Community & Social Services
Case Management skills assessment
Case managers walk alongside people at difficult times. This scorecard covers assessment, planning, advocacy, record keeping and boundaries so organisations can develop consistent, safe practice.
- 12 skills to score
- 1–10 scale on every skill
- 5 starting levels
The 12 Case Management skills you can score
These are the default Case Management skills in SkillScorer. Each one is scored from 1 to 10 for every worker, and you can edit, remove or add skills at any time.
Needs Assessment
Assesses needs and strengths holistically and respectfully.
Case Planning and Goal Setting
Develops client-led plans with clear goals.
Advocacy
Speaks up for clients with services and agencies.
Service Referral and Coordination
Connects clients to appropriate services.
Client Engagement
Builds trust and involves clients in decisions so they take part willingly in their plans.
Risk Assessment and Safety Planning
Identifies risks to clients and others and develops practical safety plans.
Case Notes and Documentation
Writes clear, factual and timely case notes that meet organisational and legal requirements.
Professional Boundaries
Maintains clear, respectful boundaries with clients and manages conflicts of interest.
Cultural Competence
Practises respectfully across cultures.
Trauma-Informed Practice
Understands how trauma affects clients and adapts communication and support to avoid re-traumatising.
Review and Outcome Measurement
Reviews plans regularly and uses measures to show what has changed for the client.
Confidentiality and Consent
Protects client information, obtains informed consent and explains the limits of confidentiality.
Levels included with Case Management
Case Management starts with 5 levels, which SkillScorer calls “Career Stage” for community & social services, so workers can be grouped and compared fairly. Rename, reorder or replace them at any time.
- Support Worker
- Case Worker
- Senior Case Worker
- Team Leader
- Program Manager
How Case Management works in SkillScorer
Score
Each worker in a program is scored on the Case Management skills in the Skills Matrix: tap a cell, type a score, and it saves itself.
Compare
Rank workers, compare two side by side, or compare your programs against each other to see exactly where the strengths and gaps are.
Track
Scores are kept year after year, so you can see who is improving and which Case Management skills need attention. Reports also follow each team leader's program.
Case Management scorecard: common questions
What skills does the Case Management scorecard include?
SkillScorer's Case Management scorecard covers 12 skills: Needs Assessment, Case Planning and Goal Setting, Advocacy, Service Referral and Coordination, Client Engagement, Risk Assessment and Safety Planning, Case Notes and Documentation, Professional Boundaries, Cultural Competence, Trauma-Informed Practice, Review and Outcome Measurement and Confidentiality and Consent. Each one comes with a written description of what it measures, and you can edit, rename, remove or add skills to suit your organisation.
How are workers scored in Case Management?
Every worker is scored from 1 to 10 on each skill (1 = Poor, 5 = Average, 10 = Elite), one program and year at a time. Scores autosave in the Skills Matrix, and the 18 built-in reports turn them into rankings, radar charts, skill gaps and year-on-year trends.
Which levels come with Case Management?
Case Management starts with these levels (called “Career Stage” in the app): Support Worker, Case Worker, Senior Case Worker, Team Leader and Program Manager. They are just a starting point, so you can rename, reorder or replace them.
Can I change the Case Management skills and wording?
Yes. The skills, levels and labels are all editable per organisation. In community & social services the app talks about workers, programs and team leaders, and you can change any of those words too.
Score Case Management with SkillScorer
Book a demo and we'll set up Community & Social Services and Case Management with the skills, levels and wording ready to go.
Book a demo