Aging and Disability Resource Center Advisory Board Agenda Packet (PDF)

In compliance with the Americans with Disabilities Act, any person needing assistance to participate in this meeting, should contact the Office of the County Clerk at (920)746 2200. Notification 72 hours prior to a meeting will enable the County to make reasonable arrangements to ensure accessibility to that meeting. Notice of Public Meeting Monday, July 20th, 2026 2:00 p.m. Aging and Disability Resource Center (ADRC) Advisory Committee Meeting ADRC / Community Center of Door County 914 North 14th Avenue, Sturgeon Bay, WI 1. Call Meeting to Order 2. Establish a Quorum ~ Roll Call 3. Adopt Agenda / Properly Noticed 4. Approve Meeting Minutes:  ADRC Advisory Committee from May 18th, 2026 5. Correspondence 6. Public Comment 7. New Business (Review / Action)  Staffing updates  Regional Quality Specialist and program attorneys  Youth in Transition training opportunity/Program Materials  Time Reporting Status/ LMS Training system  AI Resource Page  ADRC Data  Application for National Family Caregiving Support Program (NFCSP) funding  Staff of WDOR October 16th 11am 8. Unmet Needs 9. Sustainability Matters to be Considered 10. Legislative Matters to be Considered 11. Matters to be Placed on a Future Agenda or Referred to a Committee, Official, or Employee 12. Meeting Code 13. Next Meeting Date(s) • Monday, September 21st, 2026 at 2pm Adjourn Deviation from Order Shown May Occur Aging and Disability Resource Center Advisory Board - Minutes Monday, May 18th, 2026 at 2:00 p.m. Aging & Disability Resource Center/Community Center – 914 N 14th Ave, Sturgeon Bay, WI 54235 THESE MINUTES HAVE NOT BEEN REVIEWED AND APPROVED BY THIS BOARD AND ARE SUBJECT TO REVIEW AND REVISION BY THE BOARD AT THEIR NEXT REGULARLY SCHEDULED MEETING. Business Meeting 1. Call meeting to order. ● The meeting was called to order at 2:03 p.m. by Jenny Fitzgerald. 2. Establish a Quorum ~ Roll Call. ● Members Attending: Helen Bacon, Kayla Kudick, Jeanne Pfaff, Sandy Brown, Deb Doyle, Sherry Pesch, Allison Bourdeau and John Koski. Absent: Kathleen Rothmeyer. Other persons present: Jenny Fitzgerald, Nicki Scharrig. Barb Snow took minutes. A quorum was established and the meeting continued. 3. Election of Chair & Vice Chair ● A motion was made to nominate John Koski as Chair and seconded by Helen Bacon. The motion carried unanimously. ● A motion was made to nominate Deb Doyle for Vice Chair and seconded by Helen Bacon. The motion carried unanimously. 4. Adopt Agenda/Properly Noticed ● A motion was made by Deb Doyle and seconded by Kayla Kudick to adopt the agenda. The motion carried unanimously. 5. Approve Meeting Minutes of the ADRC Advisory Committee Meeting from January 19th, 2026 ● A motion was made by Sandy Brown and seconded by Deb Doyle to approve the minutes. The motion was carried unanimously. 6. Correspondence – None 7. Public Comment – None 8. New Business (Review/Action) ● Staffing Updates o Barb Snow has moved into the Meals on Wheels position. Referring to the handout “Administrative Assistant 1 ADRC (Part-Time)” in the agenda packet, Jenny explained that the front desk position has been broken down into 2 part-time, 20 hour a week, positions. They have interviewed multiple people. 33 have applied. Sara Dennison started onboarding today and will work Monday, Tuesday and part of Wednesday. o Referring to the handout “LTE Administrative Assistant 1 Dementia Care Specialist” in the agenda packet, Jenny explained that the position posted in April. The position is to help with Sierra, our DCS, with admin duties and some other programs and is 10 hours a week and funded for 4 years. We received a $60,000 donation for this position. o The ADRC Specialist training is going well and has been put into on deck rotation and also shadowing staff doing Long Term Functional Screens (LTFS). o Melissa is lead for LTFS. She passed her continuing skills test that is required every 2 years. The other 2 staff had started recently and didn’t have to redo the test. o Washington Island hired 2 LTE cooks. Vilas and Quinn. o APS team is working well together, one will be on maternity leave at the end of July. ● Board Member Updates o Marie Massart’s term ended and Carol Davis stepped down due to health reasons. Kayla Kudick will join us representing adult with physical disabilities and Jeanne Pfaff will take over Carol’s spot. Helen Bacon is joining us from the County Board. Board terms information is included in the binder. ● Program Updates o The ADRC Specialists have been getting busier which prompted initiating Protected Time. There will be no walk ins, calls, or appointments scheduled during protected time. This is so they can focus solely on documentation. Protected time is from 3:00 pm to 4:30 pm. Questions and possible exceptions around youth in transition screen time or if someone can only meet in the late afternoon. There is an intake form (included in the agenda packet) if someone walks in and that form along with any calls that come in will be directed to the person on deck the next day. o Jenny will bring the completed “2025 ADRC Numbers” handout at the next meeting. ● Supervision Observations o The handout “Information and Assistance Supervisor Observation and Support Tool Guide” is included in the agenda packet. Jenny went over the handout explaining this happens once a year. ● ADRC Statewide Data o Included in the agenda packet is “ADRC Statewide Data: 2025”. Wisconsin ADRC’s helped 264,089 people in 2025. Half of those individuals received services from more than one program area. Information and Assistance is the biggest draw. Functional screens average more than 4 hours per customer. The most uncommon unmet need in Door County is Home Care. Door County Medical Center has a chore services leadership team. Door County is working on trying to get more staff for agencies. There is a Senior Advocacy for Independent Living (SAIL) program in Northern Door. Housing and Transportation are also listed as top unmet needs in Door County. We need another housing study. There is a need for senior housing as well as group homes. ● QA project/ADRC Goal o Included in the agenda packet is handout “Goal #2”. The ADRC Team will increase community awareness of the benefits of Power of Attorney-Health Care and Power of Attorney of Finance documents by hosting an educational event at the ADRC and incorporating POA-HC questions into initial consumer contacts. The presentations occurred 3 times. They also had training from Guardian support center GWAAR as well as put together POA packets. The first POA event was March 11th. Statistics are included in the agenda packet. ● Next of Kin Legislation o Included in the agenda packet is handout “Update on Wisconsin Act 115: Next-of-Kin Decision Making DHS Response”. The legislation establishes a decision maker called a patient representative who can make decisions on behalf of incapacitated individuals in certain situations. This goes into effect June 1st, 2026. This will be reviewed in three years to see how it is going. ● Elder Abuse Awareness Week June o The handout “Raising Awareness for Elder Abuse in Our Community” lists out activities that begin the week of June 15th. ● Staff of WDOR May 15th, 2026 from 10:20am-11:00am/October 16th at 11:00am o Two of our ADRC Specialists will go to WDOR, as well as, Sierra (DCS) and Nicki who will go and talk about Caregiving support programs and conferences. 9. Unmet Needs-None 10. Sustainability Matters to be Considered – None 11. Legislative Matters to be Considered – None 12. Matters to be Placed on a Future Agenda or Referred to a Committee, Official, or Employee - none 13. Meeting Code – 1659 14. Next Meeting Date(s) ● ADRC Advisory Committee meeting, Monday, July 20th, 2026 at 2:00 p.m. Adjourn ● A Motion was made by Helen Bacon and seconded by Sandy Brown to adjourn. ● Meeting was adjourned at 3:30 p.m. The minutes for this meeting were recorded by Barb Snow. Preparing for Life as an Adult: Transition Planning for Youth Welcome Youth transition, also called transition planning, is a process for teens with health care needs or disabilities. It helps you plan for your future and shift from getting youth services to adult services. Transition planning can start as early as age 14. During transition planning, you share what is important to you. You learn what options are available to you as an adult. You also decide what support will be most helpful. Many changes in services happen by age 18. Six months before you turn 18, you may start working with your local ADRC (aging and disability resource center) or Tribal ADRS (aging and disability resource specialist). Visit or contact your local ADRC or Tribal partner agency today Contact us: Scan me FindMyADRC.org P-00413C (04/2026) The Transition Planning for Youth guide book The transition from youth to adult services can be a big change. Your ADRC or Tribal ADRS is here to help make it easier for you and your family. This guide is a place to start. Download your own Preparing for Life as an Adult: Transition Planning for Youth (P-00413a) guide book, available in various languages. dhs.wisconsin.gov/library/collection/ p-00413a Accommodations and materials in alternate formats are available upon request. Please call to arrange for interpreters or captionists. Guide topics walk you through: • Getting ready for transition to adult services. • Understanding the youth in transition timeline. • Connecting with ADRC, Tribal ADRS, and disability benefit specialists. • Learning who are transition partners. • Preparing to make legal decisions. • Planning for health care transition. • Accessing Social Security benefits. • Accessing public benefits. • Obtaining jobs and employment. • Securing housing. • Advocating for resources. • Considering adult long-term care programs. Learn more about the transition process • Transition Planning for Youth dhs.wisconsin.gov/clts/ transition.htm • Transition Action Guide dwd.wisconsin.gov/dvr/ policy-guidance/toolkits- guides-manuals/transition- action-guide/ • WiTransition App witig.org/self-advocacy- tools/witransition-app/ If you have questions, contact your local ADRC or Tribal partner agency. The Work of CCoTs Around WI