not be reached?
  3. What signs of burnout should your peers watch for in you?

Handout: Know-your-rules card. Your state's child and adult protective reporting lines, your organization's policy, your supervisor and your own self-care plan.

Coach Lucy Tip · Fill in the reporting card with the group, using your state's current agencies. Never leave mandated reporting as “look it up later.”

Community Health Worker Pro · Group Leader Guide
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The full guide — calendars, 12 unit plans, exam keys, the practicum log, the C3 checklist and the IDEAS rubric — comes with a school, CTE or agency license.

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Unit 12 · Exam key & debrief

🛡️ Safety, Law and Self-Care

Unit exam — answer key

1. "Minimum necessary" means: Answer: A
  • A Use or share only the information needed for the task ✓
  • B Share everything with everyone
  • C Never write anything down
  • D Share only with family

Why: Use only what the task needs.

2. A client asks you to promise to keep everything secret. You: Answer: B
  • A Promise
  • B Explain the limits of confidentiality ✓
  • C Refuse to talk
  • D Tell them to ask someone else

Why: Be honest about the limits up front.

3. If you suspect abuse, you should: Answer: C
  • A Investigate it yourself
  • B Post about it
  • C Follow your state's law and your organization's policy and tell your supervisor ✓
  • D Ignore it

Why: Report as your state and organization require. Do not investigate.

4. A home visit starts to feel unsafe. You: Answer: D
  • A Stay to finish the paperwork
  • B Hide in another room
  • C Argue with the person
  • D End the visit politely, leave and tell your supervisor ✓

Why: Your safety comes first.

5. Which helps prevent burnout? Answer: A
  • A Supervision, peer support and time off ✓
  • B Skipping breaks
  • C Working every weekend
  • D Keeping feelings to yourself

Why: Self-care keeps you able to help others.

Scenario debrief: What Ms. Green told you

On a home visit, Ms. Green, 79, has bruises on her arms. She seems nervous when her adult son walks by, and whispers, "Please don't tell anyone."

Model steps:

  1. Stay calm, listen and thank her for telling you
  2. Be honest that you cannot keep safety concerns secret
  3. If she is in immediate danger, call 911
  4. Tell your supervisor and follow your state's reporting law and your organization's policy
  5. Write down only the facts you saw and heard, and follow up

Key terms

TermMeaning
Protected health information (PHI)Health information that can identify a person, protected by HIPAA.
Minimum necessaryUsing or sharing only the health information needed for the task.
Mandated reporterA person required by state law to report suspected abuse or neglect.
Compassion fatigueEmotional and physical exhaustion from caring for people in distress.
Community Health Worker Pro · Group Leader Guide
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The full guide — calendars, 12 unit plans, exam keys, the practicum log, the C3 checklist and the IDEAS rubric — comes with a school, CTE or agency license.

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Printable · Competency checklist

C3 skills checklist

Learner: ______________________   Leader / supervisor: ______________________   Date: __________. Mark “Meets” when you have seen the evidence. Arizona’s CHW rules (A.A.C. R9-16-801) list the same 11 core competencies.

#C3 skillArizona core competencyUnitsEvidenceMeetsNot yet
1Communication(a) Communication skills2, 4OARS role-play checklist☐☐
2Interpersonal and relationship-building(b) Interpersonal and relationship-building1, 2, 6Observed client conversation☐☐
3Service coordination and navigation(c) Service coordination and navigation5Closed-loop referral in practicum log☐☐
4Capacity building(d) Capacity-building7Community action plan☐☐
5Advocacy(e) Advocacy7Two-minute testimony☐☐
6Education and facilitation(f) Education and facilitation4Mini-lesson with teach-back☐☐
7Individual and community assessment(g) Individual and community assessment8Screening role-play + asset map☐☐
8Outreach(h) Outreach9Talking points + contact log☐☐
9Professional skills and conduct(i) Professional skills and conduct1, 12Boundary line-up + supervisor rating☐☐
10Evaluation and research(j) Evaluation and research skills11One-page data sheet☐☐
11Knowledge base(k) Knowledge base3, 5, 10, 12Unit exams + final exam☐☐

The 10 C3 roles (and Arizona’s 10 CHW scope-of-practice areas) map to Units 3–11 — see each unit plan. Medicare’s Community Health Integration competencies are covered across Units 1, 2, 5, 7 and 8.

