Profession
Needs identification, referral preparation, service navigation and case review tools for community-based casework.
Casework often means helping people move through complicated systems. These resources support practical casework tasks: identifying needs, preparing warm referrals, mapping services, solving practical problems and planning reviews, transitions and exits.
They suit community services, homelessness services, family support and other casework settings.
Scope: Practical casework tools. Follow your organisation's consent, privacy and risk procedures.
Free to download
Start with these free resources for community services and case workers. No membership needed.
For Community services and case workers
A checklist for exploring housing options with clients, from crisis and transitional accommodation to social, community and private rental, with eligibility, documents and next…
Housing and practical stability · Service navigation
For Community services and case workers
A short, accessible feedback survey for community services, asking about respect, being listened to, getting help, ease of access and suggestions, with an anonymous…
Client engagement · Feedback and complaints
For Community services and case workers
A plain-language explainer for clients starting case management, covering what case management is, what to expect from your worker, your role, privacy, feedback and…
Case management · Client rights and responsibilities
For Community services and case workers
A worksheet for listing debts and sorting them into priority and non-priority, so people can protect housing and essentials first and get free financial…
Budgeting and money · Debt
For Community services and case workers
A client-friendly checklist for preparing to ask for emergency relief: what you need, what services may ask, what to bring and what to do…
Emergency relief and food support · Housing and practical stability
For Community services and case workers
A guide and checklist for first meetings with new clients: preparing, explaining the service and confidentiality honestly, gaining consent and agreeing what happens next.
Client engagement · Referral and case planning
Community services and case workers
Resources designed first and foremost for this profession.
For Community services and case workers
A preparation guide for case workers advocating on a client's behalf, covering consent, the client's goals, facts and evidence, escalation pathways and follow-up.
Advocacy and self-advocacy · Referral and case planning
For Community services and case workers
A navigation guide for workers on alcohol and other drug support, from harm reduction and counselling to withdrawal and residential services, family support and…
Alcohol and drug services · Alcohol and other drugs
For Community services and case workers
A client-led case plan template covering the client's goals in their words, strengths, barriers, actions, who is responsible, timeframes and review.
Collaborative goal setting · Referral and case planning
For Community services and case workers
A structured guide for reviewing progress with a client and planning a safe, well-supported transition out of a service, including what to do if…
Case review and exit planning · Referral and case planning
For Community services and case workers
A tool for case workers and supervisors to review a caseload, considering risk, urgency, complexity and client goals, to plan contact frequency and identify…
Caseload management · Clinical and professional supervision
For Community services and case workers
A client-led plan for staying connected to culture, community, language, family and country or homeland, with people and places that matter and support needed.
Cultural connection · Cultural safety
Includes resources shared with other professions where they genuinely apply. Use the search and filters above to narrow things down.
137 resources
For Community services and case workers
A checklist for exploring housing options with clients, from crisis and transitional accommodation to social, community and private rental, with eligibility, documents and next…
Housing and practical stability · Service navigation
For Social workers
A planning template for social workers writing advocacy letters, covering purpose, audience, the client's consent and voice, key facts, impacts, the specific request and…
Advocacy and self-advocacy · Advocacy letters
For Community services and case workers
A preparation guide for case workers advocating on a client's behalf, covering consent, the client's goals, facts and evidence, escalation pathways and follow-up.
Advocacy and self-advocacy · Referral and case planning
For Community services and case workers
A navigation guide for workers on alcohol and other drug support, from harm reduction and counselling to withdrawal and residential services, family support and…
Alcohol and drug services · Alcohol and other drugs
For Disability support workers
An Easy Read guide to making a simple budget: money coming in, money going out, saving and getting help, with a simple weekly budget…
Accessible information · Budgeting and money
For Social workers
A plan for family and unpaid carers covering practical help, breaks, health, connection, money and a backup plan for times the carer is unable…
Care and support planning · Carer wellbeing
For Social workers
A short check-in for family and unpaid carers covering energy, sleep, health, connection, time for themselves and the support they would like, with prompts…
Carer wellbeing · Support networks
For Community services and case workers
A client-led case plan template covering the client's goals in their words, strengths, barriers, actions, who is responsible, timeframes and review.
Collaborative goal setting · Referral and case planning
For Community services and case workers
A structured guide for reviewing progress with a client and planning a safe, well-supported transition out of a service, including what to do if…
Case review and exit planning · Referral and case planning
For Community services and case workers
A tool for case workers and supervisors to review a caseload, considering risk, urgency, complexity and client goals, to plan contact frequency and identify…
Caseload management · Clinical and professional supervision
For Community services and case workers
A short, accessible feedback survey for community services, asking about respect, being listened to, getting help, ease of access and suggestions, with an anonymous…
Client engagement · Feedback and complaints
For Allied health and multidisciplinary teams
A template for mapping a client's journey through a service, from first contact to exit, noting experiences, pain points and improvement ideas at each…
Client journeys · Quality improvement
For Community services and case workers
A plain-language explainer for clients starting case management, covering what case management is, what to expect from your worker, your role, privacy, feedback and…
Case management · Client rights and responsibilities
For Allied health and multidisciplinary teams
A client-friendly directory template for listing local services by need, with plain-language descriptions, contact details, opening hours, costs and accessibility notes.
Community resources · Resource directories
For Social workers
A template for social workers and teams to map local services and supports by need, recording contacts, eligibility, costs, wait times, cultural safety and…
Community resources · Referral and case planning
For Social workers
A plain-language complaint letter template clients can adapt, with guidance on describing what happened, the impact, what they want, deadlines and where to go…
Advocacy and self-advocacy · Complaints
For NDIS providers and support coordinators
A complaints register and good-practice checklist that follow the NDIS complaints management rules, from acknowledgement and support to outcome, learning and 7-year records.
Audit readiness · Feedback and complaints
For NDIS providers and support coordinators
A declaration form for directors, managers and workers, and a register showing how each actual or perceived conflict of interest is managed and explained…
Audit readiness · Conflicts of interest
For Social workers
A plain-language explainer for clients about privacy, what information is kept, who it may be shared with and why, their choices, and the limits…
Informed consent · Privacy and information sharing
For NDIS providers and support coordinators
A register for every improvement that comes from feedback, complaints, incidents, audits and worker ideas, from the issue through to evidence that the change…
Audit readiness · Feedback and complaints
For Youth workers
A practical guide for young people cooking on a budget, with pantry staples, money-saving tips, three simple meal ideas and a weekly meal plan.
Budgeting and money · Independent living
For Social workers
A checklist for social workers supporting clients through tribunal or court hearings, such as guardianship, mental health or tenancy matters, covering advocacy, documents, statements…
Courts and justice · Supported decision-making
For Social workers
A social work critical reflection tool for examining a practice situation through assumptions, power, structural factors and values, leading to changes in practice.
Critical reflection · Reflective practice
For Community services and case workers
A client-led plan for staying connected to culture, community, language, family and country or homeland, with people and places that matter and support needed.
Cultural connection · Cultural safety
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