Develop, facilitate and monitor all aspects of case management

Formats and tools

Unit Description
Reconstruct the unit from the xml and display it as an HTML page.
Assessment Tool
an assessor resource that builds a framework for writing an assessment tool
Assessment Template
generate a spreadsheet for marking this unit in a classroom environment. Put student names in the top row and check them off as they demonstrate competenece for each of the unit's elements and performance criteria.
Assessment Matrix
a slightly different format than the assessment template. A spreadsheet with unit names, elements and performance criteria in separate columns. Put assessment names in column headings to track which performance criteria each one covers. Good for ensuring that you've covered every one of the performance criteria with your assessment instrument (all assessement tools together).
Wiki Markup
mark up the unit in a wiki markup codes, ready to copy and paste into a wiki page. The output will work in most wikis but is designed to work particularly well as a Wikiversity learning project.
Evidence Guide
create an evidence guide for workplace assessment and RPL applicants
Competency Mapping Template
Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners. A template for developing assessments for a unit, which will help you to create valid, fair and reliable assessments for the unit, ready to give to trainers and students
Observation Checklist
create an observation checklist for workplace assessment and RPL applicants. This is similar to the evidence guide above, but a little shorter and friendlier on your printer. You will also need to create a seperate Assessor Marking Guide for guidelines on gathering evidence and a list of key points for each activity observed using the unit's range statement, required skills and evidence required (see the unit's html page for details)

Self Assessment Survey
A form for students to assess thier current skill levels against each of the unit's performance criteria. Cut and paste into a web document or print and distribute in hard copy.
Moodle Outcomes
Create a csv file of the unit's performance criteria to import into a moodle course as outcomes, ready to associate with each of your assignments. Here's a quick 'how to' for importing these into moodle 2.x
Registered Training Organisations
Trying to find someone to train or assess you? This link lists all the RTOs that are currently registered to deliver CHCCM503C, 'Develop, facilitate and monitor all aspects of case management'.
Google Links
links to google searches, with filtering in place to maximise the usefulness of the returned results
Reference books for 'Develop, facilitate and monitor all aspects of case management' on This online store has a huge range of books, pretty reasonable prices, free delivery in Australia *and* they give a small commission to for every purchase, so go nuts :)

Elements and Performance Criteria



1. Conduct case management meetings

1.1 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

1.2 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

1.3 Define and explore individual family and community needs and rights, and organisation responsibilities to assure the rights are protected for all concerned

2. Develop an appropriate approach to case management

2.1 Develop and utilise case management processes appropriate to implementing statutory requirements

2.2 Implement appropriate processes to facilitate client setting of goals and participation in case management processes

2.3 Integrate appropriate cultural considerations into all aspects of case management planning

2.4 Provide information on rights of appeal and avenues of complaint so client understands their rights

3. Develop an appropriate case management plan

3.1 Develop a case management plan to reflect initial assessment of needs

3.2 Identify the full range of appropriate immediate, short and long term needs of the client and other relevant parties

3.3 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

3.4 Establish processes for monitoring and changing case plan

3.5 Identify strategies to deal with complex or high risk situations

3.6 Match requirements of case plan to experience, workload and geographical location of worker

3.7 Focus plan on assisting clients to set and achieve realistic targets for change or action and to take personal responsibility

4. Manage case work activities and processes

4.1 Implement strategies to continually monitor the effectiveness of case management processes against agreed goals, relevant services and programs, client and stakeholder satisfaction

4.2 Assess the need for changes in case plan, including the need for ongoing intervention, and develop strategies for alternatives as appropriate

4.3 Successfully negotiate with relevant parties, any proposed changes arising from case review

4.4 Utilise processes for case closure as appropriate, to comply with organisation procedures

Qualifications and Skillsets

CHCCM503C appears in the following qualifications:

  • CHC52008 - Diploma of Community Services (Case management)
  • CHC51208 - Diploma of Child, Youth and Family Intervention
  • CHC40708 - Certificate IV in Community Services Work
  • CHC51408 - Diploma of Youth Work
  • CHC51908 - Diploma of Relationship Education
  • CHC51608 - Diploma of Employment Services
  • CHC50608 - Diploma of Community Services Work
  • CHC42508 - Certificate IV in Community Services (Information, advice and referral)
  • CHC52108 - Diploma of Community Services (Financial counselling)
  • CHC51708 - Diploma of Counselling
  • CHC51808 - Diploma of Family Intake and Support Work
  • CHC50808 - Diploma of Social Housing
  • CHC50708 - Diploma of Community Development
  • CHC51508 - Diploma of Youth Justice
  • CHC50108 - Diploma of Disability
  • CHC42408 - Certificate IV in Relationship Education
  • PSP50904 - Diploma of Government (Injury Management
  • HLT61307 - Advanced Diploma of Aboriginal and/or Torres Strait Islander Primary Health (Community Care)
  • HLT61107 - Advanced Diploma of Nursing (Enrolled/Division 2 nursing)
  • HLT52207 - Diploma of Aboriginal and/or Torres Strait Islander Primary Health (Community Care)

And the skillsets: