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 Social workers
A plain-language explainer of what clients can expect from a service, including respect, privacy, information and complaints, and what the service asks of them,…
Client rights and responsibilities · Feedback and complaints
For Social workers
A practitioner reflection for case formulation, mapping risk and protective factors across individual, relationship, community and structural levels, and identifying where support can strengthen…
Formulation support · Person in environment
For Social workers
A practitioner guide for responding well when someone raises a concern or makes a disclosure, with what to do and avoid, next steps and…
Safeguarding · Trauma-informed practice
For Community services and case workers
A plain-language handout on common scams, warning signs, how to protect yourself and what to do if you have been scammed, including reporting and…
Financial hardship · Online safety
For Community services and case workers
A checklist for families and workers enrolling children in school or child care, covering documents, immunisation records, subsidies, uniforms, transport and additional needs.
Parenting support · School and child care enrolment
For NDIS providers and support coordinators
A template for the documented arrangement between an SDA provider, a participant and their SIL provider, setting out who does what for the matters…
Service coordination · Specialist disability accommodation (SDA)
For NDIS providers and support coordinators
A record for SDA providers to keep enrolment and compliance documents current, inspect each dwelling and track repairs through to completion, with residents told.
Audit readiness · Home and environmental supports
For Community services and case workers
A planning tool for anticipating costly or difficult times of year, such as back to school, winter energy bills, holidays and heatwaves, with costs,…
Budgeting and money · Financial hardship
For Social workers
A planner that helps people prepare to speak up about a decision or service issue: what happened, what they want, key points, who can…
Advocacy and self-advocacy
For Community services and case workers
A person-centred map of the services someone is involved with, what each one does, key contacts, next steps and who to call when.
Service navigation · Support networks
For NDIS providers and support coordinators
A checklist of what SIL service agreements and SDA agreements must cover, including separate agreements, conflicts of interest, 90 days' notice, repairs, visitors and…
Service agreements · Specialist disability accommodation (SDA)
For Social workers
A practitioner guide to drawing a simple, inclusive family diagram with a person, with a relationship line key, prompts and space to draw.
Family systems · Support networks
For Community services and case workers
A practical plan for case workers and clients to build social connection, mapping current connections, interests, local groups, barriers such as transport and cost,…
Community participation · Community resources
For Social workers
A practitioner guide for exploring social isolation and loneliness respectfully, with conversation prompts, factors to consider and options for building connection.
Community participation · Loneliness and connection
For Social workers
A guide for social workers writing reports for courts, tribunals, funding bodies and services, covering purpose, audience, structure, evidence, the client's voice, recommendations and…
Advocacy letters · Documentation and record keeping
For Social workers
A strengths-based activity that helps people recognise their personal qualities, skills and supports, and connect them to their goals.
Goal setting · Self-esteem
For Social workers
A practitioner guide for exploring strengths across personal, relational, community and cultural areas, with a question bank and a template for linking strengths to…
Intake and needs identification · Strengths-based practice
For Social workers
A guide for social workers writing case notes that are accurate and strengths-based, recording the person's voice, strengths, context and plans, with examples and…
Documentation and record keeping · Respectful language
For Psychologists
A step-by-step problem-solving worksheet that moves from defining a specific problem to generating options, weighing them, planning action and reviewing the result.
Anxiety and stress · CBT-informed tools
For Social workers
A supervisee preparation template for social workers, covering agenda items, de-identified cases, ethical questions, wellbeing, learning goals and what they need from supervision.
Clinical and professional supervision · Reflective practice
For Social workers
A template for planning a support group, covering purpose, members, facilitation, ground rules, session topics, safety and referral pathways, and evaluation.
Group facilitation · Support groups
For NDIS providers and support coordinators
A record of how a person living in supported independent living was supported to make a decision: their will and preferences, the support they…
Dignity of risk · Supported decision-making
For Community services and case workers
A template for structured team case reviews, covering the client's situation and goals, what has been tried, current concerns, the client's view, options and…
Case review · Referral and case planning
For Allied health and multidisciplinary teams
A practical guide for allied health teams working through disagreements, covering early conversations, a structured resolution process, when to involve a manager and repairing…
Conflict resolution · Team communication
Practitioner Plus membership
Start with a free account, then upgrade to Plus for the full premium library, favourites and new releases.
