© 2013 National Standards of Practice for Case Management


Purpose of the Self Assessment Framework (SAF) TheSelfAssessmentFrameworkhasbeendevelopedfortheCaseManagertoreview,measureandassesstheirprofessional practice, performance and compliance against the CMSA National Standards of Practice for Case Management (i.e. the National benchmark in excellence and best practice standards for Case Managers in Australia). The Self Assessment Framework, in conjunction with the Standards and the CMSA National Code of Ethics for Case Management, promotes discussion and conformity with best practice standards within the profession of case management. Structure of the Self Assessment Framework (SAF) The Self Assessment Framework lists the guiding principles for each of the Standards and describes the practices and evidence that Case Managers must be able to produce to demonstrate their level of practice. The Self Assessment Framework accommodates for variances in programs/settings which may present obstacles that prevent the Case Manager from achieving the satisfactory level. The Self Assessment Framework challenges Case Managers to locate examples of their practice (i.e. scenarios, case studies, documentations and observed practices) to meet the various practice levels within the Self Assessment Framework. The levels within the Self Assessment Framework are cumulative. There is a logical level of performance between substantive, good, satisfactory and not satisfactory. The limited number of items at the good and substantive levels is indicative of the expectation that Case Managers must perform a broad and deep level of practice to fulfil the role.

Substantive achievement

substantive level of practise often working at a systemic level

Good achievement

incremental level of practice above the fundamental level representing a broader level of practice development


fundamental level of practice desired

Below satisfactory

practice not acceptable to comply with the National Standards for Case Managers and warrants further investigation of practise development

Not applicable

not relevant to the program the Case Manager operates within






Application of the Self Assessment Framework (SAF) The CMSA recommends: • The Self Assessment Framework is completed at least annually (i.e. once a year) or more often as identified (i.e. performance management); • The Self Assessment Framework is undertaken in a formal practice setting (i.e. the workplace); • The Self Assessment Framework is completed prior to an annual performance review to assist in the identification of any future professional practice development and education requirements of the Case Manager; and • The process is supported by the Case Manager’s employer, supervisor and/or mentor (as applicable) who provides professional instruction and guidance to the Case Manager. Self Assessment The Case Manager undertakes the Self Assessment Framework by reading across the page from left to right in rows (rather than down the page in columns). Boxes in the same row are shaded the same, making it easy to identify the

practice requirements. Verified Assessment

The Self Assessment Framework provides the opportunity for a further level of rigour whereby the Case Manager’s self assessment is critiqued by an independent person (i.e. supervisor and/or mentor) who checks the examples of evidence against the criteria defined. This level of assessment enables the Case Manager to receive feedback of their professional performance and practice compliance and allows for the identification and/or verification of areas for improvement and/ or professional development.

13 National Standards of Practice for Case Management

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