This unit describes the skills and knowledge required to work collaboratively with clients to plan and make informed decisions for ongoing provision of services and resources aimed at maximising and enhancing their independence and quality of life.
Workers at this level will demonstrate autonomy, well-developed judgement, adaptability and responsibility and are typically already experienced in working intensively with clients with complex and diverse needs.
This unit applies to work in a broad range of health and community service sector contexts where a high level of collaborative planning skills and knowledge is required to develop a plan based on needs that have been pre-determined in an assessment processes.
The skills in this unit must be applied in accordance with Commonwealth and State/Territory legislation, Australian/New Zealand standards and industry codes of practice.
You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)
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.
ELEMENT
PERFORMANCE CRITERIA
Elements define the essential outcomes.
Performance criteria specify the level of performance needed to demonstrate achievement of the element.
1. Undertake planning to address identified client needs and goals
1.1 Collaborate with the client to identify realistic and relevant goals as a basis for planning
1.2 Plan with the client preferences for addressing identified goals and needs and document in line with organisation requirements
1.3 Build on client’s strengths and abilities to address the needs identified in the plan
1.4 Recognise and respect the client's right to self-determination within legal parameters
1.5 Support the client to make informed decisions regarding their plan that reflect understanding of their current situation, likely future situation and ensuing needs
1.6 Investigate range of options available to address client-identified needs and achieve their goals
1.7 In conjunction with client, structure a range of services in a manner that builds on and strengthens natural supports
1.8 Devise alternative strategies to meet identified client needs when specific services are not available
1.9 Provide the client with cost details and work with them to ensure plan is sustainable in relation to costs, access and availability
1.10 Identify work health and safety (WHS) risks and plan for their management
1.11 Write plan in the client’s own words that clearly identify all tasks and who is responsible for performing them
2. Collaborate with others to develop and communicate plan
2.1 Work in collaboration with appropriate professionals and organisations to provide services to maximise the client's potential for achieving their goals and needs
2.2 Explain roles, rights and responsibilities of client and service providers and ensure they are clearly written into the plan
2.3 Maximise involvement of the client and other relevant people in planning processes and decision making
2.4 Consult and coordinate with other service providers to plan for complex situations
2.5 Establish and maintain communication strategy and processes to ensure effective implementation of the plan
2.6 Share information between organisations and support maintenance of updated information to all organisations involved
3. Respond appropriately to diversity
3.1 Confirm planning for culturally and linguistically diverse (CALD) and Aboriginal and/or Torres Strait Islander clients is culturally sensitive and appropriate
3.2 Provide appropriate interpreter support in line with organisation protocols
3.3 Work in conjunction with ethno-specific and multicultural organisations and Aboriginal and/or Torres Strait Islander communities and organisations by involving representatives in the planning processes, according to client’s needs
4. Respond appropriately to clients with different levels of need including those with complex needs
4.1 Facilitate access to planning for clients in complex situations or with different levels of need
4.2 Maintain and promote inter-organisation relationships and agreements to address the client, their family and/or carer needs
4.3 Include in the plan opportunities to build on the client's strengths and motivation to improve their quality of life
5. Monitor implementation of client plan
5.1 Regularly monitor planned services, support and resources against client-identified goals to ensure effective implementation of their plan
5.2 Communicate with client to support disclosure of information in regard to delivery of services and resources in line with their plan
5.3 Maintain collaborative relationships with clients, carers, their natural supports and other service providers
5.4 Identify any problems with plan implementation promptly and make adjustment as necessary to best meet the client's needs and preferences
5.5 Adjust the plan as necessary following reassessment of risks and needs
5.6 Document and report any variations to the plan in line with organisation requirements and communication strategy
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.
ELEMENT
PERFORMANCE CRITERIA
Elements define the essential outcomes.
Performance criteria specify the level of performance needed to demonstrate achievement of the element.
