CHC52015 Diploma of Community Services Specialising in Case Management Assessment Answers

 

Assessment Detail:-

• Number of Words: 6000

 

The CHC52015 Diploma of Community Services Specialising in Case Management course contains 16 units of competency. These units are divided into 7 subjects:

• Subject 1  Legal and Ethical Compliance
• Subject 2  Society and Diversity
• Subject 3 Personal and Professional Development
• Subject 4 Case Management Part I: Working with Clients
• Subject 5 Case Management Part II: Working with Peer Case Workers
• Subject 6 Program Development
• Subject 7 Skills Workbook

 

 

SUBJECT 1 – Legal and Ethical Compliance

 

This section will assist in the collection of the documentation of your successful completion of the skills requirements relevant to the units addressed in this subject:

CHCLEG003	Manage legal and ethical compliance
HLTWHS004	Manage work health and safety

 

Subject Overview

This part of the Skills Workbook requires you to contribute to managing legal and ethical compliance, including work health and safety compliance within your organisation.

 

This subject is divided into five (5) tasks:

TASK 1 – Work Health and Safety Policies and Procedures

TASK 2 – Conduct Work Health and Safety Review

TASK 3 – Develop Work Health and Safety Action Plans

TASK 4 – Deliver a Work Health and Safety Induction

TASK 5 – Observation Form

 

1. Work Health and Safety Policies and Procedures

For this part of the assessment, you will be required to familiarise yourself with the Vocational Placement Organisation’s policies and procedures on work health and safety.

 

Read all instructions carefully before proceeding.

 

Steps to take:

1. Access and review your organisation’s work health and safety policies and These may have already been provided to you on your first day of Vocational Placement or during your induction and orientation in the organisation.
2. Answer the questions below. Your responses must always align with your organisation’s policies and procedures.

 

1. What policies does your Vocational Placement Organisation have in place for work health and safety? Provide the name of at least two (2) policies.

2. Select one (1) policy from your responses in Question 1 and briefly explain the procedures under this policy.

3. What work health and safety (WHS) responsibilities do you have, as a case worker, to your colleagues, clients, and the community? Provide three (3).

 

2. Conducting Work Health and Safety Review

For this part of the assessment, you will be required to conduct a work health and safety review in your organisation.

This part is divided into two (2) tasks:

1. Conduct safety inspection
2. Conduct review of work health and safety procedures

 

Part 1 – Safety Inspection

This part requires you to conduct a safety inspection of your vocational workplace. The objective is to identify hazards, assess associated risks, and develop control measures to risks identified.

 

Read all instructions carefully before proceeding.

 

Steps to take:

1. Locate the Workplace Safety Inspection Sheet found on the following

 

2. Have your supervisor sign the authorisation section on the form allowing you to access the workplace and conduct a WHS

 

3. Conduct the inspection following the checklist provided on the Workplace Inspection Sheet. For every area in the workplace, provide a risk rating by indicating N/A (not applicable), Low, Medium, High, or Extreme in the Risk Rating

 

4. Record any associated risks, and at least one (1) recommended control measure for each area inspected, where applicable.

 

5. Have your supervisor sign the completed Workplace Safety Inspection Sheet.

 

Part 2 – Work Health and Safety Review

This part requires you to conduct a review of work health and safety procedures in your organisation, as part of managing work health and safety.

The review will cover the processes relevant to work health and safety in your organisation.

Specifically, this will cover procedures on:

• Risk management and risk control
• Incident/hazard reporting
• Consultation, cooperation and communication
• Evaluation and maintenance of WHS
• Emergency management

 

Read all instructions carefully before proceeding.

 

Steps to take:

1. Locate the WHS Review Form found on the following

 

2. Have your supervisor sign the authorisation section on the form allowing you to access the workplace and conduct a WHS

 

3. Conduct the review following the items provided on the WHS Review

 

4. Have your supervisor sign the completed WHS Review

 

Supplementary Question

Based on the review you performed, identify at least three (3) procedures that need to be improved to ensure that the Vocational Placement Organisation can be compliant with the existing WHS standards of the state.

Provide the name of at least three (3) procedures and explain why they need to be improved.

 

3. Develop Work Health and Safety Action Plans

This part requires you to develop action plans as part of managing work health and safety.

Specifically, you will be required to develop an action plan for the following:

• Risk management
• Identifying work health and safety training needs
• Record-keeping for work health and safety. Each action plan you develop must include:
• Step-by-step procedures or strategies
• Consultation
• Ownership (who is responsible for implementing and monitoring policies and procedures)
• Monitoring and review processes of the action

 

Read all instructions carefully before proceeding.

 

Steps to take:

1. Locate the Action Plan Form found on the following

Guidance: It is recommended that you print a copy of the Action Plan as you will be bringing this with you as you complete the tasks at hand.

 

2. Review all the parts of the action

 

3. In completing the form:
   1. Provide the date when the safety action plan was
   2. Provide specific, step-by-step process on how to complete ALL tasks and activities based on the area/standard
   3. Provide the date(s) of when the owners of the tasks will be able to complete the
   4. Provide other details relevant to the completion of these tasks and activities, where (E.g. how consultation was done to come up with safety action plan).
   5. Have your observer sign his/her initials on the space provided for each task as they are completed.

 

Supplementary Questions

1. Based on the Work Health and Safety Action Plan that you created, identify at least three (3) legal or ethical requirements that were not compliant and provide the strategic response that were suggested to comply to the standards.

 

2. For the procedures that were not able to comply with standards, can you provide at least two (2) ways of ensuring that organisation and its employees can be kept up-t0-date with legal and ethical issues.

 

4. Deliver a Work Health and Safety Induction

For this part of the assessment, you are required to conduct a work health and safety induction. If this cannot be performed in the actual workplace, you can perform a simulated induction with at least two (2) personnel from the workplace.

 

Read all instructions carefully before proceeding.

 

Steps to take:

1. Locate the Workplace Safety Induction Pack found on the following

 

2. Perform an induction in the workplace with at least two (2) workplace If this is not possible, simulate an induction with at least two (2) workplace personnel.

 

3. Review all the parts of the Safety Induction Pack and answer them

 

4. Conduct the induction following the checklist provided in the Workplace Induction Pack. An induction should be done with new employees and workers or returning employees who have been previously on a long leave of absences, re-orientating them of the WHS policies and procedures. Explain these WHS policies and procedures to your co-workers.

