Developing a client action plan

Information is power, so the central ingredient in assisting clients to develop their own action plans is to give them as much information as possible about the process and the requirements.

This will ensure that they are given maximum encouragement to feel empowered in the planning process.

The following list will help you focus on what needs to be covered when you are negotiating actions with clients to meet their needs:


Establish what your client needs or wants to achieve.

– on the client’s part and from the agency’s perspective (e.g. legal requirements, court attendances, court order requirements)?

Be very specific and break the actions down into small, achievable and easily understood steps.

Again it is important to be very specific about roles, responsibilities and expectations, from both the agency’s and the client’s points of view.

If your client has a number of immediate needs or the action required is complex, you may have to negotiate with different parties at different times. It is often not possible or desirable to involve everyone at the same time in a single planning meeting.

It is up to you as the worker to coordinate action that eventuates from those negotiations.

Last modified: Thursday, 5 September 2013, 12:13 PM