Community Health Worker Pro · Group Leader Guide
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The full guide — calendars, 12 unit plans, exam keys, the practicum log, the C3 checklist and the IDEAS rubric — comes with a school, CTE or agency license.

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Practicum · 130 hours · CHW Pro + Practicum

Running the practicum

Rules for every entry

  • No client names, birth dates or ID numbers
  • Write the goal in the client’s words
  • Record the C3 role used and minutes, not rounded hours
  • Site supervisor initials each row within one week
  • Stay within scope and the site’s policies at all times

Site supervisor agreement

  • Names a supervisor reachable during every shift
  • Shares the site’s privacy, safety and crisis policies on day one
  • Signs the sign-off sheet monthly and at the end
  • Rates the learner on the C3 checklist

Outcome codes

CodeOutcomeCounts when
SCSocial needs screening completedThe client finished a screening with you and chose a priority.
RMReferral made (warm handoff)You connected the client directly to a service, with their permission.
RCReferral closedThe receiving service or the client confirmed the client was served.
AKAppointment scheduled or keptA medical, behavioral health or service appointment was booked or attended after your support.
CBCoverage or benefits application submittedA Medicaid, Marketplace, SNAP or other application or renewal was submitted and confirmed.
HEHealth education deliveredYou led a one-on-one or group education session with teach-back.
Community Health Worker Pro · Group Leader Guide
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The full guide — calendars, 12 unit plans, exam keys, the practicum log, the C3 checklist and the IDEAS rubric — comes with a school, CTE or agency license.

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Printable · Practicum log · 130 hours

Practicum log

Learner: ______________________   Site: ______________________   Supervisor: ______________________   Sheet ____ of ____

DateClient goal (no names)C3 role usedOutcomeMinutesNext stepSupervisor initials

Outcome codes: SC · RM · RC · AK · CB · HE · — (none yet).   Minutes this sheet: ________   Running total hours: ________ / 130

Community Health Worker Pro · Group Leader Guide
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The full guide — calendars, 12 unit plans, exam keys, the practicum log, the C3 checklist and the IDEAS rubric — comes with a school, CTE or agency license.

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Printable · Supervisor sign-off

Supervisor sign-off sheet

Learner: ______________________   Site: ______________________   Supervisor: ______________________

Hours by month

MonthHoursOutcomesInitials
Total

C3 roles practiced

C3 roleHoursInitials
Cultural mediation
Health education
Care coordination & navigation
Coaching & social support
Advocacy
Capacity building
Direct service (within scope)
Assessment
Outreach
Evaluation & research

I confirm that the learner named above completed ________ hours of supervised community health worker practicum, stayed within scope, and that the log entries are accurate to the best of my knowledge.

Supervisor signature
Printed name & title
Date
Group Leader signature
Organization
Date
Community Health Worker Pro · Group Leader Guide
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The full guide — calendars, 12 unit plans, exam keys, the practicum log, the C3 checklist and the IDEAS rubric — comes with a school, CTE or agency license.

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Capstone · My Healthy IDEAS

The capstone project

Learners (alone or in teams of 2–4) run one small community health project in five steps. It pulls together assessment, health education, outreach, advocacy and evaluation.

I

Identify

Pick one health need in your community using data and the voices of people who live there.

D

Design

Plan a small, doable project with a clear goal and a way to measure it.

E

Engage

Bring in partners and the people the project is for.

A

Assess

Measure what changed and what you learned.

S

Share

Present the results to your community, your class or your funder.

