Unit of competency Outline

Date retreived
22/07/2026 7:23 AM AWST

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Conduct assessment and planning as part of the recovery process

Conduct assessment and planning as part of the recovery process

Unit of competency
National Code
CHCMH404B
State Code
WC942
TGA Status
Deleted
DTWD Status
Deleted
Current Release Number
1.00
Current Release Date
07/05/2012
View on TGA
State Implementation and Classification
Approved Date
12/08/2014
Field of Education
061309 - Community Health
Original Release Date
12/08/2014
Nominal Hours
40
Description
DescriptorThis unit describes the knowledge and skills required by those working with people with mental health issues to conduct necessary assessments and support participation in the assessment process
Notes
Elements and Performance Criteria
1. Prepare for intake assessment
  • 1.1 Work collaboratively with the person being assessed to determine possible impact that an assessment might have on them
  • 1.2 Organise an appropriate time and a safe, suitable and comfortable environment for the assessment
  • 1.3 Inform person of the purpose and process of the assessment and confirm their understanding
  • 1.4 Obtain consent from the person where required by organisation policy and procedure
  • 1.5 Confirm the appropriateness of the nature of assessment to the assessment purpose
2. Conduct intake assessment
  • 2.1 Determine person's needs and choices based on appropriate assessment tools and/or processes according to organisation policy and procedures
  • 2.2 Identify requirements for assessment of person's mental state outside job scope and refer to an appropriate mental health professional in a timely manner
  • 2.3 Comply with the organisation's guidelines when conducting the assessment
  • 2.4 Work collaboratively with the client to ensure the assessment is fair, ethical and objective, whilst reflecting the client's perspective and preferences
  • 2.5 Observe the person's level of comfort with the assessment process and suspend assessment, if necessary
  • 2.6 If any risk of harm is identified, take steps to ensure safety of client and self and refer to an appropriate authority in a timely manner
  • 2.7 Record assessment results and prepare and file assessment report according to defined guidelines and organisation policy and procedures
3. Facilitate collaborative planning process
  • 3.1 Use assessment results as a basis for identifying available service and/or referral options
  • 3.2 Explain the purpose of the planning process and discuss the importance of planning collaboratively
  • 3.3 Discuss different planning options with the person to select the most appropriate planning option
  • 3.4 Work with the person to determine their readiness for the development of activities to support a recovery plan
  • 3.5 Work with the person to determine stakeholders to be included in the planning process and the logistical requirements of planning
  • 3.6 Identify and organise necessary background material and provide to relevant stakeholders
4. Develop a recovery plan
  • 4.1 Conduct planning session in a manner that respects the person as their own expert, fosters their strengths and promotes their participation, giving them control of their lives
  • 4.2 Work collaboratively with the person to determine their goals for recovery and elements of risk that may be associated with achieving them
  • 4.3 Work collaboratively with the person to identify strategies to achieve identified goals and remove or reduce identified risk
  • 4.4 Clearly record the planning activities and document plan as a basis for evaluation of its effectiveness
  • 4.5 Provide feedback on outcomes of the planning process to relevant stakeholders
5. Facilitate ongoing relevance of service activities to the recovery plan
  • 5.1 Provide information and training to assist the person to monitor their plan
  • 5.2 Respond to reports of variation in the person's circumstances that could affect the support requirements
  • 5.3 Work collaboratively with the person and relevant others to make any required adjustments to the plan
6. Complete documentation
  • 6.1 Comply with the organisation's reporting requirements in relation to assessment and planning processes
  • 6.2 Complete documentation according to organisation policy and protocols
  • 6.3 Maintain documentation in a manner consistent with reporting requirements
  • 6.4 File documentation according to organisation policy and protocols
The Range Statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Add any essential operating conditions that may be present with training and assessment depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts.


Nature of assessment may include:
Competency based assessment
Domain based assessment
Needs based assessment
Norm based assessment


Person’s needs may include:
Psychological needs:
a sense of control
acceptance of disability
freedom from undue stress
life stage acceptance
personal identity
self-determination
self-esteem
sense of belonging
veteran/war widow related issues
Spiritual needs:
ceremonial observances
formal and informal religious observance
need for privacy and an appropriate environment to reflect and/or participate in spiritual activities
Cultural needs:
ceremonial and festive observances
dress and dietary observance
need for continued interaction with cultural community
Sexuality and identity:
access to assistive/protective devices
love and affection
need for privacy and discretion
physical appearance
touch


Different planning options may include:
Informal plans
Organisation planning processes, including:
care plan
education plan
employment plan
individual program plan
recovery plan
recreation and access plan
Person-centred planning processes, including:
MAPS
PATH
Personal Futures Planning


Readiness for development of a plan may refer to:
Capacity to make decisions
Capacity to participate
Capacity to understand the process
Involvement of an advocate
Power imbalances


Logistical requirements of planning may include:
Advance notification of stakeholders
Information gathered from other involved health and community services and from family and friends, where appropriate
Time, place and venue


Background material may include:
Information on the process
Requests for information to bring to the meeting


Reporting may include:
Non-verbal (written):
progress reports
case notes
incident reports
Verbal:
telephone
face-to-face
The evidence guide provides advice on assessment and must be read in conjunction with the Performance Criteria, Required Skills and Knowledge, the Range Statement and the Assessment Guidelines for this Training Package.

Critical aspects for assessment and evidence required to demonstrate this unit of competency:
The individual being assessed must provide evidence of specified essential knowledge as well as skills
This unit will be most appropriately assessed in the workplace or in a simulated workplace and under the normal range of workplace conditions
It is recommended that assessment or information for assessment will be conducted or gathered over a period of time and cover the normal range of workplace situations and settings
Where, for reasons of safety, space, or access to equipment and resources, assessment takes place away from the workplace, the assessment environment should represent workplace conditions as closely as possible


Access and equity considerations:
All workers in community services should be aware of access, equity and human rights issues in relation to their own area of work
All workers should develop their ability to work in a culturally diverse environment
In recognition of particular issues facing Aboriginal and Torres Strait Islander communities, workers should be aware of cultural, historical and current issues impacting on Aboriginal and Torres Strait Islander people
Assessors and trainers must take into account relevant access and equity issues, in particular relating to factors impacting on Aboriginal and/or Torres Strait Islander clients and communities


Context of and specific resources for assessment:
This unit can be assessed independently, however holistic assessment practice with other community services units of competency is encouraged
Resources required for assessment include:
access to appropriate workplace where assessment can take place
relevant organisation policy, protocols and procedures


Method of assessment may include:
Observation in the workplace
Written assignments/projects
Case study and scenario analysis
Questioning
Role play simulation
Replaces
State Code National Code Title Type
D2608 CHCMH404A Conduct assessment and planning as part of the recovery process Unit of competency