Annex Initiative Consulting Services

•  Program Design – Custom-built frameworks to align with your agency’s mission and regulatory requirements.
• Challenging Behavior Training – Comprehensive guidelines for managing and supporting individuals with behavioral needs.

•  Employee Handbook – Clear policies and expectations to support a strong, informed workforce.
• Employee Onboarding Documents – Everything needed to properly integrate new team members into your agency.

•  Client Face Sheet – Key client information at a glance.
• Schedule Agreement – Structured scheduling guidelines for services.
• Consent for Treatment & Release Forms – Ensuring proper authorization for care and information sharing.
• Client Rights & Grievance Procedure – Educating and protecting clients in accordance with legal and ethical standards.
• Admission Agreement & New Client Orientation – Seamless onboarding for individuals entering your programs.
• Intake Packet – Comprehensive documentation for new clients.
• ILS Report – Individualized reports for Independent Living Services.
• Emergency/After-Hours Communication & Procedures – Policies to ensure safety and proper crisis management.
• Participation Agreement – Defining expectations for clients and service providers.

•   Vendor Fair Presentation Training – Helping agencies effectively showcase their services.

 Our consulting services are designed to reduce administrative burdens, ensure compliance with state and federal regulations, and create a well-structured, efficient agency. Whether you need one-time document creation, policy revisions, or ongoing support, we’re here to help!