Type: Individual
| Tools & Equipment | Materials |
|---|---|
| Pen | Foolscap paper |
| Case management assessment tool questionnaire | Client file folder |
| Feedback form |
| S/N | Item | Quantity |
|---|---|---|
| 1 | Chair | 1 Pc per Candidate |
| 2 | Table | 1 Pc per Candidate |
| 3 | Client file folder | 1 Pc per Candidate |
| 4 | Pen | 1 Pc per Candidate |
| 5 | Foolscap paper | 2 Sheets per Candidate |
| 6 | Feedback form | 1 Pc per Candidate |
| 7 | Case management assessment tool questionnaire | 1 Pc per Candidate |
| 8 | Private consultation room | 1 Room per 2 Candidates |
| 9 | Client (role-played by actor or assessor) | 1 Client per Candidate |
| Items to be Evaluated | Marks Available | Marks Obtained | Comments |
|---|---|---|---|
| TASK 1: Introduction and rapport building | |||
| Welcomed the client and self-introduced professionally (Award 2 marks for proper greeting and introduction; 0 if absent) | 2 | ||
| Established rapport using active listening and empathy (nodding, summarizing, appropriate tone) (Award up to 5 marks for effective rapport building techniques) | 5 | ||
| Explained the case management process clearly (identify, intake, assessment, planning, implementation, monitoring, closure) (Award 1 mark for each correctly explained step, max 6 marks) | 6 | ||
| Ensured confidentiality: obtained informed consent, built trust before sensitive questions, secured records, respected client dignity (Award 1 mark for each confidentiality measure properly applied) | 4 | ||
| Sub-Total | 17 | ||
| TASK 2: Gathering relevant client information | |||
| Used structured tools including the assessment questionnaire and observation (Award 1 mark for use of questionnaire and 1 mark for observation) | 2 | ||
| Asked relevant questions to obtain background information (education, family, health, social circumstances) (Award 1 mark per relevant information area covered, max 3) | 3 | ||
| Recorded information accurately and legibly during the session (Award 2 marks for clear and accurate note-taking) | 2 | ||
| Sub-Total | 7 | ||
| TASK 3: Develop and implement individual case plan | |||
| Drafted specific and measurable goals relevant to the client (e.g. improved emotional health, academic support, healthcare access) (Award 2 marks per specific goal developed, max 6 marks) | 6 | ||
| Developed appropriate intervention measures (medical check-up, counseling, family support) (Award 2 marks per correct intervention measure identified, max 6 marks) | 6 | ||
| Identified and listed useful resources (medical services, counseling, social services) (Award 2 marks per resource correctly identified, max 6 marks) | 6 | ||
| Sub-Total | 18 | ||
| TASK 4: Case termination and closure | |||
| Reviewed case goals and documented outcomes/status for each goal (Award 1 mark for reviewing goals and 1 mark for documentation) | 2 | ||
| Evaluated progress and noted barriers or challenges encountered (Award up to 3 marks for thorough evaluation and documentation) | 3 | ||
| Obtained client agreement through question and answer and feedback survey (Award 2 marks for use of Q&A and 2 marks for feedback survey) | 4 | ||
| Provided closure summary: reasons for ending session, summary of services, outcomes achieved (Award 1 mark each for clear reasons, summary, and outcomes) | 3 | ||
| Ended session on time and thanked client (Award 1 mark for proper session conclusion) | 1 | ||
| Sub-Total | 13 | ||
| PRODUCT CHECKLIST | |||
| Client assessment report and individual case plan documented clearly and legibly with all required sections (Award up to 5 marks for completeness, clarity, and accuracy of the documented case plan) | 5 | ||
| Case plan includes measurable goals, intervention measures, and identified resources matching client needs (Award up to 5 marks for relevance and appropriateness of case plan content) | 5 | ||
| Documentation of confidentiality measures and client consent properly recorded (Award 2 marks for proper confidentiality documentation) | 2 | ||
| Sub-Total | 12 | ||
| GRAND TOTAL | 67 | ||
Type: Individual
| Tools & Equipment | Materials |
|---|---|
| Pen | Client profile form |
| Foolscap paper | |
| Feedback form |
| S/N | Item | Quantity |
|---|---|---|
| 1 | Chair | 1 Pc per Candidate |
| 2 | Table | 1 Pc per Candidate |
| 3 | Room | 1 Pc per Candidate |
| 4 | Client profile form | 1 Pc per Candidate |
| 5 | Pen | 1 Pc per Candidate |
| 6 | Foolscap paper | 2 Sheets per Candidate |
| 7 | Feedback form | 1 Pc per Candidate |
| Items to be Evaluated | Marks Available | Marks Obtained | Comments |
|---|---|---|---|
| TASK 1: Establish Rapport and Obtain Client Background | |||
| Welcomed the client and self-introduced (Award 2 marks for warm welcome and clear introduction) | 2 | ||
| Collected background information including education, family, and social history (Award 1 mark for each accurate background detail) | 3 | ||
| Established rapport using active listening and empathy (Award marks for nodding, summarizing, and professional demeanor) | 4 | ||
| Sub-Total | 9 | ||
| TASK 2: Explain Case Management Process and Ensure Confidentiality | |||
| Explained the steps of case management: intake, assessment, planning, implementation, monitoring, closure (Award 1 mark per correct step explained) | 6 | ||
| Ensured confidentiality by obtaining informed consent and assuring record security (Award 1 mark per confidentiality measure observed) | 4 | ||
| Sub-Total | 10 | ||
| TASK 3: Identify Client Needs and Formulate Goals | |||
| Used structured assessment tools to identify specific client needs (Award 1 mark for use of assessment tool and 1 mark for relevant questioning) | 2 | ||
| Documented at least three specific client goals in the case plan (Award 2 marks per specific, measurable goal) | 6 | ||
| Developed intervention measures aligned with the client goals (Award 2 marks per appropriate intervention such as counseling, medical, family support) | 6 | ||
| Identified and listed relevant resources to support interventions (Award 2 marks per correctly identified resource such as medical services, social services) | 6 | ||
| Sub-Total | 20 | ||
| TASK 4: Review and Close Case Planning Session | |||
| Reviewed goals and documented progress or status (Award 1 mark per correctly documented goal status) | 2 | ||
| Evaluated barriers or challenges faced by the client (Award marks for detailed notes on challenges) | 3 | ||
| Obtained client feedback through questioning or survey (Award 2 marks per correct feedback method used) | 4 | ||
| Provided a clear summary for case closure including services provided and outcomes (Award 1 mark per element of closure summary) | 3 | ||
| Ended session on time and thanked the client (Award 2 marks for professional session closure) | 2 | ||
| Sub-Total | 14 | ||
| PRODUCT CHECKLIST | |||
| Case plan document correctly identifies client needs and goals with clear, measurable objectives (Award marks for completeness, clarity, and relevance of documented needs and goals) | 10 | ||
| Intervention measures and resources are appropriate and clearly linked to client goals (Award marks for relevance and feasibility of interventions and resources) | 10 | ||
| Case plan is well-organized, legible, and professionally presented on foolscap sheets (Award marks for neatness, completeness, and professional layout) | 6 | ||
| Sub-Total | 26 | ||
| GRAND TOTAL | 79 | ||