 

5. Ask your co-workers to demonstrate the use of personal protective equipment (PPE) where required in the

 

6. Ensure that all points in the Safety Induction Pack have been discussed with the workplace personnel. These should include:
   1. Introduction to work health and safety;
   2. Legislative duties of the employer (PCBU) and employee (worker) according to the relevant WHS Act;
   3. Provisions of the relevant WHS Regulation;
   4. Managing Work Health and Safety Risk Code of Practice;
   5. Organisational WHS policies, procedures, and programs;
   6. Effective consultation on work health and safety matters; and
   7. Where/ how to access WHS information in your

 

Provide the personnel that were inducted with an Induction Feedback Form. Have them complete the form and sign. This will serve as evidence that the induction took place. You must submit at least two (2) Induction Feedback Forms, one (1) copy of the form for each personnel who have been inducted.

 

5. Observation Form

This section outlines all the tasks, skills and performance requirements relevant to the units included in this subject.

You are required to complete the tasks outlined in the observation form provided for this subject according to the quality standards set by your vocational workplace, and in compliance with the industry standards relevant to the role of case workers.

 

Read all instructions carefully before proceeding.

 

Steps to take:

1. Locate the Observation Form Subject 1 found on the following pages. Guidance: It is recommended that you print a copy of the Observation as you will be bringing this with you as you complete the tasks at

 

2. Review all the tasks outlined in the form. This will give you an idea what tasks you are required to complete for this subject. This will help you plan your tasks, and arrange for your supervisor to observe and confirm your completion of each

 

3. To complete the form, you are required to:
   1. Provide specific descriptions of how you completed ALL tasks and
   2. Provide the date(s) of when you completed ALL tasks and
   3. Provide other details relevant to the completion of these tasks and activities, where (E.g. The clients you supported while completing each task).
   4. Have your observer sign his/her initials on the space provided for each task as they are completed.

 

SUBJECT 2 – Society and Diversity

This section will assist in the collection of the documentation required for your successful completion of the skill requirements relevant to the units addressed in this subject:

 

CHCCOM003	Develop workplace communication strategies
CHCDEV002	Analyse impacts of sociological factors on clients in community work and services
CHCDIV003	Manage and promote diversity

 

Subject Overview

This part of the Skills Workbook requires you to contribute to managing and promoting diversity in your workplace, including researching the impact of sociological factors on clients in community work and services and developing workplace communication strategies.

 

This subject is divided into five (5) tasks:

Task 1 – Researching on Society and Diversity

Task 2 – Facilitating Client Access to Services

Task 3 – Workplace Diversity Policies and Procedures

Task 4 – Reflective Journal

Task 5 – Observation Form

 

1. Researching on Society and Diversity

For this part of the assessment, you will be required to conduct research about society and diversity to help you gain a better understanding of the context of service delivery in Australia and in your area.

 

Researching on Workplace Diversity

In this part of your research, you will:

• Collect and evaluate quantitative and qualitative workplace diversity data
• Identify and analyse potential benefits of diversity in relation to the workplace objectives
• Analyse how current diversity practice matches workplace objectives

 

This part of the research aims to:

• Collect and evaluate workplace diversity data
• Identify and analyse potential benefits of diversity in relation to the workplace objectives
• Analyse how current diversity practice matches workplace objectives This is divided into two (2) sections:

 

1. Section 1 – Workplace Diversity Data
2. Section 2 – Diversity and Your Organisation’s Objectives

To complete this part of your research follow the steps outlined in each section.

 

Section 1 – Workplace Diversity Data

1. Undertake research within your organisation to collect and evaluate the population of diverse people in the Obtain data on the following:

 

1. Demographic information of all staff within your organisation

• • Age range

Include variations in age group, e.g. 18 to 25; 25 to 40; etc.

• Cultural background (specify at least three)*
• Gender (number of males number of females)
• Language spoken (specify at least three primary languages)*
• Religious and spiritual belief (specify at least three)*

 

2. Demographic information of your organisation’s clients and client

• • Age range
  • Cultural background (specify at least two, where possible)*
  • Gender
  • Language spoken (specify at least two , where possible)*

If the client group include immigrants or refugees, specify the primary language spoken by the client. Indicate also if the speak English.

• Religious and spiritual belief (specify at least three)*

 

Determine the number of staff and clients who are: from mainstream Australia, Aboriginal Peoples or Torres/Strait Islanders, migrants, etc.

List the top three (3) cultural/linguistic/religious population in the organisation and among clients.

 

Ensure to include in your data the population comprising each demographic information required, , e.g. for ‘Cultural Background’: Australian – 55; Indian – 10; Chinese – 5

 

2. Use the Workplace Diversity Data template provided in this workbook to document your research

 

3. Evaluate the data you collected. Discuss the impact of the diversity in the organisation especially among workers and service delivery to Guide questions are provided in the Data Evaluation section of the template.

 

4. Have your supervisor/relevant personnel sign off the template to verify the information you

 

Section 2 – Workplace Diversity Objectives and Practices

1. Undertake research within your organisation to identify their workplace diversity objectives and diversity Discuss with your supervisor/relevant personnel on how you can access information on the diversity objectives of the organisation.

Guidance:   This   information    can   be    typically   included    in   the

organisation’s workplace diversity plan.

 

2. Obtain the following information:
   1. At least three (3) workplace diversity objectives
   2. At least three (3) current practices in the organisation to support diversity in relation to the above objectives.

Guidance: You may obtain information on current diversity practices from your supervisor or from your colleagues.

 

3. Research on the potential benefits of diversity in the workplace. Identify three (3) of these

 

4. Record the information you gathered on the Workplace Diversity Objectives and Practices template located on the following

 

5. Analyse the information and provide responses on the following:
   1. Analyse the information and provide responses on the following: Which of the potential benefits of workplace diversity are addressed in the workplace objectives?
   2. How do the current diversity practices in the organisation address the workplace objectives?

 

2. Facilitating Client Access to Services

For this part of the assessment, you will be required to facilitate client access to services in your organisation, which will involve:

• Accessing information about social and cultural factors impacting clients, groups or communities
• Accessing information about current health and wellbeing and associated needs of clients, groups or communities
• Monitoring and reviewing the effectiveness of work practices and services in meeting client needs
• Modifying work practices and services for improvement to better meet client needs

To complete this assessment, you will need access to the following:

• At least three (3) clients who have sociocultural needs

 

Guidance: Sociocultural needs may relate but not limited to religious and or spiritual beliefs, language, need to preserve traditions, customs, and practices of one’s culture, freedom to express and practice one’s customs and beliefs, etc.

• Information on socio-cultural needs of at least two (2) client groups or community groups
• Information on current health and wellbeing of at least two (2) client groups or community groups

 

Guidance: You may refer to the two (2) client groups you identified in Part 2 Section 1 – Workplace Diversity Data.

