© 2013 National Standards of Practice for Case Management

STANDARD 2 – PLANNING

2B Develop Clients decision-making abilities to foster personal growth and independence.

SATISFACTORY

BELOW SATISFACTORY

CM documentation demonstrates increasing self autonomy of Client decisions and initiative in the instigation of actions to achieve goals.

CM documentation does not demonstrate Client driven initiative or decision making.

CM can give examples of services the Client has arranged independent of the CM.

CM is unable to provide examples of services that the Client has arranged independent of the CM for themselves.

Documentation by CM demonstrates referral of Client to appropriate services to facilitate increased independence.

The CM cannot provide documentation to show that they have made/discussed referrals to appropriate services to facilitate independence.

Self Assessment

Satisfactory

Below satisfactory

Verified Assessment

Satisfactory

Below satisfactory

2C Evaluate any barriers that may restrict the Client’s ability to meet the expected goal and determine strategies to minimise the impact of barriers.

BELOW SATISFACTORY

GOOD ACHIEVEMENT SATISFACTORY

NOT APPLICABLE

CM and Client discuss and document any barriers, including resource availability, and agree on potential options to manage these. CM follows program agency guidelines regarding resolution of conflict around barriers to service and utilises supports available. CM demonstrates avenues of initiative and collaboration with key stakeholders for the removal of barriers (within individual local level). CM advocates on Client’s behalf to find solutions for program/agency concerns regarding risk.

CM does not discuss barriers or options with Client. CM not aware of any barriers. CM does not prepare Client for barriers.

CM does not utilise supports. CM has no knowledge of program/ agency guidelines.

CM can demonstrate action at a systemic level to remove barriers.

CM identifies barriers but is unable to identify avenues to eliminate/ minimise effects of barriers.

CM has identified that no barriers exist.

CM does not liaise with agency/key stakeholders over their risk concerns.

Self Assessment

Good achievement

Satisfactory

Below satisfactory

Not applicable

Verified Assessment

Good achievement

Satisfactory

Below satisfactory

Not applicable

20 National Standards of Practice for Case Management