• CHCCM503C - Develop, facilitate and monitor all aspects of case management

Assessor Resource

CHCCM503C
Develop, facilitate and monitor all aspects of case management

Assessment tool

Version 1.0
Issue Date: April 2024


This unit may apply to work in a range of community service contexts

This unit describes the knowledge and skills required to facilitate all aspects of case planning

You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)

Prerequisites

Not Applicable


Employability Skills

This unit contains Employability Skills




Evidence Required

List the assessment methods to be used and the context and resources required for assessment. Copy and paste the relevant sections from the evidence guide below and then re-write these in plain English.

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.

Critical aspects for assessment and evidence required to demonstrate this unit of competency:

The individual being assessed must provide evidence of specified essential knowledge as well as skills

This unit of competence will be most appropriately assessed in the workplace or in a simulated workplace and under the normal range of workplace conditions

Assessment may be conducted over one or more occasions and should include all aspects of case planning with a range of clients

Access and equity considerations:

All workers in community services should be aware of access, equity and human rights issues in relation to their own area of work

All workers should develop their ability to work in a culturally diverse environment

In recognition of particular issues facing Aboriginal and Torres Strait Islander communities, workers should be aware of cultural, historical and current issues impacting on Aboriginal and Torres Strait Islander people

Assessors and trainers must take into account relevant access and equity issues, in particular relating to factors impacting on Aboriginal and/or Torres Strait Islander clients and communities

Context of and specific resources for assessment:

This unit can be assessed independently, however holistic assessment practice with other community services units of competency is encouraged

Resources required for assessment include access to:

an appropriate workplace where assessment can take place or simulation of realistic workplace setting

Method of assessment:

Assessment may include observation, questioning and evidence gathered from the workplace environment


Submission Requirements

List each assessment task's title, type (eg project, observation/demonstration, essay, assingnment, checklist) and due date here

Assessment task 1: [title]      Due date:

(add new lines for each of the assessment tasks)


Assessment Tasks

Copy and paste from the following data to produce each assessment task. Write these in plain English and spell out how, when and where the task is to be carried out, under what conditions, and what resources are needed. Include guidelines about how well the candidate has to perform a task for it to be judged satisfactory.

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:

Behaviour change models and practices

Organisation procedures and standards

Formal meeting processes

Relevant policy, procedures, legislation and statutory mandates

Cultural protocols and systems

Family structure, dynamics, communication and decision-making

Relevant documentation protocols

Range of available services

Essential skills:

It is critical that the candidate demonstrate the ability to:

Access and use a range of family and community resources

Identify and gain agreement on role boundaries

Facilitate groups and support participants to engage in information sharing and planning

Apply organisation statutory and legislative requirements

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:

Demonstrate application of skills in:

Planning, decision-making and goal setting

Managing group dynamics

Conflict resolution, negotiation and (where required) mediation techniques

Defining boundaries

Planning and goal setting

Facilitation

Assertion

High level writing skills

Interpersonal and communication

Supervision and delegation where appropriate to job role

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.

The contexts for facilitation of information sharing and planning include:

All formal processes included in case management e.g. case conferences, case review meetings, formal briefings on client progress

Evaluating ongoing implementation includes:

Monitoring case plan implementation

Facilitating review activities and feedback from workers on progress of intervention

Liaison with service providers, clients, significant others

Advising on how case plans can be modified, ensuring that changes are communicated appropriately

Complex or high risk situations are to be defined as:

Life threatening/high risk situations

Cases where at least three of the following factors are combined:

serious/sustained abuse

multiple difficulties present in family

intellectual or psychiatric disability

chronic and serious drug addiction affecting individuals capacity

Where a wide range of other agencies are involved, e.g. community services, legal, medical and police agencies

Where involvement of protective and custodial agencies with the family has been over a lengthy and sustained period

When age of the client creates special considerations

Cases with high public/political sensitivity requiring sensitive and experienced case investigation and management

Negotiate actions includes:

Gaining agreement on course of actions, goal setting, milestone setting and agreement, timeline setting, establishment of review points in case plan

Copy and paste from the following performance criteria to create an observation checklist for each task. When you have finished writing your assessment tool every one of these must have been addressed, preferably several times in a variety of contexts. To ensure this occurs download the assessment matrix for the unit; enter each assessment task as a column header and place check marks against each performance criteria that task addresses.

Observation Checklist

Tasks to be observed according to workplace/college/TAFE policy and procedures, relevant legislation and Codes of Practice Yes No Comments/feedback
Facilitate information sharing with the client by establishing an appropriate rapport with the client and implementing appropriate procedures including: 
 
 
 
Identify and agree boundaries and processes within service delivery, including: 
 
 
 
 
 
Define and explore individual family and community needs and rights, and organisation responsibilities to assure the rights are protected for all concerned 
Develop and utilise case management processes appropriate to implementing statutory requirements 
Implement appropriate processes to facilitate client setting of goals and participation in case management processes 
Integrate appropriate cultural considerations into all aspects of case management planning 
Provide information on rights of appeal and avenues of complaint so client understands their rights 
Develop a case management plan to reflect initial assessment of needs 
Identify the full range of appropriate immediate, short and long term needs of the client and other relevant parties 
Develop action plans to reflect: 
 
 
 
 
 
 
Establish processes for monitoring and changing case plan 
Identify strategies to deal with complex or high risk situations 
Match requirements of case plan to experience, workload and geographical location of worker 
Focus plan on assisting clients to set and achieve realistic targets for change or action and to take personal responsibility 
Implement strategies to continually monitor the effectiveness of case management processes against agreed goals, relevant services and programs, client and stakeholder satisfaction 
Assess the need for changes in case plan, including the need for ongoing intervention, and develop strategies for alternatives as appropriate 
Successfully negotiate with relevant parties, any proposed changes arising from case review 
Utilise processes for case closure as appropriate, to comply with organisation procedures 

Forms

Assessment Cover Sheet

CHCCM503C - Develop, facilitate and monitor all aspects of case management
Assessment task 1: [title]

Student name:

Student ID:

I declare that the assessment tasks submitted for this unit are my own work.

Student signature:

Result: Competent Not yet competent

Feedback to student

 

 

 

 

 

 

 

 

Assessor name:

Signature:

Date:


Assessment Record Sheet

CHCCM503C - Develop, facilitate and monitor all aspects of case management

Student name:

Student ID:

Assessment task 1: [title] Result: Competent Not yet competent

(add lines for each task)

Feedback to student:

 

 

 

 

 

 

 

 

Overall assessment result: Competent Not yet competent

Assessor name:

Signature:

Date:

Student signature:

Date: