About this resource
Good referrals depend on knowing local services well. This template maps services by area of need, recording contact details, eligibility, cost, wait times, accessibility and cultural safety, and notes from clients' experiences, with a date last checked.
Purpose
To build and maintain an accurate, practical map of local resources.
Who it is for
Primary profession: Social workers. Also relevant for community services and case workers, youth workers.
Client or participant group: Social workers and teams.
Practice setting: Any service that refers clients to community supports.
Suggested uses
- Team resource directories
- Orientation for new staff
- Identifying service gaps
- Planning referrals
Instructions for practitioners
- Update regularly and record the date checked.
- Include clients' experiences of services.
- Note gaps for advocacy.
- Share across the team.
Accessibility considerations
Editable HTML source available for adaptation.
Scope and limitations
A mapping template. Service details change; check before referring.
Research basis
Case management practice standards describe assessment, planning, coordination, review and planned exits with the person at the centre.
- Case Management Society of Australia and New Zealand. (2013). National standards of practice for case management (3rd ed.). https://www.cmsa.org.au/
What is included
A 3-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.