This is divided into three (3) parts:

Part 1 – Client Information and Action Plan

Part 2 – Implementation and Outcomes

Part 3 – Client Group/Community Information.

 

Part 1 – Client Information and Action Plan

Steps to take:

1. Identify three (3) clients from the organisation who have who have sociocultural
2. Locate the Client Information Sheet template found on the following Complete one (1) sheet for each of the three (3) clients you identified above.
3. To complete the Client Information Sheet, gather the following information from each client:
   • Their sociocultural background

 

Guidance: This includes but not limited to their cultural background (e.g. race, ethnicity, religion, and language), their educational attainment, family background, and economic background.

• At least two (2) of their physical needs
• At least two (2) of their social needs
• At least two (2) of their cultural needs
• Current health status including:
  • Physical health
  • Mental health
  • Social and emotional health

 

4. Identify and describe at least two (2) services you can provide to or refer to each The service must be able to address the social and cultural needs of the client.
5. Complete the action plan by providing one (1) strategy each on how you will provide or refer each service to the client. The action plan must include a target completion date. Ensure that the strategies you will identify in the Action Plan are in line with the policies and procedures of the

 

Part 2 – Implementation Outcomes

For this assessment, you need to schedule a discussion with each of the three (3) clients you identified in the Client Information Sheet to ensure that they are informed of the services you will refer them to.

To complete this assessment, you have the following options:

• You may complete this part of the assessment in conjunction with Subject 4

– Case Management Part 1: Working with Clients.

• You may complete this part of the assessment in conjunction with case planning that is already being undertaken by another case manager in your Vocational Placement Organisation.

 

Task 1 – Consultation with Client

 

Steps to take:

1. Consult with your supervisor/relevant personnel to assist you in scheduling a discussion with each of the three (3)

 

2. In your meeting with the client, ensure to clarify with them your role and the purpose of your meeting. Inform them that the data gathered relating to them is for assessment purpose Ensure them that you will maintain the privacy and confidentiality of their information.

 

3. Discuss and clarify with each of the clients the following information:
   1. Physical, social and cultural needs identified in the Client Information Sheet
   2. Their current health and wellbeing
   3. Services to be provided for them to address their social and cultural needs, including each of the strategies you plan to implement

 

4. Seek feedback from the client about the services to be provided. Record responses whether the clients agree to the Action Plan or if they provide recommendations about the service. Have them sign off the Action Plan after your

 

Task 2 – Implementation of Action Plan

 

Steps to take:

1. Implement each of the strategies in the Action Plan for each Describe the outcomes of each strategy implemented in the Implementation Outcomes template.

 

2. Determine areas of improvement in the strategies you are implementing. Consider strategies where implementation was unsuccessful, or where barriers to success have been

Guidance: The expected outcome for each of the strategies you specified must be to address the social and cultural needs identified with the client. Consider factors such as feedback or suggestions from clients, their family members, or carers.

 

3. Modify the strategy for each area of improvement identified. Where no modifications are required, write ‘Nil’ under the ‘Modified Strategy’

 

Part 3 – Client Group/Community Information

This part of the assessment will require you to collect and analyse information about the social and cultural needs of client groups/communities with whom the organisation is working.

Before commencing with the tasks, ensure that you have secured permissions from your supervisor/relevant personnel about the information you need to collect relating to the client groups/communities.

 

Read all instructions carefully before proceeding.

 

Steps to take:

1. Identify two (2) different client groups/communities that the organisation caters to (e.g. youth, homeless people, children, people with disability, Aboriginals and Torres Strait Islanders, etc.).

 

2. Collect information from the organisation about the social and cultural factors affecting each client groups/communities’ access to community Specifically, you must identify:
   1. At least one (1) social factor
   2. At least one (1) cultural factor

 

3. Analyse the impact of these factors on the client groups/communities’ need to access community services. Provide a brief description of your analysis in the template

For example, the Stolen generation and the removal of children are significant cultural factors which affect the Aboriginal and Torres Strait Islander communities’ access to services. The experiences of their ancestors passed on to the current generation prevents people from these communities from accessing community or health services.

 

4. You also need to determine the current overall (must refer to the group/community as a whole) needs, health status and wellbeing of each client group/community, including:
   1. At least two (2) physical needs
   2. At least two (2) social needs
   3. At least two (2) cultural needs
   4. Current health status including:
      1. Physical health
      2. Mental health
      3. Social and emotional health

 

3. Workplace Diversity Policies and Procedures

For this part of the assessment, you will be required to review the organisation’s policies and procedures relating to fostering and promoting diversity and contribute to these policies and procedures.

Specifically, this assessment is divided into three (3) parts:

 

Part 1 – Developing Diversity Strategies

In this part, you will be required to:

• Access and review the current policies and procedures of the organisation relating to diversity
• Develop strategies for fostering and promoting diversity in consultation with clients and other stakeholders

 

Part 2 – Advocating for Diversity Strategies

In this part, you will be required to advocate for the diversity strategies you have developed in Part 1 to your colleagues in the organisation.

 

Part 3 – Reporting on Diversity Strategies

In this part, you will be required to:

• Seek feedback from your colleagues regarding the diversity strategies discussed with them
• Create a report about the responses of your colleagues and your observation on the implementation of the strategies you developed

 

Prior to commencing with your tasks, discuss with your supervisor the requirements of each part of this assessment, including documentation and persons you need to access.

Instructions and specific requirements are provided for each part to guide you in completing this assessment.

 

Part 1 – Developing Diversity Strategies

 

Task 1 – Access Policies and Procedures

For this part of the assessment, you will require access to:

• The organisation’s policies and procedures relating to fostering and promoting diversity
• At least two (2) organisation stakeholders

 

Guidance: These must include people who will be affected by the changes in the policies and procedures such as your supervisor, colleagues, government workers, etc.

• At least four (4) people, with two (2) persons each, from two (2) different key target groups

 

Guidance: These can include clients, their family members, or community members. There must be two (2) different key target groups with whom the organisation is working (e.g. people with a disability, homeless people, youth, Aboriginal and Torres Strait Islanders, etc.)

 

Prior to commencing this part of the assessment, ensure that you have discussed the resources required for this assessment, and have secured the necessary permissions for you to undertake this assessment within your organisation.

 

Steps to take:

1. Obtain a copy of the organisation’s policies and procedures relating to diversity practices. Review the strategies that the organisation has in place to foster and promote diversity when working with colleagues, clients, and other

 

2. Identify three (3) policy outcomes from the organisation’s policies and List also three (3) strategies on how these outcomes can be achieved by the organisation as specified in their policy. Use the Diversity Policy and Procedures template provided.

