Custom Training for Organizations
Some organizational challenges demand more than generic workshops or courses—they require training customized to your team’s actual cases, pressures, and goals. Practical, hands-on, custom trainings for mental health agencies, social service nonprofits, legal aid organizations, and defender agencies, focus on building organization-wide skills in documentation writing, assessment, traumatic stress, and forensic population case management. Leadership secures these to build shared language and skills across the organization, reduce errors, and improve outcomes without pulling people from caseloads for weeks
Tailored Training That Delivers Results
Custom trainings are co-designed with an organization’s leadership or training department: we start with a short needs assessment to identify pain points (e.g., audit failures, staff turnover from trauma exposure, or gaps in forensic knowledge), then build sessions based on your real cases, tools, and metrics in mind. Trainings are interactive, skill-focused, and immediately applicable, ensuring that your team can apply what it learns the next day.
What your organization stands to gain:
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Measurable improvements in documentation compliance and efficiency, reducing payer denials or legal risks.
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Enhanced staff competency to handle trauma and forensic cases without burnout or ethical missteps.
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Shared language and protocols that boost team cohesion and client outcomes, while reducing turnover.
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Follow-up resources for sustained change.
Core Training Topics
Training is custom-made for the length and format your staff need. Sessions can range from an hour (for an overview training) to several half-days or full days and be held either virtually or in-person, at your preferred location.
Documentation Writing:
From progress notes to discharge summaries, learn to craft defensible, efficient documentation that survives audits, subpoenas, and board reviews. Includes templates, clinical reasoning frameworks, and efficiency hacks for high-caseload teams. Perfect for agencies facing payer scrutiny or staff complaints, as well as smaller clinical therapy practices aiming to improve compliance and reduce documentation burdens.
Assessment Training:
Practical skills for biopsychosocial assessments, risk screening, and differential diagnosis in diverse populations. Covers tools for trauma, forensic, and co-occurring issues, with role-plays using your agency’s forms. Builds confidence in high-stakes referrals.
Traumatic Stress:
Recognize, respond to, and recover from secondary trauma in frontline work. Training can cover neuroscience of stress, trauma screening and assessment protocols, and specified special population issues (e.g., childhood adversity). In addition, materials include self-regulation for teams and agency-wide protocols to prevent compassion fatigue. Includes debrief tools post-crisis.
Forensic Populations:
Provide an overview or address the details of working with legal system involved clients, including boundaries, mandated treatment, risk assessment, and court interactions. For legal organizations, these trainings may include introductory information about mental health and psychological issues in these cases and may integrate information about special populations of interest. Within social service or clinical organizations, trainings may provide advanced level information about types of legal involvement and clinician roles and responsibilities in forensic cases.
Frequently Asked Questions: Custom Training
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How are trainings customized for our organization?
During an introductory call, we discuss the organization’s need for a specific training, including practical considerations like duration, format, and the number and roles of staff involved. Depending on the specific topic of the training, it may be appropriate to review your policies, sample cases, systems, and/or metrics (anonymized) to ensure that materials and examples reflect your workflows. Pre-training surveys may be used to gather staff input.
2.
Do custom trainings qualify for CE credits?
It varies. Organizations and training departments often arrange CE credits for their staff when choosing to conduct a custom training. When CE requirements require a specific professional to co-facilitate the training, this may be arranged in advance.
3.
What’s the group size and format for custom training? Is there a group size limit?
There is no pre-defined minimum or maximum group size, in the sense that an in-person training can be designed to fit a large group of staff (e.g., 100 people). On the other hand, a small group (2-3 people) might require a shorter training, or might accomplish more in less time. When considering the size of an organization’s training group, it is important to consider format, as well. Large group trainings (i.e., over 30 people) are not suitable for virtual, synchronous formats, which may introduce additional costs for the organization to arrange travel and a physical space for training. All the while, asynchronous training can be less effective, depending on content. All these considerations should be discussed when arranging a custom training.
4.
Can training address crisis response or board prep?
Yes—components like post-incident debrief or audit prep are common across training types and formats. Please discuss these needs when arranging your training.