What type of goal is this? What need does this meet for the client?
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.
