1.Five items that I would include in the agenda list are; the name of the person who is coordinating the meeting, attendees (people who will be attending e.g., stakeholders), the start time of the meeting, the scheduled end time of the meeting and the matters for discussion such as feedbacks or housing.
2.Information that I may need to gather when preparing for Danny’s case management are Danny’s background history in regards to support services that he may have been using in the past whether he has been successful or not and if Danny is eligible for any other services and the criteria that falls into.
3.The purpose of the case management meeting is to establish a relationship with the client so that the client can feel confident being represented at the meeting and the concerns that would be reflected in the agenda for example alcohol is Danny’s concern. As a case manager I should be aware of the client’s objectives in the meeting and allowing the client the opportunity to indicate an agreement with the objectives such as in Danny’s case it is a life skill course.
4.My rights, roles and responsibility as Danny’s case manager would be to work with Danny to achieve the goals that he has identified, providing him with information about different services that are available to him and informing him the actions of his outcomes. I will also enable Danny to make decisions about his own life even if I won’t agree to it. Danny’s rights, roles and responsibilities would be to actively participate in his case plan, to be involved in identifying his own needs and to be attending all of his appointments with his case manager.
5.Two statutory requirements I must observe when obtaining information from other stakeholders are Freedom of Information Act 1982 and Privacy Act 1988.
6.Three key factors that would be important to ensure that Danny’s case is operating within the appropriate legislative requirements is respecting Danny’s confidentiality and also protecting his personal information from unauthorised disclosure. Informing Danny about the nature of all the services being provided to him and obtaining consent from Danny if he chooses to continue to withdraw from the services and lastly responding to Danny’s requests of information about the way that I, my organisation, or the stakeholders are working on.
7.I will record the outcomes of the meeting by taking effective case notes during the meeting and making a summary of what has happened in the meeting. All of the records has to be clearly labelled, dated and stored away somewhere safety locked in a filing cabinet.
8.Three boundaries that I need to discuss with Danny are about my relationship with him meaning that it should be professional e.g. not to have a dual relationship, explaining to Danny on the first meeting that my work is set to focus on the work that I will be doing for him and also explaining my limits and availability to him as his case worker.
9.The two decision making process would be to keep Danny involved and informed and also deciding further support services that Danny may require for his wellbeing.
10.Two strategies that I would put in place would be to maintain professional boundaries with Danny and reminding Danny that the relationship is professional and only informing Danny when I would feel that it may be getting blurred for him e.g. when Danny might expect me to act as his friend. I would also avoid any conflict of interest and as his case manager I will have to familiarise myself with the agencies code of conduct in order to use it as a guide line to establish a relationship with Danny. I will have to be mindful of my behaviour such as the use of my language and taking the right actions to contact Danny outside of work hours.
11.Two key concerns that I need to consider is the location of the programs or services and if it is located in Danny’s community and if the stakeholders are suited for Danny’s needs and if Danny is motivated enough to do it.
12.As Danny’s case worker I will inform Danny with information about the grievance process so that Danny knows what he can do if he is unhappy with the services or his case management process. Danny will also be informed about the complaint procedures and policies and if he is required to fill any kinds of paper work, and notifying Danny of how the complaints will be documented, the actions that will be taken, who will be responsible or what community will determine the outcomes and Danny’s right to appeal.