1. Undertake planning to address identified client needs and goals
1.1 Collaborate with the client to identify realistic and relevant goals as a basis for planning
1.2 Plan with the client preferences for addressing identified goals and needs and document in line with organisation requirements
1.3 Build on client’s strengths and abilities to address the needs identified in the plan
1.4 Recognise and respect the client's right to self-determination within legal parameters
1.5 Support the client to make informed decisions regarding their plan that reflect understanding of their current situation, likely future situation and ensuing needs
1.6 Investigate range of options available to address client-identified needs and achieve their goals
1.7 In conjunction with client, structure a range of services in a manner that builds on and strengthens natural supports
1.8 Devise alternative strategies to meet identified client needs when specific services are not available
1.9 Provide the client with cost details and work with them to ensure plan is sustainable in relation to costs, access and availability
1.10 Identify work health and safety (WHS) risks and plan for their management
1.11 Write plan in the client’s own words that clearly identify all tasks and who is responsible for performing them
2. Collaborate with others to develop and communicate plan
2.1 Work in collaboration with appropriate professionals and organisations to provide services to maximise the client's potential for achieving their goals and needs
2.2 Explain roles, rights and responsibilities of client and service providers and ensure they are clearly written into the plan
2.3 Maximise involvement of the client and other relevant people in planning processes and decision making
2.4 Consult and coordinate with other service providers to plan for complex situations
2.5 Establish and maintain communication strategy and processes to ensure effective implementation of the plan
2.6 Share information between organisations and support maintenance of updated information to all organisations involved
3. Respond appropriately to diversity
3.1 Confirm planning for culturally and linguistically diverse (CALD) and Aboriginal and/or Torres Strait Islander clients is culturally sensitive and appropriate
3.2 Provide appropriate interpreter support in line with organisation protocols
3.3 Work in conjunction with ethno-specific and multicultural organisations and Aboriginal and/or Torres Strait Islander communities and organisations by involving representatives in the planning processes, according to client’s needs
4. Respond appropriately to clients with different levels of need including those with complex needs
4.1 Facilitate access to planning for clients in complex situations or with different levels of need
4.2 Maintain and promote inter-organisation relationships and agreements to address the client, their family and/or carer needs
4.3 Include in the plan opportunities to build on the client's strengths and motivation to improve their quality of life
5. Monitor implementation of client plan
5.1 Regularly monitor planned services, support and resources against client-identified goals to ensure effective implementation of their plan
5.2 Communicate with client to support disclosure of information in regard to delivery of services and resources in line with their plan
5.3 Maintain collaborative relationships with clients, carers, their natural supports and other service providers
5.4 Identify any problems with plan implementation promptly and make adjustment as necessary to best meet the client's needs and preferences
5.5 Adjust the plan as necessary following reassessment of risks and needs
5.6 Document and report any variations to the plan in line with organisation requirements and communication strategy
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
Collaborate with the client to identify realistic and relevant goals as a basis for planning
Plan with the client preferences for addressing identified goals and needs and document in line with organisation requirements
Build on client’s strengths and abilities to address the needs identified in the plan
1.4 Recognise and respect the client's right to self-determination within legal parameters
Support the client to make informed decisions regarding their plan that reflect understanding of their current situation, likely future situation and ensuing needs
Investigate range of options available to address client-identified needs and achieve their goals
In conjunction with client, structure a range of services in a manner that builds on and strengthens natural supports
Devise alternative strategies to meet identified client needs when specific services are not available
Provide the client with cost details and work with them to ensure plan is sustainable in relation to costs, access and availability
Identify work health and safety (WHS) risks and plan for their management
Write plan in the client’s own words that clearly identify all tasks and who is responsible for performing them
2.1 Work in collaboration with appropriate professionals and organisations to provide services to maximise the client's potential for achieving their goals and needs
Explain roles, rights and responsibilities of client and service providers and ensure they are clearly written into the plan
Maximise involvement of the client and other relevant people in planning processes and decision making
Consult and coordinate with other service providers to plan for complex situations
Establish and maintain communication strategy and processes to ensure effective implementation of the plan
Share information between organisations and support maintenance of updated information to all organisations involved
Confirm planning for culturally and linguistically diverse (CALD) and Aboriginal and/or Torres Strait Islander clients is culturally sensitive and appropriate
Provide appropriate interpreter support in line with organisation protocols
Work in conjunction with ethno-specific and multicultural organisations and Aboriginal and/or Torres Strait Islander communities and organisations by involving representatives in the planning processes, according to client’s needs
Facilitate access to planning for clients in complex situations or with different levels of need
Maintain and promote inter-organisation relationships and agreements to address the client, their family and/or carer needs
4.3 Include in the plan opportunities to build on the client's strengths and motivation to improve their quality of life
Regularly monitor planned services, support and resources against client-identified goals to ensure effective implementation of their plan
Communicate with client to support disclosure of information in regard to delivery of services and resources in line with their plan
Maintain collaborative relationships with clients, carers, their natural supports and other service providers
5.4 Identify any problems with plan implementation promptly and make adjustment as necessary to best meet the client's needs and preferences
Adjust the plan as necessary following reassessment of risks and needs
Document and report any variations to the plan in line with organisation requirements and communication strategy
Forms
Assessment Cover Sheet
CHCCSM001 - Facilitate goal directed planning
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
CHCCSM001 - Facilitate goal directed planning
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