Milestones

  • CHW Pro: weeks 4 · 8 · 12 · 15 · 16 on the 160-hour calendar
  • Junior CHW: sessions 6 · 12 · 16 · 20 · 26
  • Each milestone: a one-page check-in reviewed by the leader

Rules

  • Small and doable in the time you have
  • Built with community members, not just for them
  • Consent for any data; no names in the presentation
  • Stay within CHW scope; no clinical services

My Healthy IDEAS has been used as the capstone in a certified Junior CHW course approved by the State of Ohio. It is built on FFH’s Health BASICS and Social Determinants of Health courses. In the CHW Qwest it is Field Session 3 at Station 12.

Community Health Worker Pro · Group Leader Guide
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The full guide — calendars, 12 unit plans, exam keys, the practicum log, the C3 checklist and the IDEAS rubric — comes with a school, CTE or agency license.

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Printable · Capstone rubric

My Healthy IDEAS rubric

Learner / team: ______________________   Project: ______________________   Scorer: ______________

Criterion4 · Exceeds3 · Meets2 · Approaching1 · Not yetScore
IdentifyNeed chosen with clear local data and resident voicesData or resident voices, not bothNeed chosen mostly by the learnerNo clear need
DesignSmall, specific goal with a measure and timelineClear goal; measure is vagueGoal too big or unclearNo plan
EngagePartners and the people served helped plan and take partPartners or residents involved, not bothLittle outreachNo engagement
AssessProcess and outcome measures collected the same way, with consentOnly process measuresData incompleteNo data
ShareResults shared back with community and partners, with lessons learnedShared with class onlyShared, little reflectionNot shared
Scope, privacy & ethicsWithin CHW scope; consent and privacy protected throughoutMinor lapse fixed quicklyLapse not addressedSerious lapse
PresentationClear, plain language, under 10 minutes, teach-back usedClear but longHard to followNo presentation

Total: ____ / 28. The capstone meets the standard when every row scores 3 or higher and Scope, privacy & ethics scores 3 or 4. Below that, the learner revises and presents again.

Community Health Worker Pro · Group Leader Guide
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Final exam · 25 items · 80% to pass

Final exam and certificate

The final exam draws 25 questions from all 12 unit exams; 80% to pass. Set your retake rule before the cohort starts.

UnitTopicItemsWhat is tested
1Professional Conduct2Scope of practice, Boundary, Dual relationship
2Communication and Relationships2Active listening, Open question, Reflection
3Cultural Mediation2Cultural humility, Qualified interpreter, CLAS Standards
4Culturally Appropriate Health Education2Health literacy, Plain language, Teach-back
5Care Coordination and System Navigation3Care coordination, Warm handoff, Closed-loop referral
6Coaching and Social Support2Action plan, Confidence scale, Stages of change
7Advocacy and Capacity Building2Advocacy, Self-advocacy, Capacity building
8Individual and Community Assessment2Social determinants of health, Screening, Asset map
9Outreach2Outreach, Talking points, Contact log
10Direct Service Within Scope2Crisis protocol, 988, Trauma-informed
11Evaluation and Research2Process measure, Outcome measure, Informed consent
12Safety, Law and Self-Care2Protected health information (PHI), Minimum necessary, Mandated reporter
—Total25Pass = 20 of 25 (80%)

CHW Pro training certificate

  • All 12 units complete (160 hours logged)
  • All 12 unit exams at 80% or higher
  • My Healthy IDEAS capstone meets the standard
  • Final exam at 80% or higher

What the certificate is — and is not

A certificate of completion for a 160-hour training program. Not a state certification. Learners apply to their state for certification where it exists (for example, ADHS in Arizona).

Community Health Worker Pro · Group Leader Guide
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The full guide — calendars, 12 unit plans, exam keys, the practicum log, the C3 checklist and the IDEAS rubric — comes with a school, CTE or agency license.

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For program managers

The cohort dashboard

Every minute a learner spends in a video, eBook or Qwest is recorded. See the whole cohort in one view and export what funders ask for.

Dashboard viewWhat it showsUse it for
Time on taskMinutes per learner, per unit, per day — from video, eBook and Qwest activity.Funder and WIOA hour reports (CSV export)
Unit progressWhich of the 12 units each learner finished, and hours logged toward 160.Pacing; who needs a catch-up
Unit examsEach unit exam, first try and best try.Reteach topics the cohort missed
Final examScore out of 25; pass at 80%.Certificate eligibility
Qwest ranksOutreach Partner · Care Connector · Community Health Worker · CHW Pro.Celebrate milestones
Practicum hoursLogged minutes with supervisor sign-off, up to 130 hours, by C3 role.Practicum credit; work-experience records
Competency checklistC3 skills marked “Meets” by leader or supervisor.Readiness for employment
Client outcomesSix outcome codes from the practicum log, rolled up on the PHIT Score Card by ZIP.Community impact by neighborhood

Your support rhythm

  • Monthly leader webinars
  • Quarterly roundtables and leaderboards
  • Annual reach & engagement report
Community Health Worker Pro · Group Leader Guide
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The full guide — calendars, 12 unit plans, exam keys, the practicum log, the C3 checklist and the IDEAS rubric — comes with a school, CTE or agency license.

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Appendix · Glossary · 988 – Consent

Glossary (1 of 3)

TermDefinitionUnit
988The Suicide & Crisis Lifeline: call or text 988 any time.10
Action planA small, specific step the client chooses to take this week.6
Active listeningGiving full attention and checking that you understood.2
AdvocacySpeaking up for a person's or a community's needs.7
Asset mapA map or list of a community's strengths and resources.8
BoundaryA limit that keeps the helping relationship safe and professional.1
Capacity buildingGrowing the skills and leadership of people and groups.7
Care coordinationOrganizing services so they fit together for the client.5
CBPRCommunity-based participatory research, where the community is a full partner.11
CHNACommunity health needs assessment, published by nonprofit hospitals every three years.8
CLAS StandardsNational standards for culturally and linguistically appropriate services in health care.3
Closed-loop referralA referral that is complete when the receiving service confirms the client was helped.5
CoalitionA group of organizations and people working toward a shared goal.7
Compassion fatigueEmotional and physical exhaustion from caring for people in distress.12
Confidence scaleAsking "How sure are you, from 0 to 10?" to test if a step is doable.6
ConsentA person's clear OK before you collect their information or follow up.9
Community Health Worker Pro · Group Leader Guide
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Appendix · Glossary · Contact log – Plain language

Glossary (2 of 3)

TermDefinitionUnit
Contact logA record of outreach contacts and follow-ups.9
Crisis protocolYour organization's step-by-step plan for safety emergencies.10
Cultural humilityA lifelong practice of self-reflection and learning from each person.3
Dual relationshipWhen you have a second relationship with a client, such as being a neighbor, relative or business partner.1
FacilitationGuiding a group so everyone takes part and learns from each other.4
Health equityEveryone has a fair and just chance to be as healthy as possible.3
Health literacyHow well a person can find, understand and use health information.4
Informed consentAgreeing to take part after understanding what it involves, with the right to stop.11
Mandated reporterA person required by state law to report suspected abuse or neglect.12
Minimum necessaryUsing or sharing only the health information needed for the task.12
Motivational interviewingA respectful way of talking that helps people find their own reasons to change.2
Open questionA question that cannot be answered with yes or no, such as "What gets in the way?"2
Outcome measureA measure of what changed, such as appointments kept.11
OutreachGoing out into the community to share information and connect people to services.9
Patient portalA secure website or app where patients see results, appointments and messages.5
Plain languageClear words and short sentences that people understand the first time.4
Community Health Worker Pro · Group Leader Guide
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The full guide — calendars, 12 unit plans, exam keys, the practicum log, the C3 checklist and the IDEAS rubric — comes with a school, CTE or agency license.

