Competency Category:
Competency Series:

11.6 – Manage Caseload

Purpose & Context

Career Development Professionals (CDPs) manage a caseload of clients to achieve optimal outcomes and maintain progress from intake interview to case closure.Caseload management is used to manage several cases and includes establishing a structured time allocation process, coordinating referrals and follow-up with other providers, documenting type and duration of services delivered, and evaluating outcomes.

Effective Performance

Competent career development professionals must be able to:

  • P1. Select target number of total cases in caseload, considering:
    • Time available
    • Type of services delivered
    • Duration of each service
    • Expected outcomes
    • Time required for administrative activities
    • Time allocated for unexpected events
  • P2. Schedule activities, considering:
    • Frequency of meetings required for each client
    • Priority and interdependency of activities
  • P3. Share schedule with other service providers, as required
  • P4. Record schedule and services delivered in case management information system
  • P5. Review monthly caseload reports on key performance measures:
    • Link findings to performance objectives
    • Identify causes of underperformance, as required
    • Identify additional training, intervention advice, or support needed to improve outcomes
    • Make recommendations to resolve organizational issues, e.g. staffing, funding, accountability

Knowledge & Understanding

Competent career development professionals must know and understand:

  • K1. Caseload management policies and procedures
  • K2. Program and funding sources available to clients

Contextual Variables

Competent career development professionals must be able to perform this competency in the following range of contexts:

Labour market trends may impact the amount of time required to meet client needs and achieve outcomes, e.g. finding and keeping a job.

A number of decisions may be outside of a CDP’s control, e.g. funder prescribing case numbers or timeframes.

Glossary & Key References

Terms

Industry-specific terms contained in the standard defined here, where applicable.

Caseload: the number of active cases with which a CDP is concerned at a specific point in time.

Information Sources and Resources for Consideration

None

Context Rating Scales

Criticality

Q: What is the consequence of a professional being unable to perform this skill according to the standard?

Moderate risk: CRITICAL

Frequency

Q: How frequent and under what conditions is this skill performed?

Routinely, regular course of procedure

Level of Difficulty

Q: Under routine circumstances, how would you rate the level of difficulty in performing this skill?

Moderate difficulty or complexity

Time Required to Gain Proficiency

Q: What is the average length of time or number of repeated events that are minimally necessary for an individual to become proficient in performing the skill to the standard?

A competent career development professional requires a minimum of one year of experience with at least 40 different clients, representing a broad range of individuals.

Autonomy

Practitioners typically perform this competency without supervision, and alone.

Automation

It is unlikely that this competency will automate.

Requisite Work Aids, Tools, Equipment or Materials

None