Implementing and monitoring a case management plan.

Assume you are a case manager completing an assessment in collaboration with your client/s.

Identify the key elements of the intake, assessment and planning processes? Specify the dilemmas these stages of case management have for the case manager?

Journal Question 3: What are the essential aspects to implementing and monitoring a case management plan.

Specify the dilemmas these stages of case management have for the case manager?

Individualized Service Delivery

Question Two


This is the first meeting with clients that present case managers the opportunity to collect information to tackle their needs while encouraging engagement as well as retention of the service process. This is the stage used to establish whether or not a client needs have been met. Nonetheless, at this time, it may be hard for the case managers to adequately determine the suitable strategy to fulfill client’s needs and examine their readiness to participate in case management (Australian Bureau of Statistics, 2012). This process comes with ethical dilemmas as case managers may choose an inappropriate approach.


Assessment is the first step of developing clients’ needs. In addition, it is an essential phase of case management (Chappell, 2012). It involves collecting all needs of the clients to develop the case. This may require collecting and analysis of clients’ information. Moreover, assessment can be carried out with no direct contact with clients, rather gathering useful historical data to help understand a client’s needs. As a result of the complex nature of the assessment phase, case managers are required to be flexible so as to not only identify but also address developments as they emerge while reviewing approaches and objectives as needed (Calgary Homeless Foundation 2012).  Much as partnership standards present specific areas to be covered in eligibility assessment, ethical dilemmas emerge because there are no requirements for separate expectations of clients besides eligibility assessment.


Planning process entails concentrating on structural components of case management like the occurrence and details of the problem, identifying measurable objectives and required services to address particular needs. Planning of the case is individualized with detailed documents looking at various elements of clients’ wellbeing in accordance with useful, factual data (Gursansky, Kennedy & Camilleri, 2012). However, impartiality and objectivity are more and more essential aspects that present ethical issues to the case manager. For instance, a case manager working with institutions that offer services may be required to include such services in their case management recommendations, particularly when services are not suitable for policyholders.

Question Three


During implementation, case managers execute the case management plan and arrange the identified services. Moreover, it encompasses direct service delivery or refers to other agencies. Nonetheless, all the parties are required to understand their duties (Calgary Homeless Foundation, 2011). Case managers may face dilemmas during this phase especially in terms of introducing actions, a period clients start to disengage from the process. Other dilemmas include complex clients’ needs, hence calls for collaboration with an agency with lead case management role.                                                                                                                                                                                                     Moreover, case managers are coupled with various dilemmas during implementation when they are required to engage with clients. At this moment, there is the likelihood for the caregiver to compel the client as opposed to invoking a range of engagement approaches to establishing the strong basis of a remedial relationship with the consumer (Gursansky, Kennedy & Camilleri, 2012). Another dilemma stems from the act of trying to superimpose professional will on clients. This creates bitterness and creates disempowerment. The client gets an impression probably their judgment is defective and their penchants and dreams hardly matter.

Monitoring and Review

Monitoring is a continuous process to assess the effectiveness of implementation (Gursansky, Kennedy & Camilleri, 2012). In this phase, case managers face dilemmas that involve hindrances associated with implementing the case management plan changing needs of clients, which requires modifying strategies and goals.


Australian Bureau of Statistics 2012. Information Paper – A Statistical definition of           homelessness, 4922.0, Australian Bureau of Statistics, Commonwealth of Australia,         Canberra.

Calgary Homeless Foundation 2011.Standards of practice: case management for ending                           homelessness, Accreditation process & standards manual, Canadian Accreditation            Council of Human Services, Alberta.

Calgary Homeless Foundation 2012. Creating a future without youth homelessness, Retrieved                 May 1 2016

Chappell, C. 2012. Case coordination handbook: a field guide to the care planning and     management of people who have complex needs and occupy public places in Townsville,               Retrieved May 1 2016

Gursansky, D, Kennedy, R & Camilleri, P 2012. The Practice of Case MANAGEMENT, 1st        Edition, Allen and Unwin, St Leonards, NSW.

Gursansky, D., Kennedy, R., & Camilleri, P. 2012. The practice of case management: effective    strategies for positive outcomes, Allen & Unwin, Sydney.

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