Unit of competency Outline
Date retreived
23/07/2026 8:02 AM AWST
23/07/2026 8:02 AM AWST
Whilst all efforts are made to provide accurate and timely information from the relevant source/documentation, please be aware that the information supplied may not be the most current version. The accuracy of the detail has not been confirmed by the Department and therefore should not be relied upon without first confirming the contents.
Establish and monitor a case plan
Establish and monitor a case plan
Unit of competency
National Code
CHCCM402E
CHCCM402E
State Code
WC826
WC826
TGA Status
Deleted
Deleted
DTWD Status
Deleted
Deleted
State Implementation and Classification
Approved Date
12/08/2014
Field of Education
090513 - Counselling
Original Release Date
12/08/2014
Nominal Hours
55
Description
DescriptorThis unit describes the knowledge and skills required to develop a case management plan to address specific client needs
Notes
Elements and Performance Criteria
1. Develop a case management plan
- 1.1 Assess client needs in accordance with organisation procedures
- 1.2 Collect information on a range of suitable interventions to address immediate, short and longer term needs of clients
- 1.3 Undertake appropriate consultation with stakeholders to ensure issues and options for their resolution are explored thoroughly
- 1.4 Negotiate and agree common goals, objectives and processes with clients and stakeholders to ensure needs are addressed with statutory and organisation frameworks
- 1.5 Explore a full range of options for addressing client and stakeholder needs and include in case management plan
- 1.6 Ensure processes for monitoring achievement of goals, timeframes and resourcing are agreed in the planning stage
- 1.7 Define roles, responsibilities and accountabilities for clients, stakeholders, workers and service providers
- 1.8 Negotiate and agree processes for appeal and for the termination and/or renegotiation of intervention and include in the plan
- 1.9 Identify relevant family, community, cultural and ideological considerations and address in the case plan
2. Define plan implementation procedures
- 2.1 Implement practical arrangements to support clients and stakeholders
- 2.2 Define negotiable and non negotiable aspects of the intervention and implement processes to ensure they are maintained
- 2.3 Negotiate and agree ongoing case management processes with clients and stakeholders
- 2.4 Where appropriate, develop and agree contracts with external service providers and accurately reflect timing and resourcing constraints
- 2.5 Implement procedures to ensure information sharing between key stakeholders is facilitated
- 2.6 Implement procedures to ensure progress of specialist client service delivery is monitored in accordance with agreed procedures, against defined performance indicators
- 2.7 Define, and implement where necessary, procedures to deal with crisis situations
3. Establish review and evaluation systems
- 3.1 Negotiate case plan with supervisor
- 3.2 Set up appropriate evaluation processes for ongoing implementation of the plan
- 3.3 Complete all relevant reporting procedures in accordance with organisation requirements
RANGE STATEMENT
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.
The contexts for establishing a case plan could include:
Decision to implement an intervention
A result of a notification
A result of a court order
A result of a contract to provide a service
Part of a case planning meeting or conference where clients, their families of origin, carer families and service providers establish actions for the safety, well being and development of the client
Establishment of a case plan will be carried out within requirements established by:
Commonwealth and state legislation
Relevant international conventions
Organisation policy and procedures
Relevant program standards
Resources include:
Training programs
Staff, peers and specialist personnel
Information and materials
Skill development includes:
Life experience, vocational, social, recreational and personal skills
Information may include:
All official documentation relating to client, full family history, developmental and medical history
All available records, anecdotal material and individual interviews
Considerations may include:
Indigenous and ethnic considerations
Power relationship structures
Rituals, beliefs, hierarchies and practices
Politics
Gender
Procedures to deal with crisis situations include:
Ensuring security and safety of all relevant parties including protection and custodial issues and the level of intervention required
Appropriate crisis services such as counselling, respite care, debriefing
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.
The contexts for establishing a case plan could include:
Decision to implement an intervention
A result of a notification
A result of a court order
A result of a contract to provide a service
Part of a case planning meeting or conference where clients, their families of origin, carer families and service providers establish actions for the safety, well being and development of the client
Establishment of a case plan will be carried out within requirements established by:
Commonwealth and state legislation
Relevant international conventions
Organisation policy and procedures
Relevant program standards
Resources include:
Training programs
Staff, peers and specialist personnel
Information and materials
Skill development includes:
Life experience, vocational, social, recreational and personal skills
Information may include:
All official documentation relating to client, full family history, developmental and medical history
All available records, anecdotal material and individual interviews
Considerations may include:
Indigenous and ethnic considerations
Power relationship structures
Rituals, beliefs, hierarchies and practices
Politics
Gender
Procedures to deal with crisis situations include:
Ensuring security and safety of all relevant parties including protection and custodial issues and the level of intervention required
Appropriate crisis services such as counselling, respite care, debriefing
EVIDENCE GUIDE
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 of competence will be most appropriately assessed in the workplace or in a simulated workplace and under the normal range of workplace conditions
Assessment must include the normal range of workplace situations
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:
an appropriate workplace where assessment can take place or simulation of realistic workplace setting
Method of assessment:
Assessment may include observation, questioning and evidence gathered from the workplace environment
Workplace evidence can be testimonials, portfolios or copies of completed workplace records/ documentation
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 of competence will be most appropriately assessed in the workplace or in a simulated workplace and under the normal range of workplace conditions
Assessment must include the normal range of workplace situations
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:
an appropriate workplace where assessment can take place or simulation of realistic workplace setting
Method of assessment:
Assessment may include observation, questioning and evidence gathered from the workplace environment
Workplace evidence can be testimonials, portfolios or copies of completed workplace records/ documentation
Replaces
| State Code | National Code | Title | Type |
|---|---|---|---|
| D2294 | CHCCM402D | Establish and monitor a case plan | Unit of competency |