Case Management Toolkit

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Utilize a structured investigative workflow and Case Management system to track and close investigations and analyze trends and patterns in order to identify causation, mitigate loss, and change processes to prevent future incidents.

More Uses of the Case Management Toolkit:

  • Arrange that your strategy provides direct Case Management services to help the consumer successfully live in the community.

  • Establish that your project provides short term Case Management and referral services to clients with emergency situations.

  • Be certain that your business complies; records and tracks issues via the Case Management tool, tracking from initiation to resolution.

  • Methodize: document all issues and complaints via Case Management system and Standard Operating Procedures.

  • Confirm your planning acts as a liaison between departmental end users, Business Analysts, consultants and others in the analysis, design, configuration, testing and maintenance of Case Management systems to ensure optimal operational performance.

  • Communicate monthly with partner and case teams on Case Management issues, as budget status and Production Planning.

  • Warrant that your project provides important information regarding the client to facilitate appropriate Case Management and collaboration.

  • Determine if alerts can be closed or warrant further investigation and elevation to an active investigation in the Case Management system.

  • Arrange that your design coordinates with other community resources for referrals, sharing of information and Case Management.

  • Manage: Case Management systems, Business Continuity management and emergency notification solutions.

  • Devise: conduct detailed review of Cyber investigations reports and Case Management system to assess data/content quality, supporting evidence and the appropriateness of case outcomes.

  • Confirm your design continues to develop professional knowledge and skill in the practice of Social Work/Case Management in the Public Health setting.

  • Secure that your team assess progress toward goals with the care plan based on clinical judgment and motivational interviewing techniques.

  • Use a structured investigative workflow and Case Management system to track and close investigations and analyze trends and patterns in order to identify causation, mitigate loss, and change processes to prevent future incidents.

  • Analyze and utilize all organization records, systems and the Case Management system to facilitate a comprehensive review of all disputed transactions.

  • Identify programmatic trends; establish short term and long term program objectives; and identify cost effective initiatives to enhance and improve the quality of care and engagement of providers and members.

  • Be certain that your planning maintains association between defects, Test Cases, and requirements via JIRA, test Case Management software and traceability matrices.

  • Be accountable for using your knowledge base and Case Management tools to help employees and managers resolve Human Resources inquiries.

  • Communicate with security leaders to coordinate the initiation of incidents in Case Management system.

  • Ensure you spearhead; understand cram Case Management functionality and associated Business Processes of a social security organization.

  • Oversee: review and sign off on all care coordination, group intervention, and Case Management notes related to social services.

  • Ensure you outpace; understand cram Case Management functionality and associated Business Processes of a social services organization.

  • Develop individualized service plans and track plan progress/outcomes with clients receiving Case Management.

  • Manage work with various internal stakeholder groups to ensure adequate input into quality processes to establish quality interventions, objectives, and improvements.

  • Secure that your design identifies clinical and financial criteria that require involvement of Case Management team or Benefits specialization.

  • Provide effective leadership and provide training in Case Management and juvenile correctional officers supervisory skills.

  • Make sure that your corporation participates in call rotation to provide Case Management support after hours and on weekends.

  • Manage and track safety training, plant incidents/accidents and safety programs, plus Case Management for workers compensation, to ensure your employees work in a safe environment.


Save time, empower your teams and effectively upgrade your processes with access to this practical Case Management Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any Case Management related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Case Management specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Case Management Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a Data Driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Case Management improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. What is in scope?

  2. How can you incorporate support to ensure safe and effective use of Case Management into the services that you provide?

  3. What are your best practices for minimizing Case Management project risk, while demonstrating incremental value and quick wins throughout the Case Management project lifecycle?

  4. Who is responsible for ensuring appropriate resources (time, people and money) are allocated to Case Management?

  5. Who should make the Case Management decisions?

  6. What are (control) requirements for Case Management Information?

  7. Are you missing Case Management opportunities?

  8. If you find that you havent accomplished one of the goals for one of the steps of the Case Management strategy, what will you do to fix it?

  9. How do you create buy-in?

  10. What are the Case Management tasks and definitions?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Case Management book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Case Management self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Case Management Self-Assessment and Scorecard you will develop a clear picture of which Case Management areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Case Management Self-Assessment
    • Is secure: Ensures offline Data Protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:


STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Case Management projects with the 62 implementation resources:

  • 62 step-by-step Case Management Project Management Form Templates covering over 1500 Case Management project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Case Management project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Case Management project team have enough people to execute the Case Management project plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Case Management project plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

Step-by-step and complete Case Management Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

  • 2.1 Case Management Project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Case Management project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Case Management project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 Case Management project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Case Management project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Case Management project with this in-depth Case Management Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Case Management projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Case Management and put Process Design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Case Management investments work better.

This Case Management All-Inclusive Toolkit enables You to be that person.


Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.