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Appendix · Glossary · Process measure – Warm handoff

Glossary (3 of 3)

TermDefinitionUnit
Process measureA count of what a program did, such as visits made.11
Protected health information (PHI)Health information that can identify a person, protected by HIPAA.12
Qualified interpreterA trained person who interprets accurately and keeps information private.3
ReflectionSaying back what you heard so the person feels understood.2
Scope of practiceThe tasks a role is trained and allowed to do.1
ScreeningA short set of questions to spot needs that may need follow-up.8
Self-advocacyA person speaking up for their own needs.7
Social determinants of healthThe conditions where people live, learn, work and play that shape health.8
Social supportHelp from others: emotional, informational, practical or feedback.6
Stages of changeThe steps people move through when changing a habit.6
StigmaNegative beliefs that make people ashamed to ask for help.10
SupervisionRegular support from a more experienced person who helps you with cases, safety and growth.1
Talking pointsA short, clear message you can say in 30 seconds.9
Teach-backAsking people to explain or show what they learned in their own words.4
Trauma-informedAn approach that offers safety, trust, choice and a voice to people who may have lived through trauma.10
Warm handoffConnecting a client directly to the next helper, for example on a three-way call.5
Community Health Worker Pro · Group Leader Guide
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The full guide — calendars, 12 unit plans, exam keys, the practicum log, the C3 checklist and the IDEAS rubric — comes with a school, CTE or agency license.

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Appendix · Printable

Local resource worksheet

Fill this in before week 1, then copy it for every learner. Community: ______________________   Updated: ____________

Resource · exampleLocal name / contactPhone / websiteHours / notes
211 help line
Dial 2-1-1: food, housing, utilities, rides
988 Suicide & Crisis Lifeline
Call or text 988 · 911 for emergencies
Child abuse reporting line
Your state's child protective hotline
Adult protective services
Your state's vulnerable adult reporting line
State Medicaid / benefits portal
AZ: AHCCCS · Health-e-Arizona Plus · PA: COMPASS
Medicaid ride line
Plan's non-emergency transportation number
State CHW certification
AZ: ADHS CHW certification · other states: health dept.
State CHW association
AZ: AzCHOW · find yours via your health dept.
Legal aid / tenant rights
Local legal aid office
Food bank / pantry
Nearest pantry and hours
Interpreter services
Clinic or agency interpreter request line

Agencies, phone numbers and rules change. Check them on the day you use them.

Community Health Worker Pro · Group Leader Guide
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The full guide — calendars, 12 unit plans, exam keys, the practicum log, the C3 checklist and the IDEAS rubric — comes with a school, CTE or agency license.

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The Force for Health® Network

Certificate of Completion

This certifies that

has completed

Community Health Worker Pro

160-hour training · 12 units · final exam score ______ % (80% to pass) · My Healthy IDEAS capstone

☐ CHW Foundations (52 hrs)☐ CHW Pro (160 hrs)☐ Practicum: ______ hrs (of 130)☐ Junior CHW (CTE)
Group Leader
Organization
Date

Learn It · Live It · Share It™ · Training certificate of completion issued by the training organization. Not a state certification.

Community Health Worker Pro · Group Leader Guide
🔒

For licensed Group Leaders

The full guide — calendars, 12 unit plans, exam keys, the practicum log, the C3 checklist and the IDEAS rubric — comes with a school, CTE or agency license.

Contact us for a group licenseAmbassador? Sign in to unlockYou are reading a free 5-page preview.
The Force for Health®

Train the people your community already trusts.

Community Health Worker Pro · 160 hours in 12 units · optional 130-hour practicum · My Healthy IDEAS capstone · Junior CHW for CTE.

The Force for Health® Network · physician- and woman-led · Learn It · Live It · Share It™
© 2026 The Force for Health® Network. All rights reserved.

🔒

For licensed Group Leaders

The full guide — calendars, 12 unit plans, exam keys, the practicum log, the C3 checklist and the IDEAS rubric — comes with a school, CTE or agency license.

Contact us for a group licenseAmbassador? Sign in to unlockYou are reading a free 5-page preview.