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Caseload Management

Course Overview


Managing time and workload effectively is the requirement of all professional services, but is of more importance when the beneficiaries of the service are vulnerable people. Managing a caseload require not only good planning, prioritising and time management skills but also staff need awareness of factors that help and hinder effective work. This includes personal habits, attitudes, and work patterns as well as organisational issues.
This course will help delegates to understand their current caseload (and workload generally) and to explore a range of strategies, techniques and tools to help them improve their ability to manage more effectively. The course will draw on good practice from different professional contexts including social work, social care, probation, mental health and the corporate world. Delegates will be encouraged to review their current caseload, via completion of a short questionnaire and this will be used throughout the course to enable delegates to address their specific needs during the training.

Learning Outcomes


Importance of effective caseload management and its impact on professional practice, positive outcomes, quality and service credibility
  • Time Management techniques
  • Prioritising and planning work to enable targets and deadlines to be met
  • Barriers to effective workload management (including personal attitudes and habits, caseload and organisational issues) and ways ofof addressing these
  • Good practice and effective caseload management models
  • Resources and tools that enable effective caseload management
  • Methods of Delivery


    The facilitator uses a variety of methods including PowerPoint presentation, flipchart work, plenary discussion, case studies and subgroup work. Discussion of delegates' current caseloads and issues that they face will be an important aspect of this training.


    • Course Content
    • Audience
    • Training Considerations
    • Certification
    • Related Courses

    Course Content

    By the end of the course, delegates will
    • Have a clear understanding of their caseload and workload and how this impacts on their role and efficiency professional
    • Understand the significance of time and time management in social care and support services
    • Understand the impact procrastination, lack of planning, stress and low motivation on time and caseload management
    • Have become aware of and practiced a range of techniques and strategies to help prioritise work, meet deadlines and manage their work
    • Understand the role of the 'team' as a resource in caseload management
    • Have identified a number of tools to enable more effective caseload management including use of diaries, lists, excel, and online tools.

    Target Audience

    This course would of use to anyone working in social care, support or related fields where they are required to manage a caseload, complex workload, or where they would benefit from improving time and workload management skills.

    Training Considerations

    Pre-course work: Delegates will be asked to complete a short questionnaire prior to attending the training. The questionnaire is to help delegates begin to explore their caseloads or workloads and this will be developed throughout the course in order to address individual delegate's requirements and situations.

    Certification

    Delegates will receive a certificate of attendance upon completion of this course.

    Related Courses

    · Stress Management: Prevention Skills & Strategies
    · Case Recording Skills
     
    Caseload Management
    Course Overview:
    Managing time and workload effectively is the requirement of all professional services, but is of more importance when the beneficiaries of the service are vulnerable people. Managing a caseload require not only good planning, prioritising and time management skills but also staff need awareness of factors that help and hinder effective work. This includes personal habits, attitudes, and work patterns as well as organisational issues.
    This course will help delegates to understand their current caseload (and workload generally) and to explore a range of strategies, techniques and tools to help them improve their ability to manage more effectively. The course will draw on good practice from different professional contexts including social work, social care, probation, mental health and the corporate world. Delegates will be encouraged to review their current caseload, via completion of a short questionnaire and this will be used throughout the course to enable delegates to address their specific needs during the training.

    Learning Outcomes:
    Importance of effective caseload management and its impact on professional practice, positive outcomes, quality and service credibility
    · Time Management techniques
    · Prioritising and planning work to enable targets and deadlines to be met
    · Barriers to effective workload management (including personal attitudes and habits, caseload and organisational issues) and ways ofof addressing these
    · Good practice and effective caseload management models
    · Resources and tools that enable effective caseload management

    Methods of delivery:
    The facilitator uses a variety of methods including PowerPoint presentation, flipchart work, plenary discussion, case studies and subgroup work. Discussion of delegates' current caseloads and issues that they face will be an important aspect of this training.




    LEARNING OBJECTIVES
    By the end of the course, delegates will:
    · Have a clear understanding of their caseload and workload and how this impacts on their role and efficiency professional
    · Understand the significance of time and time management in social care and support services
    · Understand the impact procrastination, lack of planning, stress and low motivation on time and caseload management
    · Have become aware of and practiced a range of techniques and strategies to help prioritise work, meet deadlines and manage their work
    · Understand the role of the 'team' as a resource in caseload management
    · Have identified a number of tools to enable more effective caseload management including use of diaries, lists, excel, and online tools.

    TARGET AUDIENCE
    This course would of use to anyone working in social care, support or related fields where they are required to manage a caseload, complex workload, or where they would benefit from improving time and workload management skills.

    TRAINING CONSIDERATIONS
    Pre-course work:
    Delegates will be asked to complete a short questionnaire prior to attending the training. The questionnaire is to help delegates begin to explore their caseloads or workloads and this will be developed throughout the course in order to address individual delegate's requirements and situations.


    CERTIFICATION
    Delegates will receive a certificate of attendance upon completion of this course.

    RELATED COURSES
    · Stress Management: Prevention Skills & Strategies
    · Case Recording Skills

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