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Chapter One
National Skill Set for Effective Case Management Workbook
2. Care Planning and Goal Setting
Unskilled
Standard 1A – 1G, Standard 2A – 2F
CM does not take time to explain or clarify Client’s understanding [S1A]
CM cannot demonstrate how Client feedback was sought [S1A]
CM is unable to demonstrate the process of utilising available information including previous assessments/referrals
[S1B]
CM does not discuss the priority areas identified from assessment with the Client [S1C]
CM practises outside of professional scope or job role [S1C]
The care plan developed by the CM and Client does not reflect the information gathered [S1C]
CM does not comply with agency/ program guidelines [S1D]
CM does not communicate identified risks and management strategies to Client [S1E]
CM does not respect a Client’s right to the voluntary assumption of risk when the Client is competent to make this
decision [S1E]
CM does not individualise communication to suit the Client’s special needs [S1F]
CM does not document they have discussed program information with the Client [S1F]
Documentation by CM does not demonstrate ongoing person centred planning in consultation with the Client and key
stakeholders [S1G]
Inadequate documentation by CM of Client goals [S1G]
CM is unaware of the Client’s quality of life to assist in needs identification and planning [S1G]
Documentation by CM does not demonstrate communication of disengagement parameters to Client [S1H]
CM does not source or provide information to the Client [S2A]
CM is unable to demonstrate either knowledge of services or a strategy to determine appropriateness of services [S2A]
CM cannot demonstrate research into local networks and new services [S2A]
No evidence Client is involved in the decision making [S2A]
CM documentation does not demonstrate Client driven initiative or decision making [S2B]
CM does not discuss barriers or options with Client [S2C]
CM not aware of any barriers [S2C]
CM does not prepare Client for barriers [S2C]
CM does not utilise supports. CM has no knowledge of program/ agency guidelines [S2C]
CM identifies barriers but is unable to identify avenues to eliminate/ minimise effects of barriers [S2C]
CM does not liaise with agency/key stakeholders over their risk concerns [S2C]
Care plan developed by CM with focus only on the available financial resources and not the Client’s goals and needs
(including individual, diverse and/or special needs) [S2D]
CM is unable to justify rationale for expenditure of resources in relation to care plan and agreed goals [S2D]
CM does not maintain accurate records [S2D]
CM is unable to demonstrate financial management of budget to meet Client goals within the budgetary constraints
[S2D]
Alternative sources of funding are identifiable but no application has been made by the CM [S2D]
CM does not discuss or disclose financial limitations of care plan [S2D]
CM does not discuss privately paid options available to Client to procure additional services outside of the care plan
[S2D]
No comprehensive assessment is completed by CM. There is no demonstrable link between the Client’s goals and the
CM’s assessment [S2E]
CM is unable to explain how goal setting and review processes were discussed with Client [S2E]