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Elements and Performance Criteria

Conduct case management meetings
- Facilitate information sharing with the client by establishing an appropriate rapport with the client and implementing appropriate procedures including:
establish purpose, objectives and agenda of the meeting
facilitate discussion
resolve conflict where relevant
identify, negotiate and record outcomes
- Identify and agree boundaries and processes within service delivery, including:
rights, roles, responsibilities, decision-making processes, accountability and outcomes
ways of addressing experience, skills, values and development of participant
impact of statutory mandates on interventions, the client and significant others
the impact of value systems of worker, client and key stakeholders on outcomes
information sharing and planning
appropriate conflict resolution techniques to be employed
- Define and explore individual family and community needs and rights, and organisation responsibilities to assure the rights are protected for all concerned
Develop an appropriate approach to case management
- 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 an appropriate case management plan
- 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:
integration of expertise of relevant stakeholders and other service deliverers
negotiated and agreed goals and operational processes
a range of strategies to address each goal and to maximise participation in plan
appropriate resource allocation
agreed responsibility for delivery
realistic and agreed indicators of success
rights and responsibilities of client
- 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
Manage case work activities and processes
- 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

Required Skills

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 decisionmaking

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 decisionmaking and goal setting

Managing group dynamics

Conflict resolution negotiation and where required mediation techniques

Defining boundaries

Planning and goal setting

High level writing skills

Interpersonal and communication

Supervision and delegation where appropriate to job role

Evidence Required



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 andor 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

Range Statement



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