 

Task 2 – Consultation with Stakeholders and Key Target Groups

For this assessment, you need to schedule a discussion with the each of the following:

• At least two (2) organisational stakeholders
• At least four (4) people from two different key target groups of the organisation

 

Steps to take:

1. Consult with your supervisor/relevant personnel to assist you in scheduling a discussion with the stakeholders and clients.

 

2. Ensure to clarify with the stakeholders and clients your role, and the purpose of your meeting. Ensure them that you will maintain the privacy and confidentiality of the information gathered from the

 

3. In your meeting, you are to develop three (3) strategies* which can be implemented in the organisation, in line with the diversity policies and procedures reviewed. The strategies you need to develop must be able to achieve the outcomes of the organisation’s policy, as specified in the Diversity Policy and Procedures

 

4. Develop three (3) measures on how the outcomes of the strategies will be

 

5. Identify the person/s responsible for implementing the strategies you developed including the target date for measuring their outcomes.

 

6. Record the details of your consultation in the Meeting Minutes template Depending on the availability of the stakeholders and persons from the key target groups, more than one meeting consultation may occur.

 

Part 2 – Advocating for Diversity Strategies

Ensure that you have developed three (3) diversity strategies to be implemented in the workplace after the consultation meeting, one of which should be relevant to the clients.

For this part, you will be required to advocate for these diversity strategies to be implemented in the workplace.

 

Steps to take:

1. Identify your target audience in the workplace – this will most likely be your colleagues in the

 

2. Specify the three (3) benefits of diversity which you have researched in

Section 2 – Workplace Diversity Objectives and Practices.

 

3. Specify the three (3) strategies developed, the person/s responsible for implementation, and the target completion

 

4. Identify two (2) barriers that will affect the implementation of the strategies you

 

5. Record your responses in the Diversity Advocacy Plan template

 

6. Schedule a brief discussion with your supervisor and at least two (2) Discuss with them the strategies and benefits of diversity which you have included in the Diversity Advocacy Plan.

 

4. Reflective Journal

For this part of the assessment, you will be required to complete this Reflective Journal as part of the documentation of your experiences relevant to fostering workplace diversity.

 

Guidelines:

This Reflective Journal is made up of four (4) sets of journal entries.

1. Each entry contains Reflection They contain instructions and activities you need to complete to enable you to provide the information required. These guides will assist you in providing the information required to complete each journal entry.
2. When completing each journal entry, always provide complete responses, where required.
3. Your responses must always be based on your experience during your Vocational Placement.
4. Each journal entry must be signed off by your supervisor to attest that your responses to each journal entry are factual, accurate, and reflective of your Vocational Placement experiences.

 

SUBJECT 3 – Personal and Professional Development

This section will assist the collection of the documentation for your successful completion of the skills requirements relevant to the units addressed in this subject:

 

CHCPRP003	Reflect on and improve own performance
BSBWOR501	Manage personal work priorities and professional development

 

Subject Overview

This part of the Skills Workbook requires you to undertake personal and professional development.

This subject is divided into three (3) tasks:

TASK 1 – Managing Work Priorities

TASK 2 – Reflective Journal

TASK 3 – Observation Form

 

Resources Needed for Assessment

To complete the assessment activities included in this part of the Skills Workbook, you will need access to:

• A software or mobile application for managing work priorities and tasks. (E.g. a calendar application, to-do lists, task scheduler, organiser, or other similar technology).

 

• A Vocational Placement Provider that will allow access to:

 

• Feedback from the following personnel:
  • At least two (2) clients
  • Supervisor/Management
  • At least two (2) colleagues
  • At least one (1) external organisation you collaborated and liaised with during your Vocational Placement

 

• Competency standards relevant to your current work

Guidance: These may be accessed from the job description or key performance indicators (KPI) metrics provided in your Vocational Placement. The competency standards must be relevant to the role of case worker in the community services sector.

 

• Discussions relevant to your work performance with the following personnel:
  • Supervisor
  • At least (2) colleagues

 

• Advice from a specialist in the Vocational Placement Organisation regarding your personal and professional development and further training if required.

 

• Networks for you to participate in to help you enhance your personal knowledge, skills, and work relationships.

 

• Personal and professional development opportunities and options, including:

Guidance: Development opportunities or options may include but not limited to training, workshops, seminars you can participate in or attend and or coaching and mentoring you received during your Vocational Placement.

 

1. Managing Work Priorities

For this part of the assessment, you will be required to demonstrate effective planning of your work priorities and tasks while on Vocational Placement.

You will need a software or mobile application for managing work priorities and tasks. (E.g. a calendar application, to-do lists, task scheduler, organiser, or other similar technology).

 

Steps to take:

1. Plan and plot two (2) weeks’ worth of Vocational Placement work tasks and priorities using the software/mobile application you have chosen to complete this assessment with.

 The tasks and priorities you plot here must be relevant to your Vocational Placement.

2. If you are using a web-based application, provide a link to your schedule of tasks or priorities.
3. However, if this is not the case, provide a screenshot showing the schedule of tasks and priorities you have plotted in your chosen software/mobile application.

 

2. Reflective Journal

For this part of the assessment, you will be required to complete a Reflective Journal as part of the documentation of your experiences relevant to your personal and professional development during your Vocational Placement.

Read the instructions below to guide you in completing this Reflective Journal.

 

Guidelines:

1. This Reflective Journal is made up of eight (8) journal entries.
2. Each entry contains Reflection Guides. These guides will assist you in providing the information required to complete each journal entry.
3. The Reflection Guides also contain instructions and activities you need to complete to enable you to provide the information required. A summary of requirements is outlined in the Reflective Journal Overview located in the following.
4. When completing each journal entry, always provide complete responses, where required.
5. Your responses must always be based on your experience during your Vocational Placement.
6. Whenever the Reflection Guides tell you to do so, discuss your responses with your In some entries, the Reflection Guides will ask you to provide summaries of your discussions with your supervisor and other relevant stakeholders such as clients and co-workers.
7. Each journal entry must be signed off by your supervisor to attest that your responses to each journal entry are factual, accurate, and reflective of your Vocational Placement experiences.

 

3. Observation Form

This part of the assessment outlines all the tasks, skills and performance requirements relevant to undertaking personal and professional development.

You are required to complete the tasks outlined in the observation form provided for this subject according to the quality standards set by your vocational workplace, and in compliance with the industry standards relevant to the role of case workers.

 

Steps to take:

1. Locate the Observation Form Subject 3 in the next

Guidance: It is recommended that you print a copy of the Observation as you will be bringing this with you as you complete the tasks at hand.

