About this resource
Caseloads need active management. This tool lists clients with risk, urgency, complexity and progress towards goals, then plans contact frequency, actions and cases for review, transfer or closure, for use in supervision.
Purpose
To manage caseloads safely and fairly.
Who it is for
Primary profession: Community services and case workers. Also relevant for social workers, youth workers.
Client or participant group: Case workers and supervisors.
Practice setting: Case management services.
Suggested uses
- Supervision
- Caseload reviews
- Planning leave
- Workload discussions
Instructions for practitioners
- Use your organisation's risk tools for risk ratings.
- Review in supervision.
- Plan cover for high-priority clients during leave.
- Raise workload concerns with your manager.
Accessibility considerations
Editable HTML source available for adaptation.
Scope and limitations
A planning tool. Use with your organisation's risk assessment and case management procedures.
Research basis
Case management practice standards describe assessment, planning, coordination, review and planned exits with the person at the centre. Clinical supervision and structured reflection support learning, safe practice and professional development.
- Case Management Society of Australia and New Zealand. (2013). National standards of practice for case management (3rd ed.). https://www.cmsa.org.au/
- Gibbs, G. (1988). Learning by doing: A guide to teaching and learning methods. Further Education Unit, Oxford Polytechnic. https://thoughtsmostlyaboutlearning.files.wordpress.com/2015/12/learning-by-doing-graham-gibbs.pdf
- Milne, D. (2007). An empirical definition of clinical supervision. British Journal of Clinical Psychology, 46(4), 437–447. https://doi.org/10.1348/014466507x197415
What is included
A 2-page printable A4 PDF, including a practitioner notes page with the research basis (version 1.0).
Originality
Original Practitioner Plus content: wording, activity structure, layout and icons were created for this resource. No third-party worksheets, illustrations or text were reproduced.
