Type: Individual
| Tools & Equipment | Materials |
|---|---|
| Pen | Foolscap paper |
| Feedback form |
| S/N | Item | Quantity |
|---|---|---|
| 1 | Chair | 2 Pcs per Candidate |
| 2 | Table | 1 Pc per Candidate |
| 3 | Pen | 1 Pc per Candidate |
| 4 | Foolscap paper | 2 Sheets per Candidate |
| 5 | Feedback form | 1 Pc per Candidate |
| 6 | Client (role-played by assessor or peer) | 1 Pc per Candidate |
| 7 | Quiet room | 1 Room per Candidate |
| Items to be Evaluated | Marks Available | Marks Obtained | Comments |
|---|---|---|---|
| TASK 1: Client Greeting and Initial Engagement | |||
| Welcomed the client warmly and courteously (Award 2 marks for a warm and professional greeting) | 2 | ||
| Self-introduced by name and role clearly (Award 2 marks for clear and confident self-introduction) | 2 | ||
| Established rapport using active listening (nodding, summarizing, paraphrasing) (Award 3 marks for effective rapport building with active listening) | 3 | ||
| Explained the case management intake process steps clearly (Award 3 marks for correctly explaining the five intake steps: Identify, Intake, Assessment, Case Planning, Implementation) | 3 | ||
| Ensured confidentiality by explaining informed consent and record security (Award 3 marks for explaining confidentiality, consent, and record handling) | 3 | ||
| Maintained professionalism and respected client dignity throughout (Award 2 marks for professional conduct and respect) | 2 | ||
| Sub-Total | 15 | ||
| TASK 2: Information Gathering | |||
| Used structured intake tool (questionnaire or checklist) to collect client background (Award 3 marks for following structured intake tools) | 3 | ||
| Recorded client responses accurately and legibly on foolscap paper (Award 2 marks for accurate note-taking) | 2 | ||
| Asked relevant open-ended and closed questions to clarify client needs (Award 2 marks for appropriate questioning technique) | 2 | ||
| Sub-Total | 7 | ||
| TASK 3: Session Closure | |||
| Summarized key points and next steps clearly to the client (Award 2 marks for clear session summary) | 2 | ||
| Answered client questions and obtained feedback using the feedback form (Award 2 marks for client engagement and feedback collection) | 2 | ||
| Thanked the client and ended the session professionally on time (Award 2 marks for courteous and timely session closure) | 2 | ||
| Sub-Total | 6 | ||
| PRODUCT CHECKLIST | |||
| Complete and legible client intake notes recorded on foolscap paper (Award 5 marks for thorough, accurate, and well-organized notes) | 5 | ||
| Sub-Total | 5 | ||
| GRAND TOTAL | 33 | ||
Type: Individual
| Tools & Equipment | Materials |
|---|---|
| Pen | Client Intake Form (Foolscap size) |
| Feedback Form |
| S/N | Item | Quantity |
|---|---|---|
| 1 | Chair | 3 Pcs per Candidate |
| 2 | Table | 1 Pc per Candidate |
| 3 | Client Intake Form (Foolscap size) | 2 Sheets per Candidate |
| 4 | Pen | 1 Pc per Candidate |
| 5 | Feedback Form | 1 Pc per Candidate |
| 6 | Private Room | 1 Room per Candidate |
| Items to be Evaluated | Marks Available | Marks Obtained | Comments |
|---|---|---|---|
| TASK 1: Conduct Client Reception and Introduction | |||
| Welcomed the client warmly and professionally (Award 1 mark for a warm, polite welcome) | 1 | ||
| Self-introduced clearly stating name and role (Award 1 mark for clear and confident self-introduction) | 1 | ||
| Established rapport using active listening and empathy (Award marks for nodding, summarizing, empathetic responses) | 3 | ||
| Explained the case management process including intake, assessment, planning, implementation, monitoring, and closure (Award 1 mark for each correct step explained clearly) | 6 | ||
| Ensured confidentiality by obtaining informed consent and explaining privacy measures (Award 1 mark each for consent, privacy explanation, trust building, dignity respect) | 4 | ||
| Sub-Total | 15 | ||
| TASK 2: Gather and Record Client Information | |||
| Used structured tools such as intake questionnaire and observation to collect data (Award 1 mark for use of intake form and 1 mark for observation) | 2 | ||
| Asked relevant questions to obtain personal, demographic and case-related information (Award 1 mark for each correctly asked question type) | 2 | ||
| Accurately recorded client responses on the intake form during the session (Award 2 marks for clear, legible, and complete notes) | 2 | ||
| Sub-Total | 6 | ||
| TASK 3: Develop Preliminary Case Plan | |||
| Drafted specific case goals such as improving client emotional wellbeing, academic support, or healthcare access (Award 2 marks for each specific, measurable goal identified, max 3 goals) | 6 | ||
| Identified intervention measures including medical check-up, counseling, and family support (Award 2 marks for each relevant intervention identified, max 3) | 6 | ||
| Listed useful resources such as medical services, counseling centers, and social services (Award 2 marks for each resource identified, max 3) | 6 | ||
| Sub-Total | 18 | ||
| TASK 4: Case Termination and Closure | |||
| Reviewed case goals and documented outcomes with client (Award 1 mark for reviewing goals, 1 mark for documenting outcomes) | 2 | ||
| Evaluated progress noting barriers or challenges encountered (Award marks for clear evaluation and noting challenges) | 3 | ||
| Obtained client feedback through Q&A and satisfaction survey (Award 2 marks each for feedback collection methods) | 4 | ||
| Provided a clear closure summary outlining reasons for ending, services provided, and outcomes achieved (Award 1 mark for each closure summary component) | 3 | ||
| Ended session on time and thanked the client (Award 2 marks for punctual and courteous conclusion) | 2 | ||
| Sub-Total | 14 | ||
| PRODUCT CHECKLIST | |||
| Intake form completed accurately with all required client personal and case-related information recorded legibly (Award marks for completeness, accuracy, and neatness of recorded data) | 10 | ||
| Sub-Total | 10 | ||
| GRAND TOTAL | 63 | ||