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Steps to Success


  1. Orientation: The collection of general information and a surface level needs assessment as the first step in determining eligibility and suitability.
  2. Intake: The in-depth interview to retrieve information in preparation for making a program enrollment decision.

  3. Needs Assessment: The in-depth analysis of information gained during intake for the purpose of insuring eligibility and suitability. Documenting major needs and concerns.

  4. Case Staffing: Enrollment decisions are made during this phase when eligibility and suitability; issues are fully determined.

  5. Enrollment/Referral: Process by which the case plan is designed for action by the client and case manager.

  6. Case Plan: Listing of short-term objectives and long-term goals; Action steps, benchmarks, client and case manager responsibilities.

  7. Case Management/Service Delivery: Implementation of programmatic services that lead to social and economic self-sufficiency.

ESR’s self-reliance programs meet clients where they are in their lives, and provide education and resources to help them overcome obstacles to become self-reliant. Case managers at ESR offer counseling that addresses a wide variety of life circumstances, helping clients learn to recognize and make good choices as they are faced with difficulties (or windfalls!). Counseling includes but is not limited to education options, preparing for employment improvement (job readiness), budgeting, stable and appropriate housing options, financial literacy and personal/emotional support. ESR offers social and cultural activities to facilitate client engagement in the community.

ESR’s programs provide holistic support for people who want to rise above poverty and break the cycle of generational poverty. This means working with the whole household or family. ESR looks at the whole picture to understand what success, stability, and upward mobility look like to that household. Then ESR tailors emotional, social, educational, and financial resources to fit the needs and goals of the client. However, clients are held accountable for their own progress, as well.

New Century IDA

Assists individuals and families in Forsyth County become more financially stable and build assets that will continue to grow in value become first-time homeowners or enhance your small business. You’ll receive economic literacy training and support.

Forsyth Free Tax

Prepares basic tax returns each year during the tax season for low-income residents, its clients and general public. Taxes are prepared and electronically filed by trained volunteers at a variety of local sites.


Designed to help low-income working households to escape poverty, increase their standard of living and their social and economic self-reliance. You can expect one-on-one counseling to help meet your goals.

Empowerment Series

Our goal is to provide financial literacy sessions that fit your needs and schedule. Sessions will challenge, teach, and prepare you for the future.

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