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 Allied health and multidisciplinary teams
A short team wellbeing check-in for meetings, with a simple rating, what is helping, what is hard and one thing the team can do,…
Clinician wellbeing · Team wellbeing
For Community services and case workers
A checklist for case workers helping tenants understand and use their rights, covering repairs, rent increases, privacy, bond, discrimination, ending a lease and where…
Legal help · Tenancy rights
For Social workers
A plan for helping people keep their tenancy, covering rent, property care, neighbour relationships, health and wellbeing, early warning signs and who to contact.
Housing and practical stability · Tenancy support
For Community services and case workers
A problem-solving tool for working through transport barriers with clients, covering where they need to go, current barriers, options, costs and concessions, and a…
Problem-solving · Service access barriers
For Community services and case workers
A plain-language handout explaining what addiction is, why it can be hard to stop, signs that use is becoming a problem, what helps and…
Alcohol and other drugs · Psychoeducation
For Psychologists
A plain-language handout explaining bipolar disorder, the different kinds of mood episodes, what helps and how to spot early warning signs, with a personal…
Bipolar disorder · Depression and mood
For Community services and case workers
A step-by-step phone script for calling an energy or water provider to ask for hardship assistance, with what to have ready, what to say,…
Budgeting and money · Financial hardship
For Community services and case workers
A reflection for community services workers on exposure to clients' trauma, signs of vicarious trauma, protective factors, supervision and organisational supports.
Clinician wellbeing · Trauma-informed practice
For Community services and case workers
A worksheet for exploring volunteering, linking interests, skills and availability to types of volunteer roles, with questions to ask organisations and next steps.
Community participation · Employment
For Disability support workers
An Easy Read guide to volunteering: what it is, why people volunteer, kinds of volunteering, how to start and support you can get, with…
Accessible information · Community participation
For Youth workers
A young-person-friendly guide to getting involved, from youth councils and sport clubs to events and environmental groups, with benefits, ideas and a plan to…
Community participation · Volunteering
For Community services and case workers
A practical script and checklist for warm referrals, introducing a client to another service with their consent so they do not have to tell…
Referral and case planning · Service navigation
For Community services and case workers
A planner for families to map weekday and weekend routines, appointments, school and work, meals and family time, helping reduce stress and plan support.
Daily routines · Family routines
For Youth workers
A personal safety plan for youth outreach workers covering shift planning, check-ins, dynamic risk assessment, exit strategies, incident response and debriefing.
Outreach engagement · Worker safety
For Social workers
A practice checklist for working with professional interpreters before, during and after sessions, including booking, briefing, seating, speaking directly to the client and debriefing.
Cultural responsiveness · Health communication
For Youth workers
A guide for first conversations with young people that explains confidentiality honestly, starts with what they want and covers key life areas without turning…
Intake and needs identification · Youth engagement
For Youth workers
A reflection for youth workers on professional boundaries in youth work, covering social media, gifts, transport, self-disclosure, contact outside hours and warning signs.
Professional boundaries · Safeguarding
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