CCoTs across the state are currently focused on strengthening collaboration, increasing family engagement, and improving access to transition resources and services for students with disabilities. A major area of work includes community mapping, agency mapping, and resource development, with teams organizing, updating, streamlining, and sharing transition resources so they are easy for educators, students, and families to access. Several teams are also identifying gaps in available transition services, particularly for students with behavioral and medically complex needs, while exploring sustainable ways to house and maintain shared resources. Many CCoTs are planning and hosting transition-focused events such as transition fairs, “Life After High School” events, Community Conversations, Lunch and Learns, guest speaker sessions, and scholarship opportunities. Teams are working to improve participation and accessibility by offering evening opportunities, reducing travel barriers, increasing outreach through newsletters and community connections, and providing opportunities for agencies and service providers to share resources directly with families and schools. At the same time, many teams are reflecting on attendance challenges at transition fairs and exploring alternative ways to better meet the needs of families and students. Another major focus is strengthening team engagement and collaboration. CCoTs are working to identify missing partners, recruit additional agency and school representatives, increase parent and family voice, reconnect inactive members, and create meeting structures that encourage participation despite scheduling barriers. Teams are also prioritizing relationship-building among schools, agencies, families, and community partners to strengthen coordinated transition supports. In addition, CCoTs are focusing on systems-level improvement efforts, including strengthening referral processes, braiding services across agencies, increasing student access to employment and youth apprenticeship opportunities, and empowering students to take a more active role in their transition planning process. Many teams are also reviewing local data and reflecting on how current efforts are impacting postschool outcomes, particularly employment outcomes for students with disabilities, while identifying areas where additional innovation and action are needed. 1 Word: M:\Administrative\Policies\AI - Responsible Use of Generative Artificial Intlligence PDF: M:\All Agency\Policies\AI - Responsible Use Door County Department of Health and Human Services Policy Title: Responsible Use of Generative Artificial Intelligence (AI) Policy Number: HHS-All Agency-AI-101 Created By: Kevin Brennan, Deputy Director Division: Health and Human Services Effective Date: 02/18/2026 Approval Date: Last Review Date: N/A Next Review Date: 08/18/2026 Purpose The purpose of this policy is to guide the responsible use of Generative Artificial Intelligence (AI) tools within the Department of Health and Human Services (HHS). Generative AI offers opportunities to improve efficiency, communication, and innovation; however, its use must align with legal, ethical, and professional standards that protect client confidentiality and maintain public trust. Scope This policy applies to all HHS employees, contractors, interns, and volunteers who use AI tools in the course of their work, whether on county devices, personal devices, or online platforms. Generative AI tools do not replace research and diligence. All AI-generated text must be reviewed, verified for accuracy against original documents, and edited by report authors before inclusion. The preferred Generative AI tool is Microsoft’s Copilot. Related Policies This policy is intended to complement the Door County Generative AI Use Policy. It does not replace or override guidance from the Wisconsin Department of Health Services (DHS), the Department of Children and Families (DCF), or other applicable regulatory authorities. Disclosure When AI is used to generate, edit, or substantially influence content, the user must include a statement acknowledging AI assistance. 2 Word: M:\Administrative\Policies\AI - Responsible Use of Generative Artificial Intlligence PDF: M:\All Agency\Policies\AI - Responsible Use Citation Cite the AI tool and version used, along with the date of use, in a footnote, endnote, or acknowledgment section. Example: ChatGPT and Microsoft Copilot (OpenAI, accessed 10/2025-1/2026) were used to synthesize key findings from the community health survey data and provided suggested narrative content throughout the report. All AI-generated text was reviewed, verified for accuracy against original documents, and edited by report authors before inclusion. Prohibited uses: (Note: this is not an exhaustive list) 1. Protected Health Information (PHI) a. No personal health information (PHI) may be entered, uploaded, or generated using AI tools. Examples of PHI include but are not limited to: i. Diagnoses, DOB, Medical records and record numbers, Photos 2. Confidential or Sensitive Data - Do not enter: a. Family/consumer names or identifying information b. Financial or benefits data c. Case information or internal communications d. Internal assessments, reports, or database information 3. Decision-Making or Professional Judgment AI may not be used to: a. Make eligibility decisions b. Assess family/individual needs or risks c. Produce clinical recommendations d. Replace human ethical or professional judgment 4. Legal or Regulatory Interpretation AI may not be used to: a. Interpret statutes or regulations b. Provide legal advice c. Create legal arguments or policy interpretations 5. Emergency, Crisis, or Safety-Critical Situations AI may not be used in: a. Crisis response b. Abuse or neglect reporting c. Life-threatening situations d. Any urgent safety decision making 6. Uploading Internal Documents Do not upload or input: 3 Word: M:\Administrative\Policies\AI - Responsible Use of Generative Artificial Intlligence PDF: M:\All Agency\Policies\AI - Responsible Use a. Case notes b. Client correspondence c. Assessments or evaluations d. Emails e. Information from internal systems or databases. Examples of systems or databases are: WISHIN, Ewisacwis, CARES, Peer Place. 7. AI transcription AI transcription of any virtual meeting must be approved by Corporation Counsel and a manager. Permitted Uses: (Note: this is not an exhaustive list) All content must be reviewed for accuracy, bias, and completeness. 1. Drafting Non-Sensitive Communications a. HHS staff may us generative AI to assist with drafting memos, newsletters, Frequently Asked Questions (FAQ’s), or training materials. 2. Summarizing Reports a. HHS may us generative AI to summarize or analyze non-confidential documents or reports 3. Brainstorming or idea forming 4. Training and Staff Development a. Brainstorming topics for internal training sessions b. Generating ideas for staff wellness, recognition, or team-building activities c. Drafting ideas to improve internal communication or workplace culture 5. Policy, Planning, and Process Improvement a. Exploring high-level strategies for program or service enhancements b. Summarizing general best practices from widely known public sources c. Brainstorming approaches to streamline workflows 6. General Creative Support a. Draft outlines for newsletters, brochures, or educational materials (non- confidential only) b. Ideas for simplifying complex information for the public c. Concepts for visuals, infographics, or public education materials (using generic data only. Violation Failure to comply with this policy may result in disciplinary action, up to and including termination of employment or contract, as well as potential civil or criminal penalties as 4 Word: M:\Administrative\Policies\AI - Responsible Use of Generative Artificial Intlligence PDF: M:\All Agency\Policies\AI - Responsible Use applicable. Violations involving PHI may result in additional reporting and corrective actions in accordance with HIPAA requirements. Approval: Joseph Krebsbach, Health & Human Services Director Date AI Usage Concerns for Consideration Context Under the umbrella of the ADRC 2030 strategic planning group, a workgroup of ADRC staff was formed to collect and prepare resources for ADRCs and other network partners interested in exploring artificial intelligence (AI) use for efficiency. This document is one resource prepared by this workgroup. The workgroup determined two approaches should be included. One was called "Considerations for Caution" and focused on collecting various reasons to pause and ask if AI was an appropriate tool for a given situation. The other subcommittee was "AI 101" which compiled resources about different AI tools, prompt suggestions, best practices, and training resources. This document is not endorsed by the Wisconsin Department of Health Services and does not provide state-level policy or guidance. As Aging and Disability Resource Centers (ADRCs) in Wisconsin explore the use of artificial intelligence (AI), potential risks and areas of concern must be carefully evaluated to ensure compliance, protect client information, and maintain the integrity of services. Some areas of concern to consider are: 1) Customer Trust Concerns - ADRCs are relationship-based services. AI use can erode credibility if not disclosed carefully. - AI drafting responses without empathy, nuance, or emotion - Automation reducing human contact in high-trust services - Lack of transparency about AI use - Customers who may be uncomfortable with AI involvement 2) Staff Impact - Risks for staff expertise and knowledge consistency. - Overdependence on AI reduces staff as subject-matter experts (SMEs) - Need for formal AI training and policy guidance - Staff at risk of copyright infringement or plagiarism if they do not carefully fact check - Without state-wide governance, you get inconsistent use across counties 3) Bias & Equity - ADRCs serve protected classes under ADA and civil rights laws. Biases in AI systems can create legal and compliance problems. - Risk of reinforcing systemic inequities - Differing recommendations based on age, disability, ZIP code, race, income - Language bias impacting minority