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Monday 23 April 2018

Case Management Workshop Outline: Shared Concepts Make Better Teamwork


Version: PS/CM/1/1.0


Author: Anthony Grapes



IOM teams bring together staff from varied professional backgrounds into a single unit.  Different people bring with them different backgrounds, experience and training.  They also bring with them quite different understandings of terms, ideas and practices in spite of the fact that they use the same words to refer to them.  This can be a major hurdle to collaborative working.

Case management is a case in point, and important to IOM teams, since case management is the backbone of what IOM teams do;  “offender management” (integrated or otherwise) is, after all, only “case management with offenders”.



Who should attend?

This workshop is appropriate for all staff at all levels involved in making an operational IOM project work well.   It is not grade-specific; it works on the assumption that all staff will benefit from a good understanding of the “core business process” of the organisation.



Learning outcomes

This workshop will help participants to:

  • understand what is meant by “case management”, where the term comes from and how it used differently in different organisations

  • develop a shared understanding of some of  the immediate past context in which IOM is set

  • apply evidence from research to the management and practice of case management

  • reach corporate understandings of familiar terminology

  • develop consistent thinking and practice in their own unit



Learning style

The workshop has been designed as a mixture of facilitator inputs, focused discussions and exercises. Participants should expect a high level of interaction and should be prepared to use their own experience to promote and consolidate learning.

The workshop file is an animated Powerpoint slideshow.  It is designed to enable a trainer/facilitator to work through the material without having a detailed personal knowledge of it.  A few slides have supplementary trainers notes, but on the whole the flow of the workshop is designed into the slideshow.  It is assumed that the facilitator/trainer has some basic training experience and the skills, knowing when to pause, re-cap, repeat, illustrate or innovate.  The facilitator/trainer is advised to work steadily through the slide show in advance of running the material; do not advance too hastily.




The workshop covers four key areas:


  • The Origins of Case Management

    • A resume of the historical origins of the idea of case management

  • The Research Evidence about Effective Case Management with offenders

    • A summary of key research in 5 sections

    • Developing common understanding of some well-worn terms (e.g. meta-analysis)

  • The Core Case Management Process

    • Assess – Plan – Implement - Review

    • Ideas, issues and pointers for each stage of the process

  • Frameworks for Implementing Case Management

    • Designing-in continuity

    • Teamwork – the offender-specific Case Management Team

    • Differentiation/individualisation – priority setting,  tiering and resource allocation




The workshop could be run in one day at a brisk pace.  The 4 sections could equally be run as separate modules; sections 1 and 2 lend themselves to being run as free-standing events.