 

2. Review all the tasks outlined in the form. This will give you an idea what tasks you are required to complete for this subject. This will help you plan your tasks, and arrange for your supervisor to observe and confirm your completion of each

 

3. Complete the form by:
   1. Providing specific descriptions of how you completed ALL tasks and
   2. Providing the date(s) of when you completed ALL tasks and
   3. Providing other details relevant to the completion of these tasks and activities, where (E.g. The clients you supported while completing each task).
   4. Have your observer sign his/her initials on the space provided for each task as they are completed.

 

SUBJECT 4 – Case Management Part 1: Working with Clients

This section will assist the documentation of your successful completion of the skills requirements relevant to the units addressed in this subject:

 

CHCCSM005	Develop, facilitate and review all aspects of case management
CHCCCS004	Assess co-existing needs
CHCCSM004	Coordinate complex case requirements

 

Subject Overview

This part of the Skills Workbook requires you to contribute to the case management process and coordinating complex cases within your organisation.

 

This subject is divided into five (5) tasks:

TASK 1 – Intake Interview

TASK 2 – Assessment Interview

TASK 3 – Development of Case Management Plans

TASK 4 – Facilitate Case Conference and Meeting

TASK 5 – Observation Form

 

Resources Needed for Assessment

To complete the assessment activities included in this part of the Skills Workbook, you will need access to:

• A Vocational Placement Provider that will allow access to:
  • Two (2) clients with complex case requirements
  • At least two (2) co-workers/colleagues/other case managers

 

You may use the case management forms and templates available in your Vocational Placement Workplace. However, in case these are not available, you may use the ones provided within this Skills Workbook.

 

1. Intake Interview

For this part of the assessment, you are required to undertake an intake interview, on two (2) separate occasions, with two (2) clients. Arrange with your supervisor, access to clients with complex care requirements.

 

Steps to take:

1. Review your organisation’s policies and procedures in completing an intake interview for clients.

Guidance: These may have already been provided to you on your first day of Vocational Placement or during your induction and orientation in the service.

 

2. Request for your supervisor’s authorisation to access the referral form or the details of the client. Review the client’s details before proceeding with the intake interview.

 

3. Follow your organisation’s policy and procedure in completing the intake Ensure that you have:

(1) Introduced yourself and the service, and sought introduction from the

(2) Engaged the client by establishing rapport and trust.

(3) Identified the purpose of the interview, oriented the client, and sought the client’s

(4)Explained the following and sought the client’s feedback:

1. • your role as case manager and case coordinator
   • the assessment process and its practical aspects
   • client’s rights and responsibilities, including rights to appeal and avenues for complaints
   • the methods of communication between you/service and the client
   • the procedures for release of personal information to another party and the requirement for informed consent for release

(5) Explored the most urgent issues the client is experiencing and prioritised these with the

1. • Developed an intake action plan with the client that contains the following:
   • most urgent needs of the client (at least three)
   • desired result/goal for each need
   • activities/strategies that will be used to pursue each goal
   • responsible person/s who or service/s that will carry out each activity/strategy
   • time frame for the activities/strategies

 

4. You may use your organisation’s forms to document the intake interview or you may locate the following templates below:

• • Intake Checklist
  • Intake Form
  • Intake Action Plan

 

2. Assessment Interview

To complete this part of the assessment, you must conduct a formal assessment interview, on separate occasions, with two (2) clients. Arrange with your supervisor, access to clients with complex care requirements.

 

Steps to take:

1. Review your organisation’s policies and procedures in completing a formal assessment interview for

These may have already been provided to you on your first day of Vocational Placement or during your induction and orientation in the service.

 

2. Follow your organisation’s policy and procedure in completing formal assessment interview. Ensure that you have:

1. 1. Re-established rapport and trust
   2. Reviewed what happened during the previous meeting and discuss the intake action plan and its results with the client
   3. Explained to the client the agenda for this meeting
   4. Encouraged the client to ask questions and raise concerns, if there are any

 

3. Conduct the formal assessment interview using the process employed by your Information collected from the client must at least cover the following:

Guidance: Ensure privacy and confidentiality all throughout the interview.

• Presenting concerns
• Past medical history and background
• Previous agency/service involvements
• Psychosocial and behavioural health
• Psychosocial support systems
• Risk assessment
• Need for short-term and long-term support
• Strengths, weaknesses, goals

 

4. Summarise the information collected from the formal assessment interview and document it using the assessment form used by your organisation or use the template provided below.

 

5. Follow these guidelines in documenting the assessment interview:

• • Bullet points may be used in lieu of a narrative/essay
  • Paraphrasing may be used to convey the general idea of what is being
  • Record the client’s exact words using quotations marks if there is a need to highlight his/her statement(s).
  • Use simple but appropriate Slang may only be used if the client’s exact words are being recorded.
  • Write objectively, concisely in the active voice, and include only necessary

 

3. Develop Case Management Plan

For this task, you are required to develop an appropriate case management plan for each of your two (2) clients.

 

Steps to take:

1. Before creating the case management plan, reflect on the outcomes of the intake and assessment interview to be able to identify and analyse the multiple and complex needs that you need to consider in developing the case management plan.
2. Evaluate the needs of the client based on the information gathered during intake and Prioritise the client’s needs based on his/her responses from the previous interviews.
3. Once the needs are identified, research and compile information on the availability and capacity of other services that can support the client. Keep in mind that a specialist’s input is of particular importance to support multiple and complex
4. Develop the case management plan using the template provided below:

(1) List all known persons currently contributing to the client’s care. This includes the individual, carer/advocate, key worker/ case manager/ coordinator, specialists (e.g., GP, health/community providers, substitute decision maker, family members, volunteers or friends who provide assistance). The following must also be in the case management plan:

• • Full name of the participants involved in care
  • His/her role or kind of support he/she is giving the client
  • Contact details (e.g., phone, emails, )
  • Will the participant involved in care be included in the planning process?
  • Will the participant involved in care be provided with a copy of the care plan?

 

(2) Provide a summary of the outcome of the assessment interview in bullet points. This must include the identified multiple and complex needs of the client that the plan is meaning to address.

 

(3) Complete the Support Plan:

• • Under Opportunities, provide five (5) needs/concerns that were identified during the assessment List these needs/concerns in order of priority.
  • For each Opportunity, set two (2) goals that are SMART— specific, measurable, attainable, realistic, and time-bound.
  • For each goal, identify the action/s or step/s required to achieve them, specify the responsible person/s, and the expected outcome/s.
  • Specify the date set for the completion of each action/s or step/s.