populations, including older adults, persons with disability, racial and ethnic groups, women, and individuals of diverse gender identities and sexual orientations 4) Accuracy & Decision Risk - AI output cannot replace specialists’ judgment. AI Usage Concerns for Consideration Aging & Disability Resource Centers (ADRCs) of WI ADRC 2030 AI Resource Workgroup, AI Concerns for Consideration Subcommittee, 2/25/26 Members: Jodi Trewin, jodi.trewin@browncountywi.gov; Emma Klein, emma.klein@dhs.wisconsin.gov; Leanne Grover, leanne.grover@co.barron.wi.us; Wendy Hutterer, wendyhutterer@manitowoccountywi.gov - Hallucinated citations and facts where an AI makes up information that sounds real but is actually wrong or false - AI generating incorrect guidance - Overreliance on AI decision making or critical thinking - AI outputs lack repeatability and consistency where identical prompts can produce different results, increasing the risk of variability in guidance or documentation 5) Data Security & Privacy - AI misuse can expose protected customer data and create serious legal liability for ADRCs. - Inputting identifiable case details into public AI tools - AI systems trained on or retaining customer data - Data retention and destruction policies - International data storage (cloud providers outside U.S.) 6) Responsible Guidelines - Establish clear AI guidelines so use is consistent, accountable, and not left to individual discretion. - Absence of a structured response plan for AI-related errors - Lack of a formal AI use policy and defined human-review requirements - Missing standardized approval process for new tools - Insufficient audit and version-control tracking for AI-generated documentation 7) Legal & Regulatory Exposure - AI use can lead to reportable breaches and investigations. - WI DHS & HIPAA confidentiality compliance (use, storage, transmission of PHI) - Implications regarding public records law, appeals, or fair hearings whether AI prompts/outputs become part of the official record - For AI drafted documents, who is legally responsible for errors? Legal gray areas around accountability, enforcement, and risk exposure Appropriate AI Use Cases - - AI can be appropriate when used carefully for: o Drafting non-customer-specific communications o Outlining training, marketing, or process materials/documentation o Internal document summaries o Meeting notes summarization (without PHI) - Not appropriate for: o Customer-specific or one-on-one communications o Crisis intervention o Creating final drafts of any document or communication without thorough human review o Meeting notes summarization (with PHI) o Any task requiring factual precision, legal accuracy, or policy interpretation where incorrect information could impact eligibility, benefits, customer safety, or regulatory compliance AI Usage Concerns for Consideration Aging & Disability Resource Centers (ADRCs) of WI ADRC 2030 AI Resource Workgroup, AI Concerns for Consideration Subcommittee, 2/25/26 Members: Jodi Trewin, jodi.trewin@browncountywi.gov; Emma Klein, emma.klein@dhs.wisconsin.gov; Leanne Grover, leanne.grover@co.barron.wi.us; Wendy Hutterer, wendyhutterer@manitowoccountywi.gov ADRC 2030 AI Resource Workgroup, AI 101 Subcommittee, 4/10/26 Members: Sarah Zielke, szielke@chippewacountywi.gov ; Megan Hintz, megan.hintz@co.waupaca.wi.us; Amy Burmeister, amy.burmeister@washcowisco.gov; Karen Hauck, karen.hauck@eauclairecounty.gov ; Stacie Buchanan, stacie.buchanan@douglascountywi.gov ; Pam Weber, pam.weber@co.monroe.wi.us AI Tools for Aging & Disability Services Context Under the umbrella of the ADRC 2030 strategic planning group, a workgroup of ADRC staff was formed to collect and prepare resources for ADRCs and other network partners interested in exploring artificial intelligence (AI) use for efficiency. This document is one resource prepared by this workgroup. The workgroup determined two approaches should be included. One was called "Considerations for Caution" and focused on collecting various reasons to pause and ask if AI was an appropriate tool for a given situation. The other subcommittee was "AI 101" which compiled resources about different AI tools, prompt suggestions, best practices, and training resources. This document is not endorsed by the Wisconsin Department of Health Services and does not provide state-level policy or guidance. AI Platforms: Platform Link Primary Use Microsoft Copilot https://copilot.microsoft.com Chat, documents, Microsoft 365 integration OpenAI ChatGPT https://openai.com/ Text, images, general AI assistant Google Gemini https://gemini.google.com/app Text, images, video (Google ecosystem) Perplexity https://www.perplexity.ai/ Research, AI-powered search Claude https://claude.ai Writing, analysis, long documents Adobe Firefly https://firefly.adobe.com/ Image generation (Adobe Creative Cloud) Midjourney https://www.midjourney.com/ AI image generation OpenAI DALL·E 3 https://openai.com/index/dall-e- 3/ AI image generation Grok (xAI) https://x.ai/ Chat + real-time insights (X platform) *BOLD text indicates platforms used and recommended by workgroup AI Tools, Apps, Browser Extensions: Tool/App Link Purpose Grammarly https://app.grammarly.com/ Writing assistance Glasp https://glasp.co/ Content curation & sharing Figma FigJam https://www.figma.com/figjam/ Whiteboard & concept mapping Asterix Writer https://www.asterixwriter.com/editor Writing tool Goblin Tools https://goblin.tools/ Task lists, planning, meal prep Canva https://www.canva.com/ Graphic design, presentations, video Elicit https://elicit.com/welcome Research analysis Research Rabbit https://www.researchrabbit.ai/ Discover related research ChatPDF https://www.chatpdf.com/ Chat with PDFs ADRC 2030 AI Resource Workgroup, AI 101 Subcommittee, 4/10/26 Members: Sarah Zielke, szielke@chippewacountywi.gov ; Megan Hintz, megan.hintz@co.waupaca.wi.us; Amy Burmeister, amy.burmeister@washcowisco.gov; Karen Hauck, karen.hauck@eauclairecounty.gov ; Stacie Buchanan, stacie.buchanan@douglascountywi.gov ; Pam Weber, pam.weber@co.monroe.wi.us Scribe https://scribehow.com/scribe-ai Create training documentation Magic School https://www.magicschool.ai/ Education-focused AI tools Eduaide https://www.eduaide.ai/ Teaching tools Clockwise https://www.getclockwise.com/ Calendar optimization Fireflies.ai https://fireflies.ai Meeting transcription Otter.ai https://otter.ai Meeting notes & transcription Read.ai https://www.read.ai Meeting insights Fathom https://fathom.video Meeting recording & summaries *BOLD text indicates platforms used and recommended by workgroup ADRC & Aging Programs – AI Prompt Library AI Prompt Writing Guide (Quick Reference Chart) Component What It Means Examples Role (Act as) Tell the AI who it should be Instructor, Researcher, Project Manager, Facilitator, Presenter Task (Create a) What you want the AI to do Lesson, Summary, Blog draft, Proposal, Video script Output (Turn into) Format of the response Paragraph, Bulleted list, Spreadsheet, Graph, Slides Requirements (Be sure to) Specific instructions to guide quality Include/exclude details, number/length, steps, reading level, tone Example Prompt Using the Framework Act as a program coordinator. Create a short newsletter article. Turn it into a bulleted list. Be sure to keep it under 150 words and use a friendly tone. Universal Prompt Guidelines (Use When Appropriate) Include when relevant: • “Do not include or request any personally identifiable or health information. ” • “Keep all information general and not specific to any individual. ” • “Use neutral, non-directive language consistent with ADRC standards. ” • “Do not make eligibility determinations—provide general information only. ” Communication & Professional Writing Use for emails, letters, messaging, and tone refinement • “Revise the message below for clarity, flow, and a warm professional tone. Keep it concise. ” • “Rewrite this in plain language for a general audience. Remove jargon. ” • “Provide 3–5 variations of this message with slightly different tones. ” • “Help me word this message so it sounds supportive, respectful, and professional. ” ADRC 2030 AI Resource Workgroup, AI 101 Subcommittee, 4/10/26 Members: Sarah Zielke, szielke@chippewacountywi.gov ; Megan Hintz, megan.hintz@co.waupaca.wi.us; Amy Burmeister, amy.burmeister@washcowisco.gov; Karen Hauck, karen.hauck@eauclairecounty.gov ; Stacie Buchanan, stacie.buchanan@douglascountywi.gov ; Pam Weber, pam.weber@co.monroe.wi.us • “Turn these notes into a clear, professional summary. ” • “Create a voicemail or script explaining [topic] in a friendly, clear tone. ” • “Draft a participant or partner letter explaining [policy/update]. ” Public Information & Outreach Use for newsletters, flyers, social media, and education • “Write a Facebook post promoting [event/program] including date, time, location, and contact info. ” • “Create a simple, neutral explanation of what the ADRC does. ” • “Write a one-page overview of [program/service] for the public. ” • “Create a flyer explaining [topic] in clear, accessible language. ” • “Write alt text for this image for accessibility compliance. ” • “Create a community education post about [topic]. ” • “Generate an image concept or graphic to accompany this post. ” Program Administration & Documentation Use for policies, SOPs, and internal documentation • “Create a step-by-step procedure for staff to follow for [process]. ” • “Summarize this policy into a one-page, staff-friendly guide. ” • “Turn this content into a structured document with headings. ” • “Create a template for documenting [service/interactions]. ” • “Draft a standard operating procedure for [workflow]. ” • “Convert these notes into board-ready bullet points. ” Data, Reporting & Board Materials Use for leadership communication and analysis • “Summarize this information into key takeaways for leadership. ” • “Create an executive summary describing the impact of [program]. ” • “Turn this into concise, board-ready bullet points with key data. ” • “Explain this program or budget in a way that highlights key funding sources. ” • “Organize this data into trends or insights. ” Volunteer & Staff Support Use for managing people, expectations, and communication • “Write a volunteer thank-you message that feels personal and meaningful. ” • “Draft a message reinforcing expectations in a respectful but clear way. ” • “Create a volunteer recruitment message highlighting impact. ” • “Develop a training outline on [topic]. ” • “Create a short quiz to test staff understanding of [topic]. ” Direct Service Program Support Most applicable to aging or other direct service programs (Nutrition, Caregiver Support, Health Promotions, etc.) • “Explain program changes (like contributions or service updates) in a clear, supportive tone. ” • “Write a participant-friendly explanation of annual registration requirements. ” • “Create a transition announcement for a new service provider. ” • “Summarize the impact of these programs in 2–3 sentences. ” • “Develop messaging that explains program value vs. cost Accessibility & Inclusive Communication Use for inclusive reframing, ADA/WCAG compliance, and readability ADRC 2030 AI Resource Workgroup, AI 101 Subcommittee, 4/10/26 Members: Sarah Zielke, szielke@chippewacountywi.gov ; Megan Hintz, megan.hintz@co.waupaca.wi.us; Amy Burmeister, amy.burmeister@washcowisco.gov; Karen Hauck, karen.hauck@eauclairecounty.gov ; Stacie Buchanan, stacie.buchanan@douglascountywi.gov ; Pam Weber, pam.weber@co.monroe.wi.us • “Rewrite this content at a 4th–6th grade reading level. ” • “Create a document with proper headings and structure for accessibility (WCAG Level AA). ” • “Format this content with headings, bullet points, and clear structure. ” • “Simplify this document while maintaining accuracy. ” • “Help me reframe my message in inclusive language” Design & Content Creation (Canva / Visuals) Use for graphics, branding, and visuals • “Create a social media graphic concept for [event/topic] including branding colors. ” • “Generate an image to accompany this post with the following specs: [details]. ” • “Suggest layout and design ideas for a flyer or newsletter. ” • “Create a branded one-page visual explaining [program]. ” Planning, Strategy & Program Development Use for leadership thinking and innovation • “Suggest ways to improve efficiency in [workflow/process]. ” • “Brainstorm ideas to increase participation in [program]. ” • “Identify potential community partners for [service]. ” • “Create a task list for implementing a new initiative. ” • “Outline a plan for expanding or improving [program]. ” Editing, Refinement & Productivity Use for polishing and organizing work • “Make this more concise without losing key meaning. ” • “Organize this information into a clear structure with headings. ” • “Turn this into a checklist or step-by-step guide. ” • “Refine this to better match my tone and writing style. ” • “Review this for clarity and readability. ” Role-Specific Prompts ADRC Specialists (Information & Assistance) • “Explain [program/service] in plain language using neutral, non-directive language. ” • “Create a checklist of steps someone might take to access services. ” • “Provide a general call outline for discussing long-term care options. ” • “List open-ended questions to better understand general needs. ” • “Summarize how someone typically accesses long-term care in Wisconsin. ” Benefits Specialists (EBS/DBS) • “Explain the basics of Medicare in plain language. ” • “Explain SSDI vs. SSI in plain language. ” • “List common factors considered for disability benefits (no determinations). ” • “Create a general checklist for applying for ______ benefits. ” • “Explain the disability appeals process in simple terms. ” • “Draft a general follow-up email after a benefits consultation. ” • “Draft a letter summarizing documentation needed for verification from a client” Dementia Care Specialists (DCS) • “Explain common dementia-related behaviors in caregiver-friendly language. ” ADRC 2030 AI Resource Workgroup, AI 101 Subcommittee, 4/10/26 Members: Sarah Zielke, szielke@chippewacountywi.gov ; Megan Hintz, megan.hintz@co.waupaca.wi.us; Amy Burmeister, amy.burmeister@washcowisco.gov; Karen Hauck, karen.hauck@eauclairecounty.gov ; Stacie Buchanan, stacie.buchanan@douglascountywi.gov ; Pam Weber, pam.weber@co.monroe.wi.us • “Create a tip sheet for communicating with someone living with dementia. ” • “Provide general strategies for responding to resistance to care. ” • “Create a sample caregiver scenario and suggested approaches. ” • “List ways to reduce caregiver stress and burnout. ” Best Practices • Create an account to store your history and get better results over time • Always review and edit AI-generated content before use • Never include confidential or identifying information • Use AI to support—not replace—professional judgment • Adjust tone to match your natural voice (avoid “AI-sounding” output) • Correct Inconsistencies – both in your final product and clarify with the AI platform (for learning/retention for better future results) • Provide parameters for the task at hand to generate better results – Examples: use reputable sources and provide me a source list; my audience is _______; etc. Learning/Training Resources • Check with local libraries for possible programming or resources • Check with Local Technical College, some offer courses • Online Courses such as: https://app.coursiv.com/ • UW Extension AI forums: https://extension.wisc.edu/aiforums/ (limited dates) • Iowa State University ITS – Generative AI: https://go.iastate.edu/R3NXXB • ISU Extension and Outreach: o AI Use in the Workplace: https://go.iastate.edu/QSRYTR o Security Basics for AI (University of Iowa) https://go.iastate.edu/AHO5CJ o Responsible Use of AI (Harvard Business Review) https://go.iastate.edu/HKGSJP o DOMS Tool Selection Rubric (Philippa Hardman) https://go.iastate.edu/EEVHF8 1.6 M Savings generated by ADRC in 2025 through reduced hospital usage. Savings from ADRC = Savings from 30 Day Hospital Readmissions + Savings from ED Visits Cost of ADRC = Cost of ADRC operations. Return on Investment = (Savings from ADRC – Cost of ADRC) / (Cost of ADRC) Return on investment Every $ spend on ADRC services to people in the community produces an estimated net savings of $2.93 in hospital costs Senior Nutrition Program 19,005 Congregate Meals 18,217 Meals on Wheels Serving 1,505 people Volunteers 161 Unique Volunteers 9,297 Volunteer Hours Value of volunteer's time & in-kind giving $309,432.34 An entire year of meals on wheels is less expensive than a 3-day stay of long-term care or 1 day at a hospital. According to Department of Health Services a person interacts with an ADRC in Wisconsin every 60 seconds. Our Elder Benefit Specialist served 202 individuals during open enrollments. Reached an estimated 3,729 individuals through articles, social media and virtual classes Held 63 SHIP Events (Medicare presentation & Outreach events) reaching 326 consumers Welcome to Medicare recorded version is available on the ADRC website and had over 80 views of the training. 2025 ADRC Numbers C o m m u n i t y E n g a g e m e n t 4 7 0 N e w M e m b e r 1 . 5 0 5 S c h e d u l e d E v e n t s 3 0 , 4 6 0 C h e c k I n ’ s f o r a c t i v i t i e s & E v e n t s In 2025 the Disability Benefit Specialist had 13 approved appeals for SSDI (Social Security Disability Insurance) only 5 were approved in 2024. Caregiver Support Grants Helped Support= 23 individuals NFCSP- 11 individuals AFCSP- 9 Individuals 3B- 3individuals 92 Caregivers attended the Caregiver Conference There are 4 caregiver support groups offered around the county each month. Adult Protective Services Served 146 new clients in 2025 Served 87 Clients in 2024 A 65% increase between 2 yrs. Dementia Care Specialist Memory Screens Preformed =73 In the Spring and Fall of 2025 the DCSprovided 12 classesfor Learning in Retirement SPARK! Provided dementia appropriate activitiesto 101 individuals and their families. SPARK is an engagement program forindividuals with early-to-mid-stagedementia or memory loss and their carepartners. Held at museums, naturecenters, and cultural venues, sessionsoffer activities like art-making, music,and nature exploration to promoteconnection and quality of life. The DCS had 1,600 contacts Prevention Programs Prevent T2 Strong Bodies Stepping On Refraiming Aging Growing Connections WeCOPE & WeCOPE for Caregivers Planning Ahead Hormones and Aging Frauds and Scams Healthy Living with Chronic Pain Mind Over Matter Dice Approach Boost your Brain & Memory Stress Busters for Caregivers Powerful Tools for Caregivers 2025 ADRC Numbers ADRC Specialists averaged 280 unduplicated contacts a quarter 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 23 24 25 27 28 30 32 33 91 92 93 94 95 96 A W X Y Z AA AB AC UNIT 2025 Qtr 1 2025 Qtr 2 2025 Qtr 3 2025 Qtr 4 2025 TOTAL 2026 Qtr 1 2026 Qtr 2 Not finalized AGING & DISABILITY RESOURCE CENTER (ADRC) Total New memberships 100 148 100 122 470 79 149 Total participation-Activities and Events (check-ins)8035 7556 7950 6919 30460 7788 8290 Volunteer Hours (# of volunteers/hours) 118/3119 126/1900 134/1963 134/2095 134/9077 102/3000 I & A Contacts (incoming & outgoing calls, home visits, office visits) Consumers Served (As of 2025) 310 263 264 283 1120 313 422 Elder Benefits Specialist (EBS) - Cases Open/Active Consumers Consumers Served (As of 2025) 157 91 92 250 590 85 98 Disability Benefits Specialist (DBS) - Cases Open/Active Consumers Consumers Served (As of 2025) 88 79 76 94 337 115 Dementia Care Specialist (DCS) - Total Consumers 433 300 385 442 1560 316 694 Meals-Congregate Baileys Harbor 325 289 291 274 1179 309 376 Brussels Opened October 2018 - Closed as of 8/1/2025208 227 85 0 520 0 0 Liberty Grove 161 227 273 163 824 197 239 Sturgeon Bay 3741 3537 4635 3707 15620 3565 4098 Washington Island 175 204 263 224 866 158 283 Meals Congregate TOTAL 4610 4484 5547 4368 19009 4229 4996 Meals on Wheels Sturgeon Bay - MOW 3751 3411 3660 3118 13940 3553 3660 Brussels - MOW (folded into rural route as of 8/1/2025)140 121 17 0 278 0 0 Baileys Harbor - MOW 85 104 146 198 533 119 173 Liberty Grove - MOW - formerly Scand 483 386 215 177 1261 199 260 Washington Island - MOW 416 426 539 484 1865 456 629 Meals on Wheels TOTAL 4875 4448 4577 3977 17877 4327 4722 All meals TOTAL 9485 8932 10124 8345 36886 8556 9718 * Brussels congregate meal site closed as of 8/1/2025 HEALTH AND HUMAN SERVICES STATISTICS