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 NDIS providers and support coordinators
An accessible record for house meetings in shared homes, with picture prompts for shared spaces, meals, visitors, worries and plans, and checks that everyone…
Meeting records · Shared living
For Community services and case workers
A fortnightly household budget planner that puts essentials first, lists income and expenses, tracks debts and shows where to get free financial counselling.
Budgeting and money · Housing and practical stability
For Social workers
A conversation tool for reviewing housing, money, food, utilities, transport, documents, health access and safety, then agreeing practical priorities.
Housing and practical stability · Person in environment
For Social workers
A checklist for preparing strong social and community housing applications, covering documents, evidence of need, support letters, housing requirements and keeping applications current.
Housing and practical stability · Social housing applications
For NDIS providers and support coordinators
An incident register built around the details the NDIS incident management rules require, with reportable incident dates and a review section for learning and…
Audit readiness · Incident management
For Community services and case workers
A client-friendly preparation sheet for income support appointments, covering what to bring, questions to ask, notes during the appointment and next steps.
Income support · Meeting preparation
For Social workers
A checklist for helping people navigate Australian Government income support, from documents and online accounts to appointments, reporting obligations and asking for a review.
Financial hardship · Income support
For Community services and case workers
A structured intake guide that helps case workers identify needs across ten life areas and sort them into today, soon and later, with the…
Intake and needs identification · Referral and case planning
For Community services and case workers
A practical booking checklist and record for arranging interpreters, covering language and dialect, preferences, mode, timing, location, confirmation and Auslan requests.
Cultural responsiveness · Working with interpreters
For Youth workers
Practice cards with common job and course interview questions, tips for answering using real examples, questions to ask the interviewer and a preparation checklist.
Employment · Interview skills
For NDIS providers and support coordinators
A one-page flowchart for team leaders and workers: make people safe, decide whether an incident is reportable to the NDIS Commission and know the…
Incident management · Safeguarding
For Youth workers
A practical checklist for young people getting ready for work or study, covering documents, getting there, applications, interviews and knowing their rights.
Goal setting · School and work readiness
For Social workers
A checklist for social workers supporting grandparents, relatives and friends raising children, covering finances, legal arrangements, school, health, wellbeing, culture and peer support.
Carer wellbeing · Family systems
For Youth workers
A planner for young people working towards a driver licence, covering the steps in their state or territory, documents, supervising drivers, a practice log…
Independent living · Learning to drive
For Youth workers
A practitioner guide to respectful, inclusive language with LGBTIQ+ people, with plain definitions of key terms, everyday do's and don'ts, inclusive forms and where…
Identity, gender and sexuality · LGBTIQ+ inclusion
For Community services and case workers
A practical organiser for working through bills, forms, appointments and documents with a client, sorting what is urgent and planning who will do what.
Housing and practical stability · Problem-solving
For Social workers
A trauma-informed life story template for children, young people or adults, with sections for about me, family and important people, places, milestones, achievements and…
Identity and belonging · Life story work
For Disability support workers
An Easy Read guide to speaking up when something is not right in everyday life, from shops to health and housing services, with simple…
Accessible information · Advocacy and self-advocacy
For Community services and case workers
A navigation guide for workers on mental health support in Australia, from GPs and mental health plans to youth services, community programs, phone and…
Help-seeking · Mental health pathways
For Community services and case workers
A non-punitive guide for following up missed appointments, covering contact attempts, checking welfare, understanding barriers, re-engaging and escalating concerns when needed.
Client engagement · Engagement and follow-up
For Social workers
A practical moving checklist for clients and workers, covering timelines, bond and leases, utilities, mail, services to update, packing and settling in to a…
Housing and practical stability · Moving home
For Social workers
A guide for social workers supporting older people and families considering residential aged care, covering the person's wishes, options, assessments, costs, emotions and next…
Aged care transitions · Family meetings
For Youth workers
A practical checklist for young people moving out of home, covering money, housing, essentials, setting up services, life skills and support networks.
Independent living · Moving home
For NDIS providers and support coordinators
An Easy Read guide for people living in supported independent living about their rights at home: separate agreements, keys, private space, visitors, house meetings,…
Rights · Supported independent living (SIL)
Practitioner Plus membership
Start with a free account, then upgrade to Plus for the full premium library, favourites and new releases.