 

5. Consider the following when developing the case management plan:
   • All available services are explored and the most appropriate ones are included in the
   • Ensure that the responsible person/s’ and/or service/s’ experience and capability matches the support needed by the
   • Ensure that the service providers you have identified are accessible to the client and to you, as the client’s case
   • Use an inclusive approach when developing the

 

4. Facilitate a Case Conference

This part of the assessment will require you to develop the Agenda and prepare for the case conference. You are also required to facilitate the case conference and ensure that it remains focused. Arrange with your supervisor access to at least two (2) co-workers/ colleagues/ other case managers who will attend the case conference. Your supervisor must also be in attendance for him/her to observe your case conference facilitation.

 

Steps to take:

1. Prepare for the case conference by:
   1. Securing the attendance of at least two (2) co- workers/colleagues/other case managers who will attend the case conference
   2. Reserving a room in the service for the venue of the conference
   3. Reproducing the developed case management plans (ensure that the number of copies is enough for the attendees)
   4. Creating the meeting agenda, including the following details:
      • Description of the meeting
      • Date and time start/finish
      • Venue
      • Attendees
      • Agenda item, who is assigned to discuss it, how long should it be tackled, and time start/finish for each

 

2. Facilitate the case conference. During the preliminary part of the meeting, you must be able to:
   1. Initiate a round of introductions and provide the purpose/aims of the
   2. Clarify the allotted time for the meeting, and state that you will be facilitating and taking the minutes. Ensure all the attendees that a copy of the minutes will be sent to all relevant service providers involved in the
   3. Distribute the Agenda and the case management plans to all
   4. Explain how the case conference will go about to all the attendees. (e.g., conference will be divided into two parts as two case management plans will be discussed and reviewed).
3. Discuss the Agenda and outline the case history of the
4. Facilitate the meeting. Restate that the main objective of the meeting is to discuss how everyone in attendance will work together, supply support to assist the client, and make an agreement to monitor the client’s progress toward achieving the set

If the discussion focus shifts from the main objective of the meeting, your role as facilitator is to remind the group of the current task in hand and the required outcome.

5. Cover the following during the meeting:

• Roles, responsibilities and boundaries of workers/ service providers/ organisations are defined
• Needs, rights and responsibilities of the client, client’s family (if applicable), community, and service providers are identified and agreed upon
• Processes of coordinated/integrated service delivery and service provision requirements are explained
• Case management plan is reviewed with the service providers:
  • Prioritised needs of the client are communicated to all service providers
  • Realistic targets for change or action for client are set
  • Barriers to attaining outcomes are identified
• Collaborative working    arrangements   and    requirements   are determined:
• Service duplication must be identified
• If duplication is identified, steps on how to manage these must be outlined
• If there are case management plan issues that cannot be met by the services present, it should be identified which services are to be contacted and who will undertake this role
• Procedure on how to coordinate must be explained to the client to minimise stress and confusion

6. Ask all the attendees for their feedback on the identified recommendations and the emerging case management
7. Identify the case meeting outcomes by clarifying the responsibilities and timeframes for the attendees. The process for monitoring and reviewing outcomes must also be established. Ensure that these are recorded and agreed upon by everyone in
8. Summarise all points discussed in the
9. Close the meeting by informing all attendees that the minutes and copy of the revised case management plan will be provided to
10. Document the case conference using the Meeting Minutes template provided on the next pages. Prior to submitting minutes to your assessor, request all the attendees, including your supervisor, to date and sign
11. Revise the case management plans based on the recommendations gathered from the case conference.

 

5. Observation Form

This section outlines all the tasks, skills and performance requirements relevant to working with clients in the case management process.

 

You are required to complete the tasks outlined in the observation form provided for this subject according to the quality standards set by your vocational workplace, and in compliance with industry standards relevant to the role of case managers.

 

Steps to take:

1. Locate the Observation Form Subject 4 found on the following pages. Guidance: It is recommended that you print a copy of the Observation as you will be bringing this with you as you complete the tasks at

 

2. Review all the tasks outlined in the form. This will give you an idea what tasks you are required to complete for this subject. This will help you plan your tasks, and arrange for your supervisor to observe and confirm your completion of each

 

3. To complete the form, you are required to:
   1. Provide specific descriptions of how you completed ALL tasks and
   2. Provide the date(s) of when you completed ALL tasks and
   3. Provide other details relevant to the completion of these tasks and activities, where required. (E.g. The clients you supported while completing each task).
   4. Have your observer sign his/her initials on the space provided for each task as they are completed.

 

SUBJECT 5 –Case Management Part 2: Working with Peer Case Workers

This section will assist the documentation of your successful completion of the skills requirements relevant to the units addressed in this subject:

 

BSBWOR502	Lead and manage team effectiveness
CHCMGT005	Facilitate workplace debriefing and support processes

 

Subject Overview

This part of the Skills Workbook requires you to work effectively with peer case workers within your organisation.

 

This subject is divided into four (4) tasks:

TASK 1 – Debriefing and Crisis Procedure

TASK 2 – Monitoring Well-being and Performance

TASK 3 – Developing Case Management Plans

TASK 4 – Observation Form

 

Resources Needed for Assessment

To complete the assessment activities included in this part of the Skills Workbook, you will need access to:

• A Vocational Placement Provider that will allow access to:
  • At least two (2) co-workers/colleagues/other case managers who are part of the work team
  • At least one (1) client whom the work team is supporting
  • Policies and procedures relating to debriefing and crisis procedures
  • Where possible, a copy of the work team’s performance plan

All forms and templates needed for assessment are provided within this Skills Workbook.

 

1. Debriefing and Crisis Procedures

For this part of the assessment, you will be required to gather information about the organisation’s policies and procedures relevant to crisis procedures and debriefing process.

 

For this assessment, you will require access to:

• Policies and procedures of the organisation for at least one (1) crisis situation

Guidance: Crises situations may include but not limited to: potential suicide/suicide ideation of client, domestic violence, self-harm, and behaviours of concern demonstrated by a client.

• Policies and procedures of the organisation for staff debriefing
• List of available resources for debriefing, and crisis procedures
• Legal and ethical considerations relating to debriefing, and crisis procedures

 

Steps to take:

1. Ensure that you have discussed with your supervisor the resources required for this assessment and have secured necessary permissions to access information from the organisation.

 

2. Identify one (1) crisis situation to which the Vocational Placement Organisation responds to as part of their

 

3. Identify two (2) indicators of risk to self and two (2) indicators of risk to others brought about by the crisis

E.g. If a client had attempted suicide, the client may show physical signs such as unexplained injuries.

 

4. Provide information about the policies and procedures relating to this crisis situation, including the following:
   • How the organisation will respond to the situation
   • Reporting requirements (e.g. details required for the incident)
   • Reporting procedures
   • Person/s responsible for taking action on the situation

 

5. Provide information on the organisation’s process for debriefing staff who have experienced/witnessed critical incidents or crisis situations. Guidance: Outline the procedures for staff

 

6. Identify three (3) resources that the organisation has for crisis procedures, and three (3) resources for staff debriefing.
7. Specify the following:
   • one (1) legal consideration for crisis procedures and one (1) legal consideration for debriefing procedures
   • one (1) ethical consideration for crisis procedures and one (1) ethical consideration for debriefing procedures
8. Describe how each legal and ethical consideration you specified is applied in the organisation. Provide your responses in the appropriate sections in the template:
   • Crisis Procedures
   • Staff Debriefing Procedures

    

2. Monitor Wellbeing and Performance

For this part of the assessment, you will be required to conduct a meeting with at least two (2) colleagues in the workplace. This will involve:

• Having your colleagues complete a Stress Questionnaire
• Creating an Action Plan with your colleagues to address the current and potential areas of need in the workplace
• Identifying the professional and personal performance standards of your colleagues and use them to monitor their wellbeing and performance

 

For this assessment, you will require access to:

• Two (2) colleagues who have experienced work-related stress in line with their roles as case workers or case managers

Guidance: Where possible, they can be members of a team whom you will be working with during your Vocational Placement. This does not have to be major stress issues – it could be as simple as not being able to complete all duties within the working hours, etc.

 

This assessment is divided into two (2) tasks:

• Task 1 – Stress Questionnaire
• Task 2 – Action Plan and Performance Standards Checklist

 

Prior to commencing this part assessment, ensure that you have discussed and confirmed with your supervisor and two (2) colleagues the participation required of them for this assessment.

Instructions are provided for each part of the task to guide you in completing this assessment.

 

Task 1 – Stress Questionnaire

For this assessment, you are required to have your colleagues complete a Workplace Stress Questionnaire.

 

Steps to take:

1. Have each of your two (2) colleagues complete a Stress Questionnaire provided in this workbook. Once completed, have them return to you the form.

Guidance: Ensure that you collect the completed forms as soon as possible as you will require their responses for the succeeding task.

 

2. Ensure to maintain the privacy and confidentiality of the information provided by your colleagues, however, the questionnaires must be signed off by your supervisor to ensure validity and authenticity of the participants.

 

Task 2 – Action Plan and Performance Standards Checklist

For this assessment, you are required to:

• Create an action plan with your colleagues to address the current and potential areas of need in the workplace
• Discuss with your colleagues about their professional and personal performance standards in line with their work role

 

Steps to take:

1. Schedule a discussion with your two (2) colleagues who responded to the Ensure that you have secured necessary permissions from your supervisor and colleagues prior to commencing this task.

 

2. In your discussion, clarify with your colleagues your work role and the purpose of the meeting. Inform them that the data gathered relating to them is for assessment purposes only. Ensure them that you will maintain the privacy and confidentiality of their

 

3. Discuss with your colleagues the results of the questionnaire based from your Complete the Action Plan template provided in this workbook.

 

4. In your Action Plan, identify at least two (2) current areas of need in the workplace, and two (2) potential areas of need, in line with minimising or eliminating the stress experienced by the workers.

 

5. Discuss and identify strategies on how each area of need can be addressed. Specify the following:
   • Purpose of the proposed action plan
   • Person/s responsible for the strategy
   • Expected outcomes for each strategy
   • Expected completion date of the action plan
   • Monitoring and review procedure

 

3. Team Performance Plan

For this assessment, you are required to:

• Develop a Team Performance Plan with your work
• Discuss the completed Team Performance Plan with at least one (1) client and the supervisor.

 

For this assessment, you will require access to:

• Two (2) colleagues who are members of your work
• At least one (1) client whom your work team is

 

This assessment is divided in two (2) tasks:

• Task 1 – Team Performance Plan
• Task 2 – Action Plan and Performance Standards Checklist

 

Prior to commencing this part of the assessment, ensure that you have discussed and confirmed with your supervisor, two (2) colleagues, and the client whose participation is required for this assessment.

Instructions are provided for each part of the task to guide you in completing this assessment.

 

Task 1 – Team Performance Plan

For this assessment, you are required to:

• Develop a Team Performance Plan with your work
• Discuss the completed Team Performance Plan with at least one (1) client and the supervisor.

 

Steps to take:

1. Schedule a discussion with at least two (2) members of your work team in the Vocational Placement Organisation.

 

2. Inform them that you will be developing a team performance plan as part of this assessment. Where possible, seek their assistance in identifying the required information listed in Step

 

Note: When developing the team performance plan, ensure to inform your supervisor and your colleagues that the plan you will develop with them will not necessarily be used by the work team when performing their tasks in the organisation, but only as part of this assessment. However, you may seek their permission to use their current team performance plan as basis for completing this assessment.

 

3. Complete the Team Performance Plan template provided in this Your plan must include the following:
   1. Name of team members
   2. Plan period, i.e. the timeframe set for completing all the tasks in the plan
   3. Two (2) key performance indicators for the team
   4. Two (2) goals of the team relevant to the organisation
   5. One (1) strategy each to achieve each goal specified
   6. One (1) expected outcome when the strategy has been implemented
   7. Person/s responsible for implementing the strategy
   8. Expected timeframe for completing the task

Guidance: Indicate the duration, e.g. 2 weeks, 1 month, etc.

4. Discuss with at least one (1) client of the team/case worker the performance plan you Have them sign their name at the end of the plan. They may use fictitious names to ensure the privacy and confidentiality of information.

 

Have your supervisor sign off the completed template to ensure validity and authenticity of the participants.

 

4. Observation Form

This section outlines all the tasks, skills and performance requirements relevant to working with clients in the case management process.

 

You are required to complete the tasks outlined in the observation form provided for this subject according to the quality standards set by your vocational workplace, and in compliance with industry standards relevant to the role of case managers.

 

Steps to take:

1. Locate the Observation Form Subject 5 found on the following pages. Guidance: It is recommended that you print a copy of the Observation as you will be bringing this with you as you complete the tasks at

 

2. Review all the tasks outlined in the form. This will give you an idea what tasks you are required to complete for this subject. This will help you plan your tasks, and arrange for your supervisor to observe and confirm your completion of each

 

3. To complete the form, you are required to:
   1. Provide specific descriptions of how you completed ALL tasks and
   2. Provide the date(s) of when you completed ALL tasks and
   3. Provide other details relevant to the completion of these tasks and activities, where (E.g. The clients you supported while completing each task).
   4. Have your observer sign his/her initials on the space provided for each task as they are completed.

 

SUBJECT 6 – Program Development

This section will assist the documentation of your successful completion of the skills requirements relevant to the units addressed in this subject:

 

BSBPMG522	Undertake project work
CHCCCS007	Develop and implement service programs

 

Subject Overview

This part of the Skills Workbook requires you to contribute to undertaking project work and developing and implementing service programs.

 

This subject is divided into four (4) tasks:

TASK 1 – Consumer Participation and Engagement

TASK 2 – Program Development

TASK 3 – Program Implementation and Monitoring

TASK 4 – Program Evaluation

 

Resources Needed for Assessment

To complete the assessment activities included in this part of the Skills Workbook, you will need access to:

• Vocational placement provider that will allow access to:
  • Policies and procedures on consumer participation and engagement
  • Project plans that can and will be implemented in the organisation
  • Participation of consumers, stakeholders, staff and employees to assess needs required in the creation of consumer engagement plan
  • At least two (2) consumers of the organisation, either former or current
  • At least two (2) co-workers in the organisation to do the Project planning with

All forms and templates needed for assessment are provided within this Skills Workbook.

 

1. Consumer Participation and Engagement

This assessment will require you to undertake Consumer Participation and Engagement. This assessment is divided into three (3) tasks.

Task 1 – Consumer Participation Audit

Task 2 – Discussion of Audit Outcomes in a Meeting

Task 3 – Consumer Engagement Plan

Follow the instructions outlined under each task to complete this assessment.

 

Task 1 – Consumer Participation Audit

 

Steps to take:

1. Access and review your organisation’s policies and procedures on consumer

These may have already been provided to you on your first day of Vocational Placement or during your induction and orientation in the organisation.

 

2. Fill out the Consumer participation audit template. Conduct the audit by interviewing two (2) consumers of the organisation: 1 former and 1 current or 2 current consumers.

 

Supplementary Questions

1. What philosophies or attitudes does your Vocational Placement Organisation have in place for consumer participation? Provide at least two (2) philosophies or attitudes.

2. Based on your responses in Question 1, select one (1) philosophy and briefly discuss if it is written or outlined as a policy in the organisation. Provide only a summary.

3. As a case worker, how do you think consumer participation affects the overall delivery of service in the organisation?

 

Task 2 – Discussion of Audit Outcomes in a Meeting

This part requires you to conduct a meeting with at least two (2) staff members to discuss the outcome of the audit that was previously conducted.

 

Steps to take:

1. After conducting the Consumer participation audit, gather at least two (2) staff members to discuss the outcomes of the audit that the candidate has

 

2. Consider the following questions in the discussion:
   • What areas are important to focus on in developing consumer participation in your organisation?
   • How will outcomes of the audit be shared to staff and consumers that were not able to participate?
   • Are there opportunities for them to comment on the priorities?

Guidance: Note that it is important that these questions be answered because the needs and priorities that we want to be raised regarding consumer participation should be representative of the staff’s and consumers’ thoughts and not just by a selected few.

 

3. Identify the priorities that can be worked on and can be addressed Based on the levels of participation in the Audit form, priorities can be identified.

 

Task 3 – Consumer Engagement Plan

This part requires you to create a Consumer engagement plan based on the priorities that were identified in the Consumer participation audit previously conducted.

The consumer engagement plan will describe the activity that will be implemented to ensure that the consumers are able to participate and be involved in the organisation.

 

Specifically this will cover:

• Time frame, purpose, goals and objectives of the activities
• Target audience and type of activity
• Outcomes and measures of success
• Resources and communication strategies
• Evaluation of the plan

 

Steps to take:

1. Locate the Consumer Engagement Plan provided in the next

2. Create the   plan    based    on   the   previously   conducted   consumer participation audit.

3. Have your supervisor sign the completed Consumer Engagement Plan.

 

Supplementary Question

1. Based on the audit and the meeting you performed, explain why you have chosen the specific consumer need to be the focus of your Consumer Engagement Plan. Explain in not more than 150 words.

 

2. Program Development

This part requires you to develop a project plan on a specific program that is needed by the organisation’s consumers.

Specifically, you will be required to develop an project plan with that includes the following:

• Objectives and scope, outcomes and outputs
• Stakeholders
• Resource Management
• Risk Management
• Communication Management

 

Steps to take:

1. Locate the Project Plan Form in the next

Guidance: It is recommended that you print a copy of the Project Plan since this will be used in a meeting with your co-workers.

 

2. Review all the parts of the Project Plan and answer them

 

3. Ensure that there are at least two (2) co-workers with you when you have the meeting. Since this is a planning meeting, it would involve the input of other people to come up with the best output

 

4. To complete the form, you are required to:
   1. Provide the organisation’s name, the purpose of the project plan and project
   2. Fill out the succeeding parts of the The template found below has tips/guidance that can help you provide what is being asked.

 

5. Have your supervisor approve the finalised form by signing on the last page of the Project Plan.

 

6. Ensure that you have your co-workers sign on the front of the Project Plan under “Sign Off.”

 

3. Program Implementation and Monitoring

For this part of the assessment, you are implement the Project Plan that you developed. However, if this is not possible within the organisation, it will be best that you get involved in the implementation of one of the organisation’s programs. This part of the assessment you are also expected to monitor the implemented program and review if the processes and events within the program are accomplished or achieved.

 

Steps to take:

1. Implement the Project Plan that you developed. Where this is not possible, you can coordinate with your Supervisor and get involved with implementing one of the organisation’s programs.

 

2. Locate the Project Monitoring Sheet provided in the next page.

 

3. Perform a review on the processes of the project that were implemented to check if set outcomes and outputs were achieved.

 

4. Review all the parts of the Project Monitoring Sheet and answer them completely.

 

5. Monitoring should be done at least twice (2x) during your placement. This is to see if there are changes within the time frame that you are working in the organisation.

 

6. Ensure that your Supervisor has signed the Project Monitoring Sheet.

 

4. Program Evaluation

For this part of the assessment, you are asked to conduct an overall evaluation for program that was implemented. In this evaluation, you are not just monitoring the sections or stages that were already marked done but see if the overall goals and objectives have been achieved and to see what effects they have produced.

 

Steps to take:

1. Locate the Program Evaluation Sheet in the next

 

2. Review all sections of the Program Evaluation sheet and answer them

 

3. To complete the form, you are required to:
   1. List down the outcomes and the deliverables and set their indicators.
   2. Make sure to list the people responsible for each outcome and the time frames when they should have been completed.
   3. Indicate if they were achieved or not.
   4. Provide a short description of the reason why they were not achieved if your answer is ‘no’ in letter c.
   5. Answer the other remaining questions that follow to have a clearer picture on what happened after the project was implemented.

 

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