Unit 6 Case Plan Assignment
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Due Date: Sunday at 11:59 pm EST Points: 100 Overview: Now that we are in the assessment and planning phase of case management, it is your
turn to practice what you have learned! For this assignment, you will develop a case
plan for your client, Sue. This case plan will focus on setting goals and identifying
objectives to support your client in achieving each long or short-term goal.
Instructions: Using the provided Case Plan template, you will develop at least 5 goals and objectives
for Sue based on the information you have. Be sure to fill out each column fully for each
goal. Here are a few pointers and instructions regarding each column:
• Type/Need: What type of goal is this? What need does this meet for the client?
Is it related to income/finances, housing, education, transportation, medical?
Your responses for this column can be one-word responses that identify the
type/need.
• Goal: Identify the specific goal that you and Sue are setting to meet her identified
need. Remember to apply the concept of SMART goals to your work.
• Objectives: Identify at least 3 objectives for each goal. In applying the SMART
goal principles, these should be very specific steps that will help Sue achieve the
identified goal.
• Referral: Share what referral you have made for Sue, if needed. For example, if Sue’s
goal relates to employment, a possible referral may be to a job training program.
• Follow-Up/Check-In: When will you follow up with Sue? What will you follow-up about:
meeting one or more objective? Will you follow up after the goal has been met? Will you
follow up with the provider to determine that the referral has been completed?
Requirements:
• Your case plan must be submitted using the provided template attached to the
assignment in Blackboard.
Case Plan Assignment
HSV340 – Case Management
© 2022 Post University, ALL RIGHTS RESERVED
Be sure to read the criteria below by which your work will be evaluated before you write and again after you write.
Evaluation Rubric for Case Plan Assignment
CRITERIA Deficient Needs Improvement Proficient Exemplary
0 Points 15 points
Number of
Goals
Less than 5 n/a n/a At least 5
0 – 8 Points 9 – 11 points 12 – 14 points 15 points
Type/Need
Identifications
Missing or all incorrectly
identified.
Some correctly identified.
Most correctly identified.
All correctly identified.
Goals Missing or do not meet any of Sue’s needs or are not written using SMART guidelines.
Some goals meet Sue’s needs and at least some are written using SMART guidelines.
All goals meet Sue’s needs and most are written using SMART guidelines.
All goals meet Sue’s needs and are written using SMART guidelines.
Objectives Missing objectives for one or more goals.
At least 1 objective per goal identified.
At least 2 objectives per goal identified with specific steps to meet Sue’s goals.
At least 3 objectives per goal identified with specific steps to meet Sue’s goals.
Referrals Missing or inadequate.
Some referrals provided.
Most referrals correctly provided.
All referrals correctly provided.
Follow-up /
Check-in
Missing or inadequate.
Some follow- up/check-ins timing and purpose correctly identified.
Most follow- up/check-ins timing and purpose correctly identified.
All follow-up/check- ins timing and
purpose correctly identified.
0 – 5 Points 6 – 7 points 8 – 9 points 10 points
Clear and
Professional
Writing
Errors impede professional presentation.
Significant errors that
do not impede
professional
presentation.
Few errors that do
not impede
professional
presentation.
Writing and format
are clear, professional.