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National Standards of Practice for Case Management
SUBSTANTIVE
ACHIEVEMENT
GOOD ACHIEVEMENT SATISFACTORY
BELOW
SATISFACTORY
Documentation by
CM demonstrates the
provision of information
(both internal and
external to the program)
by the CM to the Client.
CM does not source or
provide information to the
Client.
CM can demonstrate
knowledge of available
services which are
appropriate to Client
goals.
CM is unable to
demonstrate either
knowledge of services or
a strategy to determine
appropriateness of
services.
CM researches national and
international networks and
new services to enhance the
Case Manager’s knowledge
of services and supports to
achieve Client outcomes.
CM researches statewide
networks and new
services to enhance
the CM’s knowledge of
services and supports to
achieve Client outcomes.
CM researches local and
regional networks and
new services to enhance
the CM’s knowledge of
services and supports to
achieve Client outcomes.
CM cannot demonstrate
research into local
networks and new
services.
CM documentation shows
ongoing discussion
with Client regarding
service options including
eligibility requirements
for any supports.
No documentation.
No evidence Client is
involved in the decision
making.
2A
Support Clients to make informed decisions through the provision of information and available options
regarding an identified need.
STANDARD 2 – PLANNING
Self Assessment
Substantive achievement
Good achievement
Satisfactory
Below satisfactory
Verified Assessment
Substantive achievement
Good achievement
Satisfactory
Below satisfactory