Modification History
Not Applicable
Unit Descriptor
Descriptor |
This unit describes the knowledge and skills required to develop a case management plan to address specific client needs |
Application of the Unit
Application |
This unit may apply to work in a range of community service contexts |
Licensing/Regulatory Information
Not Applicable
Pre-Requisites
Not Applicable
Employability Skills Information
Employability Skills |
This unit contains Employability Skills |
Elements and Performance Criteria Pre-Content
Elements define the essential outcomes of a unit of competency. |
The Performance Criteria specify the level of performance required to demonstrate achievement of the Element. Terms in italics are elaborated in the Range Statement. |
Elements and Performance Criteria
ELEMENT |
PERFORMANCE CRITERIA |
1. Develop a case management plan |
1.1 Assess client needs in accordance with organisation procedures 1.2 Collect information on a range of suitable interventions to address immediate, short and longer term needs of clients 1.3 Undertake appropriate consultation with stakeholders to ensure issues and options for their resolution are explored thoroughly 1.4 Negotiate and agree common goals, objectives and processes with clients and stakeholders to ensure needs are addressed with statutory and organisation frameworks 1.5 Explore a full range of options for addressing client and stakeholder needs and include in case management plan 1.6 Ensure processes for monitoring achievement of goals, timeframes and resourcing are agreed in the planning stage 1.7 Define roles, responsibilities and accountabilities for clients, stakeholders, workers and service providers 1.8 Negotiate and agree processes for appeal and for the termination and/or renegotiation of intervention and include in the plan 1.9 Identify relevant family, community, cultural and ideological considerations and address in the case plan |
2. Define plan implementation procedures |
2.1 Implement practical arrangements to support clients and stakeholders 2.2 Define negotiable and non negotiable aspects of the intervention and implement processes to ensure they are maintained 2.3 Negotiate and agree ongoing case management processes with clients and stakeholders 2.4 Where appropriate, develop and agree contracts with external service providers and accurately reflect timing and resourcing constraints 2.5 Implement procedures to ensure information sharing between key stakeholders is facilitated 2.6 Implement procedures to ensure progress of specialist client service delivery is monitored in accordance with agreed procedures, against defined performance indicators 2.7 Define, and implement where necessary, procedures to deal with crisis situations |
3. Establish review and evaluation systems |
3.1 Negotiate case plan with supervisor 3.2 Set up appropriate evaluation processes for ongoing implementation of the plan 3.3 Complete all relevant reporting procedures in accordance with organisation requirements |
Required Skills and Knowledge
REQUIRED SKILLS AND KNOWLEDGE |
This describes the essential skills and knowledge and their level required for this unit. |
Essential knowledge : The candidate must be able to demonstrate essential knowledge required to effectively do the task outlined in elements and performance criteria of this unit, manage the task and manage contingencies in the context of the identified work role These include knowledge of:
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Essential skills : It is critical that the candidate demonstrate the ability to:
In addition, the candidate must be able to effectively do the task outlined in elements and performance criteria of this unit, manage the task and manage contingencies in the context of the identified work role These include the ability to:
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Evidence Guide
EVIDENCE GUIDE |
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The evidence guide provides advice on assessment and must be read in conjunction with the Performance Criteria, Required Skills and Knowledge, the Range Statement and the Assessment Guidelines for this Training Package. |
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Critical aspects for assessment and evidence required to demonstrate this unit of competency : |
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Access and equity considerations : |
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Context of and specific resources for assessment : |
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Method of assessment : |
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Range Statement
RANGE STATEMENT |
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The Range Statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Add any essential operating conditions that may be present with training and assessment depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts. |
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The contexts for establishing a case plan could include : |
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Establishment of a case plan will be carried out within requirements established by : |
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Resources include : |
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Skill development includes : |
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Information may include : |
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Considerations may include : |
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Procedures to deal with crisis situations include : |
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Unit Sector(s